Institutional Ownership United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 524 Million shares, which have been reported (via 13F filing form) to have a value of $70.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
140,158
shares
|
$18.8 Million
0.25% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
139,441
shares
|
$18.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2024 Q2 2024 |
139,404
shares
|
$18.7 Million
0.12% of portfolio
|
Q2 2024
Added 61.44%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 19, 2024 Q2 2024 |
138,995
shares
|
$18.6 Million
1.57% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138,778
shares
|
$18.6 Million
0.33% of portfolio
|
Q2 2024
Added 2.88%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
138,508
shares
|
$18.5 Million
1.81% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
First Manhattan CO
New York, NY |
Aug 15, 2024 Q2 2024 |
137,532
shares
|
$18.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
136,914
shares
|
$18.3 Million
0.07% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
136,501
shares
|
$18.3 Million
1.12% of portfolio
|
Q1 2023
Reduced 2.54%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
135,000
shares
|
$18.1 Million
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
134,801
shares
|
$18.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
132,002
shares
|
$17.7 Million
2.54% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
131,761
shares
|
$17.6 Million
0.28% of portfolio
|
Q2 2024
Reduced 19.09%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
131,085
shares
|
$17.6 Million
0.05% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
130,557
shares
|
$17.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Aug 12, 2024 Q2 2024 |
129,781
shares
|
$17.4 Million
0.1% of portfolio
|
Q2 2024
Added 37.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
129,574
shares
|
$17.4 Million
0.07% of portfolio
|
Q2 2024
Reduced 19.49%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
129,485
shares
|
$17.3 Million
9.66% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
125,195
shares
|
$16.8 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
123,700
shares
|
$16.6 Million
0.18% of portfolio
|
Q2 2023
Reduced 16.02%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
122,888
shares
|
$16.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 07, 2024 Q2 2024 |
122,183
shares
|
$16.4 Million
0.28% of portfolio
|
Q2 2024
Added 11.09%
|
|
|
Calamos Advisors LLC
|
Jul 25, 2024 Q2 2024 |
121,951
shares
|
$16.3 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
121,158
shares
|
$16.2 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
Aug 07, 2024 Q2 2024 |
120,866
shares
|
$16.2 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.42%
|