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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$22,067
0.07% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
189
shares
|
$22,067
0.01% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
186
shares
|
$21,717
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
182
shares
|
$21,250
0.01% of portfolio
|
Q4 2024
Reduced 98.03%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
181
shares
|
$21,133
0.01% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
180
shares
|
$21,016
0.01% of portfolio
|
Q4 2023
Added 2.86%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
177
shares
|
$20,666
0.04% of portfolio
|
Q4 2024
Added 59.46%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
175
shares
|
$20,433
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
168
shares
|
$19,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
168
shares
|
$19,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
167
shares
|
$19,498
0.01% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
165
shares
|
$19,265
0.02% of portfolio
|
Q2 2023
Added 0.61%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
162
shares
|
$18,915
0.01% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
158
shares
|
$18,448
0.01% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
156
shares
|
$18,214
0.01% of portfolio
|
Q1 2024
Added 183.64%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
155
shares
|
$18,097
0.02% of portfolio
|
Q3 2023
Reduced 30.49%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
154
shares
|
$17,981
0.0% of portfolio
|
Q2 2024
Reduced 93.93%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
150
shares
|
$17,514
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
150
shares
|
$17,514
0.01% of portfolio
|
Q2 2024
Reduced 95.77%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
150
shares
|
$17,514
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
149
shares
|
$17,397
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
140
shares
|
$16,346
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
140
shares
|
$16,346
0.01% of portfolio
|
Q4 2024
Reduced 31.03%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
134
shares
|
$15,645
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
132
shares
|
$15,412
0.0% of portfolio
|
Q4 2024
Added 3.94%
|