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 |
|---|---|---|---|---|---|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
47,254
shares
|
$4.56 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
47,116
shares
|
$4.54 Million
0.04% of portfolio
|
Q4 2024
Added 1242.72%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
47,100
shares
|
$4.54 Million
0.04% of portfolio
|
Q4 2024
Added 125.36%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
47,079
shares
|
$4.54 Million
1.19% of portfolio
|
Q4 2024
Added 1997.06%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
47,060
shares
|
$4.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.52%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
46,764
shares
|
$4.51 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
46,709
shares
|
$4.5 Million
0.51% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
46,261
shares
|
$4.46 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.0%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
46,258
shares
|
$4.46 Million
0.08% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
46,022
shares
|
$4.44 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
45,812
shares
|
$4.42 Million
0.26% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
45,668
shares
|
$4.4 Million
0.12% of portfolio
|
Q4 2024
Added 113.62%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
45,637
shares
|
$4.4 Million
1.86% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
45,382
shares
|
$4.38 Million
1.59% of portfolio
|
Q3 2022
New holding
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
45,110
shares
|
$4.35 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 15, 2025 Q1 2025 |
44,588
shares
|
$4.3 Million
1.05% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
44,464
shares
|
$4.29 Million
2.3% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
44,085
shares
|
$4.25 Million
0.06% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
44,066
shares
|
$4.25 Million
0.07% of portfolio
|
Q2 2022
Added 33.83%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
44,020
shares
|
$4.24 Million
0.12% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
43,744
shares
|
$4.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Feb 04, 2025 Q4 2024 |
43,676
shares
|
$4.21 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
43,465
shares
|
$4.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
43,372
shares
|
$4.18 Million
0.07% of portfolio
|
Q3 2023
Reduced 75.71%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
43,013
shares
|
$4.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.61%
|