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 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 4,344 | $464.0K | 0.09% | +810+22.9% | Added |
| SRS Capital Advisors, Inc. | 3,394 | $464.5K | 0.05% | +1,917+129.8% | Added |
| IFG Advisors, LLC | 3,396 | $464.7K | 0.11% | +13+0.4% | Added |
| Octavia Wealth Advisors, LLC | 3,396 | $464.7K | 0.06% | −126−3.6% | Reduced |
| Xcel Wealth Management, LLC | 3,396 | $464.7K | 0.15% | −75−2.2% | Reduced |
| Eads & Heald Wealth Management | 3,409 | $467.0K | 0.23% | −1,066−23.8% | Reduced |
| Defined Wealth Management, LLC | 3,414 | $467.2K | 0.32% | −173−4.8% | Reduced |
| Opinicus Capital, Inc. | 3,420 | $468.1K | 0.39% | +740+27.6% | Added |
| Brown, Lisle/Cummings, Inc. | 3,428 | $469.1K | 0.15% | +1,053+44.3% | Added |
| Keebeck Alpha, LP | 3,430 | $469.4K | 0.35% | +3,430 | New |
| DAGCO, Inc. | 3,437 | $470.4K | 0.21% | −646−15.8% | Reduced |
| Accurate Wealth Management, LLC | 3,264 | $470.4K | 0.11% | +148+4.7% | Added |
| Penserra Capital Management LLC | 3,452 | $472.0K | 0.01% | +46+1.4% | Added |
| Hoylecohen, LLC | 3,460 | $473.5K | 0.04% | +1,286+59.2% | Added |
| Archer Investment Corp | 3,464 | $474.0K | 0.14% | +102+3.0% | Added |
| Wallace Advisory Group, LLC | 3,469 | $474.7K | 0.34% | +2,140+161.0% | Added |
| NCM Capital Management, LLC | 3,473 | $475.3K | 0.25% | +155+4.7% | Added |
| Sax Wealth Advisors, LLC | 3,496 | $478.5K | 0.05% | +3,496 | New |
| Stratos Wealth Advisors, LLC | 3,505 | $479.7K | 0.02% | −14−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,510 | $480.4K | 0.04% | −74−2.1% | Reduced |
| Roble, Belko & Company, Inc | 3,513 | $481.0K | 0.08% | 00.0% | Unchanged |
| Viawealth, LLC | 3,522 | $481.9K | 0.30% | +213+6.4% | Added |
| Family Legacy, Inc. | 3,529 | $482.9K | 0.17% | −25−0.7% | Reduced |
| Liberty Capital Management, Inc. | 3,535 | $483.8K | 0.11% | 00.0% | Unchanged |
| Ignite Planners, LLC | 3,565 | $486.1K | 0.12% | −5−0.1% | Reduced |
| Pathway Financial Advisors LLC | 3,560 | $487.2K | 0.13% | −31−0.9% | Reduced |
| First Affirmative Financial Network | 3,570 | $488.6K | 0.34% | +31+0.9% | Added |
| Cutler Investment Counsel LLC | 3,586 | $490.7K | 0.07% | +307+9.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,601 | $492.8K | 0.34% | +2+0.1% | Added |
| Stonebrook Private Inc. | 3,609 | $493.9K | 0.14% | +741+25.8% | Added |
| Sar Wealth Management Group, LLC | 3,654 | $500.0K | 0.35% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,658 | $500.6K | 0.14% | +168+4.8% | Added |
| Absher Wealth Management, LLC | 3,666 | $501.7K | 0.07% | +775+26.8% | Added |
| BCJ Capital Management, LLC | 3,672 | $502.5K | 0.04% | +1,052+40.2% | Added |
| Waldron Private Wealth LLC | 3,674 | $502.8K | 0.02% | −337−8.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,689 | $504.8K | 0.18% | −469−11.3% | Reduced |
| Phoenix Holdings Ltd. | 3,707 | $505.0K | 0.01% | −27,682−88.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,432 | $505.7K | 0.04% | +1,937+129.6% | Added |
| Caldwell Sutter Capital, Inc. | 3,707 | $507.3K | 0.25% | +342+10.2% | Added |
| EverSource Wealth Advisors, LLC | 3,898 | $508.2K | 0.03% | −90−2.3% | Reduced |
| Ellis Investment Partners, LLC | 3,722 | $509.3K | 0.11% | +3,722 | New |
| Sentinus, LLC | 3,723 | $509.5K | 0.17% | −69−1.8% | Reduced |
| Summit Asset Management, LLC | 3,727 | $510.0K | 0.11% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 3,731 | $510.5K | 0.22% | −94−2.5% | Reduced |
| Laurion Capital Management LP | 3,731 | $510.6K | 0.02% | −19,747−84.1% | Reduced |
| AXS Investments LLC | 3,736 | $511.3K | 0.14% | +3,736 | New |
| Breakwater Capital Group | 3,738 | $511.5K | 0.12% | +133+3.7% | Added |
| Durante & Waters, LLC | 3,754 | $513.8K | 0.46% | +20+0.5% | Added |
| Franklin Street Advisors Inc | 3,757 | $514.0K | 0.04% | +1,500+66.5% | Added |
| Cascade Financial Partners, LLC | 3,759 | $514.4K | 0.07% | −69−1.8% | Reduced |
| Boston Family Office LLC | 3,779 | $517.0K | 0.04% | 00.0% | Unchanged |
| First Western Trust Bank | 3,783 | $517.7K | 0.02% | −101−2.6% | Reduced |
| Phillips Wealth Planners LLC | 3,845 | $521.6K | 0.55% | −116−2.9% | Reduced |
| Girard Partners Ltd. | 3,813 | $521.9K | 0.05% | −208−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,061 | $523.9K | 0.02% | −352−8.0% | Reduced |
| Richard W. Paul & Associates, LLC | 3,830 | $524.1K | 0.20% | +200+5.5% | Added |
| Heritage Wealth Advisors | 3,831 | $524.2K | 0.02% | −1,763−31.5% | Reduced |
| FRG Family Wealth Advisors LLC | 4,250 | $529.1K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,870 | $529.6K | 0.05% | −1,565−28.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,871 | $529.7K | 0.16% | +3,871 | New |
| Financial Advocates Investment Management | 3,874 | $530.2K | 0.03% | −1,964−33.6% | Reduced |
| River Street Advisors LLC | 3,879 | $530.8K | 0.33% | −22−0.6% | Reduced |
| Clifford Group, LLC | 3,888 | $532.1K | 0.43% | +17+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 3,899 | $533.6K | 0.05% | −717−15.5% | Reduced |
| Bank Ozk | 3,913 | $535.5K | 0.23% | −58−1.5% | Reduced |
| Ceera Investments, LLC | 3,936 | $538.6K | 0.23% | +3,936 | New |
| RDA Financial Network | 3,937 | $538.7K | 0.18% | −72−1.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,942 | $539.5K | 0.08% | +1,991+102.1% | Added |
| Diamant Asset Management, Inc. | 3,950 | $540.6K | 0.36% | +65+1.7% | Added |
| Juncture Wealth Strategies, LLC | 3,979 | $544.5K | 0.23% | +1,110+38.7% | Added |
| Powers Advisory Group, LLC | 3,986 | $545.4K | 0.30% | +3+0.1% | Added |
| Barr E S & Co | 3,989 | $545.9K | 0.04% | −37−0.9% | Reduced |
| Smith, Salley & Associates | 3,990 | $546.0K | 0.04% | −145−3.5% | Reduced |
| Bridges Investment Management Inc | 3,998 | $547.1K | 0.01% | +2,129+113.9% | Added |
| Profit Investment Management, LLC | 4,001 | $547.5K | 0.34% | +512+14.7% | Added |
| S.A. Mason LLC | 4,011 | $548.9K | 0.31% | 00.0% | Unchanged |
| Trust Point Inc. | 4,022 | $550.4K | 0.04% | −442−9.9% | Reduced |
| Rogco, LP | 4,050 | $554.2K | 0.23% | −156−3.7% | Reduced |
| Ancora Advisors, LLC | 4,073 | $557.5K | 0.01% | −420−9.3% | Reduced |
| Elevated Capital Advisors, LLC | 4,074 | $557.5K | 0.16% | +593+17.0% | Added |
| Guardian Investment Management | 4,075 | $557.7K | 0.41% | +4,075 | New |
| Wellington Shields & Co., LLC | 4,125 | $564.5K | 0.18% | +900+27.9% | Added |
| Strategic Investment Solutions, Inc. | 4,337 | $565.5K | 0.18% | +4,337 | New |
| TBH Global Asset Management, LLC | 4,143 | $567.0K | 0.13% | −20−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 4,148 | $567.7K | 0.26% | +146+3.6% | Added |
| Kovack Advisors, Inc. | 4,164 | $569.8K | 0.06% | +4,164 | New |
| Evermay Wealth Management LLC | 4,167 | $570.2K | 0.09% | −290−6.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,172 | $570.9K | 0.19% | +9+0.2% | Added |
| Paragon Private Wealth Management, LLC | 4,181 | $572.2K | 0.32% | −936−18.3% | Reduced |
| GM Advisory Group, Inc. | 4,184 | $572.6K | 0.04% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,186 | $572.9K | 0.33% | +705+20.3% | Added |
| JFS Wealth Advisors, LLC | 4,202 | $575.0K | 0.05% | −7−0.2% | Reduced |
| Larson Financial Group LLC | 4,224 | $578.1K | 0.04% | +128+3.1% | Added |
| Central Bank & Trust Co | 4,225 | $578.2K | 0.08% | −2,137−33.6% | Reduced |
| Ambassador Advisors, LLC | 4,252 | $581.8K | 0.11% | +155+3.8% | Added |
| Shakespeare Wealth Management, Inc. | 4,252 | $581.9K | 0.17% | +4+0.1% | Added |
| Greenwich Wealth Management LLC | 4,257 | $583.0K | 0.04% | −28−0.7% | Reduced |
| Revolve Wealth Partners, LLC | 4,262 | $583.3K | 0.10% | +4,262 | New |
| HM Payson & Co | 4,266 | $583.8K | 0.01% | +63+1.5% | Added |
| Aigen Investment Management, LP | 4,273 | $584.8K | 0.11% | +4,273 | New |