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 |
|---|---|---|---|---|---|
|
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
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
2,180
shares
|
$291,945
0.07% of portfolio
|
Q3 2024
Reduced 47.38%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
2,177
shares
|
$291,543
0.24% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,162
shares
|
$289,535
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
2,162
shares
|
$289,535
0.12% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,158
shares
|
$288,999
0.02% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Aug 08, 2024 Q2 2024 |
2,155
shares
|
$288,597
0.27% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
2,155
shares
|
$288,597
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,150
shares
|
$287,928
0.1% of portfolio
|
Q2 2024
Added 8.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
2,149
shares
|
$287,794
0.08% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,148
shares
|
$287,660
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,132
shares
|
$285,517
3.48% of portfolio
|
Q3 2022
New holding
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
2,128
shares
|
$284,981
0.05% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
2,127
shares
|
$284,847
0.2% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
First American Trust, Fsb
|
Aug 12, 2024 Q2 2024 |
2,124
shares
|
$284,446
0.03% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
2,123
shares
|
$284,312
0.1% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
2,104
shares
|
$281,767
0.09% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
2,087
shares
|
$279,491
0.1% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
2,086
shares
|
$279,357
0.03% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
2,084
shares
|
$279,089
0.04% of portfolio
|
Q2 2024
Added 6.54%
|
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
2,083
shares
|
$278,955
0.07% of portfolio
|
Q2 2024
Added 12.05%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,078
shares
|
$278,285
0.09% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
2,070
shares
|
$277,214
0.11% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
2,066
shares
|
$276,678
0.04% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,061
shares
|
$276,009
0.03% of portfolio
|
Q3 2024
New holding
|