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 $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
11,562
shares
|
$1.43 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
11,548
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,535
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
11,420
shares
|
$1.41 Million
0.48% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
11,417
shares
|
$1.41 Million
0.66% of portfolio
|
Q3 2024
Added 476.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,396
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
11,395
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Reduced 29.47%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,381
shares
|
$1.41 Million
0.44% of portfolio
|
Q3 2024
Reduced 25.68%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
11,338
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
11,315
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
11,312
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
11,307
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
11,293
shares
|
$1.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
11,263
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Added 21.22%
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
11,200
shares
|
$1.39 Million
1.06% of portfolio
|
Q1 2023
Reduced 2.0%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
11,139
shares
|
$1.38 Million
1.05% of portfolio
|
Q3 2024
Added 57.87%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
11,098
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 333.35%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
11,097
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
11,079
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,077
shares
|
$1.37 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
11,076
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2024
Added 63.51%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
11,060
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Added 42.16%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,056
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
11,037
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,035
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Added 56.19%
|