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 2,447 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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,797
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,793
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
8,779
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2022
Added 16.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8,761
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,740
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
8,728
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
8,727
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
8,694
shares
|
$1.08 Million
0.31% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
8,641
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 2441.47%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
8,617
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,590
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 55.7%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,570
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,547
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 63.08%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8,532
shares
|
$1.06 Million
0.9% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
8,513
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,488
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
8,423
shares
|
$1.04 Million
0.39% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
8,398
shares
|
$1.04 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
8,300
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
8,267
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,242
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 112.75%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
8,234
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,197
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
8,181
shares
|
$1.01 Million
0.89% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,174
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.58%
|