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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
516
shares
|
$65,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
513
shares
|
$65,027
0.02% of portfolio
|
Q1 2022
Reduced 29.24%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
507
shares
|
$64,267
0.04% of portfolio
|
Q2 2024
Reduced 84.91%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
503
shares
|
$63,760
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
502
shares
|
$63,633
0.03% of portfolio
|
Q3 2024
Reduced 37.41%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
500
shares
|
$63,380
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
497
shares
|
$62,999
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
488
shares
|
$61,858
0.02% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
478
shares
|
$60,591
0.01% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
462
shares
|
$58,563
0.03% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
454
shares
|
$57,549
0.01% of portfolio
|
Q1 2024
Reduced 22.79%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
452
shares
|
$57,295
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
448
shares
|
$56,788
0.0% of portfolio
|
Q3 2024
Reduced 98.26%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
446
shares
|
$56,534
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
445
shares
|
$56,408
0.01% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
440
shares
|
$55,774
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
439
shares
|
$55,647
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
428
shares
|
$54,253
0.02% of portfolio
|
Q1 2024
Added 2.39%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
404
shares
|
$51,211
0.01% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
403
shares
|
$51,084
0.04% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
400
shares
|
$50,704
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
393
shares
|
$49,816
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
383
shares
|
$48,549
0.01% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
380
shares
|
$48,168
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
380
shares
|
$48,168
0.01% of portfolio
|
Q3 2024
New holding
|