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 |
|---|---|---|---|---|---|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,528
shares
|
$2.97 Million
0.39% of portfolio
|
Q3 2024
Added 38.99%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
23,397
shares
|
$2.95 Million
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
23,357
shares
|
$2.95 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
23,231
shares
|
$2.93 Million
1.16% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
23,215
shares
|
$2.93 Million
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
23,119
shares
|
$2.92 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
23,103
shares
|
$2.91 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
23,075
shares
|
$2.91 Million
0.42% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
23,027
shares
|
$2.9 Million
0.19% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
22,980
shares
|
$2.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
22,940
shares
|
$2.89 Million
0.25% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
22,894
shares
|
$2.89 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
22,846
shares
|
$2.88 Million
1.26% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
22,801
shares
|
$2.88 Million
0.75% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
22,735
shares
|
$2.87 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
22,700
shares
|
$2.86 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
22,626
shares
|
$2.85 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
22,526
shares
|
$2.84 Million
0.85% of portfolio
|
Q3 2024
Added 119.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
22,522
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,500
shares
|
$2.84 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
22,494
shares
|
$2.84 Million
0.49% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,475
shares
|
$2.83 Million
0.35% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
22,368
shares
|
$2.82 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
22,331
shares
|
$2.82 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
22,236
shares
|
$2.8 Million
5.44% of portfolio
|
Q3 2023
Reduced 0.71%
|