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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
Rench Wealth Management, Inc.31,639$3.99M1.36%-1,77513F-HRTimeline
Soltis Investment Advisors LLC31,603$3.99M0.37%-1,97713F-HRTimeline
Northwest Bancshares, Inc.31,598$3.98M0.74%-4,69213F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding31,587$3.98M+270Timeline
Bristlecone Advisors, LLC31,500$3.97M0.31%+6,83413F-HRTimeline
MainStreet Investment Advisors LLC31,474$3.97M0.56%-2,14113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL31,458$3.97M0.09%+1013F-HRTimeline
Metis Global Partners, LLC31,214$3.94M0.12%+1,36313F-HRTimeline
Mediolanum International Funds Ltd31,427$3.93M0.05%+5,60613F-HRTimeline
MassMutual Private Wealth & Trust, FSB31,076$3.92M0.11%-2,13513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.31,040$3.91M2.31%+5,06013F-HRTimeline
Dorsey & Whitney Trust CO LLC31,031$3.91M0.22%-2,39313F-HRTimeline
PINKERTON WEALTH, LLC30,973$3.91M0.57%+2,08913F-HRTimeline
Redmond Asset Management, LLC30,598$3.86M0.96%+13,07713F-HRTimeline
HOURGLASS CAPITAL, LLC30,565$3.85M1.06%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC30,392$3.83M1.2%+1,93613F-HRTimeline
OMERS ADMINISTRATION Corp30,334$3.83M0.03%+5,25713F-HRTimeline
EP Wealth Advisors, LLC30,206$3.81M0.03%-2,17013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd30,171$3.8M0.25%new13F-HRTimelineGroup
Kesler, Norman & Wride, LLC30,119$3.8M0.82%+98913F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding29,737$3.75M-206,897Timeline
GLOBALT Investments LLC / GA29,735$3.75M0.14%-1,28913F-HRTimeline
Strategic Wealth Investment Group, LLC29,722$3.75M0.41%-3,05413F-HR/ATimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC29,440$3.71M0.02%+2,33413F-HRTimelineGroup
Frank, Rimerman Advisors LLC29,412$3.71M0.27%+12,09813F-HRTimeline
WHITTIER TRUST CO29,290$3.69M0.05%-1,79113F-HRTimeline
Tredje AP-fonden29,254$3.69M0.03%-33,54013F-HRTimeline
William Allan Corp29,190$3.68M2.26%+81113F-HRTimeline
Cohen Klingenstein LLC29,049$3.66M0.13%-12913F-HRTimeline
Stokes Capital Advisors, LLC28,917$3.65M0.94%+7,37213F-HRTimeline
Monte Financial Group, LLC28,802$3.63M1.55%new13F-HRTimeline
Perigon Wealth Management, LLC27,944$3.63M0.09%-1,25313F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT28,474$3.59M0.16%-11,81813F-HRTimeline
Commonwealth Retirement Investments LLC28,420$3.58M1.48%-2,42113F-HRTimeline
CULBERTSON A N & CO INC28,416$3.58M0.57%+43513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP28,347$3.57M0.14%-6613F-HRTimeline
Benin Management CORP28,313$3.57M0.98%-27713F-HRTimeline
Farmers National Bank28,236$3.56M1.04%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28,227$3.56M0.11%-1,12113F-HRTimelineGroup
MOTCO28,070$3.54M0.36%+8113F-HRTimeline
BEACON FINANCIAL GROUP28,059$3.54M0.38%+32713F-HRTimeline
INSPIRE TRUST CO, N.A.28,000$3.53M0.9%+3,50013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…27,747$3.5M0.5%-10,09613F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co27,714$3.49M0.23%+1,25713F-HRTimeline
Zions Bancorporation, N.A.27,705$3.49M0.22%+1,24613F-HRTimeline
SGL Investment Advisors, Inc.30,536$3.49M1.76%+63713F-HRTimeline
Hunter Perkins Capital Management, LLC27,485$3.47M0.73%new13F-HRTimeline
Murphy Pohlad Asset Management LLC27,422$3.46M1.49%-35713F-HRTimeline
Entropy Technologies, LP27,326$3.45M0.35%+5,75213F-HRTimeline
Aigen Investment Management, LP27,224$3.43M0.61%+18,02713F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC27,180$3.43M0.94%+1,13513F-HRTimeline
Brookmont Capital Management27,167$3.43M1.83%+5,69113F-HRTimeline
ANDERSON HOAGLAND & CO26,186$3.4M0.35%013F-HRTimeline
INVESTMENT HOUSE LLC26,908$3.39M0.18%-3,79213F-HRTimeline
MCDANIEL TERRY & CO26,749$3.37M0.28%+86313F-HRTimeline
LongView Wealth Management26,748$3.37M1.03%-15013F-HRTimeline
Horrell Capital Management, Inc.26,657$3.36M0.98%+7613F-HRTimeline
Edgestream Partners, L.P.26,626$3.36M0.14%+7,98813F-HRTimeline
MATHER GROUP, LLC.26,620$3.36M0.04%+1,82313F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC26,600$3.35M2.48%013F-HRTimelineGroup
Argyle Capital Management, LLC26,428$3.33M1.31%+2,69513F-HRTimeline
Ethic Inc.26,365$3.32M0.07%+5,26913F-HRTimeline
UMB Bank, n.a.26,332$3.32M0.05%-3,44613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Wealth Management Group26,197$3.3M1.33%+99513F-HRTimeline
Providence Capital Advisors, LLC26,016$3.28M0.67%+22113F-HRTimeline
HighPoint Advisor Group LLC28,580$3.27M0.18%+6313F-HRTimeline
Advisory Alpha, LLC25,939$3.27M0.12%-62113F-HRTimeline
Royal Fund Management, LLC25,890$3.26M0.35%-10,84213F-HRTimeline
Valeo Financial Advisors, LLC25,805$3.25M0.09%-1,95213F-HRTimeline
Bison Wealth, LLC25,805$3.25M0.72%-2,47613F-HRTimeline
Mesirow Financial Investment Management…25,736$3.25M0.06%+12,68313F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC25,658$3.24M1.23%+1,99913F-HRTimeline
Qsemble Capital Management, LP25,590$3.23M0.43%+21,79413F-HRTimeline
Kera Capital Partners, Inc.25,563$3.22M0.93%13F-HRTimeline
NATURAL INVESTMENTS, LLC25,395$3.2M0.89%13F-HRTimeline
AMICA MUTUAL INSURANCE CO25,302$3.19M0.33%013F-HRTimeline
TD Waterhouse Canada Inc.25,207$3.18M0.03%-1,66113F-HRTimeline
Azimuth Capital Investment Management L…25,193$3.18M0.12%-76313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC25,159$3.17M0.01%-4,19413F-HRTimelineGroup
Empirical Finance, LLC24,693$3.11M0.18%-30213F-HRTimeline
INDEPENDENT INVESTORS INC24,661$3.11M0.62%-15013F-HRTimeline
Moss Adams Wealth Advisors LLC24,579$3.1M0.33%+40113F-HRTimeline
STOCK YARDS BANK & TRUST CO24,570$3.1M0.11%-2,83413F-HRTimeline
Atwater Malick LLC24,435$3.08M1.03%-1,38713F-HRTimeline
MCDONALD PARTNERS LLC24,412$3.08M0.79%+66913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC24,389$3.08M0.77%+3,46713F-HRTimelineGroup
Cypress Wealth Services, LLC24,345$3.07M0.62%-88013F-HRTimeline
Sciencast Management LP24,176$3.05M0.83%new13F-HRTimeline
Pavion Blue Capital, LLC24,078$3.04M1.43%-1,95113F-HRTimeline
Summit Financial, LLC23,983$3.02M0.11%-1,93013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD23,965$3.02M0.02%+18,69313F-HRTimelineGroup
BOKF, NAin group BOKF, NA24,493$3.02M0.05%-2,84813F-HRTimelineGroup
BAILARD, INC.23,888$3.01M0.08%-1,36613F-HRTimeline
Towne Trust Company, N.A23,672$2.99M1.05%+44113F-HRTimeline
Vision Capital Management, Inc.23,569$2.97M0.44%-6,42813F-HRTimeline
Trilogy Capital Inc.23,527$2.97M0.15%+1,52013F-HRTimeline
WOLVERINE TRADING, LLC23,642$2.96M0.07%+21,47513F-HRTimeline
Good Life Advisors, LLC23,495$2.96M0.22%-2,05513F-HRTimeline
NewEdge Wealth, LLC23,302$2.94M0.05%-2,60213F-HRTimeline
Parallax Volatility Advisers, L.P.23,118$2.92M0.06%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC23,005$2.9M0.89%-3,15013F-HRTimeline
Tilson Financial Group, Inc.22,909$2.89M1.18%+1513F-HRTimeline
SAM Advisors, LLC22,891$2.89M1.04%+2,03213F-HRTimeline
Stanley-Laman Group, Ltd.22,880$2.89M0.41%-3,03613F-HRTimeline
JENSEN INVESTMENT MANAGEMENT INC22,874$2.88M0.03%-94013F-HRTimeline
ProVise Management Group, LLC22,567$2.85M0.24%-37313F-HRTimeline
Torray Investment Partners LLC22,505$2.84M0.41%-11,67113F-HRTimeline
Wilmington Savings Fund Society, FSB22,416$2.83M0.05%-11,36113F-HRTimeline
Peloton Wealth Strategists22,406$2.83M1.14%-44013F-HRTimeline
Cardinal Capital Management22,382$2.82M0.44%-11213F-HRTimeline
Horan Capital Advisors, LLC.22,373$2.82M0.95%-32713F-HRTimeline
Old Port Advisors22,342$2.82M0.81%-18413F-HRTimeline
Truvestments Capital LLC22,330$2.82M0.72%+1,03813F-HRTimeline
KLCM Advisors, Inc.22,298$2.81M0.33%+96813F-HRTimeline
United Asset Strategies, Inc.22,274$2.81M0.26%+3,98013F-HRTimeline
Callodine Capital Management, LP22,149$2.79M0.58%-35113F-HRTimeline
Sovereign Financial Group, Inc.22,105$2.79M0.64%-22613F-HRTimeline
Jacobi Capital Management LLC22,091$2.79M0.21%-12313F-HRTimeline
PITCAIRN COin group PITCAIRN CO22,046$2.78M0.16%-93413F-HRTimelineGroup
Woodline Partners LP21,955$2.77M0.02%new13F-HRTimeline
Catherine Avery Investment Management L…21,951$2.77M2.44%13F-HR/ATimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC21,949$2.77M1.25%13F-HRTimeline
Semmax Financial Advisors Inc.23,927$2.77M0.74%-99613F-HRTimeline
SCHULHOFF & CO INC21,936$2.77M1.01%-1,42113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…21,868$2.76M0.14%+95013F-HRTimeline
Sawyer & Company, Inc21,829$2.75M1.02%-79713F-HRTimeline
Glass Wealth Management Co LLC21,800$2.75M1.49%-2,10013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,794$2.75M0.12%-50,60113F-HR/ATimeline
Total Clarity Wealth Management, Inc.21,731$2.74M0.89%-2,41913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP21,701$2.74M0.08%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC21,492$2.71M0.11%-3,40713F-HRTimeline
Heritage Trust Co21,421$2.7M0.32%13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC21,350$2.69M0.17%+8,81013F-HRTimeline
BONNESS ENTERPRISES INC21,150$2.67M0.94%+4,10013F-HRTimeline
Rockline Wealth Management, LLC21,130$2.66M0.71%+1,48113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,124$2.66M0.07%13F-HRTimeline
Leelyn Smith, LLC21,065$2.66M0.47%new13F-HRTimeline
Independence Bank of Kentucky21,047$2.65M0.41%+78813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC21,000$2.65M0.35%-7,50713F-HRTimeline
Slagle Financial, LLC20,913$2.64M1.19%+66813F-HRTimeline
AM INVESTMENT STRATEGIES LLC20,869$2.63M0.64%+4,80513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20,816$2.62M0.15%-90513F-HRTimelineGroup
ALKEME WEALTH, LLC20,763$2.62M1.2%+79013F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.20,737$2.61M1.62%+1,23513F-HRTimeline
Point Windward Advisors Inc.20,736$2.61M0.98%+1,73813F-HRTimeline
Kingsview Wealth Management, LLC20,720$2.61M0.05%-19,26113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC20,561$2.59M0.15%-47013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.20,441$2.58M0.6%-31,00113F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY20,191$2.55M0.08%+1,23713F-HRTimeline
B. Riley Wealth Advisors, Inc.20,149$2.54M0.08%-1,13213F-HRTimeline
Drucker Wealth 3.0, LLC20,146$2.54M0.59%-2,65513F-HR/ATimeline
Capital Investment Advisory Services, L…20,005$2.52M0.24%+6,60313F-HRTimeline
Advanced Asset Management Advisors Inc20,000$2.52M0.66%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC19,846$2.5M0.04%-5,37813F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd19,803$2.5M0.04%+13,37213F-HRTimelineGroup
Arax Advisory Partners19,624$2.47M0.16%+16,29713F-HRTimeline
World Investment Advisors19,616$2.47M0.07%+1,94113F-HRTimeline
Laurel Wealth Advisors LLC19,599$2.47M0.39%+76713F-HRTimeline
Perkins Coie Trust Co19,581$2.47M0.54%-86613F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.19,507$2.46M0.09%+29813F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise18,978$2.46M0.06%13F-HRTimelineGroup
KEATING INVESTMENT COUNSELORS INC19,452$2.45M0.77%-5013F-HRTimeline
Americana Partners, LLC19,403$2.45M0.1%+1,10613F-HRTimeline
Harvest Investment Services, LLC19,301$2.43M0.6%+1,40013F-HRTimeline
PYA Waltman Capital, LLC19,275$2.43M0.78%+81913F-HRTimeline
Vestmark Advisory Solutions, Inc.19,227$2.42M0.08%+19913F-HRTimeline
Shorepoint Capital Partners LLC19,222$2.42M0.55%+8,69013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,212$2.42M0.13%+5,95213F-HR/ATimelineGroup
BOWEN HANES & CO INC19,121$2.41M0.06%-1,01513F-HRTimeline
SkyOak Wealth, LLC19,089$2.41M0.51%+1,99013F-HRTimeline
Man Group plcin group Man Group plc19,051$2.4M0.01%-327,11313F-HRTimelineGroup
COURIER CAPITAL LLC19,008$2.4M0.17%-19313F-HRTimeline
Cohen Investment Advisors LLC18,991$2.39M1.44%+63413F-HRTimeline
Marks Group Wealth Management, Inc18,623$2.35M0.23%+1,32013F-HRTimeline
Cordgrass Capital Advisors, LLC18,573$2.34M0.68%-9613F-HRTimeline
Fulton Bank, N.A.18,571$2.34M0.09%-11513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,516$2.33M0.15%+1,01513F-HRTimelineGroup
AE Wealth Management LLC18,467$2.33M0.02%+99313F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.18,460$2.33M0.71%-1,43713F-HRTimeline
GHP Investment Advisors, Inc.18,461$2.33M0.11%+72413F-HRTimeline
Maltin Wealth Management, Inc.18,451$2.33M1.14%-50113F-HRTimeline
Pure Financial Advisors, LLC18,442$2.33M0.05%+28513F-HRTimeline
TRUST CO OF VERMONT18,416$2.32M0.11%+9,61613F-HRTimeline
Wahed Invest LLC18,400$2.32M0.39%+69413F-HRTimeline
Arnhold LLC18,370$2.32M0.23%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.18,328$2.31M0.16%-4713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.18,191$2.29M0.04%-16,09613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspire Private Capital, LLC18,049$2.28M0.56%013F-HRTimeline
Marion Wealth Management17,896$2.26M0.6%+313F-HRTimeline
TWIN CAPITAL MANAGEMENT INC17,876$2.25M0.25%+76813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.17,851$2.25M0.17%-9,46813F-HRTimelineGroup
Sepio Capital, LP17,840$2.25M0.18%-84413F-HRTimeline
LECAP ASSET MANAGEMENT LTD17,838$2.25M0.61%-6,62813F-HRTimeline
Measured Risk Portfolios, Inc.17,713$2.23M2.48%13F-HRTimeline
Moors & Cabot, Inc.17,681$2.23M0.11%+80413F-HRTimeline
Kennon-Green & Company, LLC17,553$2.21M1.91%+2713F-HRTimeline
L. Roy Papp & Associates, LLP17,551$2.21M0.26%-39013F-HRTimeline
BOYAR ASSET MANAGEMENT INC.17,538$2.21M1.46%+3113F-HRTimeline
Zullo Investment Group, Inc.17,491$2.21M0.89%-6913F-HRTimeline
Arkadios Wealth Advisors17,473$2.2M0.12%-4,89513F-HRTimeline