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 2,445 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 $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
56,641
shares
|
$7.64 Million
0.2% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
56,594
shares
|
$7.63 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
56,436
shares
|
$7.61 Million
1.65% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
56,397
shares
|
$7.6 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
56,384
shares
|
$7.6 Million
1.43% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
56,175
shares
|
$7.57 Million
0.97% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
55,829
shares
|
$7.53 Million
0.2% of portfolio
|
Q3 2024
Added 44.36%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
55,640
shares
|
$7.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
55,559
shares
|
$7.49 Million
1.05% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
54,837
shares
|
$7.39 Million
1.41% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
54,837
shares
|
$7.39 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
54,318
shares
|
$7.32 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.96%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
54,289
shares
|
$7.32 Million
0.6% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
53,914
shares
|
$7.27 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
53,822
shares
|
$7.26 Million
0.14% of portfolio
|
Q3 2024
Added 102.93%
|
|
|
Grace & White Inc
|
Oct 21, 2024 Q3 2024 |
53,690
shares
|
$7.24 Million
1.66% of portfolio
|
Q1 2022
Reduced 2.36%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
52,854
shares
|
$7.13 Million
1.21% of portfolio
|
Q3 2024
Added 19.98%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
52,392
shares
|
$7.06 Million
0.17% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
51,816
shares
|
$6.99 Million
0.31% of portfolio
|
Q3 2024
Added 320.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
51,815
shares
|
$6.99 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
51,719
shares
|
$6.97 Million
0.47% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
51,660
shares
|
$6.96 Million
0.5% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
51,442
shares
|
$6.94 Million
1.67% of portfolio
|
Q3 2024
Added 22.51%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
51,031
shares
|
$6.88 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
50,778
shares
|
$6.85 Million
0.93% of portfolio
|
Q3 2024
Added 2.01%
|