13F

Stock

United Parcel Service Inc

UPS · held by 31 managers

Reported value

$1.31B

Holders

31

+0 new · −0 exited

Holders’ est. mark

−$46.4M

Price effect on 22 books still in the name

Largest holder

$899.5M

NORGES BANK

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
NORGES BANK8.18M$899.5MHeld
BARCLAYS PLC1.87M$205.9M−$22.4MAdded$30.7M
Swiss Life Asset Management Ltd1.1M$121.5M−$17.4MCut−$14.9M
DANSKE BANK A/S313.1K$34.4M−$5.04MCut−$16.1M
Sanctuary Advisors, LLC97.1K$10.7MHeld
OP Asset Management Ltd76.4K$8.4MHeld
FIRST NATIONAL BANK OF OMAHA46.6K$5.13MHeld
Savant Capital, LLC35.3K$3.88MHeld
Pine Valley Investments Ltd Liability Co27K$2.96MHeld
Leonteq Securities AG23.6K$2.6M−$182.3KAdded$1.17M
Catherine Avery Investment Management LLC21.7K$2.38M−$349.3KCut−$383.3K
Millennium Capital Advisors, LLC16.2K$1.78M−$260.8KCut−$403.6K
Norris Financial Group, LLC15.6K$1.71M−$52.6KAdded$1.3M
ONTARIO TEACHERS PENSION PLAN BOARD15.2K$1.67M−$142.3KAdded$555.9K
INDEPENDENT FINANCIAL GROUP, LLC13.8K$1.52MHeld
Flavin Financial Services, Inc.12.7K$1.4M−$189.7KCut−$87K
Roehl & Yi Investment Advisors, LLC7.5K$824.9K−$110.1KCut−$36.6K
Marex Group plc6.16K$677.6K−$99.3KCut−$1.82M
Blackston Financial Advisory Group, LLC4.63K$509.8KHeld
Womack Financial LLC4.17K$458.9K−$67.2KCut−$75.3K
Severin Investments, LLC1.96K$215.3K−$29.3KCut−$14K
BROADWATER CAPITAL MANAGEMENT LLC1.56K$172.1K−$25.2KCut−$25.2K
CHESAPEAKE ASSET MANAGEMENT LLC749$82.4K−$12.1KCut−$91.6K
Medallion Wealth Advisors, LLC604$66K−$9.59KCut−$7.51K
Evelyn Partners Asset Management Ltd547$60.2K−$8.81KCut−$8.81K
Aventura Private Wealth, LLC345$37.9K−$5.56KCut−$5.56K
Evelyn Partners Investment Management LLP337$37.1K−$5.43KCut−$5.43K
Evelyn Partners Investment Management (Europe) Ltd250$27.5K−$4.03KCut−$4.03K
Prestige Wealth Management Group LLC154$16.9K−$2.48KCut−$2.48K
Clark Wealth Partners105$11.5K−$1.75KCut−$6.3K
Nalls Sherbakoff Group, LLC67$7.4KHeld

Positions as of Q1 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.