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 496 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,972
shares
|
$503,490
0.05% of portfolio
|
Q3 2024
Reduced 20.61%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
3,969
shares
|
$503,110
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
3,963
shares
|
$502,349
0.05% of portfolio
|
Q3 2024
Added 67.22%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
3,959
shares
|
$501,842
0.25% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,951
shares
|
$500,828
0.27% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,948
shares
|
$500,448
0.16% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,948
shares
|
$500,448
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,927
shares
|
$497,786
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
3,916
shares
|
$496,392
0.29% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,909
shares
|
$495,504
0.08% of portfolio
|
Q3 2024
Added 53.78%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
3,909
shares
|
$495,504
0.36% of portfolio
|
Q3 2024
Added 3770.3%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
3,897
shares
|
$493,983
0.27% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
3,896
shares
|
$493,856
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
3,865
shares
|
$489,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
3,854
shares
|
$488,533
0.24% of portfolio
|
Q3 2024
Added 29.94%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
3,824
shares
|
$484,730
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,822
shares
|
$484,476
0.04% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,813
shares
|
$483,335
0.05% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,809
shares
|
$482,828
0.03% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
3,807
shares
|
$482,575
0.16% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$481,180
0.1% of portfolio
|
Q3 2024
Reduced 88.85%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,794
shares
|
$480,927
0.15% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,762
shares
|
$476,871
0.06% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
3,755
shares
|
$475,983
0.43% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
3,737
shares
|
$473,702
0.28% of portfolio
|
Q3 2024
Reduced 3.66%
|