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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 11,689 | $1.60M | 0.08% | −1,290−9.9% | Reduced |
| IHT Wealth Management, LLC | 11,685 | $1.60M | 0.06% | −575−4.7% | Reduced |
| Ridgewood Investments LLC | 11,643 | $1.59M | 0.80% | +2,482+27.1% | Added |
| Arvest Investments, Inc. | 11,549 | $1.58M | 0.25% | −477−4.0% | Reduced |
| Wealth Management Partners, LLC | 11,525 | $1.58M | 0.77% | +1,428+14.1% | Added |
| Profund Advisors LLC | 11,446 | $1.57M | 0.06% | −71−0.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,429 | $1.56M | 1.06% | +56+0.5% | Added |
| Sandy Spring Bank | 11,392 | $1.56M | 0.07% | −383−3.3% | Reduced |
| Quilter Plc | 11,338 | $1.55M | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,317 | $1.55M | 0.05% | +1,034+10.1% | Added |
| Nemes Rush Group LLC | 11,309 | $1.55M | 0.21% | +16+0.1% | Added |
| Coldstream Capital Management Inc | 11,285 | $1.54M | 0.04% | −972−7.9% | Reduced |
| Arete Wealth Advisors, LLC | 11,282 | $1.54M | 0.13% | −4,850−30.1% | Reduced |
| Bradley Foster & Sargent Inc | 11,242 | $1.54M | 0.03% | −288−2.5% | Reduced |
| Hudson Canyon Capital Management | 11,230 | $1.54M | 1.04% | +755+7.2% | Added |
| Hedges Asset Management LLC | 11,200 | $1.53M | 1.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 11,179 | $1.53M | 0.07% | −1,775−13.7% | Reduced |
| Guidance Capital, Inc | 11,648 | $1.52M | 0.50% | +687+6.3% | Added |
| Capital International Inc | 11,089 | $1.52M | 0.02% | +2,098+23.3% | Added |
| Inceptionr LLC | 11,027 | $1.51M | 0.43% | +6,565+147.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,666 | $1.51M | 0.59% | −134−1.1% | Reduced |
| City Holding Co | 10,965 | $1.50M | 0.22% | −1,290−10.5% | Reduced |
| Wimmer Associates 1, LLC | 10,959 | $1.50M | 0.77% | −190−1.7% | Reduced |
| Argent Advisors, Inc. | 10,833 | $1.48M | 0.59% | +898+9.0% | Added |
| Resonant Capital Advisors, LLC | 10,801 | $1.48M | 0.12% | +487+4.7% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 10,777 | $1.47M | 0.98% | +2,327+27.5% | Added |
| Fortis Advisors, LLC | 10,763 | $1.47M | 1.04% | −5,490−33.8% | Reduced |
| Centiva Capital, LP | 10,724 | $1.47M | 0.07% | +10,724 | New |
| Meeder Advisory Services, Inc. | 10,715 | $1.47M | 0.10% | +1,755+19.6% | Added |
| Mechanics Bank Trust Department | 10,714 | $1.47M | 0.21% | −1,090−9.2% | Reduced |
| Green Square Capital Advisors LLC | 10,663 | $1.46M | 0.20% | −785−6.9% | Reduced |
| First Nebraska Trust Co | 10,632 | $1.45M | 0.15% | +7,003+193.0% | Added |
| South State Corp. | 10,583 | $1.45M | 0.11% | −626−5.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,539 | $1.44M | 0.07% | −3,471−24.8% | Reduced |
| Twin City Private Wealth, LLC | 10,525 | $1.44M | 1.36% | +411+4.1% | Added |
| Heritage Wealth Management, Inc. | 10,559 | $1.44M | 0.48% | +10,559 | New |
| Avitas Wealth Management LLC | 10,513 | $1.44M | 0.21% | −7,754−42.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.44M | 0.40% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 10,448 | $1.43M | 0.53% | +10,448 | New |
| McKinley Carter Wealth Services, Inc. | 10,404 | $1.42M | 0.09% | +633+6.5% | Added |
| Integrated Advisors Network LLC | 10,384 | $1.42M | 0.07% | −504−4.6% | Reduced |
| Pensionfund Sabic | 10,300 | $1.41M | 0.42% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 9,730 | $1.41M | 0.36% | −660−6.4% | Reduced |
| Cim, LLC | 11,032 | $1.41M | 0.21% | +1,140+11.5% | Added |
| Old Port Advisors | 10,267 | $1.41M | 0.42% | +166+1.6% | Added |
| PFC Capital Group, Inc. | 10,270 | $1.41M | 0.70% | −1,900−15.6% | Reduced |
| Jefferies Financial Group Inc. | 10,259 | $1.40M | 0.03% | −10,498−50.6% | Reduced |
| AMG National Trust Bank | 10,210 | $1.40M | 0.04% | +642+6.7% | Added |
| Brown Miller Wealth Management, LLC | 10,159 | $1.39M | 0.58% | +762+8.1% | Added |
| Matrix Trust Co | 10,137 | $1.39M | 0.31% | +292+3.0% | Added |
| Cullen Investment Group, Ltd. | 10,109 | $1.38M | 0.22% | +188+1.9% | Added |
| Intrua Financial, LLC | 10,065 | $1.38M | 0.22% | −603−5.7% | Reduced |
| Catalytic Wealth RIA, LLC | 10,034 | $1.37M | 0.27% | −496−4.7% | Reduced |
| Cora Capital Advisors LLC | 10,009 | $1.37M | 0.71% | +19+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,003 | $1.37M | 0.14% | −3,410−25.4% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.37M | 0.13% | 00.0% | Unchanged |
| Modus Advisors, LLC | 9,969 | $1.36M | 0.48% | −295−2.9% | Reduced |
| Valley National Advisers Inc | 9,953 | $1.36M | 0.20% | −145−1.4% | Reduced |
| King Luther Capital Management Corp | 9,926 | $1.36M | 0.01% | −5,817−36.9% | Reduced |
| SageView Advisory Group, LLC | 9,917 | $1.36M | 0.06% | +8,194+475.6% | Added |
| Blueshift Asset Management, LLC | 9,852 | $1.35M | 0.45% | −867−8.1% | Reduced |
| Paloma Partners Management Co | 9,850 | $1.35M | 0.12% | −19,719−66.7% | Reduced |
| Insigneo Advisory Services, LLC | 10,687 | $1.35M | 0.15% | −378−3.4% | Reduced |
| Pensionmark Financial Group, LLC | 9,839 | $1.35M | 0.08% | +3,177+47.7% | Added |
| Clean Yield Group | 9,754 | $1.33M | 0.50% | +1,952+25.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.33M | 0.89% | 00.0% | Unchanged |
| Greenleaf Trust | 9,706 | $1.33M | 0.01% | −2,495−20.4% | Reduced |
| Moneywise, Inc. | 9,688 | $1.33M | 0.70% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 9,675 | $1.32M | 0.98% | +40+0.4% | Added |
| NBC Securities, Inc. | 9,671 | $1.32M | 0.12% | −103−1.1% | Reduced |
| Neville Rodie & Shaw Inc | 9,635 | $1.32M | 0.10% | −350−3.5% | Reduced |
| Goldstone Financial Group, LLC | 9,629 | $1.32M | 0.26% | +3,162+48.9% | Added |
| Access Financial Services, Inc. | 9,582 | $1.31M | 0.60% | −21−0.2% | Reduced |
| Strategic Advisors LLC | 9,581 | $1.31M | 0.25% | −1,839−16.1% | Reduced |
| Capital Advisors Inc | 9,545 | $1.31M | 0.03% | −542−5.4% | Reduced |
| ForthRight Wealth Management, LLC | 9,535 | $1.30M | 0.47% | +10.0% | Added |
| Aptus Capital Advisors, LLC | 9,509 | $1.30M | 0.02% | +648+7.3% | Added |
| Accordant Advisory Group Inc | 9,476 | $1.30M | 1.23% | +335+3.7% | Added |
| Aberdeen Wealth Management LLC | 9,371 | $1.28M | 0.87% | −407−4.2% | Reduced |
| Midland Wealth Advisors LLC | 9,359 | $1.28M | 0.08% | −518−5.2% | Reduced |
| Van Hulzen Asset Management, LLC | 9,345 | $1.28M | 0.09% | −150−1.6% | Reduced |
| Moody National Bank Trust Division | 9,291 | $1.27M | 0.10% | +178+2.0% | Added |
| BlueChip Wealth Advisors LLC | 9,250 | $1.27M | 0.75% | +9,250 | New |
| Corundum Group, Inc. | 9,249 | $1.27M | 0.49% | +1,940+26.5% | Added |
| Court Place Advisors, LLC | 9,228 | $1.26M | 0.40% | −123−1.3% | Reduced |
| Stiles Financial Services Inc | 9,223 | $1.26M | 0.49% | +771+9.1% | Added |
| Ascension Asset Management LLC | 9,208 | $1.26M | 0.66% | −300−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,198 | $1.26M | 0.04% | −3,040−24.8% | Reduced |
| Fiduciary Group LLC | 9,095 | $1.24M | 0.13% | +1,885+26.1% | Added |
| Mirabaud Asset Management Ltd | 9,036 | $1.24M | 0.57% | +8+0.1% | Added |
| Ossiam | 9,026 | $1.24M | 0.02% | −6,251−40.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 9,023 | $1.23M | 0.11% | +287+3.3% | Added |
| SOA Wealth Advisors, LLC. | 8,980 | $1.23M | 0.25% | −44−0.5% | Reduced |
| Venturi Wealth Management, LLC | 8,976 | $1.23M | 0.07% | +1,700+23.4% | Added |
| Longfellow Investment Management Co LLC | 8,956 | $1.23M | 0.31% | +1,056+13.4% | Added |
| Voya Financial Advisors, Inc. | 8,959 | $1.22M | 0.14% | +277+3.2% | Added |
| Canandaigua National Bank & Trust Co | 8,822 | $1.21M | 0.13% | −274−3.0% | Reduced |
| Essex Financial Services, Inc. | 9,541 | $1.20M | 0.09% | +3,910+69.4% | Added |
| Applied Capital LLC | 8,784 | $1.20M | 1.05% | +200+2.3% | Added |
| Buckingham Strategic Partners | 8,732 | $1.20M | 0.03% | +18+0.2% | Added |