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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 12,084 | $1.65M | 0.74% | −89−0.7% | Reduced |
| L.M. Kohn & Company | 12,118 | $1.66M | 0.45% | −506−4.0% | Reduced |
| Summit X, LLC | 12,183 | $1.67M | 0.38% | +2,317+23.5% | Added |
| Farther Finance Advisors, LLC | 12,324 | $1.68M | 0.08% | +2,570+26.3% | Added |
| Wetherby Asset Management Inc | 12,253 | $1.68M | 0.08% | −1,129−8.4% | Reduced |
| Hunter Associates Investment Management LLC | 12,268 | $1.68M | 0.28% | −555−4.3% | Reduced |
| Banque Pictet & Cie SA | 12,268 | $1.68M | 0.02% | −2,400−16.4% | Reduced |
| Concord Asset Management, LLC | 12,289 | $1.68M | 0.42% | +1,347+12.3% | Added |
| Auto-Owners Insurance Co | 12,300 | $1.68M | 0.04% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 12,299 | $1.68M | 0.08% | +12,299 | New |
| Level Four Advisory Services, LLC | 12,328 | $1.69M | 0.08% | +1,555+14.4% | Added |
| Roundview Capital LLC | 12,328 | $1.69M | 0.13% | −5,347−30.3% | Reduced |
| Diversify Wealth Management, LLC | 13,399 | $1.69M | 0.21% | +13,399 | New |
| Mengis Capital Management, Inc. | 12,341 | $1.69M | 0.34% | −175−1.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,357 | $1.69M | 0.04% | −279−2.2% | Reduced |
| Spire Wealth Management | 12,385 | $1.69M | 0.06% | +726+6.2% | Added |
| Garner Asset Management Corp | 12,452 | $1.70M | 0.83% | +2,734+28.1% | Added |
| Brighton Jones LLC | 12,468 | $1.71M | 0.06% | +995+8.7% | Added |
| Banco Santander, S.A. | 12,517 | $1.71M | 0.02% | +281+2.3% | Added |
| MWA Asset Management | 12,577 | $1.72M | 1.23% | −557−4.2% | Reduced |
| Vident Advisory, LLC | 12,599 | $1.72M | 0.05% | +6,004+91.0% | Added |
| Mill Capital Management, LLC | 12,600 | $1.72M | 0.14% | −1,500−10.6% | Reduced |
| Cordatus Wealth Management LLC | 12,606 | $1.73M | 0.65% | +12,606 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,618 | $1.73M | 0.02% | −542−4.1% | Reduced |
| Central Pacific Bank - Trust Division | 12,624 | $1.73M | 0.21% | −651−4.9% | Reduced |
| Mission Wealth Management, LP | 12,730 | $1.74M | 0.05% | −789−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 12,753 | $1.75M | 0.02% | +1,094+9.4% | Added |
| Wolverine Trading, LLC | 12,757 | $1.75M | 0.03% | +12,757 | New |
| Sage Mountain Advisors LLC | 12,805 | $1.75M | 0.16% | −49−0.4% | Reduced |
| Excalibur Management Corp | 12,826 | $1.76M | 0.72% | +646+5.3% | Added |
| Convergence Investment Partners, LLC | 12,865 | $1.76M | 0.51% | +6,878+114.9% | Added |
| Leonteq Securities AG | 12,869 | $1.76M | 0.25% | +8,331+183.6% | Added |
| Alerus Financial NA | 12,892 | $1.76M | 0.13% | +12,892 | New |
| Loudon Investment Management, LLC | 12,905 | $1.77M | 1.04% | +1,700+15.2% | Added |
| Global Retirement Partners, LLC | 12,955 | $1.77M | 0.06% | +2,322+21.8% | Added |
| Park National Corp | 12,971 | $1.78M | 0.07% | −1,441−10.0% | Reduced |
| Cypress Capital, LLC | 13,012 | $1.78M | 0.49% | +169+1.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 13,017 | $1.78M | 0.38% | 00.0% | Unchanged |
| Forte Capital LLC | 13,046 | $1.79M | 0.22% | −254−1.9% | Reduced |
| V-Square Quantitative Management LLC | 13,126 | $1.80M | 0.29% | +1,051+8.7% | Added |
| Balyasny Asset Management LLC | 13,130 | $1.80M | 0.00% | +13,130 | New |
| Moors & Cabot, Inc. | 13,162 | $1.80M | 0.10% | −992−7.0% | Reduced |
| Concentric Capital Strategies, LP | 13,168 | $1.80M | 0.11% | +13,168 | New |
| Carson Advisory Inc. | 13,174 | $1.80M | 1.26% | +3,354+34.2% | Added |
| Sigma Planning Corp | 13,193 | $1.81M | 0.06% | −902−6.4% | Reduced |
| Royal Fund Management, LLC | 13,211 | $1.81M | 0.24% | −2,482−15.8% | Reduced |
| Aull & Monroe Investment Management Corp | 13,247 | $1.81M | 0.89% | −159−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 13,250 | $1.81M | 0.14% | +2,414+22.3% | Added |
| Institute for Wealth Management, LLC. | 13,274 | $1.82M | 0.24% | +330+2.5% | Added |
| Bristlecone Advisors, LLC | 13,307 | $1.82M | 0.16% | −48−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,313 | $1.82M | 0.04% | −155−1.2% | Reduced |
| Petredis Investment Advisors LLC | 13,316 | $1.82M | 0.20% | −129−1.0% | Reduced |
| Stoneridge Investment Partners LLC | 13,324 | $1.82M | 0.69% | −550−4.0% | Reduced |
| Concord Wealth Partners | 13,443 | $1.84M | 0.32% | +254+1.9% | Added |
| Gries Financial LLC | 13,508 | $1.85M | 0.38% | −536−3.8% | Reduced |
| WT Wealth Management | 13,510 | $1.85M | 0.63% | +86+0.6% | Added |
| Ballentine Partners, LLC | 13,518 | $1.85M | 0.03% | −1,146−7.8% | Reduced |
| Herbst Group, LLC | 13,590 | $1.86M | 1.13% | +13,590 | New |
| Horst & Graben Wealth Management LLC | 13,591 | $1.86M | 0.36% | −102−0.7% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.86M | 0.50% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 13,612 | $1.86M | 0.17% | −784−5.4% | Reduced |
| Camden Capital, LLC | 13,613 | $1.86M | 0.15% | −243−1.8% | Reduced |
| Hilltop Holdings Inc. | 13,630 | $1.87M | 0.22% | +379+2.9% | Added |
| Rossmore Private Capital | 13,703 | $1.87M | 0.25% | −357−2.5% | Reduced |
| Rockland Trust Co | 13,676 | $1.87M | 0.10% | +162+1.2% | Added |
| Portside Wealth Group, LLC | 13,684 | $1.87M | 0.36% | −2,103−13.3% | Reduced |
| Corbyn Investment Management Inc | 13,698 | $1.87M | 0.77% | −73−0.5% | Reduced |
| Little House Capital LLC | 13,845 | $1.89M | 0.59% | +3,817+38.1% | Added |
| Virginia Wealth Management Group, Inc. | 13,868 | $1.90M | 1.56% | −22−0.2% | Reduced |
| Machina Capital S.A.S. | 13,917 | $1.90M | 0.85% | +13,917 | New |
| StoneX Group Inc. | 13,972 | $1.91M | 0.15% | −1,996−12.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 14,067 | $1.93M | 1.45% | −10.0% | Reduced |
| Axq Capital, LP | 14,069 | $1.93M | 0.45% | +14,069 | New |
| Tradition Wealth Management, LLC | 14,088 | $1.93M | 0.19% | −264−1.8% | Reduced |
| NorthRock Partners, LLC | 14,121 | $1.93M | 0.07% | +1,334+10.4% | Added |
| Clear Rock Advisors, LLC | 14,157 | $1.94M | 0.83% | +289+2.1% | Added |
| Foundations Investment Advisors, LLC | 14,209 | $1.94M | 0.05% | +3,449+32.1% | Added |
| Advisory Services & Investments, LLC | 14,339 | $1.96M | 1.36% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 14,349 | $1.96M | 0.04% | +823+6.1% | Added |
| Ieq Capital, LLC | 14,352 | $1.96M | 0.03% | +1,532+12.0% | Added |
| Horizon Investments, LLC | 14,359 | $1.97M | 0.05% | −2,286−13.7% | Reduced |
| Sterneck Capital Management, LLC | 14,397 | $1.97M | 1.12% | +1,146+8.6% | Added |
| Arvest Trust Co N A | 14,504 | $1.98M | 0.12% | −1,060−6.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,530 | $1.99M | 1.89% | +6,073+71.8% | Added |
| Equitable Holdings, Inc. | 14,549 | $1.99M | 0.02% | +73+0.5% | Added |
| Independent Financial Group, LLC | 14,571 | $1.99M | 0.08% | +4,894+50.6% | Added |
| Towercrest Capital Management | 14,579 | $2.00M | 0.33% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 14,593 | $2.00M | 0.04% | +30.0% | Added |
| Perpetual Ltd | 14,729 | $2.02M | 0.02% | +6,322+75.2% | Added |
| Charter Research & Investment Group, Inc. | 14,730 | $2.02M | 1.59% | −413−2.7% | Reduced |
| Silvercrest Asset Management Group LLC | 14,810 | $2.03M | 0.01% | +433+3.0% | Added |
| Prime Capital Investment Advisors, LLC | 14,824 | $2.03M | 0.03% | −1,374−8.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 14,880 | $2.04M | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14,885 | $2.04M | 0.29% | −267−1.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,929 | $2.04M | 1.08% | +169+1.1% | Added |
| Bonness Enterprises Inc | 14,950 | $2.05M | 0.75% | 00.0% | Unchanged |
| Addison Capital Co | 15,041 | $2.06M | 0.89% | −80−0.5% | Reduced |
| CAPROCK Group, Inc. | 15,077 | $2.06M | 0.08% | +2,815+23.0% | Added |
| Apollon Wealth Management, LLC | 15,086 | $2.06M | 0.06% | −2,571−14.6% | Reduced |
| Harbour Investment Management LLC | 15,090 | $2.07M | 0.95% | +20+0.1% | Added |