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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,024
shares
|
$129,802
0.09% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$129,295
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,013
shares
|
$128,407
0.1% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$126,760
0.01% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
960
shares
|
$121,689
0.1% of portfolio
|
Q4 2023
Added 57.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
929
shares
|
$117,760
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
917
shares
|
$116,238
0.04% of portfolio
|
Q3 2023
Reduced 7.56%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
911
shares
|
$115,478
0.07% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
907
shares
|
$114,971
0.01% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
900
shares
|
$114,084
0.03% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
899
shares
|
$113,957
0.03% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
896
shares
|
$113,576
0.03% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
881
shares
|
$111,675
0.12% of portfolio
|
Q2 2022
Reduced 35.74%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
880
shares
|
$111,548
0.01% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
868
shares
|
$110,027
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
866
shares
|
$109,774
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
842
shares
|
$106,731
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
842
shares
|
$106,731
0.06% of portfolio
|
Q1 2024
Added 35.15%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
836
shares
|
$105,971
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
825
shares
|
$104,577
0.06% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
825
shares
|
$104,577
0.01% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$102,675
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$102,675
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
800
shares
|
$101,408
0.06% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
800
shares
|
$101,408
0.11% of portfolio
|
Q1 2023
Reduced 20.0%
|