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 |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
45,812
shares
|
$5.78 Million
0.26% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
45,782
shares
|
$5.78 Million
0.56% of portfolio
|
Q3 2024
Reduced 50.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
45,382
shares
|
$5.73 Million
1.59% of portfolio
|
Q3 2022
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,237
shares
|
$5.71 Million
0.09% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
44,837
shares
|
$5.66 Million
0.59% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
44,205
shares
|
$5.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
44,066
shares
|
$5.56 Million
0.07% of portfolio
|
Q2 2022
Added 33.83%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Oct 28, 2024 Q3 2024 |
43,965
shares
|
$5.55 Million
3.86% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
43,946
shares
|
$5.55 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
43,607
shares
|
$5.51 Million
1.59% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,503
shares
|
$5.49 Million
0.23% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
43,491
shares
|
$5.49 Million
1.7% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
43,445
shares
|
$5.49 Million
0.09% of portfolio
|
Q3 2024
Added 45.27%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
43,434
shares
|
$5.48 Million
0.23% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
43,372
shares
|
$5.48 Million
0.07% of portfolio
|
Q3 2023
Reduced 75.71%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
43,360
shares
|
$5.47 Million
1.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
43,197
shares
|
$5.45 Million
0.99% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
42,994
shares
|
$5.43 Million
0.55% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
42,865
shares
|
$5.41 Million
0.28% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
42,800
shares
|
$5.4 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
42,613
shares
|
$5.38 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
42,599
shares
|
$5.38 Million
0.28% of portfolio
|
Q3 2024
Reduced 42.82%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
42,541
shares
|
$5.37 Million
0.1% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
42,285
shares
|
$5.34 Million
1.0% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
41,996
shares
|
$5.3 Million
0.89% of portfolio
|
Q3 2023
Reduced 0.99%
|