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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 107,893 | $14.8M | 0.04% | −7,379−6.4% | Reduced |
| Engineers Gate Manager LP | 107,811 | $14.8M | 0.33% | +34,803+47.7% | Added |
| Tamar Securities, LLC | 106,751 | $14.6M | 2.37% | +10,792+11.2% | Added |
| Mayar Capital Ltd. | 105,488 | $14.4M | 13.41% | +6,527+6.6% | Added |
| Yousif Capital Management, LLC | 105,407 | $14.4M | 0.16% | +759+0.7% | Added |
| Baker Avenue Asset Management, LP | 104,922 | $14.4M | 0.49% | −2,581−2.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 104,596 | $14.3M | 0.54% | +5,627+5.7% | Added |
| Private Advisor Group, LLC | 104,402 | $14.3M | 0.10% | +7,315+7.5% | Added |
| State of Alaska, Department of Revenue | 103,996 | $14.2M | 0.16% | +18,285+21.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 103,476 | $14.2M | 0.03% | +103,476 | New |
| Teacher Retirement System of Texas | 103,436 | $14.2M | 0.08% | +1,815+1.8% | Added |
| Cullinan Associates Inc | 103,310 | $14.1M | 0.80% | +44,582+75.9% | Added |
| GWM Advisors LLC | 103,085 | $14.1M | 0.10% | −6,298−5.8% | Reduced |
| Madison Asset Management, LLC | 102,958 | $14.1M | 0.17% | −23,157−18.4% | Reduced |
| Fullcircle Wealth LLC | 109,290 | $14.0M | 6.89% | +109,290 | New |
| Pathstone Holdings, LLC | 102,114 | $14.0M | 0.06% | −4,936−4.6% | Reduced |
| ProShare Advisors LLC | 101,427 | $13.9M | 0.04% | +8,766+9.5% | Added |
| Biechele Royce Advisors | 100,812 | $13.8M | 4.66% | +6,797+7.2% | Added |
| Public Employees Retirement Association of Colorado | 100,257 | $13.7M | 0.06% | −1,494−1.5% | Reduced |
| Xponance, Inc. | 100,207 | $13.7M | 0.14% | −18,311−15.4% | Reduced |
| Brookstone Capital Management | 92,728 | $13.7M | 0.23% | +2,117+2.3% | Added |
| Everett Harris & Co | 99,622 | $13.6M | 0.17% | −1,453−1.4% | Reduced |
| QRG Capital Management, Inc. | 98,102 | $13.4M | 0.16% | −4,322−4.2% | Reduced |
| Isthmus Partners, LLC | 98,057 | $13.4M | 1.58% | +465+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,527 | $13.3M | 0.05% | +97,527 | New |
| TD Waterhouse Canada Inc. | 98,018 | $13.3M | 0.12% | +6,838+7.5% | Added |
| Southern Capital Advisors, LLC | 96,450 | $13.2M | 8.15% | +168+0.2% | Added |
| Greatmark Investment Partners, Inc. | 95,766 | $13.1M | 1.91% | −345−0.4% | Reduced |
| Telos Capital Management, Inc. | 95,715 | $13.1M | 1.45% | +4,270+4.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,805 | $13.0M | 0.15% | +11,235+13.4% | Added |
| Miramar Capital, LLC | 94,176 | $12.9M | 3.22% | +7,449+8.6% | Added |
| CIBC World Markets Corp | 93,955 | $12.9M | 0.08% | +21,420+29.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 93,347 | $12.8M | 1.55% | +1,858+2.0% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 93,008 | $12.7M | 0.14% | +93,008 | New |
| Pinnacle Financial Partners Inc | 92,516 | $12.7M | 0.27% | +3,427+3.8% | Added |
| Tritonpoint Wealth, LLC | 92,227 | $12.6M | 1.21% | −1,458−1.6% | Reduced |
| International Assets Investment Management, LLC | 92,140 | $12.6M | 1.19% | +2,954+3.3% | Added |
| Mutual of America Capital Management LLC | 92,021 | $12.6M | 0.14% | −2,836−3.0% | Reduced |
| GTS Securities LLC | 91,442 | $12.5M | 0.26% | +50,316+122.3% | Added |
| Wilkins Investment Counsel Inc | 91,416 | $12.5M | 1.87% | +5,690+6.6% | Added |
| Pinnacle Associates Ltd | 91,258 | $12.5M | 0.20% | −6,963−7.1% | Reduced |
| Janus Henderson Group PLC | 88,979 | $12.2M | 0.01% | −385,875−81.3% | Reduced |
| Janney Capital Management LLC | 88,693 | $12.1M | 0.86% | −5,195−5.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 88,554 | $12.1M | 0.75% | −1,503−1.7% | Reduced |
| Brinker Capital Investments, LLC | 87,972 | $12.0M | 0.13% | −3,672−4.0% | Reduced |
| Orion Portfolio Solutions, LLC | 87,972 | $12.0M | 0.13% | −3,672−4.0% | Reduced |
| Achmea Investment Management B.V. | 87,199 | $11.9M | 0.21% | +2,006+2.4% | Added |
| Avantax Advisory Services, Inc. | 87,160 | $11.9M | 0.09% | +52,154+149.0% | Added |
| Nissay Asset Management Corp | 87,160 | $11.9M | 0.08% | +428+0.5% | Added |
| Vantage Investment Partners, LLC | 87,008 | $11.9M | 1.08% | +6,371+7.9% | Added |
| Capstone Investment Advisors, LLC | 86,774 | $11.9M | 0.26% | +27,623+46.7% | Added |
| NorthCrest Asset Manangement, LLC | 86,765 | $11.9M | 0.39% | −7,942−8.4% | Reduced |
| Charter Trust Co | 86,310 | $11.8M | 0.78% | −250−0.3% | Reduced |
| Cresset Asset Management, LLC | 86,110 | $11.8M | 0.05% | +2,615+3.1% | Added |
| Jacobs & Co | 86,074 | $11.8M | 1.23% | +4,644+5.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 85,693 | $11.7M | 2.54% | +897+1.1% | Added |
| Warren Averett Asset Management, LLC | 85,219 | $11.7M | 0.23% | +1,875+2.2% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $11.6M | 7.62% | +290+0.3% | Added |
| Bank of Nova Scotia | 84,511 | $11.6M | 0.02% | −98,850−53.9% | Reduced |
| CWM, LLC | 84,158 | $11.5M | 0.05% | +4,707+5.9% | Added |
| Intact Investment Management Inc. | 83,860 | $11.5M | 0.43% | +35,060+71.8% | Added |
| Moneta Group Investment Advisors LLC | 82,897 | $11.3M | 0.18% | −366−0.4% | Reduced |
| Heritage Investors Management Corp | 82,346 | $11.3M | 0.39% | +140.0% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $11.2M | 3.27% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 81,364 | $11.1M | 0.06% | +5,788+7.7% | Added |
| J.W. Cole Advisors, Inc. | 80,896 | $11.1M | 0.52% | +8,590+11.9% | Added |
| Adviser Investments LLC | 80,877 | $11.1M | 0.15% | +449+0.6% | Added |
| United Bank | 80,856 | $11.1M | 1.37% | −1,885−2.3% | Reduced |
| Synovus Financial Corp | 80,590 | $11.0M | 0.15% | +1,314+1.7% | Added |
| Zevin Asset Management LLC | 80,336 | $11.0M | 1.78% | −1,101−1.4% | Reduced |
| Iowa State Bank | 80,329 | $11.0M | 2.43% | +133+0.2% | Added |
| United Capital Financial Advisers, LLC | 80,262 | $11.0M | 0.09% | +46,470+137.5% | Added |
| SG Americas Securities, LLC | 79,344 | $10.9M | 0.07% | −31,107−28.2% | Reduced |
| Atria Investments LLC | 79,213 | $10.8M | 0.14% | −15,152−16.1% | Reduced |
| Alpha Cubed Investments, LLC | 78,976 | $10.8M | 0.52% | −29,598−27.3% | Reduced |
| Armstrong Advisory Group, Inc | 78,966 | $10.8M | 0.96% | −6,649−7.8% | Reduced |
| La Banque Postale Asset Management SA | 78,576 | $10.8M | 0.44% | +6,030+8.3% | Added |
| Logan Capital Management Inc | 77,819 | $10.6M | 0.46% | −1,642−2.1% | Reduced |
| AMF Pensionsforsakring AB | 77,545 | $10.6M | 0.08% | −94,581−54.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 77,554 | $10.6M | 0.16% | −11,950−13.4% | Reduced |
| TownSquare Capital, LLC | 77,414 | $10.6M | 0.14% | +1,301+1.7% | Added |
| Kornitzer Capital Management Inc | 77,341 | $10.6M | 0.20% | −2,419−3.0% | Reduced |
| Woodmont Investment Counsel LLC | 76,517 | $10.5M | 0.86% | +6,567+9.4% | Added |
| Thompson Siegel & Walmsley LLC | 76,461 | $10.5M | 0.17% | −156−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 76,316 | $10.4M | 0.21% | −5,642−6.9% | Reduced |
| Los Angeles Capital Management LLC | 76,080 | $10.4M | 0.04% | −102,112−57.3% | Reduced |
| Eisler Capital (UK) Ltd. | 75,842 | $10.4M | 3.38% | +37,413+97.4% | Added |
| Assetmark, Inc | 75,818 | $10.4M | 0.03% | +10,188+15.5% | Added |
| Stonebridge Capital Advisors LLC | 75,303 | $10.3M | 0.91% | +4,421+6.2% | Added |
| Addenda Capital Inc. | 74,494 | $10.2M | 0.40% | −1,388−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 73,858 | $10.1M | 0.02% | +3,879+5.5% | Added |
| Eastern Bank | 73,550 | $10.1M | 0.41% | +2,519+3.5% | Added |
| Rafferty Asset Management, LLC | 73,260 | $10.0M | 0.04% | +437+0.6% | Added |
| Mediolanum International Funds Ltd | 79,052 | $10.0M | 0.16% | −12,944−14.1% | Reduced |
| CapWealth Advisors, LLC | 73,231 | $10.0M | 1.27% | +570+0.8% | Added |
| Acadian Asset Management LLC | 72,867 | $9.97M | 0.03% | +52,329+254.8% | Added |
| CIBC World Markets Inc. | 72,840 | $9.97M | 0.02% | −9,193−11.2% | Reduced |
| Motley Fool Wealth Management, LLC | 73,096 | $9.97M | 0.51% | +31,623+76.2% | Added |
| Guyasuta Investment Advisors Inc | 62,817 | $9.88M | 0.73% | −1,215−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 71,799 | $9.83M | 0.15% | −551−0.8% | Reduced |