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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
Resonant Capital Advisors, LLC11,054$1.39M0.1%+15913F-HRTimeline
Legacy Financial Advisors, Inc.11,046$1.39M0.23%+2,18313F-HRTimeline
Stone Summit Wealth LLC11,012$1.39M0.47%-2513F-HRTimeline
Carnegie Investment Counsel11,009$1.39M0.04%-7,77313F-HRTimeline
Modern Wealth Management, LLC10,897$1.37M0.05%+4,56413F-HR/ATimeline
Investors Research Corp10,839$1.37M0.3%-10013F-HRTimeline
MUFG SECURITIES AMERICAS INC.10,796$1.36M0.17%13F-HRTimeline
Texas Bank & Trust Co10,781$1.36M0.56%13F-HRTimeline
ABNER HERRMAN & BROCK LLC10,761$1.36M0.17%-55,01213F-HRTimeline
L.M. KOHN & COMPANY10,727$1.35M0.35%-98113F-HRTimeline
Point72 (DIFC) Ltd10,724$1.35M0.12%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,636$1.34M0.02%-16413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,617$1.34M0.1%-1,29613F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC10,617$1.34M0.43%-46013F-HRTimeline
CW Advisors, LLC10,598$1.34M0.02%-60,69013F-HRTimeline
WRIGHT INVESTORS SERVICE INC10,575$1.33M0.43%-7,98613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keystone Financial Group10,753$1.33M0.13%+2,33013F-HRTimeline
ANB BANK10,540$1.33M0.58%13F-HRTimeline
Sandy Spring Bank10,510$1.33M0.05%-23913F-HRTimeline
Dakota Wealth Management10,490$1.32M0.03%-57013F-HRTimeline
Fiduciary Group, LLC10,486$1.32M0.13%-61113F-HRTimeline
Vermillion & White Wealth Management Gr…10,485$1.32M0.97%-313F-HRTimeline
Twin Lakes Capital Management, LLC10,428$1.31M0.84%-4,96413F-HRTimeline
Kondo Wealth Advisors, Inc.9,939$1.31M0.67%13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,409$1.31M0.02%-6,19313F-HRTimelineGroup
Avitas Wealth Management LLC10,397$1.31M0.18%-7413F-HRTimeline
Daner Wealth Management, LLC11,369$1.31M0.96%13F-HRTimeline
HF Advisory Group, LLC10,350$1.31M0.6%new13F-HRTimeline
Greenline Partners, LLC10,265$1.29M0.18%-5,91513F-HRTimeline
Institute for Wealth Management, LLC.10,234$1.29M0.16%-2,76313F-HRTimeline
Mechanics Bank Trust Department10,211$1.29M0.17%-21313F-HRTimeline
Lombard Odier Asset Management (Switzer…10,177$1.28M0.1%new13F-HRTimeline
Summit X, LLC10,168$1.28M0.28%-1,42813F-HRTimeline
Grey Ledge Advisors, LLC10,152$1.28M0.33%-2,11313F-HRTimeline
Altman Advisors, Inc.10,071$1.27M0.54%new13F-HRTimeline
Farther Finance Advisors, LLC10,041$1.27M0.05%-1,87113F-HRTimeline
Cornerstone Wealth Management, LLC10,016$1.26M0.09%+85213F-HRTimeline
CoreCap Advisors, LLC9,986$1.26M0.06%+5,17913F-HRTimeline
CORA CAPITAL ADVISORS LLC9,955$1.26M0.61%-1613F-HRTimeline
Copia Wealth Management9,846$1.24M1.18%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…9,785$1.24M0.19%-2,28313F-HRTimeline
Teamwork Financial Advisors, LLC9,790$1.23M0.16%+3,52013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,779$1.23M+304Timeline
Godshalk Welsh Capital Management, Inc.9,737$1.23M0.79%013F-HRTimeline
MONEYWISE, INC.9,688$1.22M0.61%013F-HRTimeline
Strategic Equity Management9,688$1.22M0.51%new13F-HRTimeline
Curbstone Financial Management Corp9,672$1.22M0.26%new13F-HRTimeline
Goldstone Financial Group, LLC9,653$1.22M0.19%+2513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…10,864$1.22M0.45%-69813F-HRTimeline
Matrix Trust Co9,633$1.22M0.21%-10613F-HRTimeline
Financial Advocates Investment Manageme…9,631$1.21M0.07%+1,38913F-HRTimeline
Meridian Wealth Management, LLC9,629$1.21M0.06%-2413F-HRTimeline
FORTE CAPITAL LLC /ADV9,624$1.21M0.14%-2,29613F-HRTimeline
Procyon Advisors, LLC9,617$1.21M0.08%-10,18513F-HRTimeline
GC Wealth Management RIA, LLC9,584$1.21M0.21%-33913F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC9,522$1.2M0.01%-13913F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…9,494$1.2M0.5%+4,76213F-HRTimeline
ForthRight Wealth Management, LLC9,477$1.2M0.4%+813F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV9,471$1.19M0.07%13F-HR/ATimeline
Belpointe Asset Management LLC9,210$1.18M0.07%+1,67313F-HRTimeline
DIVERSIFIED TRUST CO9,361$1.18M0.03%-2,03413F-HRTimeline
Rodgers Brothers Inc.9,355$1.18M0.15%+413F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC9,305$1.17M1.04%-1,25113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP9,273$1.17M0.05%new13F-HRTimeline
PFC CAPITAL GROUP, INC.9,270$1.17M0.56%-75013F-HRTimeline
Houlihan Financial Resource Group, Ltd.9,230$1.16M0.5%-30013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.9,222$1.16M0.17%-76913F-HRTimeline
Western Wealth Management, LLC9,172$1.16M0.08%+37913F-HR/ATimeline
CASTLEKEEP INVESTMENT ADVISORS LLC9,172$1.16M0.81%-14013F-HR/ATimeline
Pinnacle Wealth Management Group, Inc.9,148$1.15M0.72%-60013F-HRTimeline
MITCHELL SINKLER & STARR/PA9,137$1.15M0.31%-87813F-HRTimeline
CENTRAL TRUST Co9,099$1.15M0.03%-42613F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,062$1.14M0.12%13F-HRTimeline
Heritage Wealth Management, Inc.8,916$1.12M0.37%-49113F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…8,830$1.11M0.02%+4,59513F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,823$1.11M0.01%-2,57313F-HRTimelineGroup
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.8,806$1.11M0.9%+62513F-HRTimeline
Geneos Wealth Management Inc.8,757$1.1M0.04%-30413F-HRTimeline
Applied Capital LLC/FL8,734$1.1M0.87%-7013F-HRTimeline
Delta Financial Group, Inc.8,709$1.1M0.26%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.8,652$1.09M0.09%+54313F-HRTimeline
Blueshift Asset Management, LLC8,634$1.09M0.4%+1713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,572$1.08M0.01%-37,52913F-HR/ATimelineGroup
ZEVIN ASSET MANAGEMENT LLC8,532$1.08M0.16%-66,52613F-HRTimeline
Alpha Cubed Investments, LLC8,528$1.08M0.05%-3,20813F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC8,467$1.07M0.27%-54313F-HRTimeline
Strategic Advisors LLC8,424$1.06M0.19%-67913F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding8,418$1.06MnewTimeline
Laird Norton Wetherby Wealth Management…8,400$1.06M0.05%-2,65613F-HRTimeline
Aberdeen Wealth Management LLC8,377$1.06M0.72%-69713F-HRTimeline
Callan Family Office, LLC8,363$1.05M0.07%+6,50913F-HRTimeline
Advance Capital Management, Inc.8,329$1.05M0.05%-39913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,325$1.05M0.07%-1,27413F-HRTimelineGroup
Corundum Group, Inc.8,264$1.04M0.39%+74013F-HRTimeline
SageView Advisory Group, LLC8,240$1.04M0.04%+6613F-HRTimeline
Larson Financial Group LLC8,220$1.04M0.05%+89613F-HRTimeline
Sava Infond d.o.o.8,210$1.04M0.18%13F-HRTimeline
Consolidated Portfolio Review Corp8,197$1.03M0.16%+5,78413F-HRTimeline
CITY HOLDING CO8,161$1.03M0.15%-1,62013F-HRTimeline
MSH Capital Advisors LLC8,125$1.02M0.32%-4213F-HRTimeline
Intellectus Partners, LLC8,032$1.01M0.22%-66213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.8,025$1.01M0.45%-80713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,002$1.01M0.09%-16513F-HRTimeline
Supplemental Annuity Collective Trust o…8,000$1.01M0.3%013F-HRTimeline
Octavia Wealth Advisors, LLC7,995$1.01M0.12%+3,31113F-HRTimeline
IFP Advisors, Inc7,933$1M0.03%+5,79113F-HRTimeline
OPINICUS CAPITAL, INC.7,912$998K0.84%+61013F-HRTimeline
Mork Capital Management, LLC7,900$996K0.66%new13F-HRTimeline
GUIDANCE CAPITAL, INC7,484$996K0.3%-4,51813F-HRTimeline
SOA Wealth Advisors, LLC.7,893$995K0.18%+213F-HR/ATimeline
AMG National Trust Bank7,891$994K0.03%+15513F-HRTimeline
Purkiss Capital Advisors LLC7,858$991K0.86%13F-HRTimeline
Galvin, Gaustad & Stein, LLC7,836$988K0.09%013F-HRTimeline
Numerai GP LLC7,833$988K0.27%-34,03813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…7,439$986K0.06%+69613F-HRTimeline
Amplius Wealth Advisors, LLC7,816$986K0.1%-313F-HRTimeline
TFG Advisers LLC7,800$984K0.35%+37513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,776$981K0.02%-28613F-HRTimeline
PROFUND ADVISORS LLC7,759$978K0.04%-1,62513F-HRTimeline
Capital Square, LLC7,352$978K0.56%+2,21013F-HRTimeline
111 Capital7,734$975K0.2%13F-HRTimeline
Clear Creek Financial Management, LLC7,720$974K0.11%+4,67213F-HRTimeline
Ted Buchan & Co7,707$972K0.46%new13F-HRTimeline
Strategic Blueprint, LLC7,704$971K0.06%-1,02313F-HRTimeline
Eldridge Investment Advisors, Inc.7,696$971K0.23%+513F-HRTimeline
Norway Savings Bank7,692$970K0.54%-8013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH7,670$967K0.01%-7,62613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC7,669$967K0.06%-52813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,668$967K0.02%-84513F-HRTimeline
Convergence Investment Partners, LLC7,591$957K0.21%+1913F-HRTimeline
CRA Financial Services, LLC7,581$956K0.16%-17313F-HRTimeline
WIMMER ASSOCIATES 1, LLC7,546$952K0.47%+6013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,543$951K0.1%-2,06013F-HRTimeline
Wolff Financial Management LLC7,532$950K0.26%+613F-HRTimeline
Crescent Grove Advisors, LLC7,487$944K0.09%-18113F-HRTimeline
Comprehensive Financial Consultants Ins…7,478$943K0.34%-10013F-HRTimeline
OLD NATIONAL BANCORP /IN/7,475$943K0.02%+33113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,450$940K0.07%-11613F-HRTimeline
TCV Trust & Wealth Management, Inc.7,441$938K0.09%+3013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK7,419$936K0.03%+4,00913F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,407$934K0.16%-10113F-HRTimelineGroup
Taylor Hoffman Capital Management LLC7,403$934K0.34%013F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN7,400$933K0.24%013F-HRTimelineGroup
INVESTORS ASSET MANAGEMENT OF GEORGIA I…7,387$932K0.45%+15013F-HRTimeline
Bigelow Investment Advisors, LLC7,387$932K0.44%-47913F-HRTimeline
Richard W. Paul & Associates, LLC7,332$925K0.34%+7813F-HRTimeline
Eaton Financial Holdings Company, LLC7,253$915K0.35%-23713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC7,252$914K0.3%13F-HRTimeline
Tyche Wealth Partners LLC7,247$914K0.19%+2,92713F-HRTimeline
Pallas Capital Advisors LLC7,221$911K0.04%-45613F-HRTimeline
Kenora Financial, LLC7,208$909K0.36%-6113F-HRTimeline
Watts Gwilliam & Co., LLC7,269$908K0.19%+7213F-HRTimeline
Harrington Investments, INC7,193$907K0.5%-8513F-HRTimeline
Howard Capital Management, LLC7,182$906K0.01%+85213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC7,174$905K0.02%+3,12413F-HRTimelineGroup
Raleigh Capital Management Inc.7,157$903K0.35%-5713F-HRTimeline
Balboa Wealth Partners7,145$901K0.21%+21413F-HRTimeline
Silvant Capital Management LLC7,129$899K0.04%013F-HRTimeline
Trust Investment Advisors7,119$898K0.57%+87713F-HRTimeline
Harbour Trust & Investment Management Co7,102$896K0.1%-29513F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC7,101$895K0.02%+44513F-HRTimeline
Pinnacle West Asset Management, Inc.7,050$889K0.64%+69013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,047$889K+1,000Timeline
KING LUTHER CAPITAL MANAGEMENT CORP7,045$888K<0.01%-23813F-HRTimeline
Wealth Group, Ltd.7,006$884K0.57%+2113F-HRTimeline
Carnegie Lake Advisors LLC7,005$883K0.36%+85513F-HRTimeline
Hartford Financial Management Inc.7,000$883K0.18%013F-HRTimeline
Belmont Capital, LLC7,000$883K0.14%013F-HRTimeline
Noble Family Wealth, LLC7,030$881K0.24%013F-HRTimeline
Confluence Wealth Services, Inc.6,580$879K0.06%-5,80013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,956$877K0.17%+2,00613F-HRTimelineGroup
Bluespring Wealth Management, LLC6,951$877K0.09%-13813F-HRTimeline
United Community Bankin group United Community Bank6,929$874K0.34%+3013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC6,917$872K0.02%-16713F-HRTimeline
Fortis Advisors, LLC6,880$868K0.57%+1113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,876$867K0.01%-61213F-HRTimelineGroup
Alpha Omega Wealth Management LLC6,865$866K0.16%-9813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,862$865K0.09%-1,40513F-HRTimelineGroup
R.H. Dinel Investment Counsel, Inc.6,850$864K0.58%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC6,832$862K0.47%13F-HRTimeline
Cannell & Spears LLC6,831$861K0.02%+5113F-HRTimeline
Trek Financial, LLC6,804$858K0.06%+2,05013F-HRTimeline
WEALTH ALLIANCE, LLC6,801$858K0.1%-61813F-HRTimeline
First Bank & Trust6,751$851K0.16%+23613F-HRTimeline
AIMZ Investment Advisors, LLC6,750$851K0.3%013F-HRTimeline
Zuckerman Investment Group, LLC7,638$850K0.08%new13F-HRTimeline
Formidable Asset Management, LLC6,723$848K0.14%-41313F-HRTimeline
Diligent Investors, LLC6,722$848K0.19%+11113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP6,714$847K0.12%-66713F-HRTimeline
Access Investment Management LLC6,710$846K0.25%-58513F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …6,705$846K0.01%new13F-HRTimelineGroup
iA Global Asset Management Inc.6,703$845K0.01%+1,75913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,661$840K0.02%new13F-HRTimelineGroup
Gleason Group, Inc.6,660$840K0.15%+8413F-HRTimeline
Symphony Financial, Ltd. Co.6,308$837K0.13%+1,79013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,625$835K0.27%-30113F-HRTimeline
CAPITAL ADVISORS INC/OK6,614$834K0.02%-2,59213F-HRTimeline
STABLEFORD CAPITAL II LLC6,613$834K0.33%-13713F-HRTimeline
Kings Path Partners LLC6,605$833K0.36%013F-HRTimeline
Blue Chip Partners, LLC6,602$833K0.07%-1,39913F-HRTimeline