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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,038
shares
|
$139,008
0.04% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
1,028
shares
|
$137,669
0.02% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,024
shares
|
$137,134
0.09% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,020
shares
|
$136,598
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$133,920
0.01% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
960
shares
|
$128,563
0.1% of portfolio
|
Q4 2023
Added 57.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
929
shares
|
$124,411
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
917
shares
|
$122,804
0.04% of portfolio
|
Q3 2023
Reduced 7.56%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
911
shares
|
$122,001
0.07% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
907
shares
|
$121,465
0.01% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
900
shares
|
$120,527
0.03% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
899
shares
|
$120,394
0.03% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
881
shares
|
$117,983
0.12% of portfolio
|
Q2 2022
Reduced 35.74%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
880
shares
|
$117,849
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
868
shares
|
$116,242
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
856
shares
|
$114,635
0.03% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
842
shares
|
$112,760
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
842
shares
|
$112,760
0.07% of portfolio
|
Q1 2024
Added 35.15%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
825
shares
|
$110,483
0.06% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$108,475
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$108,475
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
800
shares
|
$107,135
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
800
shares
|
$107,135
0.06% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
800
shares
|
$107,135
0.11% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
798
shares
|
$106,868
0.08% of portfolio
|
Q2 2024
New holding
|