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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 15,149 | $2.07M | 0.08% | −1,486−8.9% | Reduced |
| KLCM Advisors, Inc. | 15,162 | $2.07M | 0.26% | −138−0.9% | Reduced |
| Searle & Co. | 15,232 | $2.08M | 0.49% | −39−0.3% | Reduced |
| Orca Investment Management, LLC | 15,278 | $2.09M | 2.00% | +59+0.4% | Added |
| Twin Lakes Capital Management, LLC | 15,290 | $2.09M | 1.43% | −1,771−10.4% | Reduced |
| Veriti Management LLC | 15,309 | $2.10M | 0.13% | −1,268−7.6% | Reduced |
| Lantz Financial LLC | 15,313 | $2.10M | 0.65% | −173−1.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 15,356 | $2.10M | 0.40% | +2,420+18.7% | Added |
| Paralel Advisors LLC | 15,358 | $2.10M | 0.10% | +5,489+55.6% | Added |
| Investmark Advisory Group LLC | 15,394 | $2.11M | 1.12% | +545+3.7% | Added |
| Tiaa Trust, National Association | 15,428 | $2.11M | 0.01% | −850−5.2% | Reduced |
| Auxier Asset Management | 15,482 | $2.12M | 0.34% | −38−0.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,499 | $2.12M | 0.46% | −747−4.6% | Reduced |
| Rehmann Capital Advisory Group | 15,616 | $2.14M | 0.15% | −459−2.9% | Reduced |
| United Community Bank | 15,775 | $2.16M | 0.87% | −5,303−25.2% | Reduced |
| Am Investment Strategies LLC | 15,816 | $2.16M | 0.53% | −140−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,837 | $2.17M | 0.10% | +79+0.5% | Added |
| Pathway Financial Advisers, LLC | 15,919 | $2.17M | 0.78% | −166−1.0% | Reduced |
| Palisade Asset Management, LLC | 15,847 | $2.17M | 0.22% | −3,382−17.6% | Reduced |
| Vise Technologies, Inc. | 15,948 | $2.18M | 0.38% | −7,840−33.0% | Reduced |
| Beacon Investment Advisors LLC | 15,974 | $2.19M | 1.12% | +4,092+34.4% | Added |
| Werlinich Asset Management, LLC | 16,160 | $2.20M | 1.37% | +60+0.4% | Added |
| Shoker Investment Counsel, Inc. | 16,061 | $2.20M | 0.78% | +791+5.2% | Added |
| Versor Investments LP | 16,077 | $2.20M | 0.41% | +13,409+502.6% | Added |
| Caldwell Trust Co | 16,137 | $2.21M | 0.24% | +1,047+6.9% | Added |
| Diversified Trust Co | 16,157 | $2.21M | 0.06% | +4,324+36.5% | Added |
| Investment Management Corp of Ontario | 16,176 | $2.21M | 0.06% | +4,500+38.5% | Added |
| Greenline Partners, LLC | 16,333 | $2.22M | 0.34% | −385−2.3% | Reduced |
| Redmond Asset Management, LLC | 16,304 | $2.23M | 0.73% | +947+6.2% | Added |
| Wahed Invest LLC | 16,444 | $2.25M | 0.45% | +2,273+16.0% | Added |
| Redwood Investment Management, LLC | 16,492 | $2.26M | 0.20% | +2,191+15.3% | Added |
| Cohen Investment Advisors LLC | 14,522 | $2.26M | 1.82% | −2,640−15.4% | Reduced |
| Sunbelt Securities, Inc. | 16,630 | $2.28M | 0.23% | +648+4.1% | Added |
| Cooper Financial Group | 16,642 | $2.28M | 0.33% | +9,976+149.7% | Added |
| Independence Bank of Kentucky | 16,679 | $2.28M | 0.61% | +1,212+7.8% | Added |
| Park Avenue Securities LLC | 16,680 | $2.28M | 0.03% | −1,221−6.8% | Reduced |
| Kinneret Advisory, LLC | 16,691 | $2.28M | 0.22% | −269−1.6% | Reduced |
| Headinvest, LLC | 16,718 | $2.29M | 0.45% | −15,123−47.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,801 | $2.30M | 0.04% | +5,156+44.3% | Added |
| Spinnaker Trust | 16,823 | $2.30M | 0.15% | −32,608−66.0% | Reduced |
| Miller Investment Management, LP | 16,859 | $2.31M | 0.28% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.31M | 0.98% | 00.0% | Unchanged |
| Savoie Capital LLC | 16,928 | $2.32M | 0.30% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 16,986 | $2.32M | 0.54% | +1,267+8.1% | Added |
| Hennessy Advisors Inc | 17,000 | $2.33M | 0.09% | −300−1.7% | Reduced |
| Sculati Wealth Management, LLC | 17,006 | $2.33M | 0.99% | +156+0.9% | Added |
| Trustmark National Bank Trust Department | 17,172 | $2.35M | 0.19% | −826−4.6% | Reduced |
| Adams Asset Advisors, LLC | 17,185 | $2.35M | 0.31% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 17,189 | $2.35M | 0.86% | +1,179+7.4% | Added |
| Cypress Capital Group | 17,192 | $2.35M | 0.28% | −704−3.9% | Reduced |
| Clearstead Advisors, LLC | 17,200 | $2.35M | 0.04% | +2,693+18.6% | Added |
| Kennon-Green & Company, LLC | 17,293 | $2.37M | 2.17% | +308+1.8% | Added |
| Twin Capital Management Inc | 17,303 | $2.37M | 0.28% | +17,303 | New |
| Plimoth Trust Co LLC | 17,311 | $2.37M | 0.63% | +43+0.2% | Added |
| Marks Group Wealth Management, Inc | 17,362 | $2.38M | 0.25% | +4,337+33.3% | Added |
| Fort Washington Investment Advisors Inc | 17,402 | $2.38M | 0.02% | −88−0.5% | Reduced |
| Wealthfront Advisers LLC | 17,476 | $2.39M | 0.01% | −1,551−8.2% | Reduced |
| Boyar Asset Management Inc. | 17,505 | $2.40M | 1.64% | −39−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,559 | $2.40M | 0.11% | +576+3.4% | Added |
| Oak Harbor Wealth Partners, LLC | 17,618 | $2.41M | 0.76% | +50.0% | Added |
| Zullo Investment Group, Inc. | 17,626 | $2.41M | 1.06% | +86+0.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,680 | $2.42M | 0.08% | +6,113+52.8% | Added |
| GYL Financial Synergies, LLC | 17,728 | $2.43M | 0.19% | +1,722+10.8% | Added |
| Frank, Rimerman Advisors LLC | 17,853 | $2.44M | 0.17% | +17,595+6,819.8% | Added |
| Exeter Financial, LLC | 17,880 | $2.45M | 1.17% | +1,890+11.8% | Added |
| Marion Wealth Management | 17,893 | $2.45M | 0.72% | −100−0.6% | Reduced |
| Slagle Financial, LLC | 17,932 | $2.45M | 1.26% | +1,383+8.4% | Added |
| Rodgers Brothers Inc. | 17,957 | $2.46M | 0.33% | +740+4.3% | Added |
| GHP Investment Advisors, Inc. | 18,160 | $2.49M | 0.12% | +766+4.4% | Added |
| Aspire Private Capital, LLC | 18,182 | $2.49M | 0.64% | −247−1.3% | Reduced |
| Beech Hill Advisors, Inc. | 18,285 | $2.50M | 1.03% | +18,285 | New |
| Pure Financial Advisors, Inc. | 18,309 | $2.51M | 0.07% | −164−0.9% | Reduced |
| Palouse Capital Management, Inc. | 18,319 | $2.51M | 1.68% | +4,955+37.1% | Added |
| SYSTM Wealth Solutions LLC | 18,348 | $2.51M | 0.56% | −21,652−54.1% | Reduced |
| Fulton Bank, N.A. | 18,428 | $2.52M | 0.10% | −1,190−6.1% | Reduced |
| Sheets Smith Wealth Management | 18,428 | $2.52M | 0.30% | −875−4.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 16,115 | $2.52M | 0.15% | −6,554−28.9% | Reduced |
| North Star Asset Management Inc | 18,485 | $2.53M | 0.12% | −2,850−13.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,493 | $2.53M | 0.02% | +12,101+189.3% | Added |
| Boomfish Wealth Group, LLC | 18,515 | $2.53M | 1.64% | +15+0.1% | Added |
| Northcape Wealth Management, LLC | 18,530 | $2.54M | 0.91% | +40.0% | Added |
| Stamos Capital Partners, L.P. | 18,580 | $2.54M | 0.54% | +1,710+10.1% | Added |
| Parallel Advisors, LLC | 18,601 | $2.55M | 0.07% | −905−4.6% | Reduced |
| Maltin Wealth Management, Inc. | 18,610 | $2.55M | 1.37% | +20.0% | Added |
| NBT Bank N A | 18,626 | $2.55M | 0.18% | −134−0.7% | Reduced |
| Americana Partners, LLC | 18,626 | $2.55M | 0.20% | +2,039+12.3% | Added |
| Papp L Roy & Associates | 18,778 | $2.57M | 0.31% | −750−3.8% | Reduced |
| Rockline Wealth Management, LLC | 18,782 | $2.57M | 0.79% | +181+1.0% | Added |
| Coppell Advisory Solutions LLC | 18,815 | $2.57M | 0.42% | +18,815 | New |
| Wright Investors Service Inc | 18,831 | $2.58M | 0.68% | +213+1.1% | Added |
| Shorepoint Capital Partners LLC | 18,831 | $2.58M | 0.60% | +965+5.4% | Added |
| Millennium Capital Advisors, LLC | 18,926 | $2.59M | 1.72% | +172+0.9% | Added |
| New England Research & Management, Inc. | 18,968 | $2.60M | 1.25% | −7,388−28.0% | Reduced |
| Flputnam Investment Management Co | 19,053 | $2.61M | 0.05% | +14,467+315.5% | Added |
| JLB & Associates Inc | 19,093 | $2.61M | 0.35% | +543+2.9% | Added |
| TD Private Client Wealth LLC | 19,163 | $2.62M | 0.08% | +750+4.1% | Added |
| Laurel Wealth Advisors LLC | 19,201 | $2.63M | 0.46% | −1,835−8.7% | Reduced |
| Point72 Hong Kong Ltd | 19,226 | $2.63M | 0.16% | +19,226 | New |
| Inspire Trust Co, N.A. | 19,291 | $2.64M | 0.87% | +19,291 | New |
| Groupama Asset Managment | 19,427 | $2.66M | 0.05% | +8,425+76.6% | Added |