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 |
|---|---|---|---|---|---|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,021
shares
|
$382,941
0.51% of portfolio
|
Q4 2023
Reduced 22.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,019
shares
|
$382,688
0.01% of portfolio
|
Q2 2024
Added 5.49%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
3,010
shares
|
$381,547
0.08% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,997
shares
|
$379,899
0.02% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,991
shares
|
$379,139
0.06% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
2,974
shares
|
$376,984
0.13% of portfolio
|
Q3 2024
Reduced 33.47%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
2,972
shares
|
$376,730
0.27% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
2,960
shares
|
$375,209
0.15% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,954
shares
|
$374,449
0.16% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,948
shares
|
$373,688
0.09% of portfolio
|
Q3 2024
Added 41.53%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,924
shares
|
$370,646
0.21% of portfolio
|
Q3 2024
Added 60.31%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,922
shares
|
$370,392
0.27% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,922
shares
|
$370,392
0.17% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
2,919
shares
|
$370,012
0.18% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
2,916
shares
|
$369,632
0.11% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,907
shares
|
$368,491
0.05% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,903
shares
|
$367,984
0.06% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,901
shares
|
$367,730
0.26% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
2,889
shares
|
$366,209
0.27% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,884
shares
|
$365,575
0.05% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
2,881
shares
|
$365,195
0.04% of portfolio
|
Q3 2024
Reduced 33.53%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
2,880
shares
|
$365,068
0.11% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
2,877
shares
|
$364,688
0.14% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,871
shares
|
$363,927
0.04% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,869
shares
|
$363,674
0.16% of portfolio
|
Q3 2024
Added 5.48%
|