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Livermore
ZHEN

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.

Institutional holdersQ1 2024: 2,219 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2024: $76.3B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Financial Bankshares Inc1,546$229.8K0.01%+1,546New
Stuart Chaussee & Associates, Inc.1,537$228.4K0.07%−950−38.2%Reduced
Kercheville Advisors, LLC1,537$228.4K0.11%00.0%Unchanged
Balboa Wealth Partners1,535$228.1K0.07%+48+3.2%Added
DRW Securities, LLC1,532$227.7K0.01%−1,184−43.6%Reduced
NovaPoint Capital, LLC1,530$227.4K0.08%+6+0.4%Added
Berger Financial Group, Inc1,524$226.5K0.02%+1,524New
Encompass More Asset Management1,521$226.1K0.19%+1,521New
Journey Strategic Wealth LLC1,515$225.1K0.01%+175+13.1%Added
JGP Wealth Management, LLC1,510$224.4K0.03%+1,510New
Revisor Wealth Management LLC1,466$224.4K0.10%+1,466New
Oarsman Capital, Inc.1,509$224.3K0.05%+1,509New
Legacy Financial Group LLC1,507$224.0K0.05%+1,507New
Ellenbecker Investment Group1,505$223.8K0.05%+1,505New
Gillespie Robinson & Grimm Inc1,504$223.5K0.02%00.0%Unchanged
Rbo & Co LLC1,500$222.9K0.04%00.0%Unchanged
Foster Victor Wealth Advisors, LLC1,495$222.8K0.02%−28,074−94.9%Reduced
Tower Wealth Partners, Inc.1,492$221.8K0.14%+38+2.6%Added
Quantum Financial Advisors, LLC1,491$221.6K0.04%+161+12.1%Added
Richard C. Young & CO., LTD.1,490$221.5K0.03%−79,749−98.2%Reduced
Bank of Nova Scotia Trust Co1,490$221.5K0.02%−701−32.0%Reduced
Seeds Investor LLC1,490$221.4K0.20%+1,490New
Wedge Capital Management L L P1,484$220.6K0.00%+60+4.2%Added
Wealth Management Associates, Inc.1,609$220.1K0.10%−253−13.6%Reduced
Members Capital Advisors Inc1,481$220.1K0.62%00.0%Unchanged
SRS Capital Advisors, Inc.1,477$219.6K0.02%+16+1.1%Added
Arcataur Capital Management LLC1,473$218.9K0.08%00.0%Unchanged
Key Client Fiduciary Advisors, LLC1,473$218.9K0.12%−215−12.7%Reduced
Hudock, Inc.1,467$218.1K0.05%+134+10.1%Added
LifePro Asset Management1,466$217.9K0.14%+1,466New
Livforsakringsbolaget Skandia, Omsesidigt1,466$217.9K0.02%00.0%Unchanged
WBH Advisory Inc1,465$217.7K0.02%+1,465New
Norwood Financial Corp1,453$215.9K0.31%+933+179.4%Added
Obsidian Personal Planning Solutions LLC1,462$215.6K0.14%+29+2.0%Added
Invictus Private Wealth, LLC1,450$215.5K0.02%−61−4.0%Reduced
Beaumont Financial Advisors, LLC1,448$215.3K0.02%+1,448New
Hall Laurie J Trustee1,450$215.0K0.08%−60−4.0%Reduced
Bedel Financial Consulting, Inc.1,442$214.4K0.03%−20−1.4%Reduced
Harvey Investment Co LLC1,438$214.0K0.02%00.0%Unchanged
Arrow Financial Corp1,436$213.4K0.02%−27−1.8%Reduced
Drake & Associates, LLC1,428$212.2K0.08%−400−21.9%Reduced
O'Rourke & Company, Inc1,423$212.0K0.12%−272−16.0%Reduced
Diversified, LLC1,421$211.2K0.03%+11+0.8%Added
EPG Wealth Management LLC1,416$210.5K0.05%+5+0.4%Added
Sargent Investment Group, LLC1,416$210.5K0.05%−990−41.1%Reduced
Riverwater Partners LLC1,414$210.2K0.15%+1,414New
Quadrant Private Wealth Management, LLC1,408$209.3K0.05%00.0%Unchanged
Clark Asset Management, LLC1,406$209.0K0.06%−100−6.6%Reduced
Wallace Advisory Group, LLC1,329$209.0K0.16%−1,744−56.8%Reduced
Embree Financial Group1,406$208.9K0.04%−46−3.2%Reduced
Moody Aldrich Partners LLC1,405$208.8K0.04%+1,405New
HFR Wealth Management, LLC1,400$208.1K0.05%−200−12.5%Reduced
German American Bancorp, Inc.1,400$208.1K0.03%00.0%Unchanged
Fort Sheridan Advisors LLC1,400$208.1K0.04%00.0%Unchanged
Level Financial Advisors, Inc.1,400$208.1K0.09%00.0%Unchanged
Payden & Rygel1,400$208.0K0.01%00.0%Unchanged
Payden & Rygel Investment Group1,400$208.0K0.01%+1,400New
Quent Capital, LLC1,396$207.6K0.02%+129+10.2%Added
CIC Wealth, LLC1,393$207.0K0.06%−73−5.0%Reduced
Ransom Advisory, Ltd1,387$206.2K0.11%+1,387New
Trust Co of Kansas1,385$206.0K0.11%00.0%Unchanged
Greenwood Capital Associates LLC1,382$205.5K0.03%+13+0.9%Added
Trinity Financial Advisors LLC1,377$204.7K0.09%−68−4.7%Reduced
Bluesphere Advisors, LLC1,374$204.2K0.11%−7−0.5%Reduced
Charles Schwab Trust Co1,371$203.8K0.02%+2+0.1%Added
Salomon & Ludwin, LLC1,366$203.0K0.02%−300−18.0%Reduced
Inscription Capital, LLC1,360$202.1K0.03%+1,360New
Oracle Alpha Inc.1,358$201.8K0.36%−1,252−48.0%Reduced
Fort, L.P.1,354$201.2K0.51%−280−17.1%Reduced
Regents of the University of California1,350$200.7K0.06%00.0%Unchanged
Invenio Wealth Partners LLC1,349$200.5K0.11%+1,349New
Abel Hall, LLC1,346$200.1K0.15%+1,346New
Pinnacle Bancorp, Inc.1,330$197.7K0.06%00.0%Unchanged
DT Investment Partners, LLC1,318$195.9K0.02%−6,060−82.1%Reduced
HHM Wealth Advisors, LLC1,313$195.2K0.03%00.0%Unchanged
Bruce G. Allen Investments, LLC1,305$194.0K0.16%+99+8.2%Added
Rosenberg Matthew Hamilton1,270$187.5K0.05%−32−2.5%Reduced
Glass Jacobson Investment Advisors llc1,255$186.5K0.07%00.0%Unchanged
Headlands Technologies LLC1,240$184.3K0.04%+1,240New
Sugarloaf Wealth Management, LLC1,228$182.5K0.04%00.0%Unchanged
Stephens Investment Management Group LLC1,203$178.8K0.00%00.0%Unchanged
Addison Advisors LLC1,201$178.5K0.06%+50+4.3%Added
Trust Co1,199$178.2K0.02%00.0%Unchanged
U S Global Investors Inc1,195$177.6K0.01%+263+28.2%Added
Register Financial Advisors LLC1,192$177.2K0.09%−1,418−54.3%Reduced
Atlantic Trust, LLC1,185$176.1K0.05%+27+2.3%Added
Bellevue Asset Management, LLC1,156$171.9K0.10%−180−13.5%Reduced
First PREMIER Bank1,144$170.0K0.04%+26+2.3%Added
AdvisorNet Financial, Inc1,139$169.3K0.02%+42+3.8%Added
Union Savings Bank1,137$169.0K0.09%+100+9.6%Added
Mascoma Wealth Management LLC1,123$166.9K0.05%−958−46.0%Reduced
Covestor Ltd1,119$166.0K0.11%+137+14.0%Added
Opal Wealth Advisors, LLC1,111$165.1K0.06%+1,111New
Capital Advisors, Ltd. LLC1,112$165.0K0.02%−51−4.4%Reduced
Plante Moran Financial Advisors, LLC1,050$156.1K0.02%−167−13.7%Reduced
Mark Sheptoff Financial Planning, LLC1,050$156.1K0.09%00.0%Unchanged
Credential Qtrade Securities Inc.1,020$151.6K0.01%−4,305−80.8%Reduced
American Capital Advisory, LLC774$150.1K0.13%00.0%Unchanged
Hazlett, Burt & Watson, Inc.1,014$150.0K0.09%−105−9.4%Reduced
Pacific Capital Wealth Advisors, Inc1,007$149.7K0.04%00.0%Unchanged