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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 8,549 | $1.27M | 0.38% | +8,549 | New |
| Cornerstone Wealth Management, LLC | 8,538 | $1.27M | 0.10% | +73+0.9% | Added |
| Private Portfolio Partners LLC | 8,519 | $1.27M | 0.26% | +447+5.5% | Added |
| Quadcap Wealth Management, LLC | 8,517 | $1.27M | 0.29% | −573−6.3% | Reduced |
| Pacific Global Investment Management CO | 8,497 | $1.26M | 0.24% | −235−2.7% | Reduced |
| Advance Capital Management, Inc. | 8,490 | $1.26M | 0.09% | −340−3.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,479 | $1.26M | 0.12% | −6−0.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 8,457 | $1.26M | 1.15% | −70−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 8,455 | $1.26M | 0.13% | −1,452−14.7% | Reduced |
| Stiles Financial Services Inc | 8,452 | $1.26M | 0.50% | +545+6.9% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,450 | $1.26M | 0.90% | +613+7.8% | Added |
| Perpetual Ltd | 8,407 | $1.25M | 0.01% | +486+6.1% | Added |
| SPC Financial, Inc. | 8,405 | $1.25M | 0.12% | +2,868+51.8% | Added |
| Alaethes Wealth LLC | 8,402 | $1.25M | 0.55% | +298+3.7% | Added |
| Dakota Wealth Management | 8,377 | $1.25M | 0.03% | −332−3.8% | Reduced |
| Duff & Phelps Investment Management Co | 8,340 | $1.24M | 0.01% | +340+4.3% | Added |
| Trust Co of Vermont | 8,339 | $1.24M | 0.07% | +571+7.4% | Added |
| Wealth Group, Ltd. | 8,241 | $1.23M | 0.92% | +8,241 | New |
| Regal Investment Advisors LLC | 8,225 | $1.22M | 0.08% | +1,517+22.6% | Added |
| BKD Wealth Advisors, LLC | 8,203 | $1.22M | 0.03% | −285−3.4% | Reduced |
| Norway Savings Bank | 8,181 | $1.22M | 0.51% | −1,441−15.0% | Reduced |
| CRA Financial Services, LLC | 8,180 | $1.22M | 0.26% | +248+3.1% | Added |
| Pittenger & Anderson Inc | 8,103 | $1.20M | 0.05% | +414+5.4% | Added |
| TCM Advisors, LLC | – | $1.20M | 0.95% | – | – |
| Keystone Financial Group | 8,099 | $1.20M | 0.18% | +692+9.3% | Added |
| Carmel Capital Partners, LLC | 8,066 | $1.20M | 0.50% | +6,219+336.7% | Added |
| MSH Capital Advisors LLC | 8,042 | $1.20M | 0.42% | −145−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 8,029 | $1.19M | 0.01% | +8,029 | New |
| Ameritas Investment Partners, Inc. | 8,012 | $1.19M | 0.04% | −212−2.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.19M | 0.37% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,991 | $1.19M | 0.58% | +41+0.5% | Added |
| Amplius Wealth Advisors, LLC | 7,983 | $1.19M | 0.13% | −90−1.1% | Reduced |
| Symmetry Partners, LLC | 7,979 | $1.19M | 0.09% | −628−7.3% | Reduced |
| Panagora Asset Management Inc | 7,939 | $1.18M | 0.01% | −10.0% | Reduced |
| Fiduciary Trust Co | 7,918 | $1.18M | 0.02% | −688−8.0% | Reduced |
| Raleigh Capital Management Inc. | 7,914 | $1.18M | 0.51% | −926−10.5% | Reduced |
| Intrust Bank NA | 7,906 | $1.18M | 0.13% | −221−2.7% | Reduced |
| Longfellow Investment Management Co LLC | 7,900 | $1.17M | 0.27% | +3,163+66.8% | Added |
| Western Wealth Management, LLC | 7,897 | $1.17M | 0.09% | +951+13.7% | Added |
| Silvant Capital Management LLC | 7,893 | $1.17M | 0.06% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,888 | $1.17M | 0.34% | −15,223−65.9% | Reduced |
| Cedrus LLC | 7,837 | $1.16M | 0.64% | +3,891+98.6% | Added |
| Clean Yield Group | 7,802 | $1.16M | 0.45% | +6,781+664.2% | Added |
| Strategic Blueprint, LLC | 7,786 | $1.16M | 0.08% | +653+9.2% | Added |
| Csenge Advisory Group | 7,781 | $1.16M | 0.06% | −222−2.8% | Reduced |
| TrinityPoint Wealth, LLC | 7,753 | $1.15M | 0.19% | −2,813−26.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,745 | $1.15M | 0.05% | −5,920−43.3% | Reduced |
| Harbour Trust & Investment Management Co | 7,697 | $1.14M | 0.14% | −470−5.8% | Reduced |
| Cigna Investments Inc | 7,681 | $1.14M | 0.22% | −41−0.5% | Reduced |
| Trust Co of Virginia | 7,645 | $1.14M | 0.11% | −15−0.2% | Reduced |
| Essex Savings Bank | 7,174 | $1.13M | 0.33% | 00.0% | Unchanged |
| TFG Advisers LLC | 7,567 | $1.12M | 0.44% | −74−1.0% | Reduced |
| LS Investment Advisors, LLC | 7,540 | $1.12M | 0.18% | +1,540+25.7% | Added |
| First Hawaiian Bank | 7,528 | $1.12M | 0.03% | −4,683−38.4% | Reduced |
| Wolff Financial Management LLC | 7,515 | $1.12M | 0.33% | −101−1.3% | Reduced |
| Chesapeake Wealth Management | 7,505 | $1.12M | 0.41% | −341−4.3% | Reduced |
| OV Management LLC | 7,500 | $1.11M | 0.81% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,495 | $1.11M | 0.17% | −817−9.8% | Reduced |
| First Citizens Bank & Trust Co | 7,456 | $1.11M | 0.02% | +2,244+43.1% | Added |
| Eldridge Investment Advisors, Inc. | 7,424 | $1.10M | 0.28% | +5+0.1% | Added |
| Taylor Hoffman Wealth Management | 7,403 | $1.10M | 0.47% | −56−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 7,384 | $1.10M | 0.04% | −17,286−70.1% | Reduced |
| Arnhold LLC | 7,370 | $1.10M | 0.12% | 00.0% | Unchanged |
| Harrington Investments, INC | 7,358 | $1.09M | 0.63% | −45−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 7,346 | $1.09M | 0.34% | +558+8.2% | Added |
| Invesco, LLC | 7,345 | $1.09M | 0.46% | −552−7.0% | Reduced |
| Howland Capital Management LLC | 7,341 | $1.09M | 0.05% | −4,216−36.5% | Reduced |
| Bollard Group LLC | 7,314 | $1.09M | 0.03% | +77+1.1% | Added |
| Corundum Group, Inc. | 7,309 | $1.09M | 0.52% | +3,102+73.7% | Added |
| Founders Financial Securities LLC | 7,297 | $1.08M | 0.11% | +271+3.9% | Added |
| Venturi Wealth Management, LLC | 7,276 | $1.08M | 0.07% | +541+8.0% | Added |
| Private Wealth Strategies, L.L.C. | 7,270 | $1.08M | 0.23% | +75+1.0% | Added |
| CMT Capital Markets Trading GmbH | 7,266 | $1.08M | 0.49% | +7,266 | New |
| Lincoln Capital LLC | 7,233 | $1.08M | 0.24% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,210 | $1.07M | 0.12% | +2,119+41.6% | Added |
| Transamerica Financial Advisors, Inc. | 7,170 | $1.07M | 0.11% | +1,091+17.9% | Added |
| Probity Advisors, Inc. | 7,168 | $1.07M | 0.22% | +378+5.6% | Added |
| Nations Financial Group Inc, | 7,165 | $1.07M | 0.09% | +238+3.4% | Added |
| Clark Capital Management Group, Inc. | 7,149 | $1.06M | 0.01% | −207−2.8% | Reduced |
| IFP Advisors, Inc | 7,131 | $1.06M | 0.05% | +232+3.4% | Added |
| Old Second National Bank of Aurora | 7,132 | $1.06M | 0.28% | +134+1.9% | Added |
| Watts Gwilliam & Co., LLC | 7,163 | $1.06M | 0.33% | +7,163 | New |
| Arden Trust Co | 7,127 | $1.06M | 0.15% | −328−4.4% | Reduced |
| Lazard Asset Management LLC | 7,117 | $1.06M | 0.00% | −1,159−14.0% | Reduced |
| D.B. Root & Company, LLC | 7,075 | $1.05M | 0.36% | −404−5.4% | Reduced |
| Formidable Asset Management, LLC | 7,030 | $1.04M | 0.17% | +4,018+133.4% | Added |
| Noble Family Wealth, LLC | 7,030 | $1.04M | 0.30% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 7,000 | $1.04M | 0.22% | 00.0% | Unchanged |
| First County Bank | 6,995 | $1.04M | 0.51% | +145+2.1% | Added |
| Bridgefront Capital, LLC | 6,979 | $1.04M | 0.79% | +6,979 | New |
| Spears Abacus Advisors LLC | 6,951 | $1.03M | 0.02% | −425−5.8% | Reduced |
| Washington Trust Co | 6,922 | $1.03M | 0.04% | −24−0.3% | Reduced |
| Compass Wealth Management LLC | 6,905 | $1.03M | 0.26% | −621−8.3% | Reduced |
| Cladis Investment Advisory, LLC | 6,892 | $1.02M | 0.75% | +2,825+69.5% | Added |
| Alpha Omega Wealth Management LLC | 6,813 | $1.01M | 0.19% | −175−2.5% | Reduced |
| Johnson Financial Group, Inc. | 6,810 | $1.01M | 0.05% | +2,342+52.4% | Added |
| Coastal Investment Advisors, Inc. | 6,802 | $1.01M | 0.21% | +637+10.3% | Added |
| SNS Financial Group, LLC | 6,770 | $1.01M | 0.11% | +12+0.2% | Added |
| Intellectus Partners, LLC | 6,767 | $1.01M | 0.26% | +960+16.5% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $1.00M | 0.37% | −500−6.9% | Reduced |