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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
6,899
shares
|
$925,500
0.37% of portfolio
|
Q3 2024
Reduced 56.27%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
6,869
shares
|
$921,476
0.72% of portfolio
|
Q3 2024
Reduced 36.18%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Oct 11, 2024 Q3 2024 |
6,850
shares
|
$918,927
0.59% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
6,850
shares
|
$918,927
0.2% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Aug 14, 2024 Q2 2024 |
6,849
shares
|
$918,793
0.04% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,817
shares
|
$914,500
0.15% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Spears Abacus Advisors LLC
|
Aug 12, 2024 Q2 2024 |
6,780
shares
|
$909,537
0.02% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
6,770
shares
|
$908,195
0.85% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,760
shares
|
$906,854
0.05% of portfolio
|
Q3 2024
Reduced 18.72%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,757
shares
|
$906,451
0.03% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
6,750
shares
|
$905,512
0.36% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,743
shares
|
$904,573
0.06% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
6,729
shares
|
$902,695
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
6,700
shares
|
$898,805
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
6,675
shares
|
$895,451
0.33% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 12, 2024 Q2 2024 |
6,656
shares
|
$892,902
0.02% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,620
shares
|
$888,073
0.34% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,620
shares
|
$888,073
0.12% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Trust Investment Advisors
|
Aug 12, 2024 Q2 2024 |
6,615
shares
|
$887,402
0.59% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
6,611
shares
|
$886,865
0.23% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
6,605
shares
|
$886,060
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
6,584
shares
|
$883,243
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
6,576
shares
|
$882,170
0.16% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
6,515
shares
|
$873,987
0.17% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,496
shares
|
$871,438
0.09% of portfolio
|
Q4 2022
Added 4.29%
|