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 2,431 institutions that hold shares in the stock, with a total of 524 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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
4,042
shares
|
$541,304
0.04% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,035
shares
|
$540,367
0.03% of portfolio
|
Q3 2024
Added 70.61%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
4,025
shares
|
$539,028
0.22% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,020
shares
|
$538,358
0.27% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,013
shares
|
$537,420
0.34% of portfolio
|
Q4 2023
Added 19.54%
|
|
|
Profit Investment Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,001
shares
|
$535,813
0.43% of portfolio
|
Q2 2024
Added 14.67%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 14, 2024 Q2 2024 |
3,989
shares
|
$534,206
0.04% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
3,980
shares
|
$533,001
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,977
shares
|
$532,599
0.06% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,972
shares
|
$531,930
0.05% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
3,969
shares
|
$531,528
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
3,963
shares
|
$530,724
0.05% of portfolio
|
Q3 2024
Added 67.22%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
3,959
shares
|
$530,189
0.25% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,951
shares
|
$529,117
0.27% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Diamant Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
3,950
shares
|
$528,984
0.36% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,948
shares
|
$528,716
0.16% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,948
shares
|
$528,716
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,927
shares
|
$525,903
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
3,916
shares
|
$524,430
0.29% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Bank Ozk
|
Jul 29, 2024 Q2 2024 |
3,913
shares
|
$524,028
0.23% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,909
shares
|
$523,493
0.08% of portfolio
|
Q3 2024
Added 53.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
3,898
shares
|
$522,020
0.04% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
3,896
shares
|
$521,752
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 12, 2024 Q2 2024 |
3,888
shares
|
$520,680
0.43% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
3,865
shares
|
$517,600
0.01% of portfolio
|
Q3 2024
New holding
|