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 |
|---|---|---|---|---|---|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
2,582
shares
|
$327,294
0.06% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
2,579
shares
|
$326,914
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,579
shares
|
$326,914
0.13% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
2,576
shares
|
$326,533
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
2,571
shares
|
$325,899
0.07% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
2,562
shares
|
$324,759
0.05% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
2,562
shares
|
$324,759
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,558
shares
|
$324,252
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
2,556
shares
|
$323,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,550
shares
|
$323,238
0.07% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
2,544
shares
|
$322,477
0.08% of portfolio
|
Q2 2024
Added 8.63%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2,530
shares
|
$320,702
0.04% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
2,515
shares
|
$318,801
0.25% of portfolio
|
Q1 2024
Added 17.85%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,510
shares
|
$318,167
0.03% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
2,506
shares
|
$317,660
0.09% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
2,505
shares
|
$317,533
0.07% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,503
shares
|
$317,280
0.18% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,502
shares
|
$317,153
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
2,501
shares
|
$317,026
0.37% of portfolio
|
Q3 2023
Added 10.47%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$316,900
0.51% of portfolio
|
Q2 2022
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,498
shares
|
$316,646
0.18% of portfolio
|
Q2 2022
Added 5.27%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,481
shares
|
$314,491
0.02% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,479
shares
|
$314,238
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,472
shares
|
$313,350
0.01% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
2,472
shares
|
$313,350
0.01% of portfolio
|
Q3 2024
New holding
|