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 |
|---|---|---|---|---|---|
| CKW Financial Group | 4,301 | $585.0K | 0.07% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,281 | $585.9K | 0.40% | −12−0.3% | Reduced |
| Meyer Handelman Co | 4,300 | $588.5K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,314 | $590.4K | 0.36% | +563+15.0% | Added |
| Heartwood Wealth Advisors LLC | 4,334 | $593.1K | 0.07% | +1,853+74.7% | Added |
| Simmons Bank | 4,335 | $593.2K | 0.04% | −380−8.1% | Reduced |
| Pettee Investors, Inc. | 4,340 | $593.9K | 0.29% | −460−9.6% | Reduced |
| St. Johns Investment Management Company, LLC | 4,340 | $593.9K | 0.28% | −126−2.8% | Reduced |
| Virtue Capital Management, LLC | 4,743 | $595.6K | 0.10% | −307−6.1% | Reduced |
| Geller Advisors LLC | 4,359 | $596.5K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,363 | $597.0K | 0.04% | +2,246+106.1% | Added |
| Verity Asset Management, Inc. | 4,380 | $599.4K | 0.24% | +2,240+104.7% | Added |
| Peoples Financial Services Corp. | 4,386 | $600.2K | 0.27% | −539−10.9% | Reduced |
| Cohen Capital Management, Inc. | 4,405 | $602.8K | 0.10% | +3+0.1% | Added |
| Tradewinds, LLC. | 4,406 | $603.0K | 0.19% | +4,406 | New |
| Quadrant Capital Group LLC | 4,407 | $603.1K | 0.04% | −842−16.0% | Reduced |
| Donoghue Forlines LLC | 4,433 | $606.7K | 0.17% | +187+4.4% | Added |
| Oakworth Capital, Inc. | 4,436 | $607.1K | 0.04% | +421+10.5% | Added |
| Allred Capital Management, LLC | 4,444 | $608.2K | 0.23% | −4−0.1% | Reduced |
| WestHill Financial Advisors, Inc. | 4,451 | $609.2K | 0.15% | +10.0% | Added |
| Smith, Moore & Co. | 4,455 | $609.7K | 0.06% | −219−4.7% | Reduced |
| Buck Wealth Strategies, LLC | 4,470 | $611.8K | 0.18% | −39,554−89.8% | Reduced |
| Geneos Wealth Management Inc. | 4,503 | $616.3K | 0.03% | −46−1.0% | Reduced |
| Agf Management Ltd | 4,543 | $621.7K | 0.00% | +4,543 | New |
| Burford Brothers, Inc. | 4,560 | $624.0K | 0.36% | +685+17.7% | Added |
| Cidel Asset Management Inc | 4,577 | $626.4K | 0.05% | +672+17.2% | Added |
| Community Bank & Trust, Waco, Texas | 4,603 | $630.0K | 0.16% | −62−1.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,619 | $632.1K | 0.03% | +5+0.1% | Added |
| City State Bank | 4,620 | $632.2K | 0.26% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,625 | $632.9K | 0.05% | +214+4.9% | Added |
| Eqis Capital Management, Inc. | 4,647 | $635.9K | 0.05% | −4,377−48.5% | Reduced |
| Chicago Trust Co NA | 4,649 | $636.2K | 0.13% | −762−14.1% | Reduced |
| Equitable Trust Co | 4,656 | $637.2K | 0.04% | +2,630+129.8% | Added |
| Simon Quick Advisors, LLC | 4,656 | $637.2K | 0.05% | +260+5.9% | Added |
| apricus wealth, LLC | 4,661 | $637.9K | 0.46% | −44−0.9% | Reduced |
| Fernwood Investment Management, LLC | 4,663 | $638.1K | 0.20% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 4,697 | $642.8K | 0.31% | +11+0.2% | Added |
| Traynor Capital Management, Inc. | 4,698 | $642.9K | 0.05% | −1,028−18.0% | Reduced |
| Quadcap Wealth Management, LLC | 4,698 | $643.0K | 0.12% | −3,819−44.8% | Reduced |
| Southeast Asset Advisors Inc. | 4,705 | $643.9K | 0.08% | −40−0.8% | Reduced |
| Annex Advisory Services, LLC | 4,709 | $644.4K | 0.02% | +15+0.3% | Added |
| Buttonwood Financial Advisors Inc. | 4,724 | $646.5K | 0.31% | −7−0.1% | Reduced |
| McAdam, LLC | 4,731 | $647.4K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,749 | $650.0K | 0.03% | +908+23.6% | Added |
| Wilson & Boucher Capital Management, LLC | 4,761 | $651.5K | 0.50% | −255−5.1% | Reduced |
| Tyche Wealth Partners LLC | 4,764 | $652.0K | 0.16% | −602−11.2% | Reduced |
| Solitude Financial Services | 4,800 | $656.9K | 0.31% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,810 | $658.3K | 0.03% | −372−7.2% | Reduced |
| JT Stratford LLC | 4,815 | $658.9K | 0.12% | −516−9.7% | Reduced |
| Smartleaf Asset Management LLC | 4,851 | $659.0K | 0.11% | +527+12.2% | Added |
| Advisors Management Group Inc | 4,832 | $661.0K | 0.17% | +72+1.5% | Added |
| Westpac Banking Corp | 4,859 | $665.0K | 0.05% | −441−8.3% | Reduced |
| Reuter James Wealth Management, LLC | 4,884 | $668.4K | 0.49% | −891−15.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,884 | $668.4K | 0.20% | −962−16.5% | Reduced |
| Wealth Alliance | 4,895 | $669.8K | 0.09% | −6,039−55.2% | Reduced |
| Capital Asset Advisory Services LLC | 4,994 | $670.5K | 0.04% | −349−6.5% | Reduced |
| Conning Inc. | 4,912 | $672.2K | 0.02% | −13,106−72.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 4,915 | $672.6K | 0.39% | −325−6.2% | Reduced |
| Taylor Financial Group, Inc. | 4,923 | $673.7K | 0.52% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,924 | $673.8K | 0.01% | −79−1.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,933 | $675.0K | 0.24% | +212+4.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,939 | $675.9K | 0.15% | +623+14.4% | Added |
| Morningstar Investment Management LLC | 4,959 | $679.0K | 0.07% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $679.3K | 0.39% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,967 | $679.7K | 0.55% | +10.0% | Added |
| VeraBank, N.A. | 4,977 | $681.1K | 0.21% | −103−2.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,986 | $682.5K | 0.19% | +7+0.1% | Added |
| Studio Investment Management LLC | 4,988 | $682.6K | 0.16% | +767+18.2% | Added |
| First Financial Bank - Trust Division | 4,991 | $683.0K | 0.07% | −1,109−18.2% | Reduced |
| CPR Investments Inc. | 5,000 | $684.3K | 0.57% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,023 | $687.4K | 0.19% | −1,253−20.0% | Reduced |
| Founders Financial Securities LLC | 5,028 | $688.1K | 0.07% | −2,269−31.1% | Reduced |
| Golden State Equity Partners | 5,033 | $688.8K | 0.14% | +5,033 | New |
| Belpointe Asset Management LLC | 5,040 | $689.7K | 0.05% | −1,386−21.6% | Reduced |
| Founders Financial Alliance, LLC | 5,053 | $691.4K | 0.21% | +110+2.2% | Added |
| Chicago Capital, LLC | 5,061 | $692.6K | 0.02% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 5,068 | $693.6K | 0.39% | +69+1.4% | Added |
| Wealthspire Advisors, LLC | 5,075 | $694.6K | 0.01% | −92−1.8% | Reduced |
| Ar Asset Management Inc | 5,100 | $698.0K | 0.17% | 00.0% | Unchanged |
| Community Trust & Investment Co | 5,101 | $698.1K | 0.05% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 5,104 | $698.4K | 0.22% | −3,701−42.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $699.8K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 5,143 | $703.8K | 0.10% | −5,269−50.6% | Reduced |
| Norden Group LLC | 5,148 | $704.6K | 0.14% | −608−10.6% | Reduced |
| David Loasby | 5,212 | $707.0K | 0.07% | −136−2.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 5,182 | $709.2K | 0.30% | +5,182 | New |
| Winthrop Advisory Group LLC | 5,186 | $709.7K | 0.10% | +2,842+121.2% | Added |
| MQS Management LLC | 5,199 | $711.5K | 0.43% | +1,348+35.0% | Added |
| Eagle Bluffs Wealth Management LLC | 5,208 | $712.7K | 0.41% | +205+4.1% | Added |
| Cetera Trust Company, N.A | 5,209 | $712.9K | 0.45% | −65−1.2% | Reduced |
| Garda Capital Partners LP | 5,210 | $713.0K | 0.38% | +5,210 | New |
| Boyd Watterson Asset Management LLC | 5,226 | $715.2K | 0.20% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,228 | $715.5K | 0.05% | +5,228 | New |
| Centaurus Financial, Inc. | 5,236 | $717.0K | 0.05% | −339−6.1% | Reduced |
| AlphaStar Capital Management, LLC | 5,241 | $717.2K | 0.07% | +5,241 | New |
| Pettyjohn, Wood & White, Inc | 5,255 | $719.1K | 0.14% | −387−6.9% | Reduced |
| SC&H Financial Advisors, Inc. | 5,271 | $721.4K | 0.18% | +158+3.1% | Added |
| Bank of Hawaii | 5,274 | $721.7K | 0.03% | −229−4.2% | Reduced |
| Emerald Advisors, LLC | 5,278 | $722.3K | 0.11% | +1,502+39.8% | Added |
| Northstar Group, Inc. | 5,283 | $723.0K | 0.14% | −531−9.1% | Reduced |