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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
Capital A Wealth Management, LLC36$4.54K0.01%13F-HRTimeline
LAM GROUP, INC.34$4.29K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC34$4.29K<0.01%013F-HRTimeline
Robinswood Financial LLC33$4.21K<0.01%013F-HRTimeline
Financial Connections Group, Inc.31$4K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30$4K<0.01%-1613F-HRTimelineGroup
Newton One Investments LLC31$3.95K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.31$3.91K<0.01%013F-HRTimeline
BIRCHBROOK, INC.30$3.78K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC29$3.66K<0.01%13F-HRTimeline
Marquette Asset Management, LLC28$3.53K<0.01%013F-HRTimeline
Howard Capital Management Group, LLC28$3.53K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC26$3.28K<0.01%013F-HR/ATimeline
PFG Private Wealth Management, LLC26$3.28K<0.01%+913F-HRTimeline
Atlantic Private Wealth, LLC25$3.21K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC25$3.15K<0.01%013F-HRTimeline
MRP Capital Investments, LLC25$3.15K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC25$3.15K<0.01%+413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC25$3.15K<0.01%013F-HRTimeline
Talon Private Wealth, LLC25$3.15K<0.01%013F-HR/ATimeline
New England Capital Financial Advisors …25$3.13K<0.01%+113F-HRTimeline
Synergy Investment Management, LLC22$2.77K<0.01%13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV21$2.65K<0.01%13F-HRTimeline
Bradley & Co. Private Wealth Management…21$2.65K<0.01%13F-HRTimeline
ATWOOD & PALMER INC20$2.52K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …20$2.52K<0.01%-213F-HRTimelineGroup
PayPay Securities Corp20$2.52K0.11%new13F-HRTimeline
Principia Wealth Advisory, LLC20$2.52K<0.01%13F-HRTimeline
Kozak & Associates, Inc.20$2.42K<0.01%+913F-HRTimeline
BOK Financial Private Wealth, Inc.19$2.4K<0.01%-14513F-HRTimeline
Menard Financial Group LLC18$2.27K<0.01%new13F-HRTimeline
Hara Capital LLC18$2.27K<0.01%013F-HR/ATimeline
Global Wealth Strategies & Associates17$2.14K<0.01%013F-HRTimeline
Riverview Trust Co16$2.02K<0.01%013F-HRTimeline
Main Street Group, LTD16$2.02K<0.01%-10013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$1.89K<0.01%-11513F-HRTimeline
Orion Capital Management LLC14$1.76K<0.01%new13F-HRTimeline
State of Wyoming13$1.64K<0.01%+213F-HRTimeline
ROSS\JOHNSON & Associates LLC13$1.64K0.04%13F-HRTimeline
LANARK FINANCIAL, INC.10$1.28K0.12%-9,84013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…10$1.26K<0.01%-2513F-HRTimelineGroup
Dakota Community Bank & Trust NA10$1.26K0.01%-4513F-HRTimeline
Riggs Asset Managment Co. Inc.10$1.25K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.8$1.01K<0.01%13F-HRTimeline
CKW FINANCIAL GROUP5$1K<0.01%-4,30113F-HRTimeline
Winthrop Capital Management, LLC4$1K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC7$863<0.01%13F-HRTimeline
NVWM, LLC5$631<0.01%-413F-HRTimeline
RE Dickinson Investment Advisors, LLC365$4600.03%013F-HR/ATimeline
Cherry Tree Wealth Management, LLC3$379<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2$308<0.01%013F-HRTimeline
High Note Wealth, LLC2$252<0.01%new13F-HRTimeline
Activest Wealth Management2$252<0.01%+213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2$201<0.01%013F-HRTimeline
JDM Financial Group LLC0$00%-1013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.