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 |
|---|---|---|---|---|---|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
3,128
shares
|
$418,901
0.16% of portfolio
|
Q2 2024
Reduced 45.8%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
3,122
shares
|
$418,098
0.06% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
3,116
shares
|
$417,294
0.08% of portfolio
|
Q2 2024
Added 65.74%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,114
shares
|
$417,026
0.13% of portfolio
|
Q4 2022
Added 3.87%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,112
shares
|
$416,759
0.18% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
3,111
shares
|
$416,625
0.02% of portfolio
|
Q3 2024
Added 633.73%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
3,111
shares
|
$416,625
0.31% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
3,105
shares
|
$415,821
0.09% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,101
shares
|
$415,285
0.02% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,101
shares
|
$415,285
0.09% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,099
shares
|
$415,018
0.09% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,099
shares
|
$415,018
0.05% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
3,090
shares
|
$413,812
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
3,083
shares
|
$412,875
0.17% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
3,081
shares
|
$412,607
0.15% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
3,080
shares
|
$412,473
0.05% of portfolio
|
Q2 2024
Reduced 47.49%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
3,077
shares
|
$412,071
0.11% of portfolio
|
Q3 2024
Reduced 38.74%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
3,069
shares
|
$411,000
0.12% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
3,066
shares
|
$410,598
0.12% of portfolio
|
Q3 2024
Added 89.96%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,065
shares
|
$410,464
0.12% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
3,054
shares
|
$408,991
0.03% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
3,052
shares
|
$408,723
0.03% of portfolio
|
Q3 2024
Added 81.99%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,048
shares
|
$408,188
0.05% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,047
shares
|
$408,054
0.1% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,041
shares
|
$407,250
0.02% of portfolio
|
Q3 2024
Added 30.52%
|