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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,737
shares
|
$473,702
0.08% of portfolio
|
Q1 2024
Added 143.93%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
3,717
shares
|
$471,166
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
3,709
shares
|
$470,152
0.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3,696
shares
|
$468,504
0.02% of portfolio
|
Q2 2024
Reduced 31.52%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,694
shares
|
$468,251
0.04% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
3,665
shares
|
$464,575
0.16% of portfolio
|
Q3 2024
Added 61.6%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,661
shares
|
$464,068
0.03% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
3,656
shares
|
$463,434
0.33% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,639
shares
|
$461,279
0.28% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
3,635
shares
|
$460,772
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,631
shares
|
$460,265
0.19% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
3,630
shares
|
$460,138
0.38% of portfolio
|
Q3 2024
Added 55.99%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
3,614
shares
|
$458,110
0.03% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,601
shares
|
$456,462
0.1% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
3,601
shares
|
$456,462
0.06% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
3,600
shares
|
$456,336
0.04% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
3,591
shares
|
$455,195
0.04% of portfolio
|
Q3 2024
Added 99.72%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
3,584
shares
|
$454,307
0.47% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
3,583
shares
|
$454,181
0.04% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,583
shares
|
$454,181
0.1% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,574
shares
|
$453,040
0.13% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
3,561
shares
|
$451,392
0.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
3,556
shares
|
$450,758
0.2% of portfolio
|
Q3 2024
Added 273.92%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
3,536
shares
|
$448,223
0.04% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,535
shares
|
$448,096
0.11% of portfolio
|
Q1 2024
Reduced 0.53%
|