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
- −1 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
- 161
- 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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 6,764 | $925.6K | 0.23% | +33+0.5% | Added |
| Investors Asset Management of Georgia Inc | 6,728 | $920.7K | 0.45% | +731+12.2% | Added |
| Coastal Investment Advisors, Inc. | 6,701 | $917.1K | 0.18% | −101−1.5% | Reduced |
| AIMZ Investment Advisors, LLC | 6,675 | $913.5K | 0.33% | −75−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,674 | $913.3K | 0.13% | +1,735+35.1% | Added |
| Castlekeep Investment Advisors LLC | 6,673 | $913.2K | 0.70% | −21−0.3% | Reduced |
| Brown Capital Management LLC | 6,656 | $910.9K | 0.02% | +344+5.4% | Added |
| Trust Investment Advisors | 6,615 | $905.3K | 0.58% | +187+2.9% | Added |
| Kings Path Partners LLC | 6,605 | $903.9K | 0.43% | +6,605 | New |
| High Net Worth Advisory Group LLC | 6,596 | $902.7K | 0.27% | −750−10.2% | Reduced |
| Nomura Holdings Inc | 6,584 | $901.0K | 0.01% | +6,584 | New |
| Access Investment Management LLC | 6,570 | $899.1K | 0.29% | +1,470+28.8% | Added |
| Essex Savings Bank | 6,520 | $892.3K | 0.24% | −654−9.1% | Reduced |
| Gleason Group, Inc. | 6,496 | $889.0K | 0.18% | +77+1.2% | Added |
| Rothschild Investment LLC | 6,470 | $885.5K | 0.06% | +240+3.9% | Added |
| Lakewood Asset Management LLC | 6,455 | $883.4K | 0.62% | −121−1.8% | Reduced |
| Granite Investment Partners, LLC | 6,446 | $882.1K | 0.04% | −4,012−38.4% | Reduced |
| Aviance Capital Partners, LLC | 6,445 | $882.0K | 0.13% | +51+0.8% | Added |
| Intrust Bank NA | 6,421 | $878.7K | 0.09% | −1,485−18.8% | Reduced |
| First County Bank | 6,398 | $875.6K | 0.45% | −597−8.5% | Reduced |
| Family Asset Management, LLC | 6,379 | $873.0K | 0.56% | +75+1.2% | Added |
| Constitution Capital LLC | 6,264 | $857.2K | 0.45% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 6,235 | $853.3K | 0.21% | −670−9.7% | Reduced |
| Berkeley Capital Partners, LLC | 6,188 | $846.8K | 0.25% | +267+4.5% | Added |
| First Horizon Advisors, Inc. | 6,181 | $846.0K | 0.03% | +300+5.1% | Added |
| Ingalls & Snyder LLC | 6,151 | $842.0K | 0.04% | −378−5.8% | Reduced |
| Barden Capital Management, Inc. | 6,121 | $836.7K | 0.79% | +328+5.7% | Added |
| TCG Advisory Services, LLC | 6,107 | $835.7K | 0.04% | −3,201−34.4% | Reduced |
| Archford Capital Strategies, LLC | 6,102 | $835.0K | 0.14% | +101+1.7% | Added |
| Abbrea Capital, LLC | 6,084 | $833.0K | 0.11% | −254−4.0% | Reduced |
| First United Bank Trust | 6,070 | $830.7K | 0.31% | −175−2.8% | Reduced |
| Principle Wealth Partners LLC | 6,065 | $830.0K | 0.06% | +1,343+28.4% | Added |
| Acropolis Investment Management, LLC | 6,063 | $829.8K | 0.05% | +1,063+21.3% | Added |
| Fundamentun, LLC | 6,059 | $829.3K | 0.07% | −45−0.7% | Reduced |
| Affinity Wealth Management LLC | 6,046 | $827.4K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6,035 | $825.9K | 0.24% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,022 | $824.0K | 0.06% | −33,062−84.6% | Reduced |
| Capital Square, LLC | 5,674 | $823.8K | 0.54% | +117+2.1% | Added |
| DeDora Capital, Inc. | 6,008 | $822.2K | 0.25% | +126+2.1% | Added |
| Benjamin Edwards Inc | 5,988 | $819.0K | 0.16% | +10.0% | Added |
| Modern Wealth Management, LLC | 5,978 | $818.1K | 0.06% | +5,978 | New |
| Hilltop Partners LLC | 5,962 | $816.0K | 0.30% | +434+7.9% | Added |
| Berkshire Asset Management LLC | 5,946 | $813.7K | 0.04% | +554+10.3% | Added |
| Boston Financial Mangement LLC | 5,940 | $813.0K | 0.03% | +77+1.3% | Added |
| Mendel Money Management | 5,893 | $806.5K | 0.38% | −318−5.1% | Reduced |
| Palisade Capital Management LLC | 5,880 | $804.7K | 0.02% | +5,880 | New |
| Schnieders Capital Management LLC | 5,871 | $803.4K | 0.16% | +18+0.3% | Added |
| SeaCrest Wealth Management, LLC | 5,866 | $802.7K | 0.09% | −769−11.6% | Reduced |
| Symmetry Partners, LLC | 5,830 | $798.0K | 0.04% | −2,149−26.9% | Reduced |
| Precedent Wealth Partners, LLC | 5,829 | $797.7K | 0.32% | +633+12.2% | Added |
| Byrne Asset Management LLC | – | $792.8K | 0.57% | – | – |
| Massachusetts Wealth Management | 5,790 | $792.4K | 0.53% | 00.0% | Unchanged |
| Investors Research Corp | 5,789 | $792.2K | 0.19% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,771 | $789.8K | 0.45% | +1,149+24.9% | Added |
| Kingswood Wealth Advisors, LLC | 5,769 | $789.5K | 0.07% | −10−0.2% | Reduced |
| Bangor Savings Bank | 5,748 | $786.6K | 0.08% | +302+5.5% | Added |
| SevenBridge Financial Group, LLC | 6,314 | $786.0K | 0.17% | −144−2.2% | Reduced |
| Proequities, Inc. | 5,736 | $785.0K | 0.05% | +14+0.2% | Added |
| Winton Group Ltd | 5,680 | $777.3K | 0.05% | −20,059−77.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,650 | $773.0K | 0.60% | +210+3.9% | Added |
| Harbor Investment Advisory, LLC | 5,642 | $772.1K | 0.08% | +11+0.2% | Added |
| 1st Source Bank | 5,639 | $771.7K | 0.05% | −500−8.1% | Reduced |
| Checchi Capital Advisers, LLC | 5,623 | $769.5K | 0.06% | −1,007−15.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,619 | $769.0K | 0.20% | +488+9.5% | Added |
| Joel Isaacson & Co., LLC | 5,561 | $761.0K | 0.04% | +327+6.2% | Added |
| Freestone Capital Holdings, LLC | 5,561 | $761.0K | 0.03% | −1,823−24.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,517 | $754.9K | 0.07% | −482−8.0% | Reduced |
| Focus Financial Network, Inc. | 5,068 | $747.4K | 0.03% | −123−2.4% | Reduced |
| Summit Trail Advisors, LLC | 5,441 | $744.5K | 0.02% | −946−14.8% | Reduced |
| Gladstone Institutional Advisory LLC | 5,432 | $743.4K | 0.04% | −359−6.2% | Reduced |
| Panagora Asset Management Inc | 5,426 | $742.5K | 0.00% | −2,513−31.7% | Reduced |
| Fortem Financial Group, LLC | 5,413 | $740.8K | 0.32% | −659−10.9% | Reduced |
| Patriot Investment Management Inc. | 5,408 | $740.1K | 0.06% | −221−3.9% | Reduced |
| GAMMA Investing LLC | 5,394 | $738.2K | 0.10% | +2,111+64.3% | Added |
| Transcend Wealth Collective, LLC | 5,372 | $735.2K | 0.05% | −59−1.1% | Reduced |
| Choate Investment Advisors | 5,372 | $735.2K | 0.02% | −522−8.9% | Reduced |
| Mayflower Financial Advisors, LLC | 5,351 | $732.3K | 0.12% | −763−12.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,338 | $730.5K | 0.08% | +615+13.0% | Added |
| Hutner Capital Management Inc | 5,325 | $728.7K | 0.40% | −181−3.3% | Reduced |
| Syon Capital LLC | 5,320 | $728.1K | 0.07% | −1,208−18.5% | Reduced |
| Kanawha Capital Management LLC | 5,313 | $727.1K | 0.06% | +1,248+30.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,310 | $726.7K | 0.08% | +1,206+29.4% | Added |
| Northstar Group, Inc. | 5,283 | $723.0K | 0.14% | −531−9.1% | Reduced |
| Emerald Advisors, LLC | 5,278 | $722.3K | 0.11% | +1,502+39.8% | Added |
| Bank of Hawaii | 5,274 | $721.7K | 0.03% | −229−4.2% | Reduced |
| SC&H Financial Advisors, Inc. | 5,271 | $721.4K | 0.18% | +158+3.1% | Added |
| Pettyjohn, Wood & White, Inc | 5,255 | $719.1K | 0.14% | −387−6.9% | Reduced |
| AlphaStar Capital Management, LLC | 5,241 | $717.2K | 0.07% | +5,241 | New |
| Centaurus Financial, Inc. | 5,236 | $717.0K | 0.05% | −339−6.1% | Reduced |
| IFG Advisory, LLC | 5,228 | $715.5K | 0.05% | +5,228 | New |
| Boyd Watterson Asset Management LLC | 5,226 | $715.2K | 0.20% | 00.0% | Unchanged |
| Garda Capital Partners LP | 5,210 | $713.0K | 0.38% | +5,210 | New |
| Cetera Trust Company, N.A | 5,209 | $712.9K | 0.45% | −65−1.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 5,208 | $712.7K | 0.41% | +205+4.1% | Added |
| MQS Management LLC | 5,199 | $711.5K | 0.43% | +1,348+35.0% | Added |
| Winthrop Advisory Group LLC | 5,186 | $709.7K | 0.10% | +2,842+121.2% | Added |
| CTC Alternative Strategies, Ltd. | 5,182 | $709.2K | 0.30% | +5,182 | New |
| David Loasby | 5,212 | $707.0K | 0.07% | −136−2.5% | Reduced |
| Norden Group LLC | 5,148 | $704.6K | 0.14% | −608−10.6% | Reduced |
| LVW Advisors, LLC | 5,143 | $703.8K | 0.10% | −5,269−50.6% | Reduced |