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
- −2 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
- 162
- 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 206,231 | $28.2M | 0.64% | −809−0.4% | Reduced |
| D.A. Davidson & Co. | 204,035 | $27.9M | 0.25% | +626+0.3% | Added |
| London & Capital Asset Management Ltd | 203,041 | $27.8M | 2.35% | −27,733−12.0% | Reduced |
| Nexus Investment Management ULC | 201,225 | $27.5M | 2.89% | +12,505+6.6% | Added |
| Clarkston Capital Partners, LLC | 200,861 | $27.5M | 0.52% | +56,971+39.6% | Added |
| Alps Advisors Inc | 200,590 | $27.5M | 0.19% | +15,959+8.6% | Added |
| State of Michigan Retirement System | 199,714 | $27.3M | 0.14% | +1,500+0.8% | Added |
| Twin Tree Management, LP | 198,211 | $27.1M | 0.80% | +198,211 | New |
| Advisors Asset Management, Inc. | 197,795 | $27.1M | 0.53% | −1,305−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 196,905 | $26.9M | 0.34% | +27,646+16.3% | Added |
| MetLife Investment Management | 194,546 | $26.6M | 0.16% | +16,883+9.5% | Added |
| Advisor Group Holdings, Inc. | 192,190 | $26.3M | 0.06% | −95,580−33.2% | Reduced |
| DnB Asset Management AS | 191,984 | $26.3M | 0.13% | +23,671+14.1% | Added |
| Professional Advisory Services Inc | 188,284 | $25.8M | 3.52% | +3,515+1.9% | Added |
| Keybank National Association | 183,586 | $25.1M | 0.10% | −9,942−5.1% | Reduced |
| Schroder Investment Management Group | 183,291 | $25.1M | 0.03% | +41,993+29.7% | Added |
| Trillium Asset Management, LLC | 182,496 | $25.0M | 0.63% | −3,524−1.9% | Reduced |
| Corebridge Financial, Inc. | 180,759 | $24.7M | 0.14% | +180,759 | New |
| Nisa Investment Advisors, LLC | 180,609 | $24.7M | 0.16% | −15,108−7.7% | Reduced |
| Delta Asset Management LLC | 180,258 | $24.7M | 2.23% | −1,092−0.6% | Reduced |
| Natixis Advisors, L.P. | 177,534 | $24.3M | 0.05% | −2,255−1.3% | Reduced |
| Zacks Investment Management | 176,837 | $24.2M | 0.27% | +5,194+3.0% | Added |
| Jamison Private Wealth Management, Inc. | 174,530 | $23.9M | 3.97% | +513+0.3% | Added |
| Raymond James Trust N.A. | 174,498 | $23.9M | 0.56% | −12,033−6.5% | Reduced |
| Brown Brothers Harriman & Co | 171,484 | $23.5M | 0.18% | −16,512−8.8% | Reduced |
| Ensign Peak Advisors, Inc | 169,903 | $23.3M | 0.04% | +18,535+12.2% | Added |
| UniSuper Management Pty Ltd | 169,246 | $23.2M | 0.19% | +19,873+13.3% | Added |
| Willis Investment Counsel | 168,458 | $23.1M | 1.60% | +37,902+29.0% | Added |
| TCW Group Inc | 168,031 | $23.0M | 0.21% | −153,999−47.8% | Reduced |
| Westshore Wealth, LLC | 165,024 | $22.6M | 9.38% | 00.0% | Unchanged |
| Moore Capital Management, LP | 164,423 | $22.5M | 0.49% | +164,423 | New |
| Sabal Trust CO | 164,346 | $22.5M | 1.34% | +1,703+1.0% | Added |
| Retirement Systems of Alabama | 160,897 | $22.0M | 0.09% | +1,264+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 160,213 | $21.9M | 0.14% | +1,437+0.9% | Added |
| CIBC Private Wealth Group, LLC | 158,136 | $21.4M | 0.04% | −4,288−2.6% | Reduced |
| Klingenstein Fields & Co LP | 154,157 | $21.1M | 0.87% | +1,686+1.1% | Added |
| Stephens Inc | 153,651 | $21.0M | 0.32% | +5,930+4.0% | Added |
| Forsta Ap-Fonden | 153,100 | $21.0M | 0.19% | −8,700−5.4% | Reduced |
| Van Eck Associates Corp | 152,674 | $20.9M | 0.03% | +19,068+14.3% | Added |
| Kestra Advisory Services, LLC | 170,552 | $20.9M | 0.12% | +44,567+35.4% | Added |
| RSM US Wealth Management LLC | 151,864 | $20.6M | 0.35% | +13,597+9.8% | Added |
| Allianz Asset Management GmbH | 149,593 | $20.5M | 0.03% | +76,493+104.6% | Added |
| 1832 Asset Management L.P. | 148,692 | $20.3M | 0.04% | −5,132−3.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 148,486 | $20.3M | 0.10% | +5,318+3.7% | Added |
| Sanctuary Advisors, LLC | 137,601 | $20.3M | 0.15% | +137,601 | New |
| IFM Investors Pty Ltd | 147,084 | $20.1M | 0.20% | +4,369+3.1% | Added |
| Amalgamated Bank | 147,080 | $20.1M | 0.17% | −5,709−3.7% | Reduced |
| Allworth Financial LP | 137,651 | $20.0M | 0.13% | +115,158+512.0% | Added |
| KCM Investment Advisors LLC | 144,841 | $19.8M | 0.71% | −5,219−3.5% | Reduced |
| Evergreen Capital Management LLC | 144,535 | $19.8M | 0.72% | +84,011+138.8% | Added |
| Waters Parkerson & Co., LLC | 142,412 | $19.5M | 1.04% | +772+0.5% | Added |
| Modera Wealth Management, LLC | 140,058 | $19.2M | 0.28% | +751+0.5% | Added |
| British Columbia Investment Management Corp | 139,404 | $19.1M | 0.12% | +53,053+61.4% | Added |
| Kimelman & Baird, LLC | 138,995 | $19.0M | 1.57% | +138,995 | New |
| Czech National Bank | 138,993 | $19.0M | 0.22% | +11,736+9.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 138,778 | $19.0M | 0.33% | +3,890+2.9% | Added |
| First Manhattan Co | 137,532 | $18.8M | 0.06% | −1,489−1.1% | Reduced |
| Grimes & Company, Inc. | 135,831 | $18.6M | 0.56% | +13,669+11.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 135,573 | $18.6M | 0.46% | −1,092−0.8% | Reduced |
| Scopus Asset Management, L.P. | 135,000 | $18.5M | 0.58% | +135,000 | New |
| Godsey & Gibb Associates | 134,624 | $18.4M | 1.90% | +12,979+10.7% | Added |
| Fifth Third Bancorp | 133,871 | $18.3M | 0.07% | −10,779−7.5% | Reduced |
| SpiderRock Advisors, LLC | 131,878 | $18.0M | 0.47% | +53,090+67.4% | Added |
| Trexquant Investment LP | 131,761 | $18.0M | 0.28% | −31,090−19.1% | Reduced |
| Donald L. Hagan, LLC | 129,745 | $17.8M | 9.40% | −295−0.2% | Reduced |
| MML Investors Services, LLC | 129,574 | $17.7M | 0.07% | −31,364−19.5% | Reduced |
| Eagle Asset Management Inc | 129,781 | $17.6M | 0.09% | +35,264+37.3% | Added |
| KBC Group NV | 128,822 | $17.6M | 0.05% | −3,103−2.4% | Reduced |
| CIBC Asset Management Inc | 128,537 | $17.6M | 0.06% | −5,745−4.3% | Reduced |
| Dearborn Partners LLC | 128,533 | $17.6M | 0.76% | +394+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 125,889 | $17.2M | 0.06% | −4,501−3.5% | Reduced |
| Verity & Verity, LLC | 125,497 | $17.2M | 1.87% | +19,170+18.0% | Added |
| Factory Mutual Insurance Co | 123,700 | $16.9M | 0.19% | 00.0% | Unchanged |
| Andra AP-fonden | 122,183 | $16.7M | 0.28% | +12,200+11.1% | Added |
| Calamos Advisors LLC | 121,951 | $16.7M | 0.08% | −4,451−3.5% | Reduced |
| Worldquant Millennium Advisors LLC | 121,158 | $16.6M | 0.15% | +121,158 | New |
| Prio Wealth Limited Partnership | 120,140 | $16.4M | 0.49% | −5,801−4.6% | Reduced |
| Utah Retirement Systems | 120,118 | $16.4M | 0.20% | −5,400−4.3% | Reduced |
| Bridgeway Capital Management, LLC | 119,946 | $16.4M | 0.38% | +14,917+14.2% | Added |
| Regions Financial Corp | 119,925 | $16.4M | 0.12% | −14,251−10.6% | Reduced |
| Varma Mutual Pension Insurance Co | 119,428 | $16.3M | 0.13% | −13,230−10.0% | Reduced |
| Davenport & Co LLC | 118,508 | $16.2M | 0.10% | +4,509+4.0% | Added |
| Fisher Asset Management, LLC | 118,114 | $16.2M | 0.01% | +17,331+17.2% | Added |
| Vontobel Holding Ltd. | 117,763 | $16.1M | 0.05% | −3,298−2.7% | Reduced |
| Blue Chip Partners, Inc. | 116,319 | $15.9M | 1.47% | +8,259+7.6% | Added |
| First Long Island Investors, LLC | 115,422 | $15.8M | 1.34% | −2,499−2.1% | Reduced |
| Financial Counselors Inc | 115,033 | $15.7M | 0.25% | +7,999+7.5% | Added |
| DDD Partners, LLC | 114,242 | $15.6M | 1.81% | +114,242 | New |
| Empowered Funds, LLC | 114,053 | $15.6M | 0.27% | +44,290+63.5% | Added |
| Harvest Portfolios Group Inc. | 113,955 | $15.6M | 0.60% | +945+0.8% | Added |
| Scotia Capital Inc. | 113,552 | $15.5M | 0.09% | −539−0.5% | Reduced |
| Credit Agricole S A | 112,928 | $15.5M | 0.09% | +59,351+110.8% | Added |
| Sequoia Financial Advisors, LLC | 111,430 | $15.2M | 0.18% | +19,641+21.4% | Added |
| D. E. Shaw & Co., Inc. | 111,369 | $15.2M | 0.02% | +12,418+12.5% | Added |
| New York Life Investment Management LLC | 111,246 | $15.2M | 0.15% | +1,907+1.7% | Added |
| Washington Trust Advisors, Inc. | 111,152 | $15.2M | 1.40% | −3,467−3.0% | Reduced |
| Brown Advisory Inc | 110,796 | $15.2M | 0.02% | +770+0.7% | Added |
| Mairs & Power Inc | 109,976 | $15.1M | 0.15% | −32,339−22.7% | Reduced |
| Marco Investment Management LLC | 109,832 | $15.0M | 1.39% | +858+0.8% | Added |
| Marcum Wealth, LLC | 109,773 | $15.0M | 1.51% | −1,836−1.6% | Reduced |