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 |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
23,965
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 354.57%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
23,888
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
23,672
shares
|
$2.79 Million
1.08% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,642
shares
|
$2.79 Million
0.0% of portfolio
|
Q4 2024
Added 991.0%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
23,569
shares
|
$2.78 Million
0.44% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
23,527
shares
|
$2.78 Million
0.16% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,495
shares
|
$2.77 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
23,397
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
23,302
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
23,222
shares
|
$2.74 Million
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
23,118
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
23,005
shares
|
$2.72 Million
0.89% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
22,909
shares
|
$2.7 Million
1.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,891
shares
|
$2.7 Million
1.05% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
22,880
shares
|
$2.7 Million
0.44% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
22,874
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
22,801
shares
|
$2.69 Million
0.75% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
22,735
shares
|
$2.68 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
22,567
shares
|
$2.66 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
22,505
shares
|
$2.66 Million
0.43% of portfolio
|
Q4 2024
Reduced 34.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,475
shares
|
$2.65 Million
0.35% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
22,416
shares
|
$2.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 33.64%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
22,406
shares
|
$2.65 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
22,382
shares
|
$2.64 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
22,373
shares
|
$2.64 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.44%
|