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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
2,609
shares
|
$349,397
0.32% of portfolio
|
Q3 2024
Added 239.27%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,603
shares
|
$348,593
0.1% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
2,601
shares
|
$348,325
0.18% of portfolio
|
Q3 2024
Reduced 54.93%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2024 Q3 2024 |
2,600
shares
|
$348,191
0.09% of portfolio
|
Q4 2018
Reduced 6.98%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,585
shares
|
$346,183
0.82% of portfolio
|
Q3 2022
Added 12.05%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,584
shares
|
$346,049
0.07% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
2,582
shares
|
$345,781
0.06% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
2,579
shares
|
$345,379
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,579
shares
|
$345,379
0.13% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
2,576
shares
|
$344,977
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2,574
shares
|
$344,710
0.05% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
2,571
shares
|
$344,308
0.07% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
2,564
shares
|
$343,370
0.25% of portfolio
|
Q2 2024
Added 90.49%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
2,562
shares
|
$343,103
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
2,562
shares
|
$343,103
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,558
shares
|
$342,567
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,550
shares
|
$341,495
0.07% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
2,544
shares
|
$340,692
0.1% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,544
shares
|
$340,692
0.08% of portfolio
|
Q2 2024
Added 8.63%
|
|
|
Davidson Trust CO
|
Jul 31, 2024 Q2 2024 |
2,531
shares
|
$338,951
0.24% of portfolio
|
Q2 2024
Reduced 11.32%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2,530
shares
|
$338,817
0.04% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
2,515
shares
|
$336,808
0.25% of portfolio
|
Q1 2024
Added 17.85%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,510
shares
|
$336,139
0.03% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
2,505
shares
|
$335,469
0.07% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,503
shares
|
$335,201
0.18% of portfolio
|
Q3 2024
Reduced 7.16%
|