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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
1,764
shares
|
$223,604
0.12% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,760
shares
|
$223,097
0.12% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
1,753
shares
|
$222,210
0.06% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
1,750
shares
|
$221,830
0.11% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,746
shares
|
$221,322
0.02% of portfolio
|
Q2 2021
Added 5.22%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
1,742
shares
|
$220,815
0.06% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
1,736
shares
|
$220,055
0.08% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
1,735
shares
|
$219,928
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,734
shares
|
$219,801
0.11% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
1,731
shares
|
$219,421
0.04% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,698
shares
|
$215,238
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,692
shares
|
$214,477
0.08% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
1,688
shares
|
$213,970
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,687
shares
|
$213,844
0.02% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$213,590
0.06% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,685
shares
|
$213,590
0.1% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,678
shares
|
$212,703
0.03% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
1,674
shares
|
$212,196
0.07% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,668
shares
|
$211,435
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
1,663
shares
|
$210,801
0.01% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,656
shares
|
$209,914
0.09% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
1,651
shares
|
$209,280
0.04% of portfolio
|
Q3 2024
Reduced 21.04%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
1,650
shares
|
$209,154
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,647
shares
|
$208,773
0.16% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
1,640
shares
|
$207,886
0.21% of portfolio
|
Q3 2024
New holding
|