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 |
|---|---|---|---|---|---|
| Biltmore Wealth Management, LLC | 3,825 | $601.5K | 0.29% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 4,065 | $604.2K | 0.05% | +92+2.3% | Added |
| DAGCO, Inc. | 4,083 | $606.9K | 0.28% | +3,740+1,090.4% | Added |
| Johnson & White Wealth Management, LLC | 4,094 | $608.0K | 0.44% | +1,089+36.2% | Added |
| Larson Financial Group LLC | 4,096 | $608.7K | 0.05% | +2,818+220.5% | Added |
| Ambassador Advisors, LLC | 4,097 | $608.9K | 0.11% | +1,971+92.7% | Added |
| Vista Investment Management | 4,099 | $609.2K | 0.25% | −133−3.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,104 | $610.0K | 0.07% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,115 | $612.0K | 0.03% | −139−3.3% | Reduced |
| Smith, Salley & Associates | 4,135 | $614.6K | 0.05% | −17,459−80.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,158 | $618.0K | 0.21% | −49−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,162 | $618.6K | 0.09% | +102+2.5% | Added |
| TBH Global Asset Management, LLC | 4,163 | $618.7K | 0.12% | −4−0.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,163 | $618.7K | 0.22% | −185−4.3% | Reduced |
| Tobam | 4,166 | $619.0K | 0.06% | −810−16.3% | Reduced |
| GM Advisory Group, Inc. | 4,184 | $621.9K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 4,203 | $624.7K | 0.01% | −135−3.1% | Reduced |
| Rogco, LP | 4,206 | $625.1K | 0.26% | +78+1.9% | Added |
| JFS Wealth Advisors, LLC | 4,209 | $625.6K | 0.05% | −102−2.4% | Reduced |
| FRG Family Wealth Advisors LLC | 4,250 | $626.8K | 0.12% | −470−10.0% | Reduced |
| Studio Investment Management LLC | 4,221 | $627.4K | 0.15% | +246+6.2% | Added |
| Donoghue Forlines LLC | 4,246 | $631.1K | 0.18% | +231+5.8% | Added |
| Shakespeare Wealth Management, Inc. | 4,248 | $631.4K | 0.18% | 00.0% | Unchanged |
| Monument Capital Management | 4,255 | $632.4K | 0.18% | −1,206−22.1% | Reduced |
| Sutton Place Investors LLC | 4,256 | $632.6K | 0.31% | +662+18.4% | Added |
| Cipher Capital LP | 4,257 | $632.7K | 0.29% | −12,730−74.9% | Reduced |
| CKW Financial Group | 4,301 | $635.0K | 0.08% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,277 | $635.7K | 0.27% | +341+8.7% | Added |
| Greenwich Wealth Management LLC | 4,285 | $637.0K | 0.05% | +86+2.0% | Added |
| Smartleaf Asset Management LLC | 4,324 | $637.1K | 0.12% | +619+16.7% | Added |
| Salvus Wealth Management, LLC | 4,293 | $638.1K | 0.44% | +5+0.1% | Added |
| Meyer Handelman Co | 4,300 | $639.1K | 0.02% | −1,300−23.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,316 | $641.5K | 0.02% | −13−0.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,344 | $646.0K | 0.47% | −721−14.2% | Reduced |
| Geller Advisors LLC | 4,359 | $647.9K | 0.05% | +35+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,372 | $649.8K | 0.05% | +4,372 | New |
| Simon Quick Advisors, LLC | 4,396 | $653.4K | 0.05% | +290+7.1% | Added |
| Cohen Capital Management, Inc. | 4,402 | $654.3K | 0.12% | +152+3.6% | Added |
| Atomi Financial Group, Inc. | 4,411 | $655.6K | 0.06% | +2,767+168.3% | Added |
| Chicago Partners Investment Group LLC | 4,413 | $657.0K | 0.03% | +345+8.5% | Added |
| Group One Trading, L.P. | 4,433 | $658.9K | 0.02% | +500+12.7% | Added |
| Allred Capital Management, LLC | 4,448 | $661.2K | 0.26% | −62−1.4% | Reduced |
| WestHill Financial Advisors, Inc. | 4,450 | $661.4K | 0.16% | +20.0% | Added |
| Evermay Wealth Management LLC | 4,457 | $662.4K | 0.10% | +63+1.4% | Added |
| Inceptionr LLC | 4,462 | $663.2K | 0.17% | −590−11.7% | Reduced |
| Trust Point Inc. | 4,464 | $663.5K | 0.05% | −42−0.9% | Reduced |
| St. Johns Investment Management Company, LLC | 4,466 | $663.8K | 0.32% | +1,654+58.8% | Added |
| Eads & Heald Wealth Management | 4,475 | $665.0K | 0.31% | −976−17.9% | Reduced |
| Ancora Advisors, LLC | 4,493 | $667.9K | 0.02% | +2,289+103.9% | Added |
| Edgestream Partners, L.P. | 4,519 | $671.7K | 0.03% | −7,745−63.2% | Reduced |
| Leonteq Securities AG | 4,538 | $674.5K | 0.09% | −3,070−40.4% | Reduced |
| Geneos Wealth Management Inc. | 4,549 | $676.1K | 0.03% | +101+2.3% | Added |
| Thrive Wealth Management, LLC | 4,565 | $678.6K | 0.14% | +205+4.7% | Added |
| Silverleafe Capital Partners, LLC | 4,579 | $680.6K | 0.27% | +4,579 | New |
| Flputnam Investment Management Co | 4,586 | $681.5K | 0.01% | −982−17.6% | Reduced |
| Oxford Asset Management LLP | 4,587 | $681.8K | 0.74% | +2,035+79.7% | Added |
| Astoria Portfolio Advisors LLC. | 4,721 | $683.8K | 0.26% | −523−10.0% | Reduced |
| Delta Financial Group, Inc. | 4,605 | $684.0K | 0.20% | +29+0.6% | Added |
| ZWJ Investment Counsel Inc | 4,614 | $685.8K | 0.03% | −70−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,616 | $686.1K | 0.06% | −2,409−34.3% | Reduced |
| City State Bank | 4,620 | $687.0K | 0.30% | −140−2.9% | Reduced |
| Wealth Quarterback LLC | 4,622 | $687.0K | 0.38% | +838+22.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $690.5K | 0.01% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 4,665 | $693.0K | 0.17% | +20.0% | Added |
| Fernwood Investment Management, LLC | 4,663 | $693.1K | 0.20% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,674 | $694.7K | 0.07% | +75+1.6% | Added |
| LifeGuide Financial Advisors, LLC | 4,686 | $696.5K | 0.35% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,694 | $697.7K | 0.02% | −94−2.0% | Reduced |
| apricus wealth, LLC | 4,705 | $699.3K | 0.49% | −225−4.6% | Reduced |
| First Commonwealth Financial Corp | 4,709 | $699.9K | 0.19% | +486+11.5% | Added |
| Simmons Bank | 4,715 | $700.8K | 0.05% | −744−13.6% | Reduced |
| Principle Wealth Partners LLC | 4,722 | $701.8K | 0.05% | −4−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,723 | $702.0K | 0.07% | +108+2.3% | Added |
| Buttonwood Financial Advisors Inc. | 4,731 | $703.2K | 0.33% | −7−0.1% | Reduced |
| McAdam, LLC | 4,731 | $703.2K | 0.05% | +19+0.4% | Added |
| Southeast Asset Advisors Inc. | 4,745 | $705.2K | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,760 | $707.0K | 0.18% | −92−1.9% | Reduced |
| Pettee Investors, Inc. | 4,800 | $713.4K | 0.30% | 00.0% | Unchanged |
| Solitude Financial Services | 4,800 | $713.4K | 0.33% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 4,835 | $718.6K | 0.36% | +338+7.5% | Added |
| Darwin Advisors, LLC | 4,878 | $725.0K | 0.20% | −29−0.6% | Reduced |
| Taylor Financial Group, Inc. | 4,923 | $731.7K | 0.56% | −225−4.4% | Reduced |
| Peoples Financial Services Corp. | 4,925 | $732.0K | 0.32% | −418−7.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,939 | $734.0K | 0.12% | +40+0.8% | Added |
| Founders Financial Alliance, LLC | 4,943 | $734.8K | 0.22% | −641−11.5% | Reduced |
| Morningstar Investment Management LLC | 4,959 | $737.0K | 0.08% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $737.8K | 0.42% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,966 | $738.1K | 0.61% | +100+2.1% | Added |
| Virtue Capital Management, LLC | 5,050 | $739.3K | 0.13% | +751+17.5% | Added |
| Raab & Moskowitz Asset Management LLC | 4,979 | $740.2K | 0.21% | −640−11.4% | Reduced |
| Focus Financial Network, Inc. | 5,191 | $741.6K | 0.04% | +5,191 | New |
| Blackston Financial Advisory Group, LLC | 4,999 | $743.0K | 0.49% | −34−0.7% | Reduced |
| Acropolis Investment Management, LLC | 5,000 | $743.1K | 0.05% | +326+7.0% | Added |
| CPR Investments Inc. | 5,000 | $743.1K | 0.57% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,003 | $743.5K | 0.01% | +105+2.1% | Added |
| Eagle Bluffs Wealth Management LLC | 5,003 | $743.6K | 0.46% | +204+4.3% | Added |
| Wilson & Boucher Capital Management, LLC | 5,016 | $745.5K | 0.59% | −674−11.8% | Reduced |
| Chicago Capital, LLC | 5,061 | $752.2K | 0.02% | −4−0.1% | Reduced |
| VeraBank, N.A. | 5,080 | $755.0K | 0.24% | −89−1.7% | Reduced |
| Ar Asset Management Inc | 5,100 | $758.0K | 0.18% | 00.0% | Unchanged |