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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,924
shares
|
$735,820
0.02% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
5,880
shares
|
$730,354
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,845
shares
|
$726,007
0.8% of portfolio
|
Q3 2022
Reduced 6.33%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
5,837
shares
|
$725,013
0.69% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
5,833
shares
|
$724,516
0.18% of portfolio
|
Q3 2024
Reduced 52.53%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
5,826
shares
|
$723,647
0.02% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,763
shares
|
$715,822
0.11% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
5,749
shares
|
$714,083
0.09% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
5,662
shares
|
$703,277
0.11% of portfolio
|
Q3 2024
Added 34.01%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
5,627
shares
|
$698,929
0.07% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,589
shares
|
$694,209
0.01% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,585
shares
|
$693,712
0.67% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,580
shares
|
$693,091
0.07% of portfolio
|
Q3 2023
Added 5.74%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,573
shares
|
$692,222
0.11% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,485
shares
|
$681,291
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,480
shares
|
$680,670
0.16% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,463
shares
|
$678,559
0.31% of portfolio
|
Q3 2024
Added 46.42%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
5,459
shares
|
$678,062
0.2% of portfolio
|
Q3 2024
Added 85.68%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
5,451
shares
|
$677,068
0.21% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
5,450
shares
|
$676,944
0.27% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,422
shares
|
$673,466
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,401
shares
|
$670,858
0.78% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,391
shares
|
$669,616
0.04% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
5,387
shares
|
$669,119
0.04% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
5,375
shares
|
$667,628
0.06% of portfolio
|
Q3 2024
Added 17.44%
|