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 |
|---|---|---|---|---|---|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
26,581
shares
|
$3.35 Million
1.08% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
26,560
shares
|
$3.35 Million
0.13% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
26,459
shares
|
$3.34 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
26,457
shares
|
$3.34 Million
0.22% of portfolio
|
Q3 2024
Added 25.91%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
26,384
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 18.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
26,190
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
Added 105.36%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
26,186
shares
|
$3.3 Million
0.37% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
26,155
shares
|
$3.3 Million
1.07% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
26,045
shares
|
$3.28 Million
0.97% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
26,029
shares
|
$3.28 Million
1.68% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
25,980
shares
|
$3.28 Million
2.1% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
25,956
shares
|
$3.27 Million
0.14% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
25,916
shares
|
$3.27 Million
0.55% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
25,913
shares
|
$3.27 Million
0.14% of portfolio
|
Q3 2024
Added 28.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
25,904
shares
|
$3.27 Million
0.07% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
25,886
shares
|
$3.26 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
25,825
shares
|
$3.26 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
25,822
shares
|
$3.26 Million
1.14% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
25,821
shares
|
$3.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 67.34%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
25,795
shares
|
$3.25 Million
0.72% of portfolio
|
Q3 2024
Added 27.71%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
25,751
shares
|
$3.25 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
25,550
shares
|
$3.22 Million
0.22% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
25,313
shares
|
$3.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 43.19%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
25,302
shares
|
$3.19 Million
0.33% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,270
shares
|
$3.19 Million
0.31% of portfolio
|
Q4 2023
Added 0.27%
|