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 |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
3,609
shares
|
$483,317
0.14% of portfolio
|
Q2 2024
Added 25.84%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,601
shares
|
$482,245
0.1% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
3,601
shares
|
$482,245
0.06% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
3,601
shares
|
$482,245
0.34% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
3,600
shares
|
$482,111
0.04% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
3,591
shares
|
$480,906
0.04% of portfolio
|
Q3 2024
Added 99.72%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,584
shares
|
$479,969
0.47% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
3,583
shares
|
$479,835
0.04% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,574
shares
|
$478,630
0.13% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
3,561
shares
|
$476,889
0.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
3,556
shares
|
$476,219
0.2% of portfolio
|
Q3 2024
Added 273.92%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
3,536
shares
|
$473,541
0.04% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,535
shares
|
$473,407
0.11% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
3,529
shares
|
$472,603
0.16% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2024 Q2 2024 |
3,522
shares
|
$471,666
0.3% of portfolio
|
Q2 2024
Added 6.44%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,513
shares
|
$470,460
0.08% of portfolio
|
Q1 2024
Added 2.33%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,513
shares
|
$470,460
0.07% of portfolio
|
Q3 2024
Added 55.79%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,513
shares
|
$470,460
0.01% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,497
shares
|
$468,318
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
3,494
shares
|
$467,916
0.11% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,487
shares
|
$466,979
0.09% of portfolio
|
Q1 2024
Added 15.66%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
3,473
shares
|
$465,104
0.26% of portfolio
|
Q2 2024
Added 4.67%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
3,469
shares
|
$464,568
0.35% of portfolio
|
Q2 2024
Added 161.02%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,467
shares
|
$464,300
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,462
shares
|
$463,631
0.22% of portfolio
|
Q3 2024
Added 1.55%
|