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 |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,992
shares
|
$252,505
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,992
shares
|
$252,505
0.11% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
1,992
shares
|
$252,505
0.03% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,989
shares
|
$252,125
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
1,987
shares
|
$251,872
0.06% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,978
shares
|
$250,731
0.03% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,977
shares
|
$250,604
0.04% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,972
shares
|
$249,970
0.01% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,968
shares
|
$249,463
0.01% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,967
shares
|
$249,336
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,956
shares
|
$247,942
0.07% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
1,955
shares
|
$247,815
0.06% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
1,955
shares
|
$247,815
0.14% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
1,951
shares
|
$247,308
0.08% of portfolio
|
Q3 2024
Reduced 50.51%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
1,950
shares
|
$247,182
0.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,950
shares
|
$247,182
0.0% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,949
shares
|
$247,055
0.18% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,947
shares
|
$246,801
0.15% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,944
shares
|
$246,421
0.14% of portfolio
|
Q2 2022
Reduced 94.11%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,943
shares
|
$246,294
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
1,933
shares
|
$245,027
0.11% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,932
shares
|
$244,900
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
1,932
shares
|
$244,900
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
1,929
shares
|
$244,520
0.11% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
1,929
shares
|
$244,520
0.1% of portfolio
|
Q3 2023
Reduced 10.28%
|