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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
109
shares
|
$13,437
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
108
shares
|
$13,314
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
104
shares
|
$12,821
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$12,328
0.01% of portfolio
|
Q1 2024
Reduced 98.52%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
100
shares
|
$12,328
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
100
shares
|
$12,328
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
97
shares
|
$11,958
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
91
shares
|
$11,218
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
90
shares
|
$11,095
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
90
shares
|
$11,095
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
87
shares
|
$10,725
0.02% of portfolio
|
Q2 2022
Added 64.15%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
86
shares
|
$10,602
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
86
shares
|
$10,602
0.01% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
83
shares
|
$10,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
83
shares
|
$10,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
80
shares
|
$9,862
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
80
shares
|
$9,862
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
79
shares
|
$9,739
0.01% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
79
shares
|
$9,739
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
79
shares
|
$9,739
0.0% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
75
shares
|
$9,246
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
73
shares
|
$8,999
0.0% of portfolio
|
Q3 2022
Added 143.33%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
72
shares
|
$8,876
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
71
shares
|
$8,752
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
68
shares
|
$8,383
0.0% of portfolio
|
Q3 2024
Reduced 18.07%
|