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 |
|---|---|---|---|---|---|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
87,199
shares
|
$11.7 Million
0.21% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
87,160
shares
|
$11.7 Million
0.09% of portfolio
|
Q2 2024
Added 148.99%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
87,160
shares
|
$11.7 Million
0.08% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
86,774
shares
|
$11.6 Million
0.04% of portfolio
|
Q2 2024
Added 46.7%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
86,110
shares
|
$11.5 Million
0.05% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
85,695
shares
|
$11.5 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
|
$11.4 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
85,219
shares
|
$11.4 Million
0.23% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Bank Of Nova Scotia
|
Aug 14, 2024 Q2 2024 |
84,511
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 53.91%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,568
shares
|
$11.2 Million
1.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
82,897
shares
|
$11.1 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
82,450
shares
|
$11 Million
0.22% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
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.
|
Jul 24, 2024 Q2 2024 |
81,858
shares
|
$11 Million
3.38% 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%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
81,364
shares
|
$10.9 Million
0.06% of portfolio
|
Q2 2024
Added 7.66%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
80,886
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
80,877
shares
|
$10.8 Million
0.15% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
United Bank
Vienna, VA |
Aug 14, 2024 Q2 2024 |
80,856
shares
|
$10.8 Million
1.37% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
80,590
shares
|
$10.8 Million
0.15% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
80,562
shares
|
$10.8 Million
1.22% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Zevin Asset Management LLC
|
Jul 29, 2024 Q2 2024 |
80,336
shares
|
$10.8 Million
1.78% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
80,262
shares
|
$10.7 Million
0.1% of portfolio
|
Q2 2024
Added 137.52%
|
|
|
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%
|