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
- 2,219
- −20 vs. Q4 2023
- Shares held
- 513.1M
- −277.3K (−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
- 841 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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 14,301 | $2.13M | 0.20% | −946−6.2% | Reduced |
| XTX Topco Ltd | 14,271 | $2.12M | 0.29% | +14,271 | New |
| Wahed Invest LLC | 14,171 | $2.11M | 0.48% | +1,803+14.6% | Added |
| Moors & Cabot, Inc. | 14,154 | $2.10M | 0.11% | +622+4.6% | Added |
| Mill Capital Management, LLC | 14,100 | $2.10M | 0.18% | −400−2.8% | Reduced |
| Sigma Planning Corp | 14,095 | $2.10M | 0.07% | +7,603+117.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 14,068 | $2.09M | 1.67% | +3,581+34.1% | Added |
| Rossmore Private Capital | 14,060 | $2.09M | 0.27% | +20.0% | Added |
| Gries Financial LLC | 14,044 | $2.09M | 0.35% | +126+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,010 | $2.08M | 0.11% | −268−1.9% | Reduced |
| Caliber Wealth Management, LLC | 13,925 | $2.07M | 1.10% | +873+6.7% | Added |
| Virginia Wealth Management Group, Inc. | 13,890 | $2.06M | 1.69% | +770+5.9% | Added |
| Stoneridge Investment Partners LLC | 13,874 | $2.06M | 0.78% | −200−1.4% | Reduced |
| Clear Rock Advisors, LLC | 13,868 | $2.06M | 0.89% | +333+2.5% | Added |
| Camden Capital, LLC | 13,856 | $2.06M | 0.18% | −906−6.1% | Reduced |
| Corbyn Investment Management Inc | 13,771 | $2.05M | 0.91% | −70−0.5% | Reduced |
| Horst & Graben Wealth Management LLC | 13,693 | $2.04M | 0.41% | −114−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 13,658 | $2.03M | 0.06% | −24,686−64.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 13,654 | $2.03M | 0.48% | +1,519+12.5% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.02M | 0.54% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 13,526 | $2.01M | 0.07% | −31,630−70.0% | Reduced |
| Mission Wealth Management, LP | 13,519 | $2.01M | 0.05% | +19+0.1% | Added |
| Rockland Trust Co | 13,514 | $2.01M | 0.11% | +156+1.2% | Added |
| Douglass Winthrop Advisors, LLC | 13,468 | $2.00M | 0.04% | −325−2.4% | Reduced |
| Petredis Investment Advisors LLC | 13,445 | $2.00M | 0.24% | +670+5.2% | Added |
| Change Path, LLC | 13,431 | $2.00M | 0.08% | +4,691+53.7% | Added |
| WT Wealth Management | 13,424 | $2.00M | 0.71% | +1,488+12.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 13,413 | $1.99M | 0.21% | −1,471−9.9% | Reduced |
| Sumitomo Life Insurance Co | 13,413 | $1.99M | 0.05% | −530−3.8% | Reduced |
| Aull & Monroe Investment Management Corp | 13,406 | $1.99M | 0.91% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 13,382 | $1.99M | 0.09% | −290−2.1% | Reduced |
| Palouse Capital Management, Inc. | 13,364 | $1.99M | 1.31% | +661+5.2% | Added |
| Bristlecone Advisors, LLC | 13,355 | $1.98M | 0.17% | −107−0.8% | Reduced |
| Forte Capital LLC | 13,300 | $1.98M | 0.24% | −794−5.6% | Reduced |
| Azzad Asset Management Inc | 13,276 | $1.97M | 0.23% | +216+1.7% | Added |
| Sterneck Capital Management, LLC | 13,251 | $1.97M | 1.18% | +2,035+18.1% | Added |
| Hilltop Holdings Inc. | 13,251 | $1.97M | 0.22% | +1,111+9.2% | Added |
| Concord Wealth Partners | 13,189 | $1.96M | 0.35% | +3,688+38.8% | Added |
| Central Pacific Bank - Trust Division | 13,275 | $1.96M | 0.24% | +13,275 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,160 | $1.96M | 0.01% | −163−1.2% | Reduced |
| MWA Asset Management | 13,134 | $1.95M | 1.41% | −548−4.0% | Reduced |
| Balentine LLC | 13,043 | $1.94M | 0.06% | +2,124+19.5% | Added |
| Marks Group Wealth Management, Inc | 13,025 | $1.94M | 0.20% | −233−1.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 13,017 | $1.93M | 0.67% | +13,017 | New |
| We Are One Seven, LLC | 12,979 | $1.93M | 0.10% | −2,587−16.6% | Reduced |
| Northeast Financial Consultants Inc | 12,954 | $1.93M | 0.09% | +910+7.6% | Added |
| Institute for Wealth Management, LLC. | 12,944 | $1.92M | 0.25% | +69+0.5% | Added |
| Te Ahumairangi Investment Management Ltd | 12,936 | $1.92M | 0.33% | −460−3.4% | Reduced |
| Sage Mountain Advisors LLC | 12,854 | $1.91M | 0.20% | +298+2.4% | Added |
| Hunter Associates Investment Management LLC | 12,823 | $1.91M | 0.32% | +2,490+24.1% | Added |
| Cypress Capital, LLC | 12,843 | $1.91M | 0.52% | −158−1.2% | Reduced |
| Ieq Capital, LLC | 12,820 | $1.91M | 0.03% | +809+6.7% | Added |
| NorthRock Partners, LLC | 12,787 | $1.90M | 0.07% | +254+2.0% | Added |
| Central Trust Co | 12,735 | $1.89M | 0.05% | +201+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 12,636 | $1.88M | 0.04% | +916+7.8% | Added |
| Stone Point Wealth LLC | 12,627 | $1.88M | 0.65% | +388+3.2% | Added |
| L.M. Kohn & Company | 12,624 | $1.88M | 0.53% | +492+4.1% | Added |
| Legacy Advisors, LLC | 12,616 | $1.88M | 0.24% | −5,133−28.9% | Reduced |
| Tealwood Asset Management Inc | 12,537 | $1.86M | 0.84% | +207+1.7% | Added |
| Mengis Capital Management, Inc. | 12,516 | $1.86M | 0.29% | +220+1.8% | Added |
| Slow Capital, Inc. | 12,314 | $1.83M | 0.29% | −43−0.3% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.83M | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 12,262 | $1.82M | 0.10% | −461−3.6% | Reduced |
| IHT Wealth Management, LLC | 12,260 | $1.82M | 0.07% | +250+2.1% | Added |
| Coldstream Capital Management Inc | 12,257 | $1.82M | 0.05% | −16,584−57.5% | Reduced |
| City Holding Co | 12,255 | $1.82M | 0.27% | −1,828−13.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,238 | $1.82M | 0.05% | −1,343−9.9% | Reduced |
| Banco Santander, S.A. | 12,236 | $1.82M | 0.02% | −27,823−69.5% | Reduced |
| Greenleaf Trust | 12,201 | $1.81M | 0.02% | +708+6.2% | Added |
| Excalibur Management Corp | 12,180 | $1.81M | 0.77% | +624+5.4% | Added |
| Optimum Investment Advisors | 12,173 | $1.81M | 0.83% | +20.0% | Added |
| PFC Capital Group, Inc. | 12,170 | $1.81M | 0.97% | −500−3.9% | Reduced |
| V-Square Quantitative Management LLC | 12,075 | $1.79M | 0.30% | +3,071+34.1% | Added |
| Arvest Investments, Inc. | 12,026 | $1.79M | 0.28% | −2,116−15.0% | Reduced |
| Wharton Business Group, LLC | 11,923 | $1.77M | 0.09% | +295+2.5% | Added |
| FDx Advisors, Inc. | 11,900 | $1.77M | 0.27% | −9,918−45.5% | Reduced |
| Capital Wealth Planning, LLC | 11,892 | $1.77M | 0.02% | +6,600+124.7% | Added |
| Beacon Investment Advisors LLC | 11,882 | $1.77M | 1.01% | +224+1.9% | Added |
| Atom Investors LP | 11,862 | $1.76M | 0.22% | +11,862 | New |
| Diversified Trust Co | 11,833 | $1.76M | 0.05% | +163+1.4% | Added |
| Mechanics Bank Trust Department | 11,804 | $1.75M | 0.26% | +292+2.5% | Added |
| Gifford Fong Associates | 11,800 | $1.75M | 0.48% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 11,800 | $1.75M | 0.39% | +11,800 | New |
| Sandy Spring Bank | 11,775 | $1.75M | 0.08% | −580−4.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,800 | $1.74M | 0.73% | −387−3.2% | Reduced |
| Investment Management Corp of Ontario | 11,676 | $1.74M | 0.05% | −57,406−83.1% | Reduced |
| Resources Investment Advisors, LLC. | 11,659 | $1.73M | 0.03% | +642+5.8% | Added |
| Spire Wealth Management | 11,659 | $1.73M | 0.05% | +230+2.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,645 | $1.73M | 0.03% | −1,205−9.4% | Reduced |
| Montag A & Associates Inc | 11,628 | $1.73M | 0.09% | −1,612−12.2% | Reduced |
| First National Advisers, LLC | 10,898 | $1.73M | 0.39% | +2,614+31.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,567 | $1.72M | 0.06% | −1,235−9.6% | Reduced |
| Bradley Foster & Sargent Inc | 11,530 | $1.71M | 0.03% | −2,154−15.7% | Reduced |
| Profund Advisors LLC | 11,517 | $1.71M | 0.07% | +1,231+12.0% | Added |
| Cox Capital Mgt LLC | 11,486 | $1.71M | 1.05% | +1,891+19.7% | Added |
| Brighton Jones LLC | 11,473 | $1.71M | 0.06% | −7,212−38.6% | Reduced |
| Green Square Capital Advisors LLC | 11,448 | $1.70M | 0.23% | +8,527+291.9% | Added |
| Strategic Advisors LLC | 11,420 | $1.70M | 0.33% | −8,383−42.3% | Reduced |
| Level Four Advisory Services, LLC | 10,773 | $1.69M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 11,373 | $1.69M | 1.26% | −145−1.3% | Reduced |