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 |
|---|---|---|---|---|---|
| Wealth Group, Ltd. | 8,241 | $1.23M | 0.92% | +8,241 | New |
| Trust Co of Vermont | 8,339 | $1.24M | 0.07% | +571+7.4% | Added |
| Duff & Phelps Investment Management Co | 8,340 | $1.24M | 0.01% | +340+4.3% | Added |
| Dakota Wealth Management | 8,377 | $1.25M | 0.03% | −332−3.8% | Reduced |
| Alaethes Wealth LLC | 8,402 | $1.25M | 0.55% | +298+3.7% | Added |
| SPC Financial, Inc. | 8,405 | $1.25M | 0.12% | +2,868+51.8% | Added |
| Perpetual Ltd | 8,407 | $1.25M | 0.01% | +486+6.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,450 | $1.26M | 0.90% | +613+7.8% | Added |
| Stiles Financial Services Inc | 8,452 | $1.26M | 0.50% | +545+6.9% | Added |
| Capital Investment Advisory Services, LLC | 8,455 | $1.26M | 0.13% | −1,452−14.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 8,457 | $1.26M | 1.15% | −70−0.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,479 | $1.26M | 0.12% | −6−0.1% | Reduced |
| Advance Capital Management, Inc. | 8,490 | $1.26M | 0.09% | −340−3.9% | Reduced |
| Pacific Global Investment Management CO | 8,497 | $1.26M | 0.24% | −235−2.7% | Reduced |
| Quadcap Wealth Management, LLC | 8,517 | $1.27M | 0.29% | −573−6.3% | Reduced |
| Private Portfolio Partners LLC | 8,519 | $1.27M | 0.26% | +447+5.5% | Added |
| Cornerstone Wealth Management, LLC | 8,538 | $1.27M | 0.10% | +73+0.9% | Added |
| Financial Consulate, Inc | 8,549 | $1.27M | 0.38% | +8,549 | New |
| Applied Capital LLC | 8,584 | $1.28M | 1.04% | +381+4.6% | Added |
| Robertson Stephens Wealth Management, LLC | 8,604 | $1.28M | 0.07% | +503+6.2% | Added |
| Voya Financial Advisors, Inc. | 8,682 | $1.28M | 0.15% | +339+4.1% | Added |
| Buckingham Strategic Partners | 8,714 | $1.30M | 0.04% | +2,342+36.8% | Added |
| Galvin, Gaustad & Stein, LLC | 8,736 | $1.30M | 0.12% | −471−5.1% | Reduced |
| Weaver Capital Management LLC | 8,805 | $1.31M | 0.45% | +2,983+51.2% | Added |
| Aptus Capital Advisors, LLC | 8,861 | $1.32M | 0.03% | +1,825+25.9% | Added |
| Entropy Technologies, LP | 8,895 | $1.32M | 0.14% | −2,178−19.7% | Reduced |
| Two Sigma Securities, LLC | 8,940 | $1.33M | 0.06% | +8,940 | New |
| Meeder Advisory Services, Inc. | 8,960 | $1.33M | 0.14% | +12+0.1% | Added |
| Capital International Inc | 8,991 | $1.34M | 0.02% | +866+10.7% | Added |
| Eqis Capital Management, Inc. | 9,024 | $1.34M | 0.11% | −1,041−10.3% | Reduced |
| SOA Wealth Advisors, LLC. | 9,024 | $1.34M | 0.28% | +30.0% | Added |
| Mirabaud Asset Management Ltd | 9,028 | $1.34M | 0.54% | +3,935+77.3% | Added |
| BlueCrest Capital Management Ltd | 9,055 | $1.35M | 0.33% | +1,147+14.5% | Added |
| Canandaigua National Bank & Trust Co | 9,096 | $1.35M | 0.20% | −737−7.5% | Reduced |
| Moody National Bank Trust Division | 9,113 | $1.35M | 0.11% | +71+0.8% | Added |
| Accordant Advisory Group Inc | 9,141 | $1.36M | 1.02% | +9,141 | New |
| Hexagon Capital Partners LLC | 9,142 | $1.36M | 0.30% | +525+6.1% | Added |
| Ridgewood Investments LLC | 9,161 | $1.36M | 0.72% | +1,688+22.6% | Added |
| WSFS Capital Management, LLC | 9,201 | $1.37M | 0.08% | +3,367+57.7% | Added |
| Jones Financial Companies LLLP | 9,228 | $1.37M | 0.00% | +4,805+108.6% | Added |
| TCG Advisory Services, LLC | 9,308 | $1.38M | 0.08% | +1,662+21.7% | Added |
| First Bank & Trust | 9,313 | $1.38M | 0.29% | +799+9.4% | Added |
| Court Place Advisors, LLC | 9,351 | $1.39M | 0.45% | −1,816−16.3% | Reduced |
| Brown Miller Wealth Management, LLC | 9,397 | $1.40M | 0.62% | +899+10.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 9,425 | $1.40M | 0.90% | −475−4.8% | Reduced |
| Parsons Capital Management Inc | 9,451 | $1.40M | 0.10% | −830−8.1% | Reduced |
| Van Hulzen Asset Management, LLC | 9,495 | $1.41M | 0.09% | −120−1.2% | Reduced |
| Ascension Asset Management LLC | 9,508 | $1.41M | 0.76% | +9,508 | New |
| ForthRight Wealth Management, LLC | 9,534 | $1.42M | 0.51% | −140−1.4% | Reduced |
| AMG National Trust Bank | 9,568 | $1.42M | 0.04% | +421+4.6% | Added |
| Access Financial Services, Inc. | 9,603 | $1.43M | 0.64% | −24−0.2% | Reduced |
| Old National Bancorp | 9,619 | $1.43M | 0.03% | −678−6.6% | Reduced |
| Harvest Investment Advisors, LLC | 9,635 | $1.43M | 1.07% | +9,635 | New |
| Independent Financial Group, LLC | 9,677 | $1.44M | 0.07% | +1,171+13.8% | Added |
| Farther Finance Advisors, LLC | 9,754 | $1.44M | 0.09% | +3,089+46.3% | Added |
| Moneywise, Inc. | 9,688 | $1.44M | 0.78% | 00.0% | Unchanged |
| Garner Asset Management Corp | 9,718 | $1.44M | 0.74% | +370+4.0% | Added |
| Jump Financial, LLC | 9,724 | $1.45M | 0.04% | +6,548+206.2% | Added |
| Qsemble Capital Management, LP | 9,731 | $1.45M | 0.32% | −10,107−50.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.45M | 0.97% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,774 | $1.45M | 0.14% | +192+2.0% | Added |
| McKinley Carter Wealth Services, Inc. | 9,771 | $1.45M | 0.10% | +658+7.2% | Added |
| Aberdeen Wealth Management LLC | 9,778 | $1.45M | 0.85% | +278+2.9% | Added |
| Carson Advisory Inc. | 9,820 | $1.46M | 1.03% | +845+9.4% | Added |
| Matrix Trust Co | 9,845 | $1.46M | 0.33% | −449−4.4% | Reduced |
| Summit X, LLC | 9,866 | $1.47M | 0.38% | +755+8.3% | Added |
| Paralel Advisors LLC | 9,869 | $1.47M | 0.07% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 9,877 | $1.47M | 0.09% | −190−1.9% | Reduced |
| Cim, LLC | 9,892 | $1.47M | 0.22% | +93+0.9% | Added |
| Argent Advisors, Inc. | 9,935 | $1.48M | 0.58% | +1,111+12.6% | Added |
| Cullen Investment Group, Ltd. | 9,921 | $1.48M | 0.23% | +68+0.7% | Added |
| Neville Rodie & Shaw Inc | 9,985 | $1.48M | 0.11% | −360−3.5% | Reduced |
| Cora Capital Advisors LLC | 9,990 | $1.48M | 0.79% | −148−1.5% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.49M | 0.14% | 00.0% | Unchanged |
| Little House Capital LLC | 10,028 | $1.49M | 0.49% | +6,877+218.2% | Added |
| Valley National Advisers Inc | 10,098 | $1.50M | 0.23% | +5,914+141.3% | Added |
| Capital Advisors Inc | 10,087 | $1.50M | 0.03% | −27,638−73.3% | Reduced |
| Wealth Management Partners, LLC | 10,097 | $1.50M | 0.76% | +1,834+22.2% | Added |
| Old Port Advisors | 10,101 | $1.50M | 0.46% | +1,249+14.1% | Added |
| Twin City Private Wealth, LLC | 10,114 | $1.50M | 1.48% | +10,114 | New |
| Northwest & Ethical Investments L.P. | 10,201 | $1.52M | 0.04% | +1,205+13.4% | Added |
| Gotham Asset Management, LLC | 10,221 | $1.52M | 0.02% | −30,453−74.9% | Reduced |
| Modus Advisors, LLC | 10,264 | $1.53M | 0.56% | −417−3.9% | Reduced |
| Illinois Municipal Retirement Fund | 10,265 | $1.53M | 0.02% | −9,715−48.6% | Reduced |
| Harbour Investments, Inc. | 10,283 | $1.53M | 0.05% | +86+0.8% | Added |
| Pensionfund Sabic | 10,300 | $1.53M | 0.45% | −1,100−9.6% | Reduced |
| Resonant Capital Advisors, LLC | 10,314 | $1.53M | 0.13% | +658+6.8% | Added |
| Mitchell Sinkler & Starr | 10,390 | $1.54M | 0.39% | −9,195−46.9% | Reduced |
| LVW Advisors, LLC | 10,412 | $1.55M | 0.26% | +2,256+27.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 10,430 | $1.55M | 0.70% | −433−4.0% | Reduced |
| Granite Investment Partners, LLC | 10,458 | $1.55M | 0.06% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 10,475 | $1.56M | 1.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,475 | $1.56M | 0.09% | +149+1.4% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.56M | 0.36% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 10,530 | $1.57M | 0.31% | +1,100+11.7% | Added |
| Global Retirement Partners, LLC | 10,633 | $1.58M | 0.06% | −289−2.6% | Reduced |
| Intrua Financial, LLC | 10,668 | $1.59M | 0.25% | −264−2.4% | Reduced |
| Shell Asset Management Co | 11,594 | $1.59M | 0.07% | −6,622−36.4% | Reduced |
| Guidance Capital, Inc | 10,961 | $1.59M | 0.58% | +8,221+300.0% | Added |
| Blueshift Asset Management, LLC | 10,719 | $1.59M | 0.83% | +2,509+30.6% | Added |