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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
41,996
shares
|
$5.67 Million
0.89% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
41,922
shares
|
$5.66 Million
1.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41,871
shares
|
$5.65 Million
1.52% of portfolio
|
Q3 2024
Added 1932.57%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
41,703
shares
|
$5.63 Million
0.12% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
41,686
shares
|
$5.63 Million
1.17% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
41,643
shares
|
$5.62 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
41,540
shares
|
$5.61 Million
2.78% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
41,393
shares
|
$5.59 Million
1.15% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
41,200
shares
|
$5.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,099
shares
|
$5.55 Million
3.09% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
41,075
shares
|
$5.54 Million
0.14% of portfolio
|
Q3 2024
Added 77.72%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
41,063
shares
|
$5.54 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
40,745
shares
|
$5.5 Million
0.05% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
40,622
shares
|
$5.48 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
40,576
shares
|
$5.48 Million
2.47% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
40,513
shares
|
$5.47 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
40,435
shares
|
$5.46 Million
1.91% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
40,313
shares
|
$5.44 Million
0.87% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
40,292
shares
|
$5.44 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
40,131
shares
|
$5.42 Million
0.68% of portfolio
|
Q4 2022
Added 20.96%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
40,127
shares
|
$5.42 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
40,000
shares
|
$5.4 Million
0.9% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
39,981
shares
|
$5.4 Million
0.12% of portfolio
|
Q3 2024
Added 97.84%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
39,964
shares
|
$5.39 Million
0.38% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
39,785
shares
|
$5.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.95%
|