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 |
|---|---|---|---|---|---|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
2,056
shares
|
$260,618
0.07% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,053
shares
|
$260,238
0.11% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,046
shares
|
$259,350
0.05% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
2,045
shares
|
$259,224
0.1% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
2,040
shares
|
$258,590
0.04% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
2,040
shares
|
$258,590
0.11% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
2,038
shares
|
$258,336
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,035
shares
|
$257,956
0.05% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
2,033
shares
|
$257,703
0.05% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,029
shares
|
$257,196
0.05% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,025
shares
|
$256,689
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
2,021
shares
|
$256,181
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
2,020
shares
|
$256,055
0.15% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,010
shares
|
$254,787
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
2,009
shares
|
$254,660
0.22% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,008
shares
|
$254,534
0.19% of portfolio
|
Q4 2022
Added 7.21%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,006
shares
|
$254,280
0.05% of portfolio
|
Q2 2024
Reduced 36.58%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,005
shares
|
$254,153
0.07% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
2,002
shares
|
$253,773
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$253,520
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$253,520
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$253,520
0.18% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
1,996
shares
|
$253,012
0.04% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,995
shares
|
$252,886
0.08% of portfolio
|
Q3 2024
Reduced 28.8%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
1,995
shares
|
$252,886
0.04% of portfolio
|
Q3 2023
New holding
|