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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,139
shares
|
$524,659
0.07% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
4,139
shares
|
$524,659
0.27% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
4,132
shares
|
$523,772
0.47% of portfolio
|
Q3 2022
Reduced 11.25%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
4,120
shares
|
$522,251
0.12% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
4,117
shares
|
$521,870
0.06% of portfolio
|
Q3 2024
Reduced 89.83%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
4,075
shares
|
$516,547
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,072
shares
|
$516,166
0.04% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,070
shares
|
$515,913
0.03% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,062
shares
|
$514,899
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
4,060
shares
|
$514,645
0.35% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,050
shares
|
$513,378
0.01% of portfolio
|
Q3 2024
Reduced 51.0%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,045
shares
|
$512,744
0.29% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
4,042
shares
|
$512,363
0.04% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,040
shares
|
$512,110
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,038
shares
|
$511,856
0.04% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,035
shares
|
$511,476
0.03% of portfolio
|
Q3 2024
Added 70.61%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
4,025
shares
|
$510,209
0.22% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,020
shares
|
$509,575
0.27% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,014
shares
|
$508,814
0.32% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,013
shares
|
$508,687
0.34% of portfolio
|
Q4 2023
Added 19.54%
|
|
|
Profit Investment Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,001
shares
|
$507,166
0.43% of portfolio
|
Q2 2024
Added 14.67%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,983
shares
|
$504,885
0.03% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
3,980
shares
|
$504,504
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,977
shares
|
$504,124
0.06% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
3,974
shares
|
$503,744
0.23% of portfolio
|
Q3 2024
Added 1.56%
|