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 |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
6,750
shares
|
$838,417
0.36% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,743
shares
|
$837,548
0.06% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
6,729
shares
|
$835,809
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
6,700
shares
|
$832,207
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
6,695
shares
|
$831,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
6,656
shares
|
$826,741
0.02% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,620
shares
|
$822,270
0.34% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,620
shares
|
$822,270
0.12% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
6,611
shares
|
$821,152
0.23% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
6,605
shares
|
$820,407
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
6,576
shares
|
$816,804
0.16% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,520
shares
|
$809,849
0.09% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
6,515
shares
|
$809,228
0.17% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
6,510
shares
|
$808,607
0.01% of portfolio
|
Q3 2024
Reduced 23.69%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,496
shares
|
$806,868
0.09% of portfolio
|
Q4 2022
Added 4.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,494
shares
|
$806,619
0.07% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
6,470
shares
|
$803,638
0.07% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,379
shares
|
$792,335
0.52% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
6,368
shares
|
$790,969
0.15% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
6,360
shares
|
$789,975
0.62% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,356
shares
|
$789,478
0.72% of portfolio
|
Q3 2024
Added 326.58%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
6,353
shares
|
$789,106
0.22% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
6,346
shares
|
$788,236
0.3% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
6,332
shares
|
$786,497
0.05% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
6,330
shares
|
$786,249
0.01% of portfolio
|
Q3 2024
New holding
|