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 $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
36,163
shares
|
$4.57 Million
1.5% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
35,895
shares
|
$4.54 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,813
shares
|
$4.53 Million
0.61% of portfolio
|
Q4 2022
Reduced 1.67%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
35,662
shares
|
$4.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
35,567
shares
|
$4.49 Million
1.22% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
35,280
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
35,129
shares
|
$4.44 Million
0.59% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
34,920
shares
|
$4.41 Million
1.56% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
34,842
shares
|
$4.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
34,615
shares
|
$4.37 Million
3.62% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 05, 2024 Q3 2024 |
34,600
shares
|
$4.37 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
34,434
shares
|
$4.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 38.18%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
34,287
shares
|
$4.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
34,272
shares
|
$4.33 Million
0.03% of portfolio
|
Q3 2024
Added 85.32%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
34,256
shares
|
$4.33 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
34,255
shares
|
$4.33 Million
0.06% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
34,176
shares
|
$4.32 Million
0.69% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
34,058
shares
|
$4.3 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
33,905
shares
|
$4.28 Million
0.31% of portfolio
|
Q3 2024
Added 1184.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
33,777
shares
|
$4.27 Million
0.08% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
33,763
shares
|
$4.27 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
33,615
shares
|
$4.25 Million
0.63% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
33,593
shares
|
$4.24 Million
0.85% of portfolio
|
Q2 2022
Reduced 0.39%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
33,580
shares
|
$4.24 Million
0.46% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
33,554
shares
|
$4.24 Million
0.74% of portfolio
|
Q3 2024
Reduced 19.63%
|