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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 603 | $82.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 607 | $83.1K | 0.02% | +160+35.8% | Added |
| Global Financial Private Client, LLC | 608 | $83.2K | 0.03% | −53−8.0% | Reduced |
| Baldwin Brothers Inc | 611 | $83.6K | 0.01% | −62−9.2% | Reduced |
| IAG Wealth Partners, LLC | 640 | $87.6K | 0.02% | −234−26.8% | Reduced |
| First Command Advisory Services, Inc. | 650 | $89.0K | 0.00% | −103−13.7% | Reduced |
| State of Wyoming | 680 | $93.1K | 0.02% | +674+11,233.3% | Added |
| Operose Advisors LLC | 682 | $93.3K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 694 | $95.0K | 0.01% | +332+91.7% | Added |
| Family Firm, Inc. | 730 | $99.9K | 0.02% | +730 | New |
| Newbridge Financial Services Group, Inc. | 745 | $102.0K | 0.04% | +300+67.4% | Added |
| Monetary Management Group Inc | 746 | $102.1K | 0.03% | +100+15.5% | Added |
| Founders Capital Management | 750 | $102.6K | 0.07% | −1,505−66.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 769 | $105.2K | 0.10% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 770 | $105.4K | 0.06% | +770 | New |
| Webster Bank, N. A. | 788 | $107.8K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 798 | $109.2K | 0.08% | +798 | New |
| Mark Sheptoff Financial Planning, LLC | 800 | $109.5K | 0.06% | −250−23.8% | Reduced |
| Camelot Portfolios, LLC | 800 | $109.5K | 0.06% | +800 | New |
| Rakuten Securities, Inc. | 802 | $109.8K | 0.05% | +792+7,920.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $110.8K | 0.04% | +280+52.8% | Added |
| Toth Financial Advisory Corp | 822 | $112.4K | 0.01% | −32−3.7% | Reduced |
| CNB Bank | 832 | $113.9K | 0.05% | −88−9.6% | Reduced |
| First Pacific Financial | 841 | $115.1K | 0.03% | −3−0.4% | Reduced |
| General Partner, Inc. | 842 | $115.2K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 843 | $115.4K | 0.01% | −4−0.5% | Reduced |
| Westside Investment Management, Inc. | 856 | $117.1K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 866 | $118.5K | 0.01% | −103−10.6% | Reduced |
| American Capital Advisory, LLC | 774 | $121.7K | 0.09% | 00.0% | Unchanged |
| RFP Financial Group LLC | 902 | $123.4K | 0.05% | +400+79.7% | Added |
| McCarthy Grittinger Financial Group, LLC | 917 | $125.5K | 0.04% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 868 | $129.0K | 0.06% | +868 | New |
| Sentry Investment Management LLC | 951 | $130.0K | 0.06% | −1,372−59.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 951 | $130.2K | 0.08% | −17−1.8% | Reduced |
| Davis Capital Management | 960 | $130.5K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 977 | $133.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 979 | $135.0K | 0.07% | −35−3.5% | Reduced |
| First PREMIER Bank | 995 | $136.0K | 0.04% | −149−13.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,000 | $136.8K | 0.01% | −50−4.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $137.8K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,013 | $138.6K | 0.01% | +573+130.2% | Added |
| Aviso Financial Inc. | 1,020 | $139.6K | 0.01% | +1,020 | New |
| Chris Bulman Inc | 1,041 | $142.5K | 0.10% | +1,041 | New |
| Capital Advisors, Ltd. LLC | 1,046 | $143.0K | 0.02% | −66−5.9% | Reduced |
| Covestor Ltd | 1,068 | $146.0K | 0.09% | −51−4.6% | Reduced |
| Creekmur Asset Management LLC | 1,079 | $147.7K | 0.04% | −983−47.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,096 | $149.0K | 0.04% | −174−13.7% | Reduced |
| West Branch Capital LLC | 1,100 | $150.5K | 0.06% | +191+21.0% | Added |
| Crewe Advisors LLC | 1,110 | $151.9K | 0.02% | −565−33.7% | Reduced |
| Union Savings Bank | 1,137 | $155.6K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,141 | $156.1K | 0.01% | +158+16.1% | Added |
| Bellevue Asset Management, LLC | 1,157 | $158.4K | 0.09% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 1,190 | $162.8K | 0.01% | +51+4.5% | Added |
| Atlantic Trust, LLC | 1,195 | $163.5K | 0.04% | +10+0.8% | Added |
| Trust Co | 1,199 | $164.1K | 0.02% | 00.0% | Unchanged |
| U S Global Investors Inc | 1,195 | $166.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,228 | $168.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,254 | $171.6K | 0.06% | +53+4.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,255 | $171.7K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,262 | $172.8K | 0.02% | −134−9.6% | Reduced |
| Missouri Trust & Investment Co | 1,285 | $175.9K | 0.07% | −4,700−78.5% | Reduced |
| Bruce G. Allen Investments, LLC | 1,289 | $176.4K | 0.15% | −16−1.2% | Reduced |
| Financial Network Wealth Advisors LLC | 1,299 | $177.2K | 0.13% | +1,299 | New |
| HHM Wealth Advisors, LLC | 1,297 | $177.5K | 0.03% | −16−1.2% | Reduced |
| Tobam | 1,299 | $178.0K | 0.03% | −2,867−68.8% | Reduced |
| Elgethun Capital Management | 1,331 | $182.1K | 0.05% | −1,564−54.0% | Reduced |
| Abich Financial Wealth Management LLC | 1,364 | $186.7K | 0.13% | +364+36.4% | Added |
| Ransom Advisory, Ltd | 1,387 | $189.8K | 0.10% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 1,400 | $192.0K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel | 1,400 | $192.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,411 | $193.1K | 0.02% | −25−1.7% | Reduced |
| Hall Laurie J Trustee | 1,450 | $198.0K | 0.07% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,463 | $200.2K | 0.12% | −139−8.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,466 | $200.6K | 0.02% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 1,469 | $201.0K | 0.04% | +1,469 | New |
| LifePro Asset Management | 1,471 | $201.4K | 0.14% | +5+0.3% | Added |
| Arcataur Capital Management LLC | 1,473 | $201.6K | 0.07% | 00.0% | Unchanged |
| Hudock, Inc. | 1,477 | $202.1K | 0.04% | +10+0.7% | Added |
| Members Capital Advisors Inc | 1,481 | $202.7K | 0.24% | 00.0% | Unchanged |
| M. Kraus & Co | 1,482 | $202.8K | 0.06% | −92−5.8% | Reduced |
| Tower Wealth Partners, Inc. | 1,487 | $203.5K | 0.13% | −5−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 1,490 | $203.8K | 0.18% | −75−4.8% | Reduced |
| Quantum Financial Advisors, LLC | 1,491 | $204.1K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,496 | $204.7K | 0.00% | −737−33.0% | Reduced |
| Rbo & Co LLC | 1,500 | $205.3K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,504 | $205.8K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,505 | $206.0K | 0.04% | +1,505 | New |
| Ferguson Wellman Capital Management, Inc | 1,505 | $206.0K | 0.00% | −147−8.9% | Reduced |
| Capital International Sarl | 1,509 | $206.5K | 0.01% | +1,509 | New |
| JGP Wealth Management, LLC | 1,510 | $206.6K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,515 | $207.3K | 0.03% | +115+8.2% | Added |
| Grant/GrossMendelsohn, LLC | 1,520 | $208.0K | 0.10% | −7−0.5% | Reduced |
| NovaPoint Capital, LLC | 1,524 | $208.6K | 0.07% | −6−0.4% | Reduced |
| Vestor Capital, LLC | 1,529 | $209.0K | 0.02% | −75−4.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,527 | $209.0K | 0.11% | +54+3.7% | Added |
| Sage Rhino Capital LLC | 1,532 | $209.7K | 0.05% | −34−2.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,536 | $210.2K | 0.17% | −133−8.0% | Reduced |
| Kercheville Advisors, LLC | 1,537 | $210.3K | 0.09% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,537 | $210.3K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,638 | $210.5K | 0.03% | 00.0% | Unchanged |