United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.

13F holders, Q1 2024

Institutional positions in United Parcel Service Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 2,220; −20 vs. Q4 2023
Shares held: 513.1M; −277.5K (−0.1%) vs. Q4 2023
Total value: $76.3B; −$4.44B (−5.5%) vs. Q4 2023
New holders: 152; 986 more added
Sold out: 172; 842 more reduced

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 2,220 institutions

Value heldQ1 2024: $76.3B

Institutions holding UPS and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,147	$57.3B
Q1 2026	2,120	$49.4B
Q4 2025	2,125	$50.2B
Q3 2025	1,950	$39.4B
Q2 2025	2,116	$50.4B
Q1 2025	2,202	$55.4B
Q4 2024	2,293	$64.8B
Q3 2024	2,169	$69.9B
Q2 2024	2,182	$71.0B
Q1 2024	2,220	$76.3B
Q4 2023	2,269	$80.8B
Q3 2023	2,210	$78.9B
Q2 2023	2,258	$91.0B
Q1 2023	2,267	$100.1B
Q4 2022	2,237	$89.6B
Q3 2022	2,131	$83.8B
Q2 2022	2,152	$95.3B
Q1 2022	2,243	$110.0B
Q4 2021	2,235	$108.2B
Q3 2021	1,984	$91.7B
Q2 2021	2,018	$104.6B
Q1 2021	1,966	$84.2B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2023.

Institutions holding UPS in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$13	0.00%	0	Unchanged
Belmont Capital, LLC	1	$186	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	2	$350	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	3	$446	0.00%	00.0%	Unchanged
State of Wyoming	6	$892	0.00%	−569−99.0%	Reduced
Frazier Financial Advisors, LLC	6	$892	0.00%	00.0%	Unchanged
Fairman Group, LLC	6	$892	0.00%	00.0%	Unchanged
Global Assets Advisory, LLC	134,759	$913	0.04%	+134,759	New
Rakuten Securities, Inc.	10	$1.49K	0.00%	−529−98.1%	Reduced
Kozak & Associates, Inc.	11	$1.67K	0.00%	00.0%	Unchanged
Orion Capital Management LLC	14	$2.08K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	17	$2.53K	0.00%	−2−10.5%	Reduced
Global Wealth Strategies & Associates	17	$2.53K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	20	$2.97K	0.00%	−32−61.5%	Reduced
Bradley & Co. Private Wealth Management, LLC	21	$3.12K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	24	$3.55K	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	25	$3.64K	0.00%	+1+4.2%	Added
Lowe Wealth Advisors, LLC	25	$3.72K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	25	$3.72K	0.00%	00.0%	Unchanged
Custom Portfolio Group LLC	25	$3.72K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	25	$3.72K	0.00%	00.0%	Unchanged
Hoese & Co LLP	26	$3.85K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	26	$3.87K	0.00%	+21+420.0%	Added
Activest Wealth Management	27	$3.98K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	27	$4.00K	0.00%	−34−55.7%	Reduced
Marquette Asset Management, LLC	28	$4.16K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	28	$4.16K	0.00%	00.0%	Unchanged
Howard Capital Management Group, LLC	28	$4.16K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	29	$4.31K	0.00%	+29	New
Newton One Investments LLC	30	$4.49K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	31	$4.61K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	31	$4.61K	0.00%	+20+181.8%	Added
Lam Group, Inc.	34	$5.05K	0.00%	00.0%	Unchanged
Tributary Capital Management, LLC	37	$5.50K	0.00%	+37	New
Legend Financial Advisors, Inc.	38	$5.65K	0.00%	00.0%	Unchanged
Estabrook Capital Management	40	$5.95K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	42	$6.24K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	43	$6.39K	0.01%	+43	New
Hoey Investments, Inc	45	$6.69K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	45	$6.69K	0.00%	+4+9.8%	Added
Clear Point Advisors Inc.	45	$6.75K	0.01%	00.0%	Unchanged
Cutler Group LP	50	$7.00K	0.00%	+50	New
Carolina Wealth Advisors, LLC	50	$7.43K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$7.43K	0.00%	−95−65.5%	Reduced
Atlantic Edge Private Wealth Management, LLC	50	$7.43K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	50	$7.43K	0.00%	+5+11.1%	Added
Pension & Wealth Management Advisors, Inc.	53	$7.88K	0.01%	−295−84.8%	Reduced
HighMark Wealth Management LLC	54	$8.01K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	57	$8.51K	0.00%	00.0%	Unchanged
Dakota Community Bank & Trust NA	60	$8.92K	0.05%	00.0%	Unchanged
Centerpoint Advisors, LLC	60	$9.00K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	62	$9.21K	0.01%	+2+3.3%	Added
Insight Financial Services	65	$9.66K	0.01%	00.0%	Unchanged
True Wealth Design, LLC	66	$9.84K	0.00%	+9+15.8%	Added
FSC Wealth Advisors, LLC	70	$10.4K	0.01%	−1−1.4%	Reduced
Eukles Asset Management	73	$10.8K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	74	$11.6K	0.01%	00.0%	Unchanged
Moser Wealth Advisors, LLC	79	$11.7K	0.01%	00.0%	Unchanged
Citizens National Bank Trust Department	80	$11.9K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	83	$12.3K	0.00%	+17+25.8%	Added
BOK Financial Private Wealth, Inc.	83	$12.3K	0.00%	+83	New
Provenance Wealth Advisors, LLC	84	$12.5K	0.00%	+13+18.3%	Added
Gables Capital Management Inc.	86	$12.8K	0.01%	00.0%	Unchanged
Burkett Financial Services, LLC	88	$13.0K	0.01%	+1+1.1%	Added
Louisbourg Investments Inc.	90	$13.4K	0.00%	−700−88.6%	Reduced
Ruedi Wealth Management, Inc.	90	$13.4K	0.01%	+90	New
Partnership Wealth Management, LLC	92	$13.7K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	92	$13.7K	0.00%	+10+12.2%	Added
Evolution Advisers, Inc.	89	$14.0K	0.01%	00.0%	Unchanged
Quarry LP	97	$14.4K	0.01%	−421−81.3%	Reduced
Investment Research & Advisory Group, Inc.	100	$14.9K	0.01%	−6,671−98.5%	Reduced
Ritter Daniher Financial Advisory LLC	100	$14.9K	0.00%	00.0%	Unchanged
Richardson Capital Management LLC	100	$14.9K	0.01%	+100	New
Pineridge Advisors LLC	103	$15.3K	0.01%	−96−48.2%	Reduced
AllSquare Wealth Management LLC	104	$15.5K	0.01%	00.0%	Unchanged
Meeder Asset Management Inc	106	$15.8K	0.00%	+106	New
Pin Oak Investment Advisors Inc	110	$16.0K	0.02%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	108	$16.1K	0.00%	+108	New
Thompson Investment Management, Inc.	109	$16.2K	0.00%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	113	$16.9K	0.00%	00.0%	Unchanged
Caitlin John, LLC	115	$17.0K	0.01%	−11−8.7%	Reduced
Transcendent Capital Group LLC	122	$18.1K	0.01%	−940−88.5%	Reduced
Centennial Bank	124	$18.4K	0.01%	−29−19.0%	Reduced
Financial Freedom, LLC	125	$18.6K	0.01%	00.0%	Unchanged
Main Street Group, LTD	129	$19.1K	0.01%	+13+11.2%	Added
First Community Trust NA	129	$19.2K	0.02%	00.0%	Unchanged
DB Fitzpatrick & Co, Inc	129	$19.2K	0.02%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	130	$19.3K	0.00%	+125+2,500.0%	Added
Tidemark, LLC	135	$20.0K	0.01%	+1+0.7%	Added
Private Wealth Management Group, LLC	139	$20.7K	0.01%	+18+14.9%	Added
Hanson & Doremus Investment Management	138	$21.0K	0.00%	−341−71.2%	Reduced
Coston, McIsaac & Partners	146	$21.0K	0.01%	00.0%	Unchanged
FNY Investment Advisers, LLC	150	$22.0K	0.01%	+150	New
PrairieView Partners, LLC	150	$23.0K	0.00%	00.0%	Unchanged
Retirement Group, LLC	156	$23.2K	0.01%	+101+183.6%	Added
Red Tortoise LLC	156	$23.2K	0.01%	+156	New
WR Wealth Planners, LLC	157	$23.3K	0.01%	+157	New
Mma Asset Management LLC	161	$23.9K	0.01%	+161	New
Bell Investment Advisors, Inc	165	$24.5K	0.00%	+8+5.1%	Added
Oliver Lagore Vanvalin Investment Group	166	$24.7K	0.01%	+113+213.2%	Added