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 |
|---|---|---|---|---|---|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
1,736
shares
|
$232,485
0.08% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
1,735
shares
|
$232,351
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,734
shares
|
$232,217
0.11% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
1,731
shares
|
$231,815
0.04% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 14, 2024 Q2 2024 |
1,709
shares
|
$228,869
0.13% of portfolio
|
Q2 2024
Reduced 46.97%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,698
shares
|
$227,396
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,692
shares
|
$226,592
0.08% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,690
shares
|
$226,324
0.04% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
1,688
shares
|
$226,056
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$225,655
0.06% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,685
shares
|
$225,655
0.1% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,678
shares
|
$224,717
0.03% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
1,675
shares
|
$224,315
0.14% of portfolio
|
Q1 2024
Reduced 8.92%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
1,674
shares
|
$224,182
0.07% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
1,668
shares
|
$223,378
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
1,663
shares
|
$222,708
0.01% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,656
shares
|
$221,771
0.09% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,655
shares
|
$221,637
0.0% of portfolio
|
Q2 2024
Reduced 80.16%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
1,653
shares
|
$221,369
0.02% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
1,651
shares
|
$221,101
0.04% of portfolio
|
Q3 2024
Reduced 21.04%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
1,650
shares
|
$220,967
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,647
shares
|
$220,566
0.16% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,640
shares
|
$219,628
0.05% of portfolio
|
Q3 2024
Reduced 41.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,638
shares
|
$219,360
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
1,638
shares
|
$219,360
0.03% of portfolio
|
Q4 2023
New holding
|