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 |
|---|---|---|---|---|---|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
2,295
shares
|
$290,914
0.09% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
2,294
shares
|
$290,787
0.13% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
2,288
shares
|
$290,026
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
2,284
shares
|
$289,519
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,278
shares
|
$288,759
0.03% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
2,274
shares
|
$288,252
0.16% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
2,270
shares
|
$287,745
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,266
shares
|
$287,238
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
2,263
shares
|
$286,857
0.03% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,260
shares
|
$286,477
0.07% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
2,256
shares
|
$285,970
0.22% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,251
shares
|
$285,336
0.17% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
2,247
shares
|
$284,829
0.1% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
2,245
shares
|
$284,576
0.06% of portfolio
|
Q3 2024
Reduced 80.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,245
shares
|
$284,576
0.04% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
2,216
shares
|
$280,900
0.05% of portfolio
|
Q2 2024
Reduced 10.65%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
2,216
shares
|
$280,900
0.22% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,214
shares
|
$280,646
0.06% of portfolio
|
Q3 2024
Reduced 40.77%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,208
shares
|
$279,886
0.0% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,206
shares
|
$279,632
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,203
shares
|
$279,252
0.11% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,198
shares
|
$278,618
0.04% of portfolio
|
Q3 2024
Reduced 25.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
2,197
shares
|
$278,491
0.1% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
2,190
shares
|
$277,604
0.07% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,183
shares
|
$276,717
0.02% of portfolio
|
Q3 2024
Reduced 7.46%
|