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 |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,291
shares
|
$781,405
0.16% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,277
shares
|
$779,666
1.34% of portfolio
|
Q2 2022
Reduced 9.0%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,270
shares
|
$778,796
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
6,259
shares
|
$777,430
0.31% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,253
shares
|
$776,685
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
6,242
shares
|
$775,318
0.56% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
6,236
shares
|
$774,573
0.01% of portfolio
|
Q3 2024
Added 68.22%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
6,219
shares
|
$772,461
0.58% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,156
shares
|
$764,636
0.08% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,151
shares
|
$764,015
0.13% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
6,150
shares
|
$763,891
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
6,088
shares
|
$756,190
0.24% of portfolio
|
Q3 2024
Added 121.38%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,084
shares
|
$755,693
0.11% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,070
shares
|
$753,954
0.05% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
6,066
shares
|
$753,457
0.04% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
6,053
shares
|
$751,843
0.24% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
6,046
shares
|
$750,973
0.16% of portfolio
|
Q3 2023
Reduced 15.08%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
6,042
shares
|
$750,476
0.33% of portfolio
|
Q3 2024
Reduced 83.77%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,036
shares
|
$749,731
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
6,005
shares
|
$745,881
0.08% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
6,004
shares
|
$745,756
0.02% of portfolio
|
Q3 2024
Reduced 91.09%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
5,961
shares
|
$740,415
0.37% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,948
shares
|
$738,801
0.04% of portfolio
|
Q3 2024
Added 176.91%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
5,946
shares
|
$738,552
0.04% of portfolio
|
Q2 2024
Added 10.27%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,945
shares
|
$738,428
0.03% of portfolio
|
Q3 2024
Reduced 3.35%
|