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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
Strengthening Families & Communities, L…753$95K0.05%-12,68113F-HRTimeline
UNION SAVINGS BANK727$91.7K0.05%-9813F-HRTimeline
Global Financial Private Client, LLC695$87.6K0.03%-4913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP686$86.5K0.01%-2313F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…670$84.5K0.03%-14013F-HRTimeline
Redwood Park Advisors LLC654$82.5K0.07%13F-HRTimeline
LRI Investments, LLC645$81.3K0.01%-18013F-HRTimeline
IAG Wealth Partners, LLC640$80.7K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC635$80K0.03%13F-HRTimeline
NFSG Corp611$77K0.02%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC596$75.2K0.02%-30013F-HRTimeline
HALL LAURIE J TRUSTEE600$75K0.02%013F-HRTimeline
First Pacific Financial585$73.7K0.02%-25713F-HRTimeline
Medallion Wealth Advisors, LLC585$73.6K0.04%13F-HRTimeline
Dunhill Financial, LLC581$73.3K0.03%-1,25013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC570$71.9K0.02%013F-HRTimelineGroup
Quent Capital, LLC558$70.4K0.01%+8013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC550$69.4K0.04%-25013F-HRTimeline
TFC Financial Management, Inc.543$68.5K0.01%013F-HRTimeline
Canton Hathaway, LLC530$67K0.02%013F-HRTimeline
First Command Advisory Services, Inc.520$65.6K<0.01%-20013F-HRTimeline
CNB Bank520$65.6K0.03%-26013F-HRTimeline
Quarry LP518$65.3K0.01%new13F-HRTimeline
Bayforest Capital Ltd508$64.1K0.08%13F-HRTimeline
Christopher J. Hasenberg, Inc503$63.4K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC502$63.3K0.02%+5013F-HRTimeline
Advantage Trust Co500$63K0.04%013F-HRTimeline
FIRST FINANCIAL CORP /IN/471$59.4K0.03%+31713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC469$59.1K<0.01%-1,84113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OLD SECOND NATIONAL BANK OF AURORA469$59.1K0.01%-6,70813F-HRTimeline
WPG Advisers, LLC468$59K0.05%13F-HRTimeline
Fairscale Capital, LLC466$58.8K0.05%-6013F-HRTimeline
JNBA Financial Advisors454$57.3K0.01%013F-HRTimeline
Putney Financial Group LLC447$56.4K0.05%13F-HRTimeline
Beaird Harris Wealth Management, LLC445$56.1K<0.01%013F-HRTimeline
Avion Wealth451$56K0.01%+41513F-HRTimeline
Bogart Wealth, LLC441$55.6K<0.01%-713F-HRTimeline
SWAN Capital LLC439$55.4K0.03%013F-HRTimeline
VSM Wealth Advisory, LLC439$55.3K0.02%13F-HRTimeline
Pacific Center for Financial Services428$54K0.01%013F-HRTimeline
PrairieView Partners, LLC420$52K0.01%+27013F-HRTimeline
Atlantic Edge Private Wealth Management…408$51.5K0.02%+30813F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC404$50.9K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.400$50.4K0.01%013F-HRTimeline
Valued Wealth Advisors LLC394$49.7K0.03%+5513F-HRTimeline
Addison Advisors LLC391$49.3K0.01%-89913F-HRTimeline
Hilltop National Bank383$48.3K0.01%-6013F-HRTimeline
S&T Bank/PA370$46.7K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC366$46.2K0.03%-3713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.361$45.5K<0.01%-23313F-HRTimeline
Richardson Capital Management LLC350$44.1K0.03%new13F-HRTimeline
REAP Financial Group, LLC348$43.9K0.01%+7613F-HRTimeline
Aventura Private Wealth, LLC345$43.5K0.02%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC344$43.3K0.01%-1213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC340$42.9K0.01%+2413F-HRTimeline
Pingora Partners LLC335$42.2K0.03%013F-HRTimeline
Northwest Capital Management Inc329$41.5K0.02%+113F-HRTimeline
Graney & King, LLC324$40.9K0.03%13F-HRTimeline
Winch Advisory Services, LLC322$40.6K0.01%+16013F-HRTimeline
Blume Capital Management, Inc.320$40.4K0.01%013F-HRTimeline
Operose Advisors LLC318$40.1K0.01%-24913F-HRTimeline
Millstone Evans Group, LLC312$39.3K0.03%13F-HRTimeline
Wiser Advisor Group LLC309$39K0.06%+413F-HRTimeline
Game Plan Financial Advisors, LLC311$39K0.02%-2513F-HRTimeline
OFI INVEST ASSET MANAGEMENT313$38.1K<0.01%13F-HRTimeline
ESL Trust Services, LLC300$37.8K0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC300$37.8K0.03%new13F-HRTimeline
Tidemark, LLC297$37.4K0.01%+16113F-HRTimeline
Financial Perspectives, Inc293$37K0.01%013F-HRTimeline
GW&K Investment Management, LLC285$36K<0.01%+2513F-HRTimeline
TruNorth Capital Management, LLC285$35.9K0.01%-2013F-HRTimeline
Abound Wealth Management283$35.7K0.01%+4113F-HRTimeline
Hopwood Financial Services, Inc.280$35.3K0.03%13F-HRTimeline
Morton Brown Family Wealth, LLC276$34.8K0.01%013F-HRTimeline
Empirical Asset Management, LLC12,036$34.6K0.01%+9313F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC253$34.6K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC274$34.6K0.03%+3213F-HRTimeline
Whipplewood Advisors, LLC273$34.4K0.02%13F-HRTimeline
Founders Capital Management270$34K0.02%013F-HRTimeline
TSFG, LLC271$34K0.01%-16913F-HRTimeline
WINNACLE WEALTH LLC269$33.9K0.03%13F-HRTimeline
FSA Wealth Management LLC262$33K0.01%013F-HRTimeline
Transce3nd, LLC262$33K0.01%13F-HRTimeline
Evelyn Partners Investment Management (…250$31.5K0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC249$31.4K0.06%-99113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.247$31.1K0.02%13F-HRTimeline
Princeton Global Asset Management LLC246$31K0.01%013F-HRTimeline
Kennebec Savings Bank247$30.9K0.03%-30513F-HRTimeline
Centerpoint Advisors, LLC239$30K0.01%+213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.237$29.9K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.237$29.9K0.03%13F-HRTimeline
Gen-Wealth Partners Inc228$28.8K0.01%-513F-HRTimeline
Fourth Dimension Wealth, LLC225$28.4K0.01%13F-HRTimeline
Stephens Consulting, LLC223$28.1K0.01%013F-HRTimeline
HBC Financial Services, PLLC222$28K0.02%+113F-HRTimeline
PEAK6 LLCin group PEAK6 LLC220$27.7K<0.01%13F-HRTimelineGroup
Pacifica Partners Inc.222$27.5K0.01%-1513F-HRTimeline
IFS Advisors, LLC216$27.2K0.02%+15113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.215$27.1K0.14%new13F-HRTimeline
Painted Porch Advisors LLC211$26.6K0.01%+19513F-HRTimeline
PINNEY & SCOFIELD, INC.211$26.6K0.02%13F-HRTimeline
Front Row Advisors LLC210$26.5K0.01%013F-HRTimeline
Salomon & Ludwin, LLC210$26.5K<0.01%-3313F-HRTimeline
WR Wealth Planners, LLC210$26.4K0.01%-3013F-HRTimeline
Generali Investments, Management Co LLC205$25.9K0.01%13F-HRTimeline
Eagle Bay Advisors LLC203$25.6K0.02%-15713F-HRTimeline
Guardian Wealth Management, Inc.203$25.6K0.02%+313F-HRTimeline
Security National Bank200$25.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank200$25.2K0.02%013F-HRTimeline
IMG Wealth Management, Inc.200$25.2K0.02%13F-HRTimeline
HORIZON BANCORP INC /IN/189$24K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC190$24K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC186$23.4K<0.01%-313F-HRTimeline
Modus Advisors, LLC182$22.9K0.01%-9,03413F-HRTimeline
WealthCollab, LLC181$22.8K0.01%013F-HRTimeline
Joseph Group Capital Management180$22.7K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …177$22.3K0.04%+6613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…175$22.1K0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC168$21.2K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.168$21.2K<0.01%new13F-HRTimeline
Hemington Wealth Management167$21K0.01%+413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…164$20.7K0.01%-64513F-HRTimeline
Red Tortoise LLC162$20.4K0.01%+213F-HRTimeline
Cassady Schiller Wealth Management, LLC158$19.9K0.01%+3013F-HRTimeline
Prestige Wealth Management Group LLC154$19.4K<0.01%013F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC150$18.9K<0.01%-3613F-HRTimeline
Coston, McIsaac & Partners149$18K0.01%+113F-HRTimeline
Cornerstone Planning Group LLC132$18K<0.01%+513F-HRTimeline
Clark Wealth Partners141$17.8K0.01%13F-HRTimeline
BFSG, LLC140$17.7K<0.01%013F-HRTimeline
Mendota Financial Group, LLC140$17.7K0.01%-6313F-HRTimeline
Avalon Trust Co134$16.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA129$16.3K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc129$16.3K0.01%013F-HRTimeline
Transcendent Capital Group LLC129$16.3K0.01%013F-HRTimeline
Financial Freedom, LLC125$15.8K0.01%013F-HRTimeline
SIERRA OCEAN, LLC121$15.3K0.01%13F-HRTimeline
Spectrum Wealth Counsel, LLC118$14.9K<0.01%013F-HRTimeline
Caitlin John, LLC115$14.6K0.01%013F-HRTimeline
Hanson & Doremus Investment Management113$14K<0.01%+113F-HRTimeline
Householder Group Estate & Retirement S…111$14K0.01%-37713F-HRTimeline
CURIO WEALTH, LLC110$13.9K0.01%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.109$13.7K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC108$13.6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC106$13.4K0.01%13F-HRTimeline
AllSquare Wealth Management LLC104$13.1K0.01%013F-HRTimeline
GoalVest Advisory LLC103$13K<0.01%-6413F-HRTimeline
Mascoma Wealth Management LLC100$12.6K<0.01%-11013F-HRTimeline
Investment Research & Advisory Group, I…100$12.6K0.01%013F-HRTimeline
Family CFO Inc100$12.6K0.01%013F-HRTimeline
Atlatl Advisers LLC100$12.6K0.01%13F-HRTimeline
Aspetuck Financial Management LLC100$12.6K0.01%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC91$11.5K<0.01%+113F-HRTimeline
Ruedi Wealth Management, Inc.90$11.3K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc89$11.2K<0.01%-2213F-HRTimeline
Vermillion Wealth Management, Inc.87$11K0.01%13F-HRTimeline
Crewe Advisors LLC86$10.8K<0.01%-12313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.86$10.8K0.01%013F-HRTimeline
Olistico Wealth, LLC86$10.8K0.01%013F-HRTimeline
Holos Integrated Wealth LLC85$10.7K0.01%13F-HRTimeline
Legend Financial Advisors, Inc.83$10.5K0.01%new13F-HRTimeline
Gould Capital, LLC83$10.5K0.01%-14913F-HRTimeline
YANKCOM Partnership83$10.5K0.01%13F-HRTimeline
Rialto Wealth Management, LLC80$10.1K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC79$10K<0.01%-613F-HRTimeline
Moser Wealth Advisors, LLC79$9.96K0.01%013F-HRTimeline
HighMark Wealth Management LLC76$9.62K0.01%+2213F-HRTimeline
Costello Asset Management, INC75$9.46K0.01%013F-HRTimeline
Eukles Asset Management73$9.21K<0.01%013F-HRTimeline
Evolution Advisers, Inc.79$9K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC70$8.83K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC69$8.66K<0.01%+113F-HRTimeline
Union Bancaire Privee, UBP SA68$8.52K<0.01%13F-HR/ATimeline
FSC Wealth Advisors, LLC67$8.42K0.01%-413F-HRTimeline
Lowe Wealth Advisors, LLC66$8.32K<0.01%+4113F-HRTimeline
Iron Horse Wealth Management, LLC60$7.57K<0.01%+913F-HRTimeline
POM Investment Strategies, LLC59$7.44K0.01%new13F-HRTimeline
Fairway Wealth LLC59$7.44K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.56$7.06K0.01%+2213F-HRTimeline
True Wealth Design, LLC54$6.75K<0.01%-16013F-HRTimeline
Creative Capital Management Investments…52$6.56K<0.01%+5013F-HRTimeline
Pineridge Advisors LLC51$6.38K<0.01%+113F-HRTimeline
Carolina Wealth Advisors, LLC50$6.3K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…50$6.3K<0.01%-5013F-HRTimeline
Nordwand Advisors, LLC50$6.3K<0.01%013F-HRTimeline
CGC Financial Services, LLC50$6.3K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/50$6.3K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC49$6.18K<0.01%+313F-HRTimeline
Wingate Wealth Advisors, Inc.48$6.05K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.47$5.91K0.01%13F-HRTimeline
Signature Resources Capital Management,…45$5.67K0.01%013F-HRTimeline
SJS Investment Consulting Inc.42$5.3K<0.01%-40413F-HRTimeline
Sanctuary Wealth Management, L.L.C.42$5.3K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC41$5.17K<0.01%-14213F-HRTimeline
Estabrook Capital Management40$5.04K<0.01%013F-HRTimeline
Citizens National Bank Trust Department40$5.04K<0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.40$5.04K<0.01%013F-HRTimeline
Compass Financial Services Inc38$4.85K<0.01%13F-HRTimeline
Tributary Capital Management, LLC38$4.79K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC35$4.77K<0.01%new13F-HRTimelineGroup