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 $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
14,635
shares
|
$1.85 Million
0.19% of portfolio
|
Q2 2022
Added 7.98%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
14,624
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
14,593
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
14,579
shares
|
$1.84 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
14,547
shares
|
$1.83 Million
0.26% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
14,532
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
Added 23.03%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
14,504
shares
|
$1.83 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
14,408
shares
|
$1.82 Million
0.73% of portfolio
|
Q3 2024
Added 37.9%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,339
shares
|
$1.81 Million
1.49% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
14,235
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
14,220
shares
|
$1.79 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
14,157
shares
|
$1.79 Million
0.83% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
14,149
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 35.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
14,117
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,050
shares
|
$1.77 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
14,004
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2024
Added 43.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,001
shares
|
$1.77 Million
0.1% of portfolio
|
Q2 2020
Reduced 9.9%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
13,996
shares
|
$1.76 Million
1.79% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
13,993
shares
|
$1.76 Million
1.72% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,925
shares
|
$1.76 Million
1.1% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
13,749
shares
|
$1.73 Million
1.24% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Corbyn Investment Management Inc
|
Nov 07, 2024 Q3 2024 |
13,738
shares
|
$1.73 Million
0.86% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
13,736
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.07%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
13,594
shares
|
$1.71 Million
0.46% of portfolio
|
Q1 2022
Reduced 5.04%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,592
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.3%
|