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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
34
shares
|
$3,969
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$3,619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$3,619
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
31
shares
|
$3,619
0.0% of portfolio
|
Q2 2023
Reduced 94.08%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
30
shares
|
$3,502
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
29
shares
|
$3,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
28
shares
|
$3,269
0.0% of portfolio
|
Q4 2022
Reduced 81.08%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
28
shares
|
$3,269
0.0% of portfolio
|
Q4 2023
Reduced 39.13%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
26
shares
|
$3,035
0.0% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
26
shares
|
$3,035
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
25
shares
|
$2,919
0.0% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
25
shares
|
$2,919
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
25
shares
|
$2,919
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
25
shares
|
$2,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
25
shares
|
$2,919
0.0% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$2,802
0.0% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
23
shares
|
$2,685
0.0% of portfolio
|
Q2 2024
Reduced 55.77%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
22
shares
|
$2,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
21
shares
|
$2,451
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
21
shares
|
$2,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$2,335
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
20
shares
|
$2,335
0.0% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
20
shares
|
$2,335
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$2,335
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
19
shares
|
$2,218
0.0% of portfolio
|
Q2 2022
Added 35.71%
|