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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
54
shares
|
$6,305
0.0% of portfolio
|
Q4 2024
Reduced 74.77%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
52
shares
|
$6,071
0.0% of portfolio
|
Q4 2024
Added 2500.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
51
shares
|
$5,954
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$5,838
0.0% of portfolio
|
Q3 2023
Reduced 68.35%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$5,838
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
50
shares
|
$5,838
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
50
shares
|
$5,838
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
50
shares
|
$5,838
0.0% of portfolio
|
Q1 2024
Reduced 65.52%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
50
shares
|
$5,838
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
49
shares
|
$5,721
0.0% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
48
shares
|
$5,604
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
47
shares
|
$5,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
45
shares
|
$5,254
0.01% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$4,903
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
42
shares
|
$4,903
0.0% of portfolio
|
Q4 2024
Reduced 90.58%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
41
shares
|
$4,787
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
40
shares
|
$4,670
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
40
shares
|
$4,670
0.0% of portfolio
|
Q4 2021
Reduced 67.74%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
40
shares
|
$4,670
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
38
shares
|
$4,436
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
38
shares
|
$4,436
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
38
shares
|
$4,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
37
shares
|
$4,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
36
shares
|
$4,203
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
35
shares
|
$4,086
0.0% of portfolio
|
Q4 2024
New holding
|