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 |
|---|---|---|---|---|---|
| Richwood Investment Advisors, LLC | 1,490 | $203.8K | 0.18% | −75−4.8% | Reduced |
| Tower Wealth Partners, Inc. | 1,487 | $203.5K | 0.13% | −5−0.3% | Reduced |
| M. Kraus & Co | 1,482 | $202.8K | 0.06% | −92−5.8% | Reduced |
| Members Capital Advisors Inc | 1,481 | $202.7K | 0.24% | 00.0% | Unchanged |
| Hudock, Inc. | 1,477 | $202.1K | 0.04% | +10+0.7% | Added |
| Arcataur Capital Management LLC | 1,473 | $201.6K | 0.07% | 00.0% | Unchanged |
| LifePro Asset Management | 1,471 | $201.4K | 0.14% | +5+0.3% | Added |
| Nelson Capital Management, LLC | 1,469 | $201.0K | 0.04% | +1,469 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,466 | $200.6K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,463 | $200.2K | 0.12% | −139−8.7% | Reduced |
| Hall Laurie J Trustee | 1,450 | $198.0K | 0.07% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,411 | $193.1K | 0.02% | −25−1.7% | Reduced |
| Payden & Rygel Investment Group | 1,400 | $192.0K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel | 1,400 | $192.0K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,387 | $189.8K | 0.10% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,364 | $186.7K | 0.13% | +364+36.4% | Added |
| Elgethun Capital Management | 1,331 | $182.1K | 0.05% | −1,564−54.0% | Reduced |
| Tobam | 1,299 | $178.0K | 0.03% | −2,867−68.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,297 | $177.5K | 0.03% | −16−1.2% | Reduced |
| Financial Network Wealth Advisors LLC | 1,299 | $177.2K | 0.13% | +1,299 | New |
| Bruce G. Allen Investments, LLC | 1,289 | $176.4K | 0.15% | −16−1.2% | Reduced |
| Missouri Trust & Investment Co | 1,285 | $175.9K | 0.07% | −4,700−78.5% | Reduced |
| Quent Capital, LLC | 1,262 | $172.8K | 0.02% | −134−9.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,255 | $171.7K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,254 | $171.6K | 0.06% | +53+4.4% | Added |
| Sugarloaf Wealth Management, LLC | 1,228 | $168.1K | 0.03% | 00.0% | Unchanged |
| U S Global Investors Inc | 1,195 | $166.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,199 | $164.1K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,195 | $163.5K | 0.04% | +10+0.8% | Added |
| AdvisorNet Financial, Inc | 1,190 | $162.8K | 0.01% | +51+4.5% | Added |
| Bellevue Asset Management, LLC | 1,157 | $158.4K | 0.09% | +1+0.1% | Added |
| Asset Dedication, LLC | 1,141 | $156.1K | 0.01% | +158+16.1% | Added |
| Union Savings Bank | 1,137 | $155.6K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,110 | $151.9K | 0.02% | −565−33.7% | Reduced |
| West Branch Capital LLC | 1,100 | $150.5K | 0.06% | +191+21.0% | Added |
| Rosenberg Matthew Hamilton | 1,096 | $149.0K | 0.04% | −174−13.7% | Reduced |
| Creekmur Asset Management LLC | 1,079 | $147.7K | 0.04% | −983−47.7% | Reduced |
| Covestor Ltd | 1,068 | $146.0K | 0.09% | −51−4.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,046 | $143.0K | 0.02% | −66−5.9% | Reduced |
| Chris Bulman Inc | 1,041 | $142.5K | 0.10% | +1,041 | New |
| Aviso Financial Inc. | 1,020 | $139.6K | 0.01% | +1,020 | New |
| Y.D. More Investments Ltd | 1,013 | $138.6K | 0.01% | +573+130.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $137.8K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $136.8K | 0.01% | −50−4.8% | Reduced |
| First PREMIER Bank | 995 | $136.0K | 0.04% | −149−13.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 979 | $135.0K | 0.07% | −35−3.5% | Reduced |
| Key Financial Inc | 977 | $133.7K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 960 | $130.5K | 0.11% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 951 | $130.2K | 0.08% | −17−1.8% | Reduced |
| Sentry Investment Management LLC | 951 | $130.0K | 0.06% | −1,372−59.1% | Reduced |
| Unique Wealth Strategies, LLC | 868 | $129.0K | 0.06% | +868 | New |
| McCarthy Grittinger Financial Group, LLC | 917 | $125.5K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 902 | $123.4K | 0.05% | +400+79.7% | Added |
| American Capital Advisory, LLC | 774 | $121.7K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 866 | $118.5K | 0.01% | −103−10.6% | Reduced |
| Westside Investment Management, Inc. | 856 | $117.1K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 843 | $115.4K | 0.01% | −4−0.5% | Reduced |
| General Partner, Inc. | 842 | $115.2K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 841 | $115.1K | 0.03% | −3−0.4% | Reduced |
| CNB Bank | 832 | $113.9K | 0.05% | −88−9.6% | Reduced |
| Toth Financial Advisory Corp | 822 | $112.4K | 0.01% | −32−3.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $110.8K | 0.04% | +280+52.8% | Added |
| Rakuten Securities, Inc. | 802 | $109.8K | 0.05% | +792+7,920.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $109.5K | 0.06% | −250−23.8% | Reduced |
| Camelot Portfolios, LLC | 800 | $109.5K | 0.06% | +800 | New |
| Redwood Wealth Management Group, LLC | 798 | $109.2K | 0.08% | +798 | New |
| Webster Bank, N. A. | 788 | $107.8K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 770 | $105.4K | 0.06% | +770 | New |
| MeadowBrook Investment Advisors LLC | 769 | $105.2K | 0.10% | 00.0% | Unchanged |
| Founders Capital Management | 750 | $102.6K | 0.07% | −1,505−66.7% | Reduced |
| Monetary Management Group Inc | 746 | $102.1K | 0.03% | +100+15.5% | Added |
| Newbridge Financial Services Group, Inc. | 745 | $102.0K | 0.04% | +300+67.4% | Added |
| Family Firm, Inc. | 730 | $99.9K | 0.02% | +730 | New |
| LRI Investments, LLC | 694 | $95.0K | 0.01% | +332+91.7% | Added |
| Operose Advisors LLC | 682 | $93.3K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 680 | $93.1K | 0.02% | +674+11,233.3% | Added |
| First Command Advisory Services, Inc. | 650 | $89.0K | 0.00% | −103−13.7% | Reduced |
| IAG Wealth Partners, LLC | 640 | $87.6K | 0.02% | −234−26.8% | Reduced |
| Baldwin Brothers Inc | 611 | $83.6K | 0.01% | −62−9.2% | Reduced |
| Global Financial Private Client, LLC | 608 | $83.2K | 0.03% | −53−8.0% | Reduced |
| M&R Capital Management Inc | 607 | $83.1K | 0.02% | +160+35.8% | Added |
| Avalon Trust Co | 603 | $82.5K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 552 | $82.0K | 0.05% | −95−14.7% | Reduced |
| Register Financial Advisors LLC | 597 | $81.7K | 0.04% | −595−49.9% | Reduced |
| Great Lakes Retirement, Inc. | 591 | $80.9K | 0.01% | +591 | New |
| TFC Financial Management | 582 | $79.6K | 0.01% | +28+5.1% | Added |
| Arlington Trust Co LLC | 570 | $78.0K | 0.02% | +142+33.2% | Added |
| Fairscale Capital, LLC | 526 | $77.5K | 0.07% | +526 | New |
| Voisard Asset Management Group, Inc. | 566 | $77.5K | 0.04% | +200+54.6% | Added |
| JJJ Advisors Inc. | 562 | $76.9K | 0.02% | −117−17.2% | Reduced |
| Quarry LP | 537 | $73.5K | 0.03% | +440+453.6% | Added |
| Canton Hathaway, LLC | 530 | $73.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 525 | $71.8K | 0.03% | −70−11.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 523 | $71.6K | 0.04% | +470+886.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 515 | $70.0K | 0.02% | +70+15.7% | Added |
| ICA Group Wealth Management, LLC | 507 | $69.4K | 0.04% | −2,853−84.9% | Reduced |
| Christopher J. Hasenberg, Inc | 503 | $68.8K | 0.03% | +503 | New |
| SJS Investment Consulting Inc. | 473 | $64.7K | 0.01% | −2−0.4% | Reduced |
| Atticus Wealth Management, LLC | 455 | $62.3K | 0.02% | −81−15.1% | Reduced |
| JNBA Financial Advisors | 454 | $62.2K | 0.01% | 00.0% | Unchanged |