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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 2,691 | $368.3K | 0.12% | −58−2.1% | Reduced |
| Cambiar Investors LLC | 2,678 | $366.5K | 0.01% | −60−2.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,675 | $366.1K | 0.00% | −558−17.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,673 | $365.7K | 0.15% | −2,801−51.2% | Reduced |
| Hyperion Partners, LLC | 2,668 | $365.1K | 0.26% | +2,668 | New |
| Farmers Trust Co | 2,661 | $364.2K | 0.07% | −26,031−90.7% | Reduced |
| Mizuho Markets Americas LLC | 2,660 | $364.0K | 0.01% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,662 | $364.0K | 0.02% | −45−1.7% | Reduced |
| AlTi Global, Inc. | 2,652 | $362.9K | 0.01% | −472−15.1% | Reduced |
| Suncoast Equity Management | 2,652 | $362.9K | 0.04% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,649 | $362.5K | 0.11% | +2,649 | New |
| Leisure Capital Management | 2,645 | $362.0K | 0.17% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,456 | $361.8K | 0.09% | +2,456 | New |
| Busey Wealth Management | 2,641 | $361.4K | 0.01% | +154+6.2% | Added |
| Pacitti Group Inc. | 2,640 | $361.3K | 0.19% | +4+0.2% | Added |
| Hodges Capital Management Inc. | 2,639 | $361.1K | 0.02% | +4+0.2% | Added |
| Fortitude Family Office, LLC | 2,628 | $359.6K | 0.20% | −73−2.7% | Reduced |
| HCR Wealth Advisors | 2,627 | $359.5K | 0.05% | −48−1.8% | Reduced |
| Weatherly Asset Management L. P. | 2,622 | $358.8K | 0.03% | −50−1.9% | Reduced |
| Country Trust Bank | 2,622 | $358.8K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,613 | $357.6K | 0.14% | −148−5.4% | Reduced |
| Clear Creek Financial Management, LLC | 2,607 | $356.8K | 0.04% | −12−0.5% | Reduced |
| Kades & Cheifetz LLC | 2,606 | $356.6K | 0.22% | +48+1.9% | Added |
| Human Investing LLC | 2,605 | $356.5K | 0.07% | −472−15.3% | Reduced |
| Peavine Capital, LLC | 2,600 | $355.8K | 0.09% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,599 | $355.7K | 0.14% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,640 | $354.5K | 0.15% | +20+0.8% | Added |
| Ausdal Financial Partners, Inc. | 2,580 | $353.0K | 0.04% | −90−3.4% | Reduced |
| Guardian Wealth Advisors, LLC | 2,574 | $352.2K | 0.04% | −148−5.4% | Reduced |
| Delta Financial Advisors LLC | 2,569 | $351.6K | 0.14% | −19−0.7% | Reduced |
| Abel Hall, LLC | 2,564 | $350.9K | 0.25% | +1,218+90.5% | Added |
| Strategy Asset Managers LLC | 1,956 | $350.6K | 0.08% | −329−14.4% | Reduced |
| McGuire Investment Group, LLC | 2,554 | $349.5K | 0.05% | −100−3.8% | Reduced |
| Spirit of America Management Corp | 2,550 | $349.0K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,544 | $348.1K | 0.10% | −149−5.5% | Reduced |
| Tucker Asset Management LLC | 2,544 | $348.1K | 0.08% | +202+8.6% | Added |
| Claro Advisors LLC | 2,542 | $347.8K | 0.05% | −169−6.2% | Reduced |
| WCM Investment Management, LLC | 2,561 | $347.8K | 0.00% | +2,561 | New |
| Old Mission Investment Co LLC | 2,539 | $347.5K | 0.11% | 00.0% | Unchanged |
| Davidson Trust Co | 2,531 | $346.4K | 0.24% | −323−11.3% | Reduced |
| Ti-Trust, Inc | 2,515 | $344.2K | 0.27% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 2,505 | $342.8K | 0.07% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,502 | $342.4K | 0.00% | −17,183−87.3% | Reduced |
| Gouws Capital LLC | 2,500 | $342.1K | 0.24% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,489 | $341.0K | 0.01% | −358−12.6% | Reduced |
| Hancock Whitney Corp | 2,487 | $340.3K | 0.01% | +352+16.5% | Added |
| Capital Advisors Wealth Management, LLC | 2,486 | $340.3K | 0.07% | −1,144−31.5% | Reduced |
| AlphaMark Advisors, LLC | 2,471 | $338.0K | 0.12% | −33−1.3% | Reduced |
| NWF Advisory Services Inc. | 2,467 | $337.5K | 0.05% | +2+0.1% | Added |
| Fortis Group Advisors, LLC | 2,465 | $337.4K | 0.07% | +10.0% | Added |
| Shufro Rose & Co LLC | 2,465 | $337.3K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,463 | $337.0K | 0.01% | −115−4.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,461 | $336.8K | 0.02% | +2,461 | New |
| New Covenant Trust Company, N.A. | 2,306 | $334.8K | 0.38% | −18−0.8% | Reduced |
| Plato Investment Management Ltd | 2,437 | $333.5K | 0.03% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,435 | $333.2K | 0.32% | −7−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,434 | $333.2K | 0.21% | −121−4.7% | Reduced |
| Avestar Capital, LLC | 2,431 | $332.7K | 0.04% | −460−15.9% | Reduced |
| Cobblestone Capital Advisors LLC | 2,430 | $332.5K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 2,421 | $331.3K | 0.08% | −55−2.2% | Reduced |
| Allegheny Financial Group LTD | 2,421 | $331.3K | 0.10% | −9−0.4% | Reduced |
| Cannon Financial Strategists, Inc. | 2,419 | $331.0K | 0.06% | −200−7.6% | Reduced |
| Burns Matteson Capital Management, LLC | 2,402 | $328.7K | 0.21% | −186−7.2% | Reduced |
| Optimist Retirement Group LLC | 2,399 | $328.3K | 0.17% | +57+2.4% | Added |
| Colonial Trust Advisors | 2,398 | $328.2K | 0.03% | −523−17.9% | Reduced |
| San Luis Wealth Advisors LLC | 2,398 | $328.0K | 0.08% | +2,398 | New |
| Park Place Capital Corp | 2,396 | $327.9K | 0.10% | −928−27.9% | Reduced |
| Walker Financial Services, Inc. | 2,205 | $327.5K | 0.26% | −11−0.5% | Reduced |
| Financial Management Professionals, Inc. | 2,391 | $327.0K | 0.04% | +160+7.2% | Added |
| Cape Investment Advisory, Inc. | 2,384 | $326.2K | 0.15% | −891−27.2% | Reduced |
| Chesapeake Wealth Management | 2,382 | $326.0K | 0.12% | −5,123−68.3% | Reduced |
| Atlas Brown,Inc. | 2,379 | $325.5K | 0.12% | −247−9.4% | Reduced |
| N.E.W. Advisory Services LLC | 2,370 | $324.4K | 0.04% | +332+16.3% | Added |
| waypoint wealth counsel | 2,359 | $322.9K | 0.25% | −41−1.7% | Reduced |
| BLB&B Advisors, LLC | 2,359 | $322.8K | 0.02% | −334−12.4% | Reduced |
| Westhampton Capital, LLC | 2,355 | $322.3K | 0.17% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,353 | $322.0K | 0.08% | −764−24.5% | Reduced |
| DF Dent & Co Inc | 2,349 | $321.5K | 0.00% | −1,170−33.2% | Reduced |
| Nicolet Bankshares Inc | 2,348 | $321.3K | 0.08% | −40−1.7% | Reduced |
| Etfidea, LLC | 2,336 | $319.6K | 0.11% | +10.0% | Added |
| Fulcrum Equity Management | 2,332 | $319.1K | 0.29% | +462+24.7% | Added |
| GW Henssler & Associates Ltd | 2,330 | $318.9K | 0.02% | +13+0.6% | Added |
| Sharp Financial Services, LLC | 2,327 | $318.4K | 0.27% | −229−9.0% | Reduced |
| Chaney Capital Management, Inc. | 2,320 | $317.5K | 0.21% | −110−4.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,318 | $317.3K | 0.01% | +685+41.9% | Added |
| 360 Financial, Inc. | 2,311 | $316.3K | 0.12% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,308 | $315.9K | 0.08% | +53+2.4% | Added |
| Lynx Investment Advisory | 2,306 | $315.6K | 0.23% | +2,306 | New |
| First Trust Investment Solutions L.P. | 2,306 | $315.6K | 0.04% | +126+5.8% | Added |
| MTM Investment Management, LLC | 2,301 | $314.8K | 0.13% | −22−0.9% | Reduced |
| Gratus Wealth Advisors, LLC | 2,166 | $314.5K | 0.05% | −949−30.5% | Reduced |
| Sollinda Capital Management LLC | 2,295 | $314.1K | 0.10% | +100+4.6% | Added |
| Greenfield Savings Bank | 2,281 | $312.2K | 0.16% | +556+32.2% | Added |
| Bill Few Associates, Inc. | 2,280 | $312.0K | 0.12% | −114−4.8% | Reduced |
| Petrus Trust Company, LTA | 2,277 | $311.6K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,274 | $311.0K | 0.17% | +7+0.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,268 | $310.4K | 0.10% | +549+31.9% | Added |
| Lyell Wealth Management, LP | 2,263 | $309.7K | 0.03% | −190−7.7% | Reduced |
| WealthShield Partners, LLC | 2,255 | $308.6K | 0.05% | +187+9.0% | Added |
| Evexia Wealth LLC | 2,123 | $308.3K | 0.12% | +25+1.2% | Added |