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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 17,316 | $2.57M | 0.24% | +1,084+6.7% | Added |
| GHP Investment Advisors, Inc. | 17,394 | $2.59M | 0.13% | +911+5.5% | Added |
| Cary Street Partners Asset Management LLC | 17,428 | $2.59M | 0.40% | −1,033−5.6% | Reduced |
| Vinva Investment Management Ltd | 17,462 | $2.60M | 0.15% | +7,148+69.3% | Added |
| Fort Washington Investment Advisors Inc | 17,490 | $2.60M | 0.02% | −1,723−9.0% | Reduced |
| Zullo Investment Group, Inc. | 17,540 | $2.61M | 1.22% | +1,041+6.3% | Added |
| Boyar Asset Management Inc. | 17,544 | $2.61M | 1.70% | +748+4.5% | Added |
| NEOS Investment Management LLC | 17,569 | $2.61M | 0.16% | +7,345+71.8% | Added |
| Oak Harbor Wealth Partners, LLC | 17,613 | $2.62M | 0.82% | +207+1.2% | Added |
| Apollon Wealth Management, LLC | 17,657 | $2.62M | 0.08% | +2,376+15.5% | Added |
| Roundview Capital LLC | 17,675 | $2.63M | 0.21% | −2,482−12.3% | Reduced |
| Occudo Quantitative Strategies LP | 17,806 | $2.65M | 0.46% | +12,357+226.8% | Added |
| Shorepoint Capital Partners LLC | 17,866 | $2.66M | 0.65% | +561+3.2% | Added |
| Cypress Capital Group | 17,896 | $2.66M | 0.32% | +1,138+6.8% | Added |
| Park Avenue Securities LLC | 17,901 | $2.66M | 0.03% | −1,189−6.2% | Reduced |
| Marion Wealth Management | 17,993 | $2.67M | 0.80% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 17,998 | $2.68M | 0.22% | +2,974+19.8% | Added |
| Conning Inc. | 18,018 | $2.68M | 0.09% | −197,466−91.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 18,053 | $2.68M | 0.96% | +710+4.1% | Added |
| Trilogy Capital Inc. | 18,170 | $2.70M | 0.16% | +1,551+9.3% | Added |
| Avitas Wealth Management LLC | 18,267 | $2.72M | 0.41% | −227−1.2% | Reduced |
| Paradigm Asset Management Co LLC | 18,324 | $2.72M | 0.69% | −400−2.1% | Reduced |
| TD Private Client Wealth LLC | 18,413 | $2.74M | 0.09% | −1,770−8.8% | Reduced |
| Aspire Private Capital, LLC | 18,429 | $2.74M | 0.72% | +40.0% | Added |
| Pure Financial Advisors, Inc. | 18,473 | $2.75M | 0.09% | +60+0.3% | Added |
| Boomfish Wealth Group, LLC | 18,500 | $2.75M | 1.85% | −16−0.1% | Reduced |
| Northcape Wealth Management, LLC | 18,526 | $2.75M | 1.00% | −129−0.7% | Reduced |
| JLB & Associates Inc | 18,550 | $2.76M | 0.37% | +572+3.2% | Added |
| Rockline Wealth Management, LLC | 18,601 | $2.76M | 0.97% | −151−0.8% | Reduced |
| Maltin Wealth Management, Inc. | 18,608 | $2.77M | 1.56% | +142+0.8% | Added |
| Wright Investors Service Inc | 18,618 | $2.77M | 0.70% | +422+2.3% | Added |
| Boston Private Wealth LLC | 18,619 | $2.77M | 0.06% | +2,196+13.4% | Added |
| Millennium Capital Advisors, LLC | 18,754 | $2.79M | 1.97% | −353−1.8% | Reduced |
| NBT Bank N A | 18,760 | $2.79M | 0.20% | −475−2.5% | Reduced |
| ProVise Management Group, LLC | 18,912 | $2.81M | 0.24% | +1,026+5.7% | Added |
| Wedbush Securities Inc | 19,016 | $2.83M | 0.11% | +1,779+10.3% | Added |
| Wealthfront Advisers LLC | 19,027 | $2.83M | 0.01% | −1,129−5.6% | Reduced |
| Dynamic Advisor Solutions LLC | 19,054 | $2.83M | 0.10% | −757−3.8% | Reduced |
| Arkadios Wealth Advisors | 19,195 | $2.85M | 0.22% | +349+1.9% | Added |
| United Asset Strategies, Inc. | 19,214 | $2.86M | 0.29% | +625+3.4% | Added |
| Icon Wealth Advisors, LLC | 19,214 | $2.86M | 0.27% | −85−0.4% | Reduced |
| Palisade Asset Management, LLC | 19,229 | $2.86M | 0.28% | −600−3.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,300 | $2.87M | 0.22% | +164+0.9% | Added |
| Sheets Smith Wealth Management | 19,303 | $2.87M | 0.32% | −2,285−10.6% | Reduced |
| Courier Capital LLC | 19,304 | $2.87M | 0.21% | −50−0.3% | Reduced |
| Skylands Capital, LLC | 19,425 | $2.89M | 0.40% | +5,960+44.3% | Added |
| Quantinno Capital Management LP | 19,495 | $2.90M | 0.06% | +2,648+15.7% | Added |
| Parallel Advisors, LLC | 19,506 | $2.90M | 0.08% | −301−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,512 | $2.90M | 0.31% | +11,762+151.8% | Added |
| Papp L Roy & Associates | 19,528 | $2.90M | 0.35% | −1,526−7.2% | Reduced |
| Truvestments Capital LLC | 19,580 | $2.91M | 1.12% | +3,730+23.5% | Added |
| Fulton Bank, N.A. | 19,618 | $2.92M | 0.12% | −161−0.8% | Reduced |
| Great Lakes Advisors, LLC | 19,685 | $2.93M | 0.02% | +448+2.3% | Added |
| Advisory Alpha, LLC | 19,785 | $2.94M | 0.12% | +18,199+1,147.5% | Added |
| Providence Capital Advisors, LLC | 19,799 | $2.94M | 0.64% | +9,714+96.3% | Added |
| Sterling Investment Advisors, Ltd. | 19,804 | $2.94M | 0.83% | −1,725−8.0% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $2.97M | 0.73% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 20,025 | $2.98M | 0.06% | +2,379+13.5% | Added |
| Anderson Hoagland & Co | 20,277 | $2.99M | 0.33% | +1,094+5.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,201 | $3.00M | 1.23% | +1,198+6.3% | Added |
| Atlantic Union Bankshares Corp | 20,334 | $3.02M | 0.25% | −891−4.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,420 | $3.04M | 0.24% | +1,263+6.6% | Added |
| Kingsview Wealth Management, LLC | 20,512 | $3.05M | 0.08% | −49,289−70.6% | Reduced |
| Acadian Asset Management LLC | 20,538 | $3.05M | 0.01% | −26,484−56.3% | Reduced |
| Physicians Financial Services, Inc. | 20,557 | $3.06M | 1.08% | −100−0.5% | Reduced |
| Monarch Capital Management Inc | 20,564 | $3.06M | 0.86% | +1,902+10.2% | Added |
| McDonald Partners LLC | 20,599 | $3.06M | 0.84% | −964−4.5% | Reduced |
| EP Wealth Advisors, LLC | 20,678 | $3.07M | 0.04% | +3,379+19.5% | Added |
| Jefferies Financial Group Inc. | 20,757 | $3.09M | 0.06% | +19,057+1,121.0% | Added |
| FIL Ltd | 20,793 | $3.09M | 0.00% | −24,053−53.6% | Reduced |
| Perkins Coie Trust Co | 20,926 | $3.11M | 0.73% | +690+3.4% | Added |
| Laurel Wealth Advisors LLC | 21,036 | $3.13M | 0.54% | −669−3.1% | Reduced |
| GSB Wealth Management, LLC | 21,088 | $3.13M | 0.88% | −561−2.6% | Reduced |
| Ethic Inc. | 21,096 | $3.14M | 0.08% | −2,815−11.8% | Reduced |
| Alta Capital Management LLC | 21,221 | $3.15M | 0.19% | +5,743+37.1% | Added |
| Financial Partners Group, LLC | 21,250 | $3.16M | 1.22% | +8,069+61.2% | Added |
| North Star Asset Management Inc | 21,335 | $3.17M | 0.15% | −341−1.6% | Reduced |
| Bowen Hanes & Co Inc | 21,386 | $3.18M | 0.09% | −3,710−14.8% | Reduced |
| United Community Bank | 21,078 | $3.18M | 1.24% | +5,402+34.5% | Added |
| Groupama Asset Managment | 11,002 | $3.20M | 0.06% | −13,436−55.0% | Reduced |
| Cardinal Capital Management | 21,550 | $3.20M | 0.52% | +2,123+10.9% | Added |
| Laffer Tengler Investments | 21,579 | $3.21M | 0.83% | −2,823−11.6% | Reduced |
| Stanley-Laman Group, Ltd. | 21,768 | $3.24M | 0.45% | +4,551+26.4% | Added |
| Eaton Financial Holdings Company, LLC | 21,822 | $3.24M | 1.68% | +587+2.8% | Added |
| Vestcor Inc | 21,880 | $3.25M | 0.11% | −1,841−7.8% | Reduced |
| Avidian Wealth Solutions, LLC | 21,912 | $3.26M | 0.17% | +579+2.7% | Added |
| Brooks, Moore & Associates, Inc. | 22,094 | $3.28M | 2.11% | +820+3.9% | Added |
| Tocqueville Asset Management L.P. | 22,232 | $3.30M | 0.05% | +19,964+880.2% | Added |
| Brookmont Capital Management | 22,375 | $3.33M | 1.75% | +289+1.3% | Added |
| Sepio Capital, LP | 22,426 | $3.33M | 0.29% | −575−2.5% | Reduced |
| Keating Investment Counselors Inc | 22,442 | $3.34M | 1.07% | −5,185−18.8% | Reduced |
| Old Point Trust & Financial Services N A | 22,447 | $3.34M | 1.21% | +1,548+7.4% | Added |
| Vestmark Advisory Solutions, Inc. | 22,462 | $3.34M | 0.14% | +2,244+11.1% | Added |
| Allworth Financial LP | 22,493 | $3.34M | 0.02% | +2,302+11.4% | Added |
| Sovereign Financial Group, Inc. | 22,500 | $3.34M | 0.89% | −563−2.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 22,727 | $3.38M | 0.11% | +4,076+21.9% | Added |
| Sawyer & Company, Inc | 22,748 | $3.38M | 1.35% | +39+0.2% | Added |
| Alberta Investment Management Corp | 22,800 | $3.39M | 0.03% | −4,575−16.7% | Reduced |
| Tilson Financial Group, Inc. | 22,894 | $3.40M | 1.83% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 22,939 | $3.41M | 0.30% | +683+3.1% | Added |