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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,674
shares
|
$338,956
0.05% of portfolio
|
Q3 2024
Added 49.47%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,674
shares
|
$338,956
0.24% of portfolio
|
Q2 2022
Added 1.71%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
2,668
shares
|
$338,195
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
2,668
shares
|
$338,195
0.14% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
2,661
shares
|
$337,308
0.26% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
2,661
shares
|
$337,308
0.35% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,658
shares
|
$336,928
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,656
shares
|
$336,674
0.1% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
2,652
shares
|
$336,167
0.04% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
2,646
shares
|
$335,406
0.07% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
2,645
shares
|
$335,280
0.17% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,641
shares
|
$334,773
0.21% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
2,635
shares
|
$334,012
0.24% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,627
shares
|
$332,998
0.05% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
2,625
shares
|
$332,745
0.08% of portfolio
|
Q3 2024
Reduced 57.9%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
2,622
shares
|
$332,364
0.01% of portfolio
|
Q1 2024
Added 1.35%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
2,622
shares
|
$332,364
0.03% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
2,612
shares
|
$331,097
0.08% of portfolio
|
Q3 2024
Added 30.8%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
2,609
shares
|
$330,716
0.32% of portfolio
|
Q3 2024
Added 239.27%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,603
shares
|
$329,956
0.05% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,603
shares
|
$329,956
0.1% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
2,601
shares
|
$329,702
0.18% of portfolio
|
Q3 2024
Reduced 54.93%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2024 Q3 2024 |
2,600
shares
|
$329,576
0.09% of portfolio
|
Q4 2018
Reduced 6.98%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,585
shares
|
$327,674
0.82% of portfolio
|
Q3 2022
Added 12.05%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,584
shares
|
$327,547
0.07% of portfolio
|
Q3 2024
Reduced 10.9%
|