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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 446 | $61.0K | 0.03% | +4+0.9% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $61.0K | 0.01% | −10−2.2% | Reduced |
| SWAN Capital LLC | 439 | $60.1K | 0.03% | +439 | New |
| TSFG, LLC | 439 | $60.0K | 0.01% | −75−14.6% | Reduced |
| Pacific Center for Financial Services | 428 | $58.6K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 408 | $55.8K | 0.02% | +87+27.1% | Added |
| Essex Investment Management Co LLC | 404 | $55.3K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 396 | $54.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 394 | $53.9K | 0.00% | +288+271.7% | Added |
| Macroview Investment Management LLC | 384 | $52.6K | 0.06% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 383 | $52.4K | 0.04% | −18−4.5% | Reduced |
| Wolff Wiese Magana LLC | 371 | $50.8K | 0.04% | +68+22.4% | Added |
| Opal Wealth Advisors, LLC | 370 | $50.6K | 0.02% | −741−66.7% | Reduced |
| Mendota Financial Group, LLC | 366 | $50.1K | 0.03% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 365 | $50.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 361 | $49.4K | 0.01% | −10−2.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 343 | $47.0K | 0.04% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 344 | $47.0K | 0.07% | +6+1.8% | Added |
| Exchange Traded Concepts, LLC | 340 | $46.5K | 0.00% | −6−1.7% | Reduced |
| Game Plan Financial Advisors, LLC | 336 | $46.0K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 335 | $45.8K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 328 | $44.9K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 321 | $43.9K | 0.01% | −599−65.1% | Reduced |
| Blume Capital Management, Inc. | 320 | $43.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 316 | $43.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 310 | $42.4K | 0.00% | −30−8.8% | Reduced |
| Eagle Bay Advisors LLC | 302 | $41.3K | 0.03% | −361−54.4% | Reduced |
| FWL Investment Management, LLC | 300 | $41.1K | 0.02% | +300 | New |
| Ramirez Asset Management, Inc. | 300 | $41.1K | 0.01% | +300 | New |
| Morton Brown Family Wealth, LLC | 282 | $40.8K | 0.02% | −10−3.4% | Reduced |
| Financial Perspectives, Inc | 293 | $40.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 269 | $36.8K | 0.01% | +46+20.6% | Added |
| Gould Capital, LLC | 266 | $36.4K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $36.1K | 0.01% | −859−76.5% | Reduced |
| Salomon & Ludwin, LLC | 258 | $35.3K | 0.00% | −1,108−81.1% | Reduced |
| REAP Financial Group, LLC | 256 | $35.0K | 0.01% | −4−1.5% | Reduced |
| Criterion Capital Advisors, LLC | 253 | $34.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 247 | $33.8K | 0.00% | +155+168.5% | Added |
| SIMA Wealth Partners, LLC | 242 | $33.1K | 0.03% | +242 | New |
| GW&K Investment Management, LLC | 238 | $33.0K | 0.00% | −6−2.5% | Reduced |
| Abound Wealth Management | 240 | $32.9K | 0.01% | −9−3.6% | Reduced |
| Kelly Financial Services LLC | 238 | $32.6K | 0.01% | +10+4.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $32.4K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 237 | $32.1K | 0.01% | +22+10.2% | Added |
| Centerpoint Advisors, LLC | 235 | $32.0K | 0.01% | +175+291.7% | Added |
| Riverview Trust Co | 232 | $31.7K | 0.03% | +232 | New |
| Rational Advisors LLC | 222 | $30.4K | 0.00% | −447−66.8% | Reduced |
| Front Row Advisors LLC | 221 | $30.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 216 | $29.6K | 0.01% | −100−31.6% | Reduced |
| Ofi Invest Asset Management | 230 | $29.4K | 0.00% | +39+20.4% | Added |
| HBC Financial Services, PLLC | 219 | $28.0K | 0.02% | +1+0.5% | Added |
| Cedar Wealth Management, LLC | 202 | $27.6K | 0.01% | −142−41.3% | Reduced |
| TruNorth Capital Management, LLC | 202 | $27.6K | 0.01% | +202 | New |
| WealthCollab, LLC | 201 | $27.5K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 200 | $27.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $27.4K | 0.02% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 11,967 | $27.1K | 0.01% | +11,967 | New |
| VisionPoint Advisory Group, LLC | 198 | $27.1K | 0.01% | −69−25.8% | Reduced |
| Guardian Wealth Management, Inc. | 198 | $27.1K | 0.02% | +3+1.5% | Added |
| Horizon Bancorp Inc | 195 | $27.0K | 0.01% | −46−19.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 190 | $26.0K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 180 | $24.6K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 179 | $24.5K | 0.02% | +2+1.1% | Added |
| Beach Investment Counsel Inc | 174 | $24.0K | 0.00% | +174 | New |
| Winch Advisory Services, LLC | 170 | $23.3K | 0.01% | +2+1.2% | Added |
| GoalVest Advisory LLC | 167 | $22.9K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 163 | $22.3K | 0.01% | +163 | New |
| Red Tortoise LLC | 158 | $21.6K | 0.01% | +2+1.3% | Added |
| WFA of San Diego, LLC | 155 | $21.2K | 0.02% | +155 | New |
| Prestige Wealth Management Group LLC | 154 | $21.1K | 0.00% | −2,385−93.9% | Reduced |
| First Financial Corp | 154 | $21.1K | 0.01% | −30−16.3% | Reduced |
| WR Wealth Planners, LLC | 151 | $20.6K | 0.01% | −6−3.8% | Reduced |
| Live Oak Investment Partners | – | $20.5K | 0.02% | – | New |
| PrairieView Partners, LLC | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 147 | $20.0K | 0.01% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 143 | $19.6K | 0.00% | −22−13.3% | Reduced |
| Chilton Capital Management LLC | 142 | $19.4K | 0.00% | −399−73.8% | Reduced |
| BFSG, LLC | 140 | $19.2K | 0.00% | −14,462−99.0% | Reduced |
| Cornerstone Planning Group LLC | 150 | $18.9K | 0.01% | −46−23.5% | Reduced |
| Tidemark, LLC | 136 | $18.6K | 0.01% | +1+0.7% | Added |
| First Community Trust NA | 129 | $17.7K | 0.02% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $17.7K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 129 | $17.7K | 0.01% | +7+5.7% | Added |
| Cassady Schiller Wealth Management, LLC | 128 | $17.5K | 0.01% | −356−73.6% | Reduced |
| Financial Freedom, LLC | 125 | $17.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 121 | $16.6K | 0.01% | +83+218.4% | Added |
| Fairfield Financial Advisors, LTD | 120 | $16.4K | 0.01% | +120 | New |
| Main Street Group, LTD | 116 | $15.8K | 0.01% | −13−10.1% | Reduced |
| Caitlin John, LLC | 115 | $15.7K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 113 | $15.5K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 111 | $15.2K | 0.02% | +111 | New |
| Triad Wealth Partners, LLC | 111 | $15.2K | 0.01% | +111 | New |
| Hanson & Doremus Investment Management | 111 | $15.0K | 0.00% | −27−19.6% | Reduced |
| Thompson Investment Management, Inc. | 109 | $14.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 108 | $14.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $14.2K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 101 | $13.8K | 0.01% | +101 | New |
| Centennial Bank | 100 | $13.7K | 0.01% | −24−19.4% | Reduced |
| Family CFO Inc | 100 | $13.7K | 0.01% | −300−75.0% | Reduced |
| Richardson Capital Management LLC | 100 | $13.7K | 0.01% | 00.0% | Unchanged |