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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
33,533
shares
|
$4.24 Million
0.15% of portfolio
|
Q4 2023
Added 20.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
33,424
shares
|
$4.22 Million
0.25% of portfolio
|
Q3 2024
Added 29.69%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
33,414
shares
|
$4.22 Million
1.56% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
33,351
shares
|
$4.21 Million
4.37% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
33,211
shares
|
$4.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
33,029
shares
|
$4.17 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
32,923
shares
|
$4.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
32,914
shares
|
$4.16 Million
0.45% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
32,776
shares
|
$4.14 Million
0.51% of portfolio
|
Q3 2024
Added 1408.33%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,591
shares
|
$4.12 Million
0.21% of portfolio
|
Q3 2023
Reduced 6.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
32,376
shares
|
$4.09 Million
0.04% of portfolio
|
Q3 2024
Added 20.16%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
32,289
shares
|
$4.08 Million
0.02% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
32,275
shares
|
$4.08 Million
0.64% of portfolio
|
Q3 2024
Added 52.78%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
32,100
shares
|
$4.06 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
32,033
shares
|
$4.05 Million
0.13% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
31,905
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
31,769
shares
|
$4.01 Million
0.19% of portfolio
|
Q3 2024
Added 881.74%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
31,684
shares
|
$4 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
31,559
shares
|
$3.99 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
31,448
shares
|
$3.97 Million
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
31,249
shares
|
$3.95 Million
0.07% of portfolio
|
Q3 2024
Added 1074.77%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
31,081
shares
|
$3.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
31,035
shares
|
$3.92 Million
1.27% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
31,024
shares
|
$3.92 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
30,841
shares
|
$3.9 Million
1.76% of portfolio
|
Q3 2024
Added 4.25%
|