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 |
|---|---|---|---|---|---|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2024 Q2 2024 |
120,118
shares
|
$16.1 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
119,946
shares
|
$16.1 Million
0.4% of portfolio
|
Q2 2024
Added 14.2%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
119,925
shares
|
$16.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Sep 16, 2024 Q2 2024 |
119,480
shares
|
$16 Million
1.87% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 06, 2024 Q2 2024 |
119,428
shares
|
$16 Million
0.15% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Mayar Capital Ltd.
|
Nov 05, 2024 Q3 2024 |
118,688
shares
|
$15.9 Million
17.79% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
118,114
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2024
Added 17.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
116,415
shares
|
$15.6 Million
0.6% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,746
shares
|
$15.5 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
115,033
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
114,808
shares
|
$15.4 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Ddd Partners, LLC
|
Aug 01, 2024 Q2 2024 |
114,242
shares
|
$15.3 Million
1.82% of portfolio
|
Q2 2024
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
114,167
shares
|
$15.3 Million
2.55% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
113,552
shares
|
$15.2 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Credit Agricole S A
|
Aug 13, 2024 Q2 2024 |
112,928
shares
|
$15.1 Million
0.08% of portfolio
|
Q2 2024
Added 110.78%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
112,906
shares
|
$15.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
112,812
shares
|
$15.1 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
111,369
shares
|
$14.9 Million
0.02% of portfolio
|
Q2 2024
Added 12.55%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
111,246
shares
|
$14.9 Million
0.16% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
110,796
shares
|
$14.8 Million
0.02% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2024 Q2 2024 |
109,976
shares
|
$14.7 Million
0.15% of portfolio
|
Q2 2024
Reduced 22.72%
|
|
|
Marco Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
109,832
shares
|
$14.7 Million
1.39% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
109,765
shares
|
$14.7 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
109,300
shares
|
$14.6 Million
0.2% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
109,215
shares
|
$14.6 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.51%
|