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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
98,231
shares
|
$13.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
98,182
shares
|
$13.1 Million
0.22% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 14, 2024 Q2 2024 |
98,057
shares
|
$13.1 Million
1.62% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
97,976
shares
|
$13.1 Million
0.08% of portfolio
|
Q3 2024
Added 55.86%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2024 Q2 2024 |
97,527
shares
|
$13.1 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
95,921
shares
|
$12.8 Million
0.72% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
95,478
shares
|
$12.8 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
95,145
shares
|
$12.7 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 12, 2024 Q2 2024 |
93,955
shares
|
$12.6 Million
0.09% of portfolio
|
Q2 2024
Added 29.53%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
93,705
shares
|
$12.5 Million
7.26% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
93,693
shares
|
$12.5 Million
2.99% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
93,008
shares
|
$12.5 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
91,890
shares
|
$12.3 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91,693
shares
|
$12.3 Million
0.23% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
91,442
shares
|
$12.2 Million
0.03% of portfolio
|
Q2 2024
Added 122.35%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 08, 2024 Q2 2024 |
91,416
shares
|
$12.2 Million
1.89% of portfolio
|
Q2 2024
Added 6.64%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
90,838
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
90,487
shares
|
$12.1 Million
1.17% of portfolio
|
Q3 2024
Added 281.24%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
90,218
shares
|
$12.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
89,138
shares
|
$11.9 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
88,979
shares
|
$11.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 81.26%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
88,435
shares
|
$11.8 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
88,145
shares
|
$11.8 Million
0.38% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
88,055
shares
|
$11.8 Million
1.2% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
87,972
shares
|
$11.8 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.01%
|