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
- 2,219
- −20 vs. Q4 2023
- Shares held
- 513.1M
- −277.3K (−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
- 841 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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 6,477 | $962.7K | 0.10% | +504+8.4% | Added |
| Fayez Sarofim & Co | 6,509 | $967.4K | 0.00% | −990−13.2% | Reduced |
| Ingalls & Snyder LLC | 6,529 | $970.0K | 0.04% | −506−7.2% | Reduced |
| Syon Capital LLC | 6,528 | $970.3K | 0.09% | +366+5.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,541 | $972.2K | 0.13% | +3,333+103.9% | Added |
| Lakewood Asset Management LLC | 6,576 | $977.4K | 0.66% | +1,152+21.2% | Added |
| Vident Advisory, LLC | 6,595 | $980.3K | 0.02% | −7,179−52.1% | Reduced |
| Alpha DNA Investment Management LLC | 6,620 | $984.0K | 0.54% | +124+1.9% | Added |
| Checchi Capital Advisers, LLC | 6,630 | $985.4K | 0.08% | +451+7.3% | Added |
| SeaCrest Wealth Management, LLC | 6,635 | $986.2K | 0.12% | −558−7.8% | Reduced |
| Marino, Stram & Associates LLC | 6,649 | $988.3K | 0.23% | +501+8.1% | Added |
| Colonial Trust Co | 6,652 | $988.8K | 0.19% | +72+1.1% | Added |
| Pensionmark Financial Group, LLC | 6,662 | $990.1K | 0.14% | −215−3.1% | Reduced |
| Cooper Financial Group | 6,666 | $990.7K | 0.16% | +285+4.5% | Added |
| Castlekeep Investment Advisors LLC | 6,694 | $994.9K | 0.72% | −258−3.7% | Reduced |
| Stableford Capital II LLC | 6,703 | $996.3K | 0.40% | +1,208+22.0% | Added |
| Diligent Investors, LLC | 6,731 | $1.00M | 0.25% | +323+5.0% | Added |
| Legacy Capital Wealth Partners, LLC | 5,131 | $1.00M | 0.71% | −743−12.6% | Reduced |
| AIMZ Investment Advisors, LLC | 6,750 | $1.00M | 0.37% | −500−6.9% | Reduced |
| Intellectus Partners, LLC | 6,767 | $1.01M | 0.26% | +960+16.5% | Added |
| SNS Financial Group, LLC | 6,770 | $1.01M | 0.11% | +12+0.2% | Added |
| Coastal Investment Advisors, Inc. | 6,802 | $1.01M | 0.21% | +637+10.3% | Added |
| Johnson Financial Group, Inc. | 6,810 | $1.01M | 0.05% | +2,342+52.4% | Added |
| Alpha Omega Wealth Management LLC | 6,813 | $1.01M | 0.19% | −175−2.5% | Reduced |
| Cladis Investment Advisory, LLC | 6,892 | $1.02M | 0.75% | +2,825+69.5% | Added |
| Compass Wealth Management LLC | 6,905 | $1.03M | 0.26% | −621−8.3% | Reduced |
| Washington Trust Co | 6,922 | $1.03M | 0.04% | −24−0.3% | Reduced |
| Spears Abacus Advisors LLC | 6,951 | $1.03M | 0.02% | −425−5.8% | Reduced |
| Bridgefront Capital, LLC | 6,979 | $1.04M | 0.79% | +6,979 | New |
| First County Bank | 6,995 | $1.04M | 0.51% | +145+2.1% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.04M | 0.22% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 7,030 | $1.04M | 0.30% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,030 | $1.04M | 0.17% | +4,018+133.4% | Added |
| D.B. Root & Company, LLC | 7,075 | $1.05M | 0.36% | −404−5.4% | Reduced |
| Lazard Asset Management LLC | 7,117 | $1.06M | 0.00% | −1,159−14.0% | Reduced |
| Arden Trust Co | 7,127 | $1.06M | 0.15% | −328−4.4% | Reduced |
| Watts Gwilliam & Co., LLC | 7,163 | $1.06M | 0.33% | +7,163 | New |
| Old Second National Bank of Aurora | 7,132 | $1.06M | 0.28% | +134+1.9% | Added |
| IFP Advisors, Inc | 7,131 | $1.06M | 0.05% | +232+3.4% | Added |
| Clark Capital Management Group, Inc. | 7,149 | $1.06M | 0.01% | −207−2.8% | Reduced |
| Nations Financial Group Inc, | 7,165 | $1.07M | 0.09% | +238+3.4% | Added |
| Probity Advisors, Inc. | 7,168 | $1.07M | 0.22% | +378+5.6% | Added |
| Transamerica Financial Advisors, Inc. | 7,170 | $1.07M | 0.11% | +1,091+17.9% | Added |
| Fiduciary Group LLC | 7,210 | $1.07M | 0.12% | +2,119+41.6% | Added |
| Lincoln Capital LLC | 7,233 | $1.08M | 0.24% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 7,266 | $1.08M | 0.49% | +7,266 | New |
| Private Wealth Strategies, L.L.C. | 7,270 | $1.08M | 0.23% | +75+1.0% | Added |
| Venturi Wealth Management, LLC | 7,276 | $1.08M | 0.07% | +541+8.0% | Added |
| Founders Financial Securities LLC | 7,297 | $1.08M | 0.11% | +271+3.9% | Added |
| Corundum Group, Inc. | 7,309 | $1.09M | 0.52% | +3,102+73.7% | Added |
| Bollard Group LLC | 7,314 | $1.09M | 0.03% | +77+1.1% | Added |
| Howland Capital Management LLC | 7,341 | $1.09M | 0.05% | −4,216−36.5% | Reduced |
| Invesco, LLC | 7,345 | $1.09M | 0.46% | −552−7.0% | Reduced |
| High Net Worth Advisory Group LLC | 7,346 | $1.09M | 0.34% | +558+8.2% | Added |
| Harrington Investments, INC | 7,358 | $1.09M | 0.63% | −45−0.6% | Reduced |
| Arnhold LLC | 7,370 | $1.10M | 0.12% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,384 | $1.10M | 0.04% | −17,286−70.1% | Reduced |
| Taylor Hoffman Wealth Management | 7,403 | $1.10M | 0.47% | −56−0.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,424 | $1.10M | 0.28% | +5+0.1% | Added |
| First Citizens Bank & Trust Co | 7,456 | $1.11M | 0.02% | +2,244+43.1% | Added |
| Moloney Securities Asset Management, LLC | 7,495 | $1.11M | 0.17% | −817−9.8% | Reduced |
| OV Management LLC | 7,500 | $1.11M | 0.81% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,505 | $1.12M | 0.41% | −341−4.3% | Reduced |
| Wolff Financial Management LLC | 7,515 | $1.12M | 0.33% | −101−1.3% | Reduced |
| First Hawaiian Bank | 7,528 | $1.12M | 0.03% | −4,683−38.4% | Reduced |
| LS Investment Advisors, LLC | 7,540 | $1.12M | 0.18% | +1,540+25.7% | Added |
| TFG Advisers LLC | 7,567 | $1.12M | 0.44% | −74−1.0% | Reduced |
| Essex Savings Bank | 7,174 | $1.13M | 0.33% | 00.0% | Unchanged |
| Trust Co of Virginia | 7,645 | $1.14M | 0.11% | −15−0.2% | Reduced |
| Cigna Investments Inc | 7,681 | $1.14M | 0.22% | −41−0.5% | Reduced |
| Harbour Trust & Investment Management Co | 7,697 | $1.14M | 0.14% | −470−5.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,745 | $1.15M | 0.05% | −5,920−43.3% | Reduced |
| TrinityPoint Wealth, LLC | 7,753 | $1.15M | 0.19% | −2,813−26.6% | Reduced |
| Csenge Advisory Group | 7,781 | $1.16M | 0.06% | −222−2.8% | Reduced |
| Strategic Blueprint, LLC | 7,786 | $1.16M | 0.08% | +653+9.2% | Added |
| Clean Yield Group | 7,802 | $1.16M | 0.45% | +6,781+664.2% | Added |
| Cedrus LLC | 7,837 | $1.16M | 0.64% | +3,891+98.6% | Added |
| Westover Capital Advisors, LLC | 7,888 | $1.17M | 0.34% | −15,223−65.9% | Reduced |
| Silvant Capital Management LLC | 7,893 | $1.17M | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,897 | $1.17M | 0.09% | +951+13.7% | Added |
| Longfellow Investment Management Co LLC | 7,900 | $1.17M | 0.27% | +3,163+66.8% | Added |
| Intrust Bank NA | 7,906 | $1.18M | 0.13% | −221−2.7% | Reduced |
| Raleigh Capital Management Inc. | 7,914 | $1.18M | 0.51% | −926−10.5% | Reduced |
| Fiduciary Trust Co | 7,918 | $1.18M | 0.02% | −688−8.0% | Reduced |
| Panagora Asset Management Inc | 7,939 | $1.18M | 0.01% | −10.0% | Reduced |
| Symmetry Partners, LLC | 7,979 | $1.19M | 0.09% | −628−7.3% | Reduced |
| Amplius Wealth Advisors, LLC | 7,983 | $1.19M | 0.13% | −90−1.1% | Reduced |
| Bigelow Investment Advisors, LLC | 7,991 | $1.19M | 0.58% | +41+0.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.19M | 0.37% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,012 | $1.19M | 0.04% | −212−2.6% | Reduced |
| Cubist Systematic Strategies, LLC | 8,029 | $1.19M | 0.01% | +8,029 | New |
| MSH Capital Advisors LLC | 8,042 | $1.20M | 0.42% | −145−1.8% | Reduced |
| Carmel Capital Partners, LLC | 8,066 | $1.20M | 0.50% | +6,219+336.7% | Added |
| Keystone Financial Group | 8,099 | $1.20M | 0.18% | +692+9.3% | Added |
| TCM Advisors, LLC | – | $1.20M | 0.95% | – | – |
| Pittenger & Anderson Inc | 8,103 | $1.20M | 0.05% | +414+5.4% | Added |
| CRA Financial Services, LLC | 8,180 | $1.22M | 0.26% | +248+3.1% | Added |
| Norway Savings Bank | 8,181 | $1.22M | 0.51% | −1,441−15.0% | Reduced |
| BKD Wealth Advisors, LLC | 8,203 | $1.22M | 0.03% | −285−3.4% | Reduced |
| Regal Investment Advisors LLC | 8,225 | $1.22M | 0.08% | +1,517+22.6% | Added |