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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
46,434
shares
|
$6.22 Million
0.19% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Tufton Capital Management
|
Jul 31, 2024 Q2 2024 |
46,318
shares
|
$6.2 Million
1.24% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
46,225
shares
|
$6.19 Million
0.22% of portfolio
|
Q2 2024
Reduced 27.2%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
45,983
shares
|
$6.16 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
45,837
shares
|
$6.14 Million
1.83% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
45,812
shares
|
$6.14 Million
0.26% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
45,782
shares
|
$6.13 Million
0.56% of portfolio
|
Q3 2024
Reduced 50.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
45,382
shares
|
$6.08 Million
1.59% of portfolio
|
Q3 2022
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
45,074
shares
|
$6.04 Million
0.08% of portfolio
|
Q2 2024
Added 340.99%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
44,837
shares
|
$6 Million
0.59% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
44,558
shares
|
$5.97 Million
0.25% of portfolio
|
Q2 2024
Added 69.22%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
44,317
shares
|
$5.93 Million
0.2% of portfolio
|
Q2 2024
Added 11.73%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
44,066
shares
|
$5.9 Million
0.07% of portfolio
|
Q2 2022
Added 33.83%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Oct 28, 2024 Q3 2024 |
43,965
shares
|
$5.89 Million
3.86% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
43,946
shares
|
$5.89 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
43,696
shares
|
$5.85 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
43,607
shares
|
$5.84 Million
1.59% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,503
shares
|
$5.83 Million
0.23% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
43,491
shares
|
$5.82 Million
1.7% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
43,434
shares
|
$5.82 Million
0.23% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
43,372
shares
|
$5.81 Million
0.07% of portfolio
|
Q3 2023
Reduced 75.71%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
43,360
shares
|
$5.81 Million
1.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
43,197
shares
|
$5.78 Million
0.99% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
42,994
shares
|
$5.76 Million
0.55% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
42,865
shares
|
$5.74 Million
0.28% of portfolio
|
Q3 2024
Reduced 16.38%
|