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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 1,541 | $210.9K | 0.06% | +6+0.4% | Added |
| St Germain D J Co Inc | 1,551 | $212.3K | 0.01% | −100−6.1% | Reduced |
| Diversified, LLC | 1,552 | $212.4K | 0.02% | +131+9.2% | Added |
| West Family Investments, Inc. | 1,554 | $212.7K | 0.06% | +1,554 | New |
| Core Wealth Partners LLC | 1,556 | $212.9K | 0.15% | +1,556 | New |
| Pacific Sage Partners, LLC | 1,558 | $213.3K | 0.05% | +6+0.4% | Added |
| Wellington Shields Capital Management, LLC | 1,562 | $213.8K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,563 | $213.9K | 0.02% | −52,697−97.1% | Reduced |
| 180 Wealth Advisors, LLC | 1,548 | $214.1K | 0.03% | −109−6.6% | Reduced |
| Broadwater Capital Management LLC | 1,565 | $214.2K | 0.17% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,565 | $214.2K | 0.05% | +157+11.2% | Added |
| MN Wealth Advisors, LLC | 1,569 | $214.8K | 0.12% | +1+0.1% | Added |
| Security National Bank of So Dak | 1,571 | $215.0K | 0.13% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,572 | $215.1K | 0.04% | −80−4.8% | Reduced |
| Tandem Investment Advisors, Inc. | 1,576 | $216.0K | 0.01% | −90−5.4% | Reduced |
| Staley Capital Advisers Inc | 1,581 | $216.4K | 0.01% | −9−0.6% | Reduced |
| West Bancorporation Inc | 1,581 | $216.4K | 0.16% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,581 | $216.4K | 0.12% | +1,581 | New |
| Boltwood Capital Management | 1,585 | $216.9K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,586 | $217.0K | 0.02% | −408−20.5% | Reduced |
| Stablepoint Partners, LLC | 1,698 | $218.4K | 0.04% | −2,137−55.7% | Reduced |
| Bank of Nova Scotia Trust Co | 1,600 | $219.0K | 0.02% | +110+7.4% | Added |
| Strait & Sound Wealth Management LLC | 1,603 | $219.4K | 0.11% | −1,542−49.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,614 | $220.0K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,609 | $220.1K | 0.10% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,616 | $221.2K | 0.13% | +57+3.7% | Added |
| Cromwell Holdings LLC | 1,617 | $221.3K | 0.13% | +1,617 | New |
| Encompass More Asset Management | 1,618 | $221.5K | 0.16% | +97+6.4% | Added |
| Savvy Advisors, Inc. | 1,621 | $221.8K | 0.07% | +1,621 | New |
| Cahaba Wealth Management, Inc. | 1,624 | $222.2K | 0.02% | −11−0.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,632 | $223.3K | 0.01% | +1,632 | New |
| FinTrust Capital Advisors, LLC | 1,642 | $224.7K | 0.04% | −129−7.3% | Reduced |
| Aspire Capital Advisors LLC | 1,649 | $225.7K | 0.07% | −15−0.9% | Reduced |
| WealthPLAN Partners, LLC | 1,653 | $226.2K | 0.02% | +18+1.1% | Added |
| SFMG, LLC | 1,653 | $226.2K | 0.02% | +30+1.8% | Added |
| Duff & Phelps Investment Management Co | 1,655 | $226.5K | 0.00% | −6,685−80.2% | Reduced |
| WealthCare Investment Partners, LLC | 1,656 | $226.7K | 0.11% | +15+0.9% | Added |
| Integrity Wealth Solutions LLC | 1,661 | $227.3K | 0.15% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,672 | $228.8K | 0.12% | −95−5.4% | Reduced |
| Legacy Bridge, LLC | 1,675 | $229.2K | 0.14% | 00.0% | Unchanged |
| Graypoint LLC | 1,677 | $229.5K | 0.02% | −2,104−55.6% | Reduced |
| Coastline Trust Co | 1,678 | $229.6K | 0.03% | −180−9.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,680 | $229.9K | 0.07% | +350+26.3% | Added |
| LBMC Investment Advisors, LLC | 1,680 | $230.0K | 0.02% | +16+1.0% | Added |
| Platte River Wealth Advisors, LLC | 1,685 | $230.6K | 0.06% | −150−8.2% | Reduced |
| McRae Capital Management Inc | 1,687 | $230.9K | 0.05% | −801−32.2% | Reduced |
| New Wave Wealth Advisors LLC | 1,691 | $231.4K | 0.12% | +1,691 | New |
| HBW Advisory Services LLC | 1,696 | $232.1K | 0.04% | −207−10.9% | Reduced |
| Integrity Financial Corp | 1,704 | $233.2K | 0.15% | +1,704 | New |
| Peak Planning Group, LLC | 1,704 | $233.2K | 0.11% | +14+0.8% | Added |
| Corton Capital Inc. | 1,709 | $233.9K | 0.12% | −1,514−47.0% | Reduced |
| Ariston Services Group | 1,710 | $234.0K | 0.23% | −454−21.0% | Reduced |
| Latitude Advisors, LLC | 1,723 | $235.7K | 0.14% | −49−2.8% | Reduced |
| MA Private Wealth | 1,731 | $236.9K | 0.05% | −9−0.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,734 | $237.3K | 0.11% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,734 | $237.3K | 0.13% | +63+3.8% | Added |
| Crestmont Private Wealth LLC | 1,736 | $237.5K | 0.11% | +1,736 | New |
| Bray Capital Advisors | 1,741 | $238.3K | 0.06% | +11+0.6% | Added |
| Dunhill Financial, LLC | 1,745 | $238.7K | 0.15% | +1,461+514.4% | Added |
| Future Financial Wealth Managment LLC | 1,745 | $238.8K | 0.21% | +1,000+134.2% | Added |
| Forza Wealth Management, LLC | 1,750 | $239.5K | 0.12% | +67+4.0% | Added |
| Marshall Financial Group LLC | 1,755 | $240.2K | 0.07% | −9−0.5% | Reduced |
| PFG Advisors | 1,769 | $242.1K | 0.02% | +1,769 | New |
| Accel Wealth Management | 1,779 | $243.4K | 0.10% | +8+0.5% | Added |
| Bullock Wealth Management Group | 1,791 | $243.4K | 0.16% | −147−7.6% | Reduced |
| Sather Financial Group Inc | 1,779 | $243.5K | 0.02% | −200−10.1% | Reduced |
| Catalina Capital Group, LLC | 1,783 | $244.0K | 0.09% | −107−5.7% | Reduced |
| Oak Asset Management, LLC | 1,786 | $244.4K | 0.09% | −215−10.7% | Reduced |
| Proficio Capital Partners LLC | 1,787 | $244.5K | 0.03% | −97−5.1% | Reduced |
| Perennial Investment Advisors, LLC | 1,789 | $244.9K | 0.04% | +36+2.1% | Added |
| CVA Family Office, LLC | 1,796 | $245.8K | 0.04% | −226−11.2% | Reduced |
| Gimbal Financial | 1,785 | $246.8K | 0.18% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,808 | $247.0K | 0.02% | +13+0.7% | Added |
| Red Door Wealth Management, LLC | 1,805 | $247.0K | 0.04% | −26,907−93.7% | Reduced |
| Hudson Capital Management LLC | 1,806 | $247.2K | 0.08% | −22,371−92.5% | Reduced |
| Creative Financial Designs Inc | 1,807 | $247.3K | 0.02% | +239+15.2% | Added |
| Copperwynd Financial, LLC | 1,908 | $248.7K | 0.08% | +124+7.0% | Added |
| Schrum Private Wealth Management LLC | 1,824 | $249.7K | 0.23% | −31−1.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,837 | $251.4K | 0.06% | −1,288−41.2% | Reduced |
| Texas Capital Bancshares Inc | 1,838 | $251.5K | 0.10% | −61−3.2% | Reduced |
| Plancorp, LLC | 1,839 | $251.7K | 0.01% | −42−2.2% | Reduced |
| McIlrath & Eck, LLC | 1,841 | $251.9K | 0.04% | −40−2.1% | Reduced |
| Lodestone Wealth Management LLC | 1,842 | $252.0K | 0.13% | +40+2.2% | Added |
| Coordinated Financial Services, Inc. | 1,849 | $253.1K | 0.22% | +62+3.5% | Added |
| Sound Income Strategies, LLC | 1,858 | $254.3K | 0.02% | +57+3.2% | Added |
| Indiana Trust & Investment Management CO | 1,860 | $254.5K | 0.09% | −650−25.9% | Reduced |
| Next Level Private LLC | 1,868 | $255.7K | 0.12% | −1,459−43.9% | Reduced |
| Investment Advisory Services Inc | 1,872 | $256.2K | 0.09% | −76−3.9% | Reduced |
| Woodward Diversified Capital, LLC | 1,872 | $256.2K | 0.15% | +58+3.2% | Added |
| Gerber, LLC | 1,889 | $258.5K | 0.20% | 00.0% | Unchanged |
| Onefund, LLC | 1,889 | $258.5K | 0.28% | +28+1.5% | Added |
| Lifeworks Advisors, LLC | 1,892 | $259.0K | 0.07% | −625−24.8% | Reduced |
| Spotlight Asset Group, Inc. | 1,898 | $259.7K | 0.18% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $260.0K | 0.13% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,900 | $260.0K | 0.03% | +7+0.4% | Added |
| Chesapeake Asset Management LLC | 1,901 | $260.2K | 0.25% | −279−12.8% | Reduced |
| KPP Advisory Services LLC | 1,904 | $260.6K | 0.07% | −451−19.2% | Reduced |
| Red Wave Investments LLC | 1,913 | $261.8K | 0.10% | −70−3.5% | Reduced |
| Cohen & Steers, Inc. | 1,912 | $262.0K | 0.00% | −37−1.9% | Reduced |
| Laffer Tengler Investments | 1,922 | $263.0K | 0.06% | −19,657−91.1% | Reduced |