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 |
|---|---|---|---|---|---|
| Conning Inc. | 18,018 | $2.68M | 0.09% | −197,466−91.6% | Reduced |
| Trustmark National Bank Trust Department | 17,998 | $2.68M | 0.22% | +2,974+19.8% | Added |
| Marion Wealth Management | 17,993 | $2.67M | 0.80% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,901 | $2.66M | 0.03% | −1,189−6.2% | Reduced |
| Cypress Capital Group | 17,896 | $2.66M | 0.32% | +1,138+6.8% | Added |
| Shorepoint Capital Partners LLC | 17,866 | $2.66M | 0.65% | +561+3.2% | Added |
| Occudo Quantitative Strategies LP | 17,806 | $2.65M | 0.46% | +12,357+226.8% | Added |
| Roundview Capital LLC | 17,675 | $2.63M | 0.21% | −2,482−12.3% | Reduced |
| Apollon Wealth Management, LLC | 17,657 | $2.62M | 0.08% | +2,376+15.5% | Added |
| Oak Harbor Wealth Partners, LLC | 17,613 | $2.62M | 0.82% | +207+1.2% | Added |
| NEOS Investment Management LLC | 17,569 | $2.61M | 0.16% | +7,345+71.8% | Added |
| Boyar Asset Management Inc. | 17,544 | $2.61M | 1.70% | +748+4.5% | Added |
| Zullo Investment Group, Inc. | 17,540 | $2.61M | 1.22% | +1,041+6.3% | Added |
| Fort Washington Investment Advisors Inc | 17,490 | $2.60M | 0.02% | −1,723−9.0% | Reduced |
| Vinva Investment Management Ltd | 17,462 | $2.60M | 0.15% | +7,148+69.3% | Added |
| Cary Street Partners Asset Management LLC | 17,428 | $2.59M | 0.40% | −1,033−5.6% | Reduced |
| GHP Investment Advisors, Inc. | 17,394 | $2.59M | 0.13% | +911+5.5% | Added |
| Jacobi Capital Management LLC | 17,316 | $2.57M | 0.24% | +1,084+6.7% | Added |
| Hennessy Advisors Inc | 17,300 | $2.57M | 0.11% | −22,900−57.0% | Reduced |
| Plimoth Trust Co LLC | 17,268 | $2.57M | 0.68% | −20−0.1% | Reduced |
| Rodgers Brothers Inc. | 17,217 | $2.56M | 0.35% | +30.0% | Added |
| AE Wealth Management LLC | 17,201 | $2.56M | 0.03% | −109,686−86.4% | Reduced |
| Adams Asset Advisors, LLC | 17,185 | $2.55M | 0.33% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 17,162 | $2.55M | 1.65% | +1,941+12.8% | Added |
| Gunn & Co Investment Management, Inc. | 17,132 | $2.55M | 1.91% | −204,768−92.3% | Reduced |
| Twin Lakes Capital Management, LLC | 17,061 | $2.54M | 1.71% | +152+0.9% | Added |
| Kennon-Green & Company, LLC | 16,985 | $2.52M | 2.36% | −219−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,983 | $2.52M | 0.13% | +1,696+11.1% | Added |
| Kinneret Advisory, LLC | 16,960 | $2.52M | 0.25% | −53−0.3% | Reduced |
| Savoie Capital LLC | 16,928 | $2.52M | 0.36% | +428+2.6% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.51M | 1.11% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 16,870 | $2.51M | 0.57% | +1,470+9.5% | Added |
| Miller Investment Management, LP | 16,859 | $2.51M | 0.32% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 16,850 | $2.50M | 1.08% | +226+1.4% | Added |
| Lincoln National Corp | 16,823 | $2.50M | 0.04% | +1,887+12.6% | Added |
| Greenline Partners, LLC | 16,718 | $2.48M | 0.40% | −271−1.6% | Reduced |
| Exencial Wealth Advisors, LLC | 16,635 | $2.47M | 0.09% | −481−2.8% | Reduced |
| Mango Five Family, Inc. | 16,628 | $2.47M | 0.82% | −300−1.8% | Reduced |
| Americana Partners, LLC | 16,587 | $2.47M | 0.21% | +2,544+18.1% | Added |
| Veriti Management LLC | 16,577 | $2.46M | 0.18% | +2,349+16.5% | Added |
| Slagle Financial, LLC | 16,549 | $2.46M | 1.33% | −12,279−42.6% | Reduced |
| Horizon Investments, LLC | 16,645 | $2.45M | 0.06% | +143+0.9% | Added |
| Tiaa Trust, National Association | 16,278 | $2.42M | 0.01% | +339+2.1% | Added |
| Fortis Advisors, LLC | 16,253 | $2.42M | 1.62% | −1,291−7.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 16,246 | $2.41M | 0.56% | −904−5.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,198 | $2.41M | 0.03% | −4,191−20.6% | Reduced |
| Exeter Financial, LLC | 15,990 | $2.40M | 1.11% | +790+5.2% | Added |
| Arete Wealth Advisors, LLC | 16,132 | $2.40M | 0.22% | +537+3.4% | Added |
| Pathway Financial Advisers, LLC | 16,085 | $2.39M | 0.86% | +234+1.5% | Added |
| Rehmann Capital Advisory Group | 16,075 | $2.39M | 0.18% | +175+1.1% | Added |
| PYA Waltman Capital, LLC | 16,010 | $2.38M | 0.88% | +1,722+12.1% | Added |
| GYL Financial Synergies, LLC | 16,006 | $2.38M | 0.19% | +709+4.6% | Added |
| Sunbelt Securities, Inc. | 15,982 | $2.38M | 0.27% | +1,381+9.5% | Added |
| Public Sector Pension Investment Board | 15,981 | $2.38M | 0.02% | −500−3.0% | Reduced |
| StoneX Group Inc. | 15,968 | $2.37M | 0.21% | −2,860−15.2% | Reduced |
| Werlinich Asset Management, LLC | 16,100 | $2.37M | 1.55% | +6,840+73.9% | Added |
| Am Investment Strategies LLC | 15,956 | $2.37M | 0.60% | +2,663+20.0% | Added |
| Radnor Capital Management, LLC | 15,806 | $2.35M | 0.40% | −925−5.5% | Reduced |
| Portside Wealth Group, LLC | 15,787 | $2.35M | 0.43% | +1,151+7.9% | Added |
| Nicholas Hoffman & Company, LLC. | 15,758 | $2.34M | 0.12% | +2,187+16.1% | Added |
| King Luther Capital Management Corp | 15,743 | $2.34M | 0.01% | +1,566+11.0% | Added |
| SkyOak Wealth, LLC | 15,719 | $2.34M | 0.56% | +846+5.7% | Added |
| Royal Fund Management, LLC | 15,693 | $2.33M | 0.27% | +3,549+29.2% | Added |
| Arvest Trust Co N A | 15,564 | $2.31M | 0.13% | +725+4.9% | Added |
| Auxier Asset Management | 15,520 | $2.31M | 0.35% | −18−0.1% | Reduced |
| Lantz Financial LLC | 15,486 | $2.30M | 0.74% | +5,550+55.9% | Added |
| Independence Bank of Kentucky | 15,467 | $2.30M | 0.69% | −590−3.7% | Reduced |
| Coppell Advisory Solutions Corp. | 15,399 | $2.29M | 0.43% | +15,399 | New |
| Princeton Global Asset Management LLC | 15,389 | $2.29M | 0.54% | −452−2.9% | Reduced |
| Redmond Asset Management, LLC | 15,357 | $2.28M | 0.73% | +4,336+39.3% | Added |
| KLCM Advisors, Inc. | 15,300 | $2.27M | 0.29% | −29−0.2% | Reduced |
| Ossiam | 15,277 | $2.27M | 0.04% | −29,342−65.8% | Reduced |
| Searle & Co. | 15,271 | $2.27M | 0.58% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 15,219 | $2.26M | 2.12% | +15,219 | New |
| Shoker Investment Counsel, Inc. | 15,270 | $2.25M | 0.80% | −60.0% | Reduced |
| Trust Co of Toledo NA | 15,152 | $2.25M | 0.35% | −328−2.1% | Reduced |
| Charter Research & Investment Group, Inc. | 15,143 | $2.25M | 1.78% | −70.0% | Reduced |
| Addison Capital Co | 15,121 | $2.25M | 1.12% | +1,107+7.9% | Added |
| Caldwell Trust Co | 15,090 | $2.24M | 0.26% | −23,471−60.9% | Reduced |
| Harbour Investment Management LLC | 15,070 | $2.24M | 1.05% | +77+0.5% | Added |
| AIA Group Ltd | 14,968 | $2.22M | 0.07% | +8,464+130.1% | Added |
| Bonness Enterprises Inc | 14,950 | $2.22M | 0.80% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 14,880 | $2.21M | 0.02% | −10−0.1% | Reduced |
| Eudaimonia Partners, LLC | 14,867 | $2.21M | 0.53% | −822−5.2% | Reduced |
| Investmark Advisory Group LLC | 14,849 | $2.21M | 1.21% | +36+0.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,760 | $2.19M | 1.15% | +341+2.4% | Added |
| Clearstead Advisors, LLC | 14,507 | $2.18M | 0.11% | +204+1.4% | Added |
| Banque Pictet & Cie SA | 14,668 | $2.18M | 0.02% | +2,400+19.6% | Added |
| Ballentine Partners, LLC | 14,664 | $2.18M | 0.04% | −500−3.3% | Reduced |
| Advisors Capital Management, LLC | 14,649 | $2.18M | 0.04% | −95−0.6% | Reduced |
| BFSG, LLC | 14,602 | $2.17M | 0.29% | −361−2.4% | Reduced |
| Richard Bernstein Advisors LLC | 14,590 | $2.17M | 0.05% | 00.0% | Unchanged |
| Towercrest Capital Management | 14,579 | $2.17M | 0.37% | −10−0.1% | Reduced |
| Equitable Holdings, Inc. | 14,476 | $2.15M | 0.02% | −2,476−14.6% | Reduced |
| Mutual Advisors, LLC | 14,427 | $2.14M | 0.07% | +1,972+15.8% | Added |
| Park National Corp | 14,412 | $2.14M | 0.08% | −5,008−25.8% | Reduced |
| BTC Capital Management, Inc. | 14,396 | $2.14M | 0.20% | +14,396 | New |
| Silvercrest Asset Management Group LLC | 14,377 | $2.14M | 0.01% | −3,367−19.0% | Reduced |
| Tradition Wealth Management, LLC | 14,352 | $2.13M | 0.22% | −359−2.4% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $2.13M | 1.47% | 00.0% | Unchanged |