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 |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
18,049
shares
|
$2.28 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
18,003
shares
|
$2.27 Million
0.32% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Jlb & Associates Inc
|
Oct 02, 2024 Q3 2024 |
17,953
shares
|
$2.26 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
17,941
shares
|
$2.26 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
17,901
shares
|
$2.26 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
17,893
shares
|
$2.26 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
17,737
shares
|
$2.24 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,724
shares
|
$2.24 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,706
shares
|
$2.23 Million
0.44% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
17,675
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
17,669
shares
|
$2.23 Million
0.27% of portfolio
|
Q3 2024
Added 666.22%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
17,565
shares
|
$2.22 Million
0.27% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
17,560
shares
|
$2.21 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
17,550
shares
|
$2.21 Million
1.55% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
17,526
shares
|
$2.21 Million
1.99% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
17,521
shares
|
$2.21 Million
0.78% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
17,507
shares
|
$2.21 Million
1.6% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,501
shares
|
$2.21 Million
0.16% of portfolio
|
Q3 2024
Added 28.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
17,492
shares
|
$2.21 Million
0.26% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
17,488
shares
|
$2.21 Million
1.46% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
17,474
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.2%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
17,350
shares
|
$2.19 Million
1.63% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
17,314
shares
|
$2.18 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
17,303
shares
|
$2.18 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
17,264
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2024
Added 7.13%
|