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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 98,969 | $14.7M | 0.57% | +8,199+9.0% | Added |
| Mayar Capital Ltd. | 98,961 | $14.7M | 12.57% | −15,403−13.5% | Reduced |
| D. E. Shaw & Co., Inc. | 98,951 | $14.7M | 0.02% | +50,971+106.2% | Added |
| Pinnacle Associates Ltd | 98,221 | $14.6M | 0.23% | −6,510−6.2% | Reduced |
| Isthmus Partners, LLC | 97,592 | $14.5M | 1.65% | +29,184+42.7% | Added |
| Private Advisor Group, LLC | 97,087 | $14.4M | 0.10% | −8,007−7.6% | Reduced |
| Southern Capital Advisors, LLC | 96,282 | $14.3M | 8.69% | +119+0.1% | Added |
| Greatmark Investment Partners, Inc. | 96,111 | $14.3M | 2.03% | +4,997+5.5% | Added |
| Tamar Securities, LLC | 95,959 | $14.3M | 2.41% | +14,987+18.5% | Added |
| Tritonpoint Wealth, LLC | 93,685 | $14.2M | 1.48% | +1,232+1.3% | Added |
| Mutual of America Capital Management LLC | 94,857 | $14.1M | 0.15% | −2,007−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 94,707 | $14.1M | 0.48% | +4,036+4.5% | Added |
| Atria Investments LLC | 94,365 | $14.0M | 0.19% | +4,825+5.4% | Added |
| Walleye Trading LLC | 94,192 | $14.0M | 0.23% | −3,616−3.7% | Reduced |
| TD Waterhouse Canada Inc. | 91,180 | $14.0M | 0.10% | +1,569+1.8% | Added |
| Biechele Royce Advisors | 94,015 | $14.0M | 4.63% | +5,895+6.7% | Added |
| Janney Capital Management LLC | 93,888 | $14.0M | 0.93% | +8,228+9.6% | Added |
| Eagle Asset Management Inc | 94,517 | $14.0M | 0.07% | +35,943+61.4% | Added |
| Commerce Bank | 92,794 | $13.8M | 0.09% | +3,573+4.0% | Added |
| ProShare Advisors LLC | 92,661 | $13.8M | 0.04% | −3,193−3.3% | Reduced |
| Sequoia Financial Advisors, LLC | 91,789 | $13.6M | 0.17% | −4,249−4.4% | Reduced |
| Brinker Capital Investments, LLC | 91,644 | $13.6M | 0.15% | +12,524+15.8% | Added |
| Orion Portfolio Solutions, LLC | 91,644 | $13.6M | 0.15% | +12,524+15.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 91,489 | $13.6M | 1.69% | +252+0.3% | Added |
| Telos Capital Management, Inc. | 91,445 | $13.6M | 1.53% | +4,108+4.7% | Added |
| Mediolanum International Funds Ltd | 91,996 | $13.6M | 0.22% | +91,996 | New |
| Brookstone Capital Management | 90,611 | $13.5M | 0.24% | −5,402−5.6% | Reduced |
| Armstrong Advisory Group, Inc | 85,615 | $13.5M | 1.31% | 00.0% | Unchanged |
| Man Group plc | 90,203 | $13.4M | 0.04% | +53,328+144.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 90,057 | $13.4M | 0.82% | −1,117−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 89,504 | $13.3M | 0.20% | −2,189−2.4% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,284 | $13.3M | 11.43% | +84,284 | New |
| Pinnacle Financial Partners Inc | 89,089 | $13.2M | 0.29% | −10,101−10.2% | Reduced |
| International Assets Investment Management, LLC | 89,186 | $13.2M | 1.38% | −3,050−3.3% | Reduced |
| Nissay Asset Management Corp | 86,732 | $12.9M | 0.09% | +1,583+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 86,708 | $12.9M | 0.19% | +3,191+3.8% | Added |
| Charter Trust Co | 86,560 | $12.9M | 0.86% | −312−0.4% | Reduced |
| British Columbia Investment Management Corp | 86,351 | $12.8M | 0.09% | +3,092+3.7% | Added |
| Miramar Capital, LLC | 86,727 | $12.8M | 3.22% | +5,656+7.0% | Added |
| Wilkins Investment Counsel Inc | 85,726 | $12.7M | 1.86% | +25,170+41.6% | Added |
| State of Alaska, Department of Revenue | 85,711 | $12.7M | 0.15% | +375+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 85,286 | $12.7M | 0.03% | +5,373+6.7% | Added |
| Achmea Investment Management B.V. | 85,193 | $12.7M | 0.24% | −5,471−6.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 84,796 | $12.6M | 2.61% | −3,228−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,570 | $12.4M | 0.15% | +4,130+5.2% | Added |
| Cresset Asset Management, LLC | 83,495 | $12.4M | 0.06% | −1,157−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 83,344 | $12.4M | 0.29% | +76,928+1,199.0% | Added |
| Moneta Group Investment Advisors LLC | 83,263 | $12.4M | 0.20% | +77,019+1,233.5% | Added |
| ING Groep NV | 83,098 | $12.4M | 0.08% | +71,521+617.8% | Added |
| United Bank | 82,741 | $12.3M | 1.47% | +7,877+10.5% | Added |
| Heritage Investors Management Corp | 82,332 | $12.2M | 0.43% | +203+0.2% | Added |
| CIBC World Markets Inc. | 82,033 | $12.2M | 0.03% | +916+1.1% | Added |
| Kestra Private Wealth Services, LLC | 81,958 | $12.2M | 0.27% | +1,671+2.1% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $12.2M | 3.46% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 81,437 | $12.1M | 2.01% | −10,188−11.1% | Reduced |
| Jacobs & Co | 81,430 | $12.1M | 1.28% | +3,205+4.1% | Added |
| Vantage Investment Partners, LLC | 80,637 | $12.0M | 1.07% | +2,038+2.6% | Added |
| Adviser Investments LLC | 80,428 | $12.0M | 0.16% | +1,254+1.6% | Added |
| SpiderRock Advisors, LLC | 78,788 | $12.0M | 0.39% | +78,788 | New |
| Iowa State Bank | 80,196 | $11.9M | 2.64% | −219−0.3% | Reduced |
| Kornitzer Capital Management Inc | 79,760 | $11.9M | 0.22% | +316+0.4% | Added |
| Logan Capital Management Inc | 79,461 | $11.8M | 0.51% | +21,305+36.6% | Added |
| CWM, LLC | 79,451 | $11.8M | 0.06% | −31,968−28.7% | Reduced |
| Synovus Financial Corp | 79,276 | $11.8M | 0.15% | −1,469−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 76,617 | $11.4M | 0.18% | −140.0% | Reduced |
| TownSquare Capital, LLC | 76,113 | $11.3M | 0.17% | +22,556+42.1% | Added |
| Addenda Capital Inc. | 75,882 | $11.3M | 0.43% | +7,792+11.4% | Added |
| Daiwa Securities Group Inc. | 75,576 | $11.2M | 0.06% | +1,725+2.3% | Added |
| Allianz Asset Management GmbH | 73,100 | $10.9M | 0.02% | −9,684−11.7% | Reduced |
| Engineers Gate Manager LP | 73,008 | $10.9M | 0.29% | +64,628+771.2% | Added |
| Congress Wealth Management LLC | 72,826 | $10.8M | 0.19% | +18,660+34.4% | Added |
| Rafferty Asset Management, LLC | 72,823 | $10.8M | 0.04% | −2,101−2.8% | Reduced |
| CapWealth Advisors, LLC | 72,661 | $10.8M | 1.21% | +14,477+24.9% | Added |
| La Banque Postale Asset Management SA | 72,546 | $10.8M | 0.43% | −24,375−25.1% | Reduced |
| CIBC World Markets Corp | 72,535 | $10.8M | 0.07% | −65,561−47.5% | Reduced |
| Peapack Gladstone Financial Corp | 72,350 | $10.8M | 0.17% | +1,778+2.5% | Added |
| J.W. Cole Advisors, Inc. | 72,306 | $10.7M | 0.54% | −281−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 72,158 | $10.7M | 0.12% | +21,929+43.7% | Added |
| Abn Amro Investment Solutions | 71,940 | $10.7M | 0.19% | +3,835+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 71,662 | $10.7M | 0.01% | +867+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 71,553 | $10.6M | 0.02% | −3,845−5.1% | Reduced |
| Qube Research & Technologies Ltd | 71,173 | $10.6M | 0.02% | −359,615−83.5% | Reduced |
| Eastern Bank | 71,031 | $10.6M | 0.44% | −854−1.2% | Reduced |
| Stonebridge Capital Advisors LLC | 70,882 | $10.5M | 0.95% | +4,556+6.9% | Added |
| TCTC Holdings, LLC | 70,101 | $10.4M | 0.35% | −1,350−1.9% | Reduced |
| Stillwater Capital Advisors, LLC | 70,074 | $10.4M | 1.54% | +448+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 69,979 | $10.4M | 0.02% | −38,979−35.8% | Reduced |
| Woodmont Investment Counsel LLC | 69,950 | $10.4M | 0.88% | +1,419+2.1% | Added |
| Empowered Funds, LLC | 69,763 | $10.4M | 0.19% | +27,894+66.6% | Added |
| Lido Advisors, LLC | 69,413 | $10.3M | 0.09% | +4,439+6.8% | Added |
| Abner Herrman & Brock LLC | 69,181 | $10.3M | 1.28% | +1,594+2.4% | Added |
| Congress Asset Management Co | 68,651 | $10.2M | 0.07% | +16,642+32.0% | Added |
| Edgar Lomax Co | 68,325 | $10.2M | 0.63% | +20,882+44.0% | Added |
| South Dakota Investment Council | 67,972 | $10.1M | 0.21% | +50,500+289.0% | Added |
| Welch & Forbes LLC | 67,939 | $10.1M | 0.14% | −1,834−2.6% | Reduced |
| Guyasuta Investment Advisors Inc | 64,032 | $10.1M | 0.73% | −371−0.6% | Reduced |
| Davy Global Fund Management Ltd | 67,413 | $10.0M | 1.14% | −695−1.0% | Reduced |
| Allianz SE | 66,352 | $9.86M | 0.31% | +66,352 | New |
| Mackenzie Financial Corp | 66,310 | $9.86M | 0.01% | +3,763+6.0% | Added |
| Elo Mutual Pension Insurance Co | 66,085 | $9.82M | 0.23% | +2,938+4.7% | Added |