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 |
|---|---|---|---|---|---|
| Cladis Investment Advisory, LLC | 7,056 | $965.6K | 0.70% | +164+2.4% | Added |
| Group One Trading, L.P. | 7,065 | $966.8K | 0.03% | +2,632+59.4% | Added |
| Alpha DNA Investment Management LLC | 7,069 | $967.3K | 0.55% | +449+6.8% | Added |
| Clark Capital Management Group, Inc. | 7,090 | $970.3K | 0.01% | −59−0.8% | Reduced |
| Old Second National Bank of Aurora | 7,094 | $970.8K | 0.25% | −38−0.5% | Reduced |
| Impact Partnership Wealth, LLC | 7,163 | $980.3K | 0.26% | +1,179+19.7% | Added |
| Transamerica Financial Advisors, Inc. | 7,170 | $982.0K | 0.10% | 00.0% | Unchanged |
| Old National Bancorp | 7,176 | $982.0K | 0.02% | −2,443−25.4% | Reduced |
| Private Trust Co NA | 7,181 | $982.7K | 0.11% | +704+10.9% | Added |
| Nations Financial Group Inc, | 7,233 | $990.0K | 0.08% | +68+0.9% | Added |
| Noble Family Wealth, LLC | 7,275 | $995.6K | 0.29% | +245+3.5% | Added |
| Harrington Investments, INC | 7,278 | $996.0K | 0.56% | −80−1.1% | Reduced |
| Invesco, LLC | 7,285 | $997.0K | 0.42% | −60−0.8% | Reduced |
| Stableford Capital II LLC | 6,770 | $997.8K | 0.39% | +67+1.0% | Added |
| Csenge Advisory Group | 7,323 | $1.00M | 0.06% | −458−5.9% | Reduced |
| Raleigh Capital Management Inc. | 7,329 | $1.00M | 0.43% | −585−7.4% | Reduced |
| Taylor Hoffman Wealth Management | 7,403 | $1.01M | 0.41% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 7,366 | $1.01M | 0.20% | +96+1.3% | Added |
| Arnhold LLC | 7,370 | $1.01M | 0.11% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 7,375 | $1.01M | 0.28% | +608+9.0% | Added |
| Arden Trust Co | 7,401 | $1.01M | 0.14% | +274+3.8% | Added |
| Bollard Group LLC | 7,402 | $1.01M | 0.03% | +88+1.2% | Added |
| Cigna Investments Inc | 7,433 | $1.02M | 0.19% | −248−3.2% | Reduced |
| TrinityPoint Wealth, LLC | 7,434 | $1.02M | 0.16% | −319−4.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,435 | $1.02M | 0.26% | +11+0.1% | Added |
| Pittenger & Anderson Inc | 7,449 | $1.02M | 0.04% | −654−8.1% | Reduced |
| Westover Capital Advisors, LLC | 7,464 | $1.02M | 0.26% | −424−5.4% | Reduced |
| TFG Advisers LLC | 7,488 | $1.02M | 0.40% | −79−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 7,523 | $1.03M | 0.03% | −680−8.3% | Reduced |
| Trust Co of Virginia | 7,537 | $1.03M | 0.10% | −108−1.4% | Reduced |
| Harbour Trust & Investment Management Co | 7,559 | $1.03M | 0.12% | −138−1.8% | Reduced |
| OV Management LLC | 7,633 | $1.04M | 0.73% | +133+1.8% | Added |
| Crescent Grove Advisors, LLC | 7,668 | $1.05M | 0.11% | +7,668 | New |
| TCM Advisors, LLC | – | $1.05M | 0.92% | – | – |
| First Citizens Bank & Trust Co | 7,716 | $1.06M | 0.02% | +260+3.5% | Added |
| Ronald Blue Trust, Inc. | 7,109 | $1.06M | 0.01% | +810+12.9% | Added |
| Icon Wealth Advisors, LLC | 8,125 | $1.06M | 0.09% | −11,089−57.7% | Reduced |
| Dakota Wealth Management | 7,780 | $1.06M | 0.03% | −597−7.1% | Reduced |
| Amplius Wealth Advisors, LLC | 7,839 | $1.07M | 0.12% | −144−1.8% | Reduced |
| IFP Advisors, Inc | 5,081 | $1.07M | 0.04% | −2,050−28.7% | Reduced |
| Oxford Asset Management LLP | 7,841 | $1.07M | 1.06% | +3,254+70.9% | Added |
| Wealth Group, Ltd. | 7,850 | $1.07M | 0.77% | −391−4.7% | Reduced |
| Moloney Securities Asset Management, LLC | 7,865 | $1.08M | 0.16% | +370+4.9% | Added |
| Ameritas Investment Partners, Inc. | 7,867 | $1.08M | 0.04% | −145−1.8% | Reduced |
| Probity Advisors, Inc. | 7,871 | $1.08M | 0.22% | +703+9.8% | Added |
| Bigelow Investment Advisors, LLC | 7,873 | $1.08M | 0.51% | −118−1.5% | Reduced |
| Norway Savings Bank | 7,887 | $1.08M | 0.62% | −294−3.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,893 | $1.08M | 0.06% | −711−8.3% | Reduced |
| Silvant Capital Management LLC | 7,893 | $1.08M | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,894 | $1.08M | 0.07% | +108+1.4% | Added |
| Cedrus LLC | 7,897 | $1.08M | 0.54% | +60+0.8% | Added |
| Trust Co of Vermont | 7,940 | $1.09M | 0.06% | −399−4.8% | Reduced |
| CRA Financial Services, LLC | 7,961 | $1.09M | 0.22% | −219−2.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.09M | 0.34% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 8,025 | $1.10M | 0.98% | +2,468+44.4% | Added |
| CFS Investment Advisory Services, LLC | 8,029 | $1.10M | 0.09% | +8,029 | New |
| Keystone Financial Group | 8,044 | $1.10M | 0.39% | −55−0.7% | Reduced |
| Hexagon Capital Partners LLC | 8,046 | $1.10M | 0.24% | −1,096−12.0% | Reduced |
| Schechter Investment Advisors, LLC | 8,129 | $1.11M | 0.08% | +2,073+34.2% | Added |
| MSH Capital Advisors LLC | 8,167 | $1.12M | 0.37% | +125+1.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,175 | $1.12M | 0.72% | −1,250−13.3% | Reduced |
| Regal Investment Advisors LLC | 8,209 | $1.12M | 0.07% | −16−0.2% | Reduced |
| Jump Financial, LLC | 8,266 | $1.13M | 0.02% | −1,458−15.0% | Reduced |
| WSFS Capital Management, LLC | 8,317 | $1.14M | 0.06% | −884−9.6% | Reduced |
| Fiduciary Trust Co | 8,356 | $1.14M | 0.02% | +438+5.5% | Added |
| Eisler Capital (US) LLC | 8,356 | $1.14M | 0.22% | +8,356 | New |
| Western Wealth Management, LLC | 8,368 | $1.15M | 0.08% | +471+6.0% | Added |
| SPC Financial, Inc. | 8,376 | $1.15M | 0.11% | −29−0.3% | Reduced |
| Quest Partners LLC | 8,388 | $1.15M | 0.16% | +8,388 | New |
| Beese Fulmer Investment Management, Inc. | 8,389 | $1.15M | 0.10% | −90−1.1% | Reduced |
| Sherbrooke Park Advisers LLC | 8,419 | $1.15M | 0.20% | +8,419 | New |
| First Bank & Trust | 8,444 | $1.16M | 0.24% | −869−9.3% | Reduced |
| Johnson Financial Group, Inc. | 8,486 | $1.16M | 0.06% | +1,676+24.6% | Added |
| Advance Capital Management, Inc. | 8,490 | $1.16M | 0.05% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 8,491 | $1.16M | 0.22% | −6−0.1% | Reduced |
| B&D White Capital Company, LLC | 8,500 | $1.16M | 0.24% | −3,300−28.0% | Reduced |
| Capital Wealth Planning, LLC | 8,531 | $1.17M | 0.01% | −3,361−28.3% | Reduced |
| Capital Investment Advisory Services, LLC | 8,553 | $1.17M | 0.12% | +98+1.2% | Added |
| LS Investment Advisors, LLC | 8,595 | $1.18M | 0.18% | +1,055+14.0% | Added |
| Legacy Financial Advisors, Inc. | 8,643 | $1.18M | 0.21% | +2,304+36.3% | Added |
| Parsons Capital Management Inc | 8,678 | $1.19M | 0.08% | −773−8.2% | Reduced |
| Cornerstone Wealth Management, LLC | 8,690 | $1.19M | 0.09% | +152+1.8% | Added |
| Buckingham Strategic Partners | 8,732 | $1.20M | 0.03% | +18+0.2% | Added |
| Applied Capital LLC | 8,784 | $1.20M | 1.05% | +200+2.3% | Added |
| Essex Financial Services, Inc. | 9,541 | $1.20M | 0.09% | +3,910+69.4% | Added |
| Canandaigua National Bank & Trust Co | 8,822 | $1.21M | 0.13% | −274−3.0% | Reduced |
| Voya Financial Advisors, Inc. | 8,959 | $1.22M | 0.14% | +277+3.2% | Added |
| Longfellow Investment Management Co LLC | 8,956 | $1.23M | 0.31% | +1,056+13.4% | Added |
| Venturi Wealth Management, LLC | 8,976 | $1.23M | 0.07% | +1,700+23.4% | Added |
| SOA Wealth Advisors, LLC. | 8,980 | $1.23M | 0.25% | −44−0.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 9,023 | $1.23M | 0.11% | +287+3.3% | Added |
| Ossiam | 9,026 | $1.24M | 0.02% | −6,251−40.9% | Reduced |
| Mirabaud Asset Management Ltd | 9,036 | $1.24M | 0.57% | +8+0.1% | Added |
| Fiduciary Group LLC | 9,095 | $1.24M | 0.13% | +1,885+26.1% | Added |
| Whittier Trust Co of Nevada Inc | 9,198 | $1.26M | 0.04% | −3,040−24.8% | Reduced |
| Ascension Asset Management LLC | 9,208 | $1.26M | 0.66% | −300−3.2% | Reduced |
| Stiles Financial Services Inc | 9,223 | $1.26M | 0.49% | +771+9.1% | Added |
| Court Place Advisors, LLC | 9,228 | $1.26M | 0.40% | −123−1.3% | Reduced |
| Corundum Group, Inc. | 9,249 | $1.27M | 0.49% | +1,940+26.5% | Added |
| BlueChip Wealth Advisors LLC | 9,250 | $1.27M | 0.75% | +9,250 | New |