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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
7,867
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,866
shares
|
$1.06 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
7,836
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,819
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Norway Savings Bank
|
Oct 15, 2024 Q3 2024 |
7,772
shares
|
$1.04 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
7,754
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
7,736
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2024 Q2 2024 |
7,700
shares
|
$1.03 Million
0.92% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,696
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
7,682
shares
|
$1.03 Million
0.79% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
7,677
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.17%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,668
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,655
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 08, 2024 Q2 2024 |
7,633
shares
|
$1.02 Million
0.73% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
7,590
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2022
Added 272.42%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
7,578
shares
|
$1.02 Million
0.4% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
7,572
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 41.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,566
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
7,526
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
7,524
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
7,523
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
7,508
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 08, 2024 Q2 2024 |
7,464
shares
|
$1 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
7,448
shares
|
$999,149
0.38% of portfolio
|
Q3 2024
Added 70.05%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
7,435
shares
|
$997,405
0.26% of portfolio
|
Q2 2024
Added 0.15%
|