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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 2,675 | $397.6K | 0.06% | −458−14.6% | Reduced |
| Landscape Capital Management, L.L.C. | 2,675 | $397.6K | 0.03% | +2,675 | New |
| Opinicus Capital, Inc. | 2,680 | $398.3K | 0.35% | −21−0.8% | Reduced |
| NVWM, LLC | 2,685 | $399.1K | 0.11% | +96+3.7% | Added |
| Childress Capital Advisors, LLC | 2,686 | $399.2K | 0.12% | +141+5.5% | Added |
| Yarger Wealth Strategies, LLC | 2,692 | $400.1K | 0.27% | +45+1.7% | Added |
| Alliance Wealth Advisors, LLC | 2,693 | $400.3K | 0.12% | +61+2.3% | Added |
| BLB&B Advisors, LLC | 2,693 | $400.3K | 0.02% | +36+1.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,696 | $400.6K | 0.23% | +10.0% | Added |
| Founders Capital Management, LLC | 2,698 | $401.0K | 0.07% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,700 | $401.3K | 0.32% | −585−17.8% | Reduced |
| Fortitude Family Office, LLC | 2,701 | $401.4K | 0.27% | +173+6.8% | Added |
| Verus Capital Partners, LLC | 2,705 | $402.1K | 0.04% | +163+6.4% | Added |
| Claro Advisors LLC | 2,711 | $403.0K | 0.07% | +267+10.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,707 | $403.0K | 0.02% | +336+14.2% | Added |
| Washington Trust Bank | 2,713 | $403.2K | 0.04% | −668−19.8% | Reduced |
| Foster & Motley Inc | 2,716 | $404.0K | 0.03% | −844−23.7% | Reduced |
| Guardian Wealth Advisors, LLC | 2,722 | $404.6K | 0.05% | −107−3.8% | Reduced |
| Thomasville National Bank | 2,737 | $406.8K | 0.03% | −637−18.9% | Reduced |
| Cambiar Investors LLC | 2,738 | $406.9K | 0.02% | −295,503−99.1% | Reduced |
| Paulson Wealth Management Inc. | 2,743 | $407.7K | 0.12% | +79+3.0% | Added |
| De Burlo Group Inc | 2,744 | $407.8K | 0.05% | −1,450−34.6% | Reduced |
| Cornerstone Advisory, LLC | 2,745 | $408.0K | 0.06% | −537−16.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,749 | $408.6K | 0.13% | +15+0.5% | Added |
| Roberts Glore & Co Inc | 2,750 | $408.7K | 0.12% | +70+2.6% | Added |
| Atlas Wealth LLC | 2,751 | $408.9K | 0.20% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,761 | $410.4K | 0.16% | −229−7.7% | Reduced |
| Gray Wealth Management Inc. | 2,769 | $411.6K | 0.18% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,771 | $411.9K | 0.17% | +390+16.4% | Added |
| Mechanics Financial Corp | 2,802 | $416.5K | 0.22% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 2,803 | $416.6K | 0.27% | +2,803 | New |
| Fidelis Capital Partners, LLC | 2,806 | $417.1K | 0.06% | +383+15.8% | Added |
| Choice Wealth Advisors, LLC | 2,826 | $420.1K | 0.25% | +20+0.7% | Added |
| Adirondack Trust Co | 2,833 | $421.0K | 0.18% | −10.0% | Reduced |
| Ledyard National Bank | 2,834 | $421.2K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,847 | $423.0K | 0.01% | +109+4.0% | Added |
| Davidson Trust Co | 2,854 | $424.2K | 0.25% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,855 | $424.3K | 0.05% | 00.0% | Unchanged |
| STAR Financial Bank | 2,858 | $424.8K | 0.36% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,861 | $425.2K | 0.03% | −281−8.9% | Reduced |
| Forum Financial Management, LP | 2,862 | $425.4K | 0.01% | +13+0.5% | Added |
| Wedmont Private Capital | 2,827 | $425.6K | 0.03% | +265+10.3% | Added |
| Stonebrook Private Inc. | 2,868 | $426.2K | 0.12% | +121+4.4% | Added |
| Juncture Wealth Strategies, LLC | 2,869 | $426.4K | 0.18% | +2,869 | New |
| Elgethun Capital Management | 2,895 | $428.1K | 0.11% | −79−2.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,890 | $429.6K | 0.02% | +1,615+126.7% | Added |
| Absher Wealth Management, LLC | 2,891 | $429.7K | 0.06% | +124+4.5% | Added |
| Avestar Capital, LLC | 2,891 | $429.7K | 0.05% | +681+30.8% | Added |
| Silverlake Wealth Management LLC | 2,914 | $433.0K | 0.22% | +183+6.7% | Added |
| Luken Investment Analytics, LLC | 2,919 | $433.9K | 0.22% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,921 | $434.2K | 0.04% | −19−0.6% | Reduced |
| ASB Consultores, LLC | 2,922 | $434.3K | 0.11% | +2,922 | New |
| Ipswich Investment Management Co., Inc. | 2,934 | $436.1K | 0.10% | −420−12.5% | Reduced |
| Dechtman Wealth Management, LLC | 2,948 | $438.2K | 0.10% | +30+1.0% | Added |
| Grove Bank & Trust | 2,949 | $438.3K | 0.07% | −2,686−47.7% | Reduced |
| Weaver Consulting Group | 2,969 | $441.3K | 0.16% | −7−0.2% | Reduced |
| Vance Wealth, Inc. | 2,971 | $441.6K | 0.18% | +20+0.7% | Added |
| Qtron Investments LLC | 2,976 | $442.3K | 0.06% | −3,480−53.9% | Reduced |
| Prosperity Consulting Group, LLC | 2,977 | $442.5K | 0.06% | +1,269+74.3% | Added |
| Terry L. Blaker | 2,979 | $442.8K | 0.03% | +1,277+75.0% | Added |
| IVC Wealth Advisors LLC | 2,987 | $444.0K | 0.26% | −943−24.0% | Reduced |
| Gratus Wealth Advisors, LLC | 3,115 | $444.6K | 0.08% | −310−9.1% | Reduced |
| Accurate Wealth Management, LLC | 3,116 | $444.9K | 0.13% | −244−7.3% | Reduced |
| Shepherd Financial Partners LLC | 3,002 | $446.3K | 0.06% | +159+5.6% | Added |
| Mystic Asset Management, Inc. | 3,022 | $449.2K | 0.19% | +150+5.2% | Added |
| Successful Portfolios LLC | 3,029 | $450.2K | 0.31% | −107−3.4% | Reduced |
| NTV Asset Management LLC | 3,031 | $450.5K | 0.07% | −125−4.0% | Reduced |
| ERTS Wealth Advisors, LLC | 3,032 | $450.6K | 0.09% | −59−1.9% | Reduced |
| Catalyst Financial Partners LLC | 3,180 | $452.4K | 0.12% | −422−11.7% | Reduced |
| Bennett Associates Wealth Management | 3,046 | $452.7K | 0.41% | +40+1.3% | Added |
| Harbour Capital Advisors, LLC | 3,047 | $454.5K | 0.11% | +38+1.3% | Added |
| E&G Advisors, LP | 3,069 | $456.1K | 0.14% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,071 | $456.5K | 0.12% | −338−9.9% | Reduced |
| Human Investing LLC | 3,077 | $457.3K | 0.09% | −233−7.0% | Reduced |
| Fortis Capital Advisors, LLC | 3,081 | $457.9K | 0.19% | +81+2.7% | Added |
| Vicus Capital | 3,102 | $461.0K | 0.04% | +3,102 | New |
| RB Capital Management, LLC | 3,117 | $463.3K | 0.12% | −30−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 3,122 | $464.0K | 0.04% | +635+25.5% | Added |
| Center for Financial Planning, Inc. | 3,122 | $464.0K | 0.07% | −92−2.9% | Reduced |
| AlTi Global, Inc. | 3,124 | $464.3K | 0.01% | −47,931−93.9% | Reduced |
| Continuum Advisory, LLC | 3,136 | $464.3K | 0.07% | −1,234−28.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,125 | $464.4K | 0.12% | +166+5.6% | Added |
| Field & Main Bank | 3,144 | $467.3K | 0.18% | −216−6.4% | Reduced |
| Yeomans Consulting Group, Inc. | 3,145 | $467.4K | 0.20% | −11−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 3,145 | $468.6K | 0.26% | −67−2.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,157 | $469.2K | 0.01% | +251+8.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $469.7K | 0.04% | 00.0% | Unchanged |
| Hyman Charles D | 3,168 | $471.0K | 0.03% | −3,367−51.5% | Reduced |
| MidWestOne Financial Group, Inc. | 3,169 | $471.0K | 0.08% | +19+0.6% | Added |
| Gryphon Financial Partners LLC | 3,174 | $471.7K | 0.08% | +146+4.8% | Added |
| James J. Burns & Company, LLC | 3,163 | $472.0K | 0.16% | +3,163 | New |
| LMG Wealth Partners, LLC | 3,185 | $473.4K | 0.12% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,185 | $473.4K | 0.22% | −134−4.0% | Reduced |
| Highlander Capital Management, LLC | 3,200 | $475.6K | 0.16% | +2,300+255.6% | Added |
| American National Bank | 3,200 | $475.6K | 0.06% | +3,188+26,566.7% | Added |
| Palumbo Wealth Management LLC | 3,203 | $476.1K | 0.21% | −199−5.8% | Reduced |
| Versant Capital Management, Inc | 3,212 | $477.4K | 0.14% | +70+2.2% | Added |
| Drive Wealth Management, LLC | 3,213 | $477.6K | 0.13% | −288−8.2% | Reduced |
| Silver Oak Securities, Inc | 3,221 | $478.7K | 0.07% | −220−6.4% | Reduced |
| Core Alternative Capital | 3,222 | $478.9K | 0.09% | −389−10.8% | Reduced |