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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
31,684
shares
|
$4.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
31,559
shares
|
$4.23 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
31,448
shares
|
$4.21 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
31,249
shares
|
$4.18 Million
0.07% of portfolio
|
Q3 2024
Added 1074.77%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,081
shares
|
$4.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
31,035
shares
|
$4.16 Million
1.27% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
30,841
shares
|
$4.13 Million
1.76% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
30,700
shares
|
$4.11 Million
0.23% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
30,442
shares
|
$4.08 Million
0.21% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
30,077
shares
|
$4.03 Million
0.14% of portfolio
|
Q2 2024
Reduced 14.59%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
30,037
shares
|
$4.02 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
30,015
shares
|
$4.02 Million
0.16% of portfolio
|
Q2 2024
Added 8.08%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
29,997
shares
|
$4.02 Million
0.59% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
29,906
shares
|
$4.01 Million
0.07% of portfolio
|
Q2 2024
Added 34.52%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
29,851
shares
|
$4 Million
0.13% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
29,778
shares
|
$3.99 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
|
$3.97 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 13, 2024 Q2 2024 |
29,574
shares
|
$3.96 Million
0.2% of portfolio
|
Q2 2024
Added 69.36%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
29,537
shares
|
$3.96 Million
2.47% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
29,506
shares
|
$3.95 Million
1.99% of portfolio
|
Q3 2024
Reduced 23.97%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
29,366
shares
|
$3.93 Million
1.21% of portfolio
|
Q4 2020
Reduced 20.3%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
29,348
shares
|
$3.93 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
|
$3.91 Million
0.11% of portfolio
|
Q3 2024
Added 23.55%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
29,178
shares
|
$3.91 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
29,131
shares
|
$3.9 Million
1.49% of portfolio
|
Q3 2024
Added 10.68%
|