Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding United Parcel Service Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of UPS: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2,220362,182−2
Shares513.1M2.62M518.2M+7.76M (+1.5%)
Value$76.3B$388.5M$71.0B−$4.92B (−6.5%)

36 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held United Parcel Service Inc at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 160 by value.

Institutions new to UPS in Q2 2024
InstitutionSharesValue% of portfolio
Maj Invest Holding A/S464,779$63.6M1.77%
J. Safra Sarasin Holding AG432,020$59.1M1.08%
Capital Fund Management S.A.405,281$55.5M0.63%
Arrowstreet Capital, Limited Partnership266,421$36.5M0.03%
Aquatic Capital Management LLC220,100$30.1M1.11%
Twin Tree Management, LP198,211$27.1M0.80%
Corebridge Financial, Inc.180,759$24.7M0.14%
Moore Capital Management, LP164,423$22.5M0.49%
Sanctuary Advisors, LLC137,601$20.3M0.15%
Kimelman & Baird, LLC138,995$19.0M1.57%
Scopus Asset Management, L.P.135,000$18.5M0.58%
Worldquant Millennium Advisors LLC121,158$16.6M0.15%
DDD Partners, LLC114,242$15.6M1.81%
Mirae Asset Global ETFs Holdings Ltd.103,476$14.2M0.03%
Fullcircle Wealth LLC109,290$14.0M6.89%
Grantham, Mayo, Van Otterloo & Co. LLC97,527$13.3M0.05%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)93,008$12.7M0.14%
Mizuho Securities USA LLC56,243$7.70M0.17%
Lee Danner & Bass Inc51,532$7.05M0.54%
Teza Capital Management LLC37,723$5.16M0.63%
Readystate Asset Management LP37,663$5.15M0.24%
Strategic Financial Concepts, LLC47,721$3.93M0.01%
Point72 (DIFC) Ltd27,148$3.72M0.33%
Neo Ivy Capital Management26,992$3.69M0.72%
Omers Administration Corp25,077$3.43M0.03%
Lecap Asset Management Ltd23,736$3.25M0.70%
Drucker Wealth 3.0, LLC22,607$3.09M0.82%
Quantbot Technologies LP21,818$2.99M0.14%
Deane Retirement Strategies, Inc.21,819$2.98M1.53%
BDF-Gestion21,254$2.91M0.28%
Graham Capital Management, L.P.20,278$2.78M0.10%
Inspire Trust Co, N.A.19,291$2.64M0.87%
Point72 Hong Kong Ltd19,226$2.63M0.16%
Coppell Advisory Solutions LLC18,815$2.57M0.42%
Beech Hill Advisors, Inc.18,285$2.50M1.03%
Twin Capital Management Inc17,303$2.37M0.28%
Axq Capital, LP14,069$1.93M0.45%
Machina Capital S.A.S.13,917$1.90M0.85%
Herbst Group, LLC13,590$1.86M1.13%
Concentric Capital Strategies, LP13,168$1.80M0.11%
Balyasny Asset Management LLC13,130$1.80M0.00%
Alerus Financial NA12,892$1.76M0.13%
Wolverine Trading, LLC12,757$1.75M0.03%
Cordatus Wealth Management LLC12,606$1.73M0.65%
Diversify Wealth Management, LLC13,399$1.69M0.21%
MUFG Securities EMEA plc12,299$1.68M0.08%
Strengthening Families & Communities, LLC11,965$1.64M0.47%
Stevens Capital Management LP11,953$1.64M0.55%
Kerusso Capital Management LLC11,783$1.61M1.17%
Centiva Capital, LP10,724$1.47M0.07%
Heritage Wealth Management, Inc.10,559$1.44M0.48%
Beacon Financial Advisory LLC10,448$1.43M0.53%
BlueChip Wealth Advisors LLC9,250$1.27M0.75%
Sherbrooke Park Advisers LLC8,419$1.15M0.20%
Quest Partners LLC8,388$1.15M0.16%
Eisler Capital (US) LLC8,356$1.14M0.22%
CFS Investment Advisory Services, LLC8,029$1.10M0.09%
Crescent Grove Advisors, LLC7,668$1.05M0.11%
Axiom Advisory, LLC6,726$962.9K0.01%
Fifth Third Wealth Advisors LLC6,964$953.0K0.07%
Easterly Investment Partners LLC6,774$927.0K0.08%
Alan B. Lancz & Associates, Inc.6,770$926.5K0.92%
Kings Path Partners LLC6,605$903.9K0.43%
Nomura Holdings Inc6,584$901.0K0.01%
Modern Wealth Management, LLC5,978$818.1K0.06%
Palisade Capital Management LLC5,880$804.7K0.02%
AlphaStar Capital Management, LLC5,241$717.2K0.07%
IFG Advisory, LLC5,228$715.5K0.05%
Garda Capital Partners LP5,210$713.0K0.38%
CTC Alternative Strategies, Ltd.5,182$709.2K0.30%
Golden State Equity Partners5,033$688.8K0.14%
Agf Management Ltd4,543$621.7K0.00%
Tradewinds, LLC.4,406$603.0K0.19%
Aigen Investment Management, LP4,273$584.8K0.11%
Revolve Wealth Partners, LLC4,262$583.3K0.10%
Kovack Advisors, Inc.4,164$569.8K0.06%
Strategic Investment Solutions, Inc.4,337$565.5K0.18%
Guardian Investment Management4,075$557.7K0.41%
Ceera Investments, LLC3,936$538.6K0.23%
Thurston, Springer, Miller, Herd & Titak, Inc.3,871$529.7K0.16%
AXS Investments LLC3,736$511.3K0.14%
Ellis Investment Partners, LLC3,722$509.3K0.11%
Sax Wealth Advisors, LLC3,496$478.5K0.05%
Keebeck Alpha, LP3,430$469.4K0.35%
Prelude Capital Management, LLC3,381$462.7K0.04%
Marex Group plc3,119$426.8K0.01%
Mason & Associates, LLC3,023$413.7K0.14%
Heritage Oak Wealth Advisors LLC2,805$383.9K0.19%
nVerses Capital, LLC2,800$383.2K0.23%
Convergence Financial, LLC2,785$381.2K0.10%
Hyperion Partners, LLC2,668$365.1K0.26%
3Chopt Investment Partners, LLC2,649$362.5K0.11%
Fiduciary Financial Group, LLC2,456$361.8K0.09%
WCM Investment Management, LLC2,561$347.8K0.00%
Baltimore-Washington Financial Advisors, Inc.2,461$336.8K0.02%
San Luis Wealth Advisors LLC2,398$328.0K0.08%
Lynx Investment Advisory2,306$315.6K0.23%
Boothbay Fund Management, LLC2,182$298.6K0.01%
Strategic Wealth Designers2,173$295.4K0.04%
Veracity Capital LLC2,111$288.9K0.12%

Sold out (162)

Institutions that held United Parcel Service Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 162 by value.

Institutions that sold out of UPS in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Capital Research Global Investors803,496$119.4M
Interval Partners, LP606,195$90.1M
American International Group, Inc.183,189$27.2M
Texas Permanent School Fund150,002$22.3M
Marathon Asset Mgmt Ltd140,403$20.9M
Woodline Partners LP129,480$19.2M
Parkwood LLC63,503$9.44M
Simplex Trading, LLC62,262$9.25M
Formuepleje A/S59,837$8.89M
Executive Wealth Management, LLC53,635$7.92M
Hudson Bay Capital Management LP45,070$6.70M
HRT Financial LP42,245$6.28M
Kettle Hill Capital Management, LLC40,332$5.99M
Duality Advisers, LP35,232$5.24M
National Philanthropic Trust34,456$5.12M
Partners Capital Investment Group, LLP33,726$5.01M
Greystone Financial Group, LLC33,442$4.97M
Mirabella Financial Services LLP32,148$4.78M
Advent Capital Management30,000$4.46M
Metropolitan Life Insurance Co29,170$4.34M
Motley Fool Asset Management LLC28,508$4.24M
Tilson Financial Group, Inc.22,894$3.40M
Maverick Capital LtdSuperinvestorMaverick Capital20,025$2.98M
Sterling Investment Advisors, Ltd.19,804$2.94M
Argonautica Private Wealth Management, Inc18,053$2.68M
Lincoln National Corp16,823$2.50M
Radnor Capital Management, LLC15,806$2.35M
Lineweaver Wealth Advisors, LLC13,654$2.03M
Azzad Asset Management Inc13,276$1.97M
Balentine LLC13,043$1.94M
Tealwood Asset Management Inc12,537$1.86M
Financial Advisory Service, Inc.10,914$1.62M
Decatur Capital Management, Inc.10,877$1.62M
Houlihan Financial Resource Group, Ltd.10,430$1.55M
Illinois Municipal Retirement Fund10,265$1.53M
BlueCrest Capital Management Ltd9,055$1.35M
Entropy Technologies, LP8,895$1.32M
Financial Consulate, Inc8,549$1.27M
Private Portfolio Partners LLC8,519$1.27M
Alaethes Wealth LLC8,402$1.25M
Wolff Financial Management LLC7,515$1.12M
Bridgefront Capital, LLC6,979$1.04M
Fayez Sarofim & Co6,509$967.4K
Catalyst Funds Management Pty Ltd6,400$951.2K
Greenland Capital Management LP5,600$832.3K
Darwin Advisors, LLC4,878$725.0K
First Commonwealth Financial Corp4,709$699.9K
Delta Financial Group, Inc.4,605$684.0K
Silverleafe Capital Partners, LLC4,579$680.6K
Lombard Odier Asset Management (Switzerland) SA4,372$649.8K
Sutton Place Investors LLC4,256$632.6K
Cookson Peirce & Co Inc4,115$612.0K
Johnson & White Wealth Management, LLC4,094$608.0K
Wolverine Asset Management LLC3,970$590.1K
Lavaca Capital LLC3,839$570.6K
BluePath Capital Management, LLC3,837$570.2K
Nwam LLC3,798$558.6K
Accuvest Global Advisors3,708$551.0K
CoreCap Advisors, LLC3,630$539.6K
Central Valley Advisors, LLC3,515$522.5K
Bennett Associates Wealth Management3,046$452.7K
ASB Consultores, LLC2,922$434.3K
Passumpsic Savings Bank2,803$416.6K
Cornerstone Advisory, LLC2,745$408.0K
De Burlo Group Inc2,744$407.8K
Washington Trust Bank2,713$403.2K
Landscape Capital Management, L.L.C.2,675$397.6K
Navellier & Associates Inc2,610$387.9K
Wilkinson Global Asset Management LLC2,507$372.6K
Crestwood Advisors Group LLC2,474$367.8K
Grandview Asset Management LLC2,396$356.0K
Providence Wealth Advisors, LLC2,318$346.2K
OneAscent Financial Services LLC2,229$331.0K
Scientech Research LLC2,170$322.5K
Eight 31 Financial LLC2,162$321.3K
Patton Albertson Miller Group, LLC2,152$319.9K
Archetype Wealth Partners2,100$312.0K
Evoke Wealth, LLC2,086$310.1K
Aspiriant, LLC2,031$301.9K
Aviso Wealth Management2,024$300.8K
Alera Investment Advisors, LLC2,002$297.6K
Caerus Investment Advisors, LLC2,000$297.3K
Mission Creek Capital Partners, Inc.1,852$275.3K
First City Capital Management, Inc.1,848$274.7K
Capital Insight Partners, LLC1,810$269.0K
Pasadena Private Wealth, LLC1,790$266.0K
CBOE Vest Financial, LLC1,746$259.1K
Patten Group, Inc.1,728$256.8K
Cypress Asset Management Inc1,555$253.4K
Opus Capital Group, LLC1,701$253.0K
FourThought Financial Partners, LLC1,693$251.6K
Sierra Summit Advisors LLC1,680$249.7K
Titleist Asset Management, LLC1,678$249.4K
Braun-Bostich & Associates Inc.1,634$242.9K
Bulltick Wealth Management, LLC1,633$242.7K
Angeles Investment Advisors, LLC1,628$242.0K
Fulcrum Capital LLC1,622$241.1K
First Heartland Consultants, Inc.1,619$241.0K
Granite FO LLC1,887$240.0K
Integral Investment Advisors, Inc.1,628$239.9K

Not filed for Q2 2024 yet (36)

Institutions that held United Parcel Service Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,513,334$224.9M
InterOcean Capital Group, LLC319,915$47.5M
Manning & Napier Group, LLC145,816$21.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund142,141$21.1M
Stewart & Patten Co LLC114,167$17.0M
Degroof Petercam Asset Management109,300$16.2M
Coulter & Justus Financial Services, LLC62,333$9.26M
CWA Asset Management Group, LLC28,950$4.30M
Mango Investments LLC26,612$3.96M
Eaton Financial Holdings Company, LLC21,822$3.24M
Mango Five Family, Inc.16,628$2.47M
Coppell Advisory Solutions Corp.15,399$2.29M
Eudaimonia Partners, LLC14,867$2.21M
Caliber Wealth Management, LLC13,925$2.07M
Shell Asset Management Co11,594$1.59M
Watts Gwilliam & Co., LLC7,163$1.06M
American National Bank & Trust Co5,485$815.2K
Imprint Wealth LLC5,298$782.2K
Atlas Private Wealth Management4,277$635.7K
Cipher Capital LP4,257$632.7K
Grey Street Capital, LLC3,737$555.5K
Pflug Koory, LLC3,536$525.6K
Steward Partners Investment Solutions, LLC3,487$518.3K
Highlander Capital Management, LLC3,200$475.6K
Eudaimonia Advisors LLC2,641$392.5K
Executive Wealth Group LLC2,658$388.8K
Wilbanks Smith & Thomas Asset Management LLC2,558$380.1K
RIA Advisory Group LLC2,054$305.4K
Cambridge Trust Co1,863$276.9K
Centurion Wealth Management LLC1,791$266.2K
Norwood Financial Corp1,453$215.9K
Oracle Alpha Inc.1,358$201.8K
Credential Qtrade Securities Inc.1,020$151.6K
FSA Wealth Management LLC355$52.8K
Retirement Group, LLC156$23.2K
Cutler Group LP50$7.00K