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 |
|---|---|---|---|---|---|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
12,172
shares
|
$1.53 Million
0.62% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
12,106
shares
|
$1.53 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
12,084
shares
|
$1.52 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
12,068
shares
|
$1.52 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
12,036
shares
|
$1.52 Million
1.06% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
12,016
shares
|
$1.52 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
12,002
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
11,990
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,979
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
11,943
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
11,920
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
11,913
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
11,912
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
11,903
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
11,800
shares
|
$1.49 Million
0.4% of portfolio
|
Q1 2018
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,782
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
11,736
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 85.14%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
11,708
shares
|
$1.48 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
11,702
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2023
Added 261.95%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
11,690
shares
|
$1.47 Million
1.08% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
11,678
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
11,628
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
11,596
shares
|
$1.46 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
11,568
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
11,562
shares
|
$1.46 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.89%
|