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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
2,857
shares
|
$362,153
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,855
shares
|
$361,899
0.04% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,852
shares
|
$361,519
0.07% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
2,825
shares
|
$358,097
0.07% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,822
shares
|
$357,716
0.15% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,808
shares
|
$355,942
0.14% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,802
shares
|
$355,181
0.17% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
2,801
shares
|
$355,054
0.14% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
2,793
shares
|
$354,040
0.19% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
2,791
shares
|
$353,787
0.15% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,791
shares
|
$353,787
0.03% of portfolio
|
Q3 2024
Reduced 27.88%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,784
shares
|
$352,899
0.03% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
2,763
shares
|
$350,237
0.03% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,760
shares
|
$349,857
0.14% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,756
shares
|
$349,350
0.24% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
2,755
shares
|
$349,223
0.39% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$348,970
0.13% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
2,751
shares
|
$348,716
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,721
shares
|
$344,913
0.08% of portfolio
|
Q2 2023
Reduced 1.56%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
2,702
shares
|
$342,505
0.0% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
2,695
shares
|
$341,618
0.02% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,695
shares
|
$341,618
0.13% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,681
shares
|
$339,843
0.13% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
2,680
shares
|
$339,716
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,675
shares
|
$339,083
0.06% of portfolio
|
Q3 2024
Reduced 35.81%
|