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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
40,127
shares
|
$5.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
40,126
shares
|
$5.37 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
40,000
shares
|
$5.36 Million
0.9% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
39,964
shares
|
$5.35 Million
0.38% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Cmg Global Holdings, LLC
|
Aug 16, 2024 Q2 2024 |
39,658
shares
|
$5.31 Million
3.8% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
39,655
shares
|
$5.31 Million
1.01% of portfolio
|
Q2 2024
Added 29.19%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
39,573
shares
|
$5.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
39,001
shares
|
$5.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 13, 2024 Q2 2024 |
39,000
shares
|
$5.22 Million
1.94% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
38,786
shares
|
$5.19 Million
1.83% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
38,674
shares
|
$5.18 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
38,633
shares
|
$5.17 Million
0.89% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
38,130
shares
|
$5.11 Million
0.03% of portfolio
|
Q3 2018
Reduced 45.07%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
38,043
shares
|
$5.09 Million
1.37% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
38,036
shares
|
$5.09 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
37,723
shares
|
$5.05 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
37,663
shares
|
$5.04 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 17, 2024 Q3 2024 |
37,630
shares
|
$5.04 Million
3.15% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
37,583
shares
|
$5.03 Million
0.06% of portfolio
|
Q2 2024
Added 234.22%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
37,330
shares
|
$5 Million
0.94% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Fusion Capital, LLC
|
Aug 06, 2024 Q2 2024 |
37,058
shares
|
$4.96 Million
2.31% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 14, 2024 Q2 2024 |
37,052
shares
|
$4.96 Million
0.07% of portfolio
|
Q2 2024
Added 409.94%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
36,892
shares
|
$4.94 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 13, 2024 Q2 2024 |
36,853
shares
|
$4.94 Million
1.28% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 14, 2024 Q2 2024 |
36,830
shares
|
$4.93 Million
0.82% of portfolio
|
Q2 2024
Reduced 26.63%
|