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 2,437 institutions that hold shares in the stock, with a total of 523 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 |
|---|---|---|---|---|---|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,077
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
11,076
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2024
Added 63.51%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
11,060
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Added 42.16%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
11,037
shares
|
$1.48 Million
0.49% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
11,032
shares
|
$1.48 Million
0.22% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
11,027
shares
|
$1.48 Million
0.43% of portfolio
|
Q2 2024
Added 147.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,965
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.03%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
10,959
shares
|
$1.47 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,916
shares
|
$1.46 Million
0.58% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,895
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Jul 29, 2024 Q2 2024 |
10,833
shares
|
$1.45 Million
0.59% of portfolio
|
Q2 2024
Added 9.04%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,826
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2022
Reduced 27.68%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
10,800
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,749
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
10,724
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
10,687
shares
|
$1.43 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
10,583
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
10,525
shares
|
$1.41 Million
1.36% of portfolio
|
Q2 2024
Added 4.06%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,471
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
10,444
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 85.8%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
10,424
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
10,393
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
10,386
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
10,322
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
10,270
shares
|
$1.38 Million
0.71% of portfolio
|
Q2 2024
Reduced 15.61%
|