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 2,568 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
67,386
shares
|
$6.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
67,077
shares
|
$6.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
67,015
shares
|
$6.46 Million
0.01% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
66,847
shares
|
$6.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
66,445
shares
|
$6.41 Million
0.12% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,374
shares
|
$6.4 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.64%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
66,307
shares
|
$6.39 Million
0.15% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
66,148
shares
|
$6.38 Million
0.03% of portfolio
|
Q4 2024
Added 134.47%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
65,907
shares
|
$6.36 Million
1.03% of portfolio
|
Q4 2024
Added 353.06%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
64,950
shares
|
$6.26 Million
0.02% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
64,682
shares
|
$6.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
64,620
shares
|
$6.23 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,568
shares
|
$6.23 Million
0.06% of portfolio
|
Q2 2023
Reduced 31.38%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
64,529
shares
|
$6.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
64,059
shares
|
$6.18 Million
0.58% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
64,041
shares
|
$6.18 Million
0.09% of portfolio
|
Q3 2024
Added 69.63%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
63,745
shares
|
$6.15 Million
0.45% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
63,000
shares
|
$6.08 Million
0.24% of portfolio
|
Q1 2025
Added 301.27%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
62,977
shares
|
$6.07 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
62,664
shares
|
$6.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
62,333
shares
|
$6.01 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,117
shares
|
$5.99 Million
0.12% of portfolio
|
Q4 2024
Added 37.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
61,636
shares
|
$5.94 Million
0.19% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
61,574
shares
|
$5.94 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
61,522
shares
|
$5.93 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.29%
|