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 |
|---|---|---|---|---|---|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,060
shares
|
$275,875
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
2,056
shares
|
$275,339
0.07% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,053
shares
|
$274,937
0.11% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
2,052
shares
|
$274,803
0.08% of portfolio
|
Q2 2024
Added 5.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,046
shares
|
$274,000
0.05% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
2,045
shares
|
$273,866
0.1% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2024 Q2 2024 |
2,040
shares
|
$273,196
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
2,040
shares
|
$273,196
0.04% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
2,038
shares
|
$272,928
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,035
shares
|
$272,527
0.05% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
2,033
shares
|
$272,259
0.05% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,029
shares
|
$271,723
0.05% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
2,021
shares
|
$270,652
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
2,020
shares
|
$270,518
0.15% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
2,018
shares
|
$270,250
0.15% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
2,011
shares
|
$269,313
0.02% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 14, 2024 Q2 2024 |
2,010
shares
|
$269,179
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
2,009
shares
|
$269,045
0.22% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,008
shares
|
$268,911
0.19% of portfolio
|
Q4 2022
Added 7.21%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,006
shares
|
$268,643
0.05% of portfolio
|
Q2 2024
Reduced 36.58%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,005
shares
|
$268,509
0.07% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
2,004
shares
|
$268,375
0.01% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Rice Partnership, LLC
|
Aug 01, 2024 Q2 2024 |
2,003
shares
|
$268,241
0.06% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Gen Trust, LLC
|
Aug 09, 2024 Q2 2024 |
2,000
shares
|
$267,840
0.02% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Harbor Advisors LLC
|
Jul 30, 2024 Q2 2024 |
2,000
shares
|
$267,840
0.05% of portfolio
|
Q1 2024
New holding
|