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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,923
shares
|
$243,759
0.07% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
1,923
shares
|
$243,759
0.27% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,922
shares
|
$243,632
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,921
shares
|
$243,505
0.01% of portfolio
|
Q3 2024
Reduced 49.22%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,908
shares
|
$241,858
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
1,905
shares
|
$241,477
0.21% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,900
shares
|
$240,844
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
1,900
shares
|
$240,844
0.25% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,898
shares
|
$240,590
0.19% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,891
shares
|
$239,703
0.01% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,888
shares
|
$239,322
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,885
shares
|
$238,942
0.19% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,879
shares
|
$238,182
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,873
shares
|
$237,421
0.02% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,864
shares
|
$236,280
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,863
shares
|
$236,153
0.01% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,857
shares
|
$235,393
0.03% of portfolio
|
Q3 2024
Reduced 97.34%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,854
shares
|
$235,013
0.16% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
1,854
shares
|
$235,013
0.04% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,854
shares
|
$235,013
0.05% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,850
shares
|
$234,506
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,849
shares
|
$234,379
0.22% of portfolio
|
Q2 2024
Added 3.47%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,840
shares
|
$233,238
0.06% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
1,839
shares
|
$233,111
0.1% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,834
shares
|
$232,477
0.01% of portfolio
|
Q3 2024
New holding
|