United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in United Parcel Service Inc as of Jun 30, 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: 2,182; −2 vs. Q1 2024
Shares held: 518.2M; +7.76M (+1.5%) vs. Q1 2024
Total value: $71.0B; −$4.92B (−6.5%) vs. Q1 2024
New holders: 160; 848 more added
Sold out: 162; 927 more reduced

36 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 2,182 institutions

Value heldQ2 2024: $71.0B

Institutions holding UPS and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q1 2024.

Institutions holding UPS in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$13	0.00%	0	Unchanged
Oliver Lagore Vanvalin Investment Group	2	$213	0.00%	−164−98.8%	Reduced
Creative Capital Management Investments LLC	2	$274	0.00%	+2	New
Koesten, Hirschmann & Crabtree, INC.	2	$350	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	3	$411	0.00%	00.0%	Unchanged
Mattson Financial Services, LLC	3	$411	0.00%	+3	New
ClariVest Asset Management LLC	4	$543	0.00%	+4	New
Fairman Group, LLC	6	$821	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	6	$822	0.00%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	10	$1.00K	0.00%	−100−90.9%	Reduced
Ogorek Anthony Joseph	10	$1.00K	0.00%	−17−63.0%	Reduced
Vista Private Wealth Partners. LLC	8	$1.09K	0.00%	+8	New
Fairway Wealth LLC	11	$1.50K	0.00%	+11	New
Kozak & Associates, Inc.	11	$1.53K	0.00%	00.0%	Unchanged
Orion Capital Management LLC	14	$1.92K	0.00%	00.0%	Unchanged
Painted Porch Advisors LLC	16	$2.19K	0.00%	+16	New
PFG Private Wealth Management, LLC	17	$2.33K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	17	$2.33K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	20	$2.74K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	21	$2.87K	0.00%	00.0%	Unchanged
Avion Wealth	24	$3.00K	0.00%	−163−87.2%	Reduced
Sofos Investments, Inc.	23	$3.15K	0.00%	−168−88.0%	Reduced
New England Capital Financial Advisors LLC	24	$3.31K	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	25	$3.39K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	25	$3.42K	0.00%	00.0%	Unchanged
Custom Portfolio Group LLC	25	$3.42K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	25	$3.42K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	25	$3.42K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	26	$3.56K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	28	$3.83K	0.00%	00.0%	Unchanged
Howard Capital Management Group, LLC	28	$3.83K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	29	$3.94K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	31	$4.00K	0.00%	+31	New
1620 Investment Advisors, Inc.	30	$4.11K	0.00%	+30	New
Princeton Global Asset Management LLC	30	$4.11K	0.00%	−15,359−99.8%	Reduced
Newton One Investments LLC	31	$4.18K	0.00%	+1+3.3%	Added
Iron Horse Wealth Management, LLC	31	$4.24K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	31	$4.24K	0.00%	00.0%	Unchanged
Lam Group, Inc.	34	$4.65K	0.00%	00.0%	Unchanged
Tributary Capital Management, LLC	38	$5.20K	0.00%	+1+2.7%	Added
Aspect Partners, LLC	39	$5.34K	0.00%	−23−37.1%	Reduced
Estabrook Capital Management	40	$5.47K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	42	$5.75K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	43	$5.88K	0.01%	00.0%	Unchanged
True Wealth Design, LLC	43	$5.91K	0.00%	−23−34.8%	Reduced
Hoey Investments, Inc	45	$6.16K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	46	$6.23K	0.01%	+1+2.2%	Added
DiNuzzo Private Wealth, Inc.	49	$6.71K	0.00%	+4+8.9%	Added
PSI Advisors, LLC	49	$6.71K	0.00%	+21+75.0%	Added
Pineridge Advisors LLC	50	$6.84K	0.00%	−53−51.5%	Reduced
Nordwand Advisors, LLC	50	$6.84K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$6.84K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	50	$6.84K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	53	$7.25K	0.00%	−86−61.9%	Reduced
HighMark Wealth Management LLC	54	$7.39K	0.00%	00.0%	Unchanged
Dakota Community Bank & Trust NA	55	$7.53K	0.04%	−5−8.3%	Reduced
McMahon Financial Advisors, LLC	56	$7.68K	0.00%	+56	New
Ibex Wealth Advisors	63	$8.57K	0.00%	−45,113−99.9%	Reduced
Insight Financial Services	65	$8.89K	0.01%	00.0%	Unchanged
BBJS Financial Advisors, LLC	65	$8.90K	0.00%	+65	New
Highline Wealth Partners LLC	68	$9.25K	0.00%	+11+19.3%	Added
FSC Wealth Advisors, LLC	70	$9.58K	0.01%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	71	$9.72K	0.00%	−13−15.5%	Reduced
Signature Resources Capital Management, LLC	71	$9.72K	0.01%	−3−4.1%	Reduced
Eukles Asset Management	73	$9.99K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	79	$10.0K	0.01%	−10−11.2%	Reduced
Costello Asset Management, INC	75	$10.3K	0.01%	+75	New
Olistico Wealth, LLC	75	$10.3K	0.01%	+75	New
NVWM, LLC	76	$10.4K	0.00%	−2,609−97.2%	Reduced
Moser Wealth Advisors, LLC	79	$10.8K	0.01%	00.0%	Unchanged
Citizens National Bank Trust Department	80	$10.9K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	83	$11.4K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	83	$11.4K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	86	$11.8K	0.01%	00.0%	Unchanged
Burkett Financial Services, LLC	89	$12.2K	0.01%	+1+1.1%	Added
Louisbourg Investments Inc.	90	$12.3K	0.00%	00.0%	Unchanged
Partnership Wealth Management, LLC	92	$12.6K	0.01%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	95	$13.0K	0.01%	+5+5.6%	Added
Family CFO Inc	100	$13.7K	0.01%	−300−75.0%	Reduced
Richardson Capital Management LLC	100	$13.7K	0.01%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	100	$13.7K	0.01%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	100	$13.7K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	100	$13.7K	0.00%	+50+100.0%	Added
HWG Holdings LP	100	$13.7K	0.01%	+100	New
Centennial Bank	100	$13.7K	0.01%	−24−19.4%	Reduced
Syntax Research, Inc.	101	$13.8K	0.01%	+101	New
AllSquare Wealth Management LLC	104	$14.2K	0.01%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	108	$14.8K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	109	$14.9K	0.00%	00.0%	Unchanged
Hanson & Doremus Investment Management	111	$15.0K	0.00%	−27−19.6%	Reduced
Triad Wealth Partners, LLC	111	$15.2K	0.01%	+111	New
Mowery & Schoenfeld Wealth Management, LLC	111	$15.2K	0.02%	+111	New
Spectrum Wealth Counsel, LLC	113	$15.5K	0.00%	00.0%	Unchanged
Caitlin John, LLC	115	$15.7K	0.01%	00.0%	Unchanged
Main Street Group, LTD	116	$15.8K	0.01%	−13−10.1%	Reduced
Fairfield Financial Advisors, LTD	120	$16.4K	0.01%	+120	New
Legend Financial Advisors, Inc.	121	$16.6K	0.01%	+83+218.4%	Added
Financial Freedom, LLC	125	$17.1K	0.01%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	128	$17.5K	0.01%	−356−73.6%	Reduced
First Community Trust NA	129	$17.7K	0.02%	00.0%	Unchanged