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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 4,209 | $625.6K | 0.05% | −102−2.4% | Reduced |
| Rogco, LP | 4,206 | $625.1K | 0.26% | +78+1.9% | Added |
| HM Payson & Co | 4,203 | $624.7K | 0.01% | −135−3.1% | Reduced |
| GM Advisory Group, Inc. | 4,184 | $621.9K | 0.04% | 00.0% | Unchanged |
| Tobam | 4,166 | $619.0K | 0.06% | −810−16.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,163 | $618.7K | 0.22% | −185−4.3% | Reduced |
| TBH Global Asset Management, LLC | 4,163 | $618.7K | 0.12% | −4−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,162 | $618.6K | 0.09% | +102+2.5% | Added |
| Total Clarity Wealth Management, Inc. | 4,158 | $618.0K | 0.21% | −49−1.2% | Reduced |
| Smith, Salley & Associates | 4,135 | $614.6K | 0.05% | −17,459−80.9% | Reduced |
| Cookson Peirce & Co Inc | 4,115 | $612.0K | 0.03% | −139−3.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,104 | $610.0K | 0.07% | 00.0% | Unchanged |
| Vista Investment Management | 4,099 | $609.2K | 0.25% | −133−3.1% | Reduced |
| Ambassador Advisors, LLC | 4,097 | $608.9K | 0.11% | +1,971+92.7% | Added |
| Larson Financial Group LLC | 4,096 | $608.7K | 0.05% | +2,818+220.5% | Added |
| Johnson & White Wealth Management, LLC | 4,094 | $608.0K | 0.44% | +1,089+36.2% | Added |
| DAGCO, Inc. | 4,083 | $606.9K | 0.28% | +3,740+1,090.4% | Added |
| Kanawha Capital Management LLC | 4,065 | $604.2K | 0.05% | +92+2.3% | Added |
| Biltmore Wealth Management, LLC | 3,825 | $601.5K | 0.29% | 00.0% | Unchanged |
| Barr E S & Co | 4,026 | $598.4K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,021 | $597.7K | 0.06% | −1,294−24.3% | Reduced |
| Oakworth Capital, Inc. | 4,015 | $596.8K | 0.04% | −221−5.2% | Reduced |
| S.A. Mason LLC | 4,011 | $596.2K | 0.36% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,011 | $596.2K | 0.03% | −226−5.3% | Reduced |
| RDA Financial Network | 4,009 | $595.9K | 0.20% | +651+19.4% | Added |
| Deseret Mutual Benefit Administrators | 4,002 | $594.8K | 0.30% | +447+12.6% | Added |
| Powers Advisory Group, LLC | 3,983 | $592.0K | 0.34% | +327+8.9% | Added |
| Bank Ozk | 3,971 | $590.2K | 0.26% | +2,000+101.5% | Added |
| Wolverine Asset Management LLC | 3,970 | $590.1K | 0.01% | −13,688−77.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,988 | $588.0K | 0.05% | +8+0.2% | Added |
| Curbstone Financial Management Corp | 3,928 | $583.8K | 0.13% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,905 | $580.4K | 0.04% | +527+15.6% | Added |
| River Street Advisors LLC | 3,901 | $579.8K | 0.39% | +292+8.1% | Added |
| Diamant Asset Management, Inc. | 3,885 | $577.4K | 0.40% | −91−2.3% | Reduced |
| First Western Trust Bank | 3,884 | $577.3K | 0.03% | +13+0.3% | Added |
| Burford Brothers, Inc. | 3,875 | $576.0K | 0.38% | +613+18.8% | Added |
| Clifford Group, LLC | 3,871 | $575.4K | 0.48% | +576+17.5% | Added |
| MQS Management LLC | 3,851 | $572.4K | 0.33% | +3,851 | New |
| Capital Analysts, LLC | 3,841 | $571.0K | 0.03% | +235+6.5% | Added |
| Lavaca Capital LLC | 3,839 | $570.6K | 0.35% | −58−1.5% | Reduced |
| BluePath Capital Management, LLC | 3,837 | $570.2K | 0.44% | +834+27.8% | Added |
| Stablepoint Partners, LLC | 3,835 | $570.0K | 0.12% | +479+14.3% | Added |
| Phillips Wealth Planners LLC | 3,961 | $566.0K | 0.65% | +781+24.6% | Added |
| Sentinus, LLC | 3,792 | $563.6K | 0.20% | +3,792 | New |
| Boston Family Office LLC | 3,779 | $562.0K | 0.04% | −714−15.9% | Reduced |
| Graypoint LLC | 3,781 | $561.9K | 0.04% | +155+4.3% | Added |
| Emerald Advisors, LLC | 3,776 | $561.2K | 0.10% | +632+20.1% | Added |
| S&CO Inc | 3,770 | $560.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,768 | $560.0K | 0.09% | +48+1.3% | Added |
| Nwam LLC | 3,798 | $558.6K | 0.05% | −2,562−40.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,751 | $557.5K | 0.36% | −282−7.0% | Reduced |
| Ritholtz Wealth Management | 3,740 | $555.9K | 0.02% | −3,005−44.6% | Reduced |
| Grey Street Capital, LLC | 3,737 | $555.5K | 0.08% | +2,205+143.9% | Added |
| Durante & Waters, LLC | 3,734 | $555.0K | 0.51% | +10.0% | Added |
| Cascade Financial Partners, LLC | 3,828 | $554.7K | 0.08% | +3,828 | New |
| Summit Asset Management, LLC | 3,727 | $553.9K | 0.12% | +175+4.9% | Added |
| Accuvest Global Advisors | 3,708 | $551.0K | 0.24% | +888+31.5% | Added |
| Sar Wealth Management Group, LLC | 3,654 | $543.1K | 0.49% | −16−0.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,630 | $539.6K | 0.11% | −423−10.4% | Reduced |
| CoreCap Advisors, LLC | 3,630 | $539.6K | 0.03% | −10,370−74.1% | Reduced |
| Richard W. Paul & Associates, LLC | 3,630 | $539.6K | 0.22% | +494+15.8% | Added |
| First Nebraska Trust Co | 3,629 | $539.4K | 0.06% | +205+6.0% | Added |
| Breakwater Capital Group | 3,605 | $535.8K | 0.13% | +95+2.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,599 | $534.9K | 0.36% | +2+0.1% | Added |
| Pathway Financial Advisors LLC | 3,591 | $533.7K | 0.14% | +31+0.9% | Added |
| Defined Wealth Management, LLC | 3,587 | $533.1K | 0.38% | −9−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,584 | $532.7K | 0.04% | −2,540−41.5% | Reduced |
| Clarius Group, LLC | 3,562 | $529.4K | 0.04% | −50−1.4% | Reduced |
| Dana Investment Advisors, Inc. | 3,558 | $528.8K | 0.02% | +22+0.6% | Added |
| Family Legacy, Inc. | 3,554 | $528.2K | 0.19% | +25+0.7% | Added |
| Ignite Planners, LLC | 3,570 | $527.0K | 0.15% | −743−17.2% | Reduced |
| First Affirmative Financial Network | 3,539 | $526.0K | 0.39% | −51−1.4% | Reduced |
| Pflug Koory, LLC | 3,536 | $525.6K | 0.26% | +16+0.5% | Added |
| Liberty Capital Management, Inc. | 3,535 | $525.4K | 0.13% | −19−0.5% | Reduced |
| Liberty Wealth Management LLC | 3,534 | $525.0K | 0.10% | −209−5.6% | Reduced |
| Octavia Wealth Advisors, LLC | 3,522 | $523.5K | 0.08% | −212−5.7% | Reduced |
| Stratos Wealth Advisors, LLC | 3,519 | $523.1K | 0.03% | −24,038−87.2% | Reduced |
| DF Dent & Co Inc | 3,519 | $523.1K | 0.01% | −543−13.4% | Reduced |
| Premier Path Wealth Partners, LLC | 3,517 | $522.7K | 0.10% | −57−1.6% | Reduced |
| Central Valley Advisors, LLC | 3,515 | $522.5K | 0.27% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,513 | $522.0K | 0.09% | +80+2.3% | Added |
| Legacy Wealth Asset Management, LLC | 3,490 | $518.7K | 0.14% | +73+2.1% | Added |
| Profit Investment Management, LLC | 3,489 | $518.6K | 0.29% | −51−1.4% | Reduced |
| Steward Partners Investment Solutions, LLC | 3,487 | $518.3K | 0.09% | +472+15.7% | Added |
| Elevated Capital Advisors, LLC | 3,481 | $517.4K | 0.15% | +338+10.8% | Added |
| Morris Retirement Advisors, LLC | 3,481 | $517.4K | 0.31% | −448−11.4% | Reduced |
| Xcel Wealth Management, LLC | 3,471 | $515.9K | 0.16% | −675−16.3% | Reduced |
| Dividend Assets Capital, LLC | 3,446 | $512.0K | 0.11% | −195−5.4% | Reduced |
| Trustco Bank Corp N Y | 3,436 | $510.7K | 0.53% | −387−10.1% | Reduced |
| Range Financial Group LLC | 3,421 | $508.4K | 0.26% | +116+3.5% | Added |
| Segment Wealth Management, LLC | 3,404 | $506.0K | 0.04% | +5+0.1% | Added |
| Penserra Capital Management LLC | 3,406 | $505.0K | 0.01% | −3,166−48.2% | Reduced |
| Conscious Wealth Investments, LLC | 3,532 | $504.7K | 0.38% | −235−6.2% | Reduced |
| IFG Advisors, LLC | 3,383 | $502.8K | 0.13% | +61+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 3,365 | $500.1K | 0.24% | +78+2.4% | Added |
| Archer Investment Corp | 3,362 | $499.7K | 0.15% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,360 | $499.4K | 0.10% | −154−4.4% | Reduced |
| Compagnie Lombard Odier SCmA | 3,353 | $498.4K | 0.01% | −317−8.6% | Reduced |
| Next Level Private LLC | 3,327 | $494.5K | 0.23% | +647+24.1% | Added |
| Park Place Capital Corp | 3,324 | $494.1K | 0.18% | −439−11.7% | Reduced |