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Disclosery

UPS UNITED PARCEL SVCS INC

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COM (common), issuer CIK 1090727

2,255 managers (2,293 13F filers) reported a position in UPS shares at 2024-12-31, 513,976,682 shares in all. 130 filers opened a position and 146 filers sold out during the quarter.

Managers
2,255
13F filers
2,293
New
130
Added
790
Reduced
962
Sold out
146
Shares held by filers
513,976,682

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,010$253K<0.01%-56913F-HRTimelineGroup
James J. Burns & Company, LLC2,006$253K0.04%013F-HRTimeline
Quinn Opportunity Partners LLC2,000$252K0.02%new13F-HRTimeline
Harbor Advisors LLC2,000$252K0.04%013F-HRTimeline
Cromwell Holdings LLC2,000$252K0.15%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,995$252K0.14%new13F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…1,995$252K0.04%013F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC1,988$251K0.14%new13F-HRTimeline
Certified Advisory Corp1,976$249K0.03%-1613F-HRTimeline
RB Capital Management, LLC1,975$249K0.06%+13513F-HRTimeline
Beaton Management Co. Inc.1,974$249K0.13%-30013F-HRTimeline
Nautilus Advisors LLC1,971$248K0.2%13F-HRTimeline
Headlands Technologies LLC1,968$248K0.02%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,963$248K0.09%-19213F-HRTimeline
GWN SECURITIES INC.1,859$247K0.07%13F-HRTimeline
Aries Wealth Management1,956$247K0.07%013F-HRTimeline
Texas Capital Bancshares Inc/TX1,956$247K0.1%+12913F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,955$247K0.13%013F-HRTimeline
IMS Capital Management1,954$246K0.11%-39013F-HRTimeline
Williamson Legacy Group, LLC1,948$246K0.16%+1613F-HRTimeline
PFS Partners, LLC1,947$246K0.13%013F-HRTimeline
Paulson Wealth Management Inc.1,945$245K0.07%-93513F-HRTimeline
Marshall Financial Group, LLC1,944$245K0.06%-1113F-HRTimeline
Latitude Advisors, LLC1,940$245K0.14%+12013F-HRTimeline
CYBER HORNET ETFs LLC1,938$244K0.23%+1513F-HRTimeline
BANK OZK1,927$243K0.1%-2,04713F-HRTimeline
Meadow Creek Wealth Advisors LLC1,925$243K0.17%+2013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,918$242K0.01%-1,25513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,078$242K0.09%13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC1,912$241K0.06%new13F-HRTimeline
Hoxton Planning & Management, LLC1,911$241K0.09%+2313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…1,906$240K0.25%-1,18413F-HRTimeline
Crestmont Private Wealth LLC1,902$240K0.11%+10613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…1,897$239K0.09%-3213F-HRTimelineGroup
WMS Partners, LLC1,896$239K0.01%+6213F-HRTimeline
Valtrion Capital Management, LLC1,886$238K0.31%13F-HRTimeline
GERBER, LLC1,885$238K0.17%013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC1,883$237K0.01%-8913F-HRTimelineGroup
SAWGRASS ASSET MANAGEMENT LLC1,878$237K0.03%-8913F-HRTimeline
Leisure Capital Management1,876$237K0.09%-5313F-HRTimeline
NovaPoint Capital, LLC1,874$236K0.07%+20013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,873$236K0.07%-44613F-HRTimeline
Horan Securities, Inc.1,864$235K0.09%-8613F-HRTimeline
HBW ADVISORY SERVICES LLC1,864$235K0.02%-13213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,861$235K0.02%-44413F-HRTimeline
Vertex Planning Partners, LLC1,858$234K0.05%-12913F-HRTimeline
Red Wave Investments LLC1,854$234K0.08%+1513F-HRTimeline
Veracity Capital LLC1,854$234K0.09%-19913F-HRTimeline
RAHLFS CAPITAL, LLC1,850$233K0.23%13F-HR/ATimeline
AGH Wealth Advisors, LLC1,849$233K0.22%13F-HRTimeline
Roxbury Financial LLC1,714$233K0.22%13F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC1,838$232K0.06%-11313F-HRTimeline
Haven Private, LLC1,836$232K0.13%13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,828$231K0.03%+1113F-HRTimeline
SignalPoint Asset Management, LLC1,828$230K0.06%-9513F-HRTimeline
TRUE Private Wealth Advisors1,825$230K0.03%+1713F-HRTimeline
Smithfield Trust Co1,830$230K0.01%-19513F-HRTimeline
Severin Investments, LLC1,819$229K0.23%13F-HRTimeline
1248 Management, LLC1,818$229K0.1%13F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,816$229K0.14%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,812$228K0.07%013F-HRTimeline
E Fund Management Co., Ltd.1,810$228K0.01%new13F-HRTimeline
WealthPLAN Partners, LLC1,807$228K0.03%+19313F-HRTimeline
First Western Trust Bank1,804$227K0.01%-11713F-HRTimeline
DF DENT & CO INC1,801$227K<0.01%-54813F-HRTimeline
Granite FO LLC1,800$227K0.13%013F-HRTimeline
R Squared Ltd1,796$226K0.22%13F-HRTimeline
WEST PACES ADVISORS INC.1,795$226K0.06%-21013F-HRTimeline
Redhawk Wealth Advisors, Inc.1,794$226K0.03%-24613F-HRTimeline
Gimbal Financial1,790$226K0.18%-213F-HRTimeline
Oak Asset Management, LLC1,786$225K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.1,785$225K0.07%-4513F-HRTimeline
Lodestone Wealth Management LLC1,784$225K0.11%+2013F-HRTimeline
Sather Financial Group Inc1,779$224K0.01%013F-HRTimeline
FDx Advisors, Inc.1,774$224K0.07%-5713F-HRTimeline
Kathmere Capital Management, LLC1,770$223K0.02%+20113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,768$223K0.01%-60313F-HRTimelineGroup
Nemes Rush Group LLC1,769$223K0.03%-9,52413F-HRTimeline
Accredited Wealth Management, LLC1,768$223K0.2%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,768$223K0.01%-71113F-HRTimelineGroup
Forza Wealth Management, LLC1,767$223K0.1%+1713F-HRTimeline
Bray Capital Advisors1,764$222K0.06%+1113F-HRTimeline
Integrity Financial Corp /WA1,754$221K0.13%-10013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,750$221K0.03%-92513F-HRTimeline
AdvisorNet Financial, Inc1,739$219K0.02%-8413F-HRTimeline
Hudson Capital Management LLC1,736$219K0.07%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,736$219K0.02%+3813F-HRTimeline
Proficio Capital Partners LLC1,735$219K0.02%new13F-HR/ATimeline
Tanglewood Legacy Advisors, LLC1,734$219K0.09%013F-HRTimeline
MA Private Wealth1,731$218K0.04%013F-HRTimeline
BOSTON FAMILY OFFICE LLC1,725$218K0.01%-1,93613F-HRTimeline
Convergence Financial, LLC1,728$218K0.04%+8813F-HRTimeline
New Hampshire Trust1,725$218K0.05%-64413F-HRTimeline
McIlrath & Eck, LLC1,715$216K0.03%-13513F-HRTimeline
Bond & Devick Financial Network, Inc.1,581$216K0.09%013F-HRTimeline
Indiana Trust & Investment Management Co1,709$216K0.07%+1713F-HRTimeline
Reynders McVeigh Capital Management, LLC1,706$215K0.01%-77513F-HRTimeline
GREAT LAKES ADVISORS, LLC1,704$215K<0.01%-7113F-HRTimeline
Trust Co1,700$214K0.02%+26213F-HRTimeline
FOSTER & MOTLEY INC1,700$214K0.01%-45813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,693$213K<0.01%+18313F-HRTimelineGroup
Ellenbecker Investment Group1,692$213K0.04%+413F-HRTimeline
Quadrant Private Wealth Management, LLC1,684$212K0.05%+20213F-HRTimeline
Financial Enhancement Group LLC1,697$212K0.03%new13F-HRTimeline
Pacific Sage Partners, LLC1,677$212K0.05%+7713F-HRTimeline
FIRST AMERICAN TRUST, FSB1,675$211K0.02%-31713F-HRTimeline
Castleview Partners, LLC1,704$211K0.11%+5713F-HR/ATimeline
Coastline Trust Co1,670$211K0.02%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Peoples Bank/KS1,668$210K0.15%013F-HRTimeline
First Heartland Consultants, Inc.1,668$210K0.02%new13F-HRTimeline
Petros Family Wealth, LLC1,667$210K0.23%13F-HRTimeline
Aspire Capital Advisors LLC1,650$208K0.06%013F-HRTimeline
ASPIRIANT, LLC1,641$207K0.01%-30213F-HRTimeline
Fort Sheridan Advisors LLC1,636$206K0.03%new13F-HRTimeline
MTM Investment Management, LLC1,631$206K0.08%-36113F-HRTimeline
Acorns Advisers, LLC1,629$205K<0.01%new13F-HRTimeline
Legacy Bridge, LLC1,618$204K0.11%013F-HRTimeline
WealthCare Investment Partners, LLC1,643$204K0.09%+7413F-HRTimeline
PharVision Advisers, LLC1,614$204K0.17%13F-HRTimeline
Callan Capital, LLC1,612$203K0.01%-37713F-HRTimeline
Tandem Investment Advisors, Inc.1,613$203K0.01%-5013F-HRTimeline
Quantum Financial Advisors, LLC1,608$203K0.03%-17613F-HRTimeline
Avior Wealth Management, LLC1,607$203K0.01%-83013F-HRTimeline
FourThought Financial Partners, LLC1,603$202K0.02%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,601$202K0.06%-72713F-HRTimeline
Compagnie Lombard Odier SCmA1,600$202K<0.01%+1,59113F-HRTimeline
Mill Capital Management, LLC1,600$202K0.02%013F-HRTimeline
Next Level Private LLC1,598$202K0.08%013F-HRTimeline
MN Wealth Advisors, LLC1,586$200K0.11%-1413F-HRTimeline
Kercheville Advisors, LLC1,587$200K0.08%+5013F-HRTimeline
VESTOR CAPITAL, LLC1,575$199K0.02%+21013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,565$197K0.15%013F-HR/ATimeline
CarsonAllaria Wealth Management, Ltd.1,558$196K0.11%+48113F-HRTimeline
Stuart Chaussee & Associates, Inc.1,537$194K0.05%013F-HRTimeline
MEMBERS CAPITAL ADVISORS INC1,481$187K0.17%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,474$186K-11,341Timeline
PSI Advisors, LLC1,456$184K0.05%+1,20713F-HRTimeline
Spurstone Advisory Services, LLC1,453$183K3.49%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,425$180K0.14%13F-HRTimeline
SBI Securities Co., Ltd.1,407$177K0.01%13F-HRTimeline
PAYDEN & RYGEL1,400$177K0.02%013F-HRTimeline
U S GLOBAL INVESTORS INC1,391$175K0.02%-10813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,380$174K0.16%-1113F-HRTimeline
Brooklyn Investment Group1,379$174K0.05%-1,08213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,378$174K0.07%-24613F-HRTimeline
Elgethun Capital Management1,365$172K0.04%+1713F-HRTimeline
Bullock Wealth Management Group1,335$168K0.1%-50913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,321$167K0.06%-10013F-HRTimeline
Aster Capital Management (DIFC) Ltd1,300$164K0.06%+92013F-HRTimeline
Missouri Trust & Investment Co1,285$162K0.06%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,281$162K0.09%13F-HRTimeline
Lavaca Capital LLC1,279$161K0.07%new13F-HRTimeline
Murphy & Mullick Capital Management Corp1,265$160K0.15%13F-HRTimeline
Crews Bank & Trust1,263$159K0.03%13F-HRTimeline
Peterson Wealth Services1,262$159K0.05%+1113F-HRTimeline
Glass Jacobson Investment Advisors llc1,260$159K0.05%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,259$159K0.01%+35213F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,365$156K0.07%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,222$155K0.07%+613F-HRTimeline
Clearstead Trust, LLC1,216$153K0.03%+513F-HRTimeline
Beacon Capital Management, LLC1,206$152K0.02%-25013F-HRTimeline
Financiere des Professionnels - Fonds d…1,200$151K0.01%013F-HRTimeline
Asset Planning,Inc1,189$150K0.11%13F-HRTimeline
Centricity Wealth Management, LLC1,180$149K0.14%13F-HRTimeline
DT Investment Partners, LLC1,152$145K0.01%-1,01013F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…1,158$145K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,146$145K0.02%+5613F-HRTimeline
Rise Advisors, LLC1,102$139K0.07%-31713F-HRTimeline
Creekmur Asset Management LLC1,090$137K0.03%+1113F-HRTimeline
West Branch Capital LLC1,074$135K0.04%-613F-HRTimeline
Field & Main Bank1,060$134K0.05%-98513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,051$133K0.07%-813F-HRTimeline
TOBAM1,048$132K0.04%-25113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Place Capital Corp1,036$131K0.04%-76913F-HRTimeline
FNY Investment Advisers, LLC1,033$130K0.07%new13F-HRTimeline
Aviso Financial Inc.1,020$129K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC1,013$128K0.1%-13213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.1,007$127K0.02%-2113F-HRTimeline
MCF Advisors LLC1,006$127K0.01%-10813F-HRTimeline
Golden State Wealth Management, LLC977$123K0.02%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC876$120K0.07%13F-HRTimeline
Asset Dedication, LLC940$119K0.01%+6013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP930$117K0.01%-63513F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC924$117K0.03%-20,40013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,017$116K0.01%-7,99213F-HRTimelineGroup
Key Financial Inc920$116K0.03%+2113F-HRTimeline
MilWealth Group LLC917$116K0.03%013F-HRTimeline
Davis Capital Management900$113K0.09%-6013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding884$111KnewTimeline
Rosenberg Matthew Hamilton883$111K0.03%-15513F-HRTimeline
Covestor Ltd879$111K0.07%-14513F-HRTimeline
Plante Moran Financial Advisors, LLC867$109K0.01%-13313F-HRTimeline
Bellwether Advisors, LLC850$107K0.02%new13F-HRTimeline
General Partner, Inc.842$106K0.06%013F-HRTimeline
Westside Investment Management, Inc.836$105K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.799$101K0.02%-6713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC794$100K<0.01%-7,84713F-HRTimeline
American Capital Advisory, LLC774$97.6K0.05%013F-HRTimeline
Rakuten Securities, Inc.767$96.7K0.04%+26513F-HRTimeline
WEBSTER BANK, N. A.762$96.1K0.01%-1913F-HRTimeline