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 |
|---|---|---|---|---|---|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2024 Q2 2024 |
2,707
shares
|
$362,521
0.28% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,695
shares
|
$360,914
0.13% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,681
shares
|
$359,039
0.13% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
2,680
shares
|
$358,905
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,675
shares
|
$358,235
0.06% of portfolio
|
Q3 2024
Reduced 35.81%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
2,675
shares
|
$358,235
0.0% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,674
shares
|
$358,102
0.24% of portfolio
|
Q2 2022
Added 1.71%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
2,668
shares
|
$357,298
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
2,668
shares
|
$357,298
0.14% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
2,662
shares
|
$356,495
0.02% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
2,661
shares
|
$356,361
0.35% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,658
shares
|
$355,959
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,656
shares
|
$355,691
0.1% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
2,652
shares
|
$355,155
0.04% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,652
shares
|
$355,155
0.01% of portfolio
|
Q2 2024
Reduced 15.11%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
2,649
shares
|
$354,754
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
2,646
shares
|
$354,352
0.07% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,641
shares
|
$353,682
0.21% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Aug 13, 2024 Q2 2024 |
2,640
shares
|
$353,548
0.19% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Hodges Capital Management Inc.
|
Aug 02, 2024 Q2 2024 |
2,639
shares
|
$353,414
0.03% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,627
shares
|
$351,807
0.05% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
2,625
shares
|
$351,539
0.08% of portfolio
|
Q3 2024
Reduced 57.9%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
2,622
shares
|
$351,138
0.01% of portfolio
|
Q1 2024
Added 1.35%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
2,622
shares
|
$351,138
0.03% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
2,612
shares
|
$349,799
0.08% of portfolio
|
Q3 2024
Added 30.8%
|