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, 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
- −1 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
- 161
- 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 5,310 | $726.7K | 0.08% | +1,206+29.4% | Added |
| Kanawha Capital Management LLC | 5,313 | $727.1K | 0.06% | +1,248+30.7% | Added |
| Syon Capital LLC | 5,320 | $728.1K | 0.07% | −1,208−18.5% | Reduced |
| Hutner Capital Management Inc | 5,325 | $728.7K | 0.40% | −181−3.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,338 | $730.5K | 0.08% | +615+13.0% | Added |
| Mayflower Financial Advisors, LLC | 5,351 | $732.3K | 0.12% | −763−12.5% | Reduced |
| Choate Investment Advisors | 5,372 | $735.2K | 0.02% | −522−8.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,372 | $735.2K | 0.05% | −59−1.1% | Reduced |
| GAMMA Investing LLC | 5,394 | $738.2K | 0.10% | +2,111+64.3% | Added |
| Patriot Investment Management Inc. | 5,408 | $740.1K | 0.06% | −221−3.9% | Reduced |
| Fortem Financial Group, LLC | 5,413 | $740.8K | 0.32% | −659−10.9% | Reduced |
| Panagora Asset Management Inc | 5,426 | $742.5K | 0.00% | −2,513−31.7% | Reduced |
| Gladstone Institutional Advisory LLC | 5,432 | $743.4K | 0.04% | −359−6.2% | Reduced |
| Summit Trail Advisors, LLC | 5,441 | $744.5K | 0.02% | −946−14.8% | Reduced |
| Focus Financial Network, Inc. | 5,068 | $747.4K | 0.03% | −123−2.4% | Reduced |
| Main Street Financial Solutions, LLC | 5,517 | $754.9K | 0.07% | −482−8.0% | Reduced |
| Freestone Capital Holdings, LLC | 5,561 | $761.0K | 0.03% | −1,823−24.7% | Reduced |
| Joel Isaacson & Co., LLC | 5,561 | $761.0K | 0.04% | +327+6.2% | Added |
| Legacy Capital Wealth Partners, LLC | 5,619 | $769.0K | 0.20% | +488+9.5% | Added |
| Checchi Capital Advisers, LLC | 5,623 | $769.5K | 0.06% | −1,007−15.2% | Reduced |
| 1st Source Bank | 5,639 | $771.7K | 0.05% | −500−8.1% | Reduced |
| Harbor Investment Advisory, LLC | 5,642 | $772.1K | 0.08% | +11+0.2% | Added |
| Pinnacle West Asset Management, Inc. | 5,650 | $773.0K | 0.60% | +210+3.9% | Added |
| Winton Group Ltd | 5,680 | $777.3K | 0.05% | −20,059−77.9% | Reduced |
| Proequities, Inc. | 5,736 | $785.0K | 0.05% | +14+0.2% | Added |
| SevenBridge Financial Group, LLC | 6,314 | $786.0K | 0.17% | −144−2.2% | Reduced |
| Bangor Savings Bank | 5,748 | $786.6K | 0.08% | +302+5.5% | Added |
| Kingswood Wealth Advisors, LLC | 5,769 | $789.5K | 0.07% | −10−0.2% | Reduced |
| Wealth Quarterback LLC | 5,771 | $789.8K | 0.45% | +1,149+24.9% | Added |
| Investors Research Corp | 5,789 | $792.2K | 0.19% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,790 | $792.4K | 0.53% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $792.8K | 0.57% | – | – |
| Precedent Wealth Partners, LLC | 5,829 | $797.7K | 0.32% | +633+12.2% | Added |
| Symmetry Partners, LLC | 5,830 | $798.0K | 0.04% | −2,149−26.9% | Reduced |
| SeaCrest Wealth Management, LLC | 5,866 | $802.7K | 0.09% | −769−11.6% | Reduced |
| Schnieders Capital Management LLC | 5,871 | $803.4K | 0.16% | +18+0.3% | Added |
| Palisade Capital Management LLC | 5,880 | $804.7K | 0.02% | +5,880 | New |
| Mendel Money Management | 5,893 | $806.5K | 0.38% | −318−5.1% | Reduced |
| Boston Financial Mangement LLC | 5,940 | $813.0K | 0.03% | +77+1.3% | Added |
| Berkshire Asset Management LLC | 5,946 | $813.7K | 0.04% | +554+10.3% | Added |
| Hilltop Partners LLC | 5,962 | $816.0K | 0.30% | +434+7.9% | Added |
| Modern Wealth Management, LLC | 5,978 | $818.1K | 0.06% | +5,978 | New |
| Benjamin Edwards Inc | 5,988 | $819.0K | 0.16% | +10.0% | Added |
| DeDora Capital, Inc. | 6,008 | $822.2K | 0.25% | +126+2.1% | Added |
| Capital Square, LLC | 5,674 | $823.8K | 0.54% | +117+2.1% | Added |
| Virtu Financial LLC | 6,022 | $824.0K | 0.06% | −33,062−84.6% | Reduced |
| Tradewinds Capital Management, LLC | 6,035 | $825.9K | 0.24% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 6,046 | $827.4K | 0.15% | 00.0% | Unchanged |
| Fundamentun, LLC | 6,059 | $829.3K | 0.07% | −45−0.7% | Reduced |
| Acropolis Investment Management, LLC | 6,063 | $829.8K | 0.05% | +1,063+21.3% | Added |
| Principle Wealth Partners LLC | 6,065 | $830.0K | 0.06% | +1,343+28.4% | Added |
| First United Bank Trust | 6,070 | $830.7K | 0.31% | −175−2.8% | Reduced |
| Abbrea Capital, LLC | 6,084 | $833.0K | 0.11% | −254−4.0% | Reduced |
| Archford Capital Strategies, LLC | 6,102 | $835.0K | 0.14% | +101+1.7% | Added |
| TCG Advisory Services, LLC | 6,107 | $835.7K | 0.04% | −3,201−34.4% | Reduced |
| Barden Capital Management, Inc. | 6,121 | $836.7K | 0.79% | +328+5.7% | Added |
| Ingalls & Snyder LLC | 6,151 | $842.0K | 0.04% | −378−5.8% | Reduced |
| First Horizon Advisors, Inc. | 6,181 | $846.0K | 0.03% | +300+5.1% | Added |
| Berkeley Capital Partners, LLC | 6,188 | $846.8K | 0.25% | +267+4.5% | Added |
| Compass Wealth Management LLC | 6,235 | $853.3K | 0.21% | −670−9.7% | Reduced |
| Constitution Capital LLC | 6,264 | $857.2K | 0.45% | 00.0% | Unchanged |
| Family Asset Management, LLC | 6,379 | $873.0K | 0.56% | +75+1.2% | Added |
| First County Bank | 6,398 | $875.6K | 0.45% | −597−8.5% | Reduced |
| Intrust Bank NA | 6,421 | $878.7K | 0.09% | −1,485−18.8% | Reduced |
| Aviance Capital Partners, LLC | 6,445 | $882.0K | 0.13% | +51+0.8% | Added |
| Granite Investment Partners, LLC | 6,446 | $882.1K | 0.04% | −4,012−38.4% | Reduced |
| Lakewood Asset Management LLC | 6,455 | $883.4K | 0.62% | −121−1.8% | Reduced |
| Rothschild Investment LLC | 6,470 | $885.5K | 0.06% | +240+3.9% | Added |
| Gleason Group, Inc. | 6,496 | $889.0K | 0.18% | +77+1.2% | Added |
| Essex Savings Bank | 6,520 | $892.3K | 0.24% | −654−9.1% | Reduced |
| Access Investment Management LLC | 6,570 | $899.1K | 0.29% | +1,470+28.8% | Added |
| Nomura Holdings Inc | 6,584 | $901.0K | 0.01% | +6,584 | New |
| High Net Worth Advisory Group LLC | 6,596 | $902.7K | 0.27% | −750−10.2% | Reduced |
| Kings Path Partners LLC | 6,605 | $903.9K | 0.43% | +6,605 | New |
| Trust Investment Advisors | 6,615 | $905.3K | 0.58% | +187+2.9% | Added |
| Brown Capital Management LLC | 6,656 | $910.9K | 0.02% | +344+5.4% | Added |
| Castlekeep Investment Advisors LLC | 6,673 | $913.2K | 0.70% | −21−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,674 | $913.3K | 0.13% | +1,735+35.1% | Added |
| AIMZ Investment Advisors, LLC | 6,675 | $913.5K | 0.33% | −75−1.1% | Reduced |
| Coastal Investment Advisors, Inc. | 6,701 | $917.1K | 0.18% | −101−1.5% | Reduced |
| Investors Asset Management of Georgia Inc | 6,728 | $920.7K | 0.45% | +731+12.2% | Added |
| Diligent Investors, LLC | 6,764 | $925.6K | 0.23% | +33+0.5% | Added |
| SNS Financial Group, LLC | 6,769 | $926.3K | 0.10% | −10.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,770 | $926.5K | 0.92% | +6,770 | New |
| Marino, Stram & Associates LLC | 6,771 | $926.7K | 0.23% | +122+1.8% | Added |
| Easterly Investment Partners LLC | 6,774 | $927.0K | 0.08% | +6,774 | New |
| Spears Abacus Advisors LLC | 6,780 | $927.8K | 0.02% | −171−2.5% | Reduced |
| Washington Trust Co | 6,829 | $934.5K | 0.03% | −93−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,849 | $937.3K | 0.04% | −896−11.6% | Reduced |
| Alpha Omega Wealth Management LLC | 6,913 | $946.1K | 0.18% | +100+1.5% | Added |
| Lincoln Capital LLC | 6,932 | $948.7K | 0.21% | −301−4.2% | Reduced |
| Howland Capital Management LLC | 6,938 | $949.5K | 0.05% | −403−5.5% | Reduced |
| Colonial Trust Co | 6,951 | $951.2K | 0.17% | +299+4.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,964 | $953.0K | 0.07% | +6,964 | New |
| Hartford Financial Management Inc. | 7,000 | $958.0K | 0.21% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $958.0K | 0.18% | +6,999+699,900.0% | Added |
| Lazard Asset Management LLC | 7,022 | $960.0K | 0.00% | −95−1.3% | Reduced |
| Formidable Asset Management, LLC | 7,019 | $960.5K | 0.16% | −11−0.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,030 | $962.1K | 0.38% | +1,161+19.8% | Added |
| Axiom Advisory, LLC | 6,726 | $962.9K | 0.01% | +6,726 | New |