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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.

Institutional holdersQ1 2024: 2,219 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2024: $76.3B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Eagle Asset Management Inc94,517$14.0M0.07%+35,943+61.4%Added
Janney Capital Management LLC93,888$14.0M0.93%+8,228+9.6%Added
Biechele Royce Advisors94,015$14.0M4.63%+5,895+6.7%Added
TD Waterhouse Canada Inc.91,180$14.0M0.10%+1,569+1.8%Added
Walleye Trading LLC94,192$14.0M0.23%−3,616−3.7%Reduced
Atria Investments LLC94,365$14.0M0.19%+4,825+5.4%Added
NorthCrest Asset Manangement, LLC94,707$14.1M0.48%+4,036+4.5%Added
Mutual of America Capital Management LLC94,857$14.1M0.15%−2,007−2.1%Reduced
Tritonpoint Wealth, LLC93,685$14.2M1.48%+1,232+1.3%Added
Tamar Securities, LLC95,959$14.3M2.41%+14,987+18.5%Added
Greatmark Investment Partners, Inc.96,111$14.3M2.03%+4,997+5.5%Added
Southern Capital Advisors, LLC96,282$14.3M8.69%+119+0.1%Added
Private Advisor Group, LLC97,087$14.4M0.10%−8,007−7.6%Reduced
Isthmus Partners, LLC97,592$14.5M1.65%+29,184+42.7%Added
Pinnacle Associates Ltd98,221$14.6M0.23%−6,510−6.2%Reduced
D. E. Shaw & Co., Inc.98,951$14.7M0.02%+50,971+106.2%Added
Mayar Capital Ltd.98,961$14.7M12.57%−15,403−13.5%Reduced
U.S. Capital Wealth Advisors, LLC98,969$14.7M0.57%+8,199+9.0%Added
Canada Pension Plan Investment Board99,190$14.7M0.02%+1,065+1.1%Added
Fisher Asset Management, LLC100,783$15.0M0.01%−3,789−3.6%Reduced
Everett Harris & Co101,075$15.0M0.20%−2,832−2.7%Reduced
Teacher Retirement System of Texas101,621$15.1M0.10%−39,878−28.2%Reduced
Public Employees Retirement Association of Colorado101,751$15.1M0.07%−5,106−4.8%Reduced
QRG Capital Management, Inc.102,424$15.2M0.19%−26,234−20.4%Reduced
Yousif Capital Management, LLC104,648$15.6M0.17%−443−0.4%Reduced
Bridgeway Capital Management, LLC105,029$15.6M0.32%+19,451+22.7%Added
Verity & Verity, LLC106,327$15.8M1.76%+4,206+4.1%Added
Fidelity National Financial, Inc.106,701$15.9M0.31%00.0%Unchanged
Financial Counselors Inc107,034$15.9M0.27%+3,155+3.0%Added
Pathstone Holdings, LLC107,050$15.9M0.07%+7,211+7.2%Added
Baker Avenue Asset Management, LP107,503$16.0M0.63%+25,796+31.6%Added
Blue Chip Partners, Inc.108,060$16.1M1.56%+11,383+11.8%Added
Alpha Cubed Investments, LLC108,574$16.1M0.84%+5,069+4.9%Added
Marco Investment Management LLC108,974$16.2M1.53%+172+0.2%Added
Degroof Petercam Asset Management109,300$16.2M0.20%−11,500−9.5%Reduced
New York Life Investment Management LLC109,339$16.3M0.16%−3,796−3.4%Reduced
GWM Advisors LLC109,383$16.3M0.14%+3,665+3.5%Added
Andra AP-fonden109,983$16.3M0.29%+109,983New
Brown Advisory Inc110,026$16.4M0.02%−27,469−20.0%Reduced
SG Americas Securities, LLC110,451$16.4M0.08%−7,204−6.1%Reduced
Marcum Wealth, LLC111,609$16.6M1.68%+166+0.1%Added
Harvest Portfolios Group Inc.113,010$16.8M0.66%−3,141−2.7%Reduced
Davenport & Co LLC113,999$16.9M0.11%−565,205−83.2%Reduced
Scotia Capital Inc.114,091$17.0M0.10%−1,555−1.3%Reduced
Stewart & Patten Co LLC114,167$17.0M2.54%+3,141+2.8%Added
Washington Trust Advisors, Inc.114,619$17.0M1.56%−1,067−0.9%Reduced
Mercer Global Advisors Inc115,272$17.1M0.05%−35,313−23.5%Reduced
Temasek Holdings (Private) Ltd115,281$17.1M0.09%+82,280+249.3%Added
First Long Island Investors, LLC117,921$17.5M1.46%−2,601−2.2%Reduced
Xponance, Inc.118,518$17.6M0.18%−9,776−7.6%Reduced
Two Sigma Advisers, LP118,700$17.6M0.04%−119,200−50.1%Reduced
Vontobel Holding Ltd.121,061$18.0M0.14%−37,433−23.6%Reduced
Citadel Advisors LLC121,490$18.1M0.02%−1,599,747−92.9%Reduced
Godsey & Gibb Associates121,645$18.1M1.90%+9,846+8.8%Added
Grimes & Company, Inc.122,162$18.2M0.56%+7,930+6.9%Added
Factory Mutual Insurance Co123,700$18.4M0.21%00.0%Unchanged
Utah Retirement Systems125,518$18.7M0.22%−100−0.1%Reduced
Prio Wealth Limited Partnership125,941$18.7M0.54%+3,996+3.3%Added
Kestra Advisory Services, LLC125,985$18.7M0.13%+22,612+21.9%Added
Madison Asset Management, LLC126,115$18.7M0.23%−5,054−3.9%Reduced
Calamos Advisors LLC126,402$18.8M0.09%−3,445−2.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.126,470$18.8M0.08%−488,537−79.4%Reduced
Czech National Bank127,257$18.9M0.24%+562+0.4%Added
Caisse de Depot Et Placement du Quebec127,960$19.0M0.05%+124,275+3,372.5%Added
Dearborn Partners LLC128,139$19.0M0.82%−41,697−24.6%Reduced
Woodline Partners LP129,480$19.2M0.18%+129,480New
Donald L. Hagan, LLC130,040$19.3M10.22%−104−0.1%Reduced
Cambridge Investment Research Advisors, Inc.130,390$19.4M0.07%+4,355+3.5%Added
Willis Investment Counsel130,556$19.4M1.33%+51,871+65.9%Added
KBC Group NV131,925$19.6M0.06%−173,123−56.8%Reduced
Varma Mutual Pension Insurance Co132,658$19.7M0.17%+78,500+144.9%Added
Van Eck Associates Corp133,606$19.9M0.03%+2,785+2.1%Added
Regions Financial Corp134,176$19.9M0.15%−112,713−45.7%Reduced
CIBC Asset Management Inc134,282$20.0M0.07%+2,982+2.3%Added
Benjamin F. Edwards & Company, Inc.134,888$20.0M0.36%+4,330+3.3%Added
Badgley Phelps Wealth Managers, LLC136,665$20.3M0.51%−35,856−20.8%Reduced
RSM US Wealth Management LLC138,267$20.6M0.53%+509+0.4%Added
First Manhattan Co139,021$20.7M0.07%−3,859−2.7%Reduced
Modera Wealth Management, LLC139,307$20.7M0.32%+7,468+5.7%Added
Marathon Asset Mgmt Ltd140,403$20.9M0.56%−9,438−6.3%Reduced
Schroder Investment Management Group141,298$21.0M0.02%−59,093−29.5%Reduced
Waters Parkerson & Co., LLC141,640$21.1M1.08%−265−0.2%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund142,141$21.1M0.23%−1,100−0.8%Reduced
Mairs & Power Inc142,315$21.2M0.20%−49,514−25.8%Reduced
IFM Investors Pty Ltd142,715$21.2M0.23%+136+0.1%Added
Skandinaviska Enskilda Banken AB (publ)143,168$21.3M0.10%+309+0.2%Added
Clarkston Capital Partners, LLC143,890$21.4M0.38%+4,840+3.5%Added
Fifth Third Bancorp144,650$21.5M0.08%−14,312−9.0%Reduced
Manning & Napier Group, LLC145,816$21.7M0.25%−12,036−7.6%Reduced
Stephens Inc147,721$22.0M0.34%+18,895+14.7%Added
UniSuper Management Pty Ltd149,373$22.2M0.21%−20,732−12.2%Reduced
Texas Permanent School Fund150,002$22.3M0.18%+174+0.1%Added
KCM Investment Advisors LLC150,060$22.3M0.82%−172−0.1%Reduced
Ensign Peak Advisors, Inc151,368$22.5M0.04%−49,080−24.5%Reduced
Klingenstein Fields & Co LP152,471$22.7M0.94%−3,178−2.0%Reduced
Amalgamated Bank152,789$22.7M0.19%−24,417−13.8%Reduced
1832 Asset Management L.P.153,824$22.9M0.04%+50,072+48.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys158,776$23.6M0.16%+392+0.2%Added
Retirement Systems of Alabama159,633$23.7M0.09%+234+0.1%Added
MML Investors Services, LLC160,938$23.9M0.10%+2,644+1.7%Added