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 |
|---|---|---|---|---|---|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,511
shares
|
$571,814
0.08% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,488
shares
|
$568,898
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
4,487
shares
|
$568,772
0.19% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,485
shares
|
$568,518
0.19% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,485
shares
|
$568,518
0.02% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,485
shares
|
$568,518
0.05% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
4,478
shares
|
$567,631
0.19% of portfolio
|
Q3 2024
Added 30.63%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
4,463
shares
|
$565,729
0.2% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
4,453
shares
|
$564,462
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,450
shares
|
$564,082
0.05% of portfolio
|
Q3 2024
Added 61.82%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,441
shares
|
$562,941
0.43% of portfolio
|
Q3 2024
Reduced 98.66%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
4,438
shares
|
$562,560
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
4,438
shares
|
$562,560
0.18% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,420
shares
|
$560,279
0.02% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
4,418
shares
|
$560,025
0.12% of portfolio
|
Q3 2024
Reduced 24.75%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,407
shares
|
$558,631
0.24% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4,404
shares
|
$558,251
0.45% of portfolio
|
Q4 2022
Added 14.6%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,404
shares
|
$558,251
0.3% of portfolio
|
Q3 2024
Added 26.81%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,390
shares
|
$556,476
0.06% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
4,384
shares
|
$555,715
0.03% of portfolio
|
Q3 2024
Reduced 62.19%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,378
shares
|
$554,955
0.11% of portfolio
|
Q3 2024
Reduced 56.01%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,369
shares
|
$553,814
0.06% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,363
shares
|
$553,053
0.04% of portfolio
|
Q3 2024
Added 27.13%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
4,363
shares
|
$553,053
0.22% of portfolio
|
Q3 2024
Added 108.16%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
4,347
shares
|
$551,025
0.09% of portfolio
|
Q3 2024
Added 1.99%
|