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 496 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
5,387
shares
|
$682,856
0.04% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
5,375
shares
|
$681,335
0.06% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
5,342
shares
|
$677,151
0.13% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,320
shares
|
$674,363
0.05% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,311
shares
|
$673,222
0.11% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,300
shares
|
$671,828
0.03% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,298
shares
|
$671,574
0.19% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,292
shares
|
$670,813
0.03% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
5,289
shares
|
$670,433
0.04% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
5,283
shares
|
$669,673
0.05% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
5,273
shares
|
$668,405
0.16% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
5,272
shares
|
$668,278
0.0% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
5,271
shares
|
$668,151
0.36% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
5,255
shares
|
$666,123
0.39% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,250
shares
|
$665,490
0.2% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,243
shares
|
$664,602
0.08% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
5,235
shares
|
$663,588
0.04% of portfolio
|
Q3 2024
Added 257.09%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
5,214
shares
|
$660,926
0.05% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
5,210
shares
|
$660,419
0.2% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
5,210
shares
|
$660,419
0.08% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
5,201
shares
|
$659,278
0.1% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
5,177
shares
|
$656,236
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
5,164
shares
|
$654,588
0.02% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
5,144
shares
|
$652,053
0.43% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,142
shares
|
$651,799
0.43% of portfolio
|
Q3 2024
Reduced 9.38%
|