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 |
|---|---|---|---|---|---|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
29,130
shares
|
$3.9 Million
0.79% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 08, 2024 Q2 2024 |
29,014
shares
|
$3.89 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
28,882
shares
|
$3.87 Million
0.02% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
28,865
shares
|
$3.87 Million
0.11% of portfolio
|
Q3 2024
Added 35.26%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
28,738
shares
|
$3.85 Million
0.04% of portfolio
|
Q2 2024
Added 67.07%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
28,590
shares
|
$3.83 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
|
$3.82 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
28,507
shares
|
$3.82 Million
0.5% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
28,456
shares
|
$3.81 Million
1.17% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
28,413
shares
|
$3.81 Million
0.16% of portfolio
|
Q3 2024
Reduced 81.57%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
28,319
shares
|
$3.79 Million
0.07% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
28,281
shares
|
$3.79 Million
0.69% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
28,212
shares
|
$3.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 62.92%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 14, 2024 Q2 2024 |
28,189
shares
|
$3.78 Million
0.02% of portfolio
|
Q2 2024
Added 76.39%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
27,989
shares
|
$3.75 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
27,981
shares
|
$3.75 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
27,796
shares
|
$3.72 Million
0.44% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
27,779
shares
|
$3.72 Million
1.58% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
27,757
shares
|
$3.72 Million
0.1% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,601
shares
|
$3.7 Million
0.35% of portfolio
|
Q2 2022
Added 1.99%
|
|
|
William Allan, LLC
|
Jul 29, 2024 Q2 2024 |
27,548
shares
|
$3.69 Million
2.6% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
27,499
shares
|
$3.68 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
27,490
shares
|
$3.68 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,339
shares
|
$3.66 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
27,337
shares
|
$3.66 Million
0.58% of portfolio
|
Q2 2024
Added 10.13%
|