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 |
|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | 1,893 | $281.4K | 0.03% | +34+1.8% | Added |
| Catalina Capital Group, LLC | 1,890 | $280.9K | 0.12% | +496+35.6% | Added |
| Gerber, LLC | 1,889 | $280.8K | 0.24% | −100−5.0% | Reduced |
| Proficio Capital Partners LLC | 1,884 | $280.0K | 0.03% | +36+1.9% | Added |
| McIlrath & Eck, LLC | 1,881 | $279.6K | 0.04% | −61−3.1% | Reduced |
| Alpha Financial Partners, LLC | 1,881 | $279.5K | 0.25% | +89+5.0% | Added |
| Plancorp, LLC | 1,881 | $279.5K | 0.01% | +169+9.9% | Added |
| Leavell Investment Management, Inc. | 1,880 | $279.0K | 0.02% | +9+0.5% | Added |
| Fulcrum Equity Management | 1,870 | $278.0K | 0.33% | +67+3.7% | Added |
| Bridges Investment Management Inc | 1,869 | $277.8K | 0.01% | −764−29.0% | Reduced |
| Sittner & Nelson, LLC | 1,866 | $277.4K | 0.14% | +60+3.3% | Added |
| Sapient Capital LLC | 1,864 | $277.0K | 0.01% | −129−6.5% | Reduced |
| Cambridge Trust Co | 1,863 | $276.9K | 0.01% | −538−22.4% | Reduced |
| Herold Advisors, Inc. | 1,859 | $276.4K | 0.07% | −3,590−65.9% | Reduced |
| Coastline Trust Co | 1,858 | $276.2K | 0.03% | −505−21.4% | Reduced |
| Schrum Private Wealth Management LLC | 1,855 | $275.7K | 0.25% | +256+16.0% | Added |
| Mission Creek Capital Partners, Inc. | 1,852 | $275.3K | 0.07% | +195+11.8% | Added |
| First Dallas Securities Inc. | 1,853 | $275.0K | 0.13% | −2,088−53.0% | Reduced |
| Onefund, LLC | 1,861 | $274.7K | 0.33% | −52−2.7% | Reduced |
| First City Capital Management, Inc. | 1,848 | $274.7K | 0.15% | −67−3.5% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $272.7K | 0.08% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,814 | $269.6K | 0.17% | +110+6.5% | Added |
| Capital Insight Partners, LLC | 1,810 | $269.0K | 0.05% | −3,015−62.5% | Reduced |
| Lodestone Wealth Management LLC | 1,802 | $267.9K | 0.14% | +60+3.4% | Added |
| Sound Income Strategies, LLC | 1,801 | $267.6K | 0.02% | −113−5.9% | Reduced |
| Sonora Investment Management Group, LLC | 1,798 | $267.2K | 0.02% | +1,798 | New |
| Wintrust Investments LLC | 1,795 | $267.0K | 0.02% | +401+28.8% | Added |
| Centurion Wealth Management LLC | 1,791 | $266.2K | 0.10% | +124+7.4% | Added |
| Pasadena Private Wealth, LLC | 1,790 | $266.0K | 0.06% | +1,790 | New |
| Coordinated Financial Services, Inc. | 1,787 | $265.6K | 0.23% | +1,787 | New |
| Gimbal Financial | 1,785 | $265.3K | 0.22% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,784 | $265.1K | 0.10% | +17+1.0% | Added |
| Latitude Advisors, LLC | 1,772 | $263.4K | 0.16% | +158+9.8% | Added |
| Accel Wealth Management | 1,771 | $263.3K | 0.11% | +166+10.3% | Added |
| FinTrust Capital Advisors, LLC | 1,771 | $263.2K | 0.05% | +405+29.6% | Added |
| Rise Advisors, LLC | 1,767 | $262.6K | 0.14% | +219+14.1% | Added |
| Marshall Financial Group LLC | 1,764 | $262.2K | 0.08% | −13−0.7% | Reduced |
| Silver Coast Investments LLC | 1,757 | $261.1K | 0.11% | +1,757 | New |
| Perennial Investment Advisors, LLC | 1,753 | $260.4K | 0.04% | −279−13.7% | Reduced |
| CBOE Vest Financial, LLC | 1,746 | $259.1K | 0.01% | +1,746 | New |
| MA Private Wealth | 1,740 | $258.6K | 0.05% | +9+0.5% | Added |
| Tanglewood Legacy Advisors, LLC | 1,734 | $257.7K | 0.13% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,730 | $257.2K | 0.07% | +9+0.5% | Added |
| Patten Group, Inc. | 1,728 | $256.8K | 0.06% | −674−28.1% | Reduced |
| Greenfield Savings Bank | 1,725 | $256.4K | 0.13% | +1,725 | New |
| O'Keefe Stevens Advisory, Inc. | 1,719 | $255.5K | 0.08% | +1,719 | New |
| Cypress Asset Management Inc | 1,555 | $253.4K | 0.07% | −13,655−89.8% | Reduced |
| Opus Capital Group, LLC | 1,701 | $253.0K | 0.04% | −222−11.5% | Reduced |
| FourThought Financial Partners, LLC | 1,693 | $251.6K | 0.03% | +263+18.4% | Added |
| Peak Planning Group, LLC | 1,690 | $251.1K | 0.16% | +1+0.1% | Added |
| Forza Wealth Management, LLC | 1,683 | $250.1K | 0.13% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 1,680 | $249.7K | 0.07% | +21+1.3% | Added |
| Titleist Asset Management, LLC | 1,678 | $249.4K | 0.04% | +81+5.1% | Added |
| Legacy Bridge, LLC | 1,675 | $249.0K | 0.15% | −164−8.9% | Reduced |
| Crewe Advisors LLC | 1,675 | $249.0K | 0.03% | +1,675 | New |
| Castleview Partners, LLC | 1,671 | $248.4K | 0.14% | −75−4.3% | Reduced |
| Tandem Investment Advisors, Inc. | 1,666 | $248.0K | 0.01% | +1,666 | New |
| Aspire Capital Advisors LLC | 1,664 | $247.4K | 0.08% | −51−3.0% | Reduced |
| LBMC Investment Advisors, LLC | 1,664 | $247.3K | 0.02% | +15+0.9% | Added |
| Integrity Wealth Solutions LLC | 1,660 | $246.8K | 0.16% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,657 | $246.3K | 0.04% | +127+8.3% | Added |
| Silvia McColl Wealth Management, LLC | 1,669 | $245.8K | 0.21% | +133+8.7% | Added |
| Beacon Capital Management, LLC | 1,652 | $245.5K | 0.05% | +539+48.4% | Added |
| Ferguson Wellman Capital Management, Inc | 1,652 | $245.5K | 0.01% | −1,920−53.8% | Reduced |
| St Germain D J Co Inc | 1,651 | $245.4K | 0.01% | +24+1.5% | Added |
| WealthCare Investment Partners, LLC | 1,641 | $243.9K | 0.12% | +1,641 | New |
| WealthPLAN Partners, LLC | 1,635 | $243.1K | 0.03% | −34−2.0% | Reduced |
| Cahaba Wealth Management, Inc. | 1,635 | $243.0K | 0.02% | −123−7.0% | Reduced |
| Braun-Bostich & Associates Inc. | 1,634 | $242.9K | 0.20% | +12+0.7% | Added |
| Bulltick Wealth Management, LLC | 1,633 | $242.7K | 0.05% | +1,633 | New |
| Quotient Wealth Partners, LLC | 1,633 | $242.7K | 0.01% | +1,633 | New |
| Angeles Investment Advisors, LLC | 1,628 | $242.0K | 0.01% | +1,628 | New |
| SFMG, LLC | 1,623 | $241.2K | 0.02% | +1+0.1% | Added |
| Fulcrum Capital LLC | 1,622 | $241.1K | 0.06% | +239+17.3% | Added |
| First Heartland Consultants, Inc. | 1,619 | $241.0K | 0.03% | +83+5.4% | Added |
| Granite FO LLC | 1,887 | $240.0K | 0.14% | +1,800+2,069.0% | Added |
| Lester Murray Antman dba SimplyRich | 1,614 | $240.0K | 0.08% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1,628 | $239.9K | 0.10% | +1,628 | New |
| Ridgecrest Wealth Partners, LLC | 1,602 | $238.1K | 0.14% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,604 | $238.0K | 0.02% | −38−2.3% | Reduced |
| Barlow Wealth Partners, Inc. | 1,638 | $237.4K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,595 | $237.1K | 0.03% | −12−0.7% | Reduced |
| Staley Capital Advisers Inc | 1,590 | $236.3K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 1,585 | $235.6K | 0.07% | 00.0% | Unchanged |
| TNF LLC | 1,606 | $235.5K | 0.09% | −156−8.9% | Reduced |
| West Bancorporation Inc | 1,581 | $235.0K | 0.15% | −366−18.8% | Reduced |
| Journey Advisory Group, LLC | 1,574 | $233.9K | 0.03% | +151+10.6% | Added |
| M. Kraus & Co | 1,574 | $233.9K | 0.07% | −60−3.7% | Reduced |
| Security National Bank of So Dak | 1,571 | $233.5K | 0.14% | −20−1.3% | Reduced |
| Austin Private Wealth, LLC | 1,533 | $233.4K | 0.03% | +1,533 | New |
| MN Wealth Advisors, LLC | 1,568 | $233.1K | 0.14% | +10+0.6% | Added |
| Creative Financial Designs Inc | 1,568 | $233.0K | 0.02% | −15−0.9% | Reduced |
| Sage Rhino Capital LLC | 1,566 | $232.8K | 0.05% | +46+3.0% | Added |
| Richwood Investment Advisors, LLC | 1,565 | $232.7K | 0.21% | −119−7.1% | Reduced |
| Broadwater Capital Management LLC | 1,565 | $232.6K | 0.18% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,562 | $232.2K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,559 | $231.7K | 0.13% | +1,559 | New |
| Pacific Sage Partners, LLC | 1,552 | $230.7K | 0.06% | +1+0.1% | Added |
| HFG Advisors, Inc. | 1,547 | $229.9K | 0.20% | −114−6.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,527 | $229.9K | 0.11% | 00.0% | Unchanged |