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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
312
shares
|
$36,429
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
311
shares
|
$36,312
0.01% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
310
shares
|
$36,195
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
309
shares
|
$36,078
0.06% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
302
shares
|
$35,261
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$35,028
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
300
shares
|
$35,028
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
297
shares
|
$34,677
0.01% of portfolio
|
Q4 2024
Added 118.38%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
296
shares
|
$34,560
0.01% of portfolio
|
Q2 2023
Added 43.69%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
293
shares
|
$34,210
0.01% of portfolio
|
Q2 2021
Reduced 99.41%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
285
shares
|
$33,276
0.0% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
285
shares
|
$33,276
0.01% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
283
shares
|
$33,043
0.01% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
280
shares
|
$32,692
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
276
shares
|
$32,225
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$32,225
0.03% of portfolio
|
Q2 2022
Added 28.37%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
273
shares
|
$31,875
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
271
shares
|
$31,641
0.01% of portfolio
|
Q4 2024
Reduced 38.41%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
270
shares
|
$31,525
0.02% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
262
shares
|
$30,591
0.01% of portfolio
|
Q3 2024
Reduced 26.2%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
262
shares
|
$30,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
259
shares
|
$30,240
0.03% of portfolio
|
Q2 2022
Added 67.1%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
253
shares
|
$29,540
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
253
shares
|
$29,540
0.02% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
249
shares
|
$29,073
0.06% of portfolio
|
Q4 2024
Reduced 79.92%
|