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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 19,464 | $2.66M | 0.07% | +845+4.5% | Added |
| Courier Capital LLC | 19,529 | $2.67M | 0.21% | +225+1.2% | Added |
| Wedbush Securities Inc | 19,567 | $2.68M | 0.10% | +551+2.9% | Added |
| Keating Investment Counselors Inc | 19,627 | $2.69M | 0.86% | −2,815−12.5% | Reduced |
| ProVise Management Group, LLC | 19,695 | $2.70M | 0.23% | +783+4.1% | Added |
| Sepio Capital, LP | 19,709 | $2.70M | 0.25% | −2,717−12.1% | Reduced |
| Alberta Investment Management Corp | 19,800 | $2.71M | 0.03% | −3,000−13.2% | Reduced |
| United Asset Strategies, Inc. | 19,801 | $2.71M | 0.27% | +587+3.1% | Added |
| Advisory Alpha, LLC | 19,816 | $2.71M | 0.11% | +31+0.2% | Added |
| Cary Street Partners Asset Management LLC | 19,867 | $2.72M | 0.40% | +2,439+14.0% | Added |
| Anderson Hoagland & Co | 20,277 | $2.72M | 0.29% | 00.0% | Unchanged |
| Ethic Inc. | 19,935 | $2.73M | 0.06% | −1,161−5.5% | Reduced |
| Trilogy Capital Inc. | 19,971 | $2.73M | 0.15% | +1,801+9.9% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.74M | 0.73% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 21,341 | $2.74M | 0.08% | +6,914+47.9% | Added |
| Jacobi Capital Management LLC | 20,065 | $2.75M | 0.24% | +2,749+15.9% | Added |
| Providence Capital Advisors, LLC | 20,198 | $2.76M | 0.60% | +399+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 20,204 | $2.76M | 0.20% | −216−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 20,209 | $2.77M | 0.07% | −303−1.5% | Reduced |
| Summit Financial, LLC | 20,243 | $2.77M | 0.13% | +9,768+93.3% | Added |
| Graham Capital Management, L.P. | 20,278 | $2.78M | 0.10% | +20,278 | New |
| Truvestments Capital LLC | 20,343 | $2.78M | 1.11% | +763+3.9% | Added |
| Miller Howard Investments Inc | 20,367 | $2.79M | 0.09% | −167,143−89.1% | Reduced |
| Pallas Capital Advisors LLC | 19,274 | $2.79M | 0.13% | −9,521−33.1% | Reduced |
| Assenagon Asset Management S.A. | 20,625 | $2.82M | 0.01% | −223,923−91.6% | Reduced |
| Bowen Hanes & Co Inc | 20,636 | $2.82M | 0.08% | −750−3.5% | Reduced |
| Oakview Capital Management, L.P. | 20,725 | $2.84M | 8.92% | −27,684−57.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,826 | $2.85M | 0.32% | +1,314+6.7% | Added |
| Perkins Coie Trust Co | 20,832 | $2.85M | 0.66% | −94−0.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 21,011 | $2.88M | 0.16% | −4,214−16.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 21,013 | $2.88M | 0.21% | +1,713+8.9% | Added |
| Skylands Capital, LLC | 21,125 | $2.89M | 0.41% | +1,700+8.8% | Added |
| Physicians Financial Services, Inc. | 21,246 | $2.91M | 0.95% | +689+3.4% | Added |
| BDF-Gestion | 21,254 | $2.91M | 0.28% | +21,254 | New |
| Vestmark Advisory Solutions, Inc. | 21,316 | $2.92M | 0.12% | −1,146−5.1% | Reduced |
| Paradigm Asset Management Co LLC | 21,324 | $2.92M | 0.81% | +3,000+16.4% | Added |
| GSB Wealth Management, LLC | 21,383 | $2.93M | 0.80% | +295+1.4% | Added |
| AIA Group Ltd | 21,597 | $2.96M | 0.09% | +6,629+44.3% | Added |
| Alta Capital Management LLC | 21,688 | $2.97M | 0.19% | +467+2.2% | Added |
| Deane Retirement Strategies, Inc. | 21,819 | $2.98M | 1.53% | +21,819 | New |
| Quantbot Technologies LP | 21,818 | $2.99M | 0.14% | +21,818 | New |
| Cardinal Capital Management | 21,818 | $2.99M | 0.50% | +268+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 21,850 | $2.99M | 0.09% | −877−3.9% | Reduced |
| Vestcor Inc | 21,880 | $2.99M | 0.10% | 00.0% | Unchanged |
| Brookmont Capital Management | 22,028 | $3.01M | 1.65% | −347−1.6% | Reduced |
| Semmax Financial Advisors Inc. | 23,858 | $3.02M | 0.91% | −428−1.8% | Reduced |
| Highland Capital Management, LLC | 22,161 | $3.03M | 0.18% | −2,228−9.1% | Reduced |
| FIL Ltd | 22,288 | $3.05M | 0.00% | +1,495+7.2% | Added |
| Brooks, Moore & Associates, Inc. | 22,339 | $3.06M | 1.97% | +245+1.1% | Added |
| Ontario Teachers Pension Plan Board | 22,360 | $3.06M | 0.03% | +16,507+282.0% | Added |
| Dynamic Advisor Solutions LLC | 22,372 | $3.06M | 0.10% | +3,318+17.4% | Added |
| Sovereign Financial Group, Inc. | 22,394 | $3.06M | 0.76% | −106−0.5% | Reduced |
| Baxter Bros Inc | 22,430 | $3.07M | 0.40% | −767−3.3% | Reduced |
| Monarch Capital Management Inc | 22,430 | $3.07M | 0.90% | +1,866+9.1% | Added |
| Old Point Trust & Financial Services N A | 22,556 | $3.09M | 1.20% | +109+0.5% | Added |
| Drucker Wealth 3.0, LLC | 22,607 | $3.09M | 0.82% | +22,607 | New |
| Stanley-Laman Group, Ltd. | 22,679 | $3.10M | 0.45% | +911+4.2% | Added |
| Sawyer & Company, Inc | 22,724 | $3.11M | 1.24% | −24−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 22,758 | $3.11M | 0.19% | +2,424+11.9% | Added |
| Everence Capital Management Inc | 21,130 | $3.12M | 0.22% | −5,150−19.6% | Reduced |
| Avidian Wealth Solutions, LLC | 22,781 | $3.12M | 0.15% | +869+4.0% | Added |
| Ostrum Asset Management | 22,946 | $3.14M | 0.27% | −873−3.7% | Reduced |
| Horan Capital Advisors, LLC. | 23,029 | $3.15M | 1.11% | +83+0.4% | Added |
| Heritage Trust Co | 23,075 | $3.16M | 0.42% | +16+0.1% | Added |
| Principal Securities, Inc. | 23,112 | $3.16M | 0.09% | −128−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,212 | $3.18M | 0.08% | +261+1.1% | Added |
| Bourne Lent Asset Management Inc | 23,259 | $3.18M | 1.22% | +111+0.5% | Added |
| SWS Partners | 23,400 | $3.20M | 0.96% | −313−1.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 23,397 | $3.20M | 0.03% | +46+0.2% | Added |
| Schulhoff & Co Inc | 23,424 | $3.21M | 1.45% | −1,092−4.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,526 | $3.22M | 0.22% | −342−1.4% | Reduced |
| Diversify Advisory Services, LLC | 24,020 | $3.23M | 0.18% | −4,907−17.0% | Reduced |
| Good Life Advisors, LLC | 23,611 | $3.23M | 0.27% | +672+2.9% | Added |
| Perigon Wealth Management, LLC | 23,631 | $3.23M | 0.09% | −4,922−17.2% | Reduced |
| Hengehold Capital Management LLC | 23,735 | $3.25M | 0.34% | +45+0.2% | Added |
| Lecap Asset Management Ltd | 23,736 | $3.25M | 0.70% | +23,736 | New |
| Jensen Investment Management Inc | 23,814 | $3.26M | 0.03% | −100−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 23,835 | $3.26M | 0.10% | −1,697−6.6% | Reduced |
| Walleye Trading LLC | 24,067 | $3.29M | 0.06% | −70,125−74.4% | Reduced |
| Meritage Portfolio Management | 24,103 | $3.30M | 0.21% | −330−1.4% | Reduced |
| Glass Wealth Management Co LLC | 24,165 | $3.31M | 1.93% | +345+1.4% | Added |
| Venture Visionary Partners LLC | 24,187 | $3.31M | 0.15% | −16,679−40.8% | Reduced |
| National Asset Management, Inc. | 24,205 | $3.31M | 0.08% | +1,863+8.3% | Added |
| Argyle Capital Management Inc. | 24,253 | $3.32M | 1.37% | +1,175+5.1% | Added |
| Peloton Wealth Strategists | 24,276 | $3.32M | 1.37% | −85−0.3% | Reduced |
| Cypress Wealth Services, LLC | 24,307 | $3.33M | 0.74% | −113−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,365 | $3.33M | 0.46% | +147+0.6% | Added |
| Empirical Finance, LLC | 24,470 | $3.35M | 0.21% | −1,816−6.9% | Reduced |
| Signature Wealth Management Group | 24,636 | $3.37M | 1.48% | +451+1.9% | Added |
| Azimuth Capital Investment Management LLC | 24,725 | $3.38M | 0.14% | +590+2.4% | Added |
| Independent Investors Inc | 24,811 | $3.40M | 0.75% | 00.0% | Unchanged |
| Omers Administration Corp | 25,077 | $3.43M | 0.03% | +25,077 | New |
| Arkadios Wealth Advisors | 25,142 | $3.44M | 0.23% | +5,947+31.0% | Added |
| Pitcairn Co | 25,229 | $3.45M | 0.21% | +1,512+6.4% | Added |
| NewEdge Wealth, LLC | 25,472 | $3.49M | 0.08% | −2,447−8.8% | Reduced |
| NEOS Investment Management LLC | 25,537 | $3.49M | 0.14% | +7,968+45.4% | Added |
| Pavion Blue Capital, LLC | 25,560 | $3.50M | 1.72% | +526+2.1% | Added |
| Bryn Mawr Trust Co | 25,680 | $3.51M | 0.13% | −5,877−18.6% | Reduced |
| Beaumont Financial Advisors, LLC | 25,686 | $3.52M | 0.28% | +24,238+1,673.9% | Added |
| Bogart Wealth, LLC | 25,720 | $3.52M | 0.18% | −9,321−26.6% | Reduced |