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 |
|---|---|---|---|---|---|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 13, 2024 Q2 2024 |
2,000
shares
|
$267,840
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$267,840
0.18% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
1,996
shares
|
$267,304
0.04% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,995
shares
|
$267,170
0.08% of portfolio
|
Q3 2024
Reduced 28.8%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
1,995
shares
|
$267,170
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
First Dallas Securities Inc.
|
Aug 02, 2024 Q2 2024 |
1,979
shares
|
$265,027
0.12% of portfolio
|
Q2 2024
Added 6.8%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,977
shares
|
$264,759
0.04% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 13, 2024 Q2 2024 |
1,972
shares
|
$264,090
0.01% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,967
shares
|
$263,420
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
1,961
shares
|
$262,617
0.12% of portfolio
|
Q2 2024
Added 3.43%
|
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
1,956
shares
|
$261,947
0.05% of portfolio
|
Q2 2024
Reduced 14.4%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,956
shares
|
$261,947
0.07% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
1,955
shares
|
$261,813
0.06% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
1,955
shares
|
$261,813
0.14% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
1,951
shares
|
$261,277
0.08% of portfolio
|
Q3 2024
Reduced 50.51%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,947
shares
|
$260,742
0.15% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,944
shares
|
$260,340
0.14% of portfolio
|
Q2 2022
Reduced 94.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
1,944
shares
|
$260,340
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,943
shares
|
$260,206
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
1,937
shares
|
$259,403
0.11% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
1,933
shares
|
$258,867
0.11% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,932
shares
|
$258,733
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
1,929
shares
|
$258,331
0.11% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
1,929
shares
|
$258,331
0.1% of portfolio
|
Q3 2023
Reduced 10.28%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,923
shares
|
$257,528
0.07% of portfolio
|
Q3 2024
Reduced 5.87%
|