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 |
|---|---|---|---|---|---|
| Etfidea, LLC | 2,335 | $347.1K | 0.12% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,318 | $346.2K | 0.30% | +2,318 | New |
| New Covenant Trust Company, N.A. | 2,324 | $345.4K | 0.35% | +2,324 | New |
| MTM Investment Management, LLC | 2,323 | $345.2K | 0.14% | −1,491−39.1% | Reduced |
| Sentry Investment Management LLC | 2,323 | $345.0K | 0.13% | −1,470−38.8% | Reduced |
| GW Henssler & Associates Ltd | 2,317 | $344.4K | 0.02% | +52+2.3% | Added |
| 360 Financial, Inc. | 2,311 | $343.5K | 0.13% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,305 | $342.5K | 0.04% | +86+3.9% | Added |
| Strategy Asset Managers LLC | 2,285 | $339.5K | 0.07% | +358+18.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,282 | $339.1K | 0.13% | +107+4.9% | Added |
| Petrus Trust Company, LTA | 2,277 | $338.4K | 0.03% | +2,277 | New |
| Beaton Management Co. Inc. | 2,267 | $337.0K | 0.18% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,257 | $336.0K | 0.02% | −475−17.4% | Reduced |
| LexAurum Advisors, LLC | 2,255 | $335.2K | 0.08% | +521+30.0% | Added |
| Founders Capital Management | 2,255 | $335.2K | 0.23% | −70−3.0% | Reduced |
| GeoWealth Management, LLC | 2,247 | $334.0K | 0.01% | +251+12.6% | Added |
| Montecito Bank & Trust | 2,244 | $333.5K | 0.07% | −1,096−32.8% | Reduced |
| Financial Management Professionals, Inc. | 2,231 | $332.0K | 0.05% | +249+12.6% | Added |
| Gradient Investments LLC | 2,233 | $331.9K | 0.01% | −94,672−97.7% | Reduced |
| OneAscent Financial Services LLC | 2,229 | $331.0K | 0.04% | −672−23.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,207 | $328.1K | 0.05% | −733−24.9% | Reduced |
| US Asset Management LLC | 2,209 | $328.0K | 0.30% | −36−1.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,202 | $327.2K | 0.13% | +5+0.2% | Added |
| Buffington Mohr McNeal | 2,200 | $326.9K | 0.06% | +2+0.1% | Added |
| Sollinda Capital Management LLC | 2,195 | $326.2K | 0.10% | −350−13.8% | Reduced |
| Angeles Wealth Management, LLC | 2,188 | $325.2K | 0.03% | +2,188 | New |
| Chesapeake Asset Management LLC | 2,180 | $324.0K | 0.32% | −1,097−33.5% | Reduced |
| First Trust Investment Solutions L.P. | 2,180 | $324.0K | 0.06% | +449+25.9% | Added |
| Aries Wealth Management | 2,176 | $323.4K | 0.10% | −120−5.2% | Reduced |
| Hoylecohen, LLC | 2,174 | $323.1K | 0.02% | −250−10.3% | Reduced |
| Scientech Research LLC | 2,170 | $322.5K | 0.17% | +2,170 | New |
| Ariston Services Group | 2,164 | $321.6K | 0.31% | +94+4.5% | Added |
| Eight 31 Financial LLC | 2,162 | $321.3K | 0.20% | −2,130−49.6% | Reduced |
| Covenant Partners, LLC | 2,156 | $320.4K | 0.09% | −1,363−38.7% | Reduced |
| Patton Albertson Miller Group, LLC | 2,152 | $319.9K | 0.05% | −883−29.1% | Reduced |
| Verity Asset Management, Inc. | 2,140 | $318.1K | 0.18% | −132−5.8% | Reduced |
| RMB Capital Management, LLC | 2,140 | $318.0K | 0.01% | +404+23.3% | Added |
| Hancock Whitney Corp | 2,135 | $317.3K | 0.01% | −69−3.1% | Reduced |
| Southland Equity Partners LLC | 2,125 | $315.9K | 0.09% | +394+22.8% | Added |
| Thoroughbred Financial Services, LLC | 2,117 | $314.0K | 0.03% | −2,553−54.7% | Reduced |
| CoreFirst Bank & Trust | 2,107 | $313.2K | 0.20% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,106 | $313.1K | 0.20% | +9+0.4% | Added |
| Archetype Wealth Partners | 2,100 | $312.0K | 0.05% | +2,100 | New |
| Evoke Wealth, LLC | 2,086 | $310.1K | 0.01% | +2,086 | New |
| Keel Point, LLC | 2,069 | $307.4K | 0.03% | +406+24.4% | Added |
| WealthShield Partners, LLC | 2,068 | $307.4K | 0.05% | −855−29.3% | Reduced |
| Optas, LLC | 2,067 | $307.2K | 0.08% | +189+10.1% | Added |
| Creekmur Asset Management LLC | 2,062 | $306.5K | 0.10% | +4+0.2% | Added |
| RIA Advisory Group LLC | 2,054 | $305.4K | 0.12% | −15,865−88.5% | Reduced |
| Evexia Wealth LLC | 2,098 | $304.0K | 0.13% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 2,043 | $303.6K | 0.08% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 2,040 | $303.2K | 0.01% | +2,040 | New |
| N.E.W. Advisory Services LLC | 2,038 | $302.9K | 0.03% | +53+2.7% | Added |
| Aspiriant, LLC | 2,031 | $301.9K | 0.01% | +18+0.9% | Added |
| Benedict Financial Advisors Inc | 2,027 | $301.2K | 0.08% | −17−0.8% | Reduced |
| Equitable Trust Co | 2,026 | $301.1K | 0.02% | +2,026 | New |
| Aviso Wealth Management | 2,024 | $300.8K | 0.19% | +396+24.3% | Added |
| CVA Family Office, LLC | 2,022 | $300.5K | 0.05% | −352−14.8% | Reduced |
| Cozad Asset Management Inc | 2,012 | $299.0K | 0.03% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,903 | $299.0K | 0.06% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,010 | $298.7K | 0.17% | 00.0% | Unchanged |
| Exchange Bank | 2,009 | $298.6K | 0.25% | −19−0.9% | Reduced |
| Rice Partnership, LLC | 2,007 | $298.3K | 0.07% | −10.0% | Reduced |
| Smithfield Trust Co | 2,062 | $298.0K | 0.02% | −20−1.0% | Reduced |
| Alera Investment Advisors, LLC | 2,002 | $297.6K | 0.04% | −24−1.2% | Reduced |
| Oak Asset Management, LLC | 2,001 | $297.4K | 0.11% | +50+2.6% | Added |
| GenTrust, LLC | 2,000 | $297.3K | 0.02% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $297.3K | 0.29% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $297.3K | 0.05% | +2,000 | New |
| Colonial River Wealth Management, LLC | 1,999 | $297.1K | 0.17% | +1,999 | New |
| FLC Capital Advisors | 1,997 | $296.8K | 0.07% | −181−8.3% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $296.5K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,994 | $296.4K | 0.02% | +27+1.4% | Added |
| Allstate Corp | 1,990 | $295.8K | 0.02% | −234−10.5% | Reduced |
| Detalus Advisors, LLC | 1,989 | $295.6K | 0.11% | −70−3.4% | Reduced |
| Gilman Hill Asset Management, LLC | 1,983 | $294.8K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,983 | $294.7K | 0.11% | −70−3.4% | Reduced |
| Calton & Associates, Inc. | 1,983 | $294.7K | 0.14% | +1,983 | New |
| SageView Advisory Group, LLC | 1,723 | $294.4K | 0.02% | −10,283−85.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,979 | $294.1K | 0.02% | −1,733−46.7% | Reduced |
| Sather Financial Group Inc | 1,979 | $294.1K | 0.02% | 00.0% | Unchanged |
| Holistic Planning, LLC | 1,979 | $294.1K | 0.22% | +4+0.2% | Added |
| MBB Public Markets I LLC | 1,977 | $293.8K | 0.02% | +1,977 | New |
| First American Trust, FSB | 1,977 | $293.8K | 0.03% | +1,977 | New |
| Retirement Planning Co of New England, Inc. | 1,976 | $293.7K | 0.16% | +462+30.5% | Added |
| Somerset Trust Co | 1,966 | $292.2K | 0.12% | +178+10.0% | Added |
| PFS Partners, LLC | 1,964 | $291.9K | 0.20% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,956 | $290.7K | 0.04% | +33+1.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,953 | $290.3K | 0.10% | +828+73.6% | Added |
| Cohen & Steers, Inc. | 1,949 | $290.0K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,951 | $290.0K | 0.08% | +8+0.4% | Added |
| Investment Advisory Services Inc | 1,948 | $289.5K | 0.11% | +39+2.0% | Added |
| Dudley Capital Management, LLC | 1,955 | $288.6K | 0.17% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,938 | $288.1K | 0.14% | −65−3.2% | Reduced |
| Northeast Financial Group, Inc. | 1,929 | $286.7K | 0.13% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,938 | $286.2K | 0.19% | +1,938 | New |
| Alta Advisers Ltd | 1,900 | $282.4K | 0.14% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,899 | $282.2K | 0.13% | −145−7.1% | Reduced |
| Spotlight Asset Group, Inc. | 1,898 | $282.1K | 0.20% | −96−4.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,896 | $281.7K | 0.13% | −7−0.4% | Reduced |