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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
148
shares
|
$19,820
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
143
shares
|
$19,150
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
142
shares
|
$19,016
0.0% of portfolio
|
Q2 2024
Reduced 73.75%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
140
shares
|
$18,748
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
136
shares
|
$18,213
0.01% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
130
shares
|
$17,409
0.01% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
129
shares
|
$17,275
0.01% of portfolio
|
Q3 2023
Reduced 35.18%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
129
shares
|
$17,275
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
129
shares
|
$17,275
0.01% of portfolio
|
Q2 2024
Added 5.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
128
shares
|
$17,141
0.01% of portfolio
|
Q2 2024
Reduced 73.55%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
127
shares
|
$17,007
0.0% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
126
shares
|
$16,873
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
125
shares
|
$16,740
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
117
shares
|
$15,668
0.01% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
116
shares
|
$15,534
0.01% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
113
shares
|
$15,132
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
112
shares
|
$14,999
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
111
shares
|
$14,865
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
109
shares
|
$14,597
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
108
shares
|
$14,463
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
104
shares
|
$13,927
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
101
shares
|
$13,525
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$13,391
0.01% of portfolio
|
Q1 2024
Reduced 98.52%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
100
shares
|
$13,391
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
100
shares
|
$13,391
0.0% of portfolio
|
Q2 2024
Added 100.0%
|