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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 61,860 | $9.19M | 0.18% | −16,575−21.1% | Reduced |
| Simplex Trading, LLC | 62,262 | $9.25M | 0.27% | +8,963+16.8% | Added |
| Bailard, Inc. | 62,269 | $9.26M | 0.26% | −152−0.2% | Reduced |
| Noesis Capital Mangement Corp | 62,333 | $9.26M | 2.06% | −1,950−3.0% | Reduced |
| Coulter & Justus Financial Services, LLC | 62,333 | $9.26M | 2.06% | +62,333 | New |
| Tredje AP-fonden | 62,794 | $9.33M | 0.10% | −9,834−13.5% | Reduced |
| 9258 Wealth Management, LLC | 62,994 | $9.36M | 1.46% | −594−0.9% | Reduced |
| Mattern Capital Management, LLC | 63,425 | $9.43M | 1.28% | +4,123+7.0% | Added |
| Independent Advisor Alliance | 63,500 | $9.44M | 0.34% | −3,583−5.3% | Reduced |
| Parkwood LLC | 63,503 | $9.44M | 0.99% | +43,812+222.5% | Added |
| Huntington National Bank | 63,851 | $9.49M | 0.08% | −21,462−25.2% | Reduced |
| Hendershot Investments Inc. | 63,873 | $9.49M | 1.36% | −1,868−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,811 | $9.63M | 0.11% | −1,256−1.9% | Reduced |
| CCM Investment Advisers LLC | 65,589 | $9.75M | 1.17% | +1,380+2.1% | Added |
| Assetmark, Inc | 65,630 | $9.75M | 0.03% | +3,270+5.2% | Added |
| M&G Plc | 65,546 | $9.77M | 0.06% | +65,546 | New |
| Tudor Investment Corp Et Al | 65,717 | $9.77M | 0.12% | +65,717 | New |
| MAI Capital Management | 66,083 | $9.82M | 0.10% | +15,211+29.9% | Added |
| Elo Mutual Pension Insurance Co | 66,085 | $9.82M | 0.23% | +2,938+4.7% | Added |
| Mackenzie Financial Corp | 66,310 | $9.86M | 0.01% | +3,763+6.0% | Added |
| Allianz SE | 66,352 | $9.86M | 0.31% | +66,352 | New |
| Davy Global Fund Management Ltd | 67,413 | $10.0M | 1.14% | −695−1.0% | Reduced |
| Guyasuta Investment Advisors Inc | 64,032 | $10.1M | 0.73% | −371−0.6% | Reduced |
| Welch & Forbes LLC | 67,939 | $10.1M | 0.14% | −1,834−2.6% | Reduced |
| South Dakota Investment Council | 67,972 | $10.1M | 0.21% | +50,500+289.0% | Added |
| Edgar Lomax Co | 68,325 | $10.2M | 0.63% | +20,882+44.0% | Added |
| Congress Asset Management Co | 68,651 | $10.2M | 0.07% | +16,642+32.0% | Added |
| Abner Herrman & Brock LLC | 69,181 | $10.3M | 1.28% | +1,594+2.4% | Added |
| Lido Advisors, LLC | 69,413 | $10.3M | 0.09% | +4,439+6.8% | Added |
| Empowered Funds, LLC | 69,763 | $10.4M | 0.19% | +27,894+66.6% | Added |
| Woodmont Investment Counsel LLC | 69,950 | $10.4M | 0.88% | +1,419+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 69,979 | $10.4M | 0.02% | −38,979−35.8% | Reduced |
| Stillwater Capital Advisors, LLC | 70,074 | $10.4M | 1.54% | +448+0.6% | Added |
| TCTC Holdings, LLC | 70,101 | $10.4M | 0.35% | −1,350−1.9% | Reduced |
| Stonebridge Capital Advisors LLC | 70,882 | $10.5M | 0.95% | +4,556+6.9% | Added |
| Eastern Bank | 71,031 | $10.6M | 0.44% | −854−1.2% | Reduced |
| Qube Research & Technologies Ltd | 71,173 | $10.6M | 0.02% | −359,615−83.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 71,553 | $10.6M | 0.02% | −3,845−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 71,662 | $10.7M | 0.01% | +867+1.2% | Added |
| Abn Amro Investment Solutions | 71,940 | $10.7M | 0.19% | +3,835+5.6% | Added |
| Beacon Pointe Advisors, LLC | 72,158 | $10.7M | 0.12% | +21,929+43.7% | Added |
| J.W. Cole Advisors, Inc. | 72,306 | $10.7M | 0.54% | −281−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 72,350 | $10.8M | 0.17% | +1,778+2.5% | Added |
| CIBC World Markets Corp | 72,535 | $10.8M | 0.07% | −65,561−47.5% | Reduced |
| La Banque Postale Asset Management SA | 72,546 | $10.8M | 0.43% | −24,375−25.1% | Reduced |
| CapWealth Advisors, LLC | 72,661 | $10.8M | 1.21% | +14,477+24.9% | Added |
| Rafferty Asset Management, LLC | 72,823 | $10.8M | 0.04% | −2,101−2.8% | Reduced |
| Congress Wealth Management LLC | 72,826 | $10.8M | 0.19% | +18,660+34.4% | Added |
| Engineers Gate Manager LP | 73,008 | $10.9M | 0.29% | +64,628+771.2% | Added |
| Allianz Asset Management GmbH | 73,100 | $10.9M | 0.02% | −9,684−11.7% | Reduced |
| Daiwa Securities Group Inc. | 75,576 | $11.2M | 0.06% | +1,725+2.3% | Added |
| Addenda Capital Inc. | 75,882 | $11.3M | 0.43% | +7,792+11.4% | Added |
| TownSquare Capital, LLC | 76,113 | $11.3M | 0.17% | +22,556+42.1% | Added |
| Thompson Siegel & Walmsley LLC | 76,617 | $11.4M | 0.18% | −140.0% | Reduced |
| Synovus Financial Corp | 79,276 | $11.8M | 0.15% | −1,469−1.8% | Reduced |
| CWM, LLC | 79,451 | $11.8M | 0.06% | −31,968−28.7% | Reduced |
| Logan Capital Management Inc | 79,461 | $11.8M | 0.51% | +21,305+36.6% | Added |
| Kornitzer Capital Management Inc | 79,760 | $11.9M | 0.22% | +316+0.4% | Added |
| Iowa State Bank | 80,196 | $11.9M | 2.64% | −219−0.3% | Reduced |
| SpiderRock Advisors, LLC | 78,788 | $12.0M | 0.39% | +78,788 | New |
| Adviser Investments LLC | 80,428 | $12.0M | 0.16% | +1,254+1.6% | Added |
| Vantage Investment Partners, LLC | 80,637 | $12.0M | 1.07% | +2,038+2.6% | Added |
| Jacobs & Co | 81,430 | $12.1M | 1.28% | +3,205+4.1% | Added |
| Zevin Asset Management LLC | 81,437 | $12.1M | 2.01% | −10,188−11.1% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $12.2M | 3.46% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 81,958 | $12.2M | 0.27% | +1,671+2.1% | Added |
| CIBC World Markets Inc. | 82,033 | $12.2M | 0.03% | +916+1.1% | Added |
| Heritage Investors Management Corp | 82,332 | $12.2M | 0.43% | +203+0.2% | Added |
| United Bank | 82,741 | $12.3M | 1.47% | +7,877+10.5% | Added |
| ING Groep NV | 83,098 | $12.4M | 0.08% | +71,521+617.8% | Added |
| Moneta Group Investment Advisors LLC | 83,263 | $12.4M | 0.20% | +77,019+1,233.5% | Added |
| Warren Averett Asset Management, LLC | 83,344 | $12.4M | 0.29% | +76,928+1,199.0% | Added |
| Cresset Asset Management, LLC | 83,495 | $12.4M | 0.06% | −1,157−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,570 | $12.4M | 0.15% | +4,130+5.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 84,796 | $12.6M | 2.61% | −3,228−3.7% | Reduced |
| Achmea Investment Management B.V. | 85,193 | $12.7M | 0.24% | −5,471−6.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 85,286 | $12.7M | 0.03% | +5,373+6.7% | Added |
| State of Alaska, Department of Revenue | 85,711 | $12.7M | 0.15% | +375+0.4% | Added |
| Wilkins Investment Counsel Inc | 85,726 | $12.7M | 1.86% | +25,170+41.6% | Added |
| Miramar Capital, LLC | 86,727 | $12.8M | 3.22% | +5,656+7.0% | Added |
| British Columbia Investment Management Corp | 86,351 | $12.8M | 0.09% | +3,092+3.7% | Added |
| Charter Trust Co | 86,560 | $12.9M | 0.86% | −312−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 86,708 | $12.9M | 0.19% | +3,191+3.8% | Added |
| Nissay Asset Management Corp | 86,732 | $12.9M | 0.09% | +1,583+1.9% | Added |
| International Assets Investment Management, LLC | 89,186 | $13.2M | 1.38% | −3,050−3.3% | Reduced |
| Pinnacle Financial Partners Inc | 89,089 | $13.2M | 0.29% | −10,101−10.2% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,284 | $13.3M | 11.43% | +84,284 | New |
| Bartlett & Co. Wealth Management LLC | 89,504 | $13.3M | 0.20% | −2,189−2.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 90,057 | $13.4M | 0.82% | −1,117−1.2% | Reduced |
| Man Group plc | 90,203 | $13.4M | 0.04% | +53,328+144.6% | Added |
| Armstrong Advisory Group, Inc | 85,615 | $13.5M | 1.31% | 00.0% | Unchanged |
| Brookstone Capital Management | 90,611 | $13.5M | 0.24% | −5,402−5.6% | Reduced |
| Mediolanum International Funds Ltd | 91,996 | $13.6M | 0.22% | +91,996 | New |
| Telos Capital Management, Inc. | 91,445 | $13.6M | 1.53% | +4,108+4.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 91,489 | $13.6M | 1.69% | +252+0.3% | Added |
| Brinker Capital Investments, LLC | 91,644 | $13.6M | 0.15% | +12,524+15.8% | Added |
| Orion Portfolio Solutions, LLC | 91,644 | $13.6M | 0.15% | +12,524+15.8% | Added |
| Sequoia Financial Advisors, LLC | 91,789 | $13.6M | 0.17% | −4,249−4.4% | Reduced |
| ProShare Advisors LLC | 92,661 | $13.8M | 0.04% | −3,193−3.3% | Reduced |
| Commerce Bank | 92,794 | $13.8M | 0.09% | +3,573+4.0% | Added |