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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
25,773
shares
|
$3.45 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
25,680
shares
|
$3.44 Million
0.14% of portfolio
|
Q2 2024
Reduced 18.62%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
25,550
shares
|
$3.42 Million
0.22% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
25,537
shares
|
$3.42 Million
0.14% of portfolio
|
Q2 2024
Added 45.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
25,472
shares
|
$3.41 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,270
shares
|
$3.38 Million
0.31% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
25,254
shares
|
$3.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
25,229
shares
|
$3.38 Million
0.21% of portfolio
|
Q2 2024
Added 6.38%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
25,225
shares
|
$3.38 Million
0.73% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
25,202
shares
|
$3.38 Million
1.41% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
25,077
shares
|
$3.36 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
24,995
shares
|
$3.35 Million
0.2% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
24,899
shares
|
$3.33 Million
0.18% of portfolio
|
Q3 2024
Reduced 43.59%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
24,811
shares
|
$3.32 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
24,797
shares
|
$3.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2024 Q2 2024 |
24,725
shares
|
$3.31 Million
0.14% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,666
shares
|
$3.3 Million
0.27% of portfolio
|
Q3 2024
Added 85.36%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
24,466
shares
|
$3.28 Million
0.72% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
24,276
shares
|
$3.25 Million
1.39% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
24,205
shares
|
$3.24 Million
0.09% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
24,178
shares
|
$3.24 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
24,150
shares
|
$3.23 Million
1.11% of portfolio
|
Q3 2024
Added 554.65%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
24,067
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 74.45%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
23,937
shares
|
$3.21 Million
0.71% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
23,900
shares
|
$3.2 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.1%
|