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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 13,658 | $2.03M | 0.06% | −24,686−64.4% | Reduced |
| Horst & Graben Wealth Management LLC | 13,693 | $2.04M | 0.41% | −114−0.8% | Reduced |
| Corbyn Investment Management Inc | 13,771 | $2.05M | 0.91% | −70−0.5% | Reduced |
| Camden Capital, LLC | 13,856 | $2.06M | 0.18% | −906−6.1% | Reduced |
| Clear Rock Advisors, LLC | 13,868 | $2.06M | 0.89% | +333+2.5% | Added |
| Stoneridge Investment Partners LLC | 13,874 | $2.06M | 0.78% | −200−1.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 13,890 | $2.06M | 1.69% | +770+5.9% | Added |
| Caliber Wealth Management, LLC | 13,925 | $2.07M | 1.10% | +873+6.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,010 | $2.08M | 0.11% | −268−1.9% | Reduced |
| Gries Financial LLC | 14,044 | $2.09M | 0.35% | +126+0.9% | Added |
| Rossmore Private Capital | 14,060 | $2.09M | 0.27% | +20.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 14,068 | $2.09M | 1.67% | +3,581+34.1% | Added |
| Sigma Planning Corp | 14,095 | $2.10M | 0.07% | +7,603+117.1% | Added |
| Mill Capital Management, LLC | 14,100 | $2.10M | 0.18% | −400−2.8% | Reduced |
| Moors & Cabot, Inc. | 14,154 | $2.10M | 0.11% | +622+4.6% | Added |
| Wahed Invest LLC | 14,171 | $2.11M | 0.48% | +1,803+14.6% | Added |
| XTX Topco Ltd | 14,271 | $2.12M | 0.29% | +14,271 | New |
| Redwood Investment Management, LLC | 14,301 | $2.13M | 0.20% | −946−6.2% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $2.13M | 1.47% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 14,352 | $2.13M | 0.22% | −359−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 14,377 | $2.14M | 0.01% | −3,367−19.0% | Reduced |
| BTC Capital Management, Inc. | 14,396 | $2.14M | 0.20% | +14,396 | New |
| Park National Corp | 14,412 | $2.14M | 0.08% | −5,008−25.8% | Reduced |
| Mutual Advisors, LLC | 14,427 | $2.14M | 0.07% | +1,972+15.8% | Added |
| Equitable Holdings, Inc. | 14,476 | $2.15M | 0.02% | −2,476−14.6% | Reduced |
| Towercrest Capital Management | 14,579 | $2.17M | 0.37% | −10−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 14,590 | $2.17M | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 14,602 | $2.17M | 0.29% | −361−2.4% | Reduced |
| Advisors Capital Management, LLC | 14,649 | $2.18M | 0.04% | −95−0.6% | Reduced |
| Ballentine Partners, LLC | 14,664 | $2.18M | 0.04% | −500−3.3% | Reduced |
| Banque Pictet & Cie SA | 14,668 | $2.18M | 0.02% | +2,400+19.6% | Added |
| Clearstead Advisors, LLC | 14,507 | $2.18M | 0.11% | +204+1.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,760 | $2.19M | 1.15% | +341+2.4% | Added |
| Investmark Advisory Group LLC | 14,849 | $2.21M | 1.21% | +36+0.2% | Added |
| Eudaimonia Partners, LLC | 14,867 | $2.21M | 0.53% | −822−5.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 14,880 | $2.21M | 0.02% | −10−0.1% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.22M | 0.80% | 00.0% | Unchanged |
| AIA Group Ltd | 14,968 | $2.22M | 0.07% | +8,464+130.1% | Added |
| Harbour Investment Management LLC | 15,070 | $2.24M | 1.05% | +77+0.5% | Added |
| Caldwell Trust Co | 15,090 | $2.24M | 0.26% | −23,471−60.9% | Reduced |
| Addison Capital Co | 15,121 | $2.25M | 1.12% | +1,107+7.9% | Added |
| Charter Research & Investment Group, Inc. | 15,143 | $2.25M | 1.78% | −70.0% | Reduced |
| Trust Co of Toledo NA | 15,152 | $2.25M | 0.35% | −328−2.1% | Reduced |
| Shoker Investment Counsel, Inc. | 15,270 | $2.25M | 0.80% | −60.0% | Reduced |
| Orca Investment Management, LLC | 15,219 | $2.26M | 2.12% | +15,219 | New |
| Searle & Co. | 15,271 | $2.27M | 0.58% | 00.0% | Unchanged |
| Ossiam | 15,277 | $2.27M | 0.04% | −29,342−65.8% | Reduced |
| KLCM Advisors, Inc. | 15,300 | $2.27M | 0.29% | −29−0.2% | Reduced |
| Redmond Asset Management, LLC | 15,357 | $2.28M | 0.73% | +4,336+39.3% | Added |
| Princeton Global Asset Management LLC | 15,389 | $2.29M | 0.54% | −452−2.9% | Reduced |
| Coppell Advisory Solutions Corp. | 15,399 | $2.29M | 0.43% | +15,399 | New |
| Independence Bank of Kentucky | 15,467 | $2.30M | 0.69% | −590−3.7% | Reduced |
| Lantz Financial LLC | 15,486 | $2.30M | 0.74% | +5,550+55.9% | Added |
| Auxier Asset Management | 15,520 | $2.31M | 0.35% | −18−0.1% | Reduced |
| Arvest Trust Co N A | 15,564 | $2.31M | 0.13% | +725+4.9% | Added |
| Royal Fund Management, LLC | 15,693 | $2.33M | 0.27% | +3,549+29.2% | Added |
| SkyOak Wealth, LLC | 15,719 | $2.34M | 0.56% | +846+5.7% | Added |
| King Luther Capital Management Corp | 15,743 | $2.34M | 0.01% | +1,566+11.0% | Added |
| Nicholas Hoffman & Company, LLC. | 15,758 | $2.34M | 0.12% | +2,187+16.1% | Added |
| Portside Wealth Group, LLC | 15,787 | $2.35M | 0.43% | +1,151+7.9% | Added |
| Radnor Capital Management, LLC | 15,806 | $2.35M | 0.40% | −925−5.5% | Reduced |
| Am Investment Strategies LLC | 15,956 | $2.37M | 0.60% | +2,663+20.0% | Added |
| Werlinich Asset Management, LLC | 16,100 | $2.37M | 1.55% | +6,840+73.9% | Added |
| StoneX Group Inc. | 15,968 | $2.37M | 0.21% | −2,860−15.2% | Reduced |
| Public Sector Pension Investment Board | 15,981 | $2.38M | 0.02% | −500−3.0% | Reduced |
| Sunbelt Securities, Inc. | 15,982 | $2.38M | 0.27% | +1,381+9.5% | Added |
| GYL Financial Synergies, LLC | 16,006 | $2.38M | 0.19% | +709+4.6% | Added |
| PYA Waltman Capital, LLC | 16,010 | $2.38M | 0.88% | +1,722+12.1% | Added |
| Rehmann Capital Advisory Group | 16,075 | $2.39M | 0.18% | +175+1.1% | Added |
| Pathway Financial Advisers, LLC | 16,085 | $2.39M | 0.86% | +234+1.5% | Added |
| Arete Wealth Advisors, LLC | 16,132 | $2.40M | 0.22% | +537+3.4% | Added |
| Exeter Financial, LLC | 15,990 | $2.40M | 1.11% | +790+5.2% | Added |
| Prime Capital Investment Advisors, LLC | 16,198 | $2.41M | 0.03% | −4,191−20.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 16,246 | $2.41M | 0.56% | −904−5.3% | Reduced |
| Fortis Advisors, LLC | 16,253 | $2.42M | 1.62% | −1,291−7.4% | Reduced |
| Tiaa Trust, National Association | 16,278 | $2.42M | 0.01% | +339+2.1% | Added |
| Horizon Investments, LLC | 16,645 | $2.45M | 0.06% | +143+0.9% | Added |
| Slagle Financial, LLC | 16,549 | $2.46M | 1.33% | −12,279−42.6% | Reduced |
| Veriti Management LLC | 16,577 | $2.46M | 0.18% | +2,349+16.5% | Added |
| Americana Partners, LLC | 16,587 | $2.47M | 0.21% | +2,544+18.1% | Added |
| Mango Five Family, Inc. | 16,628 | $2.47M | 0.82% | −300−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 16,635 | $2.47M | 0.09% | −481−2.8% | Reduced |
| Greenline Partners, LLC | 16,718 | $2.48M | 0.40% | −271−1.6% | Reduced |
| Lincoln National Corp | 16,823 | $2.50M | 0.04% | +1,887+12.6% | Added |
| Sculati Wealth Management, LLC | 16,850 | $2.50M | 1.08% | +226+1.4% | Added |
| Miller Investment Management, LP | 16,859 | $2.51M | 0.32% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 16,870 | $2.51M | 0.57% | +1,470+9.5% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.51M | 1.11% | 00.0% | Unchanged |
| Savoie Capital LLC | 16,928 | $2.52M | 0.36% | +428+2.6% | Added |
| Kinneret Advisory, LLC | 16,960 | $2.52M | 0.25% | −53−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,983 | $2.52M | 0.13% | +1,696+11.1% | Added |
| Kennon-Green & Company, LLC | 16,985 | $2.52M | 2.36% | −219−1.3% | Reduced |
| Twin Lakes Capital Management, LLC | 17,061 | $2.54M | 1.71% | +152+0.9% | Added |
| Gunn & Co Investment Management, Inc. | 17,132 | $2.55M | 1.91% | −204,768−92.3% | Reduced |
| Cohen Investment Advisors LLC | 17,162 | $2.55M | 1.65% | +1,941+12.8% | Added |
| Adams Asset Advisors, LLC | 17,185 | $2.55M | 0.33% | 00.0% | Unchanged |
| AE Wealth Management LLC | 17,201 | $2.56M | 0.03% | −109,686−86.4% | Reduced |
| Rodgers Brothers Inc. | 17,217 | $2.56M | 0.35% | +30.0% | Added |
| Plimoth Trust Co LLC | 17,268 | $2.57M | 0.68% | −20−0.1% | Reduced |
| Hennessy Advisors Inc | 17,300 | $2.57M | 0.11% | −22,900−57.0% | Reduced |