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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$36,961
0.03% of portfolio
|
Q2 2022
Added 28.37%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
270
shares
|
$36,158
0.02% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
266
shares
|
$35,622
0.03% of portfolio
|
Q2 2023
Added 23.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
259
shares
|
$34,685
0.03% of portfolio
|
Q2 2022
Added 67.1%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
253
shares
|
$33,881
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
253
shares
|
$33,881
0.02% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
249
shares
|
$33,346
0.01% of portfolio
|
Q3 2024
Added 408.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$33,078
0.01% of portfolio
|
Q3 2023
Reduced 34.13%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
247
shares
|
$33,078
0.0% of portfolio
|
Q2 2024
Added 168.48%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
246
shares
|
$32,944
0.01% of portfolio
|
Q3 2024
Added 720.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
243
shares
|
$32,542
0.0% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
242
shares
|
$32,408
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
240
shares
|
$32,140
0.01% of portfolio
|
Q1 2022
Reduced 61.25%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
238
shares
|
$31,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
238
shares
|
$31,872
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
237
shares
|
$31,739
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
237
shares
|
$31,739
0.01% of portfolio
|
Q2 2024
Added 10.23%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
237
shares
|
$31,739
0.01% of portfolio
|
Q1 2024
Reduced 14.75%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
231
shares
|
$30,935
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
230
shares
|
$30,801
0.0% of portfolio
|
Q2 2024
Added 20.42%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
223
shares
|
$29,864
0.01% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
221
shares
|
$29,596
0.01% of portfolio
|
Q1 2024
Added 5.24%
|
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
219
shares
|
$29,328
0.02% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
216
shares
|
$28,926
0.01% of portfolio
|
Q2 2024
Reduced 31.65%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
210
shares
|
$28,123
0.01% of portfolio
|
Q3 2024
Reduced 20.45%
|