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
- 2,220
- −20 vs. Q4 2023
- Shares held
- 513.1M
- −277.5K (−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
- 842 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 523,509 | $77.5M | 0.30% | +518,496+10,343.0% | Added |
| Equity Investment Corp | 515,145 | $76.6M | 1.92% | +224,603+77.3% | Added |
| Korea Investment CORP | 503,958 | $74.9M | 0.19% | −62,586−11.0% | Reduced |
| Commonwealth Equity Services, LLC | 499,927 | $74.3M | 0.12% | +10,617+2.2% | Added |
| Manchester Capital Management LLC | 499,509 | $74.2M | 9.15% | −1,243−0.2% | Reduced |
| Cerity Partners LLC | 493,059 | $73.2M | 0.19% | +105,678+27.3% | Added |
| Standard Life Aberdeen plc | 488,765 | $72.6M | 0.14% | +12,123+2.5% | Added |
| Janus Henderson Group PLC | 474,854 | $70.6M | 0.04% | −3,078,398−86.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 468,015 | $69.5M | 0.16% | −33,928−6.8% | Reduced |
| State of Wisconsin Investment Board | 425,785 | $63.3M | 0.17% | +14,992+3.6% | Added |
| Value Partners Investments Inc. | 425,179 | $63.1M | 5.16% | +290.0% | Added |
| State of New Jersey Common Pension Fund D | 415,822 | $61.8M | 0.19% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 406,729 | $60.5M | 0.22% | +9,513+2.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 402,112 | $59.8M | 0.20% | −3,623−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 363,998 | $58.0M | 0.13% | +121,190+49.9% | Added |
| APG Asset Management N.V. | 412,097 | $56.7M | 0.10% | −100,688−19.6% | Reduced |
| Epoch Investment Partners, Inc. | 380,704 | $56.6M | 0.25% | +593+0.2% | Added |
| Twinbeech Capital LP | 372,128 | $55.3M | 1.14% | +372,128 | New |
| Hollencrest Capital Management | 370,711 | $55.1M | 2.53% | −1,402−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 369,924 | $55.0M | 0.14% | −219,968−37.3% | Reduced |
| Old Republic International Corporation | 365,600 | $54.3M | 2.14% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 365,105 | $54.3M | 0.06% | −19,561−5.1% | Reduced |
| Glenmede Trust Co NA | 364,565 | $54.2M | 0.27% | +25,422+7.5% | Added |
| First Foundation Advisors | 360,828 | $53.6M | 2.15% | −3,434−0.9% | Reduced |
| Voloridge Investment Management, LLC | 353,912 | $52.6M | 0.19% | −49,031−12.2% | Reduced |
| Centric Wealth Management | 356,570 | $52.6M | 16.72% | +28,073+8.5% | Added |
| Public Employees Retirement System of Ohio | 351,854 | $52.3M | 0.20% | −28,567−7.5% | Reduced |
| Two Sigma Investments, LP | 343,885 | $51.1M | 0.13% | +74,278+27.6% | Added |
| STRS Ohio | 343,838 | $51.1M | 0.20% | +54,643+18.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 341,381 | $50.7M | 0.06% | +33,027+10.7% | Added |
| Cacti Asset Management LLC | 365,468 | $50.7M | 4.16% | −22,098−5.7% | Reduced |
| Storebrand Asset Management AS | 339,841 | $50.5M | 0.17% | +52,849+18.4% | Added |
| National Bank of Canada | 342,024 | $50.4M | 0.09% | +1,286+0.4% | Added |
| Capital CS Group, LLC | 333,661 | $49.6M | 49.73% | −214−0.1% | Reduced |
| Treasurer of the State of North Carolina | 332,826 | $49.5M | 0.22% | +2,110+0.6% | Added |
| S. R. Schill & Associates | 332,143 | $49.4M | 21.47% | +1380.0% | Added |
| Fairview Capital Investment Management, LLC | 331,672 | $49.3M | 2.78% | +13,961+4.4% | Added |
| Russell Investments Group, Ltd. | 331,935 | $49.3M | 0.08% | −85,711−20.5% | Reduced |
| CFO4Life Group, LLC | 322,198 | $47.9M | 8.69% | +5,328+1.7% | Added |
| TCW Group Inc | 322,030 | $47.9M | 0.48% | −3,320−1.0% | Reduced |
| RNC Capital Management LLC | 320,022 | $47.6M | 2.71% | +1,309+0.4% | Added |
| InterOcean Capital Group, LLC | 319,915 | $47.5M | 1.14% | +21,489+7.2% | Added |
| Danske Bank A/S | 318,134 | $47.3M | 0.15% | +318,134 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 316,953 | $47.1M | 1.70% | +130,755+70.2% | Added |
| Cetera Investment Advisers | 310,451 | $46.1M | 0.11% | +242,915+359.7% | Added |
| Jane Street Group, LLC | 305,463 | $45.4M | 0.06% | +118,478+63.4% | Added |
| Donaldson Capital Management, LLC | 304,832 | $45.3M | 1.89% | +18,859+6.6% | Added |
| Rockefeller Capital Management L.P. | 298,433 | $44.4M | 0.13% | +5,702+1.9% | Added |
| Impax Asset Management Group plc | 298,022 | $44.3M | 0.17% | +23,285+8.5% | Added |
| DekaBank Deutsche Girozentrale | 301,321 | $44.1M | 0.08% | +66,995+28.6% | Added |
| TD Asset Management Inc | 292,883 | $43.5M | 0.04% | +2,804+1.0% | Added |
| Mn Services Vermogensbeheer B.V. | 292,399 | $43.5M | 0.32% | −48,400−14.2% | Reduced |
| Royal London Asset Management Ltd | 289,616 | $43.0M | 0.11% | −511−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 287,770 | $42.8M | 0.10% | −43,945−13.2% | Reduced |
| Pacer Advisors, Inc. | 287,342 | $42.7M | 0.10% | +6,870+2.4% | Added |
| Neuberger Berman Group LLC | 285,285 | $42.4M | 0.04% | +190,578+201.2% | Added |
| Swedbank AB | 283,088 | $42.1M | 0.06% | +16,989+6.4% | Added |
| Comerica Bank | 282,098 | $41.9M | 0.18% | +5,167+1.9% | Added |
| Aviva PLC | 281,916 | $41.9M | 0.14% | −43,788−13.4% | Reduced |
| SEI Investments Co | 279,771 | $41.6M | 0.06% | −19,651−6.6% | Reduced |
| Asset Management One Co.,Ltd. | 277,616 | $41.3M | 0.16% | −21,796−7.3% | Reduced |
| Handelsbanken Fonder AB | 276,591 | $41.1M | 0.18% | +15,371+5.9% | Added |
| Saturna Capital CORP | 274,696 | $40.8M | 0.56% | +40,726+17.4% | Added |
| Gateway Investment Advisers LLC | 272,372 | $40.5M | 0.46% | −11,842−4.2% | Reduced |
| Swiss Life Asset Management Ltd | 272,229 | $40.5M | 0.56% | +123,182+82.6% | Added |
| Squarepoint Ops LLC | 268,231 | $39.9M | 0.16% | −91,297−25.4% | Reduced |
| Guggenheim Capital LLC | 256,559 | $38.1M | 0.27% | −6,976−2.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 250,886 | $37.3M | 0.22% | +250,886 | New |
| Pinebridge Investments, L.P. | 249,639 | $37.1M | 0.30% | +21,955+9.6% | Added |
| Assenagon Asset Management S.A. | 244,548 | $36.3M | 0.10% | −261,831−51.7% | Reduced |
| Morningstar Investment Services LLC | 244,687 | $36.0M | 0.40% | −258,574−51.4% | Reduced |
| Creative Planning | 240,734 | $35.8M | 0.04% | −91,226−27.5% | Reduced |
| Toronto Dominion Bank | 240,352 | $35.7M | 0.06% | −189,172−44.0% | Reduced |
| Deprince Race & Zollo Inc | 239,571 | $35.6M | 0.77% | +83,930+53.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 238,633 | $35.5M | 0.12% | +6,174+2.7% | Added |
| United Services Automobile Association | 237,333 | $35.3M | 0.87% | 00.0% | Unchanged |
| AQR Capital Management LLC | 234,864 | $34.5M | 0.06% | +91,334+63.6% | Added |
| London & Capital Asset Management Ltd | 230,774 | $34.3M | 2.62% | +8,735+3.9% | Added |
| Smith Chas P & Associates Pa Cpas | 228,409 | $33.9M | 2.05% | +6,509+2.9% | Added |
| River Road Asset Management, LLC | 224,801 | $33.4M | 0.45% | −18,815−7.7% | Reduced |
| State of Tennessee, Treasury Department | 215,956 | $32.1M | 0.12% | +47,462+28.2% | Added |
| Susquehanna International Group, LLP | 213,466 | $31.7M | 0.05% | −282,651−57.0% | Reduced |
| Letko, Brosseau & Associates Inc | 212,555 | $31.6M | 0.55% | −1,541−0.7% | Reduced |
| Arizona State Retirement System | 207,551 | $30.8M | 0.21% | +4,061+2.0% | Added |
| Capital Investment Advisors, LLC | 207,040 | $30.8M | 0.72% | +2,713+1.3% | Added |
| AXA S.A. | 206,956 | $30.8M | 0.09% | −5,463−2.6% | Reduced |
| USS Investment Management Ltd | 205,603 | $30.6M | 0.25% | +7,164+3.6% | Added |
| D.A. Davidson & Co. | 203,409 | $30.2M | 0.27% | +17,193+9.2% | Added |
| Advisors Asset Management, Inc. | 199,100 | $29.6M | 0.57% | −5,731−2.8% | Reduced |
| State of Michigan Retirement System | 198,214 | $29.5M | 0.16% | +200+0.1% | Added |
| Nisa Investment Advisors, LLC | 195,717 | $28.9M | 0.19% | −2,618−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 193,765 | $28.8M | 0.23% | +192,030+11,068.0% | Added |
| Keybank National Association | 193,528 | $28.8M | 0.12% | +4,204+2.2% | Added |
| Nexus Investment Management ULC | 188,720 | $28.0M | 2.70% | +18,515+10.9% | Added |
| Brown Brothers Harriman & Co | 187,996 | $27.9M | 0.21% | −3,951−2.1% | Reduced |
| Miller Howard Investments Inc | 187,510 | $27.9M | 0.91% | +9,074+5.1% | Added |
| Colony Group, LLC | 187,245 | $27.8M | 0.23% | +124,770+199.7% | Added |
| Raymond James Trust N.A. | 186,531 | $27.7M | 0.67% | +7,284+4.1% | Added |
| Trillium Asset Management, LLC | 186,020 | $27.6M | 0.70% | −761−0.4% | Reduced |
| Professional Advisory Services Inc | 184,769 | $27.5M | 3.73% | +15,738+9.3% | Added |