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 |
|---|---|---|---|---|---|
| David Loasby | 5,348 | $805.3K | 0.08% | +305+6.0% | Added |
| Chicago Trust Co NA | 5,411 | $804.2K | 0.17% | −1,873−25.7% | Reduced |
| Berkshire Asset Management LLC | 5,392 | $801.0K | 0.04% | −282−5.0% | Reduced |
| Tyche Wealth Partners LLC | 5,366 | $797.5K | 0.20% | −638−10.6% | Reduced |
| JT Stratford LLC | 5,331 | $792.3K | 0.16% | −135−2.5% | Reduced |
| Westpac Banking Corp | 5,300 | $787.7K | 0.06% | +428+8.8% | Added |
| Cetera Trust Company, N.A | 5,274 | $783.9K | 0.47% | −65−1.2% | Reduced |
| Imprint Wealth LLC | 5,298 | $782.2K | 0.19% | +611+13.0% | Added |
| Quadrant Capital Group LLC | 5,249 | $780.2K | 0.06% | −533−9.2% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 5,240 | $778.8K | 0.44% | −1,470−21.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,234 | $777.9K | 0.04% | +8+0.2% | Added |
| Boyd Watterson Asset Management LLC | 5,226 | $776.7K | 0.28% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 5,196 | $772.3K | 0.33% | +569+12.3% | Added |
| Lake Street Advisors Group, LLC | 5,182 | $770.2K | 0.04% | +378+7.9% | Added |
| Wealthspire Advisors, LLC | 5,167 | $768.0K | 0.01% | −526−9.2% | Reduced |
| Paragon Private Wealth Management, LLC | 5,117 | $760.5K | 0.45% | −434−7.8% | Reduced |
| SC&H Financial Advisors, Inc. | 5,113 | $760.0K | 0.20% | +1,000+24.3% | Added |
| Community Trust & Investment Co | 5,101 | $758.2K | 0.05% | 00.0% | Unchanged |
| Access Investment Management LLC | 5,100 | $758.0K | 0.25% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,100 | $758.0K | 0.18% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,080 | $755.0K | 0.24% | −89−1.7% | Reduced |
| Chicago Capital, LLC | 5,061 | $752.2K | 0.02% | −4−0.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,016 | $745.5K | 0.59% | −674−11.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 5,003 | $743.6K | 0.46% | +204+4.3% | Added |
| Valmark Advisers, Inc. | 5,003 | $743.5K | 0.01% | +105+2.1% | Added |
| CPR Investments Inc. | 5,000 | $743.1K | 0.57% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,000 | $743.1K | 0.05% | +326+7.0% | Added |
| Blackston Financial Advisory Group, LLC | 4,999 | $743.0K | 0.49% | −34−0.7% | Reduced |
| Focus Financial Network, Inc. | 5,191 | $741.6K | 0.04% | +5,191 | New |
| Raab & Moskowitz Asset Management LLC | 4,979 | $740.2K | 0.21% | −640−11.4% | Reduced |
| Virtue Capital Management, LLC | 5,050 | $739.3K | 0.13% | +751+17.5% | Added |
| Patrick M Sweeney & Associates, Inc | 4,966 | $738.1K | 0.61% | +100+2.1% | Added |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $737.8K | 0.42% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,959 | $737.0K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,943 | $734.8K | 0.22% | −641−11.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,939 | $734.0K | 0.12% | +40+0.8% | Added |
| Peoples Financial Services Corp. | 4,925 | $732.0K | 0.32% | −418−7.8% | Reduced |
| Taylor Financial Group, Inc. | 4,923 | $731.7K | 0.56% | −225−4.4% | Reduced |
| Darwin Advisors, LLC | 4,878 | $725.0K | 0.20% | −29−0.6% | Reduced |
| Altus Wealth Group LLC | 4,835 | $718.6K | 0.36% | +338+7.5% | Added |
| Pettee Investors, Inc. | 4,800 | $713.4K | 0.30% | 00.0% | Unchanged |
| Solitude Financial Services | 4,800 | $713.4K | 0.33% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,760 | $707.0K | 0.18% | −92−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 4,745 | $705.2K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 4,731 | $703.2K | 0.05% | +19+0.4% | Added |
| Buttonwood Financial Advisors Inc. | 4,731 | $703.2K | 0.33% | −7−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,723 | $702.0K | 0.07% | +108+2.3% | Added |
| Principle Wealth Partners LLC | 4,722 | $701.8K | 0.05% | −4−0.1% | Reduced |
| Simmons Bank | 4,715 | $700.8K | 0.05% | −744−13.6% | Reduced |
| First Commonwealth Financial Corp | 4,709 | $699.9K | 0.19% | +486+11.5% | Added |
| apricus wealth, LLC | 4,705 | $699.3K | 0.49% | −225−4.6% | Reduced |
| Annex Advisory Services, LLC | 4,694 | $697.7K | 0.02% | −94−2.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,686 | $696.5K | 0.35% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,674 | $694.7K | 0.07% | +75+1.6% | Added |
| Fernwood Investment Management, LLC | 4,663 | $693.1K | 0.20% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 4,665 | $693.0K | 0.17% | +20.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $690.5K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,622 | $687.0K | 0.38% | +838+22.1% | Added |
| City State Bank | 4,620 | $687.0K | 0.30% | −140−2.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,616 | $686.1K | 0.06% | −2,409−34.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,614 | $685.8K | 0.03% | −70−1.5% | Reduced |
| Delta Financial Group, Inc. | 4,605 | $684.0K | 0.20% | +29+0.6% | Added |
| Astoria Portfolio Advisors LLC. | 4,721 | $683.8K | 0.26% | −523−10.0% | Reduced |
| Oxford Asset Management LLP | 4,587 | $681.8K | 0.74% | +2,035+79.7% | Added |
| Flputnam Investment Management Co | 4,586 | $681.5K | 0.01% | −982−17.6% | Reduced |
| Silverleafe Capital Partners, LLC | 4,579 | $680.6K | 0.27% | +4,579 | New |
| Thrive Wealth Management, LLC | 4,565 | $678.6K | 0.14% | +205+4.7% | Added |
| Geneos Wealth Management Inc. | 4,549 | $676.1K | 0.03% | +101+2.3% | Added |
| Leonteq Securities AG | 4,538 | $674.5K | 0.09% | −3,070−40.4% | Reduced |
| Edgestream Partners, L.P. | 4,519 | $671.7K | 0.03% | −7,745−63.2% | Reduced |
| Ancora Advisors, LLC | 4,493 | $667.9K | 0.02% | +2,289+103.9% | Added |
| Eads & Heald Wealth Management | 4,475 | $665.0K | 0.31% | −976−17.9% | Reduced |
| St. Johns Investment Management Company, LLC | 4,466 | $663.8K | 0.32% | +1,654+58.8% | Added |
| Trust Point Inc. | 4,464 | $663.5K | 0.05% | −42−0.9% | Reduced |
| Inceptionr LLC | 4,462 | $663.2K | 0.17% | −590−11.7% | Reduced |
| Evermay Wealth Management LLC | 4,457 | $662.4K | 0.10% | +63+1.4% | Added |
| WestHill Financial Advisors, Inc. | 4,450 | $661.4K | 0.16% | +20.0% | Added |
| Allred Capital Management, LLC | 4,448 | $661.2K | 0.26% | −62−1.4% | Reduced |
| Group One Trading, L.P. | 4,433 | $658.9K | 0.02% | +500+12.7% | Added |
| Chicago Partners Investment Group LLC | 4,413 | $657.0K | 0.03% | +345+8.5% | Added |
| Atomi Financial Group, Inc. | 4,411 | $655.6K | 0.06% | +2,767+168.3% | Added |
| Cohen Capital Management, Inc. | 4,402 | $654.3K | 0.12% | +152+3.6% | Added |
| Simon Quick Advisors, LLC | 4,396 | $653.4K | 0.05% | +290+7.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,372 | $649.8K | 0.05% | +4,372 | New |
| Geller Advisors LLC | 4,359 | $647.9K | 0.05% | +35+0.8% | Added |
| W.H. Cornerstone Investments Inc. | 4,344 | $646.0K | 0.47% | −721−14.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,316 | $641.5K | 0.02% | −13−0.3% | Reduced |
| Meyer Handelman Co | 4,300 | $639.1K | 0.02% | −1,300−23.2% | Reduced |
| Salvus Wealth Management, LLC | 4,293 | $638.1K | 0.44% | +5+0.1% | Added |
| Smartleaf Asset Management LLC | 4,324 | $637.1K | 0.12% | +619+16.7% | Added |
| Greenwich Wealth Management LLC | 4,285 | $637.0K | 0.05% | +86+2.0% | Added |
| Atlas Private Wealth Management | 4,277 | $635.7K | 0.27% | +341+8.7% | Added |
| CKW Financial Group | 4,301 | $635.0K | 0.08% | 00.0% | Unchanged |
| Cipher Capital LP | 4,257 | $632.7K | 0.29% | −12,730−74.9% | Reduced |
| Sutton Place Investors LLC | 4,256 | $632.6K | 0.31% | +662+18.4% | Added |
| Monument Capital Management | 4,255 | $632.4K | 0.18% | −1,206−22.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,248 | $631.4K | 0.18% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 4,246 | $631.1K | 0.18% | +231+5.8% | Added |
| Studio Investment Management LLC | 4,221 | $627.4K | 0.15% | +246+6.2% | Added |
| FRG Family Wealth Advisors LLC | 4,250 | $626.8K | 0.12% | −470−10.0% | Reduced |