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 $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
39,658
shares
|
$5.01 Million
3.2% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
39,576
shares
|
$5 Million
1.27% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
39,573
shares
|
$5 Million
0.35% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
39,396
shares
|
$4.98 Million
0.03% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
39,086
shares
|
$4.94 Million
1.67% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
39,001
shares
|
$4.93 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
38,437
shares
|
$4.86 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
38,043
shares
|
$4.81 Million
1.37% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
37,843
shares
|
$4.78 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
37,638
shares
|
$4.76 Million
0.18% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 17, 2024 Q3 2024 |
37,630
shares
|
$4.75 Million
3.15% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
37,511
shares
|
$4.74 Million
0.65% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
37,411
shares
|
$4.73 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
37,214
shares
|
$4.7 Million
0.35% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
37,165
shares
|
$4.7 Million
1.73% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
37,100
shares
|
$4.69 Million
0.15% of portfolio
|
Q3 2024
Reduced 63.12%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
36,892
shares
|
$4.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
36,732
shares
|
$4.64 Million
0.3% of portfolio
|
Q3 2024
Added 178.04%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
36,544
shares
|
$4.62 Million
0.72% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
36,290
shares
|
$4.59 Million
0.85% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
36,250
shares
|
$4.58 Million
0.92% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
36,231
shares
|
$4.58 Million
0.1% of portfolio
|
Q2 2024
Reduced 22.8%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
36,229
shares
|
$4.58 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
36,219
shares
|
$4.58 Million
0.21% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
36,164
shares
|
$4.57 Million
0.2% of portfolio
|
Q3 2024
Added 20.49%
|