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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 847 | $125.9K | 0.01% | +30+3.7% | Added |
| Toth Financial Advisory Corp | 854 | $126.9K | 0.02% | −14−1.6% | Reduced |
| Westside Investment Management, Inc. | 856 | $127.2K | 0.03% | −61−6.7% | Reduced |
| IAG Wealth Partners, LLC | 874 | $129.9K | 0.03% | +234+36.6% | Added |
| LifeSteps Financial, Inc. | 881 | $130.9K | 0.10% | +881 | New |
| Edmond de Rothschild Holding S.A. | 900 | $133.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 909 | $135.1K | 0.05% | −260−22.2% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $136.3K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 920 | $136.7K | 0.02% | +141+18.1% | Added |
| CNB Bank | 920 | $136.7K | 0.07% | −97−9.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 942 | $140.0K | 0.00% | −183,958−99.5% | Reduced |
| Davis Capital Management | 960 | $141.7K | 0.13% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 963 | $143.1K | 0.13% | +689+251.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 968 | $143.9K | 0.09% | +183+23.3% | Added |
| MV Capital Management, Inc. | 969 | $144.0K | 0.02% | +77+8.6% | Added |
| Asset Dedication, LLC | 983 | $145.0K | 0.01% | −27−2.7% | Reduced |
| Key Financial Inc | 977 | $145.2K | 0.04% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,000 | $148.6K | 0.11% | +1,000 | New |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $149.7K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,014 | $150.0K | 0.09% | −105−9.4% | Reduced |
| American Capital Advisory, LLC | 774 | $150.1K | 0.13% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,020 | $151.6K | 0.01% | −4,305−80.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,050 | $156.1K | 0.02% | −167−13.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $156.1K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,112 | $165.0K | 0.02% | −51−4.4% | Reduced |
| Opal Wealth Advisors, LLC | 1,111 | $165.1K | 0.06% | +1,111 | New |
| Covestor Ltd | 1,119 | $166.0K | 0.11% | +137+14.0% | Added |
| Mascoma Wealth Management LLC | 1,123 | $166.9K | 0.05% | −958−46.0% | Reduced |
| Union Savings Bank | 1,137 | $169.0K | 0.09% | +100+9.6% | Added |
| AdvisorNet Financial, Inc | 1,139 | $169.3K | 0.02% | +42+3.8% | Added |
| First PREMIER Bank | 1,144 | $170.0K | 0.04% | +26+2.3% | Added |
| Bellevue Asset Management, LLC | 1,156 | $171.9K | 0.10% | −180−13.5% | Reduced |
| Atlantic Trust, LLC | 1,185 | $176.1K | 0.05% | +27+2.3% | Added |
| Register Financial Advisors LLC | 1,192 | $177.2K | 0.09% | −1,418−54.3% | Reduced |
| U S Global Investors Inc | 1,195 | $177.6K | 0.01% | +263+28.2% | Added |
| Trust Co | 1,199 | $178.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,201 | $178.5K | 0.06% | +50+4.3% | Added |
| Stephens Investment Management Group LLC | 1,203 | $178.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,228 | $182.5K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,240 | $184.3K | 0.04% | +1,240 | New |
| Glass Jacobson Investment Advisors llc | 1,255 | $186.5K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,270 | $187.5K | 0.05% | −32−2.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,305 | $194.0K | 0.16% | +99+8.2% | Added |
| HHM Wealth Advisors, LLC | 1,313 | $195.2K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,318 | $195.9K | 0.02% | −6,060−82.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,330 | $197.7K | 0.06% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,346 | $200.1K | 0.15% | +1,346 | New |
| Invenio Wealth Partners LLC | 1,349 | $200.5K | 0.11% | +1,349 | New |
| Regents of the University of California | 1,350 | $200.7K | 0.06% | 00.0% | Unchanged |
| Fort, L.P. | 1,354 | $201.2K | 0.51% | −280−17.1% | Reduced |
| Oracle Alpha Inc. | 1,358 | $201.8K | 0.36% | −1,252−48.0% | Reduced |
| Inscription Capital, LLC | 1,360 | $202.1K | 0.03% | +1,360 | New |
| Salomon & Ludwin, LLC | 1,366 | $203.0K | 0.02% | −300−18.0% | Reduced |
| Charles Schwab Trust Co | 1,371 | $203.8K | 0.02% | +2+0.1% | Added |
| Bluesphere Advisors, LLC | 1,374 | $204.2K | 0.11% | −7−0.5% | Reduced |
| Trinity Financial Advisors LLC | 1,377 | $204.7K | 0.09% | −68−4.7% | Reduced |
| Greenwood Capital Associates LLC | 1,382 | $205.5K | 0.03% | +13+0.9% | Added |
| Trust Co of Kansas | 1,385 | $206.0K | 0.11% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,387 | $206.2K | 0.11% | +1,387 | New |
| CIC Wealth, LLC | 1,393 | $207.0K | 0.06% | −73−5.0% | Reduced |
| Quent Capital, LLC | 1,396 | $207.6K | 0.02% | +129+10.2% | Added |
| Payden & Rygel | 1,400 | $208.0K | 0.01% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 1,400 | $208.0K | 0.01% | +1,400 | New |
| HFR Wealth Management, LLC | 1,400 | $208.1K | 0.05% | −200−12.5% | Reduced |
| German American Bancorp, Inc. | 1,400 | $208.1K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,400 | $208.1K | 0.04% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,400 | $208.1K | 0.09% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,405 | $208.8K | 0.04% | +1,405 | New |
| Embree Financial Group | 1,406 | $208.9K | 0.04% | −46−3.2% | Reduced |
| Wallace Advisory Group, LLC | 1,329 | $209.0K | 0.16% | −1,744−56.8% | Reduced |
| Clark Asset Management, LLC | 1,406 | $209.0K | 0.06% | −100−6.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,408 | $209.3K | 0.05% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,414 | $210.2K | 0.15% | +1,414 | New |
| Sargent Investment Group, LLC | 1,416 | $210.5K | 0.05% | −990−41.1% | Reduced |
| EPG Wealth Management LLC | 1,416 | $210.5K | 0.05% | +5+0.4% | Added |
| Diversified, LLC | 1,421 | $211.2K | 0.03% | +11+0.8% | Added |
| O'Rourke & Company, Inc | 1,423 | $212.0K | 0.12% | −272−16.0% | Reduced |
| Drake & Associates, LLC | 1,428 | $212.2K | 0.08% | −400−21.9% | Reduced |
| Arrow Financial Corp | 1,436 | $213.4K | 0.02% | −27−1.8% | Reduced |
| Harvey Investment Co LLC | 1,438 | $214.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,442 | $214.4K | 0.03% | −20−1.4% | Reduced |
| Hall Laurie J Trustee | 1,450 | $215.0K | 0.08% | −60−4.0% | Reduced |
| Beaumont Financial Advisors, LLC | 1,448 | $215.3K | 0.02% | +1,448 | New |
| Invictus Private Wealth, LLC | 1,450 | $215.5K | 0.02% | −61−4.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,462 | $215.6K | 0.14% | +29+2.0% | Added |
| Norwood Financial Corp | 1,453 | $215.9K | 0.31% | +933+179.4% | Added |
| WBH Advisory Inc | 1,465 | $217.7K | 0.02% | +1,465 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,466 | $217.9K | 0.02% | 00.0% | Unchanged |
| LifePro Asset Management | 1,466 | $217.9K | 0.14% | +1,466 | New |
| Hudock, Inc. | 1,467 | $218.1K | 0.05% | +134+10.1% | Added |
| Advus Financial Partners, LLC | 1,469 | $218.3K | 0.07% | −203−12.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,473 | $218.9K | 0.12% | −215−12.7% | Reduced |
| Arcataur Capital Management LLC | 1,473 | $218.9K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,477 | $219.6K | 0.02% | +16+1.1% | Added |
| Members Capital Advisors Inc | 1,481 | $220.1K | 0.62% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,609 | $220.1K | 0.10% | −253−13.6% | Reduced |
| Wedge Capital Management L L P | 1,484 | $220.6K | 0.00% | +60+4.2% | Added |
| Seeds Investor LLC | 1,490 | $221.4K | 0.20% | +1,490 | New |
| Bank of Nova Scotia Trust Co | 1,490 | $221.5K | 0.02% | −701−32.0% | Reduced |
| Richard C. Young & CO., LTD. | 1,490 | $221.5K | 0.03% | −79,749−98.2% | Reduced |