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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 2,233 | $331.9K | 0.01% | −94,672−97.7% | Reduced |
| Financial Management Professionals, Inc. | 2,231 | $332.0K | 0.05% | +249+12.6% | Added |
| Montecito Bank & Trust | 2,244 | $333.5K | 0.07% | −1,096−32.8% | Reduced |
| GeoWealth Management, LLC | 2,247 | $334.0K | 0.01% | +251+12.6% | Added |
| Founders Capital Management | 2,255 | $335.2K | 0.23% | −70−3.0% | Reduced |
| LexAurum Advisors, LLC | 2,255 | $335.2K | 0.08% | +521+30.0% | Added |
| Franklin Street Advisors Inc | 2,257 | $336.0K | 0.02% | −475−17.4% | Reduced |
| Beaton Management Co. Inc. | 2,267 | $337.0K | 0.18% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,277 | $338.4K | 0.03% | +2,277 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,282 | $339.1K | 0.13% | +107+4.9% | Added |
| Strategy Asset Managers LLC | 2,285 | $339.5K | 0.07% | +358+18.6% | Added |
| Traphagen Investment Advisors LLC | 2,305 | $342.5K | 0.04% | +86+3.9% | Added |
| 360 Financial, Inc. | 2,311 | $343.5K | 0.13% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,317 | $344.4K | 0.02% | +52+2.3% | Added |
| Sentry Investment Management LLC | 2,323 | $345.0K | 0.13% | −1,470−38.8% | Reduced |
| MTM Investment Management, LLC | 2,323 | $345.2K | 0.14% | −1,491−39.1% | Reduced |
| New Covenant Trust Company, N.A. | 2,324 | $345.4K | 0.35% | +2,324 | New |
| Providence Wealth Advisors, LLC | 2,318 | $346.2K | 0.30% | +2,318 | New |
| Etfidea, LLC | 2,335 | $347.1K | 0.12% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,342 | $348.0K | 0.08% | +468+25.0% | Added |
| Vanguard Capital Wealth Advisors | 2,342 | $348.1K | 0.24% | +400+20.6% | Added |
| Optimist Retirement Group LLC | 2,342 | $348.1K | 0.18% | +65+2.9% | Added |
| Winthrop Advisory Group LLC | 2,344 | $348.4K | 0.05% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 2,216 | $349.0K | 0.29% | +108+5.1% | Added |
| King Wealth | 2,349 | $349.0K | 0.06% | −812−25.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,354 | $349.8K | 0.06% | −14−0.6% | Reduced |
| KPP Advisory Services LLC | 2,355 | $350.0K | 0.10% | +38+1.6% | Added |
| Westhampton Capital, LLC | 2,355 | $350.0K | 0.19% | −320−12.0% | Reduced |
| Vertex Planning Partners, LLC | 2,355 | $350.0K | 0.10% | −18−0.8% | Reduced |
| Consolidated Planning Corp | 2,364 | $351.3K | 0.06% | −926−28.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,365 | $351.6K | 0.02% | −59−2.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,366 | $351.6K | 0.06% | +55+2.4% | Added |
| Brown, Lisle/Cummings, Inc. | 2,375 | $353.0K | 0.12% | +3+0.1% | Added |
| Nicolet Bankshares Inc | 2,388 | $354.9K | 0.09% | −24−1.0% | Reduced |
| Bill Few Associates, Inc. | 2,394 | $355.8K | 0.14% | +187+8.5% | Added |
| Grandview Asset Management LLC | 2,396 | $356.0K | 0.16% | −134−5.3% | Reduced |
| waypoint wealth counsel | 2,400 | $356.7K | 0.27% | −20−0.8% | Reduced |
| Allegheny Financial Group LTD | 2,430 | $361.2K | 0.11% | +2+0.1% | Added |
| Cobblestone Capital Advisors LLC | 2,430 | $361.2K | 0.02% | −66−2.6% | Reduced |
| Chaney Capital Management, Inc. | 2,430 | $361.2K | 0.29% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,437 | $362.2K | 0.04% | +2,211+978.3% | Added |
| Meadow Creek Wealth Advisors LLC | 2,442 | $363.0K | 0.25% | +384+18.7% | Added |
| IMS Capital Management | 2,446 | $363.6K | 0.17% | −426−14.8% | Reduced |
| Private Wealth Partners, LLC | 2,450 | $364.1K | 0.03% | −850−25.8% | Reduced |
| Lyell Wealth Management, LP | 2,453 | $364.6K | 0.04% | +190+8.4% | Added |
| Fortis Group Advisors, LLC | 2,464 | $366.2K | 0.07% | −255−9.4% | Reduced |
| NWF Advisory Services Inc. | 2,465 | $366.3K | 0.06% | −168−6.4% | Reduced |
| Shufro Rose & Co LLC | 2,465 | $366.4K | 0.03% | +1,115+82.6% | Added |
| Great Diamond Partners, LLC | 2,471 | $367.3K | 0.08% | +172+7.5% | Added |
| Crestwood Advisors Group LLC | 2,474 | $367.8K | 0.01% | +2,474 | New |
| New Hampshire Trust | 2,476 | $368.0K | 0.09% | +43+1.8% | Added |
| Heartwood Wealth Advisors LLC | 2,481 | $368.8K | 0.05% | 00.0% | Unchanged |
| Busey Wealth Management | 2,487 | $369.6K | 0.01% | −17−0.7% | Reduced |
| Leo Wealth, LLC | 2,496 | $369.7K | 0.04% | +206+9.0% | Added |
| McRae Capital Management Inc | 2,488 | $369.7K | 0.08% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 2,494 | $370.7K | 0.10% | −1,362−35.3% | Reduced |
| Gouws Capital LLC | 2,500 | $371.6K | 0.28% | −100−3.8% | Reduced |
| AlphaMark Advisors, LLC | 2,504 | $372.0K | 0.13% | +123+5.2% | Added |
| Austin Asset Management Co Inc | 2,505 | $372.3K | 0.08% | −50−2.0% | Reduced |
| Wilkinson Global Asset Management LLC | 2,507 | $372.6K | 0.02% | −1,605−39.0% | Reduced |
| Indiana Trust & Investment Management CO | 2,510 | $373.1K | 0.15% | −215−7.9% | Reduced |
| Ti-Trust, Inc | 2,515 | $373.8K | 0.27% | +381+17.9% | Added |
| Lifeworks Advisors, LLC | 2,517 | $374.2K | 0.10% | +300+13.5% | Added |
| Sunpointe, LLC | 2,531 | $376.1K | 0.42% | +24+1.0% | Added |
| Old Mission Investment Co LLC | 2,539 | $377.4K | 0.13% | +114+4.7% | Added |
| Prestige Wealth Management Group LLC | 2,539 | $377.4K | 0.08% | +77+3.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,545 | $378.3K | 0.09% | −467−15.5% | Reduced |
| Spirit of America Management Corp | 2,550 | $379.0K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,555 | $379.8K | 0.24% | −103−3.9% | Reduced |
| Sharp Financial Services, LLC | 2,556 | $379.9K | 0.35% | +149+6.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,558 | $380.1K | 0.01% | −341−11.8% | Reduced |
| Kades & Cheifetz LLC | 2,558 | $380.2K | 0.24% | −10−0.4% | Reduced |
| Joule Financial, LLC | 2,561 | $380.6K | 0.16% | +62+2.5% | Added |
| L2 Asset Management, LLC | 2,572 | $382.2K | 0.13% | +270+11.7% | Added |
| Meridian Wealth Advisors, LLC | 2,574 | $382.6K | 0.07% | −723−21.9% | Reduced |
| Salem Investment Counselors Inc | 2,578 | $383.2K | 0.01% | −38−1.5% | Reduced |
| Delta Financial Advisors LLC | 2,588 | $384.6K | 0.15% | +8+0.3% | Added |
| Burns Matteson Capital Management, LLC | 2,588 | $384.7K | 0.25% | −155−5.7% | Reduced |
| Sachetta, LLC | 2,452 | $385.6K | 0.18% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,599 | $386.4K | 0.16% | −376−12.6% | Reduced |
| Peavine Capital, LLC | 2,600 | $386.4K | 0.10% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,620 | $387.5K | 0.17% | +2,620 | New |
| Navellier & Associates Inc | 2,610 | $387.9K | 0.05% | −173−6.2% | Reduced |
| Executive Wealth Group LLC | 2,658 | $388.8K | 0.08% | +2,658 | New |
| Cannon Financial Strategists, Inc. | 2,619 | $389.3K | 0.08% | −6−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 2,619 | $389.3K | 0.05% | +2,619 | New |
| BCJ Capital Management, LLC | 2,620 | $389.4K | 0.03% | +2,620 | New |
| Country Trust Bank | 2,622 | $389.7K | 0.01% | +35+1.4% | Added |
| Atlas Brown,Inc. | 2,626 | $390.3K | 0.14% | −25−0.9% | Reduced |
| Pacitti Group Inc. | 2,636 | $391.8K | 0.21% | +4+0.2% | Added |
| Hodges Capital Management Inc. | 2,635 | $392.0K | 0.03% | −1,107−29.6% | Reduced |
| Eudaimonia Advisors LLC | 2,641 | $392.5K | 0.21% | 00.0% | Unchanged |
| Leisure Capital Management | 2,645 | $393.1K | 0.20% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $394.2K | 0.05% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,654 | $394.5K | 0.06% | −108−3.9% | Reduced |
| Mizuho Markets Americas LLC | 2,660 | $395.4K | 0.01% | +2,660 | New |
| Versor Investments LP | 2,668 | $396.5K | 0.08% | +2,668 | New |
| Ausdal Financial Partners, Inc. | 2,670 | $396.8K | 0.05% | +634+31.1% | Added |
| Weatherly Asset Management L. P. | 2,672 | $397.1K | 0.04% | +14+0.5% | Added |
| Burney Co | 2,673 | $397.3K | 0.02% | −98−3.5% | Reduced |