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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 10,760 | $1.60M | 0.04% | −1,731−13.9% | Reduced |
| Confluence Wealth Services, Inc. | 10,836 | $1.61M | 0.14% | +1,578+17.0% | Added |
| Decatur Capital Management, Inc. | 10,877 | $1.62M | 0.88% | +111+1.0% | Added |
| Integrated Advisors Network LLC | 10,888 | $1.62M | 0.08% | −1,470−11.9% | Reduced |
| Financial Advisory Service, Inc. | 10,914 | $1.62M | 0.14% | +133+1.2% | Added |
| PFG Investments, LLC | 10,930 | $1.62M | 0.10% | +4,009+57.9% | Added |
| Wealth Alliance | 10,934 | $1.63M | 0.21% | +30.0% | Added |
| Concord Asset Management, LLC | 10,942 | $1.63M | 0.43% | +2,730+33.2% | Added |
| Insigneo Advisory Services, LLC | 11,065 | $1.64M | 0.20% | +424+4.0% | Added |
| Wimmer Associates 1, LLC | 11,149 | $1.66M | 0.87% | +112+1.0% | Added |
| Vista Investment Partners LLC | 11,166 | $1.66M | 0.57% | +7,802+231.9% | Added |
| Hedges Asset Management LLC | 11,200 | $1.66M | 1.17% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 11,205 | $1.67M | 0.96% | 00.0% | Unchanged |
| South State Corp. | 11,209 | $1.67M | 0.13% | −2,289−17.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 11,284 | $1.68M | 0.40% | +7,369+188.2% | Added |
| Nemes Rush Group LLC | 11,293 | $1.68M | 0.24% | −51−0.4% | Reduced |
| Quilter Plc | 11,338 | $1.69M | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 11,355 | $1.69M | 0.04% | −103−0.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,373 | $1.69M | 1.26% | −145−1.3% | Reduced |
| Level Four Advisory Services, LLC | 10,773 | $1.69M | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 11,420 | $1.70M | 0.33% | −8,383−42.3% | Reduced |
| Green Square Capital Advisors LLC | 11,448 | $1.70M | 0.23% | +8,527+291.9% | Added |
| Brighton Jones LLC | 11,473 | $1.71M | 0.06% | −7,212−38.6% | Reduced |
| Cox Capital Mgt LLC | 11,486 | $1.71M | 1.05% | +1,891+19.7% | Added |
| Profund Advisors LLC | 11,517 | $1.71M | 0.07% | +1,231+12.0% | Added |
| Bradley Foster & Sargent Inc | 11,530 | $1.71M | 0.03% | −2,154−15.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,567 | $1.72M | 0.06% | −1,235−9.6% | Reduced |
| First National Advisers, LLC | 10,898 | $1.73M | 0.39% | +2,614+31.6% | Added |
| Montag A & Associates Inc | 11,628 | $1.73M | 0.09% | −1,612−12.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,645 | $1.73M | 0.03% | −1,205−9.4% | Reduced |
| Spire Wealth Management | 11,659 | $1.73M | 0.05% | +230+2.0% | Added |
| Resources Investment Advisors, LLC. | 11,659 | $1.73M | 0.03% | +642+5.8% | Added |
| Investment Management Corp of Ontario | 11,676 | $1.74M | 0.05% | −57,406−83.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,800 | $1.74M | 0.73% | −387−3.2% | Reduced |
| Sandy Spring Bank | 11,775 | $1.75M | 0.08% | −580−4.7% | Reduced |
| B&D White Capital Company, LLC | 11,800 | $1.75M | 0.39% | +11,800 | New |
| Gifford Fong Associates | 11,800 | $1.75M | 0.48% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 11,804 | $1.75M | 0.26% | +292+2.5% | Added |
| Diversified Trust Co | 11,833 | $1.76M | 0.05% | +163+1.4% | Added |
| Atom Investors LP | 11,862 | $1.76M | 0.22% | +11,862 | New |
| Beacon Investment Advisors LLC | 11,882 | $1.77M | 1.01% | +224+1.9% | Added |
| Capital Wealth Planning, LLC | 11,892 | $1.77M | 0.02% | +6,600+124.7% | Added |
| FDx Advisors, Inc. | 11,900 | $1.77M | 0.27% | −9,918−45.5% | Reduced |
| Wharton Business Group, LLC | 11,923 | $1.77M | 0.09% | +295+2.5% | Added |
| Arvest Investments, Inc. | 12,026 | $1.79M | 0.28% | −2,116−15.0% | Reduced |
| V-Square Quantitative Management LLC | 12,075 | $1.79M | 0.30% | +3,071+34.1% | Added |
| PFC Capital Group, Inc. | 12,170 | $1.81M | 0.97% | −500−3.9% | Reduced |
| Optimum Investment Advisors | 12,173 | $1.81M | 0.83% | +20.0% | Added |
| Excalibur Management Corp | 12,180 | $1.81M | 0.77% | +624+5.4% | Added |
| Greenleaf Trust | 12,201 | $1.81M | 0.02% | +708+6.2% | Added |
| Banco Santander, S.A. | 12,236 | $1.82M | 0.02% | −27,823−69.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,238 | $1.82M | 0.05% | −1,343−9.9% | Reduced |
| City Holding Co | 12,255 | $1.82M | 0.27% | −1,828−13.0% | Reduced |
| Coldstream Capital Management Inc | 12,257 | $1.82M | 0.05% | −16,584−57.5% | Reduced |
| IHT Wealth Management, LLC | 12,260 | $1.82M | 0.07% | +250+2.1% | Added |
| CAPROCK Group, Inc. | 12,262 | $1.82M | 0.10% | −461−3.6% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.83M | 0.05% | 00.0% | Unchanged |
| Slow Capital, Inc. | 12,314 | $1.83M | 0.29% | −43−0.3% | Reduced |
| Mengis Capital Management, Inc. | 12,516 | $1.86M | 0.29% | +220+1.8% | Added |
| Tealwood Asset Management Inc | 12,537 | $1.86M | 0.84% | +207+1.7% | Added |
| Legacy Advisors, LLC | 12,616 | $1.88M | 0.24% | −5,133−28.9% | Reduced |
| L.M. Kohn & Company | 12,624 | $1.88M | 0.53% | +492+4.1% | Added |
| Stone Point Wealth LLC | 12,627 | $1.88M | 0.65% | +388+3.2% | Added |
| Mesirow Financial Investment Management, Inc. | 12,636 | $1.88M | 0.04% | +916+7.8% | Added |
| Central Trust Co | 12,735 | $1.89M | 0.05% | +201+1.6% | Added |
| NorthRock Partners, LLC | 12,787 | $1.90M | 0.07% | +254+2.0% | Added |
| Ieq Capital, LLC | 12,820 | $1.91M | 0.03% | +809+6.7% | Added |
| Cypress Capital, LLC | 12,843 | $1.91M | 0.52% | −158−1.2% | Reduced |
| Hunter Associates Investment Management LLC | 12,823 | $1.91M | 0.32% | +2,490+24.1% | Added |
| Sage Mountain Advisors LLC | 12,854 | $1.91M | 0.20% | +298+2.4% | Added |
| Te Ahumairangi Investment Management Ltd | 12,936 | $1.92M | 0.33% | −460−3.4% | Reduced |
| Institute for Wealth Management, LLC. | 12,944 | $1.92M | 0.25% | +69+0.5% | Added |
| Northeast Financial Consultants Inc | 12,954 | $1.93M | 0.09% | +910+7.6% | Added |
| We Are One Seven, LLC | 12,979 | $1.93M | 0.10% | −2,587−16.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 13,017 | $1.93M | 0.67% | +13,017 | New |
| Marks Group Wealth Management, Inc | 13,025 | $1.94M | 0.20% | −233−1.8% | Reduced |
| Balentine LLC | 13,043 | $1.94M | 0.06% | +2,124+19.5% | Added |
| MWA Asset Management | 13,134 | $1.95M | 1.41% | −548−4.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,160 | $1.96M | 0.01% | −163−1.2% | Reduced |
| Central Pacific Bank - Trust Division | 13,275 | $1.96M | 0.24% | +13,275 | New |
| Concord Wealth Partners | 13,189 | $1.96M | 0.35% | +3,688+38.8% | Added |
| Hilltop Holdings Inc. | 13,251 | $1.97M | 0.22% | +1,111+9.2% | Added |
| Sterneck Capital Management, LLC | 13,251 | $1.97M | 1.18% | +2,035+18.1% | Added |
| Azzad Asset Management Inc | 13,276 | $1.97M | 0.23% | +216+1.7% | Added |
| Forte Capital LLC | 13,300 | $1.98M | 0.24% | −794−5.6% | Reduced |
| Bristlecone Advisors, LLC | 13,355 | $1.98M | 0.17% | −107−0.8% | Reduced |
| Palouse Capital Management, Inc. | 13,364 | $1.99M | 1.31% | +661+5.2% | Added |
| Wetherby Asset Management Inc | 13,382 | $1.99M | 0.09% | −290−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 13,406 | $1.99M | 0.91% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 13,413 | $1.99M | 0.05% | −530−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,413 | $1.99M | 0.21% | −1,471−9.9% | Reduced |
| WT Wealth Management | 13,424 | $2.00M | 0.71% | +1,488+12.5% | Added |
| Change Path, LLC | 13,431 | $2.00M | 0.08% | +4,691+53.7% | Added |
| Petredis Investment Advisors LLC | 13,445 | $2.00M | 0.24% | +670+5.2% | Added |
| Douglass Winthrop Advisors, LLC | 13,468 | $2.00M | 0.04% | −325−2.4% | Reduced |
| Rockland Trust Co | 13,514 | $2.01M | 0.11% | +156+1.2% | Added |
| Mission Wealth Management, LP | 13,519 | $2.01M | 0.05% | +19+0.1% | Added |
| Citizens Financial Group Inc | 13,526 | $2.01M | 0.07% | −31,630−70.0% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $2.02M | 0.54% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 13,654 | $2.03M | 0.48% | +1,519+12.5% | Added |