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 2,447 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 $68.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$10.8 Million
2.18% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
78,493
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
78,000
shares
|
$10.5 Million
1.81% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
77,819
shares
|
$10.5 Million
0.47% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
77,684
shares
|
$10.5 Million
1.13% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
77,000
shares
|
$10.4 Million
0.11% of portfolio
|
Q3 2024
Added 45.28%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
76,524
shares
|
$10.3 Million
1.39% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
75,670
shares
|
$10.2 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
75,501
shares
|
$10.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 33.8%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
75,146
shares
|
$10.1 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
75,058
shares
|
$10.1 Million
1.58% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
73,961
shares
|
$9.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
73,726
shares
|
$9.95 Million
0.02% of portfolio
|
Q3 2024
Added 42.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
73,192
shares
|
$9.88 Million
0.05% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
72,929
shares
|
$9.84 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
72,395
shares
|
$9.77 Million
0.33% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
72,395
shares
|
$9.77 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
71,909
shares
|
$9.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
71,500
shares
|
$9.65 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
71,288
shares
|
$9.62 Million
0.13% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
70,545
shares
|
$9.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
70,070
shares
|
$9.46 Million
0.33% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
69,500
shares
|
$9.38 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
69,321
shares
|
$9.36 Million
0.21% of portfolio
|
Q3 2024
Added 14.05%
|