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 |
|---|---|---|---|---|---|
| Sterneck Capital Management, LLC | 14,397 | $1.97M | 1.12% | +1,146+8.6% | Added |
| Horizon Investments, LLC | 14,359 | $1.97M | 0.05% | −2,286−13.7% | Reduced |
| Ieq Capital, LLC | 14,352 | $1.96M | 0.03% | +1,532+12.0% | Added |
| Citizens Financial Group Inc | 14,349 | $1.96M | 0.04% | +823+6.1% | Added |
| Advisory Services & Investments, LLC | 14,339 | $1.96M | 1.36% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 14,209 | $1.94M | 0.05% | +3,449+32.1% | Added |
| Clear Rock Advisors, LLC | 14,157 | $1.94M | 0.83% | +289+2.1% | Added |
| NorthRock Partners, LLC | 14,121 | $1.93M | 0.07% | +1,334+10.4% | Added |
| Tradition Wealth Management, LLC | 14,088 | $1.93M | 0.19% | −264−1.8% | Reduced |
| Axq Capital, LP | 14,069 | $1.93M | 0.45% | +14,069 | New |
| Vermillion & White Wealth Management Group, LLC | 14,067 | $1.93M | 1.45% | −10.0% | Reduced |
| StoneX Group Inc. | 13,972 | $1.91M | 0.15% | −1,996−12.5% | Reduced |
| Machina Capital S.A.S. | 13,917 | $1.90M | 0.85% | +13,917 | New |
| Virginia Wealth Management Group, Inc. | 13,868 | $1.90M | 1.56% | −22−0.2% | Reduced |
| Little House Capital LLC | 13,845 | $1.89M | 0.59% | +3,817+38.1% | Added |
| Corbyn Investment Management Inc | 13,698 | $1.87M | 0.77% | −73−0.5% | Reduced |
| Portside Wealth Group, LLC | 13,684 | $1.87M | 0.36% | −2,103−13.3% | Reduced |
| Rockland Trust Co | 13,676 | $1.87M | 0.10% | +162+1.2% | Added |
| Rossmore Private Capital | 13,703 | $1.87M | 0.25% | −357−2.5% | Reduced |
| Hilltop Holdings Inc. | 13,630 | $1.87M | 0.22% | +379+2.9% | Added |
| Camden Capital, LLC | 13,613 | $1.86M | 0.15% | −243−1.8% | Reduced |
| BTC Capital Management, Inc. | 13,612 | $1.86M | 0.17% | −784−5.4% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.86M | 0.50% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 13,591 | $1.86M | 0.36% | −102−0.7% | Reduced |
| Herbst Group, LLC | 13,590 | $1.86M | 1.13% | +13,590 | New |
| Ballentine Partners, LLC | 13,518 | $1.85M | 0.03% | −1,146−7.8% | Reduced |
| WT Wealth Management | 13,510 | $1.85M | 0.63% | +86+0.6% | Added |
| Gries Financial LLC | 13,508 | $1.85M | 0.38% | −536−3.8% | Reduced |
| Concord Wealth Partners | 13,443 | $1.84M | 0.32% | +254+1.9% | Added |
| Stoneridge Investment Partners LLC | 13,324 | $1.82M | 0.69% | −550−4.0% | Reduced |
| Petredis Investment Advisors LLC | 13,316 | $1.82M | 0.20% | −129−1.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,313 | $1.82M | 0.04% | −155−1.2% | Reduced |
| Bristlecone Advisors, LLC | 13,307 | $1.82M | 0.16% | −48−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 13,274 | $1.82M | 0.24% | +330+2.5% | Added |
| Confluence Wealth Services, Inc. | 13,250 | $1.81M | 0.14% | +2,414+22.3% | Added |
| Aull & Monroe Investment Management Corp | 13,247 | $1.81M | 0.89% | −159−1.2% | Reduced |
| Royal Fund Management, LLC | 13,211 | $1.81M | 0.24% | −2,482−15.8% | Reduced |
| Sigma Planning Corp | 13,193 | $1.81M | 0.06% | −902−6.4% | Reduced |
| Carson Advisory Inc. | 13,174 | $1.80M | 1.26% | +3,354+34.2% | Added |
| Concentric Capital Strategies, LP | 13,168 | $1.80M | 0.11% | +13,168 | New |
| Moors & Cabot, Inc. | 13,162 | $1.80M | 0.10% | −992−7.0% | Reduced |
| Balyasny Asset Management LLC | 13,130 | $1.80M | 0.00% | +13,130 | New |
| V-Square Quantitative Management LLC | 13,126 | $1.80M | 0.29% | +1,051+8.7% | Added |
| Forte Capital LLC | 13,046 | $1.79M | 0.22% | −254−1.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 13,017 | $1.78M | 0.38% | 00.0% | Unchanged |
| Cypress Capital, LLC | 13,012 | $1.78M | 0.49% | +169+1.3% | Added |
| Park National Corp | 12,971 | $1.78M | 0.07% | −1,441−10.0% | Reduced |
| Global Retirement Partners, LLC | 12,955 | $1.77M | 0.06% | +2,322+21.8% | Added |
| Loudon Investment Management, LLC | 12,905 | $1.77M | 1.04% | +1,700+15.2% | Added |
| Alerus Financial NA | 12,892 | $1.76M | 0.13% | +12,892 | New |
| Leonteq Securities AG | 12,869 | $1.76M | 0.25% | +8,331+183.6% | Added |
| Convergence Investment Partners, LLC | 12,865 | $1.76M | 0.51% | +6,878+114.9% | Added |
| Excalibur Management Corp | 12,826 | $1.76M | 0.72% | +646+5.3% | Added |
| Sage Mountain Advisors LLC | 12,805 | $1.75M | 0.16% | −49−0.4% | Reduced |
| Wolverine Trading, LLC | 12,757 | $1.75M | 0.03% | +12,757 | New |
| Resources Investment Advisors, LLC. | 12,753 | $1.75M | 0.02% | +1,094+9.4% | Added |
| Mission Wealth Management, LP | 12,730 | $1.74M | 0.05% | −789−5.8% | Reduced |
| Central Pacific Bank - Trust Division | 12,624 | $1.73M | 0.21% | −651−4.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,618 | $1.73M | 0.02% | −542−4.1% | Reduced |
| Cordatus Wealth Management LLC | 12,606 | $1.73M | 0.65% | +12,606 | New |
| Mill Capital Management, LLC | 12,600 | $1.72M | 0.14% | −1,500−10.6% | Reduced |
| Vident Advisory, LLC | 12,599 | $1.72M | 0.05% | +6,004+91.0% | Added |
| MWA Asset Management | 12,577 | $1.72M | 1.23% | −557−4.2% | Reduced |
| Banco Santander, S.A. | 12,517 | $1.71M | 0.02% | +281+2.3% | Added |
| Brighton Jones LLC | 12,468 | $1.71M | 0.06% | +995+8.7% | Added |
| Garner Asset Management Corp | 12,452 | $1.70M | 0.83% | +2,734+28.1% | Added |
| Spire Wealth Management | 12,385 | $1.69M | 0.06% | +726+6.2% | Added |
| Mesirow Financial Investment Management, Inc. | 12,357 | $1.69M | 0.04% | −279−2.2% | Reduced |
| Mengis Capital Management, Inc. | 12,341 | $1.69M | 0.34% | −175−1.4% | Reduced |
| Diversify Wealth Management, LLC | 13,399 | $1.69M | 0.21% | +13,399 | New |
| Roundview Capital LLC | 12,328 | $1.69M | 0.13% | −5,347−30.3% | Reduced |
| Level Four Advisory Services, LLC | 12,328 | $1.69M | 0.08% | +1,555+14.4% | Added |
| Auto-Owners Insurance Co | 12,300 | $1.68M | 0.04% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 12,299 | $1.68M | 0.08% | +12,299 | New |
| Concord Asset Management, LLC | 12,289 | $1.68M | 0.42% | +1,347+12.3% | Added |
| Banque Pictet & Cie SA | 12,268 | $1.68M | 0.02% | −2,400−16.4% | Reduced |
| Hunter Associates Investment Management LLC | 12,268 | $1.68M | 0.28% | −555−4.3% | Reduced |
| Wetherby Asset Management Inc | 12,253 | $1.68M | 0.08% | −1,129−8.4% | Reduced |
| Farther Finance Advisors, LLC | 12,324 | $1.68M | 0.08% | +2,570+26.3% | Added |
| Summit X, LLC | 12,183 | $1.67M | 0.38% | +2,317+23.5% | Added |
| L.M. Kohn & Company | 12,118 | $1.66M | 0.45% | −506−4.0% | Reduced |
| Optimum Investment Advisors | 12,084 | $1.65M | 0.74% | −89−0.7% | Reduced |
| Slow Capital, Inc. | 12,075 | $1.65M | 0.27% | −239−1.9% | Reduced |
| PFG Investments, LLC | 12,045 | $1.65M | 0.12% | +1,115+10.2% | Added |
| Central Trust Co | 12,030 | $1.65M | 0.04% | −705−5.5% | Reduced |
| Stone Point Wealth LLC | 12,004 | $1.64M | 0.59% | −623−4.9% | Reduced |
| Strengthening Families & Communities, LLC | 11,965 | $1.64M | 0.47% | +11,965 | New |
| Carmel Capital Partners, LLC | 11,959 | $1.64M | 0.69% | +3,893+48.3% | Added |
| Stevens Capital Management LP | 11,953 | $1.64M | 0.55% | +11,953 | New |
| RFG Advisory, LLC | 11,921 | $1.63M | 0.05% | +5,462+84.6% | Added |
| Sumitomo Life Insurance Co | 11,891 | $1.63M | 0.04% | −1,522−11.3% | Reduced |
| First National Advisers, LLC | 11,862 | $1.62M | 0.30% | +964+8.8% | Added |
| Davis R M Inc | 11,838 | $1.62M | 0.03% | +483+4.3% | Added |
| Change Path, LLC | 11,812 | $1.62M | 0.08% | −1,619−12.1% | Reduced |
| Gifford Fong Associates | 11,800 | $1.61M | 0.43% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 11,800 | $1.61M | 0.20% | −816−6.5% | Reduced |
| Kerusso Capital Management LLC | 11,783 | $1.61M | 1.17% | +11,783 | New |
| Montag A & Associates Inc | 11,727 | $1.60M | 0.08% | +99+0.9% | Added |
| Independent Solutions Wealth Management, LLC | 11,707 | $1.60M | 0.37% | +423+3.7% | Added |
| Occudo Quantitative Strategies LP | 11,703 | $1.60M | 0.28% | −6,103−34.3% | Reduced |