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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,303
shares
|
$308,417
0.05% of portfolio
|
Q3 2024
Added 48.77%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,303
shares
|
$308,417
0.16% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
2,301
shares
|
$308,149
0.13% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,296
shares
|
$307,480
0.1% of portfolio
|
Q3 2024
Added 28.77%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
2,295
shares
|
$307,346
0.09% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,284
shares
|
$305,873
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
2,281
shares
|
$305,471
0.13% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2024 Q2 2024 |
2,277
shares
|
$304,935
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
2,274
shares
|
$304,534
0.16% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
2,270
shares
|
$303,998
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
2,263
shares
|
$303,060
0.03% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,260
shares
|
$302,659
0.07% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
2,256
shares
|
$302,123
0.22% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
2,247
shares
|
$300,918
0.1% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 07, 2024 Q2 2024 |
2,223
shares
|
$297,704
0.23% of portfolio
|
Q2 2024
Reduced 22.22%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Aug 07, 2024 Q2 2024 |
2,222
shares
|
$297,570
0.18% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
2,216
shares
|
$296,766
0.05% of portfolio
|
Q2 2024
Reduced 10.65%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
2,216
shares
|
$296,766
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,214
shares
|
$296,498
0.06% of portfolio
|
Q3 2024
Reduced 40.77%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,203
shares
|
$295,025
0.11% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,198
shares
|
$294,356
0.04% of portfolio
|
Q3 2024
Reduced 25.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
2,197
shares
|
$294,222
0.1% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,190
shares
|
$293,284
0.07% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,183
shares
|
$292,347
0.02% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,182
shares
|
$292,213
0.01% of portfolio
|
Q2 2024
New holding
|