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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
3,196
shares
|
$405,124
0.2% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,190
shares
|
$404,364
0.03% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,180
shares
|
$403,096
0.04% of portfolio
|
Q3 2024
Reduced 36.75%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
3,179
shares
|
$402,970
0.2% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
3,179
shares
|
$402,970
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,178
shares
|
$402,843
0.08% of portfolio
|
Q3 2024
Reduced 26.84%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,177
shares
|
$402,716
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
3,173
shares
|
$402,209
0.02% of portfolio
|
Q3 2024
Reduced 53.67%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
3,168
shares
|
$401,575
0.05% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
3,160
shares
|
$400,561
0.03% of portfolio
|
Q3 2022
Reduced 3.07%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,152
shares
|
$399,547
0.04% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
3,151
shares
|
$399,420
0.17% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,147
shares
|
$398,913
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,144
shares
|
$398,533
0.03% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
3,140
shares
|
$398,026
0.2% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,134
shares
|
$397,265
0.15% of portfolio
|
Q2 2024
Reduced 46.54%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,126
shares
|
$396,251
0.14% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
3,122
shares
|
$395,744
0.06% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,114
shares
|
$394,730
0.13% of portfolio
|
Q4 2022
Added 3.87%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,112
shares
|
$394,477
0.18% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
3,111
shares
|
$394,350
0.02% of portfolio
|
Q3 2024
Added 633.73%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
3,110
shares
|
$394,223
0.11% of portfolio
|
Q3 2024
Added 22.25%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
3,105
shares
|
$393,589
0.09% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,101
shares
|
$393,082
0.02% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,101
shares
|
$393,082
0.09% of portfolio
|
Q3 2022
Added 0.13%
|