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 |
|---|---|---|---|---|---|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
62,674
shares
|
$7.91 Million
0.17% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
62,578
shares
|
$7.9 Million
0.26% of portfolio
|
Q3 2024
Added 135.02%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
62,333
shares
|
$7.87 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
62,080
shares
|
$7.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
61,702
shares
|
$7.79 Million
1.99% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
61,450
shares
|
$7.76 Million
0.35% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,330
shares
|
$7.74 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
61,096
shares
|
$7.71 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
60,467
shares
|
$7.63 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
60,381
shares
|
$7.62 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
60,338
shares
|
$7.62 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
60,199
shares
|
$7.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
60,000
shares
|
$7.58 Million
1.0% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
59,768
shares
|
$7.55 Million
0.13% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
59,717
shares
|
$7.54 Million
0.4% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
59,648
shares
|
$7.53 Million
1.69% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
59,094
shares
|
$7.46 Million
0.96% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
59,085
shares
|
$7.46 Million
1.59% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
58,828
shares
|
$7.43 Million
0.14% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
58,800
shares
|
$7.42 Million
1.35% of portfolio
|
Q3 2024
Added 68.74%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
58,728
shares
|
$7.41 Million
0.21% of portfolio
|
Q3 2024
Added 26.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
58,197
shares
|
$7.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
57,536
shares
|
$7.26 Million
0.07% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
57,382
shares
|
$7.25 Million
1.05% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
57,184
shares
|
$7.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.73%
|