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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
19,567
shares
|
$2.62 Million
0.1% of portfolio
|
Q2 2024
Added 2.9%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
19,502
shares
|
$2.61 Million
1.67% of portfolio
|
Q3 2024
Added 40.63%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
19,483
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
19,470
shares
|
$2.61 Million
2.87% of portfolio
|
Q2 2023
Reduced 2.65%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 14, 2024 Q2 2024 |
19,427
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2024
Added 76.58%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,384
shares
|
$2.6 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
19,291
shares
|
$2.58 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2024 Q2 2024 |
19,226
shares
|
$2.57 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
19,209
shares
|
$2.57 Million
0.12% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
19,201
shares
|
$2.57 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,163
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
19,112
shares
|
$2.56 Million
0.86% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
19,053
shares
|
$2.55 Million
0.05% of portfolio
|
Q2 2024
Added 315.46%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
18,998
shares
|
$2.54 Million
1.01% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
18,982
shares
|
$2.54 Million
0.16% of portfolio
|
Q3 2024
Reduced 59.38%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
18,954
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
18,952
shares
|
$2.54 Million
1.41% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
18,893
shares
|
$2.53 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,883
shares
|
$2.53 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
18,832
shares
|
$2.52 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Aug 14, 2024 Q2 2024 |
18,831
shares
|
$2.52 Million
0.62% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
18,815
shares
|
$2.52 Million
0.42% of portfolio
|
Q2 2024
Added 49.77%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
18,782
shares
|
$2.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
18,686
shares
|
$2.5 Million
0.21% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
18,669
shares
|
$2.5 Million
0.73% of portfolio
|
Q3 2024
Added 5.97%
|