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Livermore
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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
2,220
−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.

Institutional holdersQ1 2024: 2,220 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 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 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$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
Quantum Financial Advisors, LLC1,491$221.6K0.04%+161+12.1%Added
Tower Wealth Partners, Inc.1,492$221.8K0.14%+38+2.6%Added
Foster Victor Wealth Advisors, LLC1,495$222.8K0.02%−28,074−94.9%Reduced
Rbo & Co LLC1,500$222.9K0.04%00.0%Unchanged
Gillespie Robinson & Grimm Inc1,504$223.5K0.02%00.0%Unchanged
Ellenbecker Investment Group1,505$223.8K0.05%+1,505New
Legacy Financial Group LLC1,507$224.0K0.05%+1,507New
Oarsman Capital, Inc.1,509$224.3K0.05%+1,509New
Revisor Wealth Management LLC1,466$224.4K0.10%+1,466New
JGP Wealth Management, LLC1,510$224.4K0.03%+1,510New
Journey Strategic Wealth LLC1,515$225.1K0.01%+175+13.1%Added
Encompass More Asset Management1,521$226.1K0.19%+1,521New
Berger Financial Group, Inc1,524$226.5K0.02%+1,524New
NovaPoint Capital, LLC1,530$227.4K0.08%+6+0.4%Added
DRW Securities, LLC1,532$227.7K0.01%−1,184−43.6%Reduced
Balboa Wealth Partners1,535$228.1K0.07%+48+3.2%Added
Kercheville Advisors, LLC1,537$228.4K0.11%00.0%Unchanged
Stuart Chaussee & Associates, Inc.1,537$228.4K0.07%−950−38.2%Reduced
First Financial Bankshares Inc1,546$229.8K0.01%+1,546New
Grant/GrossMendelsohn, LLC1,527$229.9K0.11%00.0%Unchanged
HFG Advisors, Inc.1,547$229.9K0.20%−114−6.9%Reduced
Pacific Sage Partners, LLC1,552$230.7K0.06%+1+0.1%Added
Heartland Bank & Trust Co1,559$231.7K0.13%+1,559New
Wellington Shields Capital Management, LLC1,562$232.2K0.04%00.0%Unchanged
Broadwater Capital Management LLC1,565$232.6K0.18%00.0%Unchanged
Richwood Investment Advisors, LLC1,565$232.7K0.21%−119−7.1%Reduced
Sage Rhino Capital LLC1,566$232.8K0.05%+46+3.0%Added
Creative Financial Designs Inc1,568$233.0K0.02%−15−0.9%Reduced
MN Wealth Advisors, LLC1,568$233.1K0.14%+10+0.6%Added
Austin Private Wealth, LLC1,533$233.4K0.03%+1,533New
Security National Bank of So Dak1,571$233.5K0.14%−20−1.3%Reduced
M. Kraus & Co1,574$233.9K0.07%−60−3.7%Reduced
Journey Advisory Group, LLC1,574$233.9K0.03%+151+10.6%Added
West Bancorporation Inc1,581$235.0K0.15%−366−18.8%Reduced
TNF LLC1,606$235.5K0.09%−156−8.9%Reduced
Boltwood Capital Management1,585$235.6K0.07%00.0%Unchanged
Staley Capital Advisers Inc1,590$236.3K0.01%00.0%Unchanged
Kathmere Capital Management, LLC1,595$237.1K0.03%−12−0.7%Reduced
Barlow Wealth Partners, Inc.1,638$237.4K0.03%00.0%Unchanged
Vestor Capital, LLC1,604$238.0K0.02%−38−2.3%Reduced
Ridgecrest Wealth Partners, LLC1,602$238.1K0.14%00.0%Unchanged
Integral Investment Advisors, Inc.1,628$239.9K0.10%+1,628New
Lester Murray Antman dba SimplyRich1,614$240.0K0.08%00.0%Unchanged
Granite FO LLC1,887$240.0K0.14%+1,800+2,069.0%Added
First Heartland Consultants, Inc.1,619$241.0K0.03%+83+5.4%Added
Fulcrum Capital LLC1,622$241.1K0.06%+239+17.3%Added
SFMG, LLC1,623$241.2K0.02%+1+0.1%Added
Angeles Investment Advisors, LLC1,628$242.0K0.01%+1,628New
Quotient Wealth Partners, LLC1,633$242.7K0.01%+1,633New
Bulltick Wealth Management, LLC1,633$242.7K0.05%+1,633New
Braun-Bostich & Associates Inc.1,634$242.9K0.20%+12+0.7%Added
Cahaba Wealth Management, Inc.1,635$243.0K0.02%−123−7.0%Reduced
WealthPLAN Partners, LLC1,635$243.1K0.03%−34−2.0%Reduced
WealthCare Investment Partners, LLC1,641$243.9K0.12%+1,641New
St Germain D J Co Inc1,651$245.4K0.01%+24+1.5%Added
Ferguson Wellman Capital Management, Inc1,652$245.5K0.01%−1,920−53.8%Reduced
Beacon Capital Management, LLC1,652$245.5K0.05%+539+48.4%Added
Silvia McColl Wealth Management, LLC1,669$245.8K0.21%+133+8.7%Added
180 Wealth Advisors, LLC1,657$246.3K0.04%+127+8.3%Added
Integrity Wealth Solutions LLC1,660$246.8K0.16%00.0%Unchanged
LBMC Investment Advisors, LLC1,664$247.3K0.02%+15+0.9%Added
Aspire Capital Advisors LLC1,664$247.4K0.08%−51−3.0%Reduced
Tandem Investment Advisors, Inc.1,666$248.0K0.01%+1,666New
Castleview Partners, LLC1,671$248.4K0.14%−75−4.3%Reduced
Legacy Bridge, LLC1,675$249.0K0.15%−164−8.9%Reduced
Crewe Advisors LLC1,675$249.0K0.03%+1,675New
Titleist Asset Management, LLC1,678$249.4K0.04%+81+5.1%Added
Sierra Summit Advisors LLC1,680$249.7K0.07%+21+1.3%Added
Forza Wealth Management, LLC1,683$250.1K0.13%00.0%Unchanged
Peak Planning Group, LLC1,690$251.1K0.16%+1+0.1%Added
FourThought Financial Partners, LLC1,693$251.6K0.03%+263+18.4%Added
Opus Capital Group, LLC1,701$253.0K0.04%−222−11.5%Reduced
Cypress Asset Management Inc1,555$253.4K0.07%−13,655−89.8%Reduced
O'Keefe Stevens Advisory, Inc.1,719$255.5K0.08%+1,719New
Greenfield Savings Bank1,725$256.4K0.13%+1,725New
Patten Group, Inc.1,728$256.8K0.06%−674−28.1%Reduced
Bray Capital Advisors1,730$257.2K0.07%+9+0.5%Added
Tanglewood Legacy Advisors, LLC1,734$257.7K0.13%00.0%Unchanged
MA Private Wealth1,740$258.6K0.05%+9+0.5%Added
CBOE Vest Financial, LLC1,746$259.1K0.01%+1,746New
Perennial Investment Advisors, LLC1,753$260.4K0.04%−279−13.7%Reduced
Silver Coast Investments LLC1,757$261.1K0.11%+1,757New
Marshall Financial Group LLC1,764$262.2K0.08%−13−0.7%Reduced
Rise Advisors, LLC1,767$262.6K0.14%+219+14.1%Added
FinTrust Capital Advisors, LLC1,771$263.2K0.05%+405+29.6%Added
Accel Wealth Management1,771$263.3K0.11%+166+10.3%Added
Latitude Advisors, LLC1,772$263.4K0.16%+158+9.8%Added
Copperwynd Financial, LLC1,784$265.1K0.10%+17+1.0%Added
Gimbal Financial1,785$265.3K0.22%00.0%Unchanged
Coordinated Financial Services, Inc.1,787$265.6K0.23%+1,787New
Pasadena Private Wealth, LLC1,790$266.0K0.06%+1,790New
Centurion Wealth Management LLC1,791$266.2K0.10%+124+7.4%Added
Wintrust Investments LLC1,795$267.0K0.02%+401+28.8%Added
Sonora Investment Management Group, LLC1,798$267.2K0.02%+1,798New
Sound Income Strategies, LLC1,801$267.6K0.02%−113−5.9%Reduced
Lodestone Wealth Management LLC1,802$267.9K0.14%+60+3.4%Added
Capital Insight Partners, LLC1,810$269.0K0.05%−3,015−62.5%Reduced
Woodward Diversified Capital, LLC1,814$269.6K0.17%+110+6.5%Added
Platte River Wealth Advisors, LLC1,835$272.7K0.08%00.0%Unchanged
First City Capital Management, Inc.1,848$274.7K0.15%−67−3.5%Reduced