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 |
|---|---|---|---|---|---|
| tru Independence LLC | 32,593 | $4.84M | 1.43% | −375−1.1% | Reduced |
| GLOBALT Investments LLC | 32,501 | $4.83M | 0.19% | −1,009−3.0% | Reduced |
| Columbia Asset Management | 30,695 | $4.83M | 0.99% | +50.0% | Added |
| Bridge Creek Capital Management LLC | 32,287 | $4.80M | 1.54% | +1,281+4.1% | Added |
| Mirabella Financial Services LLP | 32,148 | $4.78M | 0.35% | +32,148 | New |
| Stokes Capital Advisors, LLC | 32,104 | $4.77M | 1.39% | +3,910+13.9% | Added |
| Headinvest, LLC | 31,841 | $4.73M | 0.92% | −7,741−19.6% | Reduced |
| Mather Group, LLC. | 29,925 | $4.71M | 0.07% | −277−0.9% | Reduced |
| Bryn Mawr Trust Co | 31,557 | $4.69M | 0.18% | +31,557 | New |
| Phoenix Holdings Ltd. | 31,389 | $4.66M | 0.06% | +9,841+45.7% | Added |
| Associated Banc-Corp | 30,969 | $4.60M | 0.15% | +492+1.6% | Added |
| HighPoint Advisor Group LLC | 30,505 | $4.59M | 0.32% | −407−1.3% | Reduced |
| Commerzbank Aktiengesellschaft | 30,824 | $4.58M | 0.15% | +10,110+48.8% | Added |
| Soltis Investment Advisors LLC | 30,797 | $4.58M | 0.51% | +1,971+6.8% | Added |
| Eagle Rock Investment Company, LLC | 30,663 | $4.56M | 0.85% | +1,949+6.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,581 | $4.55M | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30,464 | $4.53M | 0.11% | −58,319−65.7% | Reduced |
| NewSquare Capital LLC | 30,818 | $4.51M | 0.40% | +482+1.6% | Added |
| Murphy Pohlad Asset Management LLC | 30,064 | $4.47M | 1.75% | +285+1.0% | Added |
| Advent Capital Management | 30,000 | $4.46M | 0.11% | +30,000 | New |
| Cohen Klingenstein LLC | 29,982 | $4.46M | 0.17% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,848 | $4.44M | 0.05% | −24,223−44.8% | Reduced |
| Vision Capital Management, Inc. | 29,826 | $4.43M | 0.66% | −275−0.9% | Reduced |
| Capital Investment Counsel, Inc | 29,729 | $4.42M | 0.76% | +1,640+5.8% | Added |
| Atwater Malick LLC | 29,640 | $4.41M | 1.55% | −1,692−5.4% | Reduced |
| Motco | 29,616 | $4.40M | 0.26% | +68+0.2% | Added |
| Paloma Partners Management Co | 29,569 | $4.39M | 0.64% | +2,308+8.5% | Added |
| Cornerstone Investment Partners, LLC | 29,521 | $4.39M | 0.21% | +3,151+11.9% | Added |
| Farmers & Merchants Investments Inc | 29,404 | $4.37M | 0.15% | −2,933−9.1% | Reduced |
| Horrell Capital Management, Inc. | 29,371 | $4.37M | 1.21% | +147+0.5% | Added |
| Metis Global Partners, LLC | 29,315 | $4.36M | 0.16% | +2,889+10.9% | Added |
| E. Ohman J:or Asset Management AB | 29,311 | $4.36M | 0.11% | +800+2.8% | Added |
| Farmers National Bank | 29,181 | $4.34M | 1.29% | +504+1.8% | Added |
| Metropolitan Life Insurance Co | 29,170 | $4.34M | 0.19% | −270−0.9% | Reduced |
| CWA Asset Management Group, LLC | 28,950 | $4.30M | 0.26% | −5,017−14.8% | Reduced |
| Pallas Capital Advisors LLC | 28,795 | $4.28M | 0.18% | +2,190+8.2% | Added |
| Diversify Advisory Services, LLC | 28,927 | $4.27M | 0.25% | +28,927 | New |
| Red Door Wealth Management, LLC | 28,712 | $4.27M | 0.82% | −918−3.1% | Reduced |
| Farmers Trust Co | 28,692 | $4.26M | 0.86% | +8,138+39.6% | Added |
| Verdence Capital Advisors LLC | 28,640 | $4.26M | 0.39% | +4,343+17.9% | Added |
| Culbertson A N & Co Inc | 28,636 | $4.26M | 0.73% | +390+1.4% | Added |
| Bleakley Financial Group, LLC | 28,560 | $4.24M | 0.12% | +115+0.4% | Added |
| Perigon Wealth Management, LLC | 28,553 | $4.24M | 0.13% | −2,276−7.4% | Reduced |
| Commonwealth Retirement Investments LLC | 28,548 | $4.24M | 2.03% | +4,222+17.4% | Added |
| Motley Fool Asset Management LLC | 28,508 | $4.24M | 0.27% | +3,868+15.7% | Added |
| Ci Investments Inc. | 28,509 | $4.24M | 0.02% | +4,107+16.8% | Added |
| Beacon Financial Group | 28,496 | $4.24M | 0.49% | −572−2.0% | Reduced |
| Savant Capital, LLC | 28,313 | $4.21M | 0.05% | −2,170−7.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,259 | $4.21M | 0.03% | +1,118+4.1% | Added |
| FORA Capital, LLC | 28,078 | $4.17M | 0.34% | −59,435−67.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 28,000 | $4.16M | 0.05% | −21,000−42.9% | Reduced |
| Banque Cantonale Vaudoise | 27,770 | $4.13M | 0.16% | +3,842+16.1% | Added |
| Cyndeo Wealth Partners, LLC | 27,748 | $4.12M | 0.34% | +6,371+29.8% | Added |
| NewEdge Wealth, LLC | 27,919 | $4.11M | 0.09% | −1,114−3.8% | Reduced |
| Brady Family Wealth, LLC | 27,437 | $4.08M | 1.32% | +2,433+9.7% | Added |
| Torray LLC | 27,371 | $4.07M | 0.61% | +27,371 | New |
| Kingfisher Capital LLC | 27,366 | $4.07M | 0.98% | +227+0.8% | Added |
| William Allan, LLC | 27,295 | $4.06M | 2.69% | +852+3.2% | Added |
| Hallmark Capital Management Inc | 27,247 | $4.05M | 0.31% | +591+2.2% | Added |
| Walleye Capital LLC | 27,193 | $4.04M | 0.04% | +27,193 | New |
| LongView Wealth Management | 27,063 | $4.02M | 1.59% | −100−0.4% | Reduced |
| Viking Fund Management LLC | 27,000 | $4.01M | 0.73% | +3,000+12.5% | Added |
| Summit Global Investments | 26,671 | $3.96M | 0.29% | −16,855−38.7% | Reduced |
| Mango Investments LLC | 26,612 | $3.96M | 2.93% | 00.0% | Unchanged |
| Opus Investment Management Inc | 26,600 | $3.95M | 2.58% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 26,482 | $3.94M | 0.14% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 26,466 | $3.93M | 0.64% | −233−0.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 26,377 | $3.92M | 0.43% | +23,492+814.3% | Added |
| New England Research & Management, Inc. | 26,356 | $3.92M | 1.92% | +5,397+25.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,331 | $3.91M | 0.17% | +2,170+9.0% | Added |
| Empirical Finance, LLC | 26,286 | $3.91M | 0.24% | +877+3.5% | Added |
| Butensky & Cohen Financial Security, Inc | 26,281 | $3.91M | 1.22% | +336+1.3% | Added |
| Everence Capital Management Inc | 26,280 | $3.91M | 0.26% | −2,590−9.0% | Reduced |
| McDaniel Terry & Co | 26,271 | $3.90M | 0.35% | −24−0.1% | Reduced |
| Northwest Investment Counselors, LLC | 26,268 | $3.90M | 0.95% | +574+2.2% | Added |
| Dorsey & Whitney Trust CO LLC | 26,241 | $3.90M | 0.27% | −2,565−8.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 22,669 | $3.86M | 0.17% | −6,713−22.8% | Reduced |
| Winton Group Ltd | 25,739 | $3.83M | 0.27% | −8,126−24.0% | Reduced |
| Summitry LLC | 25,731 | $3.82M | 0.20% | +340+1.3% | Added |
| Norinchukin Bank, The | 25,680 | $3.82M | 0.11% | −365−1.4% | Reduced |
| Ellsworth Advisors, LLC | 26,101 | $3.78M | 1.09% | +2,142+8.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 25,225 | $3.75M | 0.21% | +15,072+148.4% | Added |
| Valeo Financial Advisors, LLC | 25,532 | $3.75M | 0.13% | +1,131+4.6% | Added |
| Benin Management CORP | 25,117 | $3.73M | 1.18% | +192+0.8% | Added |
| Pavion Blue Capital, LLC | 25,034 | $3.72M | 1.84% | +2,575+11.5% | Added |
| Semmax Financial Advisors Inc. | 24,286 | $3.70M | 1.22% | −691−2.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 24,823 | $3.69M | 0.59% | +9,545+62.5% | Added |
| Independent Investors Inc | 24,811 | $3.69M | 0.88% | −100−0.4% | Reduced |
| Vaughan David Investments LLC | 24,671 | $3.67M | 0.09% | +377+1.6% | Added |
| Schulhoff & Co Inc | 24,516 | $3.64M | 1.60% | +206+0.8% | Added |
| Meritage Portfolio Management | 24,433 | $3.63M | 0.23% | −1,436−5.6% | Reduced |
| Cypress Wealth Services, LLC | 24,420 | $3.63M | 0.85% | −366−1.5% | Reduced |
| Highland Capital Management, LLC | 24,389 | $3.62M | 0.21% | −360−1.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,385 | $3.62M | 0.89% | +323+1.3% | Added |
| Peloton Wealth Strategists | 24,361 | $3.62M | 1.47% | +50+0.2% | Added |
| KMG Fiduciary Partners, LLC | 24,242 | $3.60M | 0.37% | +1,018+4.4% | Added |
| Moss Adams Wealth Advisors LLC | 24,218 | $3.60M | 0.58% | +24,218 | New |
| Hudson Capital Management LLC | 24,177 | $3.59M | 1.24% | +776+3.3% | Added |
| Azimuth Capital Investment Management LLC | 24,135 | $3.59M | 0.15% | +764+3.3% | Added |
| Jensen Investment Management Inc | 23,914 | $3.55M | 0.03% | −16,396−40.7% | Reduced |