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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,471
shares
|
$313,223
0.02% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
2,470
shares
|
$313,097
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
2,467
shares
|
$312,716
0.06% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,465
shares
|
$312,463
0.19% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,465
shares
|
$312,463
0.03% of portfolio
|
Q1 2024
Added 82.59%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
2,465
shares
|
$312,463
0.08% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
2,463
shares
|
$312,209
0.03% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
2,463
shares
|
$312,209
0.26% of portfolio
|
Q3 2024
Reduced 36.65%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
2,461
shares
|
$311,956
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,446
shares
|
$310,054
0.08% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
2,440
shares
|
$309,294
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,437
shares
|
$308,914
0.01% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
2,437
shares
|
$308,914
0.03% of portfolio
|
Q1 2024
Added 978.32%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,413
shares
|
$305,871
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,407
shares
|
$305,111
0.02% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
2,406
shares
|
$304,984
0.22% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,405
shares
|
$304,857
0.12% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,405
shares
|
$304,857
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,403
shares
|
$304,604
0.17% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,401
shares
|
$304,350
0.07% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,400
shares
|
$304,224
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,396
shares
|
$303,716
0.01% of portfolio
|
Q3 2024
Added 58.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,392
shares
|
$303,209
0.04% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
2,386
shares
|
$302,449
0.11% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,385
shares
|
$302,322
0.06% of portfolio
|
Q3 2024
New holding
|