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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
69,500
shares
|
$9.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
69,047
shares
|
$9.25 Million
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
68,729
shares
|
$9.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
68,384
shares
|
$9.16 Million
1.69% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
67,897
shares
|
$9.09 Million
0.63% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
67,635
shares
|
$9.06 Million
0.11% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
67,399
shares
|
$9.03 Million
0.19% of portfolio
|
Q2 2024
Added 25.19%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 13, 2024 Q2 2024 |
67,170
shares
|
$9 Million
0.6% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
66,413
shares
|
$8.89 Million
0.43% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,374
shares
|
$8.89 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
66,222
shares
|
$8.87 Million
0.27% of portfolio
|
Q2 2024
Added 71.96%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
66,105
shares
|
$8.85 Million
0.43% of portfolio
|
Q2 2024
Added 34.89%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
65,773
shares
|
$8.81 Million
1.08% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
65,508
shares
|
$8.77 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Candriam S.C.A.
|
Aug 05, 2024 Q2 2024 |
65,362
shares
|
$8.75 Million
0.05% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
65,131
shares
|
$8.72 Million
0.63% of portfolio
|
Q3 2024
Added 105.97%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
65,059
shares
|
$8.71 Million
0.25% of portfolio
|
Q3 2024
Added 26.97%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
64,780
shares
|
$8.68 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
64,613
shares
|
$8.65 Million
0.13% of portfolio
|
Q3 2024
Added 46.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,568
shares
|
$8.65 Million
0.06% of portfolio
|
Q2 2023
Reduced 31.38%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
63,630
shares
|
$8.52 Million
1.1% of portfolio
|
Q2 2024
Added 126.62%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
63,513
shares
|
$8.51 Million
0.76% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Hendershot Investments Inc.
|
Aug 05, 2024 Q2 2024 |
63,492
shares
|
$8.5 Million
1.27% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
63,377
shares
|
$8.49 Million
0.25% of portfolio
|
Q3 2024
Reduced 39.6%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 29, 2024 Q3 2024 |
62,953
shares
|
$8.43 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|