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 $69.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
30,841
shares
|
$4.19 Million
1.76% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
30,806
shares
|
$4.18 Million
0.1% of portfolio
|
Q3 2024
Added 18.13%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
30,700
shares
|
$4.17 Million
0.23% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
30,442
shares
|
$4.13 Million
0.21% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
30,300
shares
|
$4.11 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
30,037
shares
|
$4.08 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
29,997
shares
|
$4.07 Million
0.59% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
29,899
shares
|
$4.06 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
29,851
shares
|
$4.05 Million
0.13% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
29,778
shares
|
$4.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
29,611
shares
|
$4.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
29,537
shares
|
$4.01 Million
2.47% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
29,506
shares
|
$4 Million
1.99% of portfolio
|
Q3 2024
Reduced 23.97%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
29,366
shares
|
$3.99 Million
1.21% of portfolio
|
Q4 2020
Reduced 20.3%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,353
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 59.72%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
29,348
shares
|
$3.98 Million
0.13% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
29,197
shares
|
$3.96 Million
0.11% of portfolio
|
Q3 2024
Added 23.55%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
29,178
shares
|
$3.96 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
29,131
shares
|
$3.95 Million
1.49% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
29,130
shares
|
$3.95 Million
0.79% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
29,014
shares
|
$3.94 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
28,884
shares
|
$3.92 Million
0.57% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
28,865
shares
|
$3.92 Million
0.11% of portfolio
|
Q3 2024
Added 35.26%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
28,590
shares
|
$3.88 Million
1.1% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
28,517
shares
|
$3.87 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.88%
|