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 |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
69,047
shares
|
$9.32 Million
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
68,384
shares
|
$9.23 Million
1.69% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
68,073
shares
|
$9.19 Million
0.09% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
67,897
shares
|
$9.16 Million
0.63% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
67,466
shares
|
$9.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
66,436
shares
|
$8.97 Million
1.25% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
66,413
shares
|
$8.96 Million
0.43% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,374
shares
|
$8.96 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.64%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
66,135
shares
|
$8.93 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
65,773
shares
|
$8.88 Million
1.08% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
65,547
shares
|
$8.85 Million
0.02% of portfolio
|
Q3 2024
Added 79.15%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
65,131
shares
|
$8.79 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
|
$8.78 Million
0.25% of portfolio
|
Q3 2024
Added 26.97%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
64,961
shares
|
$8.77 Million
0.26% of portfolio
|
Q3 2024
Added 100.18%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
64,733
shares
|
$8.74 Million
0.12% of portfolio
|
Q3 2024
Added 57.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
64,613
shares
|
$8.72 Million
0.13% of portfolio
|
Q3 2024
Added 46.71%
|
|
|
Sagefield Capital LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,571
shares
|
$8.71 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,568
shares
|
$8.71 Million
0.06% of portfolio
|
Q2 2023
Reduced 31.38%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
64,041
shares
|
$8.64 Million
0.09% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
64,041
shares
|
$8.64 Million
0.09% of portfolio
|
Q3 2024
Added 69.63%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
64,002
shares
|
$8.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
63,839
shares
|
$8.62 Million
0.14% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
63,513
shares
|
$8.57 Million
0.76% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
63,377
shares
|
$8.55 Million
0.25% of portfolio
|
Q3 2024
Reduced 39.6%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 29, 2024 Q3 2024 |
62,953
shares
|
$8.5 Million
0.02% of portfolio
|
Q3 2024
Added 5.74%
|