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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,493
shares
|
$199,942
0.1% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
1,492
shares
|
$199,808
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
1,490
shares
|
$199,540
0.14% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
1,490
shares
|
$199,540
0.05% of portfolio
|
Q3 2024
Reduced 18.89%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
1,487
shares
|
$199,139
0.12% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,483
shares
|
$198,603
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
1,482
shares
|
$198,469
0.01% of portfolio
|
Q3 2024
Reduced 94.4%
|
|
|
Members Capital Advisors Inc
|
Oct 31, 2024 Q3 2024 |
1,481
shares
|
$198,335
0.23% of portfolio
|
Q4 2023
Reduced 81.9%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
1,472
shares
|
$197,130
0.05% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,472
shares
|
$197,130
0.01% of portfolio
|
Q3 2024
Reduced 36.5%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,469
shares
|
$196,728
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
1,468
shares
|
$196,594
0.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,453
shares
|
$194,585
0.31% of portfolio
|
Q1 2024
Added 179.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,439
shares
|
$192,710
0.08% of portfolio
|
Q2 2022
Added 22.78%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,438
shares
|
$192,576
0.02% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,421
shares
|
$190,300
0.07% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,419
shares
|
$190,032
0.09% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Payden & Rygel
Los Angeles, CA |
Oct 07, 2024 Q2 2024 |
1,400
shares
|
$187,487
0.02% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,400
shares
|
$187,487
0.02% of portfolio
|
Q1 2024
Reduced 97.85%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,392
shares
|
$186,416
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
1,365
shares
|
$182,800
0.01% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,358
shares
|
$181,863
0.36% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
1,331
shares
|
$178,247
0.05% of portfolio
|
Q2 2024
Reduced 54.02%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,305
shares
|
$174,765
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
1,299
shares
|
$173,962
0.03% of portfolio
|
Q2 2024
Reduced 68.82%
|