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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Davis R M Inc | 11,355 | $1.69M | 0.04% | −103−0.9% | Reduced |
| Quilter Plc | 11,338 | $1.69M | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11,293 | $1.68M | 0.24% | −51−0.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 11,284 | $1.68M | 0.40% | +7,369+188.2% | Added |
| South State Corp. | 11,209 | $1.67M | 0.13% | −2,289−17.0% | Reduced |
| Loudon Investment Management, LLC | 11,205 | $1.67M | 0.96% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 11,200 | $1.66M | 1.17% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 11,166 | $1.66M | 0.57% | +7,802+231.9% | Added |
| Wimmer Associates 1, LLC | 11,149 | $1.66M | 0.87% | +112+1.0% | Added |
| Insigneo Advisory Services, LLC | 11,065 | $1.64M | 0.20% | +424+4.0% | Added |
| Concord Asset Management, LLC | 10,942 | $1.63M | 0.43% | +2,730+33.2% | Added |
| Wealth Alliance | 10,934 | $1.63M | 0.21% | +30.0% | Added |
| PFG Investments, LLC | 10,930 | $1.62M | 0.10% | +4,009+57.9% | Added |
| Financial Advisory Service, Inc. | 10,914 | $1.62M | 0.14% | +133+1.2% | Added |
| Integrated Advisors Network LLC | 10,888 | $1.62M | 0.08% | −1,470−11.9% | Reduced |
| Decatur Capital Management, Inc. | 10,877 | $1.62M | 0.88% | +111+1.0% | Added |
| Confluence Wealth Services, Inc. | 10,836 | $1.61M | 0.14% | +1,578+17.0% | Added |
| Foundations Investment Advisors, LLC | 10,760 | $1.60M | 0.04% | −1,731−13.9% | Reduced |
| Blueshift Asset Management, LLC | 10,719 | $1.59M | 0.83% | +2,509+30.6% | Added |
| Guidance Capital, Inc | 10,961 | $1.59M | 0.58% | +8,221+300.0% | Added |
| Shell Asset Management Co | 11,594 | $1.59M | 0.07% | −6,622−36.4% | Reduced |
| Intrua Financial, LLC | 10,668 | $1.59M | 0.25% | −264−2.4% | Reduced |
| Global Retirement Partners, LLC | 10,633 | $1.58M | 0.06% | −289−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 10,530 | $1.57M | 0.31% | +1,100+11.7% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.56M | 0.36% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,475 | $1.56M | 0.09% | +149+1.4% | Added |
| Hudson Canyon Capital Management | 10,475 | $1.56M | 1.00% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 10,458 | $1.55M | 0.06% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 10,430 | $1.55M | 0.70% | −433−4.0% | Reduced |
| LVW Advisors, LLC | 10,412 | $1.55M | 0.26% | +2,256+27.7% | Added |
| Mitchell Sinkler & Starr | 10,390 | $1.54M | 0.39% | −9,195−46.9% | Reduced |
| Resonant Capital Advisors, LLC | 10,314 | $1.53M | 0.13% | +658+6.8% | Added |
| Pensionfund Sabic | 10,300 | $1.53M | 0.45% | −1,100−9.6% | Reduced |
| Harbour Investments, Inc. | 10,283 | $1.53M | 0.05% | +86+0.8% | Added |
| Illinois Municipal Retirement Fund | 10,265 | $1.53M | 0.02% | −9,715−48.6% | Reduced |
| Modus Advisors, LLC | 10,264 | $1.53M | 0.56% | −417−3.9% | Reduced |
| Gotham Asset Management, LLC | 10,221 | $1.52M | 0.02% | −30,453−74.9% | Reduced |
| Northwest & Ethical Investments L.P. | 10,201 | $1.52M | 0.04% | +1,205+13.4% | Added |
| Twin City Private Wealth, LLC | 10,114 | $1.50M | 1.48% | +10,114 | New |
| Old Port Advisors | 10,101 | $1.50M | 0.46% | +1,249+14.1% | Added |
| Wealth Management Partners, LLC | 10,097 | $1.50M | 0.76% | +1,834+22.2% | Added |
| Capital Advisors Inc | 10,087 | $1.50M | 0.03% | −27,638−73.3% | Reduced |
| Valley National Advisers Inc | 10,098 | $1.50M | 0.23% | +5,914+141.3% | Added |
| Little House Capital LLC | 10,028 | $1.49M | 0.49% | +6,877+218.2% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.49M | 0.14% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 9,990 | $1.48M | 0.79% | −148−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 9,985 | $1.48M | 0.11% | −360−3.5% | Reduced |
| Cullen Investment Group, Ltd. | 9,921 | $1.48M | 0.23% | +68+0.7% | Added |
| Argent Advisors, Inc. | 9,935 | $1.48M | 0.58% | +1,111+12.6% | Added |
| Cim, LLC | 9,892 | $1.47M | 0.22% | +93+0.9% | Added |
| Midland Wealth Advisors LLC | 9,877 | $1.47M | 0.09% | −190−1.9% | Reduced |
| Paralel Advisors LLC | 9,869 | $1.47M | 0.07% | 00.0% | Unchanged |
| Summit X, LLC | 9,866 | $1.47M | 0.38% | +755+8.3% | Added |
| Matrix Trust Co | 9,845 | $1.46M | 0.33% | −449−4.4% | Reduced |
| Carson Advisory Inc. | 9,820 | $1.46M | 1.03% | +845+9.4% | Added |
| Aberdeen Wealth Management LLC | 9,778 | $1.45M | 0.85% | +278+2.9% | Added |
| McKinley Carter Wealth Services, Inc. | 9,771 | $1.45M | 0.10% | +658+7.2% | Added |
| NBC Securities, Inc. | 9,774 | $1.45M | 0.14% | +192+2.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.45M | 0.97% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 9,731 | $1.45M | 0.32% | −10,107−50.9% | Reduced |
| Jump Financial, LLC | 9,724 | $1.45M | 0.04% | +6,548+206.2% | Added |
| Garner Asset Management Corp | 9,718 | $1.44M | 0.74% | +370+4.0% | Added |
| Moneywise, Inc. | 9,688 | $1.44M | 0.78% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,754 | $1.44M | 0.09% | +3,089+46.3% | Added |
| Independent Financial Group, LLC | 9,677 | $1.44M | 0.07% | +1,171+13.8% | Added |
| Harvest Investment Advisors, LLC | 9,635 | $1.43M | 1.07% | +9,635 | New |
| Old National Bancorp | 9,619 | $1.43M | 0.03% | −678−6.6% | Reduced |
| Access Financial Services, Inc. | 9,603 | $1.43M | 0.64% | −24−0.2% | Reduced |
| AMG National Trust Bank | 9,568 | $1.42M | 0.04% | +421+4.6% | Added |
| ForthRight Wealth Management, LLC | 9,534 | $1.42M | 0.51% | −140−1.4% | Reduced |
| Ascension Asset Management LLC | 9,508 | $1.41M | 0.76% | +9,508 | New |
| Van Hulzen Asset Management, LLC | 9,495 | $1.41M | 0.09% | −120−1.2% | Reduced |
| Parsons Capital Management Inc | 9,451 | $1.40M | 0.10% | −830−8.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 9,425 | $1.40M | 0.90% | −475−4.8% | Reduced |
| Brown Miller Wealth Management, LLC | 9,397 | $1.40M | 0.62% | +899+10.6% | Added |
| Court Place Advisors, LLC | 9,351 | $1.39M | 0.45% | −1,816−16.3% | Reduced |
| First Bank & Trust | 9,313 | $1.38M | 0.29% | +799+9.4% | Added |
| TCG Advisory Services, LLC | 9,308 | $1.38M | 0.08% | +1,662+21.7% | Added |
| Jones Financial Companies LLLP | 9,228 | $1.37M | 0.00% | +4,805+108.6% | Added |
| WSFS Capital Management, LLC | 9,201 | $1.37M | 0.08% | +3,367+57.7% | Added |
| Ridgewood Investments LLC | 9,161 | $1.36M | 0.72% | +1,688+22.6% | Added |
| Hexagon Capital Partners LLC | 9,142 | $1.36M | 0.30% | +525+6.1% | Added |
| Accordant Advisory Group Inc | 9,141 | $1.36M | 1.02% | +9,141 | New |
| Moody National Bank Trust Division | 9,113 | $1.35M | 0.11% | +71+0.8% | Added |
| Canandaigua National Bank & Trust Co | 9,096 | $1.35M | 0.20% | −737−7.5% | Reduced |
| BlueCrest Capital Management Ltd | 9,055 | $1.35M | 0.33% | +1,147+14.5% | Added |
| Mirabaud Asset Management Ltd | 9,028 | $1.34M | 0.54% | +3,935+77.3% | Added |
| SOA Wealth Advisors, LLC. | 9,024 | $1.34M | 0.28% | +30.0% | Added |
| Eqis Capital Management, Inc. | 9,024 | $1.34M | 0.11% | −1,041−10.3% | Reduced |
| Capital International Inc | 8,991 | $1.34M | 0.02% | +866+10.7% | Added |
| Meeder Advisory Services, Inc. | 8,960 | $1.33M | 0.14% | +12+0.1% | Added |
| Two Sigma Securities, LLC | 8,940 | $1.33M | 0.06% | +8,940 | New |
| Entropy Technologies, LP | 8,895 | $1.32M | 0.14% | −2,178−19.7% | Reduced |
| Aptus Capital Advisors, LLC | 8,861 | $1.32M | 0.03% | +1,825+25.9% | Added |
| Weaver Capital Management LLC | 8,805 | $1.31M | 0.45% | +2,983+51.2% | Added |
| Galvin, Gaustad & Stein, LLC | 8,736 | $1.30M | 0.12% | −471−5.1% | Reduced |
| Buckingham Strategic Partners | 8,714 | $1.30M | 0.04% | +2,342+36.8% | Added |
| Voya Financial Advisors, Inc. | 8,682 | $1.28M | 0.15% | +339+4.1% | Added |
| Robertson Stephens Wealth Management, LLC | 8,604 | $1.28M | 0.07% | +503+6.2% | Added |
| Applied Capital LLC | 8,584 | $1.28M | 1.04% | +381+4.6% | Added |