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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
62,817
shares
|
$8.41 Million
0.59% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Tredje Ap Fonden
|
Aug 12, 2024 Q2 2024 |
62,794
shares
|
$8.41 Million
0.08% of portfolio
|
Q1 2024
Reduced 13.54%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
62,674
shares
|
$8.39 Million
0.17% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
62,578
shares
|
$8.38 Million
0.26% of portfolio
|
Q3 2024
Added 135.02%
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
62,402
shares
|
$8.36 Million
1.33% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
62,333
shares
|
$8.35 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
62,253
shares
|
$8.34 Million
0.58% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
61,702
shares
|
$8.26 Million
1.99% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
61,621
shares
|
$8.25 Million
0.01% of portfolio
|
Q2 2024
Added 39.9%
|
|
|
Noesis Capital Mangement Corp
|
Aug 05, 2024 Q2 2024 |
61,366
shares
|
$8.22 Million
1.86% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
61,096
shares
|
$8.18 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2024 Q2 2024 |
60,779
shares
|
$8.14 Million
0.2% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
60,708
shares
|
$8.13 Million
1.23% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
60,483
shares
|
$8.1 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
60,381
shares
|
$8.09 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
59,768
shares
|
$8 Million
0.13% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
59,717
shares
|
$8 Million
0.4% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
59,681
shares
|
$7.99 Million
0.05% of portfolio
|
Q2 2024
Added 62.51%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
59,648
shares
|
$7.99 Million
1.69% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
59,098
shares
|
$7.91 Million
0.36% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
59,094
shares
|
$7.91 Million
0.96% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
58,828
shares
|
$7.88 Million
0.14% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
58,800
shares
|
$7.87 Million
1.35% of portfolio
|
Q3 2024
Added 68.74%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
58,728
shares
|
$7.86 Million
0.21% of portfolio
|
Q3 2024
Added 26.31%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,278
shares
|
$7.8 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.84%
|