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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 3,318 | $493.1K | 0.28% | +793+31.4% | Added |
| Viawealth, LLC | 3,309 | $491.9K | 0.31% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,295 | $489.7K | 0.37% | −196−5.6% | Reduced |
| GAMMA Investing LLC | 3,283 | $488.0K | 0.10% | −41−1.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,282 | $487.9K | 0.09% | −116−3.4% | Reduced |
| Cutler Investment Counsel LLC | 3,279 | $487.3K | 0.07% | −374−10.2% | Reduced |
| Cape Investment Advisory, Inc. | 3,275 | $486.8K | 0.23% | −394−10.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,266 | $485.6K | 0.08% | +229+7.5% | Added |
| iA Global Asset Management Inc. | 3,252 | $483.0K | 0.01% | −658−16.8% | Reduced |
| Eaton-Cambridge Inc. | 3,247 | $482.6K | 0.26% | +92+2.9% | Added |
| Douglas Lane & Associates, LLC | 3,247 | $482.6K | 0.01% | +188+6.1% | Added |
| Kennedy Investment Group | 3,246 | $482.5K | 0.26% | +80+2.5% | Added |
| Malaga Cove Capital, LLC | 3,235 | $480.8K | 0.20% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,234 | $480.7K | 0.23% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,233 | $480.5K | 0.01% | −584−15.3% | Reduced |
| Patten & Patten Inc | 3,232 | $480.4K | 0.03% | +283+9.6% | Added |
| MKT Advisors LLC | 3,261 | $480.2K | 0.26% | −1,819−35.8% | Reduced |
| Wellington Shields & Co., LLC | 3,225 | $479.3K | 0.16% | +1,600+98.5% | Added |
| Corton Capital Inc. | 3,223 | $479.0K | 0.18% | −2,746−46.0% | Reduced |
| Core Alternative Capital | 3,222 | $478.9K | 0.09% | −389−10.8% | Reduced |
| Silver Oak Securities, Inc | 3,221 | $478.7K | 0.07% | −220−6.4% | Reduced |
| Drive Wealth Management, LLC | 3,213 | $477.6K | 0.13% | −288−8.2% | Reduced |
| Versant Capital Management, Inc | 3,212 | $477.4K | 0.14% | +70+2.2% | Added |
| Palumbo Wealth Management LLC | 3,203 | $476.1K | 0.21% | −199−5.8% | Reduced |
| Highlander Capital Management, LLC | 3,200 | $475.6K | 0.16% | +2,300+255.6% | Added |
| American National Bank | 3,200 | $475.6K | 0.06% | +3,188+26,566.7% | Added |
| Sterling Investment Counsel, LLC | 3,185 | $473.4K | 0.22% | −134−4.0% | Reduced |
| LMG Wealth Partners, LLC | 3,185 | $473.4K | 0.12% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 3,163 | $472.0K | 0.16% | +3,163 | New |
| Gryphon Financial Partners LLC | 3,174 | $471.7K | 0.08% | +146+4.8% | Added |
| MidWestOne Financial Group, Inc. | 3,169 | $471.0K | 0.08% | +19+0.6% | Added |
| Hyman Charles D | 3,168 | $471.0K | 0.03% | −3,367−51.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $469.7K | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,157 | $469.2K | 0.01% | +251+8.6% | Added |
| Strait & Sound Wealth Management LLC | 3,145 | $468.6K | 0.26% | −67−2.1% | Reduced |
| Yeomans Consulting Group, Inc. | 3,145 | $467.4K | 0.20% | −11−0.3% | Reduced |
| Field & Main Bank | 3,144 | $467.3K | 0.18% | −216−6.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,125 | $464.4K | 0.12% | +166+5.6% | Added |
| Continuum Advisory, LLC | 3,136 | $464.3K | 0.07% | −1,234−28.2% | Reduced |
| AlTi Global, Inc. | 3,124 | $464.3K | 0.01% | −47,931−93.9% | Reduced |
| Center for Financial Planning, Inc. | 3,122 | $464.0K | 0.07% | −92−2.9% | Reduced |
| Cornerstone Wealth Group, LLC | 3,122 | $464.0K | 0.04% | +635+25.5% | Added |
| RB Capital Management, LLC | 3,117 | $463.3K | 0.12% | −30−1.0% | Reduced |
| Vicus Capital | 3,102 | $461.0K | 0.04% | +3,102 | New |
| Fortis Capital Advisors, LLC | 3,081 | $457.9K | 0.19% | +81+2.7% | Added |
| Human Investing LLC | 3,077 | $457.3K | 0.09% | −233−7.0% | Reduced |
| West Paces Advisors Inc. | 3,071 | $456.5K | 0.12% | −338−9.9% | Reduced |
| E&G Advisors, LP | 3,069 | $456.1K | 0.14% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,047 | $454.5K | 0.11% | +38+1.3% | Added |
| Bennett Associates Wealth Management | 3,046 | $452.7K | 0.41% | +40+1.3% | Added |
| Catalyst Financial Partners LLC | 3,180 | $452.4K | 0.12% | −422−11.7% | Reduced |
| ERTS Wealth Advisors, LLC | 3,032 | $450.6K | 0.09% | −59−1.9% | Reduced |
| NTV Asset Management LLC | 3,031 | $450.5K | 0.07% | −125−4.0% | Reduced |
| Successful Portfolios LLC | 3,029 | $450.2K | 0.31% | −107−3.4% | Reduced |
| Mystic Asset Management, Inc. | 3,022 | $449.2K | 0.19% | +150+5.2% | Added |
| Shepherd Financial Partners LLC | 3,002 | $446.3K | 0.06% | +159+5.6% | Added |
| Accurate Wealth Management, LLC | 3,116 | $444.9K | 0.13% | −244−7.3% | Reduced |
| Gratus Wealth Advisors, LLC | 3,115 | $444.6K | 0.08% | −310−9.1% | Reduced |
| IVC Wealth Advisors LLC | 2,987 | $444.0K | 0.26% | −943−24.0% | Reduced |
| Terry L. Blaker | 2,979 | $442.8K | 0.03% | +1,277+75.0% | Added |
| Prosperity Consulting Group, LLC | 2,977 | $442.5K | 0.06% | +1,269+74.3% | Added |
| Qtron Investments LLC | 2,976 | $442.3K | 0.06% | −3,480−53.9% | Reduced |
| Vance Wealth, Inc. | 2,971 | $441.6K | 0.18% | +20+0.7% | Added |
| Weaver Consulting Group | 2,969 | $441.3K | 0.16% | −7−0.2% | Reduced |
| Grove Bank & Trust | 2,949 | $438.3K | 0.07% | −2,686−47.7% | Reduced |
| Dechtman Wealth Management, LLC | 2,948 | $438.2K | 0.10% | +30+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 2,934 | $436.1K | 0.10% | −420−12.5% | Reduced |
| ASB Consultores, LLC | 2,922 | $434.3K | 0.11% | +2,922 | New |
| Colonial Trust Advisors | 2,921 | $434.2K | 0.04% | −19−0.6% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $433.9K | 0.22% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,914 | $433.0K | 0.22% | +183+6.7% | Added |
| Absher Wealth Management, LLC | 2,891 | $429.7K | 0.06% | +124+4.5% | Added |
| Avestar Capital, LLC | 2,891 | $429.7K | 0.05% | +681+30.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,890 | $429.6K | 0.02% | +1,615+126.7% | Added |
| Elgethun Capital Management | 2,895 | $428.1K | 0.11% | −79−2.7% | Reduced |
| Juncture Wealth Strategies, LLC | 2,869 | $426.4K | 0.18% | +2,869 | New |
| Stonebrook Private Inc. | 2,868 | $426.2K | 0.12% | +121+4.4% | Added |
| Wedmont Private Capital | 2,827 | $425.6K | 0.03% | +265+10.3% | Added |
| Forum Financial Management, LP | 2,862 | $425.4K | 0.01% | +13+0.5% | Added |
| Oxford Financial Group Ltd | 2,861 | $425.2K | 0.03% | −281−8.9% | Reduced |
| STAR Financial Bank | 2,858 | $424.8K | 0.36% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,855 | $424.3K | 0.05% | 00.0% | Unchanged |
| Davidson Trust Co | 2,854 | $424.2K | 0.25% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,847 | $423.0K | 0.01% | +109+4.0% | Added |
| Ledyard National Bank | 2,834 | $421.2K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,833 | $421.0K | 0.18% | −10.0% | Reduced |
| Choice Wealth Advisors, LLC | 2,826 | $420.1K | 0.25% | +20+0.7% | Added |
| Fidelis Capital Partners, LLC | 2,806 | $417.1K | 0.06% | +383+15.8% | Added |
| Passumpsic Savings Bank | 2,803 | $416.6K | 0.27% | +2,803 | New |
| Mechanics Financial Corp | 2,802 | $416.5K | 0.22% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,771 | $411.9K | 0.17% | +390+16.4% | Added |
| Gray Wealth Management Inc. | 2,769 | $411.6K | 0.18% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,761 | $410.4K | 0.16% | −229−7.7% | Reduced |
| Atlas Wealth LLC | 2,751 | $408.9K | 0.20% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,750 | $408.7K | 0.12% | +70+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 2,749 | $408.6K | 0.13% | +15+0.5% | Added |
| Cornerstone Advisory, LLC | 2,745 | $408.0K | 0.06% | −537−16.4% | Reduced |
| De Burlo Group Inc | 2,744 | $407.8K | 0.05% | −1,450−34.6% | Reduced |
| Paulson Wealth Management Inc. | 2,743 | $407.7K | 0.12% | +79+3.0% | Added |
| Cambiar Investors LLC | 2,738 | $406.9K | 0.02% | −295,503−99.1% | Reduced |