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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
Principle Wealth Partners LLC6,595$832K0.06%+12513F-HRTimeline
LM Advisors LLC6,580$830K0.15%new13F-HR/ATimeline
Freedom Investment Management, Inc.6,568$828K0.07%+2,87413F-HRTimeline
Court Place Advisors, LLC6,507$821K0.27%-2,38813F-HRTimeline
Aviance Capital Partners, LLC6,505$820K0.11%-11513F-HRTimeline
GAMMA Investing LLC6,494$819K0.07%+81413F-HRTimeline
ROBERTS GLORE & CO INC /IL/6,463$815K0.24%+37513F-HRTimeline
Lincoln Capital LLC6,450$813K0.17%-40013F-HRTimeline
Trivium Point Advisory, LLC6,430$811K0.1%+17713F-HRTimeline
GROUPAMA ASSET MANAGMENT6,455$809K0.02%-13,24013F-HRTimeline
Carlson Capital, L.P.6,400$807K0.48%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,397$807K0.18%-30313F-HRTimeline
Alan B Lancz & Associates, Inc.6,370$803K0.82%-40013F-HRTimeline
Eagle Bluffs Wealth Management LLC6,315$796K0.43%+1,06013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC6,313$796K0.64%13F-HRTimeline
San Luis Wealth Advisors LLC6,312$796K0.15%+1,35413F-HRTimeline
DeDora Capital, Inc.6,302$795K0.22%+24913F-HRTimeline
EntryPoint Capital, LLC6,297$794K0.33%new13F-HRTimeline
Rockport Wealth LLC6,297$794K0.35%new13F-HRTimeline
Moloney Securities Asset Management, LLC6,264$790K0.11%-1,01413F-HRTimeline
Optimist Retirement Group LLC6,252$788K0.37%+3,17313F-HRTimeline
Richwood Investment Advisors, LLC6,232$786K0.66%-12413F-HRTimeline
Emerald Advisors, LLC6,230$786K0.11%+46713F-HRTimeline
SAX WEALTH ADVISORS, LLC6,229$786K0.06%+1,47613F-HRTimeline
LaFleur & Godfrey LLC6,225$785K0.11%+2,40113F-HR/ATimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,887$783K0.04%-5913F-HRTimeline
Total Wealth Planning & Management, Inc.6,180$779K0.77%13F-HRTimeline
WASHINGTON TRUST Co6,176$779K0.03%-58113F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,141$774K0.05%+7113F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,121$772K0.05%+74613F-HRTimeline
Astoria Portfolio Advisors LLC.6,130$771K0.28%-12913F-HRTimeline
Weaver Capital Management LLC6,071$766K0.22%+1,26113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC6,053$763K0.03%-1313F-HRTimeline
Csenge Advisory Group6,049$763K0.04%-82113F-HRTimeline
Tradewinds Capital Management, LLC6,044$762K0.2%+813F-HRTimeline
Strategic Investment Solutions, Inc. /IL4,837$761K0.25%+88913F-HRTimeline
Wealth Management Partners, LLC6,018$759K0.33%-3,46113F-HRTimeline
INTRUST BANK NA6,012$758K0.08%-14413F-HRTimeline
AssuredPartners Investment Advisors, LLC5,982$754K0.15%13F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC5,978$754K0.02%+15213F-HRTimeline
Smartleaf Asset Management LLC6,015$754K0.08%+1,44113F-HRTimeline
Lakewood Asset Management LLC5,975$753K0.52%-24413F-HRTimeline
Mendel Money Management5,950$750K0.33%-1113F-HRTimeline
NORDEN GROUP LLC5,927$747K0.08%+17813F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,921$746K0.29%13F-HRTimeline
Abundance Wealth Counselors5,900$744K0.16%-82913F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,880$741K0.02%013F-HRTimeline
PUREfi Wealth, LLC5,845$737K0.72%13F-HRTimeline
Acropolis Investment Management, LLC5,709$720K0.04%+31813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,702$719K0.04%-1,42713F-HRTimeline
IFG Advisory, LLC5,694$718K0.04%new13F-HRTimeline
TrinityPoint Wealth, LLC5,687$717K0.1%+37613F-HRTimeline
Waldron Private Wealth LLC5,649$712K0.03%+2,40313F-HRTimeline
Bangor Savings Bank5,627$710K0.07%+26813F-HRTimeline
Schechter Investment Advisors, LLC5,593$705K0.05%-41213F-HRTimeline
Campbell & CO Investment Adviser LLC5,586$704K0.05%-3,32313F-HRTimeline
Patriot Financial Group Insurance Agenc…5,584$704K0.09%+1113F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,583$704K0.44%+40613F-HRTimeline
Joel Isaacson & Co., LLC5,578$703K0.03%+28613F-HRTimeline
MRWM Advisors, LLC5,510$695K0.54%13F-HRTimeline
Biltmore Wealth Management, LLC5,507$694K0.29%+4413F-HRTimeline
SevenBridge Financial Group, LLC6,062$694K0.13%-22913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC5,500$694K0.09%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.5,470$690K0.21%+1,80513F-HRTimeline
Checchi Capital Advisers, LLC5,455$688K0.05%+16613F-HRTimeline
1ST SOURCE BANK5,431$685K0.04%+4413F-HRTimeline
Westover Capital Advisors, LLC5,416$683K0.15%-1,74813F-HRTimeline
Robertson Stephens Wealth Management, L…5,409$682K0.02%+47813F-HRTimeline
SeaCrest Wealth Management, LLC5,393$680K0.07%+15013F-HRTimeline
Manske Wealth Management5,388$679K0.27%13F-HRTimeline
EASTERN BANK5,383$679K0.01%-5,06113F-HRTimeline
Mayflower Financial Advisors, LLC5,383$679K0.1%+34313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,375$677K<0.01%+1,84213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,368$677K0.01%-86813F-HRTimelineGroup
Simplicity Wealth,LLC5,356$675K0.14%-7,60013F-HRTimeline
Buck Wealth Strategies, LLC5,352$675K0.14%+2,37813F-HRTimeline
American Trust Investment Advisors, LLC5,350$675K0.28%+1,31013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,345$674K0.04%+6213F-HRTimeline
HUB Investment Partners, LLC5,329$672K0.03%+2913F-HRTimeline
SYON CAPITAL LLC5,316$670K0.06%+83113F-HRTimeline
Gladstone Institutional Advisory LLC5,314$670K0.03%+31513F-HRTimeline
Petrus Trust Company, LTA5,310$670K0.06%+3,33213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…5,294$666K0.01%+1,80113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.5,281$666K0.04%+24813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,356$666K-1,092Timeline
SC&H Financial Advisors, Inc.5,273$665K0.14%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,251$662K0.03%-69713F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC5,251$662K0.32%-2013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP5,244$661K0.04%-8,22913F-HRTimelineGroup
DRW Securities, LLC5,240$661K0.04%-2,39013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,235$660K0.03%013F-HRTimeline
Sovran Advisors, LLC5,239$659K0.09%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,210$657K0.18%013F-HRTimeline
Centiva Capital, LP5,209$657K0.02%+4,85413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,205$656K0.14%-27513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,204$656K0.07%-613F-HRTimeline
Archford Capital Strategies, LLC5,204$656K0.1%+313F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC5,196$655K0.09%+55313F-HRTimeline
PRIVATE TRUST CO NA5,194$655K0.07%-1,32613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,192$655K0.12%-15013F-HRTimeline
Hodges Capital Management Inc.5,188$654K0.04%-28,71713F-HRTimeline
Stonebridge Financial Group, LLC5,186$654K0.07%13F-HRTimeline
Choate Investment Advisors5,176$653K0.02%+30813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,164$651K0.03%+5113F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC5,160$651K0.05%-5413F-HRTimeline
FORA Capital, LLC5,138$648K0.07%-81,00813F-HRTimeline
McAdam, LLC5,132$647K0.04%+33013F-HRTimeline
TRUST POINT INC.5,132$647K0.04%+1,07013F-HRTimeline
Founders Financial Alliance, LLC5,129$647K0.18%-12113F-HRTimeline
Minot DeBlois Advisors LLC5,114$645K0.59%13F-HRTimeline
Ausdal Financial Partners, Inc.5,106$644K0.06%+2,71413F-HRTimeline
Legacy Capital Group California, Inc.5,104$644K0.2%-3413F-HRTimeline
Future Financial Wealth Managment LLC5,100$643K0.47%+25513F-HRTimeline
AR ASSET MANAGEMENT INC5,100$643K0.15%013F-HRTimeline
Taylor Financial Group, Inc.5,086$641K0.44%+6313F-HRTimeline
Patrick Mauro Investment Advisor, INC.5,080$641K0.37%+1013F-HRTimeline
Cetera Trust Company, N.A5,079$640K0.42%-6513F-HRTimeline
WORLD EQUITY GROUP, INC.5,062$638K0.14%+2,36713F-HRTimeline
Discipline Wealth Solutions, LLC5,053$637K0.3%new13F-HRTimeline
Wealth Advisory Solutions, LLC5,024$634K0.18%-43513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,021$633K<0.01%-40113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC5,020$633K0.63%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,010$632K0.03%-1,75013F-HR/ATimeline
B&D White Capital Company, LLC5,000$630K0.11%-10,60013F-HRTimeline
Kovack Advisors, Inc.4,997$630K0.06%+62813F-HRTimeline
Leo Wealth, LLC4,995$630K0.06%+1,79113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,975$627K0.12%-11913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,600$627K0.01%-3113F-HRTimeline
Hapanowicz & Associates Financial Servi…4,964$626K0.31%013F-HRTimeline
Focus Financial Network, Inc.4,731$623K0.02%+19213F-HRTimeline
First Horizon Advisors, Inc.4,938$623K0.02%-22613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,932$622K0.47%-2013F-HRTimeline
EQUITABLE TRUST CO4,932$622K0.03%013F-HRTimeline
VeraBank, N.A.4,913$620K0.17%-4913F-HRTimeline
Virtue Capital Management, LLC4,911$619K0.12%+58113F-HRTimeline
Darwin Wealth Management, LLC4,908$619K0.21%-2513F-HR/ATimeline
Capital Asset Advisory Services LLC4,989$618K0.03%+10913F-HRTimeline
Forge Financial Services LLC5,400$617K0.52%13F-HRTimeline
LS Investment Advisors, LLC4,885$616K0.09%-3,85513F-HRTimeline
Blackston Financial Advisory Group, LLC4,884$616K0.31%-413F-HRTimeline
INGALLS & SNYDER LLC4,871$614K0.02%-1,07413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,869$614K0.03%+19313F-HRTimeline
Vest Financial, LLC4,862$613K0.01%+99713F-HRTimeline
SYNTAX RESEARCH, INC.4,858$613K0.44%+94913F-HRTimeline
Elevated Capital Advisors, LLC4,855$612K0.17%+41713F-HRTimeline
Byrne Asset Management LLC4,851$612K0.43%-95213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,835$610K0.18%+35713F-HRTimeline
Northstar Group, Inc.4,817$607K0.1%+4013F-HRTimeline
Brady Martz Wealth Solutions, LLC4,825$607K0.15%13F-HRTimeline
Solitude Financial Services4,800$605K0.26%013F-HRTimeline
Catalyst Funds Management Pty Ltd4,800$605K0.15%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV4,791$604K0.14%-4013F-HRTimeline
Agate Pass Investment Management, LLC4,785$603K0.27%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,757$600K0.22%+2,19513F-HRTimeline
Sound View Wealth Advisors Group, LLC4,735$597K0.05%+1,34913F-HRTimeline
Dynamic Technology Lab Private Ltd4,730$596K0.1%new13F-HRTimeline
Southeast Asset Advisors, LLC4,705$593K0.07%013F-HRTimeline
Buttonwood Financial Advisors Inc.4,693$592K0.26%-213F-HRTimeline
Chicago Capital, LLC4,691$592K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC4,680$590K0.09%-18213F-HRTimeline
Winthrop Advisory Group LLC4,676$590K0.07%+3513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION4,670$589K0.05%-8513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,652$587K<0.01%-27,25313F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC4,655$587K0.42%013F-HRTimeline
City State Bank4,648$586K0.21%+3313F-HRTimeline
Greenwich Wealth Management LLC4,645$586K0.04%+42113F-HRTimeline
Fernwood Investment Management, LLC4,638$585K0.2%+17513F-HRTimeline
Community Bank & Trust, Waco, Texas4,624$583K0.13%+313F-HRTimeline
Coign Capital Advisors LLC4,620$583K0.54%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,613$582K0.05%+1,82913F-HRTimelineGroup
apricus wealth, LLC4,611$581K0.38%-5013F-HRTimeline
Raab & Moskowitz Asset Management LLC4,608$581K0.14%-25713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,603$581K0.01%+11813F-HRTimelineGroup
Main Street Financial Solutions, LLC4,596$580K0.06%-3,99413F-HRTimeline
Cohen Capital Management, Inc.4,585$578K0.1%013F-HRTimeline
Annex Advisory Services, LLC4,585$578K0.02%+1513F-HRTimeline
High Net Worth Advisory Group LLC4,583$578K0.16%-86813F-HRTimeline
SteelPeak Wealth, LLC4,580$578K0.02%-27,18913F-HRTimeline
Valmark Advisers, Inc.4,576$577K0.01%-44613F-HRTimeline
CFS Investment Advisory Services, LLC4,555$574K0.05%-2,32913F-HRTimeline
Legacy Capital Wealth Partners, LLC4,547$573K0.14%-1,82113F-HRTimeline
Verity Asset Management, Inc.4,658$572K0.32%-2,79013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,523$570K0.06%-6,74013F-HRTimelineGroup
Chicago Partners Investment Group LLC4,472$567K0.02%+5213F-HRTimeline
Foster Victor Wealth Advisors, LLC4,363$566K0.04%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC4,456$562K0.11%+3813F-HRTimeline
IEQ CAPITAL, LLC4,456$562K0.01%-9,13613F-HRTimeline
WestHill Financial Advisors, Inc.4,455$562K0.13%+213F-HRTimeline
Net Worth Advisory Group4,443$560K0.17%-4513F-HRTimeline
Range Financial Group LLC4,438$560K0.26%new13F-HRTimeline
Mystic Asset Management, Inc.4,430$559K0.15%+79913F-HRTimeline
Silver Coast Investments LLC4,427$558K0.21%+6413F-HRTimeline
JFS WEALTH ADVISORS, LLC4,426$558K0.04%+35413F-HRTimeline
Revolve Wealth Partners, LLC4,422$558K0.08%+7513F-HR/ATimeline
TWO SIGMA SECURITIES, LLC4,411$556K0.1%new13F-HRTimeline
Wealthspire Advisors, LLC4,411$556K0.01%-28713F-HRTimeline
NCM Capital Management, LLC4,410$556K0.25%+613F-HRTimeline
FIRST UNITED BANK & TRUST4,405$555K0.2%-1,04513F-HRTimeline
Allred Capital Management, LLC4,392$554K0.21%-1513F-HRTimeline
Wallace Advisory Group, LLC4,051$552K0.38%+58213F-HRTimeline