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
- 2,220
- −20 vs. Q4 2023
- Shares held
- 513.1M
- −277.5K (−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
- 842 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 167 | $24.8K | 0.01% | −50−23.0% | Reduced |
| Winch Advisory Services, LLC | 168 | $25.0K | 0.01% | +1+0.6% | Added |
| Ofi Invest Asset Management | 191 | $26.3K | 0.00% | +24+14.4% | Added |
| Planning Capital Management Corp | 177 | $26.4K | 0.02% | +15+9.3% | Added |
| Joseph Group Capital Management | 180 | $26.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 184 | $27.3K | 0.01% | −150−44.9% | Reduced |
| Avion Wealth | 187 | $28.0K | 0.01% | +119+175.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 190 | $28.2K | 0.00% | −100−34.5% | Reduced |
| Sofos Investments, Inc. | 191 | $28.5K | 0.00% | +141+282.0% | Added |
| Cornerstone Planning Group LLC | 196 | $28.7K | 0.01% | −8−3.9% | Reduced |
| Guardian Wealth Management, Inc. | 195 | $29.0K | 0.02% | +2+1.0% | Added |
| Piscataqua Savings Bank | 200 | $29.7K | 0.03% | −18−8.3% | Reduced |
| Security National Bank | 200 | $29.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 201 | $29.9K | 0.02% | −12−5.6% | Reduced |
| McClarren Financial Advisors, Inc. | 200 | $30.0K | 0.02% | +200 | New |
| HBC Financial Services, PLLC | 218 | $31.0K | 0.02% | +1+0.5% | Added |
| Front Row Advisors LLC | 221 | $32.8K | 0.01% | +11+5.2% | Added |
| Stephens Consulting, LLC | 223 | $33.1K | 0.01% | +200+869.6% | Added |
| Pacifica Partners Inc. | 215 | $33.6K | 0.01% | −170−44.2% | Reduced |
| Kelly Financial Services LLC | 228 | $33.9K | 0.01% | +10+4.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $35.2K | 0.01% | −41−14.7% | Reduced |
| Horizon Bancorp Inc | 241 | $36.0K | 0.02% | −12−4.7% | Reduced |
| GW&K Investment Management, LLC | 244 | $36.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 244 | $36.3K | 0.00% | +232+1,933.3% | Added |
| Abound Wealth Management | 249 | $37.0K | 0.01% | −58−18.9% | Reduced |
| Criterion Capital Advisors, LLC | 253 | $37.6K | 0.03% | −13−4.9% | Reduced |
| Frank, Rimerman Advisors LLC | 258 | $38.3K | 0.01% | −137−34.7% | Reduced |
| REAP Financial Group, LLC | 260 | $38.6K | 0.01% | −311−54.5% | Reduced |
| Gould Capital, LLC | 266 | $39.5K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 267 | $39.7K | 0.01% | +15+6.0% | Added |
| Dunhill Financial, LLC | 284 | $42.2K | 0.03% | +12+4.4% | Added |
| Morton Brown Family Wealth, LLC | 292 | $43.4K | 0.02% | −8−2.7% | Reduced |
| Financial Perspectives, Inc | 293 | $43.5K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 303 | $45.0K | 0.04% | +4+1.3% | Added |
| Raffa Wealth Management, LLC | 316 | $47.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 316 | $47.0K | 0.02% | +316 | New |
| Blume Capital Management, Inc. | 320 | $47.6K | 0.01% | −25−7.2% | Reduced |
| Hilltop National Bank | 321 | $47.7K | 0.02% | +321 | New |
| Northwest Capital Management Inc | 328 | $48.7K | 0.02% | +1+0.3% | Added |
| ORG Partners LLC | 331 | $48.9K | 0.09% | −2,246−87.2% | Reduced |
| Tfo-TDC, LLC | 333 | $49.5K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 335 | $49.8K | 0.04% | +200+148.1% | Added |
| Game Plan Financial Advisors, LLC | 336 | $49.9K | 0.03% | −150−30.9% | Reduced |
| Wiser Advisor Group LLC | 338 | $50.4K | 0.08% | +2+0.6% | Added |
| Private Ocean, LLC | 340 | $50.5K | 0.01% | +26+8.3% | Added |
| Dynamic Wealth Strategies, LLC | 343 | $51.0K | 0.04% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 344 | $51.1K | 0.02% | +344 | New |
| Exchange Traded Concepts, LLC | 346 | $51.4K | 0.00% | −47,065−99.3% | Reduced |
| FSA Wealth Management LLC | 355 | $52.8K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 362 | $53.8K | 0.01% | +362 | New |
| RE Dickinson Investment Advisors, LLC | 365 | $54.0K | 0.03% | −11−2.9% | Reduced |
| Tacita Capital Inc | 365 | $54.3K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 365 | $54.3K | 0.03% | −190−34.2% | Reduced |
| Voisard Asset Management Group, Inc. | 366 | $54.4K | 0.03% | −37−9.2% | Reduced |
| Carolinas Wealth Consulting LLC | 371 | $55.2K | 0.01% | +9+2.5% | Added |
| Macroview Investment Management LLC | 384 | $57.1K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 396 | $58.9K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $59.5K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 401 | $59.6K | 0.04% | +49+13.9% | Added |
| Essex Investment Management Co LLC | 404 | $60.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 428 | $63.6K | 0.02% | −113−20.9% | Reduced |
| Pacific Center for Financial Services | 428 | $63.6K | 0.02% | +10+2.4% | Added |
| Y.D. More Investments Ltd | 440 | $65.4K | 0.01% | −65−12.9% | Reduced |
| Tyler-Stone Wealth Management | 442 | $65.8K | 0.03% | −33−6.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 445 | $66.1K | 0.03% | −819−64.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 445 | $66.2K | 0.02% | −34−7.1% | Reduced |
| M&R Capital Management Inc | 447 | $66.4K | 0.02% | +199+80.2% | Added |
| JNBA Financial Advisors | 454 | $67.5K | 0.01% | −134−22.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 455 | $67.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 475 | $70.6K | 0.01% | +26+5.8% | Added |
| Cassady Schiller Wealth Management, LLC | 484 | $72.0K | 0.03% | −100−17.1% | Reduced |
| RFP Financial Group LLC | 502 | $74.6K | 0.03% | −374−42.7% | Reduced |
| TSFG, LLC | 514 | $76.0K | 0.02% | +1+0.2% | Added |
| Core Wealth Advisors, Inc. | 515 | $76.5K | 0.03% | +20+4.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 530 | $78.8K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 530 | $79.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 536 | $79.6K | 0.03% | +1+0.2% | Added |
| Chilton Capital Management LLC | 541 | $80.4K | 0.00% | −519−49.0% | Reduced |
| TFC Financial Management | 554 | $82.4K | 0.01% | +4+0.7% | Added |
| Pinnacle Holdings, LLC | 595 | $88.4K | 0.04% | −268−31.1% | Reduced |
| Avalon Trust Co | 603 | $89.5K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 647 | $92.4K | 0.05% | +95+17.2% | Added |
| Monetary Management Group Inc | 646 | $96.0K | 0.03% | −35−5.1% | Reduced |
| Global Financial Private Client, LLC | 661 | $97.6K | 0.04% | −248−27.3% | Reduced |
| Eagle Bay Advisors LLC | 663 | $98.5K | 0.06% | −28−4.1% | Reduced |
| Rational Advisors LLC | 669 | $99.4K | 0.01% | −129−16.2% | Reduced |
| Baldwin Brothers Inc | 673 | $100.0K | 0.01% | +25+3.9% | Added |
| JJJ Advisors Inc. | 679 | $100.9K | 0.02% | −31−4.4% | Reduced |
| Operose Advisors LLC | 682 | $101.4K | 0.03% | +37+5.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 714 | $106.2K | 0.05% | +7+1.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 737 | $109.5K | 0.01% | +737 | New |
| Future Financial Wealth Managment LLC | 745 | $110.7K | 0.09% | +745 | New |
| First Command Advisory Services, Inc. | 753 | $111.6K | 0.00% | +103+15.8% | Added |
| BKM Wealth Management, LLC | 761 | $113.1K | 0.05% | +135+21.6% | Added |
| MeadowBrook Investment Advisors LLC | 769 | $114.3K | 0.11% | −40−4.9% | Reduced |
| Webster Bank, N. A. | 788 | $117.1K | 0.01% | +5+0.6% | Added |
| Optiver Holding B.V. | 794 | $118.0K | 0.00% | +794 | New |
| Natixis | 817 | $121.4K | 0.00% | +817 | New |
| General Partner, Inc. | 842 | $125.1K | 0.08% | +219+35.2% | Added |
| First Pacific Financial | 844 | $125.4K | 0.04% | +4+0.5% | Added |