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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
380
shares
|
$50,889
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
376
shares
|
$50,353
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
370
shares
|
$49,550
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
365
shares
|
$48,880
0.03% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
361
shares
|
$48,345
0.01% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
360
shares
|
$48,211
0.03% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
355
shares
|
$47,541
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
344
shares
|
$46,068
0.07% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
343
shares
|
$45,934
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
339
shares
|
$45,398
0.03% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
336
shares
|
$44,997
0.02% of portfolio
|
Q1 2024
Reduced 30.86%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
335
shares
|
$44,863
0.03% of portfolio
|
Q1 2024
Added 148.15%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
328
shares
|
$43,925
0.02% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
327
shares
|
$43,791
0.02% of portfolio
|
Q1 2023
Added 9.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
321
shares
|
$42,988
0.01% of portfolio
|
Q2 2024
Reduced 65.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
320
shares
|
$42,854
0.01% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
310
shares
|
$41,515
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
305
shares
|
$40,845
0.01% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
302
shares
|
$40,443
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$40,175
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
300
shares
|
$40,175
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
300
shares
|
$40,175
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
296
shares
|
$39,640
0.01% of portfolio
|
Q2 2023
Added 43.69%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
293
shares
|
$39,238
0.01% of portfolio
|
Q2 2021
Reduced 99.41%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
276
shares
|
$36,961
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|