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 510 Million shares, which have been reported (via 13F filing form) to have a value of $64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
262,605
shares
|
$33 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
255,990
shares
|
$32.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
249,918
shares
|
$31.4 Million
0.38% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
249,530
shares
|
$31.4 Million
0.07% of portfolio
|
Q3 2024
Added 40.55%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
245,539
shares
|
$30.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
236,217
shares
|
$29.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
234,288
shares
|
$29.4 Million
2.55% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
232,219
shares
|
$29.2 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
231,677
shares
|
$29.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
230,447
shares
|
$29 Million
0.21% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
228,714
shares
|
$28.7 Million
0.24% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
222,065
shares
|
$27.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 50.65%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
222,030
shares
|
$27.9 Million
8.69% of portfolio
|
Q3 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
221,759
shares
|
$27.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 25.99%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
220,686
shares
|
$27.7 Million
1.2% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
Fidelity National Financial, Inc.
Jacksonville, FL |
Nov 08, 2024 Q3 2024 |
220,000
shares
|
$27.6 Million
5.26% of portfolio
|
Q2 2024
Added 106.18%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
211,163
shares
|
$26.5 Million
0.55% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
209,136
shares
|
$26.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
205,199
shares
|
$25.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
204,128
shares
|
$25.7 Million
3.65% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
204,094
shares
|
$25.7 Million
0.51% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
203,621
shares
|
$25.6 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
203,479
shares
|
$25.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Nexus Investment Management Ulc
|
Oct 15, 2024 Q3 2024 |
203,055
shares
|
$25.5 Million
2.73% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
202,300
shares
|
$25.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.32%
|