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 2,450 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,475
shares
|
$2.83 Million
0.35% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
22,342
shares
|
$2.81 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
22,236
shares
|
$2.8 Million
5.44% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
22,214
shares
|
$2.8 Million
0.23% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
22,183
shares
|
$2.79 Million
0.77% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
22,105
shares
|
$2.78 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
22,007
shares
|
$2.77 Million
0.16% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
22,005
shares
|
$2.77 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
21,870
shares
|
$2.75 Million
1.48% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
21,829
shares
|
$2.75 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
21,751
shares
|
$2.74 Million
0.96% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
21,721
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
21,688
shares
|
$2.73 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
21,574
shares
|
$2.71 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,545
shares
|
$2.71 Million
0.77% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
21,476
shares
|
$2.7 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
21,378
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
21,350
shares
|
$2.69 Million
0.17% of portfolio
|
Q4 2024
Added 70.26%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
21,330
shares
|
$2.68 Million
0.35% of portfolio
|
Q3 2024
Added 40.68%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
21,324
shares
|
$2.68 Million
1.09% of portfolio
|
Q2 2024
Added 16.37%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
21,292
shares
|
$2.68 Million
0.8% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
21,281
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
21,254
shares
|
$2.67 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
21,096
shares
|
$2.65 Million
0.07% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
21,084
shares
|
$2.65 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.22%
|