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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
781
shares
|
$104,591
0.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
780
shares
|
$104,457
0.05% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
774
shares
|
$103,654
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
770
shares
|
$103,118
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
746
shares
|
$99,904
0.03% of portfolio
|
Q2 2024
Added 15.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
745
shares
|
$99,770
0.04% of portfolio
|
Q2 2024
Added 67.42%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
744
shares
|
$99,636
0.04% of portfolio
|
Q3 2024
Added 22.37%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
720
shares
|
$96,422
0.0% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
709
shares
|
$94,949
0.01% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
694
shares
|
$92,940
0.01% of portfolio
|
Q2 2024
Added 91.71%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
682
shares
|
$91,333
0.03% of portfolio
|
Q1 2024
Added 5.74%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
680
shares
|
$91,065
0.02% of portfolio
|
Q2 2024
Added 11233.33%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
640
shares
|
$85,708
0.02% of portfolio
|
Q2 2024
Reduced 26.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
619
shares
|
$82,896
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
603
shares
|
$80,753
0.01% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
601
shares
|
$80,485
0.02% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
600
shares
|
$80,351
0.03% of portfolio
|
Q3 2024
Reduced 58.62%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
594
shares
|
$79,548
0.01% of portfolio
|
Q3 2024
Reduced 31.41%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
570
shares
|
$76,334
0.02% of portfolio
|
Q2 2024
Added 33.18%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
565
shares
|
$75,664
0.04% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
562
shares
|
$75,263
0.02% of portfolio
|
Q2 2024
Reduced 17.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
552
shares
|
$73,923
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
547
shares
|
$73,254
0.01% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
543
shares
|
$72,718
0.01% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
537
shares
|
$71,915
0.02% of portfolio
|
Q2 2024
Added 453.61%
|