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 |
|---|---|---|---|---|---|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
11,032
shares
|
$1.37 Million
0.22% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,965
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.03%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
10,939
shares
|
$1.36 Million
0.33% of portfolio
|
Q3 2024
Added 88.96%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,916
shares
|
$1.35 Million
0.58% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,905
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,895
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,826
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2022
Reduced 27.68%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
10,800
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,749
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
10,556
shares
|
$1.31 Million
1.25% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
10,532
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 44.07%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
10,488
shares
|
$1.3 Million
1.06% of portfolio
|
Q3 2024
Reduced 25.44%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,471
shares
|
$1.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
10,444
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 85.8%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
10,441
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
10,424
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
10,393
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
10,386
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
10,322
shares
|
$1.28 Million
0.5% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,200
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
10,158
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,145
shares
|
$1.26 Million
0.37% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,129
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
10,020
shares
|
$1.24 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
10,015
shares
|
$1.24 Million
0.32% of portfolio
|
Q3 2024
Added 2.93%
|