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 |
|---|---|---|---|---|---|
|
Jennison Associates LLC
|
Aug 05, 2024 Q2 2024 |
34,268
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.52%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
34,256
shares
|
$4.59 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
34,176
shares
|
$4.58 Million
0.69% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
34,058
shares
|
$4.56 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 07, 2024 Q2 2024 |
34,037
shares
|
$4.56 Million
0.88% of portfolio
|
Q2 2024
Added 249.78%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
33,763
shares
|
$4.52 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 06, 2024 Q2 2024 |
33,678
shares
|
$4.51 Million
0.06% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
33,593
shares
|
$4.5 Million
0.85% of portfolio
|
Q2 2022
Reduced 0.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
33,533
shares
|
$4.49 Million
0.15% of portfolio
|
Q4 2023
Added 20.94%
|
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
33,417
shares
|
$4.48 Million
0.03% of portfolio
|
Q2 2024
Reduced 27.15%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
33,351
shares
|
$4.47 Million
4.37% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
33,211
shares
|
$4.45 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2024 Q2 2024 |
33,038
shares
|
$4.42 Million
1.62% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
33,029
shares
|
$4.42 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
32,923
shares
|
$4.41 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
32,914
shares
|
$4.41 Million
0.45% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
32,776
shares
|
$4.39 Million
0.51% of portfolio
|
Q3 2024
Added 1408.33%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,591
shares
|
$4.36 Million
0.21% of portfolio
|
Q3 2023
Reduced 6.08%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
32,451
shares
|
$4.35 Million
0.14% of portfolio
|
Q2 2024
Added 4.79%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
32,275
shares
|
$4.32 Million
0.64% of portfolio
|
Q3 2024
Added 52.78%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 09, 2024 Q2 2024 |
32,100
shares
|
$4.3 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
31,945
shares
|
$4.28 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
31,861
shares
|
$4.27 Million
0.46% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
31,769
shares
|
$4.25 Million
0.19% of portfolio
|
Q3 2024
Added 881.74%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 09, 2024 Q2 2024 |
31,767
shares
|
$4.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 74.88%
|