13F

Stock

United Parcel Service Inc

UPS · held by 33 managers

Reported value

$421.5M

Holders

33

+3 new · −1 exited

Holders’ est. mark

−$33.5M

Price effect on 24 books still in the name

Largest holder

$207.8M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.06M$207.8M−$16.9MAdded$1.97M
Swiss Life Asset Management Ltd1.17M$118.5M−$9.99MCut−$2.92M
DANSKE BANK A/S344.1K$34.7M−$2.83MAdded$297.5K
Sanctuary Advisors, LLC147.9K$14.9M−$878.8KAdded$4.25M
OP Asset Management Ltd76.7K$7.75M−$691.3KCut−$656.6K
NWAM LLC66.1K$5.71MHeld
FIRST NATIONAL BANK OF OMAHA44.9K$4.54M−$406.7KCut−$594.3K
Alberta Investment Management Corp43.7K$4.41MHeld
Savant Capital, LLC37.6K$3.8M−$319.4KCut−$85.2K
Pine Valley Investments Ltd Liability Co37.3K$3.77M−$244KAdded$805.1K
Catherine Avery Investment Management LLC25.1K$2.53M−$196.2KAdded$144.7K
INDEPENDENT FINANCIAL GROUP, LLC20K$2.02M−$125.2KAdded$497.8K
Norris Financial Group, LLC17.9K$1.8M−$141.1KAdded$87.5K
Millennium Capital Advisors, LLC13.6K$1.37M−$123KCut−$408.4K
Leonteq Securities AG13.1K$1.32M−$119.6KCut−$1.28M
Flavin Financial Services, Inc.12.2K$1.23M−$110KCut−$171.4K
Cresset Asset Management, LLC11.4K$1.15MHeld
Roehl & Yi Investment Advisors, LLC7.65K$772.2K−$67.9KCut−$52.7K
Essential Partners LLC6.31K$636.8KHeld
Nicholas Wealth, LLC.6.19K$624.9KNew
Blackston Financial Advisory Group, LLC4.63K$467.4K−$41.9KCut−$42.5K
Womack Financial LLC4.34K$437.8K−$37.7KCut−$21.1K
PEAK6 LLC3.34K$337.4KHeld
DGS Capital Management, LLC2.12K$214.1KNew
Severin Investments, LLC2.02K$203.8K−$17.7KCut−$11.6K
BROADWATER CAPITAL MANAGEMENT LLC158K$158K−$170.6KCut−$14.2K
ELEVATION POINT WEALTH PARTNERS, LLC1.08K$109.4KNew
Medallion Wealth Advisors, LLC607$63.4K−$3KCut−$2.69K
Aventura Private Wealth, LLC195$19.7K−$1.77KCut−$18.3K
Prestige Wealth Management Group LLC154$15.5K−$1.39KCut−$1.39K
Clark Wealth Partners107$10.8K−$971Cut−$770
Nalls Sherbakoff Group, LLC68$6.91K−$596Cut−$494
Pensionfund Sabic6.6K$666Held

Who left

Positions as of Q2 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.