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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 42,501 | $6.30M | 1.19% | +15,165+55.5% | Added |
| Securian Asset Management, Inc | 42,599 | $6.33M | 0.19% | −3,143−6.9% | Reduced |
| Builder Investment Group Inc | 43,245 | $6.43M | 1.87% | −260−0.6% | Reduced |
| Naples Global Advisors, LLC | 43,409 | $6.45M | 0.66% | +611+1.4% | Added |
| Miracle Mile Advisors, LLC | 43,413 | $6.45M | 0.16% | +4,486+11.5% | Added |
| Birch Capital Management, LLC | 43,687 | $6.49M | 3.37% | +3,925+9.9% | Added |
| Concurrent Investment Advisors, LLC | 43,889 | $6.52M | 0.27% | +648+1.5% | Added |
| Buck Wealth Strategies, LLC | 44,024 | $6.54M | 2.25% | +40,592+1,182.8% | Added |
| Live Oak Private Wealth LLC | 44,038 | $6.55M | 1.13% | −3,779−7.9% | Reduced |
| Loomis Sayles & Co L P | 44,046 | $6.55M | 0.01% | −284−0.6% | Reduced |
| First National Trust Co | 44,306 | $6.59M | 0.27% | −2,692−5.7% | Reduced |
| Stratos Wealth Partners, LTD. | 44,387 | $6.60M | 0.11% | −629−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 44,486 | $6.61M | 0.38% | +609+1.4% | Added |
| Atria Wealth Solutions, Inc. | 44,557 | $6.62M | 0.07% | +6,984+18.6% | Added |
| Robeco Institutional Asset Management B.V. | 44,609 | $6.63M | 0.01% | −80,065−64.2% | Reduced |
| Northeast Investment Management | 44,613 | $6.63M | 0.33% | −656−1.4% | Reduced |
| Hudson Bay Capital Management LP | 45,070 | $6.70M | 0.06% | +45,070 | New |
| Haverford Financial Services, Inc. | 45,197 | $6.72M | 1.93% | −72−0.2% | Reduced |
| Wambolt & Associates, LLC | 45,821 | $6.76M | 2.02% | −45−0.1% | Reduced |
| Gratus Capital LLC | 45,657 | $6.79M | 0.31% | +365+0.8% | Added |
| Wealthcare Advisory Partners LLC | 45,672 | $6.79M | 0.22% | +292+0.6% | Added |
| Stonegate Investment Group, LLC | 45,846 | $6.81M | 0.21% | +2,568+5.9% | Added |
| Prudential PLC | 45,874 | $6.82M | 0.06% | −2,385−4.9% | Reduced |
| Tufton Capital Management | 45,996 | $6.84M | 1.34% | −478−1.0% | Reduced |
| Signaturefd, LLC | 46,014 | $6.84M | 0.14% | −2,593−5.3% | Reduced |
| Keystone Financial Planning, Inc. | 46,276 | $6.88M | 2.23% | +2,043+4.6% | Added |
| Griffin Asset Management, Inc. | 46,591 | $6.92M | 0.83% | +5,027+12.1% | Added |
| Hartford Investment Management Co | 46,740 | $6.95M | 0.25% | −1,992−4.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 46,870 | $6.97M | 0.08% | +3,003+6.8% | Added |
| Advisory Services Network, LLC | 46,934 | $6.98M | 0.15% | +10,235+27.9% | Added |
| Koshinski Asset Management, Inc. | 47,031 | $6.99M | 0.72% | +43,822+1,365.6% | Added |
| Investment House LLC | 47,399 | $7.04M | 0.41% | +2,199+4.9% | Added |
| Capital Management Corp | 47,616 | $7.08M | 1.35% | +3,974+9.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 47,660 | $7.08M | 0.53% | −1,197−2.5% | Reduced |
| Steel Peak Wealth Management LLC | 47,880 | $7.12M | 0.36% | +45,299+1,755.1% | Added |
| Oakview Capital Management, L.P. | 48,409 | $7.20M | 7.50% | −75,179−60.8% | Reduced |
| Intact Investment Management Inc. | 48,800 | $7.25M | 0.29% | 00.0% | Unchanged |
| Resources Management Corp | 48,894 | $7.27M | 1.06% | −2,348−4.6% | Reduced |
| Ally Financial Inc. | 49,000 | $7.28M | 0.98% | +17,000+53.1% | Added |
| Texas Yale Capital Corp. | 49,005 | $7.28M | 0.32% | −40−0.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 49,077 | $7.29M | 2.34% | −4,203−7.9% | Reduced |
| Hendley & Co Inc | 49,312 | $7.33M | 2.62% | +233+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 49,358 | $7.34M | 0.50% | +9,677+24.4% | Added |
| Spinnaker Trust | 49,431 | $7.35M | 0.47% | +952+2.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 49,921 | $7.42M | 0.59% | −56−0.1% | Reduced |
| Carlson Capital L P | 50,200 | $7.46M | 0.61% | +50,200 | New |
| Credit Agricole S A | 53,577 | $7.65M | 0.13% | +23,610+78.8% | Added |
| Oppenheimer & Co Inc | 52,330 | $7.78M | 0.13% | −2,073−3.8% | Reduced |
| Ibex Wealth Advisors | 45,176 | $7.85M | 2.13% | +45,154+205,245.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53,124 | $7.90M | 0.24% | +4,484+9.2% | Added |
| Axxcess Wealth Management, LLC | 53,194 | $7.91M | 0.22% | −1,700−3.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 53,221 | $7.91M | 1.60% | +4,879+10.1% | Added |
| Executive Wealth Management, LLC | 53,635 | $7.92M | 0.69% | +491+0.9% | Added |
| CX Institutional | 53,401 | $7.94M | 0.38% | +12,456+30.4% | Added |
| Erste Asset Management GmbH | 54,347 | $7.97M | 0.11% | +18,775+52.8% | Added |
| Grace & White Inc | 53,690 | $7.98M | 1.44% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 53,836 | $8.00M | 0.17% | +10,117+23.1% | Added |
| Shelton Capital Management | 53,914 | $8.01M | 0.23% | −400−0.7% | Reduced |
| JustInvest LLC | 53,976 | $8.02M | 0.17% | +11,379+26.7% | Added |
| Tompkins Financial Corp | 54,260 | $8.06M | 0.91% | +2,838+5.5% | Added |
| Country Club Bank | 54,331 | $8.08M | 0.57% | +7,976+17.2% | Added |
| Maryland State Retirement & Pension System | 56,862 | $8.08M | 0.16% | +482+0.9% | Added |
| Argent Trust Co | 54,658 | $8.12M | 0.37% | +172+0.3% | Added |
| Kentucky Retirement Systems | 54,926 | $8.16M | 0.24% | −2,942−5.1% | Reduced |
| Anchor Investment Management, LLC | 55,020 | $8.18M | 0.86% | +316+0.6% | Added |
| Sowell Financial Services LLC | 55,033 | $8.18M | 0.39% | −202−0.4% | Reduced |
| Linscomb & Williams, Inc. | 56,138 | $8.34M | 0.43% | −152−0.3% | Reduced |
| Bell Bank | 56,796 | $8.44M | 0.73% | +3,209+6.0% | Added |
| Hamel Associates, Inc. | 56,964 | $8.47M | 2.72% | +320+0.6% | Added |
| Birch Hill Investment Advisors LLC | 57,152 | $8.49M | 0.41% | −16,105−22.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,304 | $8.52M | 0.09% | +4,121+7.7% | Added |
| Lathrop Investment Management Corp | 57,398 | $8.53M | 1.65% | −6,541−10.2% | Reduced |
| Integrated Wealth Concepts LLC | 57,405 | $8.53M | 0.12% | −1,272−2.2% | Reduced |
| Lynch & Associates | 57,706 | $8.58M | 1.98% | −2,195−3.7% | Reduced |
| Romano Brothers and Company | 57,752 | $8.58M | 1.18% | −1,389−2.3% | Reduced |
| Captrust Financial Advisors | 57,772 | $8.59M | 0.03% | −12,814−18.2% | Reduced |
| Olstein Capital Management, L.P. | 58,000 | $8.62M | 1.41% | +10,000+20.8% | Added |
| Prospera Financial Services Inc | 58,411 | $8.68M | 0.26% | +3,807+7.0% | Added |
| Cullinan Associates Inc | 58,728 | $8.73M | 0.49% | +4,092+7.5% | Added |
| United Advisor Group, LLC | 58,774 | $8.74M | 3.28% | −14,123−19.4% | Reduced |
| Capstone Investment Advisors, LLC | 59,151 | $8.79M | 0.16% | +23,573+66.3% | Added |
| Teachers Retirement System of the State of Kentucky | 59,198 | $8.80M | 0.08% | −3,220−5.2% | Reduced |
| Macquarie Group Ltd | 59,283 | $8.81M | 0.01% | −10,408−14.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 59,567 | $8.85M | 0.03% | +6,502+12.3% | Added |
| Sigma Investment Counselors Inc | 59,697 | $8.87M | 0.57% | −270.0% | Reduced |
| Formuepleje A/S | 59,837 | $8.89M | 0.50% | −5,823−8.9% | Reduced |
| Daymark Wealth Partners, LLC | 60,111 | $8.93M | 0.48% | −252−0.4% | Reduced |
| Visionary Wealth Advisors | 60,329 | $8.97M | 0.61% | +9,229+18.1% | Added |
| Evergreen Capital Management LLC | 60,524 | $9.00M | 0.34% | −704−1.1% | Reduced |
| Umb Bank N A | 60,530 | $9.00M | 0.14% | −86,428−58.8% | Reduced |
| Evercore Wealth Management, LLC | 60,606 | $9.01M | 0.14% | −2,377−3.8% | Reduced |
| Glenview Trust Co | 61,130 | $9.09M | 0.20% | −851−1.4% | Reduced |
| Wesbanco Bank Inc | 61,178 | $9.09M | 0.34% | +47,418+344.6% | Added |
| Advocate Group LLC | 61,195 | $9.10M | 1.81% | +7,456+13.9% | Added |
| GAM Holding AG | 61,324 | $9.11M | 0.66% | +61,324 | New |
| Candriam Luxembourg S.C.A. | 61,373 | $9.12M | 0.06% | −8,623−12.3% | Reduced |
| Ameritas Advisory Services, LLC | 61,435 | $9.12M | 0.38% | +51,724+532.6% | Added |
| Gilbert & Cook, Inc. | 61,431 | $9.13M | 1.24% | −12,569−17.0% | Reduced |
| Gulf International Bank (UK) Ltd | 61,453 | $9.13M | 0.23% | +297+0.5% | Added |
| Hantz Financial Services, Inc. | 61,762 | $9.18M | 0.18% | −4,055−6.2% | Reduced |