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 |
|---|---|---|---|---|---|
| MAI Capital Management | 66,083 | $9.82M | 0.10% | +15,211+29.9% | Added |
| Tudor Investment Corp Et Al | 65,717 | $9.77M | 0.12% | +65,717 | New |
| M&G Plc | 65,546 | $9.77M | 0.06% | +65,546 | New |
| Assetmark, Inc | 65,630 | $9.75M | 0.03% | +3,270+5.2% | Added |
| CCM Investment Advisers LLC | 65,589 | $9.75M | 1.17% | +1,380+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 64,811 | $9.63M | 0.11% | −1,256−1.9% | Reduced |
| Hendershot Investments Inc. | 63,873 | $9.49M | 1.36% | −1,868−2.8% | Reduced |
| Huntington National Bank | 63,851 | $9.49M | 0.08% | −21,462−25.2% | Reduced |
| Parkwood LLC | 63,503 | $9.44M | 0.99% | +43,812+222.5% | Added |
| Independent Advisor Alliance | 63,500 | $9.44M | 0.34% | −3,583−5.3% | Reduced |
| Mattern Capital Management, LLC | 63,425 | $9.43M | 1.28% | +4,123+7.0% | Added |
| 9258 Wealth Management, LLC | 62,994 | $9.36M | 1.46% | −594−0.9% | Reduced |
| Tredje AP-fonden | 62,794 | $9.33M | 0.10% | −9,834−13.5% | Reduced |
| Noesis Capital Mangement Corp | 62,333 | $9.26M | 2.06% | −1,950−3.0% | Reduced |
| Coulter & Justus Financial Services, LLC | 62,333 | $9.26M | 2.06% | +62,333 | New |
| Bailard, Inc. | 62,269 | $9.26M | 0.26% | −152−0.2% | Reduced |
| Simplex Trading, LLC | 62,262 | $9.25M | 0.27% | +8,963+16.8% | Added |
| Oregon Public Employees Retirement Fund | 61,860 | $9.19M | 0.18% | −16,575−21.1% | Reduced |
| Hantz Financial Services, Inc. | 61,762 | $9.18M | 0.18% | −4,055−6.2% | Reduced |
| Gulf International Bank (UK) Ltd | 61,453 | $9.13M | 0.23% | +297+0.5% | Added |
| Gilbert & Cook, Inc. | 61,431 | $9.13M | 1.24% | −12,569−17.0% | Reduced |
| Ameritas Advisory Services, LLC | 61,435 | $9.12M | 0.38% | +51,724+532.6% | Added |
| Candriam Luxembourg S.C.A. | 61,373 | $9.12M | 0.06% | −8,623−12.3% | Reduced |
| GAM Holding AG | 61,324 | $9.11M | 0.66% | +61,324 | New |
| Advocate Group LLC | 61,195 | $9.10M | 1.81% | +7,456+13.9% | Added |
| Wesbanco Bank Inc | 61,178 | $9.09M | 0.34% | +47,418+344.6% | Added |
| Glenview Trust Co | 61,130 | $9.09M | 0.20% | −851−1.4% | Reduced |
| Evercore Wealth Management, LLC | 60,606 | $9.01M | 0.14% | −2,377−3.8% | Reduced |
| Umb Bank N A | 60,530 | $9.00M | 0.14% | −86,428−58.8% | Reduced |
| Evergreen Capital Management LLC | 60,524 | $9.00M | 0.34% | −704−1.1% | Reduced |
| Visionary Wealth Advisors | 60,329 | $8.97M | 0.61% | +9,229+18.1% | Added |
| Daymark Wealth Partners, LLC | 60,111 | $8.93M | 0.48% | −252−0.4% | Reduced |
| Formuepleje A/S | 59,837 | $8.89M | 0.50% | −5,823−8.9% | Reduced |
| Sigma Investment Counselors Inc | 59,697 | $8.87M | 0.57% | −270.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 59,567 | $8.85M | 0.03% | +6,502+12.3% | Added |
| Macquarie Group Ltd | 59,283 | $8.81M | 0.01% | −10,408−14.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 59,198 | $8.80M | 0.08% | −3,220−5.2% | Reduced |
| Capstone Investment Advisors, LLC | 59,151 | $8.79M | 0.16% | +23,573+66.3% | Added |
| United Advisor Group, LLC | 58,774 | $8.74M | 3.28% | −14,123−19.4% | Reduced |
| Cullinan Associates Inc | 58,728 | $8.73M | 0.49% | +4,092+7.5% | Added |
| Prospera Financial Services Inc | 58,411 | $8.68M | 0.26% | +3,807+7.0% | Added |
| Olstein Capital Management, L.P. | 58,000 | $8.62M | 1.41% | +10,000+20.8% | Added |
| Captrust Financial Advisors | 57,772 | $8.59M | 0.03% | −12,814−18.2% | Reduced |
| Romano Brothers and Company | 57,752 | $8.58M | 1.18% | −1,389−2.3% | Reduced |
| Lynch & Associates | 57,706 | $8.58M | 1.98% | −2,195−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 57,405 | $8.53M | 0.12% | −1,272−2.2% | Reduced |
| Lathrop Investment Management Corp | 57,398 | $8.53M | 1.65% | −6,541−10.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,304 | $8.52M | 0.09% | +4,121+7.7% | Added |
| Birch Hill Investment Advisors LLC | 57,152 | $8.49M | 0.41% | −16,105−22.0% | Reduced |
| Hamel Associates, Inc. | 56,964 | $8.47M | 2.72% | +320+0.6% | Added |
| Bell Bank | 56,796 | $8.44M | 0.73% | +3,209+6.0% | Added |
| Linscomb & Williams, Inc. | 56,138 | $8.34M | 0.43% | −152−0.3% | Reduced |
| Sowell Financial Services LLC | 55,033 | $8.18M | 0.39% | −202−0.4% | Reduced |
| Anchor Investment Management, LLC | 55,020 | $8.18M | 0.86% | +316+0.6% | Added |
| Kentucky Retirement Systems | 54,926 | $8.16M | 0.24% | −2,942−5.1% | Reduced |
| Argent Trust Co | 54,658 | $8.12M | 0.37% | +172+0.3% | Added |
| Maryland State Retirement & Pension System | 56,862 | $8.08M | 0.16% | +482+0.9% | Added |
| Country Club Bank | 54,331 | $8.08M | 0.57% | +7,976+17.2% | Added |
| Tompkins Financial Corp | 54,260 | $8.06M | 0.91% | +2,838+5.5% | Added |
| JustInvest LLC | 53,976 | $8.02M | 0.17% | +11,379+26.7% | Added |
| Shelton Capital Management | 53,914 | $8.01M | 0.23% | −400−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 53,836 | $8.00M | 0.17% | +10,117+23.1% | Added |
| Grace & White Inc | 53,690 | $7.98M | 1.44% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 54,347 | $7.97M | 0.11% | +18,775+52.8% | Added |
| CX Institutional | 53,401 | $7.94M | 0.38% | +12,456+30.4% | Added |
| Executive Wealth Management, LLC | 53,635 | $7.92M | 0.69% | +491+0.9% | Added |
| Summit Financial Wealth Advisors, LLC | 53,221 | $7.91M | 1.60% | +4,879+10.1% | Added |
| Axxcess Wealth Management, LLC | 53,194 | $7.91M | 0.22% | −1,700−3.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53,124 | $7.90M | 0.24% | +4,484+9.2% | Added |
| Ibex Wealth Advisors | 45,176 | $7.85M | 2.13% | +45,154+205,245.5% | Added |
| Oppenheimer & Co Inc | 52,330 | $7.78M | 0.13% | −2,073−3.8% | Reduced |
| Credit Agricole S A | 53,577 | $7.65M | 0.13% | +23,610+78.8% | Added |
| Carlson Capital L P | 50,200 | $7.46M | 0.61% | +50,200 | New |
| Sheaff Brock Investment Advisors, LLC | 49,921 | $7.42M | 0.59% | −56−0.1% | Reduced |
| Spinnaker Trust | 49,431 | $7.35M | 0.47% | +952+2.0% | Added |
| Lowe Brockenbrough & Co Inc | 49,358 | $7.34M | 0.50% | +9,677+24.4% | Added |
| Hendley & Co Inc | 49,312 | $7.33M | 2.62% | +233+0.5% | Added |
| Morgan Dempsey Capital Management LLC | 49,077 | $7.29M | 2.34% | −4,203−7.9% | Reduced |
| Texas Yale Capital Corp. | 49,005 | $7.28M | 0.32% | −40−0.1% | Reduced |
| Ally Financial Inc. | 49,000 | $7.28M | 0.98% | +17,000+53.1% | Added |
| Resources Management Corp | 48,894 | $7.27M | 1.06% | −2,348−4.6% | Reduced |
| Intact Investment Management Inc. | 48,800 | $7.25M | 0.29% | 00.0% | Unchanged |
| Oakview Capital Management, L.P. | 48,409 | $7.20M | 7.50% | −75,179−60.8% | Reduced |
| Steel Peak Wealth Management LLC | 47,880 | $7.12M | 0.36% | +45,299+1,755.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 47,660 | $7.08M | 0.53% | −1,197−2.5% | Reduced |
| Capital Management Corp | 47,616 | $7.08M | 1.35% | +3,974+9.1% | Added |
| Investment House LLC | 47,399 | $7.04M | 0.41% | +2,199+4.9% | Added |
| Koshinski Asset Management, Inc. | 47,031 | $6.99M | 0.72% | +43,822+1,365.6% | Added |
| Advisory Services Network, LLC | 46,934 | $6.98M | 0.15% | +10,235+27.9% | Added |
| O'Shaughnessy Asset Management, LLC | 46,870 | $6.97M | 0.08% | +3,003+6.8% | Added |
| Hartford Investment Management Co | 46,740 | $6.95M | 0.25% | −1,992−4.1% | Reduced |
| Griffin Asset Management, Inc. | 46,591 | $6.92M | 0.83% | +5,027+12.1% | Added |
| Keystone Financial Planning, Inc. | 46,276 | $6.88M | 2.23% | +2,043+4.6% | Added |
| Signaturefd, LLC | 46,014 | $6.84M | 0.14% | −2,593−5.3% | Reduced |
| Tufton Capital Management | 45,996 | $6.84M | 1.34% | −478−1.0% | Reduced |
| Prudential PLC | 45,874 | $6.82M | 0.06% | −2,385−4.9% | Reduced |
| Stonegate Investment Group, LLC | 45,846 | $6.81M | 0.21% | +2,568+5.9% | Added |
| Wealthcare Advisory Partners LLC | 45,672 | $6.79M | 0.22% | +292+0.6% | Added |
| Gratus Capital LLC | 45,657 | $6.79M | 0.31% | +365+0.8% | Added |
| Wambolt & Associates, LLC | 45,821 | $6.76M | 2.02% | −45−0.1% | Reduced |