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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,374
shares
|
$300,928
0.01% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,371
shares
|
$300,547
0.01% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
2,369
shares
|
$300,294
0.07% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
2,365
shares
|
$299,787
0.17% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
2,360
shares
|
$299,153
0.08% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,356
shares
|
$298,646
0.06% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
2,355
shares
|
$298,519
0.16% of portfolio
|
Q1 2024
Reduced 11.96%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,353
shares
|
$298,266
0.03% of portfolio
|
Q3 2024
Reduced 71.95%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
2,352
shares
|
$298,139
0.11% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
2,349
shares
|
$297,759
0.0% of portfolio
|
Q2 2024
Reduced 33.25%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,346
shares
|
$297,378
0.03% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
2,345
shares
|
$297,252
0.2% of portfolio
|
Q3 2024
Reduced 59.5%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
2,344
shares
|
$297,125
0.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,328
shares
|
$295,097
0.09% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,326
shares
|
$294,843
0.1% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,321
shares
|
$294,209
0.14% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,319
shares
|
$293,956
0.1% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,315
shares
|
$293,449
0.05% of portfolio
|
Q1 2021
Reduced 6.33%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
2,311
shares
|
$292,942
0.12% of portfolio
|
Q2 2023
Reduced 1.99%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,310
shares
|
$292,815
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,305
shares
|
$292,181
0.03% of portfolio
|
Q3 2024
Added 27.56%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,303
shares
|
$291,928
0.05% of portfolio
|
Q3 2024
Added 48.77%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,303
shares
|
$291,928
0.16% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,298
shares
|
$291,294
0.06% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,296
shares
|
$291,040
0.1% of portfolio
|
Q3 2024
Added 28.77%
|