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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 25,773 | $3.53M | 0.24% | −468−1.8% | Reduced |
| McDonald Partners LLC | 25,811 | $3.53M | 0.95% | +5,212+25.3% | Added |
| McDaniel Terry & Co | 25,909 | $3.55M | 0.31% | −362−1.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 25,942 | $3.55M | 0.83% | +1,557+6.4% | Added |
| Hallmark Capital Management Inc | 26,002 | $3.56M | 0.28% | −1,245−4.6% | Reduced |
| Norinchukin Bank, The | 26,078 | $3.57M | 0.10% | +398+1.5% | Added |
| Tower Research Capital LLC (TRC) | 26,116 | $3.57M | 0.06% | −4,348−14.3% | Reduced |
| KMG Fiduciary Partners, LLC | 26,241 | $3.59M | 0.35% | +1,999+8.2% | Added |
| Financial Partners Group, LLC | 26,319 | $3.60M | 1.40% | +5,069+23.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,522 | $3.61M | 0.16% | +19,981+305.5% | Added |
| Schwartz Investment Counsel Inc | 26,482 | $3.62M | 0.13% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 26,597 | $3.64M | 1.16% | +316+1.2% | Added |
| Opus Investment Management Inc | 26,600 | $3.64M | 2.35% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 26,627 | $3.64M | 0.11% | −1,933−6.8% | Reduced |
| Northwest Investment Counselors, LLC | 26,697 | $3.65M | 0.91% | +429+1.6% | Added |
| EP Wealth Advisors, LLC | 26,943 | $3.69M | 0.04% | +6,265+30.3% | Added |
| LongView Wealth Management | 26,980 | $3.69M | 1.36% | −83−0.3% | Reduced |
| Neo Ivy Capital Management | 26,992 | $3.69M | 0.72% | +26,992 | New |
| Kingfisher Capital LLC | 27,017 | $3.70M | 0.86% | −349−1.3% | Reduced |
| Toroso Investments, LLC | 27,015 | $3.70M | 0.05% | −9,177−25.4% | Reduced |
| Stokes Capital Advisors, LLC | 27,118 | $3.71M | 1.03% | −4,986−15.5% | Reduced |
| Zions Bancorporation, N.A. | 27,121 | $3.71M | 0.30% | −13,400−33.1% | Reduced |
| Point72 (DIFC) Ltd | 27,148 | $3.72M | 0.33% | +27,148 | New |
| Summitry LLC | 27,177 | $3.72M | 0.19% | +1,446+5.6% | Added |
| Benin Management CORP | 27,208 | $3.72M | 1.13% | +2,091+8.3% | Added |
| Murphy Pohlad Asset Management LLC | 27,244 | $3.73M | 1.61% | −2,820−9.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 27,337 | $3.74M | 0.58% | +2,514+10.1% | Added |
| Brady Family Wealth, LLC | 27,483 | $3.76M | 1.21% | +46+0.2% | Added |
| William Allan, LLC | 27,548 | $3.77M | 2.52% | +253+0.9% | Added |
| HighPoint Advisor Group LLC | 29,362 | $3.79M | 0.23% | −1,143−3.7% | Reduced |
| Beacon Financial Group | 27,796 | $3.80M | 0.43% | −700−2.5% | Reduced |
| Ellsworth Advisors, LLC | 27,949 | $3.82M | 1.07% | +1,848+7.1% | Added |
| Public Sector Pension Investment Board | 28,189 | $3.86M | 0.02% | +12,208+76.4% | Added |
| Bokf, NA | 28,319 | $3.88M | 0.07% | −5,076−15.2% | Reduced |
| Atwater Malick LLC | 28,408 | $3.89M | 1.34% | −1,232−4.2% | Reduced |
| Strategic Financial Concepts, LLC | 47,721 | $3.93M | 0.01% | +47,721 | New |
| AE Wealth Management LLC | 28,738 | $3.93M | 0.04% | +11,537+67.1% | Added |
| Lakeview Capital Partners, LLC | 26,466 | $3.93M | 0.64% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 28,796 | $3.94M | 0.69% | +160+0.6% | Added |
| Ci Investments Inc. | 28,882 | $3.95M | 0.02% | +373+1.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,014 | $3.97M | 0.10% | −1,567−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 29,132 | $3.99M | 0.13% | −272−0.9% | Reduced |
| Vision Capital Management, Inc. | 29,252 | $4.00M | 0.60% | −574−1.9% | Reduced |
| iA Global Asset Management Inc. | 29,340 | $4.01M | 0.08% | +26,088+802.2% | Added |
| Vinva Investment Management Ltd | 29,574 | $4.02M | 0.21% | +12,112+69.4% | Added |
| Farmers National Bank | 29,366 | $4.02M | 1.21% | +185+0.6% | Added |
| Motco | 29,378 | $4.02M | 0.24% | −238−0.8% | Reduced |
| Horrell Capital Management, Inc. | 29,561 | $4.04M | 1.17% | +190+0.6% | Added |
| Commonwealth Retirement Investments LLC | 29,585 | $4.05M | 1.85% | +1,037+3.6% | Added |
| Metis Global Partners, LLC | 29,630 | $4.05M | 0.14% | +315+1.1% | Added |
| Tocqueville Asset Management L.P. | 29,906 | $4.09M | 0.07% | +7,674+34.5% | Added |
| Mather Group, LLC. | 27,597 | $4.10M | 0.05% | −2,328−7.8% | Reduced |
| Cohen Klingenstein LLC | 29,982 | $4.10M | 0.15% | 00.0% | Unchanged |
| Viking Fund Management LLC | 30,000 | $4.11M | 0.74% | +3,000+11.1% | Added |
| Banque Cantonale Vaudoise | 30,015 | $4.11M | 0.16% | +2,245+8.1% | Added |
| Stock Yards Bank & Trust Co | 30,077 | $4.12M | 0.14% | −5,139−14.6% | Reduced |
| Cox Capital Mgt LLC | 30,239 | $4.14M | 2.50% | +18,753+163.3% | Added |
| Torray LLC | 30,298 | $4.15M | 0.62% | +2,927+10.7% | Added |
| Capital Investment Counsel, Inc | 30,715 | $4.20M | 0.63% | +986+3.3% | Added |
| E. Ohman J:or Asset Management AB | 31,411 | $4.30M | 0.11% | +2,100+7.2% | Added |
| Vaughan David Investments LLC | 31,438 | $4.30M | 0.11% | +6,767+27.4% | Added |
| Cyndeo Wealth Partners, LLC | 31,622 | $4.33M | 0.34% | +3,874+14.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,767 | $4.35M | 0.02% | −94,703−74.9% | Reduced |
| NewSquare Capital LLC | 32,305 | $4.36M | 0.38% | +1,487+4.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,858 | $4.36M | 1.05% | −1,830−5.4% | Reduced |
| Soltis Investment Advisors LLC | 31,861 | $4.36M | 0.46% | +1,064+3.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,916 | $4.37M | 1.80% | −1,049−3.2% | Reduced |
| GLOBALT Investments LLC | 31,945 | $4.37M | 0.17% | −556−1.7% | Reduced |
| Cornerstone Advisors, LLC | 32,100 | $4.39M | 0.18% | −1,100−3.3% | Reduced |
| Associated Banc-Corp | 32,451 | $4.44M | 0.14% | +1,482+4.8% | Added |
| tru Independence LLC | 32,559 | $4.46M | 1.35% | −34−0.1% | Reduced |
| Founders Capital Management, LLC | 32,573 | $4.46M | 0.80% | +29,875+1,107.3% | Added |
| Rench Wealth Management, Inc. | 33,038 | $4.52M | 1.62% | +223+0.7% | Added |
| Prudential PLC | 33,417 | $4.57M | 0.03% | −12,457−27.2% | Reduced |
| Kesler, Norman & Wride, LLC | 33,427 | $4.57M | 0.97% | −1,826−5.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,678 | $4.61M | 0.05% | +3,830+12.8% | Added |
| Bridge Creek Capital Management LLC | 33,707 | $4.61M | 1.49% | +1,420+4.4% | Added |
| Qsemble Capital Management, LP | 34,037 | $4.66M | 0.88% | +24,306+249.8% | Added |
| Stonegate Investment Group, LLC | 34,206 | $4.68M | 0.14% | −11,640−25.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 34,226 | $4.68M | 0.61% | −374−1.1% | Reduced |
| Jennison Associates LLC | 34,268 | $4.69M | 0.00% | −7,280−17.5% | Reduced |
| Whittier Trust Co | 34,277 | $4.69M | 0.07% | −2,046−5.6% | Reduced |
| Bragg Financial Advisors, Inc | 34,321 | $4.70M | 0.21% | −369−1.1% | Reduced |
| PDS Planning, Inc | 34,674 | $4.75M | 0.48% | −147−0.4% | Reduced |
| Capital Management Corp | 34,677 | $4.75M | 0.95% | −12,939−27.2% | Reduced |
| Atom Investors LP | 34,694 | $4.75M | 0.47% | +22,832+192.5% | Added |
| Great Valley Advisor Group, Inc. | 34,706 | $4.75M | 0.13% | +21,048+154.1% | Added |
| Amica Mutual Insurance Co | 34,723 | $4.75M | 0.47% | 00.0% | Unchanged |
| Stolper Co | 34,780 | $4.76M | 1.68% | +1,378+4.1% | Added |
| Gilman Hill Asset Management, LLC | 34,847 | $4.77M | 0.86% | +32,864+1,657.3% | Added |
| LGT Group Foundation | 34,923 | $4.78M | 0.08% | −2,799−7.4% | Reduced |
| Community Bank, N.A. | 34,954 | $4.78M | 0.63% | +798+2.3% | Added |
| Massmutual Trust Co FSB | 35,153 | $4.81M | 0.15% | −1,000−2.8% | Reduced |
| Bessemer Group Inc | 35,161 | $4.81M | 0.01% | −1,644−4.5% | Reduced |
| MainStreet Investment Advisors LLC | 35,304 | $4.83M | 0.59% | −2,811−7.4% | Reduced |
| Bard Financial Services, Inc. | 35,325 | $4.83M | 0.50% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 35,985 | $4.92M | 0.05% | +68+0.2% | Added |
| BancorpSouth Bank | 36,103 | $4.94M | 0.37% | −792−2.1% | Reduced |
| Canal Capital Management, LLC | 36,104 | $4.94M | 0.84% | −1,454−3.9% | Reduced |
| Advisory Services Network, LLC | 36,231 | $4.96M | 0.10% | −10,703−22.8% | Reduced |