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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 8,690 | $1.19M | 0.09% | +152+1.8% | Added |
| Parsons Capital Management Inc | 8,678 | $1.19M | 0.08% | −773−8.2% | Reduced |
| Legacy Financial Advisors, Inc. | 8,643 | $1.18M | 0.21% | +2,304+36.3% | Added |
| LS Investment Advisors, LLC | 8,595 | $1.18M | 0.18% | +1,055+14.0% | Added |
| Capital Investment Advisory Services, LLC | 8,553 | $1.17M | 0.12% | +98+1.2% | Added |
| Capital Wealth Planning, LLC | 8,531 | $1.17M | 0.01% | −3,361−28.3% | Reduced |
| B&D White Capital Company, LLC | 8,500 | $1.16M | 0.24% | −3,300−28.0% | Reduced |
| Pacific Global Investment Management CO | 8,491 | $1.16M | 0.22% | −6−0.1% | Reduced |
| Advance Capital Management, Inc. | 8,490 | $1.16M | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8,486 | $1.16M | 0.06% | +1,676+24.6% | Added |
| First Bank & Trust | 8,444 | $1.16M | 0.24% | −869−9.3% | Reduced |
| Sherbrooke Park Advisers LLC | 8,419 | $1.15M | 0.20% | +8,419 | New |
| Beese Fulmer Investment Management, Inc. | 8,389 | $1.15M | 0.10% | −90−1.1% | Reduced |
| Quest Partners LLC | 8,388 | $1.15M | 0.16% | +8,388 | New |
| SPC Financial, Inc. | 8,376 | $1.15M | 0.11% | −29−0.3% | Reduced |
| Western Wealth Management, LLC | 8,368 | $1.15M | 0.08% | +471+6.0% | Added |
| Fiduciary Trust Co | 8,356 | $1.14M | 0.02% | +438+5.5% | Added |
| Eisler Capital (US) LLC | 8,356 | $1.14M | 0.22% | +8,356 | New |
| WSFS Capital Management, LLC | 8,317 | $1.14M | 0.06% | −884−9.6% | Reduced |
| Jump Financial, LLC | 8,266 | $1.13M | 0.02% | −1,458−15.0% | Reduced |
| Regal Investment Advisors LLC | 8,209 | $1.12M | 0.07% | −16−0.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 8,175 | $1.12M | 0.72% | −1,250−13.3% | Reduced |
| MSH Capital Advisors LLC | 8,167 | $1.12M | 0.37% | +125+1.6% | Added |
| Schechter Investment Advisors, LLC | 8,129 | $1.11M | 0.08% | +2,073+34.2% | Added |
| Hexagon Capital Partners LLC | 8,046 | $1.10M | 0.24% | −1,096−12.0% | Reduced |
| Keystone Financial Group | 8,044 | $1.10M | 0.39% | −55−0.7% | Reduced |
| CFS Investment Advisory Services, LLC | 8,029 | $1.10M | 0.09% | +8,029 | New |
| Klein Pavlis & Peasley Financial, Inc. | 8,025 | $1.10M | 0.98% | +2,468+44.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.09M | 0.34% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,961 | $1.09M | 0.22% | −219−2.7% | Reduced |
| Trust Co of Vermont | 7,940 | $1.09M | 0.06% | −399−4.8% | Reduced |
| Cedrus LLC | 7,897 | $1.08M | 0.54% | +60+0.8% | Added |
| Strategic Blueprint, LLC | 7,894 | $1.08M | 0.07% | +108+1.4% | Added |
| Silvant Capital Management LLC | 7,893 | $1.08M | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,893 | $1.08M | 0.06% | −711−8.3% | Reduced |
| Norway Savings Bank | 7,887 | $1.08M | 0.62% | −294−3.6% | Reduced |
| Bigelow Investment Advisors, LLC | 7,873 | $1.08M | 0.51% | −118−1.5% | Reduced |
| Probity Advisors, Inc. | 7,871 | $1.08M | 0.22% | +703+9.8% | Added |
| Ameritas Investment Partners, Inc. | 7,867 | $1.08M | 0.04% | −145−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 7,865 | $1.08M | 0.16% | +370+4.9% | Added |
| Wealth Group, Ltd. | 7,850 | $1.07M | 0.77% | −391−4.7% | Reduced |
| Oxford Asset Management LLP | 7,841 | $1.07M | 1.06% | +3,254+70.9% | Added |
| IFP Advisors, Inc | 5,081 | $1.07M | 0.04% | −2,050−28.7% | Reduced |
| Amplius Wealth Advisors, LLC | 7,839 | $1.07M | 0.12% | −144−1.8% | Reduced |
| Dakota Wealth Management | 7,780 | $1.06M | 0.03% | −597−7.1% | Reduced |
| Icon Wealth Advisors, LLC | 8,125 | $1.06M | 0.09% | −11,089−57.7% | Reduced |
| Ronald Blue Trust, Inc. | 7,109 | $1.06M | 0.01% | +810+12.9% | Added |
| First Citizens Bank & Trust Co | 7,716 | $1.06M | 0.02% | +260+3.5% | Added |
| TCM Advisors, LLC | – | $1.05M | 0.92% | – | – |
| Crescent Grove Advisors, LLC | 7,668 | $1.05M | 0.11% | +7,668 | New |
| OV Management LLC | 7,633 | $1.04M | 0.73% | +133+1.8% | Added |
| Harbour Trust & Investment Management Co | 7,559 | $1.03M | 0.12% | −138−1.8% | Reduced |
| Trust Co of Virginia | 7,537 | $1.03M | 0.10% | −108−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 7,523 | $1.03M | 0.03% | −680−8.3% | Reduced |
| TFG Advisers LLC | 7,488 | $1.02M | 0.40% | −79−1.0% | Reduced |
| Westover Capital Advisors, LLC | 7,464 | $1.02M | 0.26% | −424−5.4% | Reduced |
| Pittenger & Anderson Inc | 7,449 | $1.02M | 0.04% | −654−8.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,435 | $1.02M | 0.26% | +11+0.1% | Added |
| TrinityPoint Wealth, LLC | 7,434 | $1.02M | 0.16% | −319−4.1% | Reduced |
| Cigna Investments Inc | 7,433 | $1.02M | 0.19% | −248−3.2% | Reduced |
| Bollard Group LLC | 7,402 | $1.01M | 0.03% | +88+1.2% | Added |
| Arden Trust Co | 7,401 | $1.01M | 0.14% | +274+3.8% | Added |
| Intellectus Partners, LLC | 7,375 | $1.01M | 0.28% | +608+9.0% | Added |
| Arnhold LLC | 7,370 | $1.01M | 0.11% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 7,366 | $1.01M | 0.20% | +96+1.3% | Added |
| Taylor Hoffman Wealth Management | 7,403 | $1.01M | 0.41% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7,329 | $1.00M | 0.43% | −585−7.4% | Reduced |
| Csenge Advisory Group | 7,323 | $1.00M | 0.06% | −458−5.9% | Reduced |
| Stableford Capital II LLC | 6,770 | $997.8K | 0.39% | +67+1.0% | Added |
| Invesco, LLC | 7,285 | $997.0K | 0.42% | −60−0.8% | Reduced |
| Harrington Investments, INC | 7,278 | $996.0K | 0.56% | −80−1.1% | Reduced |
| Noble Family Wealth, LLC | 7,275 | $995.6K | 0.29% | +245+3.5% | Added |
| Nations Financial Group Inc, | 7,233 | $990.0K | 0.08% | +68+0.9% | Added |
| Private Trust Co NA | 7,181 | $982.7K | 0.11% | +704+10.9% | Added |
| Old National Bancorp | 7,176 | $982.0K | 0.02% | −2,443−25.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,170 | $982.0K | 0.10% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7,163 | $980.3K | 0.26% | +1,179+19.7% | Added |
| Old Second National Bank of Aurora | 7,094 | $970.8K | 0.25% | −38−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 7,090 | $970.3K | 0.01% | −59−0.8% | Reduced |
| Alpha DNA Investment Management LLC | 7,069 | $967.3K | 0.55% | +449+6.8% | Added |
| Group One Trading, L.P. | 7,065 | $966.8K | 0.03% | +2,632+59.4% | Added |
| Cladis Investment Advisory, LLC | 7,056 | $965.6K | 0.70% | +164+2.4% | Added |
| Axiom Advisory, LLC | 6,726 | $962.9K | 0.01% | +6,726 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 7,030 | $962.1K | 0.38% | +1,161+19.8% | Added |
| Formidable Asset Management, LLC | 7,019 | $960.5K | 0.16% | −11−0.2% | Reduced |
| Lazard Asset Management LLC | 7,022 | $960.0K | 0.00% | −95−1.3% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $958.0K | 0.21% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $958.0K | 0.18% | +6,999+699,900.0% | Added |
| Fifth Third Wealth Advisors LLC | 6,964 | $953.0K | 0.07% | +6,964 | New |
| Colonial Trust Co | 6,951 | $951.2K | 0.17% | +299+4.5% | Added |
| Howland Capital Management LLC | 6,938 | $949.5K | 0.05% | −403−5.5% | Reduced |
| Lincoln Capital LLC | 6,932 | $948.7K | 0.21% | −301−4.2% | Reduced |
| Alpha Omega Wealth Management LLC | 6,913 | $946.1K | 0.18% | +100+1.5% | Added |
| Beacon Investment Advisory Services, Inc. | 6,849 | $937.3K | 0.04% | −896−11.6% | Reduced |
| Washington Trust Co | 6,829 | $934.5K | 0.03% | −93−1.3% | Reduced |
| Spears Abacus Advisors LLC | 6,780 | $927.8K | 0.02% | −171−2.5% | Reduced |
| Easterly Investment Partners LLC | 6,774 | $927.0K | 0.08% | +6,774 | New |
| Marino, Stram & Associates LLC | 6,771 | $926.7K | 0.23% | +122+1.8% | Added |
| Alan B. Lancz & Associates, Inc. | 6,770 | $926.5K | 0.92% | +6,770 | New |
| SNS Financial Group, LLC | 6,769 | $926.3K | 0.10% | −10.0% | Reduced |