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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
12,731
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,728
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
12,680
shares
|
$1.6 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
12,624
shares
|
$1.59 Million
0.22% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
12,616
shares
|
$1.59 Million
0.62% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
12,596
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,586
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,571
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,565
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2022
Added 21.49%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Nov 01, 2024 Q3 2024 |
12,542
shares
|
$1.58 Million
1.09% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
12,540
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 40.65%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
12,502
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
12,460
shares
|
$1.57 Million
0.8% of portfolio
|
Q3 2024
Added 63.24%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
12,429
shares
|
$1.57 Million
0.34% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,427
shares
|
$1.57 Million
0.16% of portfolio
|
Q2 2022
Added 10.68%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
12,421
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
12,409
shares
|
$1.56 Million
0.5% of portfolio
|
Q3 2024
Added 265.4%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
12,380
shares
|
$1.56 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
12,323
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
12,300
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
12,300
shares
|
$1.55 Million
1.08% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
12,265
shares
|
$1.55 Million
0.43% of portfolio
|
Q3 2024
Reduced 42.64%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
12,206
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
12,205
shares
|
$1.54 Million
0.91% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
12,205
shares
|
$1.54 Million
0.25% of portfolio
|
Q3 2024
Added 5.68%
|