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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 5,131 | $1.00M | 0.71% | −743−12.6% | Reduced |
| Diligent Investors, LLC | 6,731 | $1.00M | 0.25% | +323+5.0% | Added |
| Stableford Capital II LLC | 6,703 | $996.3K | 0.40% | +1,208+22.0% | Added |
| Castlekeep Investment Advisors LLC | 6,694 | $994.9K | 0.72% | −258−3.7% | Reduced |
| Cooper Financial Group | 6,666 | $990.7K | 0.16% | +285+4.5% | Added |
| Pensionmark Financial Group, LLC | 6,662 | $990.1K | 0.14% | −215−3.1% | Reduced |
| Colonial Trust Co | 6,652 | $988.8K | 0.19% | +72+1.1% | Added |
| Marino, Stram & Associates LLC | 6,649 | $988.3K | 0.23% | +501+8.1% | Added |
| SeaCrest Wealth Management, LLC | 6,635 | $986.2K | 0.12% | −558−7.8% | Reduced |
| Checchi Capital Advisers, LLC | 6,630 | $985.4K | 0.08% | +451+7.3% | Added |
| Alpha DNA Investment Management LLC | 6,620 | $984.0K | 0.54% | +124+1.9% | Added |
| Vident Advisory, LLC | 6,595 | $980.3K | 0.02% | −7,179−52.1% | Reduced |
| Lakewood Asset Management LLC | 6,576 | $977.4K | 0.66% | +1,152+21.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,541 | $972.2K | 0.13% | +3,333+103.9% | Added |
| Syon Capital LLC | 6,528 | $970.3K | 0.09% | +366+5.9% | Added |
| Ingalls & Snyder LLC | 6,529 | $970.0K | 0.04% | −506−7.2% | Reduced |
| Fayez Sarofim & Co | 6,509 | $967.4K | 0.00% | −990−13.2% | Reduced |
| Private Trust Co NA | 6,477 | $962.7K | 0.10% | +504+8.4% | Added |
| Goldstone Financial Group, LLC | 6,467 | $961.1K | 0.22% | −42−0.6% | Reduced |
| RFG Advisory, LLC | 6,459 | $959.9K | 0.03% | +2,149+49.9% | Added |
| Trust Investment Advisors | 6,428 | $955.4K | 0.69% | +46+0.7% | Added |
| Belpointe Asset Management LLC | 6,426 | $955.2K | 0.07% | −1,214−15.9% | Reduced |
| Gleason Group, Inc. | 6,419 | $954.0K | 0.20% | +68+1.1% | Added |
| Catalyst Funds Management Pty Ltd | 6,400 | $951.2K | 0.27% | +6,400 | New |
| Aviance Capital Partners, LLC | 6,394 | $950.3K | 0.14% | +6,394 | New |
| Kovitz Investment Group Partners, LLC | 6,392 | $950.1K | 0.01% | +4,307+206.6% | Added |
| Summit Trail Advisors, LLC | 6,387 | $949.3K | 0.03% | +1,685+35.8% | Added |
| SevenBridge Financial Group, LLC | 6,458 | $945.6K | 0.21% | −723−10.1% | Reduced |
| Central Bank & Trust Co | 6,362 | $945.5K | 0.13% | +420+7.1% | Added |
| Legacy Financial Advisors, Inc. | 6,339 | $942.2K | 0.17% | −620−8.9% | Reduced |
| Abbrea Capital, LLC | 6,338 | $942.0K | 0.12% | +43+0.7% | Added |
| Brown Capital Management LLC | 6,312 | $938.2K | 0.02% | 00.0% | Unchanged |
| Family Asset Management, LLC | 6,304 | $937.0K | 0.59% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,299 | $936.2K | 0.01% | +205+3.4% | Added |
| World Equity Group, Inc. | 6,296 | $935.8K | 0.19% | +2,352+59.6% | Added |
| Wrapmanager Inc | 6,276 | $932.8K | 0.26% | −4,036−39.1% | Reduced |
| Constitution Capital LLC | 6,264 | $931.0K | 0.53% | −200−3.1% | Reduced |
| First United Bank Trust | 6,245 | $928.2K | 0.34% | −346−5.2% | Reduced |
| Gsa Capital Partners LLP | 6,235 | $927.0K | 0.07% | +4,056+186.1% | Added |
| Rothschild Investment LLC | 6,230 | $926.0K | 0.07% | −114−1.8% | Reduced |
| Mendel Money Management | 6,211 | $923.1K | 0.43% | +519+9.1% | Added |
| 1st Source Bank | 6,139 | $912.4K | 0.05% | −150−2.4% | Reduced |
| Mayflower Financial Advisors, LLC | 6,114 | $908.7K | 0.15% | −79,866−92.9% | Reduced |
| Fundamentun, LLC | 6,104 | $907.4K | 0.09% | −1,966−24.4% | Reduced |
| First Financial Bank - Trust Division | 6,100 | $906.6K | 0.09% | −358−5.5% | Reduced |
| Fortem Financial Group, LLC | 6,072 | $902.5K | 0.40% | +900+17.4% | Added |
| Schechter Investment Advisors, LLC | 6,056 | $900.0K | 0.07% | −1,427−19.1% | Reduced |
| Affinity Wealth Management LLC | 6,046 | $898.6K | 0.17% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6,035 | $896.9K | 0.25% | +10.0% | Added |
| Archford Capital Strategies, LLC | 6,001 | $891.9K | 0.15% | −646−9.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,999 | $891.6K | 0.10% | +461+8.3% | Added |
| Investors Asset Management of Georgia Inc | 5,997 | $891.3K | 0.42% | +805+15.5% | Added |
| Benjamin Edwards Inc | 5,987 | $890.0K | 0.18% | −159−2.6% | Reduced |
| Convergence Investment Partners, LLC | 5,987 | $890.0K | 0.34% | +4,520+308.1% | Added |
| Missouri Trust & Investment Co | 5,985 | $889.6K | 0.34% | +473+8.6% | Added |
| Impact Partnership Wealth, LLC | 5,984 | $889.4K | 0.35% | +4,543+315.3% | Added |
| Byrne Asset Management LLC | – | $884.2K | 0.61% | – | – |
| Berkeley Capital Partners, LLC | 5,921 | $880.0K | 0.27% | +5,921 | New |
| Choate Investment Advisors | 5,894 | $876.0K | 0.02% | +592+11.2% | Added |
| DeDora Capital, Inc. | 5,882 | $874.2K | 0.28% | +949+19.2% | Added |
| First Horizon Advisors, Inc. | 5,881 | $874.2K | 0.03% | −706−10.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,869 | $872.3K | 0.36% | +647+12.4% | Added |
| Boston Financial Mangement LLC | 5,863 | $871.5K | 0.03% | −77−1.3% | Reduced |
| Encompass Wealth Advisors, LLC | 5,862 | $871.3K | 0.23% | +2,695+85.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,856 | $870.4K | 0.10% | +2,732+87.5% | Added |
| Schnieders Capital Management LLC | 5,853 | $869.9K | 0.18% | −836−12.5% | Reduced |
| Ontario Teachers Pension Plan Board | 5,853 | $869.9K | 0.01% | +1,958+50.3% | Added |
| Keudell/Morrison Wealth Management | 5,846 | $868.9K | 0.26% | +988+20.3% | Added |
| Financial Advocates Investment Management | 5,838 | $867.7K | 0.05% | +97+1.7% | Added |
| Northstar Group, Inc. | 5,814 | $864.1K | 0.17% | +13+0.2% | Added |
| Barden Capital Management, Inc. | 5,793 | $861.0K | 0.83% | −2,025−25.9% | Reduced |
| Gladstone Institutional Advisory LLC | 5,791 | $860.7K | 0.05% | −5,520−48.8% | Reduced |
| Massachusetts Wealth Management | 5,790 | $860.6K | 0.61% | 00.0% | Unchanged |
| Investors Research Corp | 5,789 | $860.4K | 0.20% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,779 | $859.0K | 0.10% | −2,361−29.0% | Reduced |
| Reuter James Wealth Management, LLC | 5,775 | $858.3K | 0.60% | −92−1.6% | Reduced |
| LCNB Corp | 5,771 | $857.7K | 0.31% | −86−1.5% | Reduced |
| Norden Group LLC | 5,756 | $855.5K | 0.17% | +1,401+32.2% | Added |
| Traynor Capital Management, Inc. | 5,726 | $851.0K | 0.08% | −14−0.2% | Reduced |
| Proequities, Inc. | 5,722 | $850.5K | 0.05% | +751+15.1% | Added |
| Pettyjohn, Wood & White, Inc | 5,642 | $838.6K | 0.17% | −95−1.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,631 | $836.9K | 0.09% | +2,935+108.9% | Added |
| Essex Financial Services, Inc. | 5,631 | $836.9K | 0.08% | +441+8.5% | Added |
| Patriot Investment Management Inc. | 5,629 | $836.6K | 0.07% | −481−7.9% | Reduced |
| Guardian Capital Advisors LP | 5,865 | $834.3K | 0.09% | −990−14.4% | Reduced |
| Greenland Capital Management LP | 5,600 | $832.3K | 0.14% | +5,600 | New |
| Heritage Wealth Advisors | 5,594 | $831.4K | 0.04% | −1,459−20.7% | Reduced |
| Centaurus Financial, Inc. | 5,575 | $829.0K | 0.06% | −258−4.4% | Reduced |
| Capital Square, LLC | 5,557 | $826.0K | 0.58% | +556+11.1% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,557 | $825.9K | 0.75% | +5,557 | New |
| Hilltop Partners LLC | 5,528 | $821.6K | 0.29% | +669+13.8% | Added |
| Hutner Capital Management Inc | 5,506 | $818.4K | 0.44% | −109−1.9% | Reduced |
| Bank of Hawaii | 5,503 | $817.9K | 0.04% | −87−1.6% | Reduced |
| American National Bank & Trust Co | 5,485 | $815.2K | 0.19% | +5,485 | New |
| Baker Tilly Wealth Management, LLC | 5,474 | $813.6K | 0.15% | +357+7.0% | Added |
| Bangor Savings Bank | 5,446 | $809.4K | 0.08% | +127+2.4% | Added |
| Pinnacle West Asset Management, Inc. | 5,440 | $809.0K | 0.64% | +245+4.7% | Added |
| Capital Asset Advisory Services LLC | 5,343 | $808.7K | 0.05% | −388−6.8% | Reduced |
| Lindbrook Capital, LLC | 5,435 | $807.8K | 0.08% | −94−1.7% | Reduced |
| Transcend Wealth Collective, LLC | 5,431 | $807.2K | 0.06% | +1,924+54.9% | Added |