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 |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
97
shares
|
$12,990
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
92
shares
|
$12,320
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
90
shares
|
$12,052
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
90
shares
|
$12,052
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
90
shares
|
$12,052
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
87
shares
|
$11,651
0.02% of portfolio
|
Q2 2022
Added 64.15%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
86
shares
|
$11,517
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
86
shares
|
$11,517
0.01% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
85
shares
|
$11,383
0.0% of portfolio
|
Q2 2023
Reduced 91.76%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
83
shares
|
$11,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
80
shares
|
$10,713
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
80
shares
|
$10,713
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
79
shares
|
$10,579
0.01% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
79
shares
|
$10,579
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
75
shares
|
$10,043
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
73
shares
|
$9,776
0.0% of portfolio
|
Q3 2022
Added 143.33%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
72
shares
|
$9,642
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
71
shares
|
$9,508
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
68
shares
|
$9,106
0.0% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$8,704
0.01% of portfolio
|
Q2 2023
Added 1200.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
63
shares
|
$8,436
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
56
shares
|
$7,499
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
55
shares
|
$7,365
0.04% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
54
shares
|
$7,231
0.0% of portfolio
|
Q4 2023
Reduced 60.58%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
51
shares
|
$6,829
0.0% of portfolio
|
Q3 2024
New holding
|