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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
27,319
shares
|
$3.66 Million
0.28% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2024 Q2 2024 |
27,148
shares
|
$3.64 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
27,116
shares
|
$3.63 Million
0.88% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Kingfisher Capital LLC
|
Aug 14, 2024 Q2 2024 |
27,017
shares
|
$3.62 Million
0.86% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
27,015
shares
|
$3.62 Million
0.06% of portfolio
|
Q2 2024
Reduced 25.36%
|
|
|
Neo Ivy Capital Management
New York, NY |
Jul 19, 2024 Q2 2024 |
26,992
shares
|
$3.61 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
26,943
shares
|
$3.61 Million
0.04% of portfolio
|
Q2 2024
Added 30.3%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
26,898
shares
|
$3.6 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
26,612
shares
|
$3.56 Million
2.93% of portfolio
|
Q4 2023
New holding
|
|
|
Opus Investment Management Inc
|
Aug 13, 2024 Q2 2024 |
26,600
shares
|
$3.56 Million
2.35% of portfolio
|
Q4 2022
Reduced 17.9%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
26,581
shares
|
$3.56 Million
1.08% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
26,522
shares
|
$3.55 Million
0.16% of portfolio
|
Q2 2024
Added 305.47%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
26,459
shares
|
$3.54 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
26,190
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2024
Added 105.36%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
26,186
shares
|
$3.51 Million
0.37% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
26,155
shares
|
$3.5 Million
1.07% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
26,116
shares
|
$3.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 14.27%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
26,078
shares
|
$3.49 Million
0.1% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
26,045
shares
|
$3.49 Million
0.97% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
26,029
shares
|
$3.49 Million
1.68% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
25,916
shares
|
$3.47 Million
0.55% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
25,886
shares
|
$3.47 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
25,825
shares
|
$3.46 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
25,822
shares
|
$3.46 Million
1.14% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
25,821
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 67.34%
|