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 |
|---|---|---|---|---|---|
|
Boyar Asset Management Inc.
New York, NY |
Aug 05, 2024 Q2 2024 |
17,505
shares
|
$2.34 Million
1.71% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
17,488
shares
|
$2.34 Million
1.46% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
17,476
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
17,350
shares
|
$2.32 Million
1.63% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
17,314
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Twin Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
17,303
shares
|
$2.32 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
17,303
shares
|
$2.32 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
17,264
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
17,200
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2024
Added 18.56%
|
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
17,192
shares
|
$2.3 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 12, 2024 Q2 2024 |
17,189
shares
|
$2.3 Million
0.97% of portfolio
|
Q2 2024
Added 7.36%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
17,188
shares
|
$2.3 Million
0.31% of portfolio
|
Q3 2023
Reduced 31.66%
|
|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,185
shares
|
$2.3 Million
0.36% of portfolio
|
Q3 2023
Reduced 3.43%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
17,172
shares
|
$2.3 Million
0.19% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
17,126
shares
|
$2.29 Million
1.19% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
17,099
shares
|
$2.29 Million
0.52% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Bonness Enterprises Inc
|
Oct 18, 2024 Q3 2024 |
17,050
shares
|
$2.28 Million
0.78% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
17,006
shares
|
$2.28 Million
1.0% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
16,953
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
16,940
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
16,928
shares
|
$2.27 Million
0.3% of portfolio
|
Q1 2024
Added 2.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,905
shares
|
$2.26 Million
1.02% of portfolio
|
Q4 2021
Reduced 2.58%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
16,859
shares
|
$2.26 Million
0.28% of portfolio
|
Q4 2020
Reduced 7.16%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2024 Q2 2024 |
16,801
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2024
Added 44.28%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
16,790
shares
|
$2.25 Million
0.76% of portfolio
|
Q4 2022
Added 88.17%
|