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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
16,398
shares
|
$2.07 Million
0.72% of portfolio
|
Q3 2024
Reduced 29.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
16,377
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
16,350
shares
|
$2.06 Million
1.29% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
16,209
shares
|
$2.04 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,180
shares
|
$2.04 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
16,064
shares
|
$2.03 Million
0.54% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
15,951
shares
|
$2.01 Million
0.47% of portfolio
|
Q4 2022
Added 5.51%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
15,918
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
15,901
shares
|
$2.01 Million
1.07% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
15,859
shares
|
$2 Million
0.32% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,857
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
15,786
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,770
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Added 34.96%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,743
shares
|
$1.99 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,740
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,677
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
15,615
shares
|
$1.97 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
15,606
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
15,600
shares
|
$1.97 Million
0.37% of portfolio
|
Q3 2024
Added 83.53%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,521
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 18.21%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
15,518
shares
|
$1.96 Million
0.37% of portfolio
|
Q3 2022
Reduced 16.29%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
15,492
shares
|
$1.95 Million
1.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,399
shares
|
$1.94 Million
0.43% of portfolio
|
Q1 2024
Added 93.04%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
15,392
shares
|
$1.94 Million
1.39% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
15,385
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.96%
|