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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
57,190
shares
|
$5.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
57,166
shares
|
$5.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
57,111
shares
|
$5.51 Million
0.62% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
57,000
shares
|
$5.5 Million
0.95% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
56,803
shares
|
$5.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
56,531
shares
|
$5.45 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
55,991
shares
|
$5.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
55,849
shares
|
$5.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
55,239
shares
|
$5.33 Million
0.32% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
55,152
shares
|
$5.32 Million
0.04% of portfolio
|
Q4 2024
Added 39.99%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
54,873
shares
|
$5.29 Million
0.83% of portfolio
|
Q4 2024
Added 113.09%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
54,593
shares
|
$5.26 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
54,260
shares
|
$5.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
53,864
shares
|
$5.19 Million
0.11% of portfolio
|
Q4 2024
Added 23.98%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
53,773
shares
|
$5.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
53,690
shares
|
$5.18 Million
1.59% of portfolio
|
Q1 2022
Reduced 2.36%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
53,482
shares
|
$5.16 Million
0.06% of portfolio
|
Q4 2024
Added 56.13%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
53,093
shares
|
$5.12 Million
0.08% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
52,252
shares
|
$5.04 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
52,248
shares
|
$5.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 81.7%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
52,140
shares
|
$5.03 Million
0.94% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
51,899
shares
|
$5 Million
0.09% of portfolio
|
Q4 2024
Added 66.08%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
51,434
shares
|
$4.96 Million
3.05% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
51,351
shares
|
$4.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
51,265
shares
|
$4.94 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.71%
|