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 |
|---|---|---|---|---|---|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
28,456
shares
|
$3.59 Million
1.17% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
28,413
shares
|
$3.58 Million
0.16% of portfolio
|
Q3 2024
Reduced 81.57%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
28,379
shares
|
$3.58 Million
2.42% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
28,368
shares
|
$3.58 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
28,281
shares
|
$3.57 Million
0.69% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
28,212
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 62.92%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
27,989
shares
|
$3.53 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
27,981
shares
|
$3.53 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
27,779
shares
|
$3.5 Million
1.58% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
27,757
shares
|
$3.5 Million
0.1% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
27,732
shares
|
$3.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,601
shares
|
$3.48 Million
0.35% of portfolio
|
Q2 2022
Added 1.99%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
27,499
shares
|
$3.47 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
27,490
shares
|
$3.47 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.64%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
27,404
shares
|
$3.46 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
27,341
shares
|
$3.45 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,339
shares
|
$3.45 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
27,319
shares
|
$3.45 Million
0.28% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
27,116
shares
|
$3.42 Million
0.88% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
27,106
shares
|
$3.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.89%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
26,898
shares
|
$3.39 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
26,868
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 72.59%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
26,612
shares
|
$3.36 Million
2.93% of portfolio
|
Q4 2023
New holding
|
|
|
Opus Investment Management Inc
|
Nov 12, 2024 Q3 2024 |
26,600
shares
|
$3.35 Million
2.55% of portfolio
|
Q4 2022
Reduced 17.9%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
26,584
shares
|
$3.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.45%
|