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 2,446 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $64.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
96,391
shares
|
$12.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
95,921
shares
|
$12.1 Million
0.72% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
95,478
shares
|
$12.1 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
95,145
shares
|
$12 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
93,705
shares
|
$11.8 Million
7.26% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
93,693
shares
|
$11.8 Million
2.99% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
93,578
shares
|
$11.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
93,436
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
93,008
shares
|
$11.7 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
92,946
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
92,621
shares
|
$11.7 Million
0.05% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
92,608
shares
|
$11.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
92,464
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
91,890
shares
|
$11.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91,693
shares
|
$11.6 Million
0.23% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
91,269
shares
|
$11.5 Million
5.17% of portfolio
|
Q3 2024
Reduced 44.69%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
91,262
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
90,838
shares
|
$11.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
90,487
shares
|
$11.4 Million
1.17% of portfolio
|
Q3 2024
Added 281.24%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
90,218
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
88,651
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
88,435
shares
|
$11.2 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
88,239
shares
|
$11.1 Million
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
88,145
shares
|
$11.1 Million
0.38% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
88,055
shares
|
$11.1 Million
1.2% of portfolio
|
Q3 2024
Added 2.3%
|