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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,640
shares
|
$207,886
0.05% of portfolio
|
Q3 2024
Reduced 41.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,638
shares
|
$207,632
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
1,638
shares
|
$207,632
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
1,637
shares
|
$207,506
0.19% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,636
shares
|
$207,379
0.02% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,635
shares
|
$207,252
0.02% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
1,629
shares
|
$206,492
0.12% of portfolio
|
Q3 2024
Reduced 45.84%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,624
shares
|
$205,858
0.1% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,624
shares
|
$205,858
0.1% of portfolio
|
Q3 2024
Reduced 42.1%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,618
shares
|
$205,097
0.12% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,614
shares
|
$204,590
0.03% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
1,612
shares
|
$204,337
0.02% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,600
shares
|
$202,816
0.02% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
1,600
shares
|
$202,816
0.02% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
1,600
shares
|
$202,816
0.05% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,600
shares
|
$202,816
0.12% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
1,598
shares
|
$202,562
0.09% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,595
shares
|
$202,182
0.23% of portfolio
|
Q1 2023
Added 0.89%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
1,581
shares
|
$200,407
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
1,581
shares
|
$200,407
0.01% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,577
shares
|
$199,900
0.04% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
1,573
shares
|
$199,393
0.0% of portfolio
|
Q3 2024
Reduced 42.44%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
1,569
shares
|
$198,886
0.1% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,569
shares
|
$198,886
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,565
shares
|
$198,379
0.02% of portfolio
|
Q3 2024
Added 0.13%
|