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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,363
shares
|
$426,293
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,343
shares
|
$423,758
0.03% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,328
shares
|
$421,857
0.08% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,328
shares
|
$421,857
0.1% of portfolio
|
Q3 2023
Reduced 32.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
3,327
shares
|
$421,730
0.04% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,326
shares
|
$421,603
0.05% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
3,322
shares
|
$421,096
0.02% of portfolio
|
Q3 2024
Reduced 48.46%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,313
shares
|
$419,955
0.16% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,291
shares
|
$417,167
0.06% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
3,288
shares
|
$416,786
0.16% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,274
shares
|
$415,012
0.02% of portfolio
|
Q4 2024
Reduced 87.32%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
3,273
shares
|
$414,885
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
3,272
shares
|
$414,758
0.14% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,270
shares
|
$414,505
0.03% of portfolio
|
Q2 2024
Reduced 13.26%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,261
shares
|
$413,364
0.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,256
shares
|
$412,730
0.09% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,255
shares
|
$412,603
0.04% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
3,246
shares
|
$411,462
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$410,322
0.02% of portfolio
|
Q2 2024
Reduced 24.69%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
3,236
shares
|
$410,195
0.1% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,228
shares
|
$409,181
0.05% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
3,220
shares
|
$408,167
0.16% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,207
shares
|
$406,519
0.04% of portfolio
|
Q2 2023
Added 3.22%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
3,204
shares
|
$406,139
0.04% of portfolio
|
Q3 2024
Added 59.64%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,200
shares
|
$405,632
0.19% of portfolio
|
Q1 2024
Added 255.56%
|