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 |
|---|---|---|---|---|---|
| American National Bank | 3,228 | $441.8K | 0.06% | +28+0.9% | Added |
| Patten & Patten Inc | 3,220 | $440.6K | 0.03% | −12−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,215 | $439.9K | 0.07% | −51−1.6% | Reduced |
| MKT Advisors LLC | 3,276 | $439.9K | 0.22% | +15+0.5% | Added |
| LMG Wealth Partners, LLC | 3,210 | $439.2K | 0.11% | +25+0.8% | Added |
| Kennedy Investment Group | 3,209 | $439.2K | 0.22% | −37−1.1% | Reduced |
| Premier Path Wealth Partners, LLC | 3,209 | $439.1K | 0.07% | −308−8.8% | Reduced |
| Mystic Asset Management, Inc. | 3,207 | $438.9K | 0.18% | +185+6.1% | Added |
| Field & Main Bank | 3,205 | $438.6K | 0.16% | +61+1.9% | Added |
| ORG Partners LLC | 3,220 | $438.2K | 0.05% | +2,889+872.8% | Added |
| Sterling Investment Counsel, LLC | 3,202 | $438.2K | 0.17% | +17+0.5% | Added |
| Malaga Cove Capital, LLC | 3,174 | $434.4K | 0.18% | −61−1.9% | Reduced |
| MidWestOne Financial Group, Inc. | 3,169 | $433.7K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,164 | $433.0K | 0.06% | +28+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $432.4K | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,156 | $431.9K | 0.13% | −3,140−49.9% | Reduced |
| Gryphon Financial Partners LLC | 3,146 | $430.6K | 0.06% | −28−0.9% | Reduced |
| Encompass Wealth Advisors, LLC | 3,134 | $428.9K | 0.11% | −2,728−46.5% | Reduced |
| LCNB Corp | 3,128 | $428.1K | 0.16% | −2,643−45.8% | Reduced |
| Center for Financial Planning, Inc. | 3,122 | $427.2K | 0.06% | 00.0% | Unchanged |
| Marex Group plc | 3,119 | $426.8K | 0.01% | +3,119 | New |
| Glen Eagle Advisors, LLC | 3,116 | $426.5K | 0.08% | −166−5.1% | Reduced |
| Kolinsky Wealth Management, LLC | 3,111 | $425.7K | 0.31% | −184−5.6% | Reduced |
| Conscious Wealth Investments, LLC | 3,322 | $424.2K | 0.30% | −210−5.9% | Reduced |
| Hyman Charles D | 3,101 | $424.0K | 0.02% | −67−2.1% | Reduced |
| Shepherd Financial Partners LLC | 3,094 | $423.4K | 0.05% | +92+3.1% | Added |
| W.H. Cornerstone Investments Inc. | 3,084 | $422.0K | 0.30% | −1,260−29.0% | Reduced |
| Fortis Capital Advisors, LLC | 3,081 | $421.6K | 0.15% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,080 | $421.5K | 0.07% | −688−18.3% | Reduced |
| Palumbo Wealth Management LLC | 3,080 | $421.5K | 0.18% | −123−3.8% | Reduced |
| E&G Advisors, LP | 3,069 | $420.0K | 0.12% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 3,066 | $419.6K | 0.09% | +118+4.0% | Added |
| Guardian Capital Advisors LP | 3,080 | $417.8K | 0.04% | −2,785−47.5% | Reduced |
| NTV Asset Management LLC | 3,045 | $416.7K | 0.06% | +14+0.5% | Added |
| Core Alternative Capital | 3,037 | $415.6K | 0.08% | −185−5.7% | Reduced |
| Curbstone Financial Management Corp | 3,028 | $414.4K | 0.09% | −900−22.9% | Reduced |
| Harbour Capital Advisors, LLC | 3,047 | $414.2K | 0.10% | 00.0% | Unchanged |
| Mason & Associates, LLC | 3,023 | $413.7K | 0.14% | +3,023 | New |
| Angeles Wealth Management, LLC | 3,020 | $413.3K | 0.04% | +832+38.0% | Added |
| Forum Financial Management, LP | 3,019 | $413.1K | 0.01% | +157+5.5% | Added |
| IVC Wealth Advisors LLC | 3,008 | $411.7K | 0.23% | +21+0.7% | Added |
| Oxford Financial Group Ltd | 3,008 | $411.6K | 0.03% | +147+5.1% | Added |
| Compagnie Lombard Odier SCmA | 3,000 | $410.6K | 0.01% | −353−10.5% | Reduced |
| Terry L. Blaker | 2,986 | $408.6K | 0.02% | +7+0.2% | Added |
| XTX Topco Ltd | 2,978 | $407.5K | 0.03% | −11,293−79.1% | Reduced |
| Drive Wealth Management, LLC | 2,978 | $407.5K | 0.11% | −235−7.3% | Reduced |
| Qtron Investments LLC | 2,976 | $407.3K | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 2,973 | $406.9K | 0.03% | +236+8.6% | Added |
| Vance Wealth, Inc. | 2,970 | $406.4K | 0.17% | −10.0% | Reduced |
| Grove Bank & Trust | 2,969 | $406.3K | 0.07% | +20+0.7% | Added |
| Sittner & Nelson, LLC | 2,966 | $405.9K | 0.20% | +1,100+58.9% | Added |
| Weaver Consulting Group | 2,964 | $405.6K | 0.14% | −5−0.2% | Reduced |
| Thrive Wealth Management, LLC | 2,954 | $404.3K | 0.08% | −1,611−35.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,952 | $403.9K | 0.04% | −2,904−49.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,948 | $403.4K | 0.01% | −209−6.6% | Reduced |
| Wealth Advisory Solutions, LLC | 2,940 | $402.4K | 0.11% | +446+17.9% | Added |
| Vista Investment Management | 2,936 | $401.8K | 0.16% | −1,163−28.4% | Reduced |
| Ritholtz Wealth Management | 2,929 | $400.9K | 0.01% | −811−21.7% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $399.5K | 0.20% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,917 | $399.2K | 0.04% | −205−6.6% | Reduced |
| Clarius Group, LLC | 2,915 | $398.9K | 0.03% | −647−18.2% | Reduced |
| ERTS Wealth Advisors, LLC | 2,900 | $396.9K | 0.08% | −132−4.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,899 | $396.8K | 0.02% | +9+0.3% | Added |
| Douglas Lane & Associates, LLC | 2,897 | $396.5K | 0.01% | −350−10.8% | Reduced |
| Verus Capital Partners, LLC | 2,890 | $396.3K | 0.04% | +185+6.8% | Added |
| Trustco Bank Corp N Y | 2,892 | $395.8K | 0.42% | −544−15.8% | Reduced |
| West Paces Advisors Inc. | 2,857 | $391.0K | 0.10% | −214−7.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,855 | $390.7K | 0.05% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,851 | $390.1K | 0.26% | +509+21.7% | Added |
| Choice Wealth Advisors, LLC | 2,849 | $389.9K | 0.21% | +23+0.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,844 | $389.2K | 0.10% | +299+11.7% | Added |
| Wharton Business Group, LLC | 2,845 | $389.0K | 0.02% | −9,078−76.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,832 | $387.6K | 0.06% | −1,330−32.0% | Reduced |
| Ledyard National Bank | 2,829 | $387.1K | 0.04% | −5−0.2% | Reduced |
| Adirondack Trust Co | 2,824 | $386.4K | 0.16% | −9−0.3% | Reduced |
| Yeomans Consulting Group, Inc. | 2,818 | $385.6K | 0.15% | −327−10.4% | Reduced |
| Silverlake Wealth Management LLC | 2,812 | $384.9K | 0.16% | −102−3.5% | Reduced |
| Heritage Oak Wealth Advisors LLC | 2,805 | $383.9K | 0.19% | +2,805 | New |
| Catalyst Financial Partners LLC | 2,804 | $383.7K | 0.08% | −376−11.8% | Reduced |
| L2 Asset Management, LLC | 2,804 | $383.7K | 0.12% | +232+9.0% | Added |
| Successful Portfolios LLC | 2,804 | $383.7K | 0.27% | −225−7.4% | Reduced |
| D.B. Root & Company, LLC | 2,802 | $383.5K | 0.13% | −4,273−60.4% | Reduced |
| Mechanics Financial Corp | 2,802 | $383.5K | 0.20% | 00.0% | Unchanged |
| Monument Capital Management | 2,802 | $383.4K | 0.11% | −1,453−34.1% | Reduced |
| nVerses Capital, LLC | 2,800 | $383.2K | 0.23% | +2,800 | New |
| Paulson Wealth Management Inc. | 2,793 | $382.2K | 0.11% | +50+1.8% | Added |
| Convergence Financial, LLC | 2,785 | $381.2K | 0.10% | +2,785 | New |
| Global Trust Asset Management, LLC | 2,771 | $379.3K | 0.15% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,750 | $376.3K | 0.11% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,750 | $376.3K | 0.03% | +300+12.2% | Added |
| First Financial Bankshares Inc | 2,733 | $374.0K | 0.01% | +1,187+76.8% | Added |
| Ipswich Investment Management Co., Inc. | 2,726 | $373.1K | 0.09% | −208−7.1% | Reduced |
| Keel Point, LLC | 2,949 | $373.0K | 0.03% | +880+42.5% | Added |
| Atlas Wealth LLC | 2,751 | $372.9K | 0.06% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,724 | $372.8K | 0.15% | +163+6.4% | Added |
| Gray Wealth Management Inc. | 2,720 | $372.2K | 0.16% | −49−1.8% | Reduced |
| GeoWealth Management, LLC | 2,716 | $371.7K | 0.02% | +469+20.9% | Added |
| Royal Capital Wealth Management, LLC | 2,707 | $370.4K | 0.28% | +7+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,706 | $370.0K | 0.15% | −17,495−86.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,696 | $368.9K | 0.21% | 00.0% | Unchanged |