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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,502
shares
|
$335,067
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
2,501
shares
|
$334,933
0.37% of portfolio
|
Q3 2023
Added 10.47%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$334,799
0.51% of portfolio
|
Q2 2022
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,498
shares
|
$334,532
0.18% of portfolio
|
Q2 2022
Added 5.27%
|
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
2,487
shares
|
$333,059
0.01% of portfolio
|
Q2 2024
Added 16.49%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
2,472
shares
|
$331,050
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
2,467
shares
|
$330,380
0.06% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,465
shares
|
$330,112
0.19% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
2,465
shares
|
$330,112
0.03% of portfolio
|
Q1 2024
Added 82.59%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
2,465
shares
|
$330,112
0.08% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
2,463
shares
|
$329,844
0.03% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
2,461
shares
|
$329,577
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
2,440
shares
|
$326,764
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
2,437
shares
|
$326,363
0.03% of portfolio
|
Q1 2024
Added 978.32%
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,431
shares
|
$325,559
0.03% of portfolio
|
Q2 2024
Reduced 15.91%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
2,430
shares
|
$325,425
0.02% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
2,421
shares
|
$324,220
0.1% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,413
shares
|
$323,148
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,407
shares
|
$322,345
0.02% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
2,406
shares
|
$322,211
0.22% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,405
shares
|
$322,077
0.12% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,401
shares
|
$321,541
0.07% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,400
shares
|
$321,407
0.09% of portfolio
|
Q3 2024
New holding
|