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 |
|---|---|---|---|---|---|
| Corton Capital Inc. | 3,223 | $479.0K | 0.18% | −2,746−46.0% | Reduced |
| Wellington Shields & Co., LLC | 3,225 | $479.3K | 0.16% | +1,600+98.5% | Added |
| MKT Advisors LLC | 3,261 | $480.2K | 0.26% | −1,819−35.8% | Reduced |
| Patten & Patten Inc | 3,232 | $480.4K | 0.03% | +283+9.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,233 | $480.5K | 0.01% | −584−15.3% | Reduced |
| Montis Financial, LLC | 3,234 | $480.7K | 0.23% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 3,235 | $480.8K | 0.20% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,246 | $482.5K | 0.26% | +80+2.5% | Added |
| Eaton-Cambridge Inc. | 3,247 | $482.6K | 0.26% | +92+2.9% | Added |
| Douglas Lane & Associates, LLC | 3,247 | $482.6K | 0.01% | +188+6.1% | Added |
| iA Global Asset Management Inc. | 3,252 | $483.0K | 0.01% | −658−16.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,266 | $485.6K | 0.08% | +229+7.5% | Added |
| Cape Investment Advisory, Inc. | 3,275 | $486.8K | 0.23% | −394−10.7% | Reduced |
| Cutler Investment Counsel LLC | 3,279 | $487.3K | 0.07% | −374−10.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,282 | $487.9K | 0.09% | −116−3.4% | Reduced |
| GAMMA Investing LLC | 3,283 | $488.0K | 0.10% | −41−1.2% | Reduced |
| Kolinsky Wealth Management, LLC | 3,295 | $489.7K | 0.37% | −196−5.6% | Reduced |
| Viawealth, LLC | 3,309 | $491.9K | 0.31% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,318 | $493.1K | 0.28% | +793+31.4% | Added |
| Park Place Capital Corp | 3,324 | $494.1K | 0.18% | −439−11.7% | Reduced |
| Next Level Private LLC | 3,327 | $494.5K | 0.23% | +647+24.1% | Added |
| Compagnie Lombard Odier SCmA | 3,353 | $498.4K | 0.01% | −317−8.6% | Reduced |
| ICA Group Wealth Management, LLC | 3,360 | $499.4K | 0.10% | −154−4.4% | Reduced |
| Archer Investment Corp | 3,362 | $499.7K | 0.15% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,365 | $500.1K | 0.24% | +78+2.4% | Added |
| IFG Advisors, LLC | 3,383 | $502.8K | 0.13% | +61+1.8% | Added |
| Conscious Wealth Investments, LLC | 3,532 | $504.7K | 0.38% | −235−6.2% | Reduced |
| Penserra Capital Management LLC | 3,406 | $505.0K | 0.01% | −3,166−48.2% | Reduced |
| Segment Wealth Management, LLC | 3,404 | $506.0K | 0.04% | +5+0.1% | Added |
| Range Financial Group LLC | 3,421 | $508.4K | 0.26% | +116+3.5% | Added |
| Trustco Bank Corp N Y | 3,436 | $510.7K | 0.53% | −387−10.1% | Reduced |
| Dividend Assets Capital, LLC | 3,446 | $512.0K | 0.11% | −195−5.4% | Reduced |
| Xcel Wealth Management, LLC | 3,471 | $515.9K | 0.16% | −675−16.3% | Reduced |
| Morris Retirement Advisors, LLC | 3,481 | $517.4K | 0.31% | −448−11.4% | Reduced |
| Elevated Capital Advisors, LLC | 3,481 | $517.4K | 0.15% | +338+10.8% | Added |
| Steward Partners Investment Solutions, LLC | 3,487 | $518.3K | 0.09% | +472+15.7% | Added |
| Profit Investment Management, LLC | 3,489 | $518.6K | 0.29% | −51−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,490 | $518.7K | 0.14% | +73+2.1% | Added |
| Roble, Belko & Company, Inc | 3,513 | $522.0K | 0.09% | +80+2.3% | Added |
| Central Valley Advisors, LLC | 3,515 | $522.5K | 0.27% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,517 | $522.7K | 0.10% | −57−1.6% | Reduced |
| DF Dent & Co Inc | 3,519 | $523.1K | 0.01% | −543−13.4% | Reduced |
| Stratos Wealth Advisors, LLC | 3,519 | $523.1K | 0.03% | −24,038−87.2% | Reduced |
| Octavia Wealth Advisors, LLC | 3,522 | $523.5K | 0.08% | −212−5.7% | Reduced |
| Liberty Wealth Management LLC | 3,534 | $525.0K | 0.10% | −209−5.6% | Reduced |
| Liberty Capital Management, Inc. | 3,535 | $525.4K | 0.13% | −19−0.5% | Reduced |
| Pflug Koory, LLC | 3,536 | $525.6K | 0.26% | +16+0.5% | Added |
| First Affirmative Financial Network | 3,539 | $526.0K | 0.39% | −51−1.4% | Reduced |
| Ignite Planners, LLC | 3,570 | $527.0K | 0.15% | −743−17.2% | Reduced |
| Family Legacy, Inc. | 3,554 | $528.2K | 0.19% | +25+0.7% | Added |
| Dana Investment Advisors, Inc. | 3,558 | $528.8K | 0.02% | +22+0.6% | Added |
| Clarius Group, LLC | 3,562 | $529.4K | 0.04% | −50−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,584 | $532.7K | 0.04% | −2,540−41.5% | Reduced |
| Defined Wealth Management, LLC | 3,587 | $533.1K | 0.38% | −9−0.3% | Reduced |
| Pathway Financial Advisors LLC | 3,591 | $533.7K | 0.14% | +31+0.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,599 | $534.9K | 0.36% | +2+0.1% | Added |
| Breakwater Capital Group | 3,605 | $535.8K | 0.13% | +95+2.7% | Added |
| First Nebraska Trust Co | 3,629 | $539.4K | 0.06% | +205+6.0% | Added |
| Richard W. Paul & Associates, LLC | 3,630 | $539.6K | 0.22% | +494+15.8% | Added |
| CoreCap Advisors, LLC | 3,630 | $539.6K | 0.03% | −10,370−74.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,630 | $539.6K | 0.11% | −423−10.4% | Reduced |
| Sar Wealth Management Group, LLC | 3,654 | $543.1K | 0.49% | −16−0.4% | Reduced |
| Accuvest Global Advisors | 3,708 | $551.0K | 0.24% | +888+31.5% | Added |
| Summit Asset Management, LLC | 3,727 | $553.9K | 0.12% | +175+4.9% | Added |
| Cascade Financial Partners, LLC | 3,828 | $554.7K | 0.08% | +3,828 | New |
| Durante & Waters, LLC | 3,734 | $555.0K | 0.51% | +10.0% | Added |
| Grey Street Capital, LLC | 3,737 | $555.5K | 0.08% | +2,205+143.9% | Added |
| Ritholtz Wealth Management | 3,740 | $555.9K | 0.02% | −3,005−44.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,751 | $557.5K | 0.36% | −282−7.0% | Reduced |
| Nwam LLC | 3,798 | $558.6K | 0.05% | −2,562−40.3% | Reduced |
| Parkside Financial Bank & Trust | 3,768 | $560.0K | 0.09% | +48+1.3% | Added |
| S&CO Inc | 3,770 | $560.0K | 0.04% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,776 | $561.2K | 0.10% | +632+20.1% | Added |
| Graypoint LLC | 3,781 | $561.9K | 0.04% | +155+4.3% | Added |
| Boston Family Office LLC | 3,779 | $562.0K | 0.04% | −714−15.9% | Reduced |
| Sentinus, LLC | 3,792 | $563.6K | 0.20% | +3,792 | New |
| Phillips Wealth Planners LLC | 3,961 | $566.0K | 0.65% | +781+24.6% | Added |
| Stablepoint Partners, LLC | 3,835 | $570.0K | 0.12% | +479+14.3% | Added |
| BluePath Capital Management, LLC | 3,837 | $570.2K | 0.44% | +834+27.8% | Added |
| Lavaca Capital LLC | 3,839 | $570.6K | 0.35% | −58−1.5% | Reduced |
| Capital Analysts, LLC | 3,841 | $571.0K | 0.03% | +235+6.5% | Added |
| MQS Management LLC | 3,851 | $572.4K | 0.33% | +3,851 | New |
| Clifford Group, LLC | 3,871 | $575.4K | 0.48% | +576+17.5% | Added |
| Burford Brothers, Inc. | 3,875 | $576.0K | 0.38% | +613+18.8% | Added |
| First Western Trust Bank | 3,884 | $577.3K | 0.03% | +13+0.3% | Added |
| Diamant Asset Management, Inc. | 3,885 | $577.4K | 0.40% | −91−2.3% | Reduced |
| River Street Advisors LLC | 3,901 | $579.8K | 0.39% | +292+8.1% | Added |
| Cidel Asset Management Inc | 3,905 | $580.4K | 0.04% | +527+15.6% | Added |
| Curbstone Financial Management Corp | 3,928 | $583.8K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,988 | $588.0K | 0.05% | +8+0.2% | Added |
| Wolverine Asset Management LLC | 3,970 | $590.1K | 0.01% | −13,688−77.5% | Reduced |
| Bank Ozk | 3,971 | $590.2K | 0.26% | +2,000+101.5% | Added |
| Powers Advisory Group, LLC | 3,983 | $592.0K | 0.34% | +327+8.9% | Added |
| Deseret Mutual Benefit Administrators | 4,002 | $594.8K | 0.30% | +447+12.6% | Added |
| RDA Financial Network | 4,009 | $595.9K | 0.20% | +651+19.4% | Added |
| Waldron Private Wealth LLC | 4,011 | $596.2K | 0.03% | −226−5.3% | Reduced |
| S.A. Mason LLC | 4,011 | $596.2K | 0.36% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,015 | $596.8K | 0.04% | −221−5.2% | Reduced |
| Girard Partners Ltd. | 4,021 | $597.7K | 0.06% | −1,294−24.3% | Reduced |
| Barr E S & Co | 4,026 | $598.4K | 0.04% | 00.0% | Unchanged |