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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
19
shares
|
$2,218
0.0% of portfolio
|
Q4 2024
Reduced 88.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,218
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
18
shares
|
$2,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
18
shares
|
$2,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
17
shares
|
$1,984
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$1,868
0.0% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
16
shares
|
$1,868
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
15
shares
|
$1,751
0.0% of portfolio
|
Q4 2024
Reduced 88.46%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
15
shares
|
$1,751
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
14
shares
|
$1,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
13
shares
|
$1,517
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
13
shares
|
$1,517
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$1,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
10
shares
|
$1,167
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
10
shares
|
$1,167
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$1,167
0.12% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
7
shares
|
$817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
6
shares
|
$700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
5
shares
|
$583
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$583
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$467
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
4
shares
|
$467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3
shares
|
$350
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|