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 |
|---|---|---|---|---|---|
| Onefund, LLC | 1,861 | $274.7K | 0.33% | −52−2.7% | Reduced |
| First Dallas Securities Inc. | 1,853 | $275.0K | 0.13% | −2,088−53.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,852 | $275.3K | 0.07% | +195+11.8% | Added |
| Schrum Private Wealth Management LLC | 1,855 | $275.7K | 0.25% | +256+16.0% | Added |
| Coastline Trust Co | 1,858 | $276.2K | 0.03% | −505−21.4% | Reduced |
| Herold Advisors, Inc. | 1,859 | $276.4K | 0.07% | −3,590−65.9% | Reduced |
| Cambridge Trust Co | 1,863 | $276.9K | 0.01% | −538−22.4% | Reduced |
| Sapient Capital LLC | 1,864 | $277.0K | 0.01% | −129−6.5% | Reduced |
| Sittner & Nelson, LLC | 1,866 | $277.4K | 0.14% | +60+3.3% | Added |
| Bridges Investment Management Inc | 1,869 | $277.8K | 0.01% | −764−29.0% | Reduced |
| Fulcrum Equity Management | 1,870 | $278.0K | 0.33% | +67+3.7% | Added |
| Leavell Investment Management, Inc. | 1,880 | $279.0K | 0.02% | +9+0.5% | Added |
| Plancorp, LLC | 1,881 | $279.5K | 0.01% | +169+9.9% | Added |
| Alpha Financial Partners, LLC | 1,881 | $279.5K | 0.25% | +89+5.0% | Added |
| McIlrath & Eck, LLC | 1,881 | $279.6K | 0.04% | −61−3.1% | Reduced |
| Proficio Capital Partners LLC | 1,884 | $280.0K | 0.03% | +36+1.9% | Added |
| Gerber, LLC | 1,889 | $280.8K | 0.24% | −100−5.0% | Reduced |
| Catalina Capital Group, LLC | 1,890 | $280.9K | 0.12% | +496+35.6% | Added |
| TRUE Private Wealth Advisors | 1,893 | $281.4K | 0.03% | +34+1.8% | Added |
| FSB Premier Wealth Management, Inc. | 1,896 | $281.7K | 0.13% | −7−0.4% | Reduced |
| Spotlight Asset Group, Inc. | 1,898 | $282.1K | 0.20% | −96−4.8% | Reduced |
| Texas Capital Bancshares Inc | 1,899 | $282.2K | 0.13% | −145−7.1% | Reduced |
| Alta Advisers Ltd | 1,900 | $282.4K | 0.14% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,938 | $286.2K | 0.19% | +1,938 | New |
| Northeast Financial Group, Inc. | 1,929 | $286.7K | 0.13% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,938 | $288.1K | 0.14% | −65−3.2% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $288.6K | 0.17% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 1,948 | $289.5K | 0.11% | +39+2.0% | Added |
| Dumont & Blake Investment Advisors LLC | 1,951 | $290.0K | 0.08% | +8+0.4% | Added |
| Cohen & Steers, Inc. | 1,949 | $290.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,953 | $290.3K | 0.10% | +828+73.6% | Added |
| Certified Advisory Corp | 1,956 | $290.7K | 0.04% | +33+1.7% | Added |
| PFS Partners, LLC | 1,964 | $291.9K | 0.20% | 00.0% | Unchanged |
| Somerset Trust Co | 1,966 | $292.2K | 0.12% | +178+10.0% | Added |
| Retirement Planning Co of New England, Inc. | 1,976 | $293.7K | 0.16% | +462+30.5% | Added |
| First American Trust, FSB | 1,977 | $293.8K | 0.03% | +1,977 | New |
| MBB Public Markets I LLC | 1,977 | $293.8K | 0.02% | +1,977 | New |
| Holistic Planning, LLC | 1,979 | $294.1K | 0.22% | +4+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,979 | $294.1K | 0.02% | −1,733−46.7% | Reduced |
| Sather Financial Group Inc | 1,979 | $294.1K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,723 | $294.4K | 0.02% | −10,283−85.6% | Reduced |
| Calton & Associates, Inc. | 1,983 | $294.7K | 0.14% | +1,983 | New |
| Red Wave Investments LLC | 1,983 | $294.7K | 0.11% | −70−3.4% | Reduced |
| Gilman Hill Asset Management, LLC | 1,983 | $294.8K | 0.05% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,989 | $295.6K | 0.11% | −70−3.4% | Reduced |
| Allstate Corp | 1,990 | $295.8K | 0.02% | −234−10.5% | Reduced |
| Hamilton Capital, LLC | 1,994 | $296.4K | 0.02% | +27+1.4% | Added |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $296.5K | 0.06% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,997 | $296.8K | 0.07% | −181−8.3% | Reduced |
| Colonial River Wealth Management, LLC | 1,999 | $297.1K | 0.17% | +1,999 | New |
| GenTrust, LLC | 2,000 | $297.3K | 0.02% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $297.3K | 0.29% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $297.3K | 0.05% | +2,000 | New |
| Oak Asset Management, LLC | 2,001 | $297.4K | 0.11% | +50+2.6% | Added |
| Alera Investment Advisors, LLC | 2,002 | $297.6K | 0.04% | −24−1.2% | Reduced |
| Smithfield Trust Co | 2,062 | $298.0K | 0.02% | −20−1.0% | Reduced |
| Rice Partnership, LLC | 2,007 | $298.3K | 0.07% | −10.0% | Reduced |
| Exchange Bank | 2,009 | $298.6K | 0.25% | −19−0.9% | Reduced |
| Options Solutions, LLC | 2,010 | $298.7K | 0.17% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,903 | $299.0K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,012 | $299.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,022 | $300.5K | 0.05% | −352−14.8% | Reduced |
| Aviso Wealth Management | 2,024 | $300.8K | 0.19% | +396+24.3% | Added |
| Equitable Trust Co | 2,026 | $301.1K | 0.02% | +2,026 | New |
| Benedict Financial Advisors Inc | 2,027 | $301.2K | 0.08% | −17−0.8% | Reduced |
| Aspiriant, LLC | 2,031 | $301.9K | 0.01% | +18+0.9% | Added |
| N.E.W. Advisory Services LLC | 2,038 | $302.9K | 0.03% | +53+2.7% | Added |
| Atalanta Sosnoff Capital, LLC | 2,040 | $303.2K | 0.01% | +2,040 | New |
| SignalPoint Asset Management, LLC | 2,043 | $303.6K | 0.08% | 00.0% | Unchanged |
| Evexia Wealth LLC | 2,098 | $304.0K | 0.13% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 2,054 | $305.4K | 0.12% | −15,865−88.5% | Reduced |
| Creekmur Asset Management LLC | 2,062 | $306.5K | 0.10% | +4+0.2% | Added |
| Optas, LLC | 2,067 | $307.2K | 0.08% | +189+10.1% | Added |
| WealthShield Partners, LLC | 2,068 | $307.4K | 0.05% | −855−29.3% | Reduced |
| Keel Point, LLC | 2,069 | $307.4K | 0.03% | +406+24.4% | Added |
| Evoke Wealth, LLC | 2,086 | $310.1K | 0.01% | +2,086 | New |
| Archetype Wealth Partners | 2,100 | $312.0K | 0.05% | +2,100 | New |
| Lane & Associates LLC | 2,106 | $313.1K | 0.20% | +9+0.4% | Added |
| CoreFirst Bank & Trust | 2,107 | $313.2K | 0.20% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,117 | $314.0K | 0.03% | −2,553−54.7% | Reduced |
| Southland Equity Partners LLC | 2,125 | $315.9K | 0.09% | +394+22.8% | Added |
| Hancock Whitney Corp | 2,135 | $317.3K | 0.01% | −69−3.1% | Reduced |
| RMB Capital Management, LLC | 2,140 | $318.0K | 0.01% | +404+23.3% | Added |
| Verity Asset Management, Inc. | 2,140 | $318.1K | 0.18% | −132−5.8% | Reduced |
| Patton Albertson Miller Group, LLC | 2,152 | $319.9K | 0.05% | −883−29.1% | Reduced |
| Covenant Partners, LLC | 2,156 | $320.4K | 0.09% | −1,363−38.7% | Reduced |
| Eight 31 Financial LLC | 2,162 | $321.3K | 0.20% | −2,130−49.6% | Reduced |
| Ariston Services Group | 2,164 | $321.6K | 0.31% | +94+4.5% | Added |
| Scientech Research LLC | 2,170 | $322.5K | 0.17% | +2,170 | New |
| Hoylecohen, LLC | 2,174 | $323.1K | 0.02% | −250−10.3% | Reduced |
| Aries Wealth Management | 2,176 | $323.4K | 0.10% | −120−5.2% | Reduced |
| Chesapeake Asset Management LLC | 2,180 | $324.0K | 0.32% | −1,097−33.5% | Reduced |
| First Trust Investment Solutions L.P. | 2,180 | $324.0K | 0.06% | +449+25.9% | Added |
| Angeles Wealth Management, LLC | 2,188 | $325.2K | 0.03% | +2,188 | New |
| Sollinda Capital Management LLC | 2,195 | $326.2K | 0.10% | −350−13.8% | Reduced |
| Buffington Mohr McNeal | 2,200 | $326.9K | 0.06% | +2+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 2,202 | $327.2K | 0.13% | +5+0.2% | Added |
| US Asset Management LLC | 2,209 | $328.0K | 0.30% | −36−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,207 | $328.1K | 0.05% | −733−24.9% | Reduced |
| OneAscent Financial Services LLC | 2,229 | $331.0K | 0.04% | −672−23.2% | Reduced |