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 $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,305
shares
|
$161,650
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
1,299
shares
|
$160,907
0.03% of portfolio
|
Q2 2024
Reduced 68.82%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,294
shares
|
$160,287
0.07% of portfolio
|
Q1 2022
Reduced 5.2%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,290
shares
|
$159,792
0.05% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,285
shares
|
$159,172
0.06% of portfolio
|
Q2 2024
Reduced 78.53%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,260
shares
|
$156,076
0.02% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,255
shares
|
$155,456
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,251
shares
|
$154,961
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,240
shares
|
$153,598
0.14% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,228
shares
|
$152,112
0.03% of portfolio
|
Q4 2023
Reduced 10.95%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,216
shares
|
$150,625
0.08% of portfolio
|
Q3 2024
Added 24.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,211
shares
|
$150,006
0.01% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,211
shares
|
$150,006
0.04% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
1,200
shares
|
$148,644
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,175
shares
|
$145,547
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
1,158
shares
|
$143,441
0.01% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,145
shares
|
$141,831
0.12% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,114
shares
|
$137,991
0.01% of portfolio
|
Q3 2024
Added 32.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,090
shares
|
$135,018
0.02% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,083
shares
|
$134,151
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,080
shares
|
$133,779
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,079
shares
|
$133,655
0.03% of portfolio
|
Q2 2024
Reduced 47.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,077
shares
|
$133,407
0.09% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,059
shares
|
$131,178
0.07% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,057
shares
|
$130,930
0.14% of portfolio
|
Q1 2023
New holding
|