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 | 2,220 | $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 |
|---|---|---|---|---|---|
| Haverford Financial Services, Inc. | 45,197 | $6.72M | 1.93% | −72−0.2% | Reduced |
| Hudson Bay Capital Management LP | 45,070 | $6.70M | 0.06% | +45,070 | New |
| Northeast Investment Management | 44,613 | $6.63M | 0.33% | −656−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 44,609 | $6.63M | 0.01% | −80,065−64.2% | Reduced |
| Atria Wealth Solutions, Inc. | 44,557 | $6.62M | 0.07% | +6,984+18.6% | Added |
| Ashton Thomas Private Wealth, LLC | 44,486 | $6.61M | 0.38% | +609+1.4% | Added |
| Stratos Wealth Partners, LTD. | 44,387 | $6.60M | 0.11% | −629−1.4% | Reduced |
| First National Trust Co | 44,306 | $6.59M | 0.27% | −2,692−5.7% | Reduced |
| Loomis Sayles & Co L P | 44,046 | $6.55M | 0.01% | −284−0.6% | Reduced |
| Live Oak Private Wealth LLC | 44,038 | $6.55M | 1.13% | −3,779−7.9% | Reduced |
| Buck Wealth Strategies, LLC | 44,024 | $6.54M | 2.25% | +40,592+1,182.8% | Added |
| Concurrent Investment Advisors, LLC | 43,889 | $6.52M | 0.27% | +648+1.5% | Added |
| Birch Capital Management, LLC | 43,687 | $6.49M | 3.37% | +3,925+9.9% | Added |
| Miracle Mile Advisors, LLC | 43,413 | $6.45M | 0.16% | +4,486+11.5% | Added |
| Naples Global Advisors, LLC | 43,409 | $6.45M | 0.66% | +611+1.4% | Added |
| Builder Investment Group Inc | 43,245 | $6.43M | 1.87% | −260−0.6% | Reduced |
| Securian Asset Management, Inc | 42,599 | $6.33M | 0.19% | −3,143−6.9% | Reduced |
| Principal Street Partners, LLC | 42,501 | $6.30M | 1.19% | +15,165+55.5% | Added |
| HRT Financial LP | 42,245 | $6.28M | 0.04% | −200,636−82.6% | Reduced |
| Dean Investment Associates, LLC | 42,217 | $6.27M | 0.86% | +4,315+11.4% | Added |
| Louisiana State Employees Retirement System | 42,100 | $6.26M | 0.12% | −1,600−3.7% | Reduced |
| HTLF Bank | 42,055 | $6.25M | 0.72% | +437+1.1% | Added |
| HBK Sorce Advisory LLC | 41,908 | $6.23M | 0.22% | +2,465+6.2% | Added |
| Crossmark Global Holdings, Inc. | 41,757 | $6.21M | 0.12% | −2,061−4.7% | Reduced |
| Jennison Associates LLC | 41,548 | $6.18M | 0.00% | −24,612−37.2% | Reduced |
| Motley Fool Wealth Management, LLC | 41,473 | $6.16M | 0.32% | +959+2.4% | Added |
| Waterfront Wealth Inc. | 41,701 | $6.13M | 1.71% | −44−0.1% | Reduced |
| GTS Securities LLC | 41,126 | $6.11M | 0.17% | +23,181+129.2% | Added |
| Borer Denton & Associates, Inc. | 41,010 | $6.10M | 2.16% | −495−1.2% | Reduced |
| Venture Visionary Partners LLC | 40,866 | $6.07M | 0.29% | −6,181−13.1% | Reduced |
| Tower Bridge Advisors | 40,721 | $6.05M | 0.62% | −9,421−18.8% | Reduced |
| Sage Capital Advisors,llc | 40,682 | $6.05M | 1.75% | +23,756+140.4% | Added |
| Rowland & Co Investment Counsel | 40,563 | $6.03M | 1.27% | +2,557+6.7% | Added |
| Zions Bancorporation, N.A. | 40,521 | $6.02M | 0.44% | +2,957+7.9% | Added |
| Kettle Hill Capital Management, LLC | 40,332 | $5.99M | 1.46% | +40,332 | New |
| Sky Investment Group LLC | 40,197 | $5.97M | 1.15% | −153−0.4% | Reduced |
| Albion Financial Group | 40,164 | $5.97M | 0.46% | +1,715+4.5% | Added |
| Intech Investment Management LLC | 40,018 | $5.95M | 0.08% | +3,987+11.1% | Added |
| SYSTM Wealth Solutions LLC | 40,000 | $5.95M | 0.75% | −1,974−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 39,900 | $5.93M | 1.04% | +328+0.8% | Added |
| Avantax Planning Partners, Inc. | 39,663 | $5.90M | 0.19% | +27,516+226.5% | Added |
| CMG Global Holdings, LLC | 39,658 | $5.89M | 4.05% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 39,655 | $5.89M | 2.03% | 00.0% | Unchanged |
| Garland Capital Management Inc | 39,442 | $5.86M | 3.88% | +990+2.6% | Added |
| HB Wealth Management, LLC | 39,329 | $5.85M | 0.07% | −899−2.2% | Reduced |
| Virtu Financial LLC | 39,084 | $5.81M | 0.44% | +39,084 | New |
| Iams Wealth Management, LLC | 38,906 | $5.75M | 3.51% | +1,615+4.3% | Added |
| Simplicity Wealth,LLC | 38,578 | $5.73M | 0.14% | +36,104+1,459.3% | Added |
| XML Financial, LLC | 38,553 | $5.73M | 0.59% | −8,830−18.6% | Reduced |
| Snowden Capital Advisors LLC | 38,509 | $5.72M | 0.18% | +3,681+10.6% | Added |
| Eisler Capital (UK) Ltd. | 38,429 | $5.71M | 0.71% | +13,505+54.2% | Added |
| Northwest Bancshares, Inc. | 38,357 | $5.70M | 0.90% | +2,905+8.2% | Added |
| Sand Hill Global Advisors, LLC | 38,343 | $5.70M | 0.27% | −1,451−3.6% | Reduced |
| MainStreet Investment Advisors LLC | 38,115 | $5.67M | 0.68% | −710−1.8% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 37,985 | $5.65M | 3.65% | −530−1.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 37,803 | $5.62M | 0.92% | +10,353+37.7% | Added |
| LGT Group Foundation | 37,722 | $5.61M | 0.13% | −12,208−24.5% | Reduced |
| Inlet Private Wealth, LLC | 37,635 | $5.59M | 1.56% | +355+1.0% | Added |
| Canal Capital Management, LLC | 37,558 | $5.58M | 0.94% | +10,609+39.4% | Added |
| Bank of New Hampshire | 37,480 | $5.57M | 1.46% | −356−0.9% | Reduced |
| Fusion Capital, LLC | 37,365 | $5.55M | 2.54% | +3,359+9.9% | Added |
| EagleClaw Capital Managment, LLC | 37,330 | $5.55M | 1.01% | −265−0.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 37,067 | $5.51M | 1.46% | +25,175+211.7% | Added |
| BancorpSouth Bank | 36,895 | $5.48M | 0.40% | −355−1.0% | Reduced |
| Bessemer Group Inc | 36,805 | $5.47M | 0.01% | +20,717+128.8% | Added |
| Verition Fund Management LLC | 36,725 | $5.46M | 0.05% | +22,834+164.4% | Added |
| Cary Street Partner Investment Advisory LLC | 36,703 | $5.46M | 0.23% | −404−1.1% | Reduced |
| New Mexico Educational Retirement Board | 36,462 | $5.42M | 0.19% | −1,200−3.2% | Reduced |
| Whittier Trust Co | 36,323 | $5.40M | 0.08% | −86−0.2% | Reduced |
| Woodstock Corp | 36,286 | $5.39M | 0.56% | +2,929+8.8% | Added |
| Toroso Investments, LLC | 36,192 | $5.38M | 0.09% | −31,877−46.8% | Reduced |
| Siemens Fonds Invest GmbH | 36,166 | $5.38M | 0.41% | −1,126−3.0% | Reduced |
| Boston Research & Management Inc | 36,161 | $5.37M | 1.33% | +686+1.9% | Added |
| Massmutual Trust Co FSB | 36,153 | $5.37M | 0.17% | −1,743−4.6% | Reduced |
| Johnson Investment Counsel Inc | 35,917 | $5.34M | 0.06% | −94−0.3% | Reduced |
| Bard Financial Services, Inc. | 35,325 | $5.25M | 0.56% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 35,253 | $5.24M | 1.11% | +657+1.9% | Added |
| Duality Advisers, LP | 35,232 | $5.24M | 0.52% | +19,060+117.9% | Added |
| Stock Yards Bank & Trust Co | 35,216 | $5.23M | 0.17% | −8,136−18.8% | Reduced |
| Bogart Wealth, LLC | 35,041 | $5.21M | 0.27% | +3,235+10.2% | Added |
| Avantax Advisory Services, Inc. | 35,006 | $5.20M | 0.05% | −2,491−6.6% | Reduced |
| PDS Planning, Inc | 34,821 | $5.18M | 0.54% | +40.0% | Added |
| Amica Mutual Insurance Co | 34,723 | $5.16M | 0.53% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 34,690 | $5.16M | 0.23% | +2,427+7.5% | Added |
| ARS Wealth Advisors Group, LLC | 34,600 | $5.14M | 0.69% | −5,314−13.3% | Reduced |
| North Star Investment Management Corp. | 34,547 | $5.13M | 0.37% | +431+1.3% | Added |
| First National Bank of Omaha | 46,647 | $5.13M | 0.35% | −7,899−14.5% | Reduced |
| National Philanthropic Trust | 34,456 | $5.12M | 0.11% | +32,681+1,841.2% | Added |
| Community Bank, N.A. | 34,156 | $5.08M | 0.67% | +1,334+4.1% | Added |
| United Capital Financial Advisers, LLC | 33,792 | $5.02M | 0.04% | −7,992−19.1% | Reduced |
| Partners Capital Investment Group, LLP | 33,726 | $5.01M | 0.14% | −35,102−51.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 33,688 | $5.01M | 1.22% | +2,507+8.0% | Added |
| Greystone Financial Group, LLC | 33,442 | $4.97M | 0.99% | +6,454+23.9% | Added |
| Stolper Co | 33,402 | $4.96M | 1.79% | +4,245+14.6% | Added |
| Cornerstone Advisors, LLC | 33,200 | $4.93M | 0.20% | 00.0% | Unchanged |
| Bokf, NA | 33,395 | $4.93M | 0.09% | +1,237+3.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,965 | $4.90M | 2.09% | +524+1.6% | Added |
| Martin Capital Partners, LLC | 32,923 | $4.89M | 1.88% | +978+3.1% | Added |
| Rench Wealth Management, Inc. | 32,815 | $4.88M | 1.87% | +803+2.5% | Added |
| Pearl River Capital, LLC | 32,718 | $4.86M | 0.77% | +32,718 | New |