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 $64.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
136,501
shares
|
$17.2 Million
1.12% of portfolio
|
Q1 2023
Reduced 2.54%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
136,185
shares
|
$17.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
134,801
shares
|
$17 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
132,002
shares
|
$16.7 Million
2.54% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
131,277
shares
|
$16.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
131,085
shares
|
$16.6 Million
0.05% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
130,577
shares
|
$16.5 Million
0.4% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
130,557
shares
|
$16.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
130,482
shares
|
$16.5 Million
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
129,551
shares
|
$16.4 Million
1.73% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
129,485
shares
|
$16.3 Million
9.66% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
125,195
shares
|
$15.8 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
124,070
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
123,700
shares
|
$15.6 Million
0.18% of portfolio
|
Q2 2023
Reduced 16.02%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
122,888
shares
|
$15.5 Million
0.25% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
122,698
shares
|
$15.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
121,703
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
120,618
shares
|
$15.2 Million
0.19% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
119,123
shares
|
$15 Million
0.28% of portfolio
|
Q3 2024
Added 525.22%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
119,031
shares
|
$15 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Mayar Capital Ltd.
|
Nov 05, 2024 Q3 2024 |
118,688
shares
|
$15 Million
17.79% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
117,860
shares
|
$14.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
117,617
shares
|
$14.9 Million
0.24% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
116,548
shares
|
$14.7 Million
2.23% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
116,415
shares
|
$14.7 Million
0.6% of portfolio
|
Q3 2024
Added 11.3%
|