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 |
|---|---|---|---|---|---|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 31, 2024 Q2 2024 |
78,576
shares
|
$10.5 Million
0.44% of portfolio
|
Q2 2024
Added 8.31%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
78,000
shares
|
$10.4 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
|
$10.4 Million
0.47% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
77,684
shares
|
$10.4 Million
1.13% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
77,414
shares
|
$10.4 Million
0.15% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
76,524
shares
|
$10.2 Million
1.39% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 08, 2024 Q2 2024 |
76,461
shares
|
$10.2 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
76,316
shares
|
$10.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Aug 13, 2024 Q2 2024 |
75,842
shares
|
$10.2 Million
0.07% of portfolio
|
Q2 2024
Added 97.36%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
75,670
shares
|
$10.1 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
75,501
shares
|
$10.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 33.8%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
75,303
shares
|
$10.1 Million
0.91% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
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%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
73,961
shares
|
$9.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
73,260
shares
|
$9.81 Million
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
73,096
shares
|
$9.79 Million
0.54% of portfolio
|
Q2 2024
Added 76.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
72,929
shares
|
$9.77 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
72,867
shares
|
$9.76 Million
0.03% of portfolio
|
Q2 2024
Added 254.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
72,840
shares
|
$9.75 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
72,395
shares
|
$9.7 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
|
$9.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
71,799
shares
|
$9.62 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
70,256
shares
|
$9.41 Million
0.05% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
70,070
shares
|
$9.38 Million
0.33% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
69,903
shares
|
$9.36 Million
0.16% of portfolio
|
Q2 2024
Reduced 4.01%
|