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 |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,099
shares
|
$392,829
0.09% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,099
shares
|
$392,829
0.05% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,093
shares
|
$392,068
0.07% of portfolio
|
Q3 2024
Reduced 35.76%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
3,090
shares
|
$391,688
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
3,083
shares
|
$390,801
0.35% of portfolio
|
Q3 2024
Reduced 55.49%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
3,083
shares
|
$390,801
0.17% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,080
shares
|
$390,420
0.04% of portfolio
|
Q2 2024
Reduced 47.49%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
3,079
shares
|
$390,294
0.19% of portfolio
|
Q3 2024
Added 28.35%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
3,077
shares
|
$390,040
0.11% of portfolio
|
Q3 2024
Reduced 38.74%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,071
shares
|
$389,279
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
3,069
shares
|
$389,026
0.12% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
3,068
shares
|
$388,899
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,067
shares
|
$388,772
0.01% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
3,066
shares
|
$388,646
0.12% of portfolio
|
Q3 2024
Added 89.96%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,065
shares
|
$388,519
0.12% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
3,054
shares
|
$387,125
0.03% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,053
shares
|
$386,998
0.13% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
3,052
shares
|
$386,871
0.03% of portfolio
|
Q3 2024
Added 81.99%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,048
shares
|
$386,364
0.05% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,048
shares
|
$386,364
0.03% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,047
shares
|
$386,237
0.1% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,047
shares
|
$386,237
0.17% of portfolio
|
Q3 2024
Added 27.81%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
3,041
shares
|
$385,477
0.17% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,041
shares
|
$385,477
0.02% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
3,023
shares
|
$383,195
0.13% of portfolio
|
Q2 2024
New holding
|