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 $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,249
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
17,236
shares
|
$2.17 Million
0.41% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
17,188
shares
|
$2.17 Million
0.31% of portfolio
|
Q3 2023
Reduced 31.66%
|
|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,185
shares
|
$2.17 Million
0.36% of portfolio
|
Q3 2023
Reduced 3.43%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
17,126
shares
|
$2.16 Million
1.19% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
17,108
shares
|
$2.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
17,099
shares
|
$2.16 Million
0.52% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
17,056
shares
|
$2.15 Million
0.2% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Bonness Enterprises Inc
|
Oct 18, 2024 Q3 2024 |
17,050
shares
|
$2.15 Million
0.78% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
16,953
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
16,940
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,905
shares
|
$2.13 Million
1.02% of portfolio
|
Q4 2021
Reduced 2.58%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
16,877
shares
|
$2.13 Million
0.12% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
16,859
shares
|
$2.13 Million
0.24% of portfolio
|
Q4 2020
Reduced 7.16%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
16,850
shares
|
$2.12 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,812
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
16,790
shares
|
$2.12 Million
0.76% of portfolio
|
Q4 2022
Added 88.17%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
16,685
shares
|
$2.1 Million
0.58% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
16,628
shares
|
$2.1 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
16,602
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
16,600
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
16,571
shares
|
$2.09 Million
1.07% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
16,484
shares
|
$2.08 Million
0.56% of portfolio
|
Q3 2024
Added 26.63%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
16,452
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
16,427
shares
|
$2.07 Million
0.98% of portfolio
|
Q3 2024
New holding
|