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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
7,677
shares
|
$950,335
0.04% of portfolio
|
Q3 2024
Reduced 60.17%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,668
shares
|
$949,221
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,655
shares
|
$947,612
0.07% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,630
shares
|
$944,517
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
7,590
shares
|
$939,566
0.15% of portfolio
|
Q3 2022
Added 272.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,587
shares
|
$939,194
0.03% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
7,578
shares
|
$938,080
0.4% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
7,572
shares
|
$937,337
0.28% of portfolio
|
Q3 2024
Reduced 41.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,566
shares
|
$936,595
0.08% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,537
shares
|
$933,005
0.07% of portfolio
|
Q3 2024
Added 49.54%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
7,526
shares
|
$931,643
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
7,524
shares
|
$931,395
0.47% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
7,508
shares
|
$929,415
0.18% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,496
shares
|
$927,929
0.03% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
7,490
shares
|
$927,187
0.42% of portfolio
|
Q3 2024
Reduced 65.68%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,488
shares
|
$926,939
0.01% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
7,486
shares
|
$926,691
0.51% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
7,448
shares
|
$921,987
0.38% of portfolio
|
Q3 2024
Added 70.05%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
7,425
shares
|
$919,140
0.37% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
7,419
shares
|
$918,398
0.12% of portfolio
|
Q3 2024
Added 51.56%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
7,411
shares
|
$917,407
0.09% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,403
shares
|
$916,417
0.04% of portfolio
|
Q3 2024
Reduced 40.62%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
7,403
shares
|
$916,417
0.42% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
7,403
shares
|
$916,417
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,401
shares
|
$916,169
0.15% of portfolio
|
Q2 2024
Added 3.84%
|