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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 2,330 | $318.9K | 0.02% | +13+0.6% | Added |
| Fulcrum Equity Management | 2,332 | $319.1K | 0.29% | +462+24.7% | Added |
| Etfidea, LLC | 2,336 | $319.6K | 0.11% | +10.0% | Added |
| Nicolet Bankshares Inc | 2,348 | $321.3K | 0.08% | −40−1.7% | Reduced |
| DF Dent & Co Inc | 2,349 | $321.5K | 0.00% | −1,170−33.2% | Reduced |
| RB Capital Management, LLC | 2,353 | $322.0K | 0.08% | −764−24.5% | Reduced |
| Westhampton Capital, LLC | 2,355 | $322.3K | 0.17% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,359 | $322.8K | 0.02% | −334−12.4% | Reduced |
| waypoint wealth counsel | 2,359 | $322.9K | 0.25% | −41−1.7% | Reduced |
| N.E.W. Advisory Services LLC | 2,370 | $324.4K | 0.04% | +332+16.3% | Added |
| Atlas Brown,Inc. | 2,379 | $325.5K | 0.12% | −247−9.4% | Reduced |
| Chesapeake Wealth Management | 2,382 | $326.0K | 0.12% | −5,123−68.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,384 | $326.2K | 0.15% | −891−27.2% | Reduced |
| Financial Management Professionals, Inc. | 2,391 | $327.0K | 0.04% | +160+7.2% | Added |
| Walker Financial Services, Inc. | 2,205 | $327.5K | 0.26% | −11−0.5% | Reduced |
| Park Place Capital Corp | 2,396 | $327.9K | 0.10% | −928−27.9% | Reduced |
| San Luis Wealth Advisors LLC | 2,398 | $328.0K | 0.08% | +2,398 | New |
| Colonial Trust Advisors | 2,398 | $328.2K | 0.03% | −523−17.9% | Reduced |
| Optimist Retirement Group LLC | 2,399 | $328.3K | 0.17% | +57+2.4% | Added |
| Burns Matteson Capital Management, LLC | 2,402 | $328.7K | 0.21% | −186−7.2% | Reduced |
| Cannon Financial Strategists, Inc. | 2,419 | $331.0K | 0.06% | −200−7.6% | Reduced |
| Allegheny Financial Group LTD | 2,421 | $331.3K | 0.10% | −9−0.4% | Reduced |
| New Hampshire Trust | 2,421 | $331.3K | 0.08% | −55−2.2% | Reduced |
| Cobblestone Capital Advisors LLC | 2,430 | $332.5K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,431 | $332.7K | 0.04% | −460−15.9% | Reduced |
| Alliance Wealth Advisors, LLC | 2,434 | $333.2K | 0.21% | −121−4.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,435 | $333.2K | 0.32% | −7−0.3% | Reduced |
| Plato Investment Management Ltd | 2,437 | $333.5K | 0.03% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,306 | $334.8K | 0.38% | −18−0.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,461 | $336.8K | 0.02% | +2,461 | New |
| Salem Investment Counselors Inc | 2,463 | $337.0K | 0.01% | −115−4.5% | Reduced |
| Shufro Rose & Co LLC | 2,465 | $337.3K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,465 | $337.4K | 0.07% | +10.0% | Added |
| NWF Advisory Services Inc. | 2,467 | $337.5K | 0.05% | +2+0.1% | Added |
| AlphaMark Advisors, LLC | 2,471 | $338.0K | 0.12% | −33−1.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,486 | $340.3K | 0.07% | −1,144−31.5% | Reduced |
| Hancock Whitney Corp | 2,487 | $340.3K | 0.01% | +352+16.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,489 | $341.0K | 0.01% | −358−12.6% | Reduced |
| Gouws Capital LLC | 2,500 | $342.1K | 0.24% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,502 | $342.4K | 0.00% | −17,183−87.3% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $342.8K | 0.07% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,515 | $344.2K | 0.27% | 00.0% | Unchanged |
| Davidson Trust Co | 2,531 | $346.4K | 0.24% | −323−11.3% | Reduced |
| Old Mission Investment Co LLC | 2,539 | $347.5K | 0.11% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 2,561 | $347.8K | 0.00% | +2,561 | New |
| Claro Advisors LLC | 2,542 | $347.8K | 0.05% | −169−6.2% | Reduced |
| Tucker Asset Management LLC | 2,544 | $348.1K | 0.08% | +202+8.6% | Added |
| Alliance Wealth Advisors, LLC | 2,544 | $348.1K | 0.10% | −149−5.5% | Reduced |
| Spirit of America Management Corp | 2,550 | $349.0K | 0.07% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,554 | $349.5K | 0.05% | −100−3.8% | Reduced |
| Strategy Asset Managers LLC | 1,956 | $350.6K | 0.08% | −329−14.4% | Reduced |
| Abel Hall, LLC | 2,564 | $350.9K | 0.25% | +1,218+90.5% | Added |
| Delta Financial Advisors LLC | 2,569 | $351.6K | 0.14% | −19−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 2,574 | $352.2K | 0.04% | −148−5.4% | Reduced |
| Ausdal Financial Partners, Inc. | 2,580 | $353.0K | 0.04% | −90−3.4% | Reduced |
| Sweeney & Michel, LLC | 2,640 | $354.5K | 0.15% | +20+0.8% | Added |
| Sterling Financial Planning, Inc. | 2,599 | $355.7K | 0.14% | 00.0% | Unchanged |
| Peavine Capital, LLC | 2,600 | $355.8K | 0.09% | 00.0% | Unchanged |
| Human Investing LLC | 2,605 | $356.5K | 0.07% | −472−15.3% | Reduced |
| Kades & Cheifetz LLC | 2,606 | $356.6K | 0.22% | +48+1.9% | Added |
| Clear Creek Financial Management, LLC | 2,607 | $356.8K | 0.04% | −12−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 2,613 | $357.6K | 0.14% | −148−5.4% | Reduced |
| Weatherly Asset Management L. P. | 2,622 | $358.8K | 0.03% | −50−1.9% | Reduced |
| Country Trust Bank | 2,622 | $358.8K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,627 | $359.5K | 0.05% | −48−1.8% | Reduced |
| Fortitude Family Office, LLC | 2,628 | $359.6K | 0.20% | −73−2.7% | Reduced |
| Hodges Capital Management Inc. | 2,639 | $361.1K | 0.02% | +4+0.2% | Added |
| Pacitti Group Inc. | 2,640 | $361.3K | 0.19% | +4+0.2% | Added |
| Busey Wealth Management | 2,641 | $361.4K | 0.01% | +154+6.2% | Added |
| Fiduciary Financial Group, LLC | 2,456 | $361.8K | 0.09% | +2,456 | New |
| Leisure Capital Management | 2,645 | $362.0K | 0.17% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,649 | $362.5K | 0.11% | +2,649 | New |
| Suncoast Equity Management | 2,652 | $362.9K | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,652 | $362.9K | 0.01% | −472−15.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,662 | $364.0K | 0.02% | −45−1.7% | Reduced |
| Mizuho Markets Americas LLC | 2,660 | $364.0K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 2,661 | $364.2K | 0.07% | −26,031−90.7% | Reduced |
| Hyperion Partners, LLC | 2,668 | $365.1K | 0.26% | +2,668 | New |
| Baker Tilly Wealth Management, LLC | 2,673 | $365.7K | 0.15% | −2,801−51.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,675 | $366.1K | 0.00% | −558−17.3% | Reduced |
| Cambiar Investors LLC | 2,678 | $366.5K | 0.01% | −60−2.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,691 | $368.3K | 0.12% | −58−2.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,696 | $368.9K | 0.21% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,706 | $370.0K | 0.15% | −17,495−86.6% | Reduced |
| Royal Capital Wealth Management, LLC | 2,707 | $370.4K | 0.28% | +7+0.3% | Added |
| GeoWealth Management, LLC | 2,716 | $371.7K | 0.02% | +469+20.9% | Added |
| Gray Wealth Management Inc. | 2,720 | $372.2K | 0.16% | −49−1.8% | Reduced |
| Joule Financial, LLC | 2,724 | $372.8K | 0.15% | +163+6.4% | Added |
| Atlas Wealth LLC | 2,751 | $372.9K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 2,949 | $373.0K | 0.03% | +880+42.5% | Added |
| Ipswich Investment Management Co., Inc. | 2,726 | $373.1K | 0.09% | −208−7.1% | Reduced |
| First Financial Bankshares Inc | 2,733 | $374.0K | 0.01% | +1,187+76.8% | Added |
| Roberts Glore & Co Inc | 2,750 | $376.3K | 0.11% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,750 | $376.3K | 0.03% | +300+12.2% | Added |
| Global Trust Asset Management, LLC | 2,771 | $379.3K | 0.15% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,785 | $381.2K | 0.10% | +2,785 | New |
| Paulson Wealth Management Inc. | 2,793 | $382.2K | 0.11% | +50+1.8% | Added |
| nVerses Capital, LLC | 2,800 | $383.2K | 0.23% | +2,800 | New |
| Monument Capital Management | 2,802 | $383.4K | 0.11% | −1,453−34.1% | Reduced |
| D.B. Root & Company, LLC | 2,802 | $383.5K | 0.13% | −4,273−60.4% | Reduced |