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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
1,562
shares
|
$209,183
0.04% of portfolio
|
Q4 2023
Reduced 12.15%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
1,555
shares
|
$208,245
0.06% of portfolio
|
Q1 2024
Reduced 89.78%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 05, 2024 Q2 2024 |
1,554
shares
|
$208,111
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
1,552
shares
|
$207,843
0.03% of portfolio
|
Q2 2024
Added 9.22%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,551
shares
|
$207,709
0.01% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,550
shares
|
$207,575
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
1,542
shares
|
$206,504
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
1,537
shares
|
$205,835
0.09% of portfolio
|
Q1 2024
Reduced 38.2%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,537
shares
|
$205,835
0.09% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
1,536
shares
|
$205,701
0.16% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
1,533
shares
|
$205,299
0.11% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
1,530
shares
|
$204,897
0.05% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
1,528
shares
|
$204,629
0.1% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,526
shares
|
$204,361
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
1,525
shares
|
$204,227
0.06% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$204,094
0.05% of portfolio
|
Q3 2023
Added 26.58%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2024 Q2 2024 |
1,515
shares
|
$202,888
0.03% of portfolio
|
Q2 2024
Added 8.21%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
1,510
shares
|
$202,219
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,510
shares
|
$202,219
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
1,509
shares
|
$202,085
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
1,504
shares
|
$201,415
0.02% of portfolio
|
Q3 2023
Reduced 9.07%
|
|
|
Rbo & CO LLC
St Helena, CA |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$200,879
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
U S Global Investors Inc
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
1,499
shares
|
$200,746
0.02% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,496
shares
|
$200,344
0.03% of portfolio
|
Q2 2023
Added 17.24%
|