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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,266
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2023
Reduced 77.88%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,242
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Added 112.75%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
8,234
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
8,209
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,197
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
8,181
shares
|
$1.1 Million
0.89% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,167
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,166
shares
|
$1.1 Million
0.36% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,151
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
8,129
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2024
Added 34.23%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
8,125
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2024
Reduced 57.71%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,109
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
8,062
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,062
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2022
Reduced 3.76%
|
|
|
Keystone Financial Group
|
Jul 31, 2024 Q2 2024 |
8,044
shares
|
$1.08 Million
0.4% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
8,029
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
8,001
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 93.12%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
8,000
shares
|
$1.07 Million
0.33% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
8,000
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 92.98%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,975
shares
|
$1.07 Million
0.22% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,952
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,935
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 86.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
7,893
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
7,891
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,885
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|