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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
Atria Investments, Inc68,059$8.58M0.11%-1,44113F-HRTimeline
Bell Bank67,806$8.55M0.64%+8,71213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC67,386$8.5M0.12%-5,00913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…67,077$8.46M0.02%-6,64913F-HR/ATimeline
MACKENZIE FINANCIAL CORP67,015$8.45M0.01%+4,93513F-HR/ATimeline
Elo Mutual Pension Insurance Co66,847$8.43M0.18%-2,47413F-HRTimeline
Sowell Financial Services LLC66,629$8.4M0.44%+21613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC66,148$8.34M0.03%+37,93613F-HRTimeline
Cooper Financial Group65,907$8.31M1%+51,36013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding65,804$8.3M+50,282Timeline
Summit Financial Wealth Advisors, LLC74,074$8.24M1.61%+14,98913F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…64,950$8.19M0.02%+1,99713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.64,682$8.16M0.05%-17,31813F-HRTimeline
EDGAR LOMAX CO/VA64,620$8.15M0.53%-1,51513F-HRTimeline
MAIRS & POWER INC64,529$8.14M0.08%-16,61513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC64,132$8.09M0.73%+18,35013F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …63,745$8.03M0.41%-7,75513F-HRTimelineGroup
NewSquare Capital LLC63,978$8.01M0.64%+32,29413F-HRTimeline
Baker Avenue Asset Management, LP62,977$7.94M0.24%-40013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND62,664$7.9M0.15%-1013F-HRTimeline
Evercore Wealth Management, LLC62,117$7.83M0.12%+16,88013F-HRTimeline
GAM Holding AGin group GAM Holding AG61,574$7.76M0.58%-1,93913F-HRTimelineGroup
United Advisor Group, LLC61,522$7.76M1.53%-18013F-HRTimeline
U.S. Capital Wealth Advisors, LLC61,055$7.7M0.24%-55,36013F-HRTimeline
Composition Wealth, LLC60,935$7.68M0.16%+8,54313F-HRTimeline
MAI Capital Management60,666$7.65M0.06%+3,48213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding60,554$7.64M+150Timeline
Visionary Wealth Advisors60,133$7.58M0.44%-20,11813F-HRTimeline
Sagefield Capital LPin group Sagefield Capital LP60,033$7.57M0.82%-4,53813F-HRTimelineGroup
Ally Financial Inc.in group Ally Financial Inc.60,000$7.57M0.92%013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC59,697$7.53M0.44%-2013F-HRTimeline
WESBANCO BANK INC59,268$7.47M0.26%-1,11313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP59,215$7.47M1.42%-1,25213F-HRTimeline
Cresset Asset Management, LLC59,110$7.45M0.04%-33,51113F-HRTimeline
First National Bank of Mount Dora, Trus…59,031$7.44M1.74%+27,47213F-HRTimeline
Iowa State Bank58,949$7.43M1.55%-69913F-HRTimeline
Clark & Stuart, Inc58,915$7.43M5.44%13F-HRTimeline
Tufton Capital Management58,851$7.42M1.4%+4,01413F-HRTimeline
LEE DANNER & BASS INC58,665$7.4M0.59%+7,00513F-HRTimeline
Argent Trust Co58,657$7.4M0.3%-2,79313F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO58,436$7.37M1.4%+2,05213F-HRTimeline
Snowden Capital Advisors LLC58,249$7.35M0.23%-1,95013F-HRTimeline
COUNTRY CLUB BANK58,540$7.34M0.49%-9,35713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,003$7.31M0.2%+10,04113F-HRTimelineGroup
Twin Tree Management, LP57,723$7.28M0.18%new13F-HRTimeline
Glenview Trust Co57,643$7.27M0.14%-55413F-HRTimeline
CIBC WORLD MARKET INC.57,190$7.21M0.02%-10,27613F-HRTimeline
Executive Wealth Management, LLC57,111$7.2M0.56%+71413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC56,803$7.16M0.06%-73313F-HRTimelineGroup
Gulf International Bank (UK) Ltd55,991$7.06M0.18%-60313F-HRTimeline
ROMANO BROTHERS AND COMPANY55,900$7.05M0.89%-27513F-HRTimeline
LYNCH & ASSOCIATES/IN55,893$7.05M1.53%-54313F-HRTimeline
Welch & Forbes LLC55,849$7.04M0.09%-5,24713F-HRTimeline
Federation des caisses Desjardins du Qu…55,152$6.95M0.04%+15,75613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…54,873$6.92M0.73%+29,12213F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…54,260$6.84M0.06%-57713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …53,864$6.79M0.11%+10,41913F-HRTimelineGroup
Gilman Hill Asset Management, LLC53,858$6.79M1.18%-4,94213F-HRTimeline
SHELTON CAPITAL MANAGEMENT53,773$6.78M0.17%-14113F-HRTimeline
GRACE & WHITE INC /NY53,690$6.77M1.27%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC53,482$6.74M0.06%+19,22713F-HRTimelineGroup
Integrated Wealth Concepts LLC53,093$6.7M0.08%+4,89713F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS52,655$6.64M0.12%-13,09113F-HRTimelineGroup
Live Oak Private Wealth LLC52,252$6.59M1.11%-60213F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd52,248$6.59M0.03%-233,24913F-HRTimelineGroup
Gilbert & Cook, Inc.52,140$6.57M0.93%-3,41913F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC51,899$6.54M0.13%+20,65013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC51,021$6.43M0.34%new13F-HRTimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI51,265$6.42M0.15%-7,46313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…50,922$6.42M0.07%+35,00413F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV50,877$6.42M0.88%+9913F-HRTimeline
Texas Yale Capital Corp.50,848$6.41M0.26%-4,79213F-HRTimeline
Gotham Asset Management, LLC50,757$6.4M0.06%+25,86113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.50,740$6.35M0.07%+20,44013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,205$6.33M0.02%+2,21713F-HRTimeline
Linscomb Wealth, Inc.49,509$6.24M0.31%+1,44713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.49,412$6.23M0.73%+2,90813F-HRTimeline
CAPITAL MANAGEMENT CORP /VA48,934$6.17M1.11%+7,54113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC48,881$6.16M0.39%-2,83813F-HRTimeline
Intellus Advisors LLC48,712$6.14M1.06%13F-HRTimeline
Generali Asset Management SPA SGR48,612$6.13M0.16%13F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC48,572$6.12M0.14%+29,93413F-HRTimelineGroup
UniSuper Management Pty Ltd48,299$6.09M0.04%-122,80013F-HRTimeline
Northwest & Ethical Investments L.P.48,004$6.05M0.16%-7,82513F-HRTimeline
PFG Investments, LLC47,897$6.04M0.38%+34,37913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC47,798$6.03M0.56%+1,22713F-HRTimeline
Prospera Financial Services Inc47,634$6.01M0.14%-9,00713F-HRTimeline
Birch Capital Management, LLC47,641$6.01M3.02%+85013F-HRTimeline
Sompo Asset Management Co., Ltd.47,559$6M1.01%+7,24613F-HRTimeline
Value Partners Investments Inc.47,378$5.97M3.37%-530,89913F-HR/ATimeline
Keystone Financial Planning, Inc.47,254$5.96M1.85%-8113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…47,116$5.94M0.15%+43,60713F-HRTimelineGroup
Alberta Investment Management Corp47,100$5.94M0.04%+26,20013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP47,079$5.94M1.07%+44,83413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG47,060$5.93M0.06%-16,98113F-HRTimelineGroup
Koshinski Asset Management, Inc.46,764$5.9M0.53%+6613F-HRTimeline
Independent Advisor Alliance46,258$5.83M0.08%+7,82113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…46,022$5.8M0.16%-41213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…45,668$5.76M0.11%+24,29013F-HRTimelineGroup
Wambolt & Associates, LLC45,637$5.75M1.84%-55313F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO45,110$5.69M0.19%-87313F-HRTimeline
Atria Wealth Solutions, Inc.44,085$5.62M0.06%+4,30013F-HRTimeline
IMC-Chicago, LLC44,483$5.61M0.15%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC44,464$5.61M2.26%+4,02913F-HRTimeline
CMG Global Holdings, LLC42,098$5.58M3.08%+2,44013F-HRTimeline
CX Institutional44,167$5.57M0.22%+9,73313F-HRTimeline
SIGNATUREFD, LLC43,744$5.52M0.1%-20213F-HRTimeline
Hi-Line Capital Management, LLC43,676$5.51M2.41%-28913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK43,465$5.48M0.04%-3,48113F-HRTimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC43,350$5.47M0.91%-1013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,957$5.42M0.22%-8,85913F-HRTimelineGroup
First National Trust Co42,670$5.38M0.2%-76413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV42,530$5.36M1.46%-27013F-HRTimeline
Addenda Capital Inc.42,478$5.36M0.19%-12113F-HRTimeline
Verdence Capital Advisors LLC42,363$5.34M0.43%-11,92613F-HRTimeline
NEOS Investment Management LLC41,985$5.29M0.12%+9,95213F-HRTimeline
HTLF Bank41,845$5.28M0.6%+78213F-HRTimeline
Beacon Pointe Advisors, LLC41,799$5.27M0.06%-18,53913F-HRTimeline
WOODSTOCK CORP41,766$5.27M0.51%-3,07113F-HRTimeline
Sequoia Financial Advisors, LLC41,722$5.26M0.05%-58,85113F-HR/ATimeline
ROWLANDMILLER & PARTNERS.ADV41,581$5.24M1.1%-10513F-HRTimeline
CCM INVESTMENT GROUP, LLC41,821$5.24M0.57%13F-HRTimeline
XML Financial, LLC41,434$5.22M0.48%-1,56013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41,386$5.22M0.04%+64113F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.42,600$5.19M0.01%-59,09413F-HRTimelineGroup
Anchor Investment Management, LLC41,103$5.18M0.48%-1,51013F-HRTimeline
Waterfront Wealth Inc.41,064$5.18M1.26%-57913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC41,019$5.17M1.25%+1,18313F-HR/ATimeline
Ironwood Investment Counsel, LLC40,953$5.16M0.88%-96913F-HRTimeline
Canal Capital Management, LLC40,876$5.15M0.83%-2,32113F-HRTimeline
Adams Asset Advisors, LLC40,769$5.14M0.66%+23,58413F-HRTimeline
Sage Capital Advisors,llc40,300$5.08M1.32%-3,30713F-HRTimeline
Skylands Capital, LLC40,200$5.07M0.71%+7,92513F-HRTimeline
VIKING FUND MANAGEMENT LLC40,000$5.04M0.79%013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP40,000$5.04M0.12%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Columbia Asset Management39,660$5M0.96%-2,62513F-HRTimeline
ALBION FINANCIAL GROUP /UT39,652$5M0.34%-31213F-HRTimeline
TOWER BRIDGE ADVISORS39,546$4.99M0.53%-5513F-HRTimeline
Maryland State Retirement & Pension Sys…39,506$4.98M0.11%-2,19713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC39,307$4.96M0.14%-1,20613F-HRTimeline
Louisiana State Employees Retirement Sy…39,300$4.96M0.09%-1,90013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …39,264$4.95M0.08%-3,27713F-HRTimelineGroup
HB Wealth Management, LLC39,106$4.93M0.05%+6,18313F-HRTimeline
Avantax Planning Partners, Inc.38,999$4.92M0.18%+1,36113F-HRTimeline
Riverview Capital Advisers, LLC38,878$4.9M1.48%-20813F-HRTimeline
Mutual Advisors, LLC37,455$4.87M0.14%+8,59013F-HRTimeline
Crossmark Global Holdings, Inc.38,578$4.86M0.09%-1,54913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC38,547$4.86M2.23%-2,99313F-HRTimeline
InvesTrust38,565$4.86M1.35%13F-HRTimeline
Sheaff Brock Investment Advisors, LLC38,385$4.84M0.42%-2,23713F-HRTimeline
Birch Hill Investment Advisors LLC38,302$4.83M0.22%-4,56313F-HRTimeline
Community Bank, N.A.38,061$4.8M0.62%+55013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.37,927$4.78M0.07%-1,07413F-HRTimelineGroup
EagleClaw Capital Managment, LLC37,905$4.78M0.76%+2,01013F-HRTimeline
Eliot Finkel Investment Counsel, LLC37,615$4.74M3.02%-1513F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC37,632$4.72M0.01%+26,53413F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC37,113$4.68M0.3%-2,46013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC37,083$4.68M0.39%-9,35113F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC36,895$4.65M1.48%+3,13213F-HRTimelineGroup
Capital Investment Counsel, Inc36,845$4.65M0.7%+30113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC36,438$4.59M0.01%+1,15813F-HRTimelineGroup
HBK Sorce Advisory LLC36,383$4.59M0.14%-3,34713F-HRTimeline
Wealthfront Advisers LLC36,353$4.58M0.01%+20,96813F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,300$4.58M-7,203Timeline
ARS Wealth Advisors Group, LLC35,734$4.51M0.62%+60513F-HRTimeline
Borer Denton & Associates, Inc.35,636$4.49M1.56%-1,52913F-HRTimeline
Vinva Investment Management Ltd35,811$4.49M0.17%+7,44313F-HRTimeline
Bank of New Hampshire35,567$4.48M1.15%013F-HRTimeline
Stolper Co35,558$4.48M1.49%+63813F-HRTimeline
North Star Investment Management Corp.35,411$4.47M0.31%-1,48113F-HRTimeline
Bridge Creek Capital Management LLC35,293$4.45M1.37%-87013F-HRTimeline
Fusion Capital, LLC35,184$4.44M1.79%-5,39213F-HRTimeline
Inlet Private Wealth, LLC35,153$4.43M1.17%-2,89013F-HRTimeline
NorthCoast Asset Management LLC35,058$4.42M0.02%+78613F-HR/ATimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD34,962$4.41M0.15%-70013F-HRTimeline
Siemens Fonds Invest GmbH35,097$4.4M0.29%-1,13213F-HR/ATimeline
M&G PLCin group M&G PLC34,897$4.4M0.03%013F-HRTimelineGroup
Advisory Services Network, LLC34,700$4.38M0.08%-1,53113F-HRTimeline
Fisher Funds Management LTD34,731$4.37M0.11%13F-HRTimeline
ICICI Prudential Asset Management Co Ltd34,600$4.36M0.48%013F-HRTimeline
PDS Planning, Inc34,583$4.36M0.39%+32713F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC34,505$4.35M3.57%-11013F-HRTimeline
Financial Partners Group, LLC34,428$4.34M1.8%+5,29713F-HRTimeline
Bragg Financial Advisors, Inc34,226$4.32M0.17%-1,99313F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The34,181$4.31M0.09%+3,37513F-HRTimelineGroup
Global Wealth Management Investment Adv…34,113$4.3M0.89%+10,17613F-HRTimeline
Bleakley Financial Group, LLC33,983$4.29M0.13%-28,59513F-HRTimeline
Sky Investment Group LLC33,774$4.26M0.78%-2,47613F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC33,755$4.26M0.04%+7,17113F-HRTimeline
Achmea Investment Management B.V.in group Achmea Investment Management …33,654$4.24M0.07%-30,18513F-HRTimelineGroup
SUMMITRY LLC33,638$4.24M0.21%+3,19613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK33,233$4.19M0.03%-10,97213F-HRTimelineGroup
OneDigital Investment Advisors LLC33,076$4.17M0.05%+6,88613F-HRTimeline
E. Ohman J:or Asset Management AB33,011$4.16M0.1%+3,40013F-HRTimeline
ADVENT CAPITAL MANAGEMENT /DE/33,000$4.16M0.1%new13F-HRTimeline
FIL Ltdin group FIL Ltd32,759$4.13M<0.01%+6,37513F-HRTimelineGroup
PENN DAVIS MCFARLAND INC32,574$4.11M0.45%-45513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…32,514$4.1M0.11%+3,50013F-HRTimelineGroup
Sand Hill Global Advisors, LLC32,396$4.09M0.17%-5,01513F-HRTimeline
Cornerstone Advisors, LLC32,100$4.05M0.16%013F-HRTimeline