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 |
|---|---|---|---|---|---|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
2,505
shares
|
$297,744
0.07% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,505
shares
|
$297,744
0.01% of portfolio
|
Q4 2024
Added 61.51%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
2,503
shares
|
$297,506
0.18% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
2,501
shares
|
$297,268
0.37% of portfolio
|
Q3 2023
Added 10.47%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$297,150
0.51% of portfolio
|
Q2 2022
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
2,500
shares
|
$297,150
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,498
shares
|
$296,912
0.18% of portfolio
|
Q2 2022
Added 5.27%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,496
shares
|
$296,674
0.02% of portfolio
|
Q4 2024
Reduced 30.94%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
2,492
shares
|
$296,199
0.19% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
2,485
shares
|
$295,367
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
2,465
shares
|
$292,989
0.03% of portfolio
|
Q1 2024
Added 82.59%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
2,461
shares
|
$292,514
0.06% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
2,454
shares
|
$291,682
0.11% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,448
shares
|
$290,969
0.12% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,430
shares
|
$288,829
0.04% of portfolio
|
Q4 2024
Added 32.93%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,425
shares
|
$288,235
0.08% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
2,418
shares
|
$287,403
0.14% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
2,410
shares
|
$286,452
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,409
shares
|
$286,333
0.08% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,405
shares
|
$285,858
0.12% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,401
shares
|
$285,382
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,399
shares
|
$285,145
0.01% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
2,394
shares
|
$284,550
0.19% of portfolio
|
Q4 2024
Added 26.0%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,387
shares
|
$283,718
0.01% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,380
shares
|
$282,886
0.06% of portfolio
|
Q4 2024
Added 7.5%
|