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 |
|---|---|---|---|---|---|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
21,150
shares
|
$2.51 Million
0.94% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
21,130
shares
|
$2.51 Million
0.71% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
21,124
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
21,065
shares
|
$2.5 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
21,047
shares
|
$2.5 Million
0.41% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
21,000
shares
|
$2.5 Million
0.36% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
20,913
shares
|
$2.49 Million
1.19% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
20,869
shares
|
$2.48 Million
0.3% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
20,816
shares
|
$2.47 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
20,763
shares
|
$2.47 Million
1.22% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
20,737
shares
|
$2.46 Million
1.67% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
20,736
shares
|
$2.46 Million
1.01% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
20,720
shares
|
$2.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 48.18%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,561
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
20,441
shares
|
$2.43 Million
0.63% of portfolio
|
Q4 2024
Reduced 60.26%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
20,191
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
20,174
shares
|
$2.4 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,149
shares
|
$2.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
20,005
shares
|
$2.38 Million
0.26% of portfolio
|
Q4 2024
Added 49.27%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
20,000
shares
|
$2.38 Million
0.66% of portfolio
|
Q4 2019
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
19,846
shares
|
$2.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,756
shares
|
$2.35 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
19,624
shares
|
$2.33 Million
0.17% of portfolio
|
Q4 2024
Added 489.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
19,616
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
19,599
shares
|
$2.33 Million
0.39% of portfolio
|
Q4 2024
Added 4.07%
|