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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,261
shares
|
$436,713
0.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,255
shares
|
$435,909
0.04% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
3,246
shares
|
$434,704
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
3,236
shares
|
$433,365
0.1% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,228
shares
|
$432,293
0.05% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
3,220
shares
|
$431,222
0.16% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
3,215
shares
|
$430,552
0.07% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,207
shares
|
$429,481
0.04% of portfolio
|
Q2 2023
Added 3.22%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
3,207
shares
|
$429,481
0.18% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
3,204
shares
|
$429,079
0.04% of portfolio
|
Q3 2024
Added 59.64%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,200
shares
|
$428,543
0.19% of portfolio
|
Q1 2024
Added 255.56%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
3,196
shares
|
$428,008
0.2% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,190
shares
|
$427,204
0.03% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
3,179
shares
|
$425,731
0.2% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,178
shares
|
$425,597
0.08% of portfolio
|
Q3 2024
Reduced 26.84%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
3,169
shares
|
$424,392
0.08% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
3,168
shares
|
$424,258
0.05% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
3,164
shares
|
$423,722
0.06% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
3,160
shares
|
$423,187
0.03% of portfolio
|
Q3 2022
Reduced 3.07%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,152
shares
|
$422,115
0.04% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
3,151
shares
|
$421,981
0.17% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
3,146
shares
|
$421,312
0.06% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,144
shares
|
$421,044
0.03% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
3,140
shares
|
$420,508
0.2% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,134
shares
|
$419,705
0.15% of portfolio
|
Q2 2024
Reduced 46.54%
|