United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Access Investment Management LLC | 5,100 | $758.0K | 0.25% | 00.0% | Unchanged |
| Community Trust & Investment Co | 5,101 | $758.2K | 0.05% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,113 | $760.0K | 0.20% | +1,000+24.3% | Added |
| Paragon Private Wealth Management, LLC | 5,117 | $760.5K | 0.45% | −434−7.8% | Reduced |
| Wealthspire Advisors, LLC | 5,167 | $768.0K | 0.01% | −526−9.2% | Reduced |
| Lake Street Advisors Group, LLC | 5,182 | $770.2K | 0.04% | +378+7.9% | Added |
| Precedent Wealth Partners, LLC | 5,196 | $772.3K | 0.33% | +569+12.3% | Added |
| Boyd Watterson Asset Management LLC | 5,226 | $776.7K | 0.28% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,234 | $777.9K | 0.04% | +8+0.2% | Added |
| Patrick Mauro Investment Advisor, INC. | 5,240 | $778.8K | 0.44% | −1,470−21.9% | Reduced |
| Quadrant Capital Group LLC | 5,249 | $780.2K | 0.06% | −533−9.2% | Reduced |
| Imprint Wealth LLC | 5,298 | $782.2K | 0.19% | +611+13.0% | Added |
| Cetera Trust Company, N.A | 5,274 | $783.9K | 0.47% | −65−1.2% | Reduced |
| Westpac Banking Corp | 5,300 | $787.7K | 0.06% | +428+8.8% | Added |
| JT Stratford LLC | 5,331 | $792.3K | 0.16% | −135−2.5% | Reduced |
| Tyche Wealth Partners LLC | 5,366 | $797.5K | 0.20% | −638−10.6% | Reduced |
| Berkshire Asset Management LLC | 5,392 | $801.0K | 0.04% | −282−5.0% | Reduced |
| Chicago Trust Co NA | 5,411 | $804.2K | 0.17% | −1,873−25.7% | Reduced |
| David Loasby | 5,348 | $805.3K | 0.08% | +305+6.0% | Added |
| Transcend Wealth Collective, LLC | 5,431 | $807.2K | 0.06% | +1,924+54.9% | Added |
| Lindbrook Capital, LLC | 5,435 | $807.8K | 0.08% | −94−1.7% | Reduced |
| Capital Asset Advisory Services LLC | 5,343 | $808.7K | 0.05% | −388−6.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,440 | $809.0K | 0.64% | +245+4.7% | Added |
| Bangor Savings Bank | 5,446 | $809.4K | 0.08% | +127+2.4% | Added |
| Baker Tilly Wealth Management, LLC | 5,474 | $813.6K | 0.15% | +357+7.0% | Added |
| American National Bank & Trust Co | 5,485 | $815.2K | 0.19% | +5,485 | New |
| Bank of Hawaii | 5,503 | $817.9K | 0.04% | −87−1.6% | Reduced |
| Hutner Capital Management Inc | 5,506 | $818.4K | 0.44% | −109−1.9% | Reduced |
| Hilltop Partners LLC | 5,528 | $821.6K | 0.29% | +669+13.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,557 | $825.9K | 0.75% | +5,557 | New |
| Capital Square, LLC | 5,557 | $826.0K | 0.58% | +556+11.1% | Added |
| Centaurus Financial, Inc. | 5,575 | $829.0K | 0.06% | −258−4.4% | Reduced |
| Heritage Wealth Advisors | 5,594 | $831.4K | 0.04% | −1,459−20.7% | Reduced |
| Greenland Capital Management LP | 5,600 | $832.3K | 0.14% | +5,600 | New |
| Guardian Capital Advisors LP | 5,865 | $834.3K | 0.09% | −990−14.4% | Reduced |
| Patriot Investment Management Inc. | 5,629 | $836.6K | 0.07% | −481−7.9% | Reduced |
| Essex Financial Services, Inc. | 5,631 | $836.9K | 0.08% | +441+8.5% | Added |
| Harbor Investment Advisory, LLC | 5,631 | $836.9K | 0.09% | +2,935+108.9% | Added |
| Pettyjohn, Wood & White, Inc | 5,642 | $838.6K | 0.17% | −95−1.7% | Reduced |
| Proequities, Inc. | 5,722 | $850.5K | 0.05% | +751+15.1% | Added |
| Traynor Capital Management, Inc. | 5,726 | $851.0K | 0.08% | −14−0.2% | Reduced |
| Norden Group LLC | 5,756 | $855.5K | 0.17% | +1,401+32.2% | Added |
| LCNB Corp | 5,771 | $857.7K | 0.31% | −86−1.5% | Reduced |
| Reuter James Wealth Management, LLC | 5,775 | $858.3K | 0.60% | −92−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,779 | $859.0K | 0.10% | −2,361−29.0% | Reduced |
| Investors Research Corp | 5,789 | $860.4K | 0.20% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,790 | $860.6K | 0.61% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,791 | $860.7K | 0.05% | −5,520−48.8% | Reduced |
| Barden Capital Management, Inc. | 5,793 | $861.0K | 0.83% | −2,025−25.9% | Reduced |
| Northstar Group, Inc. | 5,814 | $864.1K | 0.17% | +13+0.2% | Added |
| Financial Advocates Investment Management | 5,838 | $867.7K | 0.05% | +97+1.7% | Added |
| Keudell/Morrison Wealth Management | 5,846 | $868.9K | 0.26% | +988+20.3% | Added |
| Schnieders Capital Management LLC | 5,853 | $869.9K | 0.18% | −836−12.5% | Reduced |
| Ontario Teachers Pension Plan Board | 5,853 | $869.9K | 0.01% | +1,958+50.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,856 | $870.4K | 0.10% | +2,732+87.5% | Added |
| Encompass Wealth Advisors, LLC | 5,862 | $871.3K | 0.23% | +2,695+85.1% | Added |
| Boston Financial Mangement LLC | 5,863 | $871.5K | 0.03% | −77−1.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,869 | $872.3K | 0.36% | +647+12.4% | Added |
| First Horizon Advisors, Inc. | 5,881 | $874.2K | 0.03% | −706−10.7% | Reduced |
| DeDora Capital, Inc. | 5,882 | $874.2K | 0.28% | +949+19.2% | Added |
| Choate Investment Advisors | 5,894 | $876.0K | 0.02% | +592+11.2% | Added |
| Berkeley Capital Partners, LLC | 5,921 | $880.0K | 0.27% | +5,921 | New |
| Byrne Asset Management LLC | – | $884.2K | 0.61% | – | – |
| Impact Partnership Wealth, LLC | 5,984 | $889.4K | 0.35% | +4,543+315.3% | Added |
| Missouri Trust & Investment Co | 5,985 | $889.6K | 0.34% | +473+8.6% | Added |
| Benjamin Edwards Inc | 5,987 | $890.0K | 0.18% | −159−2.6% | Reduced |
| Convergence Investment Partners, LLC | 5,987 | $890.0K | 0.34% | +4,520+308.1% | Added |
| Investors Asset Management of Georgia Inc | 5,997 | $891.3K | 0.42% | +805+15.5% | Added |
| Main Street Financial Solutions, LLC | 5,999 | $891.6K | 0.10% | +461+8.3% | Added |
| Archford Capital Strategies, LLC | 6,001 | $891.9K | 0.15% | −646−9.7% | Reduced |
| Tradewinds Capital Management, LLC | 6,035 | $896.9K | 0.25% | +10.0% | Added |
| Affinity Wealth Management LLC | 6,046 | $898.6K | 0.17% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,056 | $900.0K | 0.07% | −1,427−19.1% | Reduced |
| Fortem Financial Group, LLC | 6,072 | $902.5K | 0.40% | +900+17.4% | Added |
| First Financial Bank - Trust Division | 6,100 | $906.6K | 0.09% | −358−5.5% | Reduced |
| Fundamentun, LLC | 6,104 | $907.4K | 0.09% | −1,966−24.4% | Reduced |
| Mayflower Financial Advisors, LLC | 6,114 | $908.7K | 0.15% | −79,866−92.9% | Reduced |
| 1st Source Bank | 6,139 | $912.4K | 0.05% | −150−2.4% | Reduced |
| Mendel Money Management | 6,211 | $923.1K | 0.43% | +519+9.1% | Added |
| Rothschild Investment LLC | 6,230 | $926.0K | 0.07% | −114−1.8% | Reduced |
| Gsa Capital Partners LLP | 6,235 | $927.0K | 0.07% | +4,056+186.1% | Added |
| First United Bank Trust | 6,245 | $928.2K | 0.34% | −346−5.2% | Reduced |
| Constitution Capital LLC | 6,264 | $931.0K | 0.53% | −200−3.1% | Reduced |
| Wrapmanager Inc | 6,276 | $932.8K | 0.26% | −4,036−39.1% | Reduced |
| World Equity Group, Inc. | 6,296 | $935.8K | 0.19% | +2,352+59.6% | Added |
| Ronald Blue Trust, Inc. | 6,299 | $936.2K | 0.01% | +205+3.4% | Added |
| Family Asset Management, LLC | 6,304 | $937.0K | 0.59% | 00.0% | Unchanged |
| Brown Capital Management LLC | 6,312 | $938.2K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 6,338 | $942.0K | 0.12% | +43+0.7% | Added |
| Legacy Financial Advisors, Inc. | 6,339 | $942.2K | 0.17% | −620−8.9% | Reduced |
| Central Bank & Trust Co | 6,362 | $945.5K | 0.13% | +420+7.1% | Added |
| SevenBridge Financial Group, LLC | 6,458 | $945.6K | 0.21% | −723−10.1% | Reduced |
| Summit Trail Advisors, LLC | 6,387 | $949.3K | 0.03% | +1,685+35.8% | Added |
| Kovitz Investment Group Partners, LLC | 6,392 | $950.1K | 0.01% | +4,307+206.6% | Added |
| Aviance Capital Partners, LLC | 6,394 | $950.3K | 0.14% | +6,394 | New |
| Catalyst Funds Management Pty Ltd | 6,400 | $951.2K | 0.27% | +6,400 | New |
| Gleason Group, Inc. | 6,419 | $954.0K | 0.20% | +68+1.1% | Added |
| Belpointe Asset Management LLC | 6,426 | $955.2K | 0.07% | −1,214−15.9% | Reduced |
| Trust Investment Advisors | 6,428 | $955.4K | 0.69% | +46+0.7% | Added |
| RFG Advisory, LLC | 6,459 | $959.9K | 0.03% | +2,149+49.9% | Added |