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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
4,676
shares
|
$584,406
0.03% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
4,670
shares
|
$583,656
0.06% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
4,661
shares
|
$582,531
0.42% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
4,655
shares
|
$581,781
0.44% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Absher Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
4,643
shares
|
$580,282
0.08% of portfolio
|
Q3 2024
Added 26.65%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
4,641
shares
|
$580,032
0.08% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
4,631
shares
|
$578,782
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
4,629
shares
|
$578,532
0.24% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
4,621
shares
|
$577,532
0.14% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
4,615
shares
|
$576,782
0.23% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,609
shares
|
$576,032
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,600
shares
|
$574,908
0.78% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,600
shares
|
$574,908
1.02% of portfolio
|
Q1 2022
Added 922.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,600
shares
|
$574,908
0.01% of portfolio
|
Q3 2022
Reduced 84.93%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
4,592
shares
|
$573,908
1.27% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,586
shares
|
$573,158
0.27% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
4,585
shares
|
$573,033
0.1% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,574
shares
|
$571,658
0.07% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,570
shares
|
$571,158
0.02% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
4,569
shares
|
$571,033
0.02% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
4,541
shares
|
$567,534
0.34% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,539
shares
|
$567,284
0.03% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
4,518
shares
|
$564,659
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,511
shares
|
$563,784
0.08% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
4,488
shares
|
$560,910
0.18% of portfolio
|
Q3 2024
New holding
|