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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
12,870
shares
|
$1.73 Million
0.87% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,844
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Excalibur Management Corp
|
Aug 09, 2024 Q2 2024 |
12,826
shares
|
$1.72 Million
0.72% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,757
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
12,731
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,728
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
12,680
shares
|
$1.7 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
12,624
shares
|
$1.69 Million
0.22% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
12,616
shares
|
$1.69 Million
0.62% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
12,599
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2024
Added 91.04%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,586
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
12,577
shares
|
$1.69 Million
1.23% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,571
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,565
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2022
Added 21.49%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Nov 01, 2024 Q3 2024 |
12,542
shares
|
$1.68 Million
1.09% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
12,540
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
12,517
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
12,502
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
12,452
shares
|
$1.67 Million
0.81% of portfolio
|
Q2 2024
Added 28.13%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,427
shares
|
$1.67 Million
0.16% of portfolio
|
Q2 2022
Added 10.68%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
12,421
shares
|
$1.67 Million
0.27% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
12,409
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2024
Added 265.4%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
12,380
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
12,328
shares
|
$1.65 Million
0.08% of portfolio
|
Q2 2024
Added 14.43%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
12,328
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2024
Reduced 30.25%
|