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 2,583 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 $59.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
800
shares
|
$93,408
0.11% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
799
shares
|
$93,291
0.02% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
794
shares
|
$92,707
0.0% of portfolio
|
Q4 2024
Reduced 90.81%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
774
shares
|
$90,372
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
767
shares
|
$89,554
0.04% of portfolio
|
Q4 2024
Added 52.79%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
762
shares
|
$88,971
0.01% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
753
shares
|
$87,920
0.05% of portfolio
|
Q4 2024
Reduced 94.39%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
727
shares
|
$84,884
0.05% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
695
shares
|
$81,148
0.03% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
686
shares
|
$80,097
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
654
shares
|
$76,361
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
645
shares
|
$75,310
0.01% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
640
shares
|
$74,726
0.01% of portfolio
|
Q2 2024
Reduced 26.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
635
shares
|
$74,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
619
shares
|
$72,274
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
611
shares
|
$71,340
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
601
shares
|
$70,172
0.02% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
600
shares
|
$70,056
0.02% of portfolio
|
Q3 2024
Reduced 58.62%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
596
shares
|
$69,588
0.02% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
585
shares
|
$68,304
0.02% of portfolio
|
Q4 2024
Reduced 30.52%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
581
shares
|
$67,837
0.03% of portfolio
|
Q4 2024
Reduced 68.27%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
570
shares
|
$66,553
0.02% of portfolio
|
Q2 2024
Added 33.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
562
shares
|
$65,619
0.02% of portfolio
|
Q2 2024
Reduced 17.23%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
558
shares
|
$65,152
0.01% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
550
shares
|
$64,218
0.04% of portfolio
|
Q4 2024
Reduced 31.25%
|