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 |
|---|---|---|---|---|---|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
42,800
shares
|
$5.73 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
42,599
shares
|
$5.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 42.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
41,996
shares
|
$5.62 Million
0.89% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
41,974
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2024
Added 354.85%
|
|
|
Securian Asset Management, Inc
|
Jul 15, 2024 Q2 2024 |
41,882
shares
|
$5.61 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
41,749
shares
|
$5.59 Million
1.03% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
41,686
shares
|
$5.58 Million
1.17% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
41,643
shares
|
$5.58 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
41,540
shares
|
$5.56 Million
2.78% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
41,393
shares
|
$5.54 Million
1.15% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
41,200
shares
|
$5.52 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,099
shares
|
$5.5 Million
3.09% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
41,075
shares
|
$5.5 Million
0.14% of portfolio
|
Q3 2024
Added 77.72%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
41,063
shares
|
$5.5 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
41,055
shares
|
$5.5 Million
0.1% of portfolio
|
Q2 2024
Added 110.59%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Sep 16, 2024 Q2 2024 |
41,034
shares
|
$5.5 Million
0.04% of portfolio
|
Q2 2024
Added 411.07%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
40,707
shares
|
$5.45 Million
0.07% of portfolio
|
Q2 2024
Added 355.34%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 05, 2024 Q2 2024 |
40,686
shares
|
$5.45 Million
1.05% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
40,622
shares
|
$5.44 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
40,478
shares
|
$5.42 Million
0.1% of portfolio
|
Q2 2024
Added 4397.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
40,367
shares
|
$5.41 Million
0.06% of portfolio
|
Q2 2024
Reduced 13.87%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
40,292
shares
|
$5.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 13, 2024 Q2 2024 |
40,252
shares
|
$5.39 Million
0.79% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 08, 2024 Q2 2024 |
40,133
shares
|
$5.37 Million
0.94% of portfolio
|
Q2 2024
Added 4.63%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
40,131
shares
|
$5.37 Million
0.68% of portfolio
|
Q4 2022
Added 20.96%
|