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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 2,223 | $304.2K | 0.23% | −635−22.2% | Reduced |
| Traphagen Investment Advisors LLC | 2,222 | $304.1K | 0.03% | −83−3.6% | Reduced |
| Lane & Associates LLC | 2,222 | $304.1K | 0.18% | +116+5.5% | Added |
| Foster & Motley Inc | 2,216 | $303.0K | 0.02% | −500−18.4% | Reduced |
| IMS Capital Management | 2,340 | $301.5K | 0.14% | −106−4.3% | Reduced |
| Buffington Mohr McNeal | 2,201 | $301.3K | 0.05% | +10.0% | Added |
| FDx Advisors, Inc. | 2,199 | $301.0K | 0.08% | −9,701−81.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,199 | $300.9K | 0.12% | −3−0.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,189 | $299.6K | 0.11% | −93−4.1% | Reduced |
| Vicus Capital | 2,189 | $299.5K | 0.03% | −913−29.4% | Reduced |
| Boothbay Fund Management, LLC | 2,182 | $298.6K | 0.01% | +2,182 | New |
| DT Investment Partners, LLC | 2,173 | $297.4K | 0.03% | +855+64.9% | Added |
| GPS Wealth Strategies Group, LLC | 2,161 | $295.7K | 0.04% | −46−2.1% | Reduced |
| Meridian Wealth Advisors, LLC | 2,160 | $295.6K | 0.05% | −414−16.1% | Reduced |
| Strategic Wealth Designers | 2,173 | $295.4K | 0.04% | +2,173 | New |
| Covenant Partners, LLC | 2,156 | $295.0K | 0.09% | 00.0% | Unchanged |
| King Wealth | 2,158 | $295.0K | 0.05% | −191−8.1% | Reduced |
| US Asset Management LLC | 2,155 | $295.0K | 0.27% | −54−2.4% | Reduced |
| Wedmont Private Capital | 2,069 | $294.5K | 0.02% | −758−26.8% | Reduced |
| Sachetta, LLC | 2,281 | $294.4K | 0.13% | −171−7.0% | Reduced |
| Detalus Advisors, LLC | 2,150 | $294.2K | 0.10% | +161+8.1% | Added |
| Holistic Planning, LLC | 1,979 | $294.1K | 0.23% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 2,149 | $294.1K | 0.08% | −206−8.7% | Reduced |
| Leavell Investment Management, Inc. | 2,148 | $294.0K | 0.02% | +268+14.3% | Added |
| Southland Equity Partners LLC | 2,132 | $291.7K | 0.08% | +7+0.3% | Added |
| Montecito Bank & Trust | 2,130 | $291.5K | 0.06% | −114−5.1% | Reduced |
| RMB Capital Management, LLC | 2,130 | $291.5K | 0.01% | −10−0.5% | Reduced |
| CoreFirst Bank & Trust | 2,127 | $291.1K | 0.20% | +20+0.9% | Added |
| First American Trust, FSB | 2,124 | $290.7K | 0.03% | +147+7.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,124 | $290.7K | 0.02% | +145+7.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,114 | $289.3K | 0.05% | −252−10.7% | Reduced |
| Veracity Capital LLC | 2,111 | $288.9K | 0.12% | +2,111 | New |
| Great Diamond Partners, LLC | 2,098 | $287.1K | 0.07% | −373−15.1% | Reduced |
| Silver Coast Investments LLC | 2,096 | $286.8K | 0.12% | +339+19.3% | Added |
| Consolidated Planning Corp | 2,091 | $286.2K | 0.05% | −273−11.5% | Reduced |
| Sunpointe, LLC | 2,086 | $285.5K | 0.19% | −445−17.6% | Reduced |
| Herold Advisors, Inc. | 2,083 | $285.2K | 0.07% | +224+12.0% | Added |
| Certified Advisory Corp | 2,084 | $285.2K | 0.04% | +128+6.5% | Added |
| Somerset Trust Co | 2,081 | $284.8K | 0.12% | +115+5.8% | Added |
| Yarger Wealth Strategies, LLC | 2,078 | $284.4K | 0.17% | −614−22.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,061 | $282.1K | 0.04% | −293−12.4% | Reduced |
| Prosperity Consulting Group, LLC | 2,060 | $281.9K | 0.04% | −917−30.8% | Reduced |
| Numerai GP LLC | 2,060 | $281.9K | 0.10% | +2,060 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,052 | $280.8K | 0.08% | +99+5.1% | Added |
| Colonial River Wealth Management, LLC | 2,044 | $279.7K | 0.15% | +45+2.3% | Added |
| SignalPoint Asset Management, LLC | 2,043 | $279.6K | 0.07% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 2,041 | $279.3K | 0.07% | +14+0.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,040 | $279.2K | 0.28% | +2,040 | New |
| Alpha Financial Partners, LLC | 2,039 | $279.1K | 0.24% | +158+8.4% | Added |
| Bank & Trust Co | 2,038 | $278.9K | 0.24% | +2,038 | New |
| Burney Co | 2,022 | $276.7K | 0.01% | −651−24.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,018 | $276.2K | 0.15% | +42+2.1% | Added |
| Allstate Corp | 2,011 | $275.2K | 0.02% | +21+1.1% | Added |
| Options Solutions, LLC | 2,010 | $275.1K | 0.16% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,006 | $275.0K | 0.05% | −1,157−36.6% | Reduced |
| Exchange Bank | 2,009 | $274.9K | 0.23% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,007 | $274.7K | 0.03% | −5−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 2,225 | $274.4K | 0.04% | −581−20.7% | Reduced |
| Rice Partnership, LLC | 2,003 | $274.1K | 0.06% | −4−0.2% | Reduced |
| Harbor Advisors LLC | 2,000 | $273.7K | 0.05% | 00.0% | Unchanged |
| GenTrust, LLC | 2,000 | $273.7K | 0.01% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $273.7K | 0.03% | +2,000 | New |
| Leo Wealth, LLC | 2,007 | $273.5K | 0.03% | −489−19.6% | Reduced |
| FLC Capital Advisors | 1,997 | $273.3K | 0.07% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $273.0K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,004 | $271.0K | 0.01% | −58−2.8% | Reduced |
| First Dallas Securities Inc. | 1,979 | $270.8K | 0.12% | +126+6.8% | Added |
| Aries Wealth Management | 1,976 | $270.4K | 0.09% | −200−9.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,972 | $269.9K | 0.01% | −68−3.3% | Reduced |
| Sawgrass Asset Management LLC | 1,971 | $269.7K | 0.03% | +1,971 | New |
| FSB Premier Wealth Management, Inc. | 1,961 | $268.4K | 0.12% | +65+3.4% | Added |
| Optas, LLC | 1,959 | $268.1K | 0.07% | −108−5.2% | Reduced |
| Altus Wealth Group LLC | 1,957 | $267.8K | 0.13% | −2,878−59.5% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $267.5K | 0.15% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,798 | $267.2K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,947 | $266.5K | 0.17% | −17−0.9% | Reduced |
| Gateway Advisory, LLC | 1,944 | $266.0K | 0.05% | +1,944 | New |
| Horan Securities, Inc. | 1,937 | $265.1K | 0.11% | −1−0.1% | Reduced |
| Northeast Financial Group, Inc. | 1,929 | $264.0K | 0.11% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,927 | $263.7K | 0.01% | +63+3.4% | Added |
| Platform Technology Partners | 1,926 | $263.6K | 0.09% | +1,926 | New |
| Laffer Tengler Investments | 1,922 | $263.0K | 0.06% | −19,657−91.1% | Reduced |
| Zega Financial, LLC | 1,922 | $263.0K | 0.10% | +1,922 | New |
| Cohen & Steers, Inc. | 1,912 | $262.0K | 0.00% | −37−1.9% | Reduced |
| Red Wave Investments LLC | 1,913 | $261.8K | 0.10% | −70−3.5% | Reduced |
| KPP Advisory Services LLC | 1,904 | $260.6K | 0.07% | −451−19.2% | Reduced |
| Chesapeake Asset Management LLC | 1,901 | $260.2K | 0.25% | −279−12.8% | Reduced |
| TRUE Private Wealth Advisors | 1,900 | $260.0K | 0.03% | +7+0.4% | Added |
| Alta Advisers Ltd | 1,900 | $260.0K | 0.13% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,898 | $259.7K | 0.18% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,892 | $259.0K | 0.07% | −625−24.8% | Reduced |
| Gerber, LLC | 1,889 | $258.5K | 0.20% | 00.0% | Unchanged |
| Onefund, LLC | 1,889 | $258.5K | 0.28% | +28+1.5% | Added |
| Woodward Diversified Capital, LLC | 1,872 | $256.2K | 0.15% | +58+3.2% | Added |
| Investment Advisory Services Inc | 1,872 | $256.2K | 0.09% | −76−3.9% | Reduced |
| Next Level Private LLC | 1,868 | $255.7K | 0.12% | −1,459−43.9% | Reduced |
| Indiana Trust & Investment Management CO | 1,860 | $254.5K | 0.09% | −650−25.9% | Reduced |
| Sound Income Strategies, LLC | 1,858 | $254.3K | 0.02% | +57+3.2% | Added |
| Coordinated Financial Services, Inc. | 1,849 | $253.1K | 0.22% | +62+3.5% | Added |
| Lodestone Wealth Management LLC | 1,842 | $252.0K | 0.13% | +40+2.2% | Added |