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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 4,125 | $564.5K | 0.18% | +900+27.9% | Added |
| Guardian Investment Management | 4,075 | $557.7K | 0.41% | +4,075 | New |
| Elevated Capital Advisors, LLC | 4,074 | $557.5K | 0.16% | +593+17.0% | Added |
| Ancora Advisors, LLC | 4,073 | $557.5K | 0.01% | −420−9.3% | Reduced |
| Rogco, LP | 4,050 | $554.2K | 0.23% | −156−3.7% | Reduced |
| Trust Point Inc. | 4,022 | $550.4K | 0.04% | −442−9.9% | Reduced |
| S.A. Mason LLC | 4,011 | $548.9K | 0.31% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,001 | $547.5K | 0.34% | +512+14.7% | Added |
| Bridges Investment Management Inc | 3,998 | $547.1K | 0.01% | +2,129+113.9% | Added |
| Smith, Salley & Associates | 3,990 | $546.0K | 0.04% | −145−3.5% | Reduced |
| Barr E S & Co | 3,989 | $545.9K | 0.04% | −37−0.9% | Reduced |
| Powers Advisory Group, LLC | 3,986 | $545.4K | 0.30% | +3+0.1% | Added |
| Juncture Wealth Strategies, LLC | 3,979 | $544.5K | 0.23% | +1,110+38.7% | Added |
| Diamant Asset Management, Inc. | 3,950 | $540.6K | 0.36% | +65+1.7% | Added |
| Dumont & Blake Investment Advisors LLC | 3,942 | $539.5K | 0.08% | +1,991+102.1% | Added |
| RDA Financial Network | 3,937 | $538.7K | 0.18% | −72−1.8% | Reduced |
| Ceera Investments, LLC | 3,936 | $538.6K | 0.23% | +3,936 | New |
| Bank Ozk | 3,913 | $535.5K | 0.23% | −58−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,899 | $533.6K | 0.05% | −717−15.5% | Reduced |
| Clifford Group, LLC | 3,888 | $532.1K | 0.43% | +17+0.4% | Added |
| River Street Advisors LLC | 3,879 | $530.8K | 0.33% | −22−0.6% | Reduced |
| Financial Advocates Investment Management | 3,874 | $530.2K | 0.03% | −1,964−33.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,871 | $529.7K | 0.16% | +3,871 | New |
| Lindbrook Capital, LLC | 3,870 | $529.6K | 0.05% | −1,565−28.8% | Reduced |
| FRG Family Wealth Advisors LLC | 4,250 | $529.1K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,831 | $524.2K | 0.02% | −1,763−31.5% | Reduced |
| Richard W. Paul & Associates, LLC | 3,830 | $524.1K | 0.20% | +200+5.5% | Added |
| Chicago Partners Investment Group LLC | 4,061 | $523.9K | 0.02% | −352−8.0% | Reduced |
| Girard Partners Ltd. | 3,813 | $521.9K | 0.05% | −208−5.2% | Reduced |
| Phillips Wealth Planners LLC | 3,845 | $521.6K | 0.55% | −116−2.9% | Reduced |
| First Western Trust Bank | 3,783 | $517.7K | 0.02% | −101−2.6% | Reduced |
| Boston Family Office LLC | 3,779 | $517.0K | 0.04% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 3,759 | $514.4K | 0.07% | −69−1.8% | Reduced |
| Franklin Street Advisors Inc | 3,757 | $514.0K | 0.04% | +1,500+66.5% | Added |
| Durante & Waters, LLC | 3,754 | $513.8K | 0.46% | +20+0.5% | Added |
| Breakwater Capital Group | 3,738 | $511.5K | 0.12% | +133+3.7% | Added |
| AXS Investments LLC | 3,736 | $511.3K | 0.14% | +3,736 | New |
| Laurion Capital Management LP | 3,731 | $510.6K | 0.02% | −19,747−84.1% | Reduced |
| Biltmore Wealth Management, LLC | 3,731 | $510.5K | 0.22% | −94−2.5% | Reduced |
| Summit Asset Management, LLC | 3,727 | $510.0K | 0.11% | 00.0% | Unchanged |
| Sentinus, LLC | 3,723 | $509.5K | 0.17% | −69−1.8% | Reduced |
| Ellis Investment Partners, LLC | 3,722 | $509.3K | 0.11% | +3,722 | New |
| EverSource Wealth Advisors, LLC | 3,898 | $508.2K | 0.03% | −90−2.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,707 | $507.3K | 0.25% | +342+10.2% | Added |
| Foster Victor Wealth Advisors, LLC | 3,432 | $505.7K | 0.04% | +1,937+129.6% | Added |
| Phoenix Holdings Ltd. | 3,707 | $505.0K | 0.01% | −27,682−88.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,689 | $504.8K | 0.18% | −469−11.3% | Reduced |
| Waldron Private Wealth LLC | 3,674 | $502.8K | 0.02% | −337−8.4% | Reduced |
| BCJ Capital Management, LLC | 3,672 | $502.5K | 0.04% | +1,052+40.2% | Added |
| Absher Wealth Management, LLC | 3,666 | $501.7K | 0.07% | +775+26.8% | Added |
| Legacy Wealth Asset Management, LLC | 3,658 | $500.6K | 0.14% | +168+4.8% | Added |
| Sar Wealth Management Group, LLC | 3,654 | $500.0K | 0.35% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,609 | $493.9K | 0.14% | +741+25.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,601 | $492.8K | 0.34% | +2+0.1% | Added |
| Cutler Investment Counsel LLC | 3,586 | $490.7K | 0.07% | +307+9.4% | Added |
| First Affirmative Financial Network | 3,570 | $488.6K | 0.34% | +31+0.9% | Added |
| Pathway Financial Advisors LLC | 3,560 | $487.2K | 0.13% | −31−0.9% | Reduced |
| Ignite Planners, LLC | 3,565 | $486.1K | 0.12% | −5−0.1% | Reduced |
| Liberty Capital Management, Inc. | 3,535 | $483.8K | 0.11% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,529 | $482.9K | 0.17% | −25−0.7% | Reduced |
| Viawealth, LLC | 3,522 | $481.9K | 0.30% | +213+6.4% | Added |
| Roble, Belko & Company, Inc | 3,513 | $481.0K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,510 | $480.4K | 0.04% | −74−2.1% | Reduced |
| Stratos Wealth Advisors, LLC | 3,505 | $479.7K | 0.02% | −14−0.4% | Reduced |
| Sax Wealth Advisors, LLC | 3,496 | $478.5K | 0.05% | +3,496 | New |
| NCM Capital Management, LLC | 3,473 | $475.3K | 0.25% | +155+4.7% | Added |
| Wallace Advisory Group, LLC | 3,469 | $474.7K | 0.34% | +2,140+161.0% | Added |
| Archer Investment Corp | 3,464 | $474.0K | 0.14% | +102+3.0% | Added |
| Hoylecohen, LLC | 3,460 | $473.5K | 0.04% | +1,286+59.2% | Added |
| Penserra Capital Management LLC | 3,452 | $472.0K | 0.01% | +46+1.4% | Added |
| Accurate Wealth Management, LLC | 3,264 | $470.4K | 0.11% | +148+4.7% | Added |
| DAGCO, Inc. | 3,437 | $470.4K | 0.21% | −646−15.8% | Reduced |
| Keebeck Alpha, LP | 3,430 | $469.4K | 0.35% | +3,430 | New |
| Brown, Lisle/Cummings, Inc. | 3,428 | $469.1K | 0.15% | +1,053+44.3% | Added |
| Opinicus Capital, Inc. | 3,420 | $468.1K | 0.39% | +740+27.6% | Added |
| Defined Wealth Management, LLC | 3,414 | $467.2K | 0.32% | −173−4.8% | Reduced |
| Eads & Heald Wealth Management | 3,409 | $467.0K | 0.23% | −1,066−23.8% | Reduced |
| Octavia Wealth Advisors, LLC | 3,396 | $464.7K | 0.06% | −126−3.6% | Reduced |
| Xcel Wealth Management, LLC | 3,396 | $464.7K | 0.15% | −75−2.2% | Reduced |
| IFG Advisors, LLC | 3,396 | $464.7K | 0.11% | +13+0.4% | Added |
| SRS Capital Advisors, Inc. | 3,394 | $464.5K | 0.05% | +1,917+129.8% | Added |
| Liberty Wealth Management LLC | 4,344 | $464.0K | 0.09% | +810+22.9% | Added |
| Segment Wealth Management, LLC | 3,386 | $463.3K | 0.03% | −18−0.5% | Reduced |
| Calton & Associates, Inc. | 3,383 | $462.9K | 0.23% | +1,400+70.6% | Added |
| Prelude Capital Management, LLC | 3,381 | $462.7K | 0.04% | +3,381 | New |
| Journey Advisory Group, LLC | 3,376 | $462.0K | 0.06% | +1,802+114.5% | Added |
| Silver Oak Securities, Inc | 3,357 | $459.4K | 0.07% | +136+4.2% | Added |
| Versant Capital Management, Inc | 3,352 | $458.7K | 0.12% | +140+4.4% | Added |
| Range Financial Group LLC | 3,341 | $457.1K | 0.23% | −80−2.3% | Reduced |
| First Hawaiian Bank | 3,338 | $456.8K | 0.02% | −4,190−55.7% | Reduced |
| Dividend Assets Capital, LLC | 3,321 | $454.4K | 0.09% | −125−3.6% | Reduced |
| Dana Investment Advisors, Inc. | 3,307 | $452.6K | 0.02% | −251−7.1% | Reduced |
| Vista Investment Partners LLC | 3,268 | $447.2K | 0.15% | −7,898−70.7% | Reduced |
| S&CO Inc | 3,270 | $447.0K | 0.03% | −500−13.3% | Reduced |
| Eaton-Cambridge Inc. | 3,262 | $446.4K | 0.23% | +15+0.5% | Added |
| Childress Capital Advisors, LLC | 3,246 | $444.2K | 0.13% | +560+20.8% | Added |
| Gsa Capital Partners LLP | 3,237 | $443.0K | 0.03% | −2,998−48.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,236 | $442.8K | 0.02% | −44,644−93.2% | Reduced |
| Montis Financial, LLC | 3,234 | $442.6K | 0.20% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,230 | $442.1K | 0.03% | +865+36.6% | Added |