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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
Amica Retiree Medical Trust2,837$358K0.34%-24613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,836$358K0.02%-1,19913F-HRTimeline
FARMERS TRUST CO2,825$356K0.07%-21113F-HRTimeline
Kiker Wealth Management, LLC2,825$356K0.29%13F-HRTimeline
Successful Portfolios LLC2,819$356K0.24%-7013F-HRTimeline
Choice Wealth Advisors LLC2,817$355K0.18%+2413F-HRTimeline
Gray Wealth Management Inc.2,815$355K0.13%-5413F-HRTimeline
Hardy Reed LLC2,811$354K0.03%new13F-HRTimeline
IFG Advisors, LLC2,809$354K0.07%-29013F-HRTimeline
Core Alternative Capital2,806$354K0.07%-20413F-HRTimeline
Palumbo Wealth Management LLC2,806$354K0.13%-27713F-HRTimeline
1776 Wealth LLC2,803$353K0.16%new13F-HRTimeline
Pines Wealth Management, LLC2,861$353K0.15%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,794$352K0.07%-62813F-HRTimelineGroup
Aegis Wealth Management LLC2,788$352K0.24%13F-HRTimeline
Plato Investment Management Ltd2,768$350K0.03%+33113F-HRTimeline
Haverford Financial Services, Inc.2,777$350K0.11%-40,71413F-HRTimeline
Thomasville National Bank2,773$350K0.03%+1013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,771$349K0.07%+20013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC2,768$349K0.13%-4013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y2,755$347K0.37%013F-HRTimelineGroup
Avestar Capital, LLC2,753$347K0.03%+47513F-HRTimeline
Mechanics Financial Corp2,752$347K0.16%-5013F-HRTimeline
Atlas Wealth LLC2,751$347K0.13%013F-HRTimeline
LexAurum Advisors, LLC2,747$346K0.07%+48713F-HRTimeline
Cannon Financial Strategists, Inc.2,719$343K0.06%+13713F-HRTimeline
Herold Advisors, Inc.2,714$342K0.07%-23413F-HRTimeline
Financial Management Professionals, Inc.2,714$342K0.04%+18413F-HRTimeline
Cornerstone Wealth Group, LLC2,709$342K0.03%-48113F-HRTimeline
Douglas Lane & Associates, LLC2,702$341K<0.01%-18613F-HRTimeline
Nicholas Wealth, LLC.2,721$340K0.19%new13F-HRTimeline
WRAPMANAGER INC2,697$340K0.09%-38013F-HRTimeline
Guardian Partners Inc.2,680$340K0.03%13F-HRTimeline
Southland Equity Partners LLC2,688$339K0.08%+49813F-HRTimeline
CHB Investment Group, LLC2,680$338K0.18%013F-HRTimeline
WealthShield Partners, LLC2,674$337K0.05%-83913F-HRTimeline
Financial Engines Advisors L.L.C.2,665$336K<0.01%new13F-HRTimeline
ExodusPoint Capital Management, LP2,662$336K<0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,656$335K0.13%-16613F-HRTimeline
New Covenant Trust Company, N.A.2,672$335K0.33%+1113F-HRTimeline
Premier Path Wealth Partners, LLC2,655$335K0.05%-24813F-HRTimeline
Finley Financial, LLC2,626$335K0.17%13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,652$334K0.02%-50813F-HRTimeline
Suncoast Equity Management2,652$334K0.04%013F-HRTimeline
Ranch Capital Advisors Inc.2,650$334K0.16%+513F-HRTimeline
CAXTON ASSOCIATES LP2,649$334K0.01%-42213F-HRTimeline
ADIRONDACK TRUST CO2,633$332K0.13%-15813F-HRTimeline
HCR Wealth Advisors2,629$332K0.04%+213F-HRTimeline
Stonebrook Private Inc.2,623$331K0.09%+11713F-HRTimeline
COUNTRY TRUST BANK2,622$331K0.01%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,618$330K0.04%-55913F-HRTimeline
Joule Financial, LLC2,617$330K0.12%-26013F-HRTimeline
Royal Capital Wealth Management, LLC2,613$330K0.23%-4813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,610$329K0.05%-8,69713F-HRTimeline
CVA Family Office, LLC2,603$328K0.05%+91313F-HRTimeline
PEAVINE CAPITAL, LLC2,600$328K0.08%013F-HRTimeline
Burns Matteson Capital Management, LLC2,599$328K0.18%new13F-HRTimeline
Savvy Advisors, Inc.2,599$328K0.04%+74513F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC2,516$326K0.22%-45613F-HRTimeline
Clarius Group, LLC2,583$326K0.02%-47113F-HRTimeline
CogentBlue Wealth Advisors, LLC2,583$326K0.29%13F-HRTimeline
Ledyard National Bank2,581$325K0.03%+11813F-HRTimeline
Fiduciary Alliance LLC2,580$325K0.03%new13F-HRTimeline
HHM Wealth Advisors, LLC2,574$325K0.04%+1,19813F-HRTimeline
FLC Capital Advisors2,572$324K0.07%-4013F-HRTimeline
Platform Technology Partners2,570$324K0.1%+32313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,571$324K0.03%+30513F-HRTimelineGroup
Bridgewealth Advisory Group, LLC2,800$324K0.09%new13F-HRTimeline
Strategic Wealth Partners, Ltd.2,802$324K0.03%-1,31513F-HRTimeline
Alliance Wealth Advisors, LLC2,559$323K0.18%+9413F-HRTimeline
McGuire Investment Group, LLC2,554$322K0.05%-813F-HRTimeline
HOWE & RUSLING INC2,552$322K0.03%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,550$322K0.07%013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC2,548$321K0.12%-3113F-HRTimeline
Lifeworks Advisors, LLC2,546$321K0.06%+14513F-HRTimeline
Aaron Wealth Advisors LLC2,538$320K0.04%+47713F-HRTimeline
Center for Financial Planning, Inc.2,537$320K0.04%-58513F-HRTimeline
Old Mission Investment Co LLC2,535$320K0.1%-1913F-HRTimeline
Coordinated Financial Services, Inc.2,521$318K0.25%13F-HRTimeline
LCNB CORP2,520$318K0.12%-23313F-HRTimeline
Retirement Planning Co of New England, …2,519$318K0.15%+11613F-HRTimeline
TI-TRUST, INC2,515$317K0.21%013F-HRTimeline
CAMBIAR INVESTORS LLC2,513$317K0.01%-6313F-HRTimeline
Austin Asset Management Co Inc2,505$316K0.06%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,505$316K0.01%+95413F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.2,503$316K0.18%013F-HRTimeline
Corps Capital Advisors, LLC2,500$315K0.32%13F-HRTimeline
Traynor Capital Management, Inc.2,496$315K0.02%-1,11813F-HRTimeline
CoreFirst Bank & Trust2,492$314K0.19%-16513F-HRTimeline
Capital Advantage, Inc.2,485$313K0.06%new13F-HRTimeline
SHUFRO ROSE & CO LLC2,465$311K0.02%013F-HRTimeline
Fortis Group Advisors, LLC2,461$310K0.06%-613F-HRTimeline
RIA Advisory Group LLC2,454$309K0.11%+36713F-HRTimeline
Global Trust Asset Management, LLC2,448$309K0.12%-31213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT2,430$306K0.04%+60213F-HRTimeline
Ipswich Investment Management Co., Inc.2,425$306K0.07%-4013F-HRTimeline
Wealth Quarterback LLC2,418$305K0.14%-18313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2,410$304K0.09%new13F-HRTimeline
Allegheny Financial Group2,409$304K0.08%-3713F-HRTimeline
2UniFi Bank2,401$303K0.2%13F-HRTimeline
EVOKE WEALTH, LLC2,399$303K0.01%+49113F-HRTimeline
Wealth Management Associates, Inc.2,395$302K0.13%+713F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,394$302K0.19%+49413F-HRTimelineGroup
Ransom Advisory, Ltd2,387$301K0.14%+85013F-HRTimeline
Plancorp, LLC2,387$301K0.01%+41913F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC2,384$301K0.32%13F-HRTimeline
Breakwater Capital Group2,380$300K0.06%+16613F-HRTimeline
Chancellor Financial Group WB LP2,380$300K0.24%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,369$299K0.04%+34813F-HRTimeline
Atlas Brown,Inc.2,362$298K0.1%-2413F-HRTimeline
Sollinda Capital Management LLC2,355$297K0.08%+6013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,345$296K0.01%-6013F-HRTimelineGroup
waypoint wealth counsel2,342$295K0.19%-6413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,340$295K0.03%-1,24313F-HRTimeline
Thrive Wealth Management, LLC2,330$294K0.05%-99813F-HRTimeline
Grove Bank & Trust2,329$294K0.04%+13113F-HRTimeline
Wynn Capital, LLC2,324$293K0.19%+58913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,322$293K0.01%-53513F-HRTimeline
Massachusetts Wealth Management2,320$293K0.18%-2513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.2,315$292K0.05%new13F-HRTimeline
360 Financial, Inc.2,311$291K0.11%013F-HRTimeline
Hickory Point Bank & Trust2,310$291K0.26%13F-HRTimeline
AlphaQuest LLC2,308$291K0.04%-4513F-HRTimeline
DAVIDSON TRUST CO2,305$291K0.15%-6013F-HRTimeline
Tennessee Valley Asset Management Partn…2,294$289K0.05%+613F-HRTimeline
180 WEALTH ADVISORS, LLC2,278$287K0.05%-2513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,263$285K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,261$285K0.02%+1613F-HRTimeline
ZEGA Investments, LLC2,143$285K0.08%13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,259$285K<0.01%-52,05913F-HRTimeline
Glen Eagle Advisors, LLC2,258$285K0.05%-59413F-HRTimeline
LGT Group Foundationin group LGT Group Foundation2,251$284K<0.01%-32,59113F-HRTimelineGroup
OAKLAND FINANCIAL CORP2,250$284K3.25%13F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/2,246$283K0.02%-20,78113F-HRTimeline
TBH Global Asset Management, LLC2,246$283K0.07%+6613F-HRTimeline
West Family Investments, Inc.2,224$280K0.1%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,209$279K0.04%-69813F-HR/ATimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,204$278K0.1%+38913F-HRTimeline
Sterling Financial Planning, Inc.2,203$278K0.1%013F-HRTimeline
Parkside Financial Bank & Trust2,203$278K0.04%-78813F-HRTimeline
Optas, LLC2,198$277K0.06%+45613F-HRTimeline
Catalina Capital Group, LLC2,192$276K0.09%-10413F-HRTimeline
Lynx Investment Advisory2,192$276K0.19%-6413F-HRTimeline
Bridgefront Capital, LLC2,190$276K0.09%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,186$276K0.14%13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…2,183$275K0.04%new13F-HRTimelineGroup
Colonial River Investments, LLC2,177$274K0.13%-12613F-HRTimeline
Capital Advisors Wealth Management, LLC2,171$274K0.05%-18513F-HRTimeline
Walker Financial Services, Inc.1,910$272K0.16%-30613F-HRTimeline
Obermeyer Wealth Partners2,149$271K0.01%+113F-HRTimeline
Gibbs Wealth Management2,148$271K0.07%+23113F-HRTimeline
Cornell Pochily Investment Advisors, In…2,140$270K0.09%-5713F-HRTimeline
Bill Few Associates, Inc.2,138$270K0.09%-21413F-HRTimeline
Haven Capital Group, Inc.2,127$268K0.25%13F-HRTimeline
Sachetta, LLC2,127$268K0.11%-4913F-HRTimeline
SFMG, LLC2,122$268K0.02%+48713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,111$266K0.03%-99113F-HRTimeline
EVEXIA WEALTH LLC2,351$266K0.09%+22813F-HRTimeline
Compass Wealth Management LLC2,100$265K0.06%-52513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,099$265K0.04%13F-HRTimeline
JT Stratford LLC2,097$264K0.04%-99613F-HRTimeline
UPTICK PARTNERS, LLC2,097$264K0.1%-6513F-HRTimeline
Atlas Legacy Advisors, LLC2,090$264K0.06%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,088$263K0.03%+213F-HRTimeline
Johnson & White Wealth Management, LLC2,125$263K0.16%new13F-HRTimeline
Lane & Associates LLC2,292$262K0.14%+4113F-HRTimeline
GenTrust, LLC2,076$262K0.01%+7413F-HRTimeline
Williams Jones Wealth Management, LLC.2,074$262K<0.01%-13413F-HRTimeline
Encompass More Asset Management2,072$261K0.09%+3213F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,070$261K0.06%+1413F-HRTimeline
Somerset Trust Co2,070$261K0.1%013F-HRTimeline
Westhampton Capital, LLC2,070$261K0.13%-28513F-HRTimeline
King Wealth Management Group2,066$261K0.04%013F-HRTimeline
Baltimore-Washington Financial Advisors…2,068$261K0.01%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.2,066$261K0.05%+25013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,061$260K0.1%-23313F-HRTimeline
Copperwynd Financial, LLC2,060$260K0.07%-4413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.2,054$259K<0.01%+10413F-HRTimelineGroup
Sunpointe, LLC2,050$258K0.13%-12713F-HRTimeline
INCEPTIONR LLC2,046$258K0.06%-7,07713F-HRTimeline
First PREMIER Bank2,053$258K0.07%+1,15313F-HRTimeline
Detalus Advisors, LLC2,044$258K0.08%-10613F-HRTimeline
Busey Bank2,040$257K0.01%-46213F-HRTimeline
Human Investing LLC2,039$257K0.05%-60713F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT2,035$257K0.13%-1,42713F-HRTimeline
Bank & Trust Co2,038$257K0.22%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,035$257K0.01%-43613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,034$257K0.2%13F-HRTimeline
Monument Capital Management2,033$256K0.07%+3813F-HRTimeline
BLB&B Advisors, LLC2,032$256K0.01%-15113F-HRTimeline
Meridian Wealth Advisors, LLC2,029$256K0.04%013F-HRTimeline
Embree Financial Group2,023$255K0.04%-36213F-HRTimeline
Relyea Zuckerberg Hanson LLC2,022$255K0.03%-19413F-HRTimeline
US Asset Management LLC2,023$255K0.23%-12513F-HRTimeline
Altus Wealth Group LLC2,022$255K0.11%+8913F-HRTimeline
Roberts Financial Services LLC2,021$255K0.05%-56313F-HRTimeline
Mountain Hill Investment Partners Corp.2,021$255K0.26%13F-HRTimeline
Chaney Capital Management, Inc.2,020$255K0.12%013F-HRTimeline
BANTAMAC CAPITAL, LLC2,010$253K0.11%013F-HRTimeline
Exchange Bank2,009$253K0.2%013F-HRTimeline