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 2,445 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
87,531
shares
|
$11.8 Million
0.13% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
86,728
shares
|
$11.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
86,146
shares
|
$11.6 Million
1.49% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
85,695
shares
|
$11.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
85,536
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,250
shares
|
$11.5 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
84,935
shares
|
$11.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
84,233
shares
|
$11.4 Million
1.34% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
83,877
shares
|
$11.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,568
shares
|
$11.3 Million
1.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
83,069
shares
|
$11.2 Million
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
82,858
shares
|
$11.2 Million
0.14% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
82,450
shares
|
$11.1 Million
0.22% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
82,000
shares
|
$11.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
81,942
shares
|
$11 Million
0.14% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
81,941
shares
|
$11 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
81,858
shares
|
$11 Million
3.08% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
81,843
shares
|
$11 Million
0.36% of portfolio
|
Q3 2024
Added 362.91%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
81,144
shares
|
$10.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 26.22%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
80,886
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
80,562
shares
|
$10.9 Million
1.22% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
80,251
shares
|
$10.8 Million
0.7% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
80,150
shares
|
$10.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 25.66%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
79,906
shares
|
$10.8 Million
0.91% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
79,715
shares
|
$10.7 Million
2.18% of portfolio
|
Q3 2024
Reduced 6.98%
|