United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2024: 2,182 institutions

Value heldQ2 2024: $71.0B

Institutions holding UPS and their total value by quarter
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.

Institutions holding UPS in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Investment Research & Advisory Group, Inc.	100	$13.7K	0.01%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	100	$13.7K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	100	$13.7K	0.00%	+50+100.0%	Added
HWG Holdings LP	100	$13.7K	0.01%	+100	New
Ruedi Wealth Management, Inc.	95	$13.0K	0.01%	+5+5.6%	Added
Partnership Wealth Management, LLC	92	$12.6K	0.01%	00.0%	Unchanged
Louisbourg Investments Inc.	90	$12.3K	0.00%	00.0%	Unchanged
Burkett Financial Services, LLC	89	$12.2K	0.01%	+1+1.1%	Added
Gables Capital Management Inc.	86	$11.8K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	83	$11.4K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	83	$11.4K	0.00%	00.0%	Unchanged
Citizens National Bank Trust Department	80	$10.9K	0.00%	00.0%	Unchanged
Moser Wealth Advisors, LLC	79	$10.8K	0.01%	00.0%	Unchanged
NVWM, LLC	76	$10.4K	0.00%	−2,609−97.2%	Reduced
Costello Asset Management, INC	75	$10.3K	0.01%	+75	New
Olistico Wealth, LLC	75	$10.3K	0.01%	+75	New
Evolution Advisers, Inc.	79	$10.0K	0.01%	−10−11.2%	Reduced
Eukles Asset Management	73	$9.99K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	71	$9.72K	0.00%	−13−15.5%	Reduced
Signature Resources Capital Management, LLC	71	$9.72K	0.01%	−3−4.1%	Reduced
FSC Wealth Advisors, LLC	70	$9.58K	0.01%	00.0%	Unchanged
Highline Wealth Partners LLC	68	$9.25K	0.00%	+11+19.3%	Added
BBJS Financial Advisors, LLC	65	$8.90K	0.00%	+65	New
Insight Financial Services	65	$8.89K	0.01%	00.0%	Unchanged
Ibex Wealth Advisors	63	$8.57K	0.00%	−45,113−99.9%	Reduced
McMahon Financial Advisors, LLC	56	$7.68K	0.00%	+56	New
Dakota Community Bank & Trust NA	55	$7.53K	0.04%	−5−8.3%	Reduced
HighMark Wealth Management LLC	54	$7.39K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	53	$7.25K	0.00%	−86−61.9%	Reduced
Pineridge Advisors LLC	50	$6.84K	0.00%	−53−51.5%	Reduced
Nordwand Advisors, LLC	50	$6.84K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	50	$6.84K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	50	$6.84K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	49	$6.71K	0.00%	+4+8.9%	Added
PSI Advisors, LLC	49	$6.71K	0.00%	+21+75.0%	Added
Clear Point Advisors Inc.	46	$6.23K	0.01%	+1+2.2%	Added
Hoey Investments, Inc	45	$6.16K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	43	$5.91K	0.00%	−23−34.8%	Reduced
Redmont Wealth Advisors LLC	43	$5.88K	0.01%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	42	$5.75K	0.00%	00.0%	Unchanged
Estabrook Capital Management	40	$5.47K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	39	$5.34K	0.00%	−23−37.1%	Reduced
Tributary Capital Management, LLC	38	$5.20K	0.00%	+1+2.7%	Added
Lam Group, Inc.	34	$4.65K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	31	$4.24K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	31	$4.24K	0.00%	00.0%	Unchanged
Newton One Investments LLC	31	$4.18K	0.00%	+1+3.3%	Added
Princeton Global Asset Management LLC	30	$4.11K	0.00%	−15,359−99.8%	Reduced
1620 Investment Advisors, Inc.	30	$4.11K	0.00%	+30	New
Financial Connections Group, Inc.	31	$4.00K	0.00%	+31	New
Westend Capital Management, LLC	29	$3.94K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	28	$3.83K	0.00%	00.0%	Unchanged
Howard Capital Management Group, LLC	28	$3.83K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	26	$3.56K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	25	$3.42K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	25	$3.42K	0.00%	00.0%	Unchanged
Custom Portfolio Group LLC	25	$3.42K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	25	$3.42K	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	25	$3.39K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	24	$3.31K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	23	$3.15K	0.00%	−168−88.0%	Reduced
Avion Wealth	24	$3.00K	0.00%	−163−87.2%	Reduced
Bradley & Co. Private Wealth Management, LLC	21	$2.87K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	20	$2.74K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	17	$2.33K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	17	$2.33K	0.00%	00.0%	Unchanged
Painted Porch Advisors LLC	16	$2.19K	0.00%	+16	New
Orion Capital Management LLC	14	$1.92K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	11	$1.53K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	11	$1.50K	0.00%	+11	New
Vista Private Wealth Partners. LLC	8	$1.09K	0.00%	+8	New
Pin Oak Investment Advisors Inc	10	$1.00K	0.00%	−100−90.9%	Reduced
Ogorek Anthony Joseph	10	$1.00K	0.00%	−17−63.0%	Reduced
Frazier Financial Advisors, LLC	6	$822	0.00%	00.0%	Unchanged
Fairman Group, LLC	6	$821	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	4	$543	0.00%	+4	New
Cherry Tree Wealth Management, LLC	3	$411	0.00%	00.0%	Unchanged
Mattson Financial Services, LLC	3	$411	0.00%	+3	New
Koesten, Hirschmann & Crabtree, INC.	2	$350	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	2	$274	0.00%	+2	New
Oliver Lagore Vanvalin Investment Group	2	$213	0.00%	−164−98.8%	Reduced
Dogwood Wealth Management LLC	0	$13	0.00%	0	Unchanged
Activest Wealth Management	0	$0	0.00%	−27−100.0%	Sold out
Capital Research Global Investors	0	$0	0.00%	−803,496−100.0%	Sold out
Interval Partners, LP	0	$0	0.00%	−606,195−100.0%	Sold out
American International Group, Inc.	0	$0	0.00%	−183,189−100.0%	Sold out
Texas Permanent School Fund	0	$0	0.00%	−150,002−100.0%	Sold out
Marathon Asset Mgmt Ltd	0	$0	0.00%	−140,403−100.0%	Sold out
Woodline Partners LP	0	$0	0.00%	−129,480−100.0%	Sold out
Parkwood LLC	0	$0	0.00%	−63,503−100.0%	Sold out
Simplex Trading, LLC	0	$0	0.00%	−62,262−100.0%	Sold out
Formuepleje A/S	0	$0	0.00%	−59,837−100.0%	Sold out
Executive Wealth Management, LLC	0	$0	0.00%	−53,635−100.0%	Sold out
Hudson Bay Capital Management LP	0	$0	0.00%	−45,070−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−42,245−100.0%	Sold out
Kettle Hill Capital Management, LLC	0	$0	0.00%	−40,332−100.0%	Sold out
Duality Advisers, LP	0	$0	0.00%	−35,232−100.0%	Sold out
National Philanthropic Trust	0	$0	0.00%	−34,456−100.0%	Sold out
Partners Capital Investment Group, LLP	0	$0	0.00%	−33,726−100.0%	Sold out
Greystone Financial Group, LLC	0	$0	0.00%	−33,442−100.0%	Sold out