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 |
|---|---|---|---|---|---|
| Horan Capital Advisors, LLC. | 22,946 | $3.41M | 1.21% | +47+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,951 | $3.41M | 0.09% | +57+0.2% | Added |
| Heritage Trust Co | 23,059 | $3.43M | 0.46% | −89−0.4% | Reduced |
| Argyle Capital Management Inc. | 23,078 | $3.43M | 1.33% | −350−1.5% | Reduced |
| Bourne Lent Asset Management Inc | 23,148 | $3.44M | 1.39% | 00.0% | Unchanged |
| Baxter Bros Inc | 23,197 | $3.45M | 0.44% | −4,057−14.9% | Reduced |
| Signature Wealth Management Group | 24,185 | $3.45M | 1.57% | +384+1.6% | Added |
| Principal Securities, Inc. | 23,240 | $3.45M | 0.11% | +934+4.2% | Added |
| Buckingham Strategic Wealth, LLC | 23,351 | $3.47M | 0.04% | −6,894−22.8% | Reduced |
| National Asset Management, Inc. | 22,342 | $3.48M | 0.09% | −118−0.5% | Reduced |
| Laurion Capital Management LP | 23,478 | $3.49M | 0.10% | +23,478 | New |
| Hengehold Capital Management LLC | 23,690 | $3.52M | 0.38% | +34+0.1% | Added |
| SWS Partners | 23,713 | $3.52M | 1.05% | +3,555+17.6% | Added |
| Pitcairn Co | 23,717 | $3.53M | 0.23% | +1,283+5.7% | Added |
| Vise Technologies, Inc. | 23,788 | $3.54M | 0.70% | −904−3.7% | Reduced |
| Ostrum Asset Management | 23,819 | $3.54M | 0.28% | −6,058−20.3% | Reduced |
| Glass Wealth Management Co LLC | 23,820 | $3.54M | 2.16% | +23,820 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 23,868 | $3.55M | 0.24% | −1,899−7.4% | Reduced |
| Jensen Investment Management Inc | 23,914 | $3.55M | 0.03% | −16,396−40.7% | Reduced |
| Azimuth Capital Investment Management LLC | 24,135 | $3.59M | 0.15% | +764+3.3% | Added |
| Hudson Capital Management LLC | 24,177 | $3.59M | 1.24% | +776+3.3% | Added |
| Moss Adams Wealth Advisors LLC | 24,218 | $3.60M | 0.58% | +24,218 | New |
| KMG Fiduciary Partners, LLC | 24,242 | $3.60M | 0.37% | +1,018+4.4% | Added |
| Peloton Wealth Strategists | 24,361 | $3.62M | 1.47% | +50+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 24,385 | $3.62M | 0.89% | +323+1.3% | Added |
| Highland Capital Management, LLC | 24,389 | $3.62M | 0.21% | −360−1.5% | Reduced |
| Cypress Wealth Services, LLC | 24,420 | $3.63M | 0.85% | −366−1.5% | Reduced |
| Meritage Portfolio Management | 24,433 | $3.63M | 0.23% | −1,436−5.6% | Reduced |
| Schulhoff & Co Inc | 24,516 | $3.64M | 1.60% | +206+0.8% | Added |
| Vaughan David Investments LLC | 24,671 | $3.67M | 0.09% | +377+1.6% | Added |
| Independent Investors Inc | 24,811 | $3.69M | 0.88% | −100−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 24,823 | $3.69M | 0.59% | +9,545+62.5% | Added |
| Semmax Financial Advisors Inc. | 24,286 | $3.70M | 1.22% | −691−2.8% | Reduced |
| Pavion Blue Capital, LLC | 25,034 | $3.72M | 1.84% | +2,575+11.5% | Added |
| Benin Management CORP | 25,117 | $3.73M | 1.18% | +192+0.8% | Added |
| Valeo Financial Advisors, LLC | 25,532 | $3.75M | 0.13% | +1,131+4.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 25,225 | $3.75M | 0.21% | +15,072+148.4% | Added |
| Ellsworth Advisors, LLC | 26,101 | $3.78M | 1.09% | +2,142+8.9% | Added |
| Norinchukin Bank, The | 25,680 | $3.82M | 0.11% | −365−1.4% | Reduced |
| Summitry LLC | 25,731 | $3.82M | 0.20% | +340+1.3% | Added |
| Winton Group Ltd | 25,739 | $3.83M | 0.27% | −8,126−24.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 22,669 | $3.86M | 0.17% | −6,713−22.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 26,241 | $3.90M | 0.27% | −2,565−8.9% | Reduced |
| Northwest Investment Counselors, LLC | 26,268 | $3.90M | 0.95% | +574+2.2% | Added |
| McDaniel Terry & Co | 26,271 | $3.90M | 0.35% | −24−0.1% | Reduced |
| Everence Capital Management Inc | 26,280 | $3.91M | 0.26% | −2,590−9.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,281 | $3.91M | 1.22% | +336+1.3% | Added |
| Empirical Finance, LLC | 26,286 | $3.91M | 0.24% | +877+3.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,331 | $3.91M | 0.17% | +2,170+9.0% | Added |
| New England Research & Management, Inc. | 26,356 | $3.92M | 1.92% | +5,397+25.8% | Added |
| Strategic Wealth Partners, Ltd. | 26,377 | $3.92M | 0.43% | +23,492+814.3% | Added |
| Lakeview Capital Partners, LLC | 26,466 | $3.93M | 0.64% | −233−0.9% | Reduced |
| Schwartz Investment Counsel Inc | 26,482 | $3.94M | 0.14% | 00.0% | Unchanged |
| Opus Investment Management Inc | 26,600 | $3.95M | 2.58% | 00.0% | Unchanged |
| Mango Investments LLC | 26,612 | $3.96M | 2.93% | 00.0% | Unchanged |
| Summit Global Investments | 26,671 | $3.96M | 0.29% | −16,855−38.7% | Reduced |
| Viking Fund Management LLC | 27,000 | $4.01M | 0.73% | +3,000+12.5% | Added |
| LongView Wealth Management | 27,063 | $4.02M | 1.59% | −100−0.4% | Reduced |
| Walleye Capital LLC | 27,193 | $4.04M | 0.04% | +27,193 | New |
| Hallmark Capital Management Inc | 27,247 | $4.05M | 0.31% | +591+2.2% | Added |
| William Allan, LLC | 27,295 | $4.06M | 2.69% | +852+3.2% | Added |
| Kingfisher Capital LLC | 27,366 | $4.07M | 0.98% | +227+0.8% | Added |
| Torray LLC | 27,371 | $4.07M | 0.61% | +27,371 | New |
| Brady Family Wealth, LLC | 27,437 | $4.08M | 1.32% | +2,433+9.7% | Added |
| NewEdge Wealth, LLC | 27,919 | $4.11M | 0.09% | −1,114−3.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 27,748 | $4.12M | 0.34% | +6,371+29.8% | Added |
| Banque Cantonale Vaudoise | 27,770 | $4.13M | 0.16% | +3,842+16.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 28,000 | $4.16M | 0.05% | −21,000−42.9% | Reduced |
| FORA Capital, LLC | 28,078 | $4.17M | 0.34% | −59,435−67.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,259 | $4.21M | 0.03% | +1,118+4.1% | Added |
| Savant Capital, LLC | 28,313 | $4.21M | 0.05% | −2,170−7.1% | Reduced |
| Beacon Financial Group | 28,496 | $4.24M | 0.49% | −572−2.0% | Reduced |
| Ci Investments Inc. | 28,509 | $4.24M | 0.02% | +4,107+16.8% | Added |
| Motley Fool Asset Management LLC | 28,508 | $4.24M | 0.27% | +3,868+15.7% | Added |
| Commonwealth Retirement Investments LLC | 28,548 | $4.24M | 2.03% | +4,222+17.4% | Added |
| Perigon Wealth Management, LLC | 28,553 | $4.24M | 0.13% | −2,276−7.4% | Reduced |
| Bleakley Financial Group, LLC | 28,560 | $4.24M | 0.12% | +115+0.4% | Added |
| Culbertson A N & Co Inc | 28,636 | $4.26M | 0.73% | +390+1.4% | Added |
| Verdence Capital Advisors LLC | 28,640 | $4.26M | 0.39% | +4,343+17.9% | Added |
| Farmers Trust Co | 28,692 | $4.26M | 0.86% | +8,138+39.6% | Added |
| Red Door Wealth Management, LLC | 28,712 | $4.27M | 0.82% | −918−3.1% | Reduced |
| Diversify Advisory Services, LLC | 28,927 | $4.27M | 0.25% | +28,927 | New |
| Pallas Capital Advisors LLC | 28,795 | $4.28M | 0.18% | +2,190+8.2% | Added |
| CWA Asset Management Group, LLC | 28,950 | $4.30M | 0.26% | −5,017−14.8% | Reduced |
| Metropolitan Life Insurance Co | 29,170 | $4.34M | 0.19% | −270−0.9% | Reduced |
| Farmers National Bank | 29,181 | $4.34M | 1.29% | +504+1.8% | Added |
| E. Ohman J:or Asset Management AB | 29,311 | $4.36M | 0.11% | +800+2.8% | Added |
| Metis Global Partners, LLC | 29,315 | $4.36M | 0.16% | +2,889+10.9% | Added |
| Horrell Capital Management, Inc. | 29,371 | $4.37M | 1.21% | +147+0.5% | Added |
| Farmers & Merchants Investments Inc | 29,404 | $4.37M | 0.15% | −2,933−9.1% | Reduced |
| Cornerstone Investment Partners, LLC | 29,521 | $4.39M | 0.21% | +3,151+11.9% | Added |
| Paloma Partners Management Co | 29,569 | $4.39M | 0.64% | +2,308+8.5% | Added |
| Motco | 29,616 | $4.40M | 0.26% | +68+0.2% | Added |
| Atwater Malick LLC | 29,640 | $4.41M | 1.55% | −1,692−5.4% | Reduced |
| Capital Investment Counsel, Inc | 29,729 | $4.42M | 0.76% | +1,640+5.8% | Added |
| Vision Capital Management, Inc. | 29,826 | $4.43M | 0.66% | −275−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,848 | $4.44M | 0.05% | −24,223−44.8% | Reduced |
| Cohen Klingenstein LLC | 29,982 | $4.46M | 0.17% | 00.0% | Unchanged |
| Advent Capital Management | 30,000 | $4.46M | 0.11% | +30,000 | New |
| Murphy Pohlad Asset Management LLC | 30,064 | $4.47M | 1.75% | +285+1.0% | Added |