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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
155
shares
|
$19,480
0.02% of portfolio
|
Q3 2023
Reduced 30.49%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
154
shares
|
$19,354
0.01% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
154
shares
|
$19,354
0.0% of portfolio
|
Q2 2024
Reduced 93.93%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
150
shares
|
$18,852
0.0% of portfolio
|
Q4 2022
Reduced 23.47%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
150
shares
|
$18,852
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
150
shares
|
$18,852
0.02% of portfolio
|
Q2 2024
Reduced 95.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
148
shares
|
$18,600
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
140
shares
|
$17,595
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
136
shares
|
$17,092
0.01% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
134
shares
|
$16,841
0.0% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
130
shares
|
$16,338
0.01% of portfolio
|
Q3 2024
Reduced 56.67%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
130
shares
|
$16,338
0.01% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
129
shares
|
$16,212
0.01% of portfolio
|
Q3 2023
Reduced 35.18%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
129
shares
|
$16,212
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
129
shares
|
$16,212
0.01% of portfolio
|
Q2 2024
Added 5.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
128
shares
|
$16,087
0.01% of portfolio
|
Q2 2024
Reduced 73.55%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
127
shares
|
$15,961
0.0% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
125
shares
|
$15,710
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
120
shares
|
$15,081
0.0% of portfolio
|
Q3 2024
Reduced 69.54%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
118
shares
|
$14,830
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
117
shares
|
$14,704
0.01% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
116
shares
|
$14,578
0.01% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
115
shares
|
$14,453
0.01% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
112
shares
|
$14,076
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
111
shares
|
$13,950
0.0% of portfolio
|
Q3 2024
Reduced 22.38%
|