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 |
|---|---|---|---|---|---|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
1,819
shares
|
$243,600
0.16% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,817
shares
|
$243,332
0.04% of portfolio
|
Q3 2024
Added 3608.16%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,816
shares
|
$243,198
0.05% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
1,815
shares
|
$243,064
0.09% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,810
shares
|
$242,395
0.06% of portfolio
|
Q3 2022
Reduced 9.5%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,808
shares
|
$242,127
0.02% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,805
shares
|
$241,725
0.08% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
1,800
shares
|
$241,055
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,798
shares
|
$240,788
0.19% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
1,796
shares
|
$240,520
0.11% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,795
shares
|
$240,386
0.23% of portfolio
|
Q3 2023
Reduced 75.68%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
1,792
shares
|
$239,984
0.16% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
1,791
shares
|
$239,850
0.1% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,789
shares
|
$239,582
0.03% of portfolio
|
Q2 2024
Added 2.05%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,786
shares
|
$239,181
0.09% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
1,784
shares
|
$238,913
0.06% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
1,779
shares
|
$238,243
0.02% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
1,775
shares
|
$237,707
0.0% of portfolio
|
Q3 2024
Reduced 29.06%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
1,764
shares
|
$236,234
0.12% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,760
shares
|
$235,699
0.12% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
1,753
shares
|
$234,761
0.06% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
1,750
shares
|
$234,359
0.11% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,746
shares
|
$233,824
0.02% of portfolio
|
Q2 2021
Added 5.22%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
1,745
shares
|
$233,690
0.15% of portfolio
|
Q2 2024
Added 514.44%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
1,742
shares
|
$233,288
0.06% of portfolio
|
Q3 2024
Reduced 11.08%
|