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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
18,638
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2024
Added 23.55%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
18,626
shares
|
$2.49 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
18,601
shares
|
$2.49 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 13, 2024 Q2 2024 |
18,580
shares
|
$2.49 Million
0.55% of portfolio
|
Q2 2024
Added 10.14%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
18,561
shares
|
$2.49 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
18,493
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2024
Added 189.31%
|
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
18,485
shares
|
$2.48 Million
0.12% of portfolio
|
Q2 2024
Reduced 13.36%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
18,386
shares
|
$2.46 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
18,357
shares
|
$2.46 Million
1.53% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
18,348
shares
|
$2.46 Million
0.56% of portfolio
|
Q2 2024
Reduced 54.13%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
18,297
shares
|
$2.45 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
18,294
shares
|
$2.45 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
18,157
shares
|
$2.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
18,117
shares
|
$2.43 Million
0.97% of portfolio
|
Q3 2024
Reduced 43.24%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
18,049
shares
|
$2.42 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
18,003
shares
|
$2.41 Million
0.32% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2024 Q2 2024 |
17,957
shares
|
$2.4 Million
0.36% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Jlb & Associates Inc
|
Oct 02, 2024 Q3 2024 |
17,953
shares
|
$2.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
17,941
shares
|
$2.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
17,893
shares
|
$2.4 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
17,737
shares
|
$2.38 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,724
shares
|
$2.37 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
17,560
shares
|
$2.35 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
17,550
shares
|
$2.35 Million
1.55% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
17,526
shares
|
$2.35 Million
1.99% of portfolio
|
Q3 2024
Added 1.35%
|