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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
16,718
shares
|
$2.24 Million
0.46% of portfolio
|
Q2 2024
Reduced 47.5%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
16,685
shares
|
$2.23 Million
0.58% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
16,642
shares
|
$2.23 Million
0.34% of portfolio
|
Q2 2024
Added 149.65%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
16,630
shares
|
$2.23 Million
0.25% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
16,628
shares
|
$2.23 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
16,602
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
16,600
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
16,492
shares
|
$2.21 Million
0.2% of portfolio
|
Q2 2024
Added 15.32%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
16,484
shares
|
$2.21 Million
0.56% of portfolio
|
Q3 2024
Added 26.63%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
16,452
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
16,444
shares
|
$2.2 Million
0.46% of portfolio
|
Q2 2024
Added 16.04%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
16,427
shares
|
$2.2 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
16,398
shares
|
$2.2 Million
0.72% of portfolio
|
Q3 2024
Reduced 29.92%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
16,350
shares
|
$2.19 Million
1.29% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
16,333
shares
|
$2.19 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 09, 2024 Q2 2024 |
16,304
shares
|
$2.18 Million
0.76% of portfolio
|
Q2 2024
Added 6.17%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
16,209
shares
|
$2.17 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
16,176
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2024
Added 38.54%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
16,064
shares
|
$2.15 Million
0.54% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2024 Q2 2024 |
15,974
shares
|
$2.14 Million
1.12% of portfolio
|
Q2 2024
Added 34.44%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
15,951
shares
|
$2.14 Million
0.47% of portfolio
|
Q4 2022
Added 5.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
15,948
shares
|
$2.14 Million
0.39% of portfolio
|
Q2 2024
Reduced 32.96%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,857
shares
|
$2.12 Million
0.05% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Palisade Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
15,847
shares
|
$2.12 Million
0.22% of portfolio
|
Q2 2024
Reduced 17.59%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
15,786
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.13%
|