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 |
|---|---|---|---|---|---|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,522
shares
|
$1.71 Million
0.2% of portfolio
|
Q3 2024
Reduced 61.02%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
13,521
shares
|
$1.7 Million
1.47% of portfolio
|
Q3 2024
Added 42.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,518
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
13,482
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
13,434
shares
|
$1.69 Million
0.47% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
13,402
shares
|
$1.69 Million
0.18% of portfolio
|
Q3 2024
Added 56.69%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
13,356
shares
|
$1.68 Million
0.19% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
13,312
shares
|
$1.68 Million
0.17% of portfolio
|
Q3 2023
Reduced 10.87%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
13,304
shares
|
$1.68 Million
1.01% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,260
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
13,251
shares
|
$1.67 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
13,240
shares
|
$1.67 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
13,235
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
13,192
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
13,174
shares
|
$1.66 Million
0.23% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,125
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
13,087
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
13,074
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
13,053
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
13,027
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
12,997
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
12,995
shares
|
$1.64 Million
0.79% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
12,956
shares
|
$1.63 Million
0.17% of portfolio
|
Q3 2024
Reduced 66.64%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
12,870
shares
|
$1.62 Million
0.87% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,844
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.65%
|