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 |
|---|---|---|---|---|---|
|
Axa S.A.
Paris, I0 |
Aug 14, 2024 Q2 2024 |
209,247
shares
|
$28 Million
0.09% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
204,128
shares
|
$27.3 Million
3.65% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
204,035
shares
|
$27.3 Million
0.25% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
203,621
shares
|
$27.3 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Nexus Investment Management Ulc
|
Oct 15, 2024 Q3 2024 |
203,055
shares
|
$27.2 Million
2.73% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
203,041
shares
|
$27.2 Million
2.36% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 14, 2024 Q2 2024 |
200,861
shares
|
$26.9 Million
0.53% of portfolio
|
Q2 2024
Added 39.59%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
200,590
shares
|
$26.9 Million
0.19% of portfolio
|
Q2 2024
Added 8.64%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
199,514
shares
|
$26.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Aug 13, 2024 Q2 2024 |
198,211
shares
|
$26.5 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
197,795
shares
|
$26.5 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
196,046
shares
|
$26.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2024 Q2 2024 |
194,546
shares
|
$26.1 Million
0.16% of portfolio
|
Q2 2024
Added 9.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
192,190
shares
|
$25.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 33.21%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 12, 2024 Q2 2024 |
183,291
shares
|
$24.5 Million
0.03% of portfolio
|
Q2 2024
Added 29.72%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
182,496
shares
|
$24.4 Million
0.64% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
180,401
shares
|
$24.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
180,311
shares
|
$24.1 Million
0.4% of portfolio
|
Q3 2024
Added 36.73%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
180,258
shares
|
$24.1 Million
2.23% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
178,305
shares
|
$23.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
176,837
shares
|
$23.7 Million
0.27% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
176,773
shares
|
$23.7 Million
3.67% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
174,498
shares
|
$23.4 Million
0.57% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Oct 24, 2024 Q3 2024 |
171,600
shares
|
$23 Million
0.18% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
171,484
shares
|
$23 Million
0.18% of portfolio
|
Q2 2024
Reduced 8.78%
|