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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
50,581
shares
|
$6.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.41%
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
50,293
shares
|
$6.79 Million
1.2% of portfolio
|
Q3 2024
Added 54.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
50,236
shares
|
$6.78 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
49,604
shares
|
$6.69 Million
0.11% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
49,396
shares
|
$6.67 Million
0.24% of portfolio
|
Q3 2022
Reduced 6.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
48,196
shares
|
$6.5 Million
0.08% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
48,062
shares
|
$6.49 Million
0.33% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
47,988
shares
|
$6.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
47,983
shares
|
$6.48 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
47,962
shares
|
$6.47 Million
0.19% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
47,499
shares
|
$6.41 Million
0.15% of portfolio
|
Q3 2024
Added 1000.02%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
47,335
shares
|
$6.39 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Hendley & CO Inc
|
Oct 31, 2024 Q3 2024 |
47,004
shares
|
$6.34 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
46,946
shares
|
$6.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,800
shares
|
$6.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 78.74%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
46,791
shares
|
$6.31 Million
3.19% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
46,698
shares
|
$6.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
46,571
shares
|
$6.29 Million
0.6% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
46,504
shares
|
$6.28 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
46,434
shares
|
$6.27 Million
0.56% of portfolio
|
Q3 2024
Added 76.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
46,434
shares
|
$6.27 Million
0.19% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
46,261
shares
|
$6.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.0%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
46,190
shares
|
$6.23 Million
1.72% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,101
shares
|
$6.22 Million
0.05% of portfolio
|
Q3 2024
Added 349.37%
|