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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,931
shares
|
$616,276
0.02% of portfolio
|
Q3 2024
Reduced 37.53%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,905
shares
|
$613,026
0.05% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,888
shares
|
$610,902
0.35% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
4,880
shares
|
$609,902
0.03% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,868
shares
|
$608,402
0.02% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
4,865
shares
|
$608,027
0.17% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,862
shares
|
$607,652
0.1% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
4,845
shares
|
$605,528
0.48% of portfolio
|
Q3 2024
Added 177.65%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
4,831
shares
|
$603,778
0.16% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
4,810
shares
|
$601,153
0.2% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,807
shares
|
$600,778
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,802
shares
|
$600,153
0.04% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
4,800
shares
|
$599,904
0.28% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,777
shares
|
$597,029
0.11% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,754
shares
|
$594,154
0.05% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
4,753
shares
|
$594,029
0.06% of portfolio
|
Q3 2024
Added 35.96%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,750
shares
|
$593,655
0.05% of portfolio
|
Q4 2022
Added 6.84%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,732
shares
|
$591,405
0.61% of portfolio
|
Q3 2024
Added 131.96%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
4,719
shares
|
$589,780
0.23% of portfolio
|
Q3 2024
Added 2283.33%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,705
shares
|
$588,030
0.07% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,698
shares
|
$587,156
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
4,695
shares
|
$586,781
0.29% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
4,691
shares
|
$586,281
0.02% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,684
shares
|
$585,406
0.08% of portfolio
|
Q3 2024
Added 37.93%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
4,676
shares
|
$584,406
0.17% of portfolio
|
Q3 2024
Reduced 4.26%
|