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 |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
20,826
shares
|
$2.79 Million
0.32% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Oakview Capital Management, L.P.
Dallas, TX |
Aug 15, 2024 Q2 2024 |
20,725
shares
|
$2.78 Million
8.92% of portfolio
|
Q2 2024
Reduced 57.19%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
20,636
shares
|
$2.76 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
20,459
shares
|
$2.74 Million
0.15% of portfolio
|
Q3 2024
Added 33.64%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
20,447
shares
|
$2.74 Million
0.64% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
20,343
shares
|
$2.72 Million
1.13% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2024 Q2 2024 |
20,278
shares
|
$2.72 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
20,259
shares
|
$2.71 Million
0.6% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
20,245
shares
|
$2.71 Million
1.23% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
20,243
shares
|
$2.71 Million
0.13% of portfolio
|
Q2 2024
Added 93.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
20,209
shares
|
$2.71 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
20,198
shares
|
$2.7 Million
0.62% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
20,174
shares
|
$2.7 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
20,065
shares
|
$2.69 Million
0.24% of portfolio
|
Q2 2024
Added 15.88%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
20,000
shares
|
$2.68 Million
0.69% of portfolio
|
Q4 2019
New holding
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
19,973
shares
|
$2.67 Million
1.23% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Ethic Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,935
shares
|
$2.67 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
19,897
shares
|
$2.66 Million
0.85% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
19,816
shares
|
$2.65 Million
0.11% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,802
shares
|
$2.65 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,756
shares
|
$2.65 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
19,709
shares
|
$2.64 Million
0.29% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
19,695
shares
|
$2.64 Million
0.23% of portfolio
|
Q2 2024
Added 4.14%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
19,649
shares
|
$2.63 Million
0.76% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Keating Investment Counselors Inc
|
Aug 06, 2024 Q2 2024 |
19,627
shares
|
$2.63 Million
1.17% of portfolio
|
Q2 2024
Reduced 12.54%
|