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 $63.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
5,100
shares
|
$637,398
0.15% of portfolio
|
Q2 2017
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
5,094
shares
|
$636,648
0.13% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,081
shares
|
$635,023
0.03% of portfolio
|
Q2 2024
Reduced 28.75%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 12, 2024 Q3 2024 |
5,070
shares
|
$633,648
0.38% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,040
shares
|
$629,899
0.11% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,033
shares
|
$629,024
0.05% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
5,023
shares
|
$627,774
0.47% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,022
shares
|
$627,649
0.01% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
5,009
shares
|
$626,024
0.05% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
5,000
shares
|
$624,900
0.97% of portfolio
|
Q2 2022
Reduced 2.44%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,999
shares
|
$624,775
0.03% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,992
shares
|
$623,900
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
4,978
shares
|
$622,150
0.45% of portfolio
|
Q3 2024
Reduced 60.42%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
4,971
shares
|
$621,275
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
4,964
shares
|
$620,400
0.34% of portfolio
|
Q3 2023
Reduced 3.87%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,963
shares
|
$620,275
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
4,962
shares
|
$620,150
0.21% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
4,958
shares
|
$619,650
0.14% of portfolio
|
Q3 2024
Added 106.76%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,957
shares
|
$619,525
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
4,952
shares
|
$618,900
0.5% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,950
shares
|
$618,651
0.14% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
4,944
shares
|
$617,901
0.01% of portfolio
|
Q3 2024
Reduced 86.85%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,933
shares
|
$616,526
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,933
shares
|
$616,526
0.53% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
4,932
shares
|
$616,401
0.05% of portfolio
|
Q3 2024
Added 5.93%
|