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 |
|---|---|---|---|---|---|
| Thomasville National Bank | 2,737 | $406.8K | 0.03% | −637−18.9% | Reduced |
| Guardian Wealth Advisors, LLC | 2,722 | $404.6K | 0.05% | −107−3.8% | Reduced |
| Foster & Motley Inc | 2,716 | $404.0K | 0.03% | −844−23.7% | Reduced |
| Washington Trust Bank | 2,713 | $403.2K | 0.04% | −668−19.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,707 | $403.0K | 0.02% | +336+14.2% | Added |
| Claro Advisors LLC | 2,711 | $403.0K | 0.07% | +267+10.9% | Added |
| Verus Capital Partners, LLC | 2,705 | $402.1K | 0.04% | +163+6.4% | Added |
| Fortitude Family Office, LLC | 2,701 | $401.4K | 0.27% | +173+6.8% | Added |
| Royal Capital Wealth Management, LLC | 2,700 | $401.3K | 0.32% | −585−17.8% | Reduced |
| Founders Capital Management, LLC | 2,698 | $401.0K | 0.07% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,696 | $400.6K | 0.23% | +10.0% | Added |
| BLB&B Advisors, LLC | 2,693 | $400.3K | 0.02% | +36+1.4% | Added |
| Alliance Wealth Advisors, LLC | 2,693 | $400.3K | 0.12% | +61+2.3% | Added |
| Yarger Wealth Strategies, LLC | 2,692 | $400.1K | 0.27% | +45+1.7% | Added |
| Childress Capital Advisors, LLC | 2,686 | $399.2K | 0.12% | +141+5.5% | Added |
| NVWM, LLC | 2,685 | $399.1K | 0.11% | +96+3.7% | Added |
| Opinicus Capital, Inc. | 2,680 | $398.3K | 0.35% | −21−0.8% | Reduced |
| HCR Wealth Advisors | 2,675 | $397.6K | 0.06% | −458−14.6% | Reduced |
| Landscape Capital Management, L.L.C. | 2,675 | $397.6K | 0.03% | +2,675 | New |
| Burney Co | 2,673 | $397.3K | 0.02% | −98−3.5% | Reduced |
| Weatherly Asset Management L. P. | 2,672 | $397.1K | 0.04% | +14+0.5% | Added |
| Ausdal Financial Partners, Inc. | 2,670 | $396.8K | 0.05% | +634+31.1% | Added |
| Versor Investments LP | 2,668 | $396.5K | 0.08% | +2,668 | New |
| Mizuho Markets Americas LLC | 2,660 | $395.4K | 0.01% | +2,660 | New |
| McGuire Investment Group, LLC | 2,654 | $394.5K | 0.06% | −108−3.9% | Reduced |
| Suncoast Equity Management | 2,652 | $394.2K | 0.05% | 00.0% | Unchanged |
| Leisure Capital Management | 2,645 | $393.1K | 0.20% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,641 | $392.5K | 0.21% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 2,635 | $392.0K | 0.03% | −1,107−29.6% | Reduced |
| Pacitti Group Inc. | 2,636 | $391.8K | 0.21% | +4+0.2% | Added |
| Atlas Brown,Inc. | 2,626 | $390.3K | 0.14% | −25−0.9% | Reduced |
| Country Trust Bank | 2,622 | $389.7K | 0.01% | +35+1.4% | Added |
| BCJ Capital Management, LLC | 2,620 | $389.4K | 0.03% | +2,620 | New |
| Clear Creek Financial Management, LLC | 2,619 | $389.3K | 0.05% | +2,619 | New |
| Cannon Financial Strategists, Inc. | 2,619 | $389.3K | 0.08% | −6−0.2% | Reduced |
| Executive Wealth Group LLC | 2,658 | $388.8K | 0.08% | +2,658 | New |
| Navellier & Associates Inc | 2,610 | $387.9K | 0.05% | −173−6.2% | Reduced |
| Sweeney & Michel, LLC | 2,620 | $387.5K | 0.17% | +2,620 | New |
| Peavine Capital, LLC | 2,600 | $386.4K | 0.10% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,599 | $386.4K | 0.16% | −376−12.6% | Reduced |
| Sachetta, LLC | 2,452 | $385.6K | 0.18% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,588 | $384.7K | 0.25% | −155−5.7% | Reduced |
| Delta Financial Advisors LLC | 2,588 | $384.6K | 0.15% | +8+0.3% | Added |
| Salem Investment Counselors Inc | 2,578 | $383.2K | 0.01% | −38−1.5% | Reduced |
| Meridian Wealth Advisors, LLC | 2,574 | $382.6K | 0.07% | −723−21.9% | Reduced |
| L2 Asset Management, LLC | 2,572 | $382.2K | 0.13% | +270+11.7% | Added |
| Joule Financial, LLC | 2,561 | $380.6K | 0.16% | +62+2.5% | Added |
| Kades & Cheifetz LLC | 2,558 | $380.2K | 0.24% | −10−0.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,558 | $380.1K | 0.01% | −341−11.8% | Reduced |
| Sharp Financial Services, LLC | 2,556 | $379.9K | 0.35% | +149+6.2% | Added |
| Alliance Wealth Advisors, LLC | 2,555 | $379.8K | 0.24% | −103−3.9% | Reduced |
| Spirit of America Management Corp | 2,550 | $379.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,545 | $378.3K | 0.09% | −467−15.5% | Reduced |
| Prestige Wealth Management Group LLC | 2,539 | $377.4K | 0.08% | +77+3.1% | Added |
| Old Mission Investment Co LLC | 2,539 | $377.4K | 0.13% | +114+4.7% | Added |
| Sunpointe, LLC | 2,531 | $376.1K | 0.42% | +24+1.0% | Added |
| Lifeworks Advisors, LLC | 2,517 | $374.2K | 0.10% | +300+13.5% | Added |
| Ti-Trust, Inc | 2,515 | $373.8K | 0.27% | +381+17.9% | Added |
| Indiana Trust & Investment Management CO | 2,510 | $373.1K | 0.15% | −215−7.9% | Reduced |
| Wilkinson Global Asset Management LLC | 2,507 | $372.6K | 0.02% | −1,605−39.0% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $372.3K | 0.08% | −50−2.0% | Reduced |
| AlphaMark Advisors, LLC | 2,504 | $372.0K | 0.13% | +123+5.2% | Added |
| Gouws Capital LLC | 2,500 | $371.6K | 0.28% | −100−3.8% | Reduced |
| Wealth Advisory Solutions, LLC | 2,494 | $370.7K | 0.10% | −1,362−35.3% | Reduced |
| McRae Capital Management Inc | 2,488 | $369.7K | 0.08% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,496 | $369.7K | 0.04% | +206+9.0% | Added |
| Busey Wealth Management | 2,487 | $369.6K | 0.01% | −17−0.7% | Reduced |
| Heartwood Wealth Advisors LLC | 2,481 | $368.8K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 2,476 | $368.0K | 0.09% | +43+1.8% | Added |
| Crestwood Advisors Group LLC | 2,474 | $367.8K | 0.01% | +2,474 | New |
| Great Diamond Partners, LLC | 2,471 | $367.3K | 0.08% | +172+7.5% | Added |
| Shufro Rose & Co LLC | 2,465 | $366.4K | 0.03% | +1,115+82.6% | Added |
| NWF Advisory Services Inc. | 2,465 | $366.3K | 0.06% | −168−6.4% | Reduced |
| Fortis Group Advisors, LLC | 2,464 | $366.2K | 0.07% | −255−9.4% | Reduced |
| Lyell Wealth Management, LP | 2,453 | $364.6K | 0.04% | +190+8.4% | Added |
| Private Wealth Partners, LLC | 2,450 | $364.1K | 0.03% | −850−25.8% | Reduced |
| IMS Capital Management | 2,446 | $363.6K | 0.17% | −426−14.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,442 | $363.0K | 0.25% | +384+18.7% | Added |
| Plato Investment Management Ltd | 2,437 | $362.2K | 0.04% | +2,211+978.3% | Added |
| Chaney Capital Management, Inc. | 2,430 | $361.2K | 0.29% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,430 | $361.2K | 0.02% | −66−2.6% | Reduced |
| Allegheny Financial Group LTD | 2,430 | $361.2K | 0.11% | +2+0.1% | Added |
| waypoint wealth counsel | 2,400 | $356.7K | 0.27% | −20−0.8% | Reduced |
| Grandview Asset Management LLC | 2,396 | $356.0K | 0.16% | −134−5.3% | Reduced |
| Bill Few Associates, Inc. | 2,394 | $355.8K | 0.14% | +187+8.5% | Added |
| Nicolet Bankshares Inc | 2,388 | $354.9K | 0.09% | −24−1.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,375 | $353.0K | 0.12% | +3+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,366 | $351.6K | 0.06% | +55+2.4% | Added |
| Flagship Harbor Advisors, LLC | 2,365 | $351.6K | 0.02% | −59−2.4% | Reduced |
| Consolidated Planning Corp | 2,364 | $351.3K | 0.06% | −926−28.1% | Reduced |
| Westhampton Capital, LLC | 2,355 | $350.0K | 0.19% | −320−12.0% | Reduced |
| Vertex Planning Partners, LLC | 2,355 | $350.0K | 0.10% | −18−0.8% | Reduced |
| KPP Advisory Services LLC | 2,355 | $350.0K | 0.10% | +38+1.6% | Added |
| Redhawk Wealth Advisors, Inc. | 2,354 | $349.8K | 0.06% | −14−0.6% | Reduced |
| King Wealth | 2,349 | $349.0K | 0.06% | −812−25.7% | Reduced |
| Walker Financial Services, Inc. | 2,216 | $349.0K | 0.29% | +108+5.1% | Added |
| Winthrop Advisory Group LLC | 2,344 | $348.4K | 0.05% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 2,342 | $348.1K | 0.18% | +65+2.9% | Added |
| Vanguard Capital Wealth Advisors | 2,342 | $348.1K | 0.24% | +400+20.6% | Added |
| Tucker Asset Management LLC | 2,342 | $348.0K | 0.08% | +468+25.0% | Added |