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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
23,858
shares
|
$3.2 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Nov 04, 2024 Q3 2024 |
23,814
shares
|
$3.19 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
23,743
shares
|
$3.18 Million
0.83% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
23,733
shares
|
$3.18 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
23,659
shares
|
$3.17 Million
1.22% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
23,397
shares
|
$3.13 Million
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
23,357
shares
|
$3.13 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 15, 2024 Q2 2024 |
23,212
shares
|
$3.11 Million
0.08% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
23,119
shares
|
$3.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
23,103
shares
|
$3.09 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
23,075
shares
|
$3.09 Million
0.42% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Aug 06, 2024 Q2 2024 |
23,029
shares
|
$3.08 Million
1.12% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
22,946
shares
|
$3.07 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
22,894
shares
|
$3.07 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
22,758
shares
|
$3.05 Million
0.2% of portfolio
|
Q2 2024
Added 11.92%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
22,626
shares
|
$3.03 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Aug 14, 2024 Q2 2024 |
22,607
shares
|
$3.03 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Aug 13, 2024 Q2 2024 |
22,556
shares
|
$3.02 Million
1.22% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
22,526
shares
|
$3.02 Million
0.85% of portfolio
|
Q3 2024
Added 119.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
22,522
shares
|
$3.02 Million
0.09% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
22,494
shares
|
$3.01 Million
0.49% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,475
shares
|
$3.01 Million
0.35% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
22,368
shares
|
$3 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 09, 2024 Q2 2024 |
22,360
shares
|
$2.99 Million
0.03% of portfolio
|
Q2 2024
Added 282.03%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2024 Q2 2024 |
22,339
shares
|
$2.99 Million
1.97% of portfolio
|
Q2 2024
Added 1.11%
|