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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Aug 12, 2024 Q2 2024 |
1,922
shares
|
$257,394
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Aug 09, 2024 Q2 2024 |
1,913
shares
|
$256,188
0.1% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,912
shares
|
$256,055
0.0% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
1,905
shares
|
$255,117
0.21% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
1,900
shares
|
$254,447
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
1,900
shares
|
$254,447
0.03% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
1,900
shares
|
$254,447
0.25% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,898
shares
|
$254,180
0.19% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,891
shares
|
$253,242
0.01% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,888
shares
|
$252,840
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,885
shares
|
$252,439
0.19% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,864
shares
|
$249,626
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,863
shares
|
$249,492
0.01% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,857
shares
|
$248,689
0.03% of portfolio
|
Q3 2024
Reduced 97.34%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,854
shares
|
$248,287
0.16% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
1,854
shares
|
$248,287
0.04% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,854
shares
|
$248,287
0.05% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,849
shares
|
$247,618
0.22% of portfolio
|
Q2 2024
Added 3.47%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
1,841
shares
|
$246,546
0.05% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
1,839
shares
|
$246,278
0.01% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Texas Capital Bancshares Inc
|
Aug 15, 2024 Q2 2024 |
1,838
shares
|
$246,144
0.1% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,833
shares
|
$245,475
0.08% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,831
shares
|
$245,207
0.07% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,830
shares
|
$245,073
0.07% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
1,828
shares
|
$244,805
0.03% of portfolio
|
Q3 2024
Reduced 90.08%
|