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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
129
shares
|
$15,062
0.01% of portfolio
|
Q3 2023
Reduced 35.18%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
129
shares
|
$15,062
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
129
shares
|
$15,062
0.01% of portfolio
|
Q2 2024
Added 5.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
125
shares
|
$14,595
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
121
shares
|
$14,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
118
shares
|
$13,777
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
117
shares
|
$13,660
0.01% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
115
shares
|
$13,427
0.01% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
113
shares
|
$13,193
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
111
shares
|
$12,960
0.01% of portfolio
|
Q4 2024
Reduced 77.25%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
110
shares
|
$12,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
109
shares
|
$12,726
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
108
shares
|
$12,610
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
106
shares
|
$12,376
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
104
shares
|
$12,143
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
103
shares
|
$12,026
0.0% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$11,676
0.0% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$11,676
0.0% of portfolio
|
Q1 2024
Reduced 98.52%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
100
shares
|
$11,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
97
shares
|
$11,325
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
91
shares
|
$10,625
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
90
shares
|
$10,508
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
90
shares
|
$10,508
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
89
shares
|
$10,391
0.0% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
87
shares
|
$10,158
0.02% of portfolio
|
Q2 2022
Added 64.15%
|