Institutional Ownership United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS). We have compiled data on the 2,582 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
25,658
shares
|
$3.03 Million
1.23% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
25,590
shares
|
$3.02 Million
0.43% of portfolio
|
Q4 2024
Added 574.13%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
25,563
shares
|
$3.02 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
25,395
shares
|
$3 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
25,314
shares
|
$2.99 Million
0.31% of portfolio
|
Q4 2024
Added 16.72%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
25,302
shares
|
$2.99 Million
0.33% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,270
shares
|
$2.98 Million
0.31% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
25,207
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
25,193
shares
|
$2.97 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
25,159
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
24,923
shares
|
$2.94 Million
0.96% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
24,693
shares
|
$2.92 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
24,685
shares
|
$2.91 Million
0.28% of portfolio
|
Q4 2024
Reduced 89.35%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
24,661
shares
|
$2.91 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
24,579
shares
|
$2.9 Million
0.33% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
24,570
shares
|
$2.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
24,493
shares
|
$2.89 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
24,435
shares
|
$2.88 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
24,412
shares
|
$2.88 Million
0.81% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
24,389
shares
|
$2.88 Million
0.81% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
24,345
shares
|
$2.87 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,244
shares
|
$2.86 Million
0.77% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
24,176
shares
|
$2.85 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
24,078
shares
|
$2.84 Million
1.44% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
23,983
shares
|
$2.83 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.45%
|