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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 9,291 | $1.27M | 0.10% | +178+2.0% | Added |
| Van Hulzen Asset Management, LLC | 9,345 | $1.28M | 0.09% | −150−1.6% | Reduced |
| Midland Wealth Advisors LLC | 9,359 | $1.28M | 0.08% | −518−5.2% | Reduced |
| Aberdeen Wealth Management LLC | 9,371 | $1.28M | 0.87% | −407−4.2% | Reduced |
| Accordant Advisory Group Inc | 9,476 | $1.30M | 1.23% | +335+3.7% | Added |
| Aptus Capital Advisors, LLC | 9,509 | $1.30M | 0.02% | +648+7.3% | Added |
| ForthRight Wealth Management, LLC | 9,535 | $1.30M | 0.47% | +10.0% | Added |
| Capital Advisors Inc | 9,545 | $1.31M | 0.03% | −542−5.4% | Reduced |
| Strategic Advisors LLC | 9,581 | $1.31M | 0.25% | −1,839−16.1% | Reduced |
| Access Financial Services, Inc. | 9,582 | $1.31M | 0.60% | −21−0.2% | Reduced |
| Goldstone Financial Group, LLC | 9,629 | $1.32M | 0.26% | +3,162+48.9% | Added |
| Neville Rodie & Shaw Inc | 9,635 | $1.32M | 0.10% | −350−3.5% | Reduced |
| NBC Securities, Inc. | 9,671 | $1.32M | 0.12% | −103−1.1% | Reduced |
| Harvest Investment Advisors, LLC | 9,675 | $1.32M | 0.98% | +40+0.4% | Added |
| Moneywise, Inc. | 9,688 | $1.33M | 0.70% | 00.0% | Unchanged |
| Greenleaf Trust | 9,706 | $1.33M | 0.01% | −2,495−20.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.33M | 0.89% | 00.0% | Unchanged |
| Clean Yield Group | 9,754 | $1.33M | 0.50% | +1,952+25.0% | Added |
| Pensionmark Financial Group, LLC | 9,839 | $1.35M | 0.08% | +3,177+47.7% | Added |
| Insigneo Advisory Services, LLC | 10,687 | $1.35M | 0.15% | −378−3.4% | Reduced |
| Paloma Partners Management Co | 9,850 | $1.35M | 0.12% | −19,719−66.7% | Reduced |
| Blueshift Asset Management, LLC | 9,852 | $1.35M | 0.45% | −867−8.1% | Reduced |
| SageView Advisory Group, LLC | 9,917 | $1.36M | 0.06% | +8,194+475.6% | Added |
| King Luther Capital Management Corp | 9,926 | $1.36M | 0.01% | −5,817−36.9% | Reduced |
| Valley National Advisers Inc | 9,953 | $1.36M | 0.20% | −145−1.4% | Reduced |
| Modus Advisors, LLC | 9,969 | $1.36M | 0.48% | −295−2.9% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.37M | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 10,003 | $1.37M | 0.14% | −3,410−25.4% | Reduced |
| Cora Capital Advisors LLC | 10,009 | $1.37M | 0.71% | +19+0.2% | Added |
| Catalytic Wealth RIA, LLC | 10,034 | $1.37M | 0.27% | −496−4.7% | Reduced |
| Intrua Financial, LLC | 10,065 | $1.38M | 0.22% | −603−5.7% | Reduced |
| Cullen Investment Group, Ltd. | 10,109 | $1.38M | 0.22% | +188+1.9% | Added |
| Matrix Trust Co | 10,137 | $1.39M | 0.31% | +292+3.0% | Added |
| Brown Miller Wealth Management, LLC | 10,159 | $1.39M | 0.58% | +762+8.1% | Added |
| AMG National Trust Bank | 10,210 | $1.40M | 0.04% | +642+6.7% | Added |
| Jefferies Financial Group Inc. | 10,259 | $1.40M | 0.03% | −10,498−50.6% | Reduced |
| PFC Capital Group, Inc. | 10,270 | $1.41M | 0.70% | −1,900−15.6% | Reduced |
| Old Port Advisors | 10,267 | $1.41M | 0.42% | +166+1.6% | Added |
| Cim, LLC | 11,032 | $1.41M | 0.21% | +1,140+11.5% | Added |
| Mitchell Sinkler & Starr | 9,730 | $1.41M | 0.36% | −660−6.4% | Reduced |
| Pensionfund Sabic | 10,300 | $1.41M | 0.42% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 10,384 | $1.42M | 0.07% | −504−4.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,404 | $1.42M | 0.09% | +633+6.5% | Added |
| Beacon Financial Advisory LLC | 10,448 | $1.43M | 0.53% | +10,448 | New |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.44M | 0.40% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 10,513 | $1.44M | 0.21% | −7,754−42.4% | Reduced |
| Heritage Wealth Management, Inc. | 10,559 | $1.44M | 0.48% | +10,559 | New |
| Twin City Private Wealth, LLC | 10,525 | $1.44M | 1.36% | +411+4.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,539 | $1.44M | 0.07% | −3,471−24.8% | Reduced |
| South State Corp. | 10,583 | $1.45M | 0.11% | −626−5.6% | Reduced |
| First Nebraska Trust Co | 10,632 | $1.45M | 0.15% | +7,003+193.0% | Added |
| Green Square Capital Advisors LLC | 10,663 | $1.46M | 0.20% | −785−6.9% | Reduced |
| Mechanics Bank Trust Department | 10,714 | $1.47M | 0.21% | −1,090−9.2% | Reduced |
| Meeder Advisory Services, Inc. | 10,715 | $1.47M | 0.10% | +1,755+19.6% | Added |
| Centiva Capital, LP | 10,724 | $1.47M | 0.07% | +10,724 | New |
| Fortis Advisors, LLC | 10,763 | $1.47M | 1.04% | −5,490−33.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 10,777 | $1.47M | 0.98% | +2,327+27.5% | Added |
| Resonant Capital Advisors, LLC | 10,801 | $1.48M | 0.12% | +487+4.7% | Added |
| Argent Advisors, Inc. | 10,833 | $1.48M | 0.59% | +898+9.0% | Added |
| Wimmer Associates 1, LLC | 10,959 | $1.50M | 0.77% | −190−1.7% | Reduced |
| City Holding Co | 10,965 | $1.50M | 0.22% | −1,290−10.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,666 | $1.51M | 0.59% | −134−1.1% | Reduced |
| Inceptionr LLC | 11,027 | $1.51M | 0.43% | +6,565+147.1% | Added |
| Capital International Inc | 11,089 | $1.52M | 0.02% | +2,098+23.3% | Added |
| Guidance Capital, Inc | 11,648 | $1.52M | 0.50% | +687+6.3% | Added |
| Northeast Financial Consultants Inc | 11,179 | $1.53M | 0.07% | −1,775−13.7% | Reduced |
| Hedges Asset Management LLC | 11,200 | $1.53M | 1.10% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 11,230 | $1.54M | 1.04% | +755+7.2% | Added |
| Bradley Foster & Sargent Inc | 11,242 | $1.54M | 0.03% | −288−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 11,282 | $1.54M | 0.13% | −4,850−30.1% | Reduced |
| Coldstream Capital Management Inc | 11,285 | $1.54M | 0.04% | −972−7.9% | Reduced |
| Nemes Rush Group LLC | 11,309 | $1.55M | 0.21% | +16+0.1% | Added |
| Harbour Investments, Inc. | 11,317 | $1.55M | 0.05% | +1,034+10.1% | Added |
| Quilter Plc | 11,338 | $1.55M | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 11,392 | $1.56M | 0.07% | −383−3.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,429 | $1.56M | 1.06% | +56+0.5% | Added |
| Profund Advisors LLC | 11,446 | $1.57M | 0.06% | −71−0.6% | Reduced |
| Wealth Management Partners, LLC | 11,525 | $1.58M | 0.77% | +1,428+14.1% | Added |
| Arvest Investments, Inc. | 11,549 | $1.58M | 0.25% | −477−4.0% | Reduced |
| Ridgewood Investments LLC | 11,643 | $1.59M | 0.80% | +2,482+27.1% | Added |
| IHT Wealth Management, LLC | 11,685 | $1.60M | 0.06% | −575−4.7% | Reduced |
| We Are One Seven, LLC | 11,689 | $1.60M | 0.08% | −1,290−9.9% | Reduced |
| Occudo Quantitative Strategies LP | 11,703 | $1.60M | 0.28% | −6,103−34.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 11,707 | $1.60M | 0.37% | +423+3.7% | Added |
| Montag A & Associates Inc | 11,727 | $1.60M | 0.08% | +99+0.9% | Added |
| Kerusso Capital Management LLC | 11,783 | $1.61M | 1.17% | +11,783 | New |
| Legacy Advisors, LLC | 11,800 | $1.61M | 0.20% | −816−6.5% | Reduced |
| Gifford Fong Associates | 11,800 | $1.61M | 0.43% | 00.0% | Unchanged |
| Change Path, LLC | 11,812 | $1.62M | 0.08% | −1,619−12.1% | Reduced |
| Davis R M Inc | 11,838 | $1.62M | 0.03% | +483+4.3% | Added |
| First National Advisers, LLC | 11,862 | $1.62M | 0.30% | +964+8.8% | Added |
| Sumitomo Life Insurance Co | 11,891 | $1.63M | 0.04% | −1,522−11.3% | Reduced |
| RFG Advisory, LLC | 11,921 | $1.63M | 0.05% | +5,462+84.6% | Added |
| Stevens Capital Management LP | 11,953 | $1.64M | 0.55% | +11,953 | New |
| Carmel Capital Partners, LLC | 11,959 | $1.64M | 0.69% | +3,893+48.3% | Added |
| Strengthening Families & Communities, LLC | 11,965 | $1.64M | 0.47% | +11,965 | New |
| Stone Point Wealth LLC | 12,004 | $1.64M | 0.59% | −623−4.9% | Reduced |
| Central Trust Co | 12,030 | $1.65M | 0.04% | −705−5.5% | Reduced |
| PFG Investments, LLC | 12,045 | $1.65M | 0.12% | +1,115+10.2% | Added |
| Slow Capital, Inc. | 12,075 | $1.65M | 0.27% | −239−1.9% | Reduced |