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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
25,254
shares
|
$3.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
25,225
shares
|
$3.18 Million
0.73% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
25,224
shares
|
$3.18 Million
0.09% of portfolio
|
Q3 2024
Added 100.21%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
25,202
shares
|
$3.18 Million
1.41% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
25,077
shares
|
$3.16 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
24,995
shares
|
$3.15 Million
0.2% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
24,923
shares
|
$3.14 Million
0.96% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
24,899
shares
|
$3.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 43.59%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
24,896
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 44.77%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
24,811
shares
|
$3.13 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
24,797
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,666
shares
|
$3.11 Million
0.27% of portfolio
|
Q3 2024
Added 85.36%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
24,500
shares
|
$3.09 Million
0.92% of portfolio
|
Q3 2024
Added 27.0%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
24,466
shares
|
$3.09 Million
0.72% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,244
shares
|
$3.06 Million
0.77% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
24,178
shares
|
$3.05 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
24,176
shares
|
$3.05 Million
0.08% of portfolio
|
Q3 2024
Added 49.46%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
24,150
shares
|
$3.05 Million
1.11% of portfolio
|
Q3 2024
Added 554.65%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
23,937
shares
|
$3.02 Million
0.71% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
23,900
shares
|
$3.01 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Nov 04, 2024 Q3 2024 |
23,814
shares
|
$3 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
23,743
shares
|
$2.99 Million
0.83% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
23,733
shares
|
$2.99 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
23,659
shares
|
$2.98 Million
1.22% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
23,559
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2024
Added 257.82%
|