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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,259
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2024
Reduced 50.58%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,200
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
10,158
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,145
shares
|
$1.36 Million
0.37% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,129
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
10,000
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
9,991
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
9,971
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 12, 2024 Q2 2024 |
9,926
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.95%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
9,923
shares
|
$1.33 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
9,917
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2024
Added 475.57%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
9,852
shares
|
$1.32 Million
0.46% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
9,850
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2024
Reduced 66.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,850
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
9,839
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2024
Added 47.69%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
9,781
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
9,748
shares
|
$1.31 Million
0.98% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
9,746
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 39.95%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
9,739
shares
|
$1.31 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 12, 2024 Q2 2024 |
9,737
shares
|
$1.31 Million
0.91% of portfolio
|
Q3 2023
Reduced 5.8%
|
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
9,730
shares
|
$1.31 Million
0.34% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
9,688
shares
|
$1.3 Million
0.68% of portfolio
|
Q4 2023
Reduced 0.13%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 14, 2024 Q2 2024 |
9,675
shares
|
$1.3 Million
0.98% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
9,661
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
9,628
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2024
New holding
|