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 |
|---|---|---|---|---|---|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
20,459
shares
|
$2.58 Million
0.15% of portfolio
|
Q3 2024
Added 33.64%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
20,447
shares
|
$2.58 Million
0.64% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
20,259
shares
|
$2.55 Million
0.6% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
20,245
shares
|
$2.55 Million
1.23% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
20,174
shares
|
$2.54 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
20,158
shares
|
$2.54 Million
0.4% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
20,136
shares
|
$2.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
20,000
shares
|
$2.52 Million
0.69% of portfolio
|
Q4 2019
New holding
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
19,973
shares
|
$2.52 Million
1.23% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
19,897
shares
|
$2.51 Million
0.85% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,802
shares
|
$2.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,756
shares
|
$2.49 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
19,695
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
19,649
shares
|
$2.48 Million
0.76% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
19,571
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 97.2%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
19,502
shares
|
$2.46 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
19,502
shares
|
$2.46 Million
1.67% of portfolio
|
Q3 2024
Added 40.63%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
19,483
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
19,470
shares
|
$2.46 Million
2.87% of portfolio
|
Q2 2023
Reduced 2.65%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,384
shares
|
$2.44 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,294
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
19,209
shares
|
$2.42 Million
0.12% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
19,201
shares
|
$2.42 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
19,137
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
19,112
shares
|
$2.41 Million
0.86% of portfolio
|
Q3 2024
Added 3.14%
|