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 |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
203
shares
|
$27,185
0.01% of portfolio
|
Q3 2024
Reduced 44.54%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
202
shares
|
$27,051
0.01% of portfolio
|
Q2 2024
Reduced 41.28%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
201
shares
|
$26,917
0.02% of portfolio
|
Q1 2024
Reduced 5.63%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$26,783
0.02% of portfolio
|
Q1 2024
Reduced 8.26%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
200
shares
|
$26,783
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
198
shares
|
$26,516
0.02% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
190
shares
|
$25,444
0.0% of portfolio
|
Q1 2024
Reduced 34.48%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$25,310
0.07% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
189
shares
|
$25,310
0.0% of portfolio
|
Q3 2024
Reduced 91.25%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
189
shares
|
$25,310
0.01% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
180
shares
|
$24,105
0.01% of portfolio
|
Q4 2023
Added 2.86%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
177
shares
|
$23,703
0.0% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
174
shares
|
$23,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
167
shares
|
$22,364
0.01% of portfolio
|
Q1 2024
Reduced 23.04%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
165
shares
|
$22,096
0.02% of portfolio
|
Q2 2023
Added 0.61%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
163
shares
|
$21,828
0.01% of portfolio
|
Q2 2024
Added 13.19%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
162
shares
|
$21,695
0.01% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
160
shares
|
$21,427
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
156
shares
|
$20,891
0.01% of portfolio
|
Q1 2024
Added 183.64%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
155
shares
|
$20,757
0.02% of portfolio
|
Q3 2023
Reduced 30.49%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
154
shares
|
$20,623
0.01% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
154
shares
|
$20,623
0.0% of portfolio
|
Q2 2024
Reduced 93.93%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
150
shares
|
$20,087
0.0% of portfolio
|
Q4 2022
Reduced 23.47%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
150
shares
|
$20,087
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
150
shares
|
$20,087
0.02% of portfolio
|
Q2 2024
Reduced 95.77%
|