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 $63.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,089
shares
|
$880,524
0.1% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,084
shares
|
$879,903
0.02% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
7,066
shares
|
$877,667
0.07% of portfolio
|
Q3 2024
Added 16.62%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
7,030
shares
|
$873,196
0.26% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,026
shares
|
$872,699
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
7,016
shares
|
$871,457
0.39% of portfolio
|
Q3 2024
Added 78.25%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
7,000
shares
|
$869,470
0.16% of portfolio
|
Q2 2024
Added 699900.0%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
7,000
shares
|
$869,470
0.2% of portfolio
|
Q1 2021
Reduced 0.23%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
6,982
shares
|
$867,234
0.16% of portfolio
|
Q3 2024
Reduced 48.06%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
6,963
shares
|
$864,874
0.17% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
6,931
shares
|
$860,899
0.24% of portfolio
|
Q3 2024
Added 349.77%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
6,926
shares
|
$860,278
0.31% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
6,899
shares
|
$856,924
0.37% of portfolio
|
Q3 2024
Reduced 56.27%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
6,884
shares
|
$855,061
0.08% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,870
shares
|
$853,322
0.05% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
6,869
shares
|
$853,198
0.72% of portfolio
|
Q2 2024
Added 56.69%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,862
shares
|
$852,329
0.09% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Oct 11, 2024 Q3 2024 |
6,850
shares
|
$850,838
0.59% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
6,850
shares
|
$850,838
0.2% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,817
shares
|
$846,739
0.15% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,780
shares
|
$842,143
0.02% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
6,770
shares
|
$840,901
0.85% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,760
shares
|
$839,659
0.05% of portfolio
|
Q3 2024
Reduced 18.72%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,757
shares
|
$839,286
0.03% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,750
shares
|
$838,417
0.32% of portfolio
|
Q3 2024
Added 1.12%
|