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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
3,037
shares
|
$406,715
0.09% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
3,036
shares
|
$406,581
0.08% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
3,023
shares
|
$404,840
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,021
shares
|
$404,572
0.51% of portfolio
|
Q4 2023
Reduced 22.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,019
shares
|
$404,304
0.01% of portfolio
|
Q2 2024
Added 5.49%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
3,008
shares
|
$402,831
0.03% of portfolio
|
Q2 2024
Added 5.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,997
shares
|
$401,358
0.02% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,991
shares
|
$400,554
0.06% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
2,978
shares
|
$398,813
0.04% of portfolio
|
Q2 2024
Reduced 79.13%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
2,976
shares
|
$398,545
0.06% of portfolio
|
Q1 2024
Reduced 53.9%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
2,974
shares
|
$398,278
0.13% of portfolio
|
Q3 2024
Reduced 33.47%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
2,972
shares
|
$398,010
0.27% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
2,970
shares
|
$397,742
0.17% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
2,964
shares
|
$396,938
0.15% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
2,949
shares
|
$394,930
0.04% of portfolio
|
Q2 2024
Added 42.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
2,936
shares
|
$393,189
0.17% of portfolio
|
Q2 2024
Reduced 28.37%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,924
shares
|
$391,582
0.21% of portfolio
|
Q3 2024
Added 60.31%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,922
shares
|
$391,314
0.27% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,922
shares
|
$391,314
0.17% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
2,919
shares
|
$390,912
0.18% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,903
shares
|
$388,769
0.06% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
2,899
shares
|
$388,234
0.02% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 13, 2024 Q2 2024 |
2,892
shares
|
$387,296
0.43% of portfolio
|
Q2 2024
Reduced 15.83%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
2,889
shares
|
$386,894
0.27% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
2,888
shares
|
$386,760
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|