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 2,572 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 $48.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
158
shares
|
$15,589
0.01% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
156
shares
|
$15,392
0.01% of portfolio
|
Q1 2024
Added 183.64%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
156
shares
|
$15,392
0.01% of portfolio
|
Q1 2025
Added 95.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
155
shares
|
$15,293
0.02% of portfolio
|
Q3 2023
Reduced 30.49%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
154
shares
|
$15,195
0.0% of portfolio
|
Q2 2024
Reduced 93.93%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
150
shares
|
$14,800
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
150
shares
|
$14,800
0.01% of portfolio
|
Q2 2024
Reduced 95.77%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
150
shares
|
$14,800
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
149
shares
|
$14,701
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
143
shares
|
$14,109
0.0% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
140
shares
|
$13,813
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
140
shares
|
$13,813
0.01% of portfolio
|
Q4 2024
Reduced 31.03%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
134
shares
|
$13,221
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
132
shares
|
$13,024
0.0% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
129
shares
|
$12,728
0.01% of portfolio
|
Q3 2023
Reduced 35.18%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
129
shares
|
$12,728
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
129
shares
|
$12,728
0.01% of portfolio
|
Q2 2024
Added 5.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
125
shares
|
$12,333
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
121
shares
|
$11,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
118
shares
|
$11,643
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
117
shares
|
$11,544
0.01% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
115
shares
|
$11,347
0.01% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
113
shares
|
$11,149
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
111
shares
|
$10,952
0.01% of portfolio
|
Q4 2024
Reduced 77.25%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
110
shares
|
$10,853
0.01% of portfolio
|
Q4 2024
New holding
|