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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
10,000
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
9,991
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
9,987
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 40.86%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
9,971
shares
|
$1.24 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
9,923
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,850
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
9,781
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
9,748
shares
|
$1.21 Million
0.98% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
9,746
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Added 39.95%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
9,743
shares
|
$1.21 Million
0.33% of portfolio
|
Q3 2024
Added 161.7%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
9,739
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
9,737
shares
|
$1.21 Million
0.86% of portfolio
|
Q3 2023
Reduced 5.8%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
9,688
shares
|
$1.2 Million
0.68% of portfolio
|
Q4 2023
Reduced 0.13%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
9,661
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,653
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
9,628
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,603
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Caas Capital Management LP
New York, NY |
Oct 28, 2024 Q3 2024 |
9,600
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
9,599
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,578
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 94.17%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
9,530
shares
|
$1.18 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
9,525
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.82%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
9,479
shares
|
$1.17 Million
0.61% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
9,469
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
9,407
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2024
Reduced 10.91%
|