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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$28,839
0.01% of portfolio
|
Q3 2023
Reduced 34.13%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
247
shares
|
$28,839
0.03% of portfolio
|
Q4 2024
Reduced 55.25%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
247
shares
|
$28,839
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
246
shares
|
$28,722
0.01% of portfolio
|
Q3 2024
Added 720.0%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
239
shares
|
$27,905
0.01% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
237
shares
|
$27,672
0.01% of portfolio
|
Q1 2024
Reduced 14.75%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
237
shares
|
$27,672
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
228
shares
|
$26,621
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
225
shares
|
$26,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
223
shares
|
$26,037
0.01% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
222
shares
|
$25,920
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
222
shares
|
$25,920
0.01% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
220
shares
|
$25,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
216
shares
|
$25,220
0.02% of portfolio
|
Q4 2024
Added 232.31%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
211
shares
|
$24,636
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
210
shares
|
$24,519
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
210
shares
|
$24,519
0.01% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
210
shares
|
$24,519
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
205
shares
|
$23,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
203
shares
|
$23,702
0.02% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
203
shares
|
$23,702
0.02% of portfolio
|
Q4 2024
Reduced 43.61%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$23,352
0.02% of portfolio
|
Q1 2024
Reduced 8.26%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$23,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
200
shares
|
$23,352
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
190
shares
|
$22,184
0.0% of portfolio
|
Q1 2024
Reduced 34.48%
|