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 |
|---|---|---|---|---|---|
| Zega Financial, LLC | 1,922 | $263.0K | 0.10% | +1,922 | New |
| Platform Technology Partners | 1,926 | $263.6K | 0.09% | +1,926 | New |
| Sapient Capital LLC | 1,927 | $263.7K | 0.01% | +63+3.4% | Added |
| Northeast Financial Group, Inc. | 1,929 | $264.0K | 0.11% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,937 | $265.1K | 0.11% | −1−0.1% | Reduced |
| Gateway Advisory, LLC | 1,944 | $266.0K | 0.05% | +1,944 | New |
| PFS Partners, LLC | 1,947 | $266.5K | 0.17% | −17−0.9% | Reduced |
| Sonora Investment Management Group, LLC | 1,798 | $267.2K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,955 | $267.5K | 0.15% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,957 | $267.8K | 0.13% | −2,878−59.5% | Reduced |
| Optas, LLC | 1,959 | $268.1K | 0.07% | −108−5.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,961 | $268.4K | 0.12% | +65+3.4% | Added |
| Sawgrass Asset Management LLC | 1,971 | $269.7K | 0.03% | +1,971 | New |
| Atalanta Sosnoff Capital, LLC | 1,972 | $269.9K | 0.01% | −68−3.3% | Reduced |
| Aries Wealth Management | 1,976 | $270.4K | 0.09% | −200−9.2% | Reduced |
| First Dallas Securities Inc. | 1,979 | $270.8K | 0.12% | +126+6.8% | Added |
| Smithfield Trust Co | 2,004 | $271.0K | 0.01% | −58−2.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $273.0K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,997 | $273.3K | 0.07% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,007 | $273.5K | 0.03% | −489−19.6% | Reduced |
| Harbor Advisors LLC | 2,000 | $273.7K | 0.05% | 00.0% | Unchanged |
| GenTrust, LLC | 2,000 | $273.7K | 0.01% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $273.7K | 0.03% | +2,000 | New |
| Rice Partnership, LLC | 2,003 | $274.1K | 0.06% | −4−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 2,225 | $274.4K | 0.04% | −581−20.7% | Reduced |
| Cozad Asset Management Inc | 2,007 | $274.7K | 0.03% | −5−0.2% | Reduced |
| Exchange Bank | 2,009 | $274.9K | 0.23% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,006 | $275.0K | 0.05% | −1,157−36.6% | Reduced |
| Options Solutions, LLC | 2,010 | $275.1K | 0.16% | 00.0% | Unchanged |
| Allstate Corp | 2,011 | $275.2K | 0.02% | +21+1.1% | Added |
| Retirement Planning Co of New England, Inc. | 2,018 | $276.2K | 0.15% | +42+2.1% | Added |
| Burney Co | 2,022 | $276.7K | 0.01% | −651−24.4% | Reduced |
| Bank & Trust Co | 2,038 | $278.9K | 0.24% | +2,038 | New |
| Alpha Financial Partners, LLC | 2,039 | $279.1K | 0.24% | +158+8.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,040 | $279.2K | 0.28% | +2,040 | New |
| Benedict Financial Advisors Inc | 2,041 | $279.3K | 0.07% | +14+0.7% | Added |
| SignalPoint Asset Management, LLC | 2,043 | $279.6K | 0.07% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,044 | $279.7K | 0.15% | +45+2.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,052 | $280.8K | 0.08% | +99+5.1% | Added |
| Numerai GP LLC | 2,060 | $281.9K | 0.10% | +2,060 | New |
| Prosperity Consulting Group, LLC | 2,060 | $281.9K | 0.04% | −917−30.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,061 | $282.1K | 0.04% | −293−12.4% | Reduced |
| Yarger Wealth Strategies, LLC | 2,078 | $284.4K | 0.17% | −614−22.8% | Reduced |
| Somerset Trust Co | 2,081 | $284.8K | 0.12% | +115+5.8% | Added |
| Certified Advisory Corp | 2,084 | $285.2K | 0.04% | +128+6.5% | Added |
| Herold Advisors, Inc. | 2,083 | $285.2K | 0.07% | +224+12.0% | Added |
| Sunpointe, LLC | 2,086 | $285.5K | 0.19% | −445−17.6% | Reduced |
| Consolidated Planning Corp | 2,091 | $286.2K | 0.05% | −273−11.5% | Reduced |
| Silver Coast Investments LLC | 2,096 | $286.8K | 0.12% | +339+19.3% | Added |
| Great Diamond Partners, LLC | 2,098 | $287.1K | 0.07% | −373−15.1% | Reduced |
| Veracity Capital LLC | 2,111 | $288.9K | 0.12% | +2,111 | New |
| Relyea Zuckerberg Hanson LLC | 2,114 | $289.3K | 0.05% | −252−10.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,124 | $290.7K | 0.02% | +145+7.3% | Added |
| First American Trust, FSB | 2,124 | $290.7K | 0.03% | +147+7.4% | Added |
| CoreFirst Bank & Trust | 2,127 | $291.1K | 0.20% | +20+0.9% | Added |
| RMB Capital Management, LLC | 2,130 | $291.5K | 0.01% | −10−0.5% | Reduced |
| Montecito Bank & Trust | 2,130 | $291.5K | 0.06% | −114−5.1% | Reduced |
| Southland Equity Partners LLC | 2,132 | $291.7K | 0.08% | +7+0.3% | Added |
| Leavell Investment Management, Inc. | 2,148 | $294.0K | 0.02% | +268+14.3% | Added |
| Vertex Planning Partners, LLC | 2,149 | $294.1K | 0.08% | −206−8.7% | Reduced |
| Holistic Planning, LLC | 1,979 | $294.1K | 0.23% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,150 | $294.2K | 0.10% | +161+8.1% | Added |
| Sachetta, LLC | 2,281 | $294.4K | 0.13% | −171−7.0% | Reduced |
| Wedmont Private Capital | 2,069 | $294.5K | 0.02% | −758−26.8% | Reduced |
| King Wealth | 2,158 | $295.0K | 0.05% | −191−8.1% | Reduced |
| US Asset Management LLC | 2,155 | $295.0K | 0.27% | −54−2.4% | Reduced |
| Covenant Partners, LLC | 2,156 | $295.0K | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,173 | $295.4K | 0.04% | +2,173 | New |
| Meridian Wealth Advisors, LLC | 2,160 | $295.6K | 0.05% | −414−16.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,161 | $295.7K | 0.04% | −46−2.1% | Reduced |
| DT Investment Partners, LLC | 2,173 | $297.4K | 0.03% | +855+64.9% | Added |
| Boothbay Fund Management, LLC | 2,182 | $298.6K | 0.01% | +2,182 | New |
| Vicus Capital | 2,189 | $299.5K | 0.03% | −913−29.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,189 | $299.6K | 0.11% | −93−4.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,199 | $300.9K | 0.12% | −3−0.1% | Reduced |
| FDx Advisors, Inc. | 2,199 | $301.0K | 0.08% | −9,701−81.5% | Reduced |
| Buffington Mohr McNeal | 2,201 | $301.3K | 0.05% | +10.0% | Added |
| IMS Capital Management | 2,340 | $301.5K | 0.14% | −106−4.3% | Reduced |
| Foster & Motley Inc | 2,216 | $303.0K | 0.02% | −500−18.4% | Reduced |
| Lane & Associates LLC | 2,222 | $304.1K | 0.18% | +116+5.5% | Added |
| Traphagen Investment Advisors LLC | 2,222 | $304.1K | 0.03% | −83−3.6% | Reduced |
| STAR Financial Bank | 2,223 | $304.2K | 0.23% | −635−22.2% | Reduced |
| Evexia Wealth LLC | 2,123 | $308.3K | 0.12% | +25+1.2% | Added |
| WealthShield Partners, LLC | 2,255 | $308.6K | 0.05% | +187+9.0% | Added |
| Lyell Wealth Management, LP | 2,263 | $309.7K | 0.03% | −190−7.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,268 | $310.4K | 0.10% | +549+31.9% | Added |
| Beaton Management Co. Inc. | 2,274 | $311.0K | 0.17% | +7+0.3% | Added |
| Petrus Trust Company, LTA | 2,277 | $311.6K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,280 | $312.0K | 0.12% | −114−4.8% | Reduced |
| Greenfield Savings Bank | 2,281 | $312.2K | 0.16% | +556+32.2% | Added |
| Sollinda Capital Management LLC | 2,295 | $314.1K | 0.10% | +100+4.6% | Added |
| Gratus Wealth Advisors, LLC | 2,166 | $314.5K | 0.05% | −949−30.5% | Reduced |
| MTM Investment Management, LLC | 2,301 | $314.8K | 0.13% | −22−0.9% | Reduced |
| First Trust Investment Solutions L.P. | 2,306 | $315.6K | 0.04% | +126+5.8% | Added |
| Lynx Investment Advisory | 2,306 | $315.6K | 0.23% | +2,306 | New |
| LexAurum Advisors, LLC | 2,308 | $315.9K | 0.08% | +53+2.4% | Added |
| 360 Financial, Inc. | 2,311 | $316.3K | 0.12% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,318 | $317.3K | 0.01% | +685+41.9% | Added |
| Chaney Capital Management, Inc. | 2,320 | $317.5K | 0.21% | −110−4.5% | Reduced |
| Sharp Financial Services, LLC | 2,327 | $318.4K | 0.27% | −229−9.0% | Reduced |