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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 2,802 | $383.5K | 0.20% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,804 | $383.7K | 0.27% | −225−7.4% | Reduced |
| L2 Asset Management, LLC | 2,804 | $383.7K | 0.12% | +232+9.0% | Added |
| Catalyst Financial Partners LLC | 2,804 | $383.7K | 0.08% | −376−11.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 2,805 | $383.9K | 0.19% | +2,805 | New |
| Silverlake Wealth Management LLC | 2,812 | $384.9K | 0.16% | −102−3.5% | Reduced |
| Yeomans Consulting Group, Inc. | 2,818 | $385.6K | 0.15% | −327−10.4% | Reduced |
| Adirondack Trust Co | 2,824 | $386.4K | 0.16% | −9−0.3% | Reduced |
| Ledyard National Bank | 2,829 | $387.1K | 0.04% | −5−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,832 | $387.6K | 0.06% | −1,330−32.0% | Reduced |
| Wharton Business Group, LLC | 2,845 | $389.0K | 0.02% | −9,078−76.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,844 | $389.2K | 0.10% | +299+11.7% | Added |
| Choice Wealth Advisors, LLC | 2,849 | $389.9K | 0.21% | +23+0.8% | Added |
| Vanguard Capital Wealth Advisors | 2,851 | $390.1K | 0.26% | +509+21.7% | Added |
| Marble Harbor Investment Counsel, LLC | 2,855 | $390.7K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,857 | $391.0K | 0.10% | −214−7.0% | Reduced |
| Trustco Bank Corp N Y | 2,892 | $395.8K | 0.42% | −544−15.8% | Reduced |
| Verus Capital Partners, LLC | 2,890 | $396.3K | 0.04% | +185+6.8% | Added |
| Douglas Lane & Associates, LLC | 2,897 | $396.5K | 0.01% | −350−10.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,899 | $396.8K | 0.02% | +9+0.3% | Added |
| ERTS Wealth Advisors, LLC | 2,900 | $396.9K | 0.08% | −132−4.4% | Reduced |
| Clarius Group, LLC | 2,915 | $398.9K | 0.03% | −647−18.2% | Reduced |
| Cornerstone Wealth Group, LLC | 2,917 | $399.2K | 0.04% | −205−6.6% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $399.5K | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,929 | $400.9K | 0.01% | −811−21.7% | Reduced |
| Vista Investment Management | 2,936 | $401.8K | 0.16% | −1,163−28.4% | Reduced |
| Wealth Advisory Solutions, LLC | 2,940 | $402.4K | 0.11% | +446+17.9% | Added |
| Mill Creek Capital Advisors, LLC | 2,948 | $403.4K | 0.01% | −209−6.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,952 | $403.9K | 0.04% | −2,904−49.6% | Reduced |
| Thrive Wealth Management, LLC | 2,954 | $404.3K | 0.08% | −1,611−35.3% | Reduced |
| Weaver Consulting Group | 2,964 | $405.6K | 0.14% | −5−0.2% | Reduced |
| Sittner & Nelson, LLC | 2,966 | $405.9K | 0.20% | +1,100+58.9% | Added |
| Grove Bank & Trust | 2,969 | $406.3K | 0.07% | +20+0.7% | Added |
| Vance Wealth, Inc. | 2,970 | $406.4K | 0.17% | −10.0% | Reduced |
| Thomasville National Bank | 2,973 | $406.9K | 0.03% | +236+8.6% | Added |
| Qtron Investments LLC | 2,976 | $407.3K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,978 | $407.5K | 0.11% | −235−7.3% | Reduced |
| XTX Topco Ltd | 2,978 | $407.5K | 0.03% | −11,293−79.1% | Reduced |
| Terry L. Blaker | 2,986 | $408.6K | 0.02% | +7+0.2% | Added |
| Compagnie Lombard Odier SCmA | 3,000 | $410.6K | 0.01% | −353−10.5% | Reduced |
| Oxford Financial Group Ltd | 3,008 | $411.6K | 0.03% | +147+5.1% | Added |
| IVC Wealth Advisors LLC | 3,008 | $411.7K | 0.23% | +21+0.7% | Added |
| Forum Financial Management, LP | 3,019 | $413.1K | 0.01% | +157+5.5% | Added |
| Angeles Wealth Management, LLC | 3,020 | $413.3K | 0.04% | +832+38.0% | Added |
| Mason & Associates, LLC | 3,023 | $413.7K | 0.14% | +3,023 | New |
| Harbour Capital Advisors, LLC | 3,047 | $414.2K | 0.10% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 3,028 | $414.4K | 0.09% | −900−22.9% | Reduced |
| Core Alternative Capital | 3,037 | $415.6K | 0.08% | −185−5.7% | Reduced |
| NTV Asset Management LLC | 3,045 | $416.7K | 0.06% | +14+0.5% | Added |
| Guardian Capital Advisors LP | 3,080 | $417.8K | 0.04% | −2,785−47.5% | Reduced |
| Dechtman Wealth Management, LLC | 3,066 | $419.6K | 0.09% | +118+4.0% | Added |
| E&G Advisors, LP | 3,069 | $420.0K | 0.12% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,080 | $421.5K | 0.18% | −123−3.8% | Reduced |
| Parkside Financial Bank & Trust | 3,080 | $421.5K | 0.07% | −688−18.3% | Reduced |
| Fortis Capital Advisors, LLC | 3,081 | $421.6K | 0.15% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 3,084 | $422.0K | 0.30% | −1,260−29.0% | Reduced |
| Shepherd Financial Partners LLC | 3,094 | $423.4K | 0.05% | +92+3.1% | Added |
| Hyman Charles D | 3,101 | $424.0K | 0.02% | −67−2.1% | Reduced |
| Conscious Wealth Investments, LLC | 3,322 | $424.2K | 0.30% | −210−5.9% | Reduced |
| Kolinsky Wealth Management, LLC | 3,111 | $425.7K | 0.31% | −184−5.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,116 | $426.5K | 0.08% | −166−5.1% | Reduced |
| Marex Group plc | 3,119 | $426.8K | 0.01% | +3,119 | New |
| Center for Financial Planning, Inc. | 3,122 | $427.2K | 0.06% | 00.0% | Unchanged |
| LCNB Corp | 3,128 | $428.1K | 0.16% | −2,643−45.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,134 | $428.9K | 0.11% | −2,728−46.5% | Reduced |
| Gryphon Financial Partners LLC | 3,146 | $430.6K | 0.06% | −28−0.9% | Reduced |
| World Equity Group, Inc. | 3,156 | $431.9K | 0.13% | −3,140−49.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $432.4K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,164 | $433.0K | 0.06% | +28+0.9% | Added |
| MidWestOne Financial Group, Inc. | 3,169 | $433.7K | 0.08% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 3,174 | $434.4K | 0.18% | −61−1.9% | Reduced |
| Sterling Investment Counsel, LLC | 3,202 | $438.2K | 0.17% | +17+0.5% | Added |
| ORG Partners LLC | 3,220 | $438.2K | 0.05% | +2,889+872.8% | Added |
| Field & Main Bank | 3,205 | $438.6K | 0.16% | +61+1.9% | Added |
| Mystic Asset Management, Inc. | 3,207 | $438.9K | 0.18% | +185+6.1% | Added |
| Premier Path Wealth Partners, LLC | 3,209 | $439.1K | 0.07% | −308−8.8% | Reduced |
| Kennedy Investment Group | 3,209 | $439.2K | 0.22% | −37−1.1% | Reduced |
| LMG Wealth Partners, LLC | 3,210 | $439.2K | 0.11% | +25+0.8% | Added |
| MKT Advisors LLC | 3,276 | $439.9K | 0.22% | +15+0.5% | Added |
| Personal Cfo Solutions, LLC | 3,215 | $439.9K | 0.07% | −51−1.6% | Reduced |
| Patten & Patten Inc | 3,220 | $440.6K | 0.03% | −12−0.4% | Reduced |
| American National Bank | 3,228 | $441.8K | 0.06% | +28+0.9% | Added |
| Flagship Harbor Advisors, LLC | 3,230 | $442.1K | 0.03% | +865+36.6% | Added |
| Montis Financial, LLC | 3,234 | $442.6K | 0.20% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,236 | $442.8K | 0.02% | −44,644−93.2% | Reduced |
| Gsa Capital Partners LLP | 3,237 | $443.0K | 0.03% | −2,998−48.1% | Reduced |
| Childress Capital Advisors, LLC | 3,246 | $444.2K | 0.13% | +560+20.8% | Added |
| Eaton-Cambridge Inc. | 3,262 | $446.4K | 0.23% | +15+0.5% | Added |
| S&CO Inc | 3,270 | $447.0K | 0.03% | −500−13.3% | Reduced |
| Vista Investment Partners LLC | 3,268 | $447.2K | 0.15% | −7,898−70.7% | Reduced |
| Dana Investment Advisors, Inc. | 3,307 | $452.6K | 0.02% | −251−7.1% | Reduced |
| Dividend Assets Capital, LLC | 3,321 | $454.4K | 0.09% | −125−3.6% | Reduced |
| First Hawaiian Bank | 3,338 | $456.8K | 0.02% | −4,190−55.7% | Reduced |
| Range Financial Group LLC | 3,341 | $457.1K | 0.23% | −80−2.3% | Reduced |
| Versant Capital Management, Inc | 3,352 | $458.7K | 0.12% | +140+4.4% | Added |
| Silver Oak Securities, Inc | 3,357 | $459.4K | 0.07% | +136+4.2% | Added |
| Journey Advisory Group, LLC | 3,376 | $462.0K | 0.06% | +1,802+114.5% | Added |
| Prelude Capital Management, LLC | 3,381 | $462.7K | 0.04% | +3,381 | New |
| Calton & Associates, Inc. | 3,383 | $462.9K | 0.23% | +1,400+70.6% | Added |
| Segment Wealth Management, LLC | 3,386 | $463.3K | 0.03% | −18−0.5% | Reduced |