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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 23,868 | $3.55M | 0.24% | −1,899−7.4% | Reduced |
| Glass Wealth Management Co LLC | 23,820 | $3.54M | 2.16% | +23,820 | New |
| Ostrum Asset Management | 23,819 | $3.54M | 0.28% | −6,058−20.3% | Reduced |
| Vise Technologies, Inc. | 23,788 | $3.54M | 0.70% | −904−3.7% | Reduced |
| Pitcairn Co | 23,717 | $3.53M | 0.23% | +1,283+5.7% | Added |
| SWS Partners | 23,713 | $3.52M | 1.05% | +3,555+17.6% | Added |
| Hengehold Capital Management LLC | 23,690 | $3.52M | 0.38% | +34+0.1% | Added |
| Laurion Capital Management LP | 23,478 | $3.49M | 0.10% | +23,478 | New |
| National Asset Management, Inc. | 22,342 | $3.48M | 0.09% | −118−0.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 23,351 | $3.47M | 0.04% | −6,894−22.8% | Reduced |
| Principal Securities, Inc. | 23,240 | $3.45M | 0.11% | +934+4.2% | Added |
| Signature Wealth Management Group | 24,185 | $3.45M | 1.57% | +384+1.6% | Added |
| Baxter Bros Inc | 23,197 | $3.45M | 0.44% | −4,057−14.9% | Reduced |
| Bourne Lent Asset Management Inc | 23,148 | $3.44M | 1.39% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 23,078 | $3.43M | 1.33% | −350−1.5% | Reduced |
| Heritage Trust Co | 23,059 | $3.43M | 0.46% | −89−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,951 | $3.41M | 0.09% | +57+0.2% | Added |
| Horan Capital Advisors, LLC. | 22,946 | $3.41M | 1.21% | +47+0.2% | Added |
| Good Life Advisors, LLC | 22,939 | $3.41M | 0.30% | +683+3.1% | Added |
| Tilson Financial Group, Inc. | 22,894 | $3.40M | 1.83% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 22,800 | $3.39M | 0.03% | −4,575−16.7% | Reduced |
| Sawyer & Company, Inc | 22,748 | $3.38M | 1.35% | +39+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 22,727 | $3.38M | 0.11% | +4,076+21.9% | Added |
| Sovereign Financial Group, Inc. | 22,500 | $3.34M | 0.89% | −563−2.4% | Reduced |
| Allworth Financial LP | 22,493 | $3.34M | 0.02% | +2,302+11.4% | Added |
| Vestmark Advisory Solutions, Inc. | 22,462 | $3.34M | 0.14% | +2,244+11.1% | Added |
| Old Point Trust & Financial Services N A | 22,447 | $3.34M | 1.21% | +1,548+7.4% | Added |
| Keating Investment Counselors Inc | 22,442 | $3.34M | 1.07% | −5,185−18.8% | Reduced |
| Sepio Capital, LP | 22,426 | $3.33M | 0.29% | −575−2.5% | Reduced |
| Brookmont Capital Management | 22,375 | $3.33M | 1.75% | +289+1.3% | Added |
| Tocqueville Asset Management L.P. | 22,232 | $3.30M | 0.05% | +19,964+880.2% | Added |
| Brooks, Moore & Associates, Inc. | 22,094 | $3.28M | 2.11% | +820+3.9% | Added |
| Avidian Wealth Solutions, LLC | 21,912 | $3.26M | 0.17% | +579+2.7% | Added |
| Vestcor Inc | 21,880 | $3.25M | 0.11% | −1,841−7.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 21,822 | $3.24M | 1.68% | +587+2.8% | Added |
| Stanley-Laman Group, Ltd. | 21,768 | $3.24M | 0.45% | +4,551+26.4% | Added |
| Laffer Tengler Investments | 21,579 | $3.21M | 0.83% | −2,823−11.6% | Reduced |
| Cardinal Capital Management | 21,550 | $3.20M | 0.52% | +2,123+10.9% | Added |
| Groupama Asset Managment | 11,002 | $3.20M | 0.06% | −13,436−55.0% | Reduced |
| United Community Bank | 21,078 | $3.18M | 1.24% | +5,402+34.5% | Added |
| Bowen Hanes & Co Inc | 21,386 | $3.18M | 0.09% | −3,710−14.8% | Reduced |
| North Star Asset Management Inc | 21,335 | $3.17M | 0.15% | −341−1.6% | Reduced |
| Financial Partners Group, LLC | 21,250 | $3.16M | 1.22% | +8,069+61.2% | Added |
| Alta Capital Management LLC | 21,221 | $3.15M | 0.19% | +5,743+37.1% | Added |
| Ethic Inc. | 21,096 | $3.14M | 0.08% | −2,815−11.8% | Reduced |
| GSB Wealth Management, LLC | 21,088 | $3.13M | 0.88% | −561−2.6% | Reduced |
| Laurel Wealth Advisors LLC | 21,036 | $3.13M | 0.54% | −669−3.1% | Reduced |
| Perkins Coie Trust Co | 20,926 | $3.11M | 0.73% | +690+3.4% | Added |
| FIL Ltd | 20,793 | $3.09M | 0.00% | −24,053−53.6% | Reduced |
| Jefferies Financial Group Inc. | 20,757 | $3.09M | 0.06% | +19,057+1,121.0% | Added |
| EP Wealth Advisors, LLC | 20,678 | $3.07M | 0.04% | +3,379+19.5% | Added |
| McDonald Partners LLC | 20,599 | $3.06M | 0.84% | −964−4.5% | Reduced |
| Monarch Capital Management Inc | 20,564 | $3.06M | 0.86% | +1,902+10.2% | Added |
| Physicians Financial Services, Inc. | 20,557 | $3.06M | 1.08% | −100−0.5% | Reduced |
| Acadian Asset Management LLC | 20,538 | $3.05M | 0.01% | −26,484−56.3% | Reduced |
| Kingsview Wealth Management, LLC | 20,512 | $3.05M | 0.08% | −49,289−70.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,420 | $3.04M | 0.24% | +1,263+6.6% | Added |
| Atlantic Union Bankshares Corp | 20,334 | $3.02M | 0.25% | −891−4.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,201 | $3.00M | 1.23% | +1,198+6.3% | Added |
| Anderson Hoagland & Co | 20,277 | $2.99M | 0.33% | +1,094+5.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 20,025 | $2.98M | 0.06% | +2,379+13.5% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.97M | 0.73% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 19,804 | $2.94M | 0.83% | −1,725−8.0% | Reduced |
| Providence Capital Advisors, LLC | 19,799 | $2.94M | 0.64% | +9,714+96.3% | Added |
| Advisory Alpha, LLC | 19,785 | $2.94M | 0.12% | +18,199+1,147.5% | Added |
| Great Lakes Advisors, LLC | 19,685 | $2.93M | 0.02% | +448+2.3% | Added |
| Fulton Bank, N.A. | 19,618 | $2.92M | 0.12% | −161−0.8% | Reduced |
| Truvestments Capital LLC | 19,580 | $2.91M | 1.12% | +3,730+23.5% | Added |
| Papp L Roy & Associates | 19,528 | $2.90M | 0.35% | −1,526−7.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,512 | $2.90M | 0.31% | +11,762+151.8% | Added |
| Parallel Advisors, LLC | 19,506 | $2.90M | 0.08% | −301−1.5% | Reduced |
| Quantinno Capital Management LP | 19,495 | $2.90M | 0.06% | +2,648+15.7% | Added |
| Skylands Capital, LLC | 19,425 | $2.89M | 0.40% | +5,960+44.3% | Added |
| Courier Capital LLC | 19,304 | $2.87M | 0.21% | −50−0.3% | Reduced |
| Sheets Smith Wealth Management | 19,303 | $2.87M | 0.32% | −2,285−10.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,300 | $2.87M | 0.22% | +164+0.9% | Added |
| Palisade Asset Management, LLC | 19,229 | $2.86M | 0.28% | −600−3.0% | Reduced |
| Icon Wealth Advisors, LLC | 19,214 | $2.86M | 0.27% | −85−0.4% | Reduced |
| United Asset Strategies, Inc. | 19,214 | $2.86M | 0.29% | +625+3.4% | Added |
| Arkadios Wealth Advisors | 19,195 | $2.85M | 0.22% | +349+1.9% | Added |
| Dynamic Advisor Solutions LLC | 19,054 | $2.83M | 0.10% | −757−3.8% | Reduced |
| Wealthfront Advisers LLC | 19,027 | $2.83M | 0.01% | −1,129−5.6% | Reduced |
| Wedbush Securities Inc | 19,016 | $2.83M | 0.11% | +1,779+10.3% | Added |
| ProVise Management Group, LLC | 18,912 | $2.81M | 0.24% | +1,026+5.7% | Added |
| NBT Bank N A | 18,760 | $2.79M | 0.20% | −475−2.5% | Reduced |
| Millennium Capital Advisors, LLC | 18,754 | $2.79M | 1.97% | −353−1.8% | Reduced |
| Boston Private Wealth LLC | 18,619 | $2.77M | 0.06% | +2,196+13.4% | Added |
| Wright Investors Service Inc | 18,618 | $2.77M | 0.70% | +422+2.3% | Added |
| Maltin Wealth Management, Inc. | 18,608 | $2.77M | 1.56% | +142+0.8% | Added |
| Rockline Wealth Management, LLC | 18,601 | $2.76M | 0.97% | −151−0.8% | Reduced |
| JLB & Associates Inc | 18,550 | $2.76M | 0.37% | +572+3.2% | Added |
| Northcape Wealth Management, LLC | 18,526 | $2.75M | 1.00% | −129−0.7% | Reduced |
| Boomfish Wealth Group, LLC | 18,500 | $2.75M | 1.85% | −16−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 18,473 | $2.75M | 0.09% | +60+0.3% | Added |
| Aspire Private Capital, LLC | 18,429 | $2.74M | 0.72% | +40.0% | Added |
| TD Private Client Wealth LLC | 18,413 | $2.74M | 0.09% | −1,770−8.8% | Reduced |
| Paradigm Asset Management Co LLC | 18,324 | $2.72M | 0.69% | −400−2.1% | Reduced |
| Avitas Wealth Management LLC | 18,267 | $2.72M | 0.41% | −227−1.2% | Reduced |
| Trilogy Capital Inc. | 18,170 | $2.70M | 0.16% | +1,551+9.3% | Added |
| Argonautica Private Wealth Management, Inc | 18,053 | $2.68M | 0.96% | +710+4.1% | Added |