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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 1,841 | $251.9K | 0.04% | −40−2.1% | Reduced |
| Plancorp, LLC | 1,839 | $251.7K | 0.01% | −42−2.2% | Reduced |
| Texas Capital Bancshares Inc | 1,838 | $251.5K | 0.10% | −61−3.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,837 | $251.4K | 0.06% | −1,288−41.2% | Reduced |
| Schrum Private Wealth Management LLC | 1,824 | $249.7K | 0.23% | −31−1.7% | Reduced |
| Copperwynd Financial, LLC | 1,908 | $248.7K | 0.08% | +124+7.0% | Added |
| Creative Financial Designs Inc | 1,807 | $247.3K | 0.02% | +239+15.2% | Added |
| Hudson Capital Management LLC | 1,806 | $247.2K | 0.08% | −22,371−92.5% | Reduced |
| Red Door Wealth Management, LLC | 1,805 | $247.0K | 0.04% | −26,907−93.7% | Reduced |
| Wintrust Investments LLC | 1,808 | $247.0K | 0.02% | +13+0.7% | Added |
| Gimbal Financial | 1,785 | $246.8K | 0.18% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,796 | $245.8K | 0.04% | −226−11.2% | Reduced |
| Perennial Investment Advisors, LLC | 1,789 | $244.9K | 0.04% | +36+2.1% | Added |
| Proficio Capital Partners LLC | 1,787 | $244.5K | 0.03% | −97−5.1% | Reduced |
| Oak Asset Management, LLC | 1,786 | $244.4K | 0.09% | −215−10.7% | Reduced |
| Catalina Capital Group, LLC | 1,783 | $244.0K | 0.09% | −107−5.7% | Reduced |
| Sather Financial Group Inc | 1,779 | $243.5K | 0.02% | −200−10.1% | Reduced |
| Bullock Wealth Management Group | 1,791 | $243.4K | 0.16% | −147−7.6% | Reduced |
| Accel Wealth Management | 1,779 | $243.4K | 0.10% | +8+0.5% | Added |
| PFG Advisors | 1,769 | $242.1K | 0.02% | +1,769 | New |
| Marshall Financial Group LLC | 1,755 | $240.2K | 0.07% | −9−0.5% | Reduced |
| Forza Wealth Management, LLC | 1,750 | $239.5K | 0.12% | +67+4.0% | Added |
| Future Financial Wealth Managment LLC | 1,745 | $238.8K | 0.21% | +1,000+134.2% | Added |
| Dunhill Financial, LLC | 1,745 | $238.7K | 0.15% | +1,461+514.4% | Added |
| Bray Capital Advisors | 1,741 | $238.3K | 0.06% | +11+0.6% | Added |
| Crestmont Private Wealth LLC | 1,736 | $237.5K | 0.11% | +1,736 | New |
| Tanglewood Legacy Advisors, LLC | 1,734 | $237.3K | 0.11% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,734 | $237.3K | 0.13% | +63+3.8% | Added |
| MA Private Wealth | 1,731 | $236.9K | 0.05% | −9−0.5% | Reduced |
| Latitude Advisors, LLC | 1,723 | $235.7K | 0.14% | −49−2.8% | Reduced |
| Ariston Services Group | 1,710 | $234.0K | 0.23% | −454−21.0% | Reduced |
| Corton Capital Inc. | 1,709 | $233.9K | 0.12% | −1,514−47.0% | Reduced |
| Peak Planning Group, LLC | 1,704 | $233.2K | 0.11% | +14+0.8% | Added |
| Integrity Financial Corp | 1,704 | $233.2K | 0.15% | +1,704 | New |
| HBW Advisory Services LLC | 1,696 | $232.1K | 0.04% | −207−10.9% | Reduced |
| New Wave Wealth Advisors LLC | 1,691 | $231.4K | 0.12% | +1,691 | New |
| McRae Capital Management Inc | 1,687 | $230.9K | 0.05% | −801−32.2% | Reduced |
| Platte River Wealth Advisors, LLC | 1,685 | $230.6K | 0.06% | −150−8.2% | Reduced |
| LBMC Investment Advisors, LLC | 1,680 | $230.0K | 0.02% | +16+1.0% | Added |
| Pinnacle Bancorp, Inc. | 1,680 | $229.9K | 0.07% | +350+26.3% | Added |
| Coastline Trust Co | 1,678 | $229.6K | 0.03% | −180−9.7% | Reduced |
| Graypoint LLC | 1,677 | $229.5K | 0.02% | −2,104−55.6% | Reduced |
| Legacy Bridge, LLC | 1,675 | $229.2K | 0.14% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,672 | $228.8K | 0.12% | −95−5.4% | Reduced |
| Integrity Wealth Solutions LLC | 1,661 | $227.3K | 0.15% | +1+0.1% | Added |
| WealthCare Investment Partners, LLC | 1,656 | $226.7K | 0.11% | +15+0.9% | Added |
| Duff & Phelps Investment Management Co | 1,655 | $226.5K | 0.00% | −6,685−80.2% | Reduced |
| SFMG, LLC | 1,653 | $226.2K | 0.02% | +30+1.8% | Added |
| WealthPLAN Partners, LLC | 1,653 | $226.2K | 0.02% | +18+1.1% | Added |
| Aspire Capital Advisors LLC | 1,649 | $225.7K | 0.07% | −15−0.9% | Reduced |
| FinTrust Capital Advisors, LLC | 1,642 | $224.7K | 0.04% | −129−7.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,632 | $223.3K | 0.01% | +1,632 | New |
| Cahaba Wealth Management, Inc. | 1,624 | $222.2K | 0.02% | −11−0.7% | Reduced |
| Savvy Advisors, Inc. | 1,621 | $221.8K | 0.07% | +1,621 | New |
| Encompass More Asset Management | 1,618 | $221.5K | 0.16% | +97+6.4% | Added |
| Cromwell Holdings LLC | 1,617 | $221.3K | 0.13% | +1,617 | New |
| Heartland Bank & Trust Co | 1,616 | $221.2K | 0.13% | +57+3.7% | Added |
| Wealth Management Associates, Inc. | 1,609 | $220.1K | 0.10% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,614 | $220.0K | 0.07% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,603 | $219.4K | 0.11% | −1,542−49.0% | Reduced |
| Bank of Nova Scotia Trust Co | 1,600 | $219.0K | 0.02% | +110+7.4% | Added |
| Stablepoint Partners, LLC | 1,698 | $218.4K | 0.04% | −2,137−55.7% | Reduced |
| Hamilton Capital, LLC | 1,586 | $217.0K | 0.02% | −408−20.5% | Reduced |
| Boltwood Capital Management | 1,585 | $216.9K | 0.07% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 1,581 | $216.4K | 0.01% | −9−0.6% | Reduced |
| West Bancorporation Inc | 1,581 | $216.4K | 0.16% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,581 | $216.4K | 0.12% | +1,581 | New |
| Tandem Investment Advisors, Inc. | 1,576 | $216.0K | 0.01% | −90−5.4% | Reduced |
| Beacon Capital Management, LLC | 1,572 | $215.1K | 0.04% | −80−4.8% | Reduced |
| Security National Bank of So Dak | 1,571 | $215.0K | 0.13% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,569 | $214.8K | 0.12% | +1+0.1% | Added |
| Broadwater Capital Management LLC | 1,565 | $214.2K | 0.17% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,565 | $214.2K | 0.05% | +157+11.2% | Added |
| 180 Wealth Advisors, LLC | 1,548 | $214.1K | 0.03% | −109−6.6% | Reduced |
| Tompkins Financial Corp | 1,563 | $213.9K | 0.02% | −52,697−97.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,562 | $213.8K | 0.04% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,558 | $213.3K | 0.05% | +6+0.4% | Added |
| Core Wealth Partners LLC | 1,556 | $212.9K | 0.15% | +1,556 | New |
| West Family Investments, Inc. | 1,554 | $212.7K | 0.06% | +1,554 | New |
| Diversified, LLC | 1,552 | $212.4K | 0.02% | +131+9.2% | Added |
| St Germain D J Co Inc | 1,551 | $212.3K | 0.01% | −100−6.1% | Reduced |
| Balboa Wealth Partners | 1,541 | $210.9K | 0.06% | +6+0.4% | Added |
| Barlow Wealth Partners, Inc. | 1,638 | $210.5K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,537 | $210.3K | 0.06% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1,537 | $210.3K | 0.09% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,536 | $210.2K | 0.17% | −133−8.0% | Reduced |
| Sage Rhino Capital LLC | 1,532 | $209.7K | 0.05% | −34−2.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,527 | $209.0K | 0.11% | +54+3.7% | Added |
| Vestor Capital, LLC | 1,529 | $209.0K | 0.02% | −75−4.7% | Reduced |
| NovaPoint Capital, LLC | 1,524 | $208.6K | 0.07% | −6−0.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,520 | $208.0K | 0.10% | −7−0.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,515 | $207.3K | 0.03% | +115+8.2% | Added |
| JGP Wealth Management, LLC | 1,510 | $206.6K | 0.03% | 00.0% | Unchanged |
| Capital International Sarl | 1,509 | $206.5K | 0.01% | +1,509 | New |
| Ferguson Wellman Capital Management, Inc | 1,505 | $206.0K | 0.00% | −147−8.9% | Reduced |
| Callan Family Office, LLC | 1,505 | $206.0K | 0.04% | +1,505 | New |
| Gillespie Robinson & Grimm Inc | 1,504 | $205.8K | 0.02% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $205.3K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,496 | $204.7K | 0.00% | −737−33.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,491 | $204.1K | 0.04% | 00.0% | Unchanged |