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 |
|---|---|---|---|---|---|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
4,344
shares
|
$550,645
0.32% of portfolio
|
Q3 2024
Reduced 30.65%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,340
shares
|
$550,138
0.3% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,330
shares
|
$548,870
0.12% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
4,322
shares
|
$547,856
0.07% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,320
shares
|
$547,603
0.13% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
4,319
shares
|
$547,476
0.27% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
4,306
shares
|
$545,828
0.07% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
4,300
shares
|
$545,068
0.02% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,298
shares
|
$544,814
0.37% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,295
shares
|
$544,434
0.1% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,283
shares
|
$542,913
0.16% of portfolio
|
Q4 2022
Reduced 7.03%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,283
shares
|
$542,913
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,277
shares
|
$542,152
0.28% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
4,267
shares
|
$540,884
0.15% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,257
shares
|
$539,617
0.3% of portfolio
|
Q1 2024
Reduced 74.94%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
4,253
shares
|
$539,110
0.0% of portfolio
|
Q4 2023
Reduced 0.68%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
4,238
shares
|
$537,208
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
4,235
shares
|
$536,828
0.0% of portfolio
|
Q3 2024
Reduced 81.06%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
4,224
shares
|
$535,434
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
4,211
shares
|
$533,786
0.04% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
4,199
shares
|
$532,265
0.29% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,163
shares
|
$527,701
0.06% of portfolio
|
Q3 2022
Added 4.81%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,163
shares
|
$527,701
0.22% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,163
shares
|
$527,701
0.17% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
4,150
shares
|
$526,054
0.05% of portfolio
|
Q3 2024
Reduced 20.38%
|