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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 30,818 | $4.51M | 0.40% | +482+1.6% | Added |
| Tower Research Capital LLC (TRC) | 30,464 | $4.53M | 0.11% | −58,319−65.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,581 | $4.55M | 0.10% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 30,663 | $4.56M | 0.85% | +1,949+6.8% | Added |
| Soltis Investment Advisors LLC | 30,797 | $4.58M | 0.51% | +1,971+6.8% | Added |
| Commerzbank Aktiengesellschaft | 30,824 | $4.58M | 0.15% | +10,110+48.8% | Added |
| HighPoint Advisor Group LLC | 30,505 | $4.59M | 0.32% | −407−1.3% | Reduced |
| Associated Banc-Corp | 30,969 | $4.60M | 0.15% | +492+1.6% | Added |
| Phoenix Holdings Ltd. | 31,389 | $4.66M | 0.06% | +9,841+45.7% | Added |
| Bryn Mawr Trust Co | 31,557 | $4.69M | 0.18% | +31,557 | New |
| Mather Group, LLC. | 29,925 | $4.71M | 0.07% | −277−0.9% | Reduced |
| Headinvest, LLC | 31,841 | $4.73M | 0.92% | −7,741−19.6% | Reduced |
| Stokes Capital Advisors, LLC | 32,104 | $4.77M | 1.39% | +3,910+13.9% | Added |
| Mirabella Financial Services LLP | 32,148 | $4.78M | 0.35% | +32,148 | New |
| Bridge Creek Capital Management LLC | 32,287 | $4.80M | 1.54% | +1,281+4.1% | Added |
| Columbia Asset Management | 30,695 | $4.83M | 0.99% | +50.0% | Added |
| GLOBALT Investments LLC | 32,501 | $4.83M | 0.19% | −1,009−3.0% | Reduced |
| tru Independence LLC | 32,593 | $4.84M | 1.43% | −375−1.1% | Reduced |
| Pearl River Capital, LLC | 32,718 | $4.86M | 0.77% | +32,718 | New |
| Rench Wealth Management, Inc. | 32,815 | $4.88M | 1.87% | +803+2.5% | Added |
| Martin Capital Partners, LLC | 32,923 | $4.89M | 1.88% | +978+3.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,965 | $4.90M | 2.09% | +524+1.6% | Added |
| Bokf, NA | 33,395 | $4.93M | 0.09% | +1,237+3.8% | Added |
| Cornerstone Advisors, LLC | 33,200 | $4.93M | 0.20% | 00.0% | Unchanged |
| Stolper Co | 33,402 | $4.96M | 1.79% | +4,245+14.6% | Added |
| Greystone Financial Group, LLC | 33,442 | $4.97M | 0.99% | +6,454+23.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 33,688 | $5.01M | 1.22% | +2,507+8.0% | Added |
| Partners Capital Investment Group, LLP | 33,726 | $5.01M | 0.14% | −35,102−51.0% | Reduced |
| United Capital Financial Advisers, LLC | 33,792 | $5.02M | 0.04% | −7,992−19.1% | Reduced |
| Community Bank, N.A. | 34,156 | $5.08M | 0.67% | +1,334+4.1% | Added |
| National Philanthropic Trust | 34,456 | $5.12M | 0.11% | +32,681+1,841.2% | Added |
| First National Bank of Omaha | 46,647 | $5.13M | 0.35% | −7,899−14.5% | Reduced |
| North Star Investment Management Corp. | 34,547 | $5.13M | 0.37% | +431+1.3% | Added |
| ARS Wealth Advisors Group, LLC | 34,600 | $5.14M | 0.69% | −5,314−13.3% | Reduced |
| Bragg Financial Advisors, Inc | 34,690 | $5.16M | 0.23% | +2,427+7.5% | Added |
| Amica Mutual Insurance Co | 34,723 | $5.16M | 0.53% | 00.0% | Unchanged |
| PDS Planning, Inc | 34,821 | $5.18M | 0.54% | +40.0% | Added |
| Avantax Advisory Services, Inc. | 35,006 | $5.20M | 0.05% | −2,491−6.6% | Reduced |
| Bogart Wealth, LLC | 35,041 | $5.21M | 0.27% | +3,235+10.2% | Added |
| Stock Yards Bank & Trust Co | 35,216 | $5.23M | 0.17% | −8,136−18.8% | Reduced |
| Duality Advisers, LP | 35,232 | $5.24M | 0.52% | +19,060+117.9% | Added |
| Kesler, Norman & Wride, LLC | 35,253 | $5.24M | 1.11% | +657+1.9% | Added |
| Bard Financial Services, Inc. | 35,325 | $5.25M | 0.56% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 35,917 | $5.34M | 0.06% | −94−0.3% | Reduced |
| Massmutual Trust Co FSB | 36,153 | $5.37M | 0.17% | −1,743−4.6% | Reduced |
| Boston Research & Management Inc | 36,161 | $5.37M | 1.33% | +686+1.9% | Added |
| Siemens Fonds Invest GmbH | 36,166 | $5.38M | 0.41% | −1,126−3.0% | Reduced |
| Toroso Investments, LLC | 36,192 | $5.38M | 0.09% | −31,877−46.8% | Reduced |
| Woodstock Corp | 36,286 | $5.39M | 0.56% | +2,929+8.8% | Added |
| Whittier Trust Co | 36,323 | $5.40M | 0.08% | −86−0.2% | Reduced |
| New Mexico Educational Retirement Board | 36,462 | $5.42M | 0.19% | −1,200−3.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 36,703 | $5.46M | 0.23% | −404−1.1% | Reduced |
| Verition Fund Management LLC | 36,725 | $5.46M | 0.05% | +22,834+164.4% | Added |
| Bessemer Group Inc | 36,805 | $5.47M | 0.01% | +20,717+128.8% | Added |
| BancorpSouth Bank | 36,895 | $5.48M | 0.40% | −355−1.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 37,067 | $5.51M | 1.46% | +25,175+211.7% | Added |
| EagleClaw Capital Managment, LLC | 37,330 | $5.55M | 1.01% | −265−0.7% | Reduced |
| Fusion Capital, LLC | 37,365 | $5.55M | 2.54% | +3,359+9.9% | Added |
| Bank of New Hampshire | 37,480 | $5.57M | 1.46% | −356−0.9% | Reduced |
| Canal Capital Management, LLC | 37,558 | $5.58M | 0.94% | +10,609+39.4% | Added |
| Inlet Private Wealth, LLC | 37,635 | $5.59M | 1.56% | +355+1.0% | Added |
| LGT Group Foundation | 37,722 | $5.61M | 0.13% | −12,208−24.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 37,803 | $5.62M | 0.92% | +10,353+37.7% | Added |
| Eliot Finkel Investment Counsel, LLC | 37,985 | $5.65M | 3.65% | −530−1.4% | Reduced |
| MainStreet Investment Advisors LLC | 38,115 | $5.67M | 0.68% | −710−1.8% | Reduced |
| Sand Hill Global Advisors, LLC | 38,343 | $5.70M | 0.27% | −1,451−3.6% | Reduced |
| Northwest Bancshares, Inc. | 38,357 | $5.70M | 0.90% | +2,905+8.2% | Added |
| Eisler Capital (UK) Ltd. | 38,429 | $5.71M | 0.71% | +13,505+54.2% | Added |
| Snowden Capital Advisors LLC | 38,509 | $5.72M | 0.18% | +3,681+10.6% | Added |
| XML Financial, LLC | 38,553 | $5.73M | 0.59% | −8,830−18.6% | Reduced |
| Simplicity Wealth,LLC | 38,578 | $5.73M | 0.14% | +36,104+1,459.3% | Added |
| Iams Wealth Management, LLC | 38,906 | $5.75M | 3.51% | +1,615+4.3% | Added |
| Virtu Financial LLC | 39,084 | $5.81M | 0.44% | +39,084 | New |
| HB Wealth Management, LLC | 39,329 | $5.85M | 0.07% | −899−2.2% | Reduced |
| Garland Capital Management Inc | 39,442 | $5.86M | 3.88% | +990+2.6% | Added |
| Riverview Capital Advisers, LLC | 39,655 | $5.89M | 2.03% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 39,658 | $5.89M | 4.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 39,663 | $5.90M | 0.19% | +27,516+226.5% | Added |
| Ironwood Investment Counsel, LLC | 39,900 | $5.93M | 1.04% | +328+0.8% | Added |
| SYSTM Wealth Solutions LLC | 40,000 | $5.95M | 0.75% | −1,974−4.7% | Reduced |
| Intech Investment Management LLC | 40,018 | $5.95M | 0.08% | +3,987+11.1% | Added |
| Albion Financial Group | 40,164 | $5.97M | 0.46% | +1,715+4.5% | Added |
| Sky Investment Group LLC | 40,197 | $5.97M | 1.15% | −153−0.4% | Reduced |
| Kettle Hill Capital Management, LLC | 40,332 | $5.99M | 1.46% | +40,332 | New |
| Zions Bancorporation, N.A. | 40,521 | $6.02M | 0.44% | +2,957+7.9% | Added |
| Rowland & Co Investment Counsel | 40,563 | $6.03M | 1.27% | +2,557+6.7% | Added |
| Sage Capital Advisors,llc | 40,682 | $6.05M | 1.75% | +23,756+140.4% | Added |
| Tower Bridge Advisors | 40,721 | $6.05M | 0.62% | −9,421−18.8% | Reduced |
| Venture Visionary Partners LLC | 40,866 | $6.07M | 0.29% | −6,181−13.1% | Reduced |
| Borer Denton & Associates, Inc. | 41,010 | $6.10M | 2.16% | −495−1.2% | Reduced |
| GTS Securities LLC | 41,126 | $6.11M | 0.17% | +23,181+129.2% | Added |
| Waterfront Wealth Inc. | 41,701 | $6.13M | 1.71% | −44−0.1% | Reduced |
| Motley Fool Wealth Management, LLC | 41,473 | $6.16M | 0.32% | +959+2.4% | Added |
| Jennison Associates LLC | 41,548 | $6.18M | 0.00% | −24,612−37.2% | Reduced |
| Crossmark Global Holdings, Inc. | 41,757 | $6.21M | 0.12% | −2,061−4.7% | Reduced |
| HBK Sorce Advisory LLC | 41,908 | $6.23M | 0.22% | +2,465+6.2% | Added |
| HTLF Bank | 42,055 | $6.25M | 0.72% | +437+1.1% | Added |
| Louisiana State Employees Retirement System | 42,100 | $6.26M | 0.12% | −1,600−3.7% | Reduced |
| Dean Investment Associates, LLC | 42,217 | $6.27M | 0.86% | +4,315+11.4% | Added |
| HRT Financial LP | 42,245 | $6.28M | 0.04% | −200,636−82.6% | Reduced |