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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
Deseret Mutual Benefit Administrators4,372$551K0.27%+17313F-HRTimeline
LifeGuide Financial Advisors, LLC4,371$551K0.24%-21513F-HRTimeline
Constitution Capital LLC4,344$548K0.31%013F-HRTimeline
N.E.W. Advisory Services LLC4,339$547K0.05%+37613F-HRTimeline
MWA Asset Management4,326$546K0.36%-65213F-HRTimeline
Collaborative Wealth Managment Inc.4,306$543K0.25%+2,10013F-HRTimeline
MEYER HANDELMAN CO4,300$542K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,300$542K0.04%-70913F-HRTimeline
Pettee Investors, Inc.4,270$538K0.27%-7013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC4,268$538K0.21%new13F-HRTimeline
Maven Securities LTDin group Maven Securities LTD4,266$538K0.09%+1,79613F-HRTimelineGroup
Keudell/Morrison Wealth Management4,262$537K0.14%-41413F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,255$537K0.02%+18513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,254$536K0.25%-6513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,242$535K0.01%+1,22313F-HR/ATimelineGroup
Womack Financial LLC4,236$534K0.47%13F-HRTimeline
Geller Advisors LLC4,211$531K0.03%013F-HRTimeline
Bollard Group LLC4,208$531K0.01%-3,28813F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC4,207$531K0.17%-14,90513F-HRTimeline
Wealth Alliance Advisory Group, LLC4,205$530K0.11%-40413F-HRTimeline
Faithward Advisors, LLC4,194$529K0.09%-10113F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,192$528K0.09%-18613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,184$528K0.11%+2113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,184$528K0.04%-72113F-HRTimeline
Gilliland Jeter Wealth Management LLC4,183$527K0.18%+1013F-HRTimeline
NWF Advisory Services Inc.4,137$522K0.08%+1,68713F-HRTimeline
SITTNER & NELSON, LLC4,132$521K0.23%+27813F-HRTimeline
Powers Advisory Group, LLC4,131$521K0.26%+11113F-HRTimeline
Tradewinds, LLC.4,573$521K0.14%+8613F-HRTimeline
Ignite Planners, LLC4,187$518K0.11%+62613F-HRTimeline
CHICAGO TRUST Co NA4,101$517K0.09%-1913F-HRTimeline
Private Wealth Partners, LLC4,100$517K0.04%-35013F-HRTimeline
RDA Financial Network4,097$517K0.15%+29013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,085$515K0.03%-15313F-HRTimeline
Shakespeare Wealth Management, LLC4,081$515K0.14%-18613F-HRTimeline
Essential Planning, LLC.3,906$514K<0.01%new13F-HRTimeline
Summit Asset Management, LLC4,072$513K0.09%-25013F-HRTimeline
SIMON QUICK ADVISORS, LLC4,066$513K0.03%+25713F-HRTimeline
NorthCrest Asset Manangement, LLC4,063$512K0.02%-84,08213F-HR/ATimeline
DIAMANT ASSET MANAGEMENT, INC.4,060$512K0.33%013F-HRTimeline
Arjuna Capital4,050$511K0.14%+8113F-HRTimeline
ROGCO, LP4,043$510K0.21%+1813F-HRTimeline
OmniStar Financial Group, Inc.4,044$510K0.41%-91913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,023$507K0.19%-60613F-HRTimeline
Parvin Asset Management, LLC4,020$507K0.55%13F-HRTimeline
Rothschild Wealth LLC3,992$503K0.15%-5,75113F-HRTimeline
CENTRAL BANK & TRUST CO3,989$503K0.08%-1,67313F-HRTimeline
Salvus Wealth Management, LLC3,984$502K0.32%-31413F-HRTimeline
Balefire, LLC4,043$501K0.17%-67613F-HRTimeline
Sonora Investment Management Group, LLC3,971$501K0.04%+38013F-HRTimeline
BARR E S & CO3,958$499K0.03%-2513F-HRTimeline
S.E.E.D. Planning Group LLC3,950$498K0.17%new13F-HRTimeline
SMITH, MOORE & CO.3,948$498K0.05%-44213F-HRTimeline
GTS SECURITIES LLC3,929$495K0.02%-60,07313F-HRTimeline
Smith Salley Wealth Management3,910$493K0.03%-13213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,904$492K0.23%-5513F-HRTimeline
Seelaus Asset Management LLC3,899$492K0.45%+313F-HRTimeline
Accurate Wealth Management, LLC3,988$492K0.09%+72713F-HRTimeline
First County Bank /CT/3,897$491K0.27%-1,26913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,885$490K0.03%+37813F-HRTimelineGroup
Greenfield Savings Bank3,872$488K0.23%+42713F-HRTimeline
First Nebraska Trust Co3,864$487K0.05%013F-HRTimeline
CONNING INC.in group CONNING INC.3,851$486K0.02%-71813F-HRTimelineGroup
GUARDIAN INVESTMENT MANAGEMENT3,800$479K0.34%-27513F-HRTimeline
Shum Financial Group, Inc.3,796$479K0.41%-1,17513F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd3,794$478K0.36%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC3,792$478K0.02%+1,23613F-HRTimeline
S.A. Mason LLC3,791$478K0.25%-12513F-HRTimeline
Berkeley Capital Partners, LLC3,777$476K0.13%-3,93913F-HRTimeline
DURANTE & WATERS, LLC3,756$474K0.39%+113F-HRTimeline
Profit Investment Management, LLC3,756$474K0.38%-24513F-HRTimeline
Centerline Wealth Advisors, LLC3,727$470K0.28%13F-HRTimeline
Sylvest Advisors, LLC3,727$470K0.29%13F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC3,717$469K0.03%013F-HRTimeline
Family Legacy, Inc.3,689$468K0.16%+16013F-HRTimeline
Heritage Wealth Advisors3,707$468K0.02%+1113F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,700$467K0.36%+6513F-HRTimeline
ABLE Financial Group, LLC3,683$464K0.14%new13F-HRTimeline
St. Johns Investment Management Company…3,674$463K0.22%-46513F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC3,657$461K0.31%+113F-HRTimeline
Onyx Bridge Wealth Group LLC3,656$461K0.07%new13F-HRTimeline
Claro Advisors Inc.3,656$461K0.06%-25313F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,636$458K0.39%13F-HRTimeline
Journey Advisory Group, LLC3,326$455K0.05%013F-HRTimeline
Legacy Wealth Asset Management, LLC3,585$452K0.12%-20913F-HRTimeline
Versant Capital Management, Inc3,583$452K0.1%+8913F-HRTimeline
Simmons Bankin group Simmons Bank3,580$451K0.03%-2013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC3,578$451K0.21%+30513F-HRTimeline
LVW Advisors, LLC3,562$449K0.06%-94913F-HRTimeline
Finward Bancorp3,560$449K0.39%13F-HRTimeline
Pathway Financial Advisors LLC3,560$449K0.1%-1413F-HRTimeline
HM PAYSON & CO3,558$449K0.01%+4513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,569$447K0.04%-40813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,538$446K0.12%+93513F-HRTimeline
SageOak Financial, LLC3,522$444K0.41%13F-HRTimeline
Roble, Belko & Company, Inc3,514$443K0.07%+113F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,505$442K0.3%+213F-HRTimeline
AIA Group Ltdin group AIA Group Ltd3,504$442K0.01%-15,97913F-HRTimelineGroup
Kentucky Trust Co3,503$442K0.26%13F-HRTimeline
Archer Investment Corp3,461$436K0.12%-613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,445$434K0.11%+78913F-HRTimeline
Bard Financial Services, Inc.3,425$432K0.05%013F-HRTimeline
Private Portfolio Partners LLC3,424$432K0.08%+6113F-HRTimeline
ORG Partners LLC3,393$430K0.06%+313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,400$429K0.05%+17213F-HRTimeline
West Tower Group, LLC3,400$429K0.95%+1,30013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,395$428K0.03%-64313F-HRTimeline
FRG Family Wealth Advisors LLC3,390$427K0.08%013F-HRTimeline
PATTEN & PATTEN INC/TN3,388$427K0.03%+313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,387$427K0.01%+15013F-HRTimelineGroup
MRA Advisory Group3,385$427K0.23%-1,15613F-HRTimeline
Graypoint LLC3,373$425K0.03%+32113F-HRTimeline
First Affirmative Financial Network3,344$422K0.24%-29513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,327$420K0.01%-12213F-HRTimeline
Granite Investment Partners, LLC3,322$419K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC3,317$418K0.02%-4,04513F-HRTimeline
MKT Advisors LLC3,211$417K0.18%+3213F-HRTimeline
Montis Financial, LLC3,295$416K0.13%+713F-HRTimeline
NTV Asset Management LLC3,294$415K0.05%+313F-HRTimeline
Cascade Financial Partners, LLC3,291$415K0.05%-41813F-HRTimeline
Kolinsky Wealth Management, LLC3,288$415K0.25%+38713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,041$415K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,277$413K0.03%-54513F-HRTimeline
CWA Asset Management Group, LLC3,274$413K0.02%-22,55113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,272$413K0.13%013F-HRTimeline
Lindbrook Capital, LLC3,269$412K0.04%+47813F-HRTimeline
S&CO INC3,270$412K0.03%013F-HRTimeline
Norris Financial Group, LLC3,265$412K0.19%013F-HRTimeline
LMG Wealth Partners, LLC3,262$411K0.09%+2613F-HRTimeline
OAKWORTH CAPITAL, INC.3,257$411K0.03%-15213F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,267$409K0.01%13F-HRTimelineGroup
Sterling Investment Counsel, LLC3,238$408K0.27%+1813F-HRTimeline
Eaton-Cambridge Inc.3,238$408K0.18%+9813F-HRTimeline
Lester Murray Antman dba SimplyRich3,238$408K0.12%+17213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,209$405K0.03%-4613F-HR/ATimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC3,196$403K0.01%new13F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC3,182$401K0.2%-83213F-HRTimeline
CHASE INVESTMENT COUNSEL CORP3,181$401K0.13%new13F-HRTimeline
MIdWestOne Financial Group, Inc.3,179$401K0.06%013F-HRTimeline
VIAWEALTH, LLC3,176$400K0.24%-34613F-HRTimeline
Segment Wealth Management, LLC3,142$396K0.03%-20113F-HRTimeline
Fortis Capital Advisors, LLC3,081$396K0.14%-4513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,130$395K0.07%-4813F-HRTimeline
Capital Wealth Planning, LLC3,128$394K<0.01%-3,38213F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,117$393K0.03%+49513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,528$393K0.04%+65713F-HRTimeline
VISION FINANCIAL MARKETS LLC3,111$392K0.42%13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,105$391K0.18%-9113F-HRTimeline
Fortitude Family Office, LLC3,093$390K0.14%-5813F-HRTimeline
GSA CAPITAL PARTNERS LLP3,076$388K0.03%-6813F-HRTimeline
HANCOCK WHITNEY CORP3,074$388K0.01%+70013F-HRTimeline
Pflug Koory, LLC3,072$387K0.2%-21513F-HRTimeline
Sugarloaf Wealth Management, LLC3,071$387K0.07%+1,84313F-HRTimeline
Wedmont Private Capital3,133$386K0.02%+72613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC3,058$386K0.18%-49813F-HRTimeline
Weaver Consulting Group3,053$385K0.12%013F-HRTimeline
Paragon Private Wealth Management, LLC3,047$384K0.18%-90413F-HRTimeline
Liberty Capital Management, Inc.3,035$383K0.08%-50013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP3,033$382K0.18%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PCG ASSET MANAGEMENT, LLC3,032$382K0.34%13F-HRTimeline
Oslo Pensjonsforsikring AS3,027$382K0.05%+60413F-HRTimeline
GeoWealth Management, LLC3,026$382K0.01%+55413F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC3,026$382K0.07%-23013F-HRTimeline
Mason & Associates, LLC3,023$381K0.11%013F-HRTimeline
Sharp Wealth Advisory, LLC3,015$380K0.29%-61513F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,994$378K0.1%-11613F-HRTimeline
VANCE WEALTH, LLC2,993$377K0.15%+3313F-HRTimeline
Harbour Capital Advisors, LLC3,047$377K0.08%013F-HRTimeline
Krane Funds Advisors LLC2,987$377K0.02%-12413F-HRTimeline
Dana Investment Advisors, Inc.2,979$376K0.01%-8813F-HRTimeline
Global Assets Advisory, LLC3,029$375K0.21%+1,09713F-HRTimeline
E&G Advisors, LLC2,969$374K0.1%-10013F-HRTimeline
RD Lewis Holdings, Inc.3,308$374K0.41%13F-HRTimeline
Dechtman Wealth Management, LLC2,954$372K0.07%-15113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,895$372K0.04%-17913F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC2,948$372K0.07%-19913F-HRTimeline
MeadowBrook Investment Advisors LLC2,946$371K0.33%+33713F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,940$371K0.14%-1413F-HRTimeline
Malaga Cove Capital, LLC2,922$368K0.14%013F-HRTimeline
DAGCO, INC.2,920$368K0.12%-12113F-HRTimeline
Luken Investment Analytics, LLC2,919$368K0.17%013F-HRTimeline
SHELL ASSET MANAGEMENT CO2,919$368K0.02%-1,46513F-HRTimeline
Ellis Investment Partners, LLC2,917$368K0.07%-68413F-HRTimeline
Generation Capital Management LLC2,909$367K0.31%13F-HRTimeline
BIP Wealth, LLC2,900$366K0.02%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC2,898$365K0.24%-2413F-HRTimeline
Keel Point, LLC2,898$365K0.03%-15013F-HRTimeline
Heartwood Wealth Advisors LLC2,895$365K0.04%+1413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,895$365K0.14%new13F-HRTimeline
Shepherd Financial Partners LLC2,893$365K0.04%-70813F-HRTimeline
Continuum Advisory, LLC2,893$365K0.05%+913F-HRTimeline
Jacksonville Wealth Management, LLC2,892$365K0.34%13F-HRTimeline
WealthTrak Capital Management LLC2,888$364K0.31%13F-HRTimeline
Cape Investment Advisory, Inc.2,885$364K0.14%-16213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,876$363K0.21%+12013F-HRTimeline
L2 Asset Management, LLC2,875$363K0.08%-4113F-HRTimeline
Claris Financial LLC2,871$362K0.24%13F-HRTimeline
Marble Harbor Investment Counsel, LLC2,855$360K0.04%013F-HRTimeline
Sterling Capital Management LLC2,852$360K<0.01%-16,71913F-HRTimeline
AlphaMark Advisors, LLC2,848$359K0.16%+16713F-HRTimeline