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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $699.8K | 0.01% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 5,104 | $698.4K | 0.22% | −3,701−42.0% | Reduced |
| Community Trust & Investment Co | 5,101 | $698.1K | 0.05% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,100 | $698.0K | 0.17% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,075 | $694.6K | 0.01% | −92−1.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,068 | $693.6K | 0.39% | +69+1.4% | Added |
| Chicago Capital, LLC | 5,061 | $692.6K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 5,053 | $691.4K | 0.21% | +110+2.2% | Added |
| Belpointe Asset Management LLC | 5,040 | $689.7K | 0.05% | −1,386−21.6% | Reduced |
| Golden State Equity Partners | 5,033 | $688.8K | 0.14% | +5,033 | New |
| Founders Financial Securities LLC | 5,028 | $688.1K | 0.07% | −2,269−31.1% | Reduced |
| Wrapmanager Inc | 5,023 | $687.4K | 0.19% | −1,253−20.0% | Reduced |
| CPR Investments Inc. | 5,000 | $684.3K | 0.57% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 4,991 | $683.0K | 0.07% | −1,109−18.2% | Reduced |
| Studio Investment Management LLC | 4,988 | $682.6K | 0.16% | +767+18.2% | Added |
| Raab & Moskowitz Asset Management LLC | 4,986 | $682.5K | 0.19% | +7+0.1% | Added |
| VeraBank, N.A. | 4,977 | $681.1K | 0.21% | −103−2.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,967 | $679.7K | 0.55% | +10.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $679.3K | 0.39% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,959 | $679.0K | 0.07% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,939 | $675.9K | 0.15% | +623+14.4% | Added |
| Astoria Portfolio Advisors LLC. | 4,933 | $675.0K | 0.24% | +212+4.5% | Added |
| Valmark Advisers, Inc. | 4,924 | $673.8K | 0.01% | −79−1.6% | Reduced |
| Taylor Financial Group, Inc. | 4,923 | $673.7K | 0.52% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 4,915 | $672.6K | 0.39% | −325−6.2% | Reduced |
| Conning Inc. | 4,912 | $672.2K | 0.02% | −13,106−72.7% | Reduced |
| Capital Asset Advisory Services LLC | 4,994 | $670.5K | 0.04% | −349−6.5% | Reduced |
| Wealth Alliance | 4,895 | $669.8K | 0.09% | −6,039−55.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,884 | $668.4K | 0.20% | −962−16.5% | Reduced |
| Reuter James Wealth Management, LLC | 4,884 | $668.4K | 0.49% | −891−15.4% | Reduced |
| Westpac Banking Corp | 4,859 | $665.0K | 0.05% | −441−8.3% | Reduced |
| Advisors Management Group Inc | 4,832 | $661.0K | 0.17% | +72+1.5% | Added |
| Smartleaf Asset Management LLC | 4,851 | $659.0K | 0.11% | +527+12.2% | Added |
| JT Stratford LLC | 4,815 | $658.9K | 0.12% | −516−9.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,810 | $658.3K | 0.03% | −372−7.2% | Reduced |
| Solitude Financial Services | 4,800 | $656.9K | 0.31% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,764 | $652.0K | 0.16% | −602−11.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,761 | $651.5K | 0.50% | −255−5.1% | Reduced |
| Capital Analysts, LLC | 4,749 | $650.0K | 0.03% | +908+23.6% | Added |
| McAdam, LLC | 4,731 | $647.4K | 0.04% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,724 | $646.5K | 0.31% | −7−0.1% | Reduced |
| Annex Advisory Services, LLC | 4,709 | $644.4K | 0.02% | +15+0.3% | Added |
| Southeast Asset Advisors Inc. | 4,705 | $643.9K | 0.08% | −40−0.8% | Reduced |
| Quadcap Wealth Management, LLC | 4,698 | $643.0K | 0.12% | −3,819−44.8% | Reduced |
| Traynor Capital Management, Inc. | 4,698 | $642.9K | 0.05% | −1,028−18.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,697 | $642.8K | 0.31% | +11+0.2% | Added |
| Fernwood Investment Management, LLC | 4,663 | $638.1K | 0.20% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,661 | $637.9K | 0.46% | −44−0.9% | Reduced |
| Simon Quick Advisors, LLC | 4,656 | $637.2K | 0.05% | +260+5.9% | Added |
| Equitable Trust Co | 4,656 | $637.2K | 0.04% | +2,630+129.8% | Added |
| Chicago Trust Co NA | 4,649 | $636.2K | 0.13% | −762−14.1% | Reduced |
| Eqis Capital Management, Inc. | 4,647 | $635.9K | 0.05% | −4,377−48.5% | Reduced |
| Atomi Financial Group, Inc. | 4,625 | $632.9K | 0.05% | +214+4.9% | Added |
| City State Bank | 4,620 | $632.2K | 0.26% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,619 | $632.1K | 0.03% | +5+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 4,603 | $630.0K | 0.16% | −62−1.3% | Reduced |
| Cidel Asset Management Inc | 4,577 | $626.4K | 0.05% | +672+17.2% | Added |
| Burford Brothers, Inc. | 4,560 | $624.0K | 0.36% | +685+17.7% | Added |
| Agf Management Ltd | 4,543 | $621.7K | 0.00% | +4,543 | New |
| Geneos Wealth Management Inc. | 4,503 | $616.3K | 0.03% | −46−1.0% | Reduced |
| Buck Wealth Strategies, LLC | 4,470 | $611.8K | 0.18% | −39,554−89.8% | Reduced |
| Smith, Moore & Co. | 4,455 | $609.7K | 0.06% | −219−4.7% | Reduced |
| WestHill Financial Advisors, Inc. | 4,451 | $609.2K | 0.15% | +10.0% | Added |
| Allred Capital Management, LLC | 4,444 | $608.2K | 0.23% | −4−0.1% | Reduced |
| Oakworth Capital, Inc. | 4,436 | $607.1K | 0.04% | +421+10.5% | Added |
| Donoghue Forlines LLC | 4,433 | $606.7K | 0.17% | +187+4.4% | Added |
| Quadrant Capital Group LLC | 4,407 | $603.1K | 0.04% | −842−16.0% | Reduced |
| Tradewinds, LLC. | 4,406 | $603.0K | 0.19% | +4,406 | New |
| Cohen Capital Management, Inc. | 4,405 | $602.8K | 0.10% | +3+0.1% | Added |
| Peoples Financial Services Corp. | 4,386 | $600.2K | 0.27% | −539−10.9% | Reduced |
| Verity Asset Management, Inc. | 4,380 | $599.4K | 0.24% | +2,240+104.7% | Added |
| Thoroughbred Financial Services, LLC | 4,363 | $597.0K | 0.04% | +2,246+106.1% | Added |
| Geller Advisors LLC | 4,359 | $596.5K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,743 | $595.6K | 0.10% | −307−6.1% | 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 |
| Simmons Bank | 4,335 | $593.2K | 0.04% | −380−8.1% | Reduced |
| Heartwood Wealth Advisors LLC | 4,334 | $593.1K | 0.07% | +1,853+74.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,314 | $590.4K | 0.36% | +563+15.0% | Added |
| Meyer Handelman Co | 4,300 | $588.5K | 0.02% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,281 | $585.9K | 0.40% | −12−0.3% | Reduced |
| CKW Financial Group | 4,301 | $585.0K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,273 | $584.8K | 0.11% | +4,273 | New |
| HM Payson & Co | 4,266 | $583.8K | 0.01% | +63+1.5% | Added |
| Revolve Wealth Partners, LLC | 4,262 | $583.3K | 0.10% | +4,262 | New |
| Greenwich Wealth Management LLC | 4,257 | $583.0K | 0.04% | −28−0.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,252 | $581.9K | 0.17% | +4+0.1% | Added |
| Ambassador Advisors, LLC | 4,252 | $581.8K | 0.11% | +155+3.8% | Added |
| Central Bank & Trust Co | 4,225 | $578.2K | 0.08% | −2,137−33.6% | Reduced |
| Larson Financial Group LLC | 4,224 | $578.1K | 0.04% | +128+3.1% | Added |
| JFS Wealth Advisors, LLC | 4,202 | $575.0K | 0.05% | −7−0.2% | Reduced |
| Morris Retirement Advisors, LLC | 4,186 | $572.9K | 0.33% | +705+20.3% | Added |
| GM Advisory Group, Inc. | 4,184 | $572.6K | 0.04% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,181 | $572.2K | 0.32% | −936−18.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,172 | $570.9K | 0.19% | +9+0.2% | Added |
| Evermay Wealth Management LLC | 4,167 | $570.2K | 0.09% | −290−6.5% | Reduced |
| Kovack Advisors, Inc. | 4,164 | $569.8K | 0.06% | +4,164 | New |
| Deseret Mutual Benefit Administrators | 4,148 | $567.7K | 0.26% | +146+3.6% | Added |
| TBH Global Asset Management, LLC | 4,143 | $567.0K | 0.13% | −20−0.5% | Reduced |
| Strategic Investment Solutions, Inc. | 4,337 | $565.5K | 0.18% | +4,337 | New |