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 |
|---|---|---|---|---|---|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
2,259
shares
|
$266,697
0.0% of portfolio
|
Q4 2024
Reduced 95.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,258
shares
|
$266,579
0.05% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
2,251
shares
|
$265,753
0.0% of portfolio
|
Q4 2024
Reduced 93.54%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
2,246
shares
|
$265,162
0.02% of portfolio
|
Q4 2024
Reduced 90.25%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,246
shares
|
$265,162
0.07% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
2,224
shares
|
$262,565
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,209
shares
|
$260,794
0.04% of portfolio
|
Q4 2024
Reduced 24.01%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
2,204
shares
|
$260,204
0.1% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,203
shares
|
$260,086
0.04% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
2,203
shares
|
$260,086
0.11% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,198
shares
|
$259,495
0.06% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,192
shares
|
$258,787
0.09% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
2,192
shares
|
$258,787
0.19% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,190
shares
|
$258,551
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,186
shares
|
$258,079
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,183
shares
|
$257,724
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,177
shares
|
$257,016
0.13% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,171
shares
|
$256,308
0.05% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
2,149
shares
|
$253,710
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
2,143
shares
|
$253,002
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,140
shares
|
$252,648
0.09% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
2,138
shares
|
$252,412
0.1% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,132
shares
|
$251,703
3.48% of portfolio
|
Q3 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,127
shares
|
$251,113
0.11% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Feb 10, 2025 Q4 2024 |
2,127
shares
|
$251,113
0.25% of portfolio
|
Q4 2024
New holding
|