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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,533
shares
|
$447,843
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
3,529
shares
|
$447,336
0.16% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
3,522
shares
|
$446,448
0.28% of portfolio
|
Q2 2024
Added 6.44%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,513
shares
|
$445,307
0.08% of portfolio
|
Q1 2024
Added 2.33%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,513
shares
|
$445,307
0.07% of portfolio
|
Q3 2024
Added 55.79%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,513
shares
|
$445,307
0.01% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
3,509
shares
|
$444,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,507
shares
|
$444,547
0.03% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
3,503
shares
|
$444,040
0.3% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,497
shares
|
$443,279
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
3,493
shares
|
$442,772
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,487
shares
|
$442,012
0.09% of portfolio
|
Q1 2024
Added 15.66%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
3,469
shares
|
$439,730
0.35% of portfolio
|
Q2 2024
Added 161.02%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,467
shares
|
$439,476
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,462
shares
|
$438,843
0.22% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,460
shares
|
$438,589
0.04% of portfolio
|
Q2 2024
Added 59.15%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
3,449
shares
|
$437,195
0.01% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
3,445
shares
|
$436,688
0.22% of portfolio
|
Q3 2024
Added 51.03%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,426
shares
|
$434,279
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
3,425
shares
|
$434,153
0.05% of portfolio
|
Q3 2024
Reduced 90.3%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,409
shares
|
$432,124
0.03% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
3,390
shares
|
$429,716
0.08% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,390
shares
|
$429,716
0.08% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,386
shares
|
$429,209
0.04% of portfolio
|
Q3 2024
Reduced 36.57%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,385
shares
|
$429,082
0.03% of portfolio
|
Q3 2024
Added 5.12%
|