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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
15,384
shares
|
$1.94 Million
0.18% of portfolio
|
Q3 2024
Added 20.14%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
15,365
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
15,358
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2024
Added 55.62%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
15,301
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2024
Added 123.63%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
15,296
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2023
Reduced 13.95%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
15,278
shares
|
$1.93 Million
1.96% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
15,264
shares
|
$1.92 Million
0.36% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
15,230
shares
|
$1.92 Million
0.28% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
15,160
shares
|
$1.91 Million
0.92% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
15,142
shares
|
$1.91 Million
0.19% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
15,091
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
15,033
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
15,000
shares
|
$1.89 Million
0.18% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
14,971
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2024
Reduced 34.28%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
14,968
shares
|
$1.89 Million
0.3% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,879
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,874
shares
|
$1.88 Million
0.15% of portfolio
|
Q3 2024
Added 59.17%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
14,874
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
14,871
shares
|
$1.88 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
14,869
shares
|
$1.88 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,867
shares
|
$1.87 Million
0.53% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
14,863
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
14,795
shares
|
$1.87 Million
1.49% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
14,780
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 32.45%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
14,691
shares
|
$1.85 Million
0.81% of portfolio
|
Q3 2024
Added 22.84%
|