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
- −2 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
- 162
- 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| DB Fitzpatrick & Co, Inc | 129 | $17.7K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 129 | $17.7K | 0.01% | +7+5.7% | Added |
| Tidemark, LLC | 136 | $18.6K | 0.01% | +1+0.7% | Added |
| Cornerstone Planning Group LLC | 150 | $18.9K | 0.01% | −46−23.5% | Reduced |
| BFSG, LLC | 140 | $19.2K | 0.00% | −14,462−99.0% | Reduced |
| Chilton Capital Management LLC | 142 | $19.4K | 0.00% | −399−73.8% | Reduced |
| Bell Investment Advisors, Inc | 143 | $19.6K | 0.00% | −22−13.3% | Reduced |
| PrairieView Partners, LLC | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 147 | $20.0K | 0.01% | +1+0.7% | Added |
| Live Oak Investment Partners | – | $20.5K | 0.02% | – | New |
| WR Wealth Planners, LLC | 151 | $20.6K | 0.01% | −6−3.8% | Reduced |
| First Financial Corp | 154 | $21.1K | 0.01% | −30−16.3% | Reduced |
| Prestige Wealth Management Group LLC | 154 | $21.1K | 0.00% | −2,385−93.9% | Reduced |
| WFA of San Diego, LLC | 155 | $21.2K | 0.02% | +155 | New |
| Red Tortoise LLC | 158 | $21.6K | 0.01% | +2+1.3% | Added |
| Hobbs Group Advisors, LLC | 163 | $22.3K | 0.01% | +163 | New |
| GoalVest Advisory LLC | 167 | $22.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 170 | $23.3K | 0.01% | +2+1.2% | Added |
| Beach Investment Counsel Inc | 174 | $24.0K | 0.00% | +174 | New |
| Planning Capital Management Corp | 179 | $24.5K | 0.02% | +2+1.1% | Added |
| Joseph Group Capital Management | 180 | $24.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 190 | $26.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 195 | $27.0K | 0.01% | −46−19.1% | Reduced |
| Guardian Wealth Management, Inc. | 198 | $27.1K | 0.02% | +3+1.5% | Added |
| VisionPoint Advisory Group, LLC | 198 | $27.1K | 0.01% | −69−25.8% | Reduced |
| Empirical Asset Management, LLC | 11,967 | $27.1K | 0.01% | +11,967 | New |
| Security National Bank | 200 | $27.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $27.4K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 201 | $27.5K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 202 | $27.6K | 0.01% | −142−41.3% | Reduced |
| TruNorth Capital Management, LLC | 202 | $27.6K | 0.01% | +202 | New |
| HBC Financial Services, PLLC | 219 | $28.0K | 0.02% | +1+0.5% | Added |
| Ofi Invest Asset Management | 230 | $29.4K | 0.00% | +39+20.4% | Added |
| Gen-Wealth Partners Inc | 216 | $29.6K | 0.01% | −100−31.6% | Reduced |
| Front Row Advisors LLC | 221 | $30.2K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 222 | $30.4K | 0.00% | −447−66.8% | Reduced |
| Riverview Trust Co | 232 | $31.7K | 0.03% | +232 | New |
| Centerpoint Advisors, LLC | 235 | $32.0K | 0.01% | +175+291.7% | Added |
| Pacifica Partners Inc. | 237 | $32.1K | 0.01% | +22+10.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $32.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 238 | $32.6K | 0.01% | +10+4.4% | Added |
| Abound Wealth Management | 240 | $32.9K | 0.01% | −9−3.6% | Reduced |
| GW&K Investment Management, LLC | 238 | $33.0K | 0.00% | −6−2.5% | Reduced |
| SIMA Wealth Partners, LLC | 242 | $33.1K | 0.03% | +242 | New |
| Tortoise Investment Management, LLC | 247 | $33.8K | 0.00% | +155+168.5% | Added |
| Criterion Capital Advisors, LLC | 253 | $34.6K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 256 | $35.0K | 0.01% | −4−1.5% | Reduced |
| Salomon & Ludwin, LLC | 258 | $35.3K | 0.00% | −1,108−81.1% | Reduced |
| Mascoma Wealth Management LLC | 264 | $36.1K | 0.01% | −859−76.5% | Reduced |
| Gould Capital, LLC | 266 | $36.4K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 269 | $36.8K | 0.01% | +46+20.6% | Added |
| Financial Perspectives, Inc | 293 | $40.1K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 282 | $40.8K | 0.02% | −10−3.4% | Reduced |
| FWL Investment Management, LLC | 300 | $41.1K | 0.02% | +300 | New |
| Ramirez Asset Management, Inc. | 300 | $41.1K | 0.01% | +300 | New |
| Eagle Bay Advisors LLC | 302 | $41.3K | 0.03% | −361−54.4% | Reduced |
| Private Ocean, LLC | 310 | $42.4K | 0.00% | −30−8.8% | Reduced |
| Raffa Wealth Management, LLC | 316 | $43.2K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 320 | $43.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 321 | $43.9K | 0.01% | −599−65.1% | Reduced |
| Northwest Capital Management Inc | 328 | $44.9K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 335 | $45.8K | 0.03% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 336 | $46.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 340 | $46.5K | 0.00% | −6−1.7% | Reduced |
| Wiser Advisor Group LLC | 344 | $47.0K | 0.07% | +6+1.8% | Added |
| Dynamic Wealth Strategies, LLC | 343 | $47.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 361 | $49.4K | 0.01% | −10−2.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 365 | $50.0K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 366 | $50.1K | 0.03% | +1+0.3% | Added |
| Opal Wealth Advisors, LLC | 370 | $50.6K | 0.02% | −741−66.7% | Reduced |
| Wolff Wiese Magana LLC | 371 | $50.8K | 0.04% | +68+22.4% | Added |
| Valued Wealth Advisors LLC | 383 | $52.4K | 0.04% | −18−4.5% | Reduced |
| Macroview Investment Management LLC | 384 | $52.6K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 394 | $53.9K | 0.00% | +288+271.7% | Added |
| First Personal Financial Services | 396 | $54.2K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 404 | $55.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 408 | $55.8K | 0.02% | +87+27.1% | Added |
| Pacific Center for Financial Services | 428 | $58.6K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 439 | $60.0K | 0.01% | −75−14.6% | Reduced |
| SWAN Capital LLC | 439 | $60.1K | 0.03% | +439 | New |
| Beaird Harris Wealth Management, LLC | 445 | $61.0K | 0.01% | −10−2.2% | Reduced |
| Tyler-Stone Wealth Management | 446 | $61.0K | 0.03% | +4+0.9% | Added |
| JNBA Financial Advisors | 454 | $62.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 455 | $62.3K | 0.02% | −81−15.1% | Reduced |
| SJS Investment Consulting Inc. | 473 | $64.7K | 0.01% | −2−0.4% | Reduced |
| Christopher J. Hasenberg, Inc | 503 | $68.8K | 0.03% | +503 | New |
| ICA Group Wealth Management, LLC | 507 | $69.4K | 0.04% | −2,853−84.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 515 | $70.0K | 0.02% | +70+15.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 523 | $71.6K | 0.04% | +470+886.8% | Added |
| Pinnacle Holdings, LLC | 525 | $71.8K | 0.03% | −70−11.8% | Reduced |
| Canton Hathaway, LLC | 530 | $73.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 537 | $73.5K | 0.03% | +440+453.6% | Added |
| JJJ Advisors Inc. | 562 | $76.9K | 0.02% | −117−17.2% | Reduced |
| Voisard Asset Management Group, Inc. | 566 | $77.5K | 0.04% | +200+54.6% | Added |
| Fairscale Capital, LLC | 526 | $77.5K | 0.07% | +526 | New |
| Arlington Trust Co LLC | 570 | $78.0K | 0.02% | +142+33.2% | Added |
| TFC Financial Management | 582 | $79.6K | 0.01% | +28+5.1% | Added |
| Great Lakes Retirement, Inc. | 591 | $80.9K | 0.01% | +591 | New |
| Register Financial Advisors LLC | 597 | $81.7K | 0.04% | −595−49.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 552 | $82.0K | 0.05% | −95−14.7% | Reduced |