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 |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
7,425
shares
|
$996,063
0.37% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
7,419
shares
|
$995,258
0.12% of portfolio
|
Q3 2024
Added 51.56%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
7,411
shares
|
$994,185
0.09% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,403
shares
|
$993,112
0.04% of portfolio
|
Q3 2024
Reduced 40.62%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
7,403
shares
|
$993,112
0.42% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
7,402
shares
|
$992,978
0.03% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,401
shares
|
$992,844
0.15% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Pensionfund Sabic
|
Oct 09, 2024 Q3 2024 |
7,400
shares
|
$992,710
0.32% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
7,397
shares
|
$992,307
0.11% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Arnhold LLC
|
Aug 01, 2024 Q2 2024 |
7,370
shares
|
$988,685
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
7,366
shares
|
$988,148
0.21% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
7,362
shares
|
$987,612
0.04% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
7,323
shares
|
$982,380
0.06% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,302
shares
|
$979,563
0.8% of portfolio
|
Q3 2024
Added 113.51%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
7,300
shares
|
$979,295
0.46% of portfolio
|
Q3 2024
Added 160.71%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
7,295
shares
|
$978,624
0.32% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
7,278
shares
|
$976,343
0.55% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,278
shares
|
$976,343
0.14% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
7,269
shares
|
$975,136
0.4% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
7,254
shares
|
$973,124
0.36% of portfolio
|
Q3 2024
Added 89.4%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
7,237
shares
|
$970,843
0.47% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
7,214
shares
|
$967,758
0.39% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,213
shares
|
$967,623
0.03% of portfolio
|
Q3 2022
Added 118.71%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
7,197
shares
|
$965,477
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
7,181
shares
|
$963,331
0.11% of portfolio
|
Q2 2024
Added 10.87%
|