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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,636
shares
|
$219,093
0.02% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
1,629
shares
|
$218,155
0.12% of portfolio
|
Q3 2024
Reduced 45.84%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,624
shares
|
$217,486
0.1% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,624
shares
|
$217,486
0.1% of portfolio
|
Q3 2024
Reduced 42.1%
|
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
1,618
shares
|
$216,682
0.16% of portfolio
|
Q2 2024
Added 6.38%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,614
shares
|
$216,146
0.03% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
1,612
shares
|
$215,879
0.02% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,603
shares
|
$214,673
0.11% of portfolio
|
Q2 2024
Reduced 49.03%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,600
shares
|
$214,271
0.02% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 14, 2024 Q2 2024 |
1,600
shares
|
$214,271
0.03% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
1,600
shares
|
$214,271
0.05% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,600
shares
|
$214,271
0.12% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
1,598
shares
|
$214,004
0.09% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,595
shares
|
$213,602
0.23% of portfolio
|
Q1 2023
Added 0.89%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
1,586
shares
|
$212,397
0.02% of portfolio
|
Q2 2024
Reduced 20.46%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
1,581
shares
|
$211,727
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
1,581
shares
|
$211,727
0.01% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,577
shares
|
$211,191
0.04% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
1,573
shares
|
$210,656
0.0% of portfolio
|
Q3 2024
Reduced 42.44%
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
1,572
shares
|
$210,522
0.04% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2024 Q2 2024 |
1,571
shares
|
$210,388
0.13% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
1,569
shares
|
$210,120
0.1% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,569
shares
|
$210,120
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,565
shares
|
$209,584
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
1,565
shares
|
$209,584
0.05% of portfolio
|
Q2 2024
Added 11.15%
|