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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
36,732
shares
|
$4.92 Million
0.3% of portfolio
|
Q3 2024
Added 178.04%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 12, 2024 Q2 2024 |
36,643
shares
|
$4.91 Million
0.06% of portfolio
|
Q4 2023
Reduced 27.26%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
36,587
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2024
Added 34.55%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
36,544
shares
|
$4.89 Million
0.72% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
36,462
shares
|
$4.88 Million
0.17% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2024 Q2 2024 |
36,381
shares
|
$4.87 Million
0.38% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
36,250
shares
|
$4.85 Million
0.92% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
36,231
shares
|
$4.85 Million
0.11% of portfolio
|
Q2 2024
Reduced 22.8%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
36,163
shares
|
$4.84 Million
1.5% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
36,103
shares
|
$4.83 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,813
shares
|
$4.8 Million
0.61% of portfolio
|
Q4 2022
Reduced 1.67%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
35,567
shares
|
$4.76 Million
1.22% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Main Street Investment Advisors LLC
|
Aug 06, 2024 Q2 2024 |
35,304
shares
|
$4.73 Million
0.59% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
35,161
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
35,129
shares
|
$4.7 Million
0.59% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
34,954
shares
|
$4.68 Million
0.64% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Lgt Group Foundation
|
Aug 07, 2024 Q2 2024 |
34,923
shares
|
$4.68 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
34,920
shares
|
$4.68 Million
1.56% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Amica Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
34,723
shares
|
$4.65 Million
0.47% of portfolio
|
Q4 2023
Reduced 37.2%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
34,706
shares
|
$4.65 Million
0.14% of portfolio
|
Q2 2024
Added 154.11%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2024 Q2 2024 |
34,694
shares
|
$4.65 Million
0.49% of portfolio
|
Q2 2024
Added 192.48%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
34,615
shares
|
$4.64 Million
3.62% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 05, 2024 Q3 2024 |
34,600
shares
|
$4.63 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
34,434
shares
|
$4.61 Million
0.21% of portfolio
|
Q3 2024
Reduced 38.18%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
34,321
shares
|
$4.6 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.06%
|