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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
19,068
shares
|
$2.4 Million
0.22% of portfolio
|
Q3 2024
Added 69.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
19,028
shares
|
$2.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
18,998
shares
|
$2.4 Million
1.01% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
18,982
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2024
Reduced 59.38%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
18,954
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
18,952
shares
|
$2.39 Million
1.41% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
18,893
shares
|
$2.38 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,883
shares
|
$2.38 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
18,832
shares
|
$2.37 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
18,782
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
18,686
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
18,684
shares
|
$2.36 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
18,669
shares
|
$2.35 Million
0.73% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
18,638
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Added 23.55%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
18,638
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
18,561
shares
|
$2.34 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
18,456
shares
|
$2.33 Million
0.93% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
18,386
shares
|
$2.32 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
18,375
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
18,370
shares
|
$2.32 Million
0.26% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
18,357
shares
|
$2.32 Million
1.53% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
18,297
shares
|
$2.31 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
18,294
shares
|
$2.31 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
18,157
shares
|
$2.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
18,117
shares
|
$2.28 Million
0.97% of portfolio
|
Q3 2024
Reduced 43.24%
|