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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
Boomfish Wealth Group, LLC17,472$2.2M1.34%-1613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,444$2.2M0.17%+12,12413F-HRTimeline
Miller Financial Services LLC17,346$2.19M1.85%13F-HRTimeline
Millennium Capital Advisors, LLC17,318$2.18M1.49%-1,31613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,187$2.17M0.02%+2,32413F-HRTimelineGroup
SPINNAKER TRUST17,143$2.16M0.14%+69113F-HRTimeline
Foundations Investment Advisors, LLC17,066$2.15M0.04%+1,20913F-HRTimeline
Pathway Financial Advisers, LLC16,992$2.14M0.72%-13413F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…16,940$2.14M0.02%013F-HRTimeline
Savoie Capital LLC16,928$2.13M0.25%-6,60013F-HRTimeline
DHJJ Financial Advisors, Ltd.16,905$2.13M0.83%013F-HRTimeline
Paralel Advisors LLC16,894$2.13M0.09%+1,53613F-HRTimeline
Miller Investment Management, LP16,859$2.13M0.23%013F-HRTimeline
Sunbelt Securities, Inc.16,922$2.12M0.19%-57013F-HRTimeline
Lantz Financial LLC16,805$2.12M0.56%+5,42413F-HRTimeline
Palouse Capital Management, Inc.16,799$2.12M1.41%-75113F-HRTimeline
Sculati Wealth Management, LLC16,786$2.12M0.84%-2313F-HR/ATimeline
BEACON INVESTMENT ADVISORS LLC16,765$2.11M0.99%+19413F-HRTimeline
Mengis Capital Management, Inc.16,761$2.11M0.43%+4,74513F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC16,741$2.11M0.99%+1,24913F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC16,674$2.1M0.87%+24713F-HRTimeline
Cubist Systematic Strategies, LLC16,662$2.1M0.03%new13F-HRTimeline
Clearstead Advisors, LLC16,618$2.1M0.03%+24113F-HRTimeline
Quintet Private Bank (Europe) S.A.16,585$2.09M0.12%-67913F-HRTimeline
SWS Partners16,530$2.08M0.63%+13213F-HRTimeline
Econ Financial Services Corp16,528$2.08M1.2%new13F-HRTimeline
BAXTER BROS INC16,520$2.08M0.27%-1,48313F-HRTimeline
Martin Capital Partners, LLC16,511$2.08M2.47%-12,99513F-HRTimeline
Aurdan Capital Management, LLC16,487$2.08M0.8%13F-HRTimeline
Parallel Advisors, LLC16,420$2.07M0.05%+74313F-HRTimeline
Rehmann Capital Advisory Group16,170$2.04M0.13%+32513F-HRTimeline
Coppell Advisory Solutions LLC16,266$2.04M0.28%-3,89213F-HRTimeline
WT Wealth Management16,119$2.03M0.64%-56613F-HRTimeline
Arvest Bank Trust Division16,020$2.02M0.12%+71913F-HRTimeline
Van Hulzen Asset Management, LLC15,974$2.01M0.15%+1,10013F-HRTimeline
JLB & ASSOCIATES INC15,913$2.01M0.27%-2,04013F-HRTimeline
Nicholas Hoffman & Company, LLC.15,911$2.01M0.08%+17113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
NEVILLE RODIE & SHAW INC15,867$2M0.15%+5,86713F-HRTimeline
PLIMOTH TRUST CO LLC15,842$2M0.51%-36713F-HRTimeline
Sovereign's Capital Management, LLC15,800$1.99M1.27%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,791$1.99M0.04%-103,33213F-HRTimeline
Palisade Asset Management, LLC15,751$1.99M0.2%+813F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC15,742$1.99M0.19%-73313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,719$1.98M0.04%+1,09513F-HRTimelineGroup
HENNESSY ADVISORS INC15,700$1.98M0.06%-90013F-HRTimeline
Radnor Capital Management, LLC15,553$1.96M0.33%-2,83313F-HRTimeline
Carmel Capital Partners, LLC15,525$1.96M0.79%+83413F-HRTimeline
Arete Wealth Advisors, LLC15,504$1.95M0.14%-3,56413F-HRTimeline
V-Square Quantitative Management LLC15,467$1.95M0.28%+49913F-HRTimeline
SVB WEALTH LLC15,465$1.95M0.04%new13F-HRTimeline
Te Ahumairangi Investment Management Ltd15,436$1.95M0.41%-1,80013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.15,385$1.94M0.51%new13F-HRTimeline
AUXIER ASSET MANAGEMENT LLC15,368$1.94M0.3%-49113F-HRTimeline
Cox Capital Mgt LLC15,290$1.93M1.24%-14,24713F-HRTimeline
HEADINVEST, LLC15,180$1.91M0.36%-43513F-HRTimeline
Sage Mountain Advisors LLC15,180$1.91M0.14%-20413F-HRTimeline
Orca Investment Management, LLC15,124$1.91M1.79%-15413F-HRTimeline
Werlinich Asset Management, LLC15,190$1.9M1.11%-1,16013F-HRTimeline
Rice Partnership, LLC15,039$1.9M0.36%+13,03913F-HRTimeline
MORTON COMMUNITY BANK15,029$1.9M0.5%new13F-HRTimeline
Blue Trust, Inc.15,011$1.89M0.02%+6,25013F-HR/ATimeline
HARBOUR INVESTMENT MANAGEMENT LLC15,010$1.89M0.83%-15013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL15,006$1.89M0.5%13F-HR/ATimeline
American Assets Investment Management, …in group American Assets Investment Ma…15,000$1.89M0.15%013F-HRTimelineGroup
SEARLE & CO.14,871$1.88M0.54%013F-HRTimeline
Caldwell Trust Co14,836$1.87M0.2%-54413F-HRTimeline
Canada Post Corp Registered Pension Plan14,818$1.87M0.11%13F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…14,795$1.87M1.42%013F-HRTimeline
Addison Capital Co14,789$1.86M0.74%-8013F-HRTimeline
Richard Bernstein Advisors LLC14,593$1.84M0.04%013F-HRTimeline
Towercrest Capital Management14,579$1.84M0.3%013F-HRTimeline
WEDBUSH SECURITIES INC14,572$1.84M0.07%-1,03413F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding14,520$1.83M+4,242Timeline
Integrated Advisors Network LLC14,495$1.83M0.09%+1,92413F-HRTimeline
Clean Yield Group14,471$1.82M0.58%+46713F-HRTimeline
Accordant Advisory Group Inc14,463$1.82M1.76%+94213F-HRTimeline
Horizon Investments, LLC14,449$1.82M0.05%-2,80013F-HRTimeline
Avidian Wealth Enterprises, LLC14,441$1.82M0.08%-53013F-HRTimeline
Portside Wealth Group, LLC14,431$1.82M0.3%-83313F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,428$1.82M0.06%-10413F-HRTimelineGroup
AGP FRANKLIN, LLC14,268$1.8M1.09%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,223$1.79M0.01%-65613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.14,195$1.79M0.02%+1,59913F-HRTimelineGroup
New England Research & Management, Inc.14,145$1.78M0.91%-4,74813F-HRTimeline
Safe Harbor Fiduciary, LLC14,041$1.77M1.8%+4513F-HRTimeline
Cypress Capital, LLC13,982$1.76M0.5%-23813F-HRTimeline
Tradition Wealth Management, LLC13,974$1.76M0.16%-7613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/13,957$1.76M0.23%-1,27313F-HRTimeline
Venturi Wealth Management, LLC13,952$1.76M0.09%+3,56613F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD13,905$1.75M0.63%+16713F-HRTimeline
Caprock Group, LLC13,889$1.75M0.06%-1,14413F-HRTimeline
Sigma Planning Corp13,878$1.75M0.05%+1,03413F-HRTimeline
Vise Technologies, Inc.13,739$1.73M0.14%+56513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,735$1.73M0.06%-50013F-HRTimeline
Aptus Capital Advisors, LLC13,717$1.73M0.02%+3,58813F-HRTimeline
Garner Asset Management Corp13,687$1.73M0.78%+69213F-HRTimeline
Hudson Canyon Capital Management13,650$1.72M1.12%+1,35013F-HRTimeline
Prime Capital Investment Advisors, LLC13,650$1.72M0.03%+2,68513F-HRTimeline
Weaver C. Barksdale & Associates, Inc.13,654$1.72M1.65%-33913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group13,640$1.72M0.21%-3,92513F-HRTimelineGroup
Ridgewood Investments LLC13,626$1.72M0.83%+75613F-HRTimeline
OV Management LLC13,621$1.72M0.8%+1,16113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC13,594$1.71M0.43%013F-HRTimeline
Vestcor Inc13,592$1.71M0.06%-1,18813F-HRTimeline
CERTUITY, LLC13,518$1.7M0.19%+43113F-HRTimeline
ALERUS FINANCIAL NA13,508$1.7M0.13%+31613F-HRTimeline
Icon Wealth Advisors, LLC13,336$1.68M0.14%-34713F-HRTimeline
Venture Visionary Partners LLC13,325$1.68M0.07%-9,77813F-HR/ATimeline
Horst & Graben Wealth Management LLC13,261$1.67M0.3%+1013F-HRTimeline
Cherokee Insurance Co13,250$1.67M0.76%13F-HRTimeline
Global Retirement Partners, LLC13,170$1.66M0.05%+58413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,169$1.66M0.05%-3,64313F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC13,140$1.66M0.59%-10013F-HRTimeline
Douglass Winthrop Advisors, LLC13,125$1.66M0.03%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.13,117$1.65M1.46%13F-HRTimeline
Calydon Capital13,104$1.65M0.32%-20,45013F-HRTimeline
Beacon Financial Advisory LLC13,056$1.65M0.54%-1,35213F-HRTimeline
GROUP ONE TRADING LLC12,997$1.64M0.06%+1,96213F-HR/ATimeline
Essex Financial Services, Inc.group of 2 filers holding12,956$1.63M-1,548Timeline
NFJ INVESTMENT GROUP, LLC12,951$1.63M0.05%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.12,937$1.63M0.07%+5,24113F-HRTimeline
OSTRUM ASSET MANAGEMENT12,916$1.63M0.14%-9,08913F-HRTimeline
RFG Advisory, LLC12,889$1.63M0.05%+15813F-HRTimeline
Atlanta Consulting Group Advisors, LLC12,837$1.62M0.6%-3,64713F-HR/ATimeline
Sterneck Capital Management, LLC12,834$1.62M0.87%-47013F-HRTimeline
Harvest Portfolios Group Inc.12,834$1.62M0.05%+4,83413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,746$1.61M0.02%-3,04013F-HRTimeline
Central Pacific Bank - Trust Division12,624$1.59M0.21%013F-HRTimeline
Voleon Capital Management LP12,608$1.59M0.12%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,604$1.59M0.15%-4,45213F-HR/ATimelineGroup
Rossmore Private Capital12,589$1.59M0.2%-48513F-HRTimeline
NorthRock Partners, LLC12,586$1.59M0.05%+38513F-HR/ATimeline
Kerusso Capital Management LLC12,569$1.58M1.01%+2713F-HRTimeline
PARK NATIONAL CORP /OH/12,546$1.58M0.06%+4413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,544$1.58M0.04%-8,50413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,507$1.58M0.05%+51713F-HRTimeline
Nixon Capital, LLC11,896$1.58M0.49%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,483$1.57M0.1%new13F-HRTimeline
CFC Planning Co LLC12,474$1.57M1.68%13F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.12,432$1.57M0.97%+39613F-HRTimeline
Level Financial Advisors12,382$1.56M0.57%new13F-HRTimeline
Cordatus Wealth Management LLC12,365$1.56M0.41%-25113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,638$1.56M-23,588Timeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co12,300$1.55M0.04%013F-HRTimelineGroup
Ballentine Partners, LLC12,299$1.55M0.03%-1,18313F-HRTimeline
Xcel Wealth Management, LLC12,292$1.55M0.43%-11713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,262$1.55M0.04%-37,97413F-HRTimeline
ROCKLAND TRUST CO12,219$1.54M0.08%+31613F-HRTimeline
Carson Advisory Inc.12,213$1.54M1.07%-1,53613F-HRTimeline
Town & Country Bank & Trust CO dba Firs…12,208$1.54M0.6%-5,90913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,173$1.54M0.05%+14913F-HRTimeline
Hexagon Capital Partners LLC12,137$1.53M0.28%+1,74413F-HRTimeline
BRIGHTON JONES LLC12,126$1.53M0.04%+4,72313F-HR/ATimeline
IHT Wealth Management, LLC12,110$1.53M0.05%-3,66013F-HRTimeline
GREENLEAF TRUST12,089$1.52M0.01%+77713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,074$1.52M0.03%-95313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS12,034$1.52M0.67%-5013F-HRTimeline
Cladis Investment Advisory, LLC12,015$1.52M1.07%+87613F-HRTimeline
Stiles Financial Services Inc11,985$1.51M0.55%+1,66313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,916$1.5M0.01%-1,82013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC11,896$1.5M0.07%-3,46913F-HRTimeline
SUMITOMO LIFE INSURANCE CO11,857$1.5M0.03%-34913F-HRTimeline
Aull & Monroe Investment Management Corp11,830$1.49M0.76%-85013F-HRTimeline
EXCALIBUR MANAGEMENT CORP11,829$1.49M0.59%-27713F-HRTimeline
Legacy Advisors, LLC11,801$1.49M0.14%+1913F-HRTimeline
Gifford Fong Associates11,800$1.49M0.37%013F-HRTimeline
Flavin Financial Services, Inc.11,774$1.48M1.41%13F-HR/ATimeline
Argent Advisors, Inc.11,753$1.48M0.55%-41913F-HRTimeline
Probity Advisors, Inc.11,739$1.48M0.28%+2,84613F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…11,723$1.48M0.88%new13F-HRTimelineGroup
MGO ONE SEVEN LLC11,629$1.47M0.06%+6113F-HRTimeline
Generali Investments CEE, investicni sp…11,600$1.46M0.15%13F-HRTimeline
Regal Investment Advisors LLC11,567$1.46M0.11%+66213F-HRTimeline
DAVIS R M INC11,558$1.46M0.03%-7013F-HRTimeline
Harvest Investment Advisors, LLC11,525$1.45M1%-16513F-HRTimeline
Intrua Financial, LLC11,522$1.45M0.24%-6513F-HRTimeline
OSSIAM11,483$1.45M0.02%+2,91313F-HRTimeline
Roundview Capital LLC11,458$1.44M0.1%-52113F-HRTimeline
ARVEST INVESTMENTS, INC.11,456$1.44M0.23%-74913F-HRTimeline
Beverly Hills Private Wealth, LLC11,438$1.44M0.29%-99113F-HRTimeline
Clark Capital Management Group, Inc.11,427$1.44M0.01%+1,44013F-HRTimeline
HAMEL ASSOCIATES, INC.11,420$1.44M0.46%013F-HRTimeline
Impact Capital Partners LLC11,417$1.44M0.51%13F-HRTimeline
MONTAG A & ASSOCIATES INC11,377$1.43M0.07%-2,74013F-HRTimeline
Leonteq Securities AG11,376$1.43M0.14%+2,94413F-HRTimeline
Teza Capital Management LLC11,361$1.43M0.22%new13F-HRTimeline
Quilter Plcin group Quilter Plc11,338$1.43M0.03%013F-HRTimelineGroup
First Dallas Securities Inc.11,319$1.43M0.58%-9813F-HRTimeline
Empire Financial Management Company, LLC11,305$1.43M0.44%new13F-HRTimeline
CEERA INVESTMENTS, LLC11,298$1.42M0.49%+4,28213F-HRTimeline
Hedges Asset Management LLC11,200$1.41M0.93%013F-HRTimeline
Loudon Investment Management, LLC11,156$1.41M0.8%-1,04913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,108$1.4M0.03%-1,21513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,103$1.4M0.13%-2,13213F-HRTimelineGroup
Compound Planning, Inc.11,095$1.4M0.07%+3,44013F-HRTimeline
Brown Miller Wealth Management, LLC11,088$1.4M0.54%+17213F-HRTimeline
McKinley Carter Wealth Services, Inc.11,084$1.4M0.09%-23113F-HRTimeline
Northeast Financial Consultants Inc11,079$1.4M0.06%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC11,076$1.4M0.11%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,071$1.4M0.04%+87113F-HRTimelineGroup