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 |
|---|---|---|---|---|---|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
9,384
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
9,351
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 47.93%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
9,303
shares
|
$1.15 Million
1.67% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
9,290
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
9,250
shares
|
$1.15 Million
0.66% of portfolio
|
Q2 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
9,213
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 96.69%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
9,208
shares
|
$1.14 Million
0.66% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
9,206
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
9,197
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2024
Added 115.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,164
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
9,123
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
9,103
shares
|
$1.13 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
9,077
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
9,074
shares
|
$1.12 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
9,061
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 101.22%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,010
shares
|
$1.12 Million
0.31% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
9,009
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
9,004
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
8,909
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
8,895
shares
|
$1.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 71.47%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
8,893
shares
|
$1.1 Million
0.24% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
8,863
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
8,832
shares
|
$1.09 Million
0.65% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
8,804
shares
|
$1.09 Million
0.94% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
8,800
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 10.83%
|