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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
22,331
shares
|
$2.99 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 13, 2024 Q2 2024 |
22,288
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
22,236
shares
|
$2.98 Million
5.44% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
22,183
shares
|
$2.97 Million
0.77% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
22,007
shares
|
$2.95 Million
0.16% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 13, 2024 Q2 2024 |
21,880
shares
|
$2.93 Million
0.1% of portfolio
|
Q1 2024
Reduced 7.76%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
21,870
shares
|
$2.93 Million
1.48% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
21,822
shares
|
$2.92 Million
1.68% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 09, 2024 Q2 2024 |
21,818
shares
|
$2.92 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
21,751
shares
|
$2.91 Million
0.96% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Alta Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
21,688
shares
|
$2.9 Million
0.19% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
21,688
shares
|
$2.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
21,574
shares
|
$2.89 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,545
shares
|
$2.89 Million
0.77% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
21,476
shares
|
$2.88 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
21,330
shares
|
$2.86 Million
0.35% of portfolio
|
Q3 2024
Added 40.68%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
21,324
shares
|
$2.86 Million
1.09% of portfolio
|
Q2 2024
Added 16.37%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
21,316
shares
|
$2.85 Million
0.13% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
21,254
shares
|
$2.85 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
21,084
shares
|
$2.82 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
21,031
shares
|
$2.82 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
21,013
shares
|
$2.81 Million
0.19% of portfolio
|
Q2 2024
Added 8.88%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 13, 2024 Q2 2024 |
21,011
shares
|
$2.81 Million
0.16% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
20,900
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
20,859
shares
|
$2.79 Million
1.05% of portfolio
|
Q3 2024
New holding
|