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 |
|---|---|---|---|---|---|
| Abner Herrman & Brock LLC | 71,795 | $9.82M | 1.24% | +2,614+3.8% | Added |
| South Dakota Investment Council | 71,750 | $9.82M | 0.20% | +3,778+5.6% | Added |
| Lido Advisors, LLC | 70,256 | $9.61M | 0.08% | +843+1.2% | Added |
| Congress Wealth Management LLC | 69,903 | $9.57M | 0.15% | −2,923−4.0% | Reduced |
| Stillwater Capital Advisors, LLC | 69,790 | $9.55M | 1.33% | −284−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 68,729 | $9.41M | 0.01% | −2,933−4.1% | Reduced |
| Congress Asset Management Co | 68,063 | $9.31M | 0.07% | −588−0.9% | Reduced |
| Olstein Capital Management, L.P. | 68,000 | $9.31M | 1.66% | +10,000+17.2% | Added |
| Beacon Pointe Advisors, LLC | 67,635 | $9.26M | 0.11% | −4,523−6.3% | Reduced |
| Davy Global Fund Management Ltd | 67,413 | $9.23M | 1.06% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 67,399 | $9.22M | 0.19% | +13,563+25.2% | Added |
| Edgar Lomax Co | 67,170 | $9.19M | 0.60% | −1,155−1.7% | Reduced |
| Allianz SE | 66,329 | $9.08M | 0.27% | −230.0% | Reduced |
| Snowden Capital Advisors LLC | 66,222 | $9.06M | 0.27% | +27,713+72.0% | Added |
| CCM Investment Advisers LLC | 66,149 | $9.05M | 1.06% | +560+0.9% | Added |
| Texas Yale Capital Corp. | 66,105 | $9.05M | 0.43% | +17,100+34.9% | Added |
| Daymark Wealth Partners, LLC | 66,012 | $9.03M | 0.41% | +5,901+9.8% | Added |
| Advocate Group LLC | 65,776 | $9.00M | 1.81% | +4,581+7.5% | Added |
| Mackenzie Financial Corp | 65,508 | $8.96M | 0.01% | −802−1.2% | Reduced |
| TCTC Holdings, LLC | 65,390 | $8.95M | 0.31% | −4,711−6.7% | Reduced |
| Candriam Luxembourg S.C.A. | 65,362 | $8.94M | 0.05% | +3,989+6.5% | Added |
| MAI Capital Management | 64,780 | $8.87M | 0.09% | −1,303−2.0% | Reduced |
| FORA Capital, LLC | 63,630 | $8.71M | 1.06% | +35,552+126.6% | Added |
| Hendershot Investments Inc. | 63,492 | $8.69M | 1.25% | −381−0.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 63,454 | $8.68M | 0.67% | +15,794+33.1% | Added |
| GAM Holding AG | 63,379 | $8.67M | 0.67% | +2,055+3.4% | Added |
| Concurrent Investment Advisors, LLC | 63,141 | $8.64M | 0.29% | +19,252+43.9% | Added |
| ING Groep NV | 62,860 | $8.60M | 0.05% | −20,238−24.4% | Reduced |
| Tredje AP-fonden | 62,794 | $8.59M | 0.08% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 62,604 | $8.57M | 0.17% | +744+1.2% | Added |
| 9258 Wealth Management, LLC | 62,402 | $8.54M | 1.31% | −592−0.9% | Reduced |
| Visionary Wealth Advisors | 62,253 | $8.52M | 0.56% | +1,924+3.2% | Added |
| Welch & Forbes LLC | 63,269 | $8.51M | 0.11% | −4,670−6.9% | Reduced |
| Abn Amro Investment Solutions | 61,635 | $8.43M | 0.15% | −10,305−14.3% | Reduced |
| Loomis Sayles & Co L P | 61,621 | $8.43M | 0.01% | +17,575+39.9% | Added |
| Noesis Capital Mangement Corp | 61,366 | $8.40M | 1.86% | −967−1.6% | Reduced |
| Elo Mutual Pension Insurance Co | 60,779 | $8.32M | 0.19% | −5,306−8.0% | Reduced |
| Gilbert & Cook, Inc. | 60,708 | $8.31M | 1.21% | −723−1.2% | Reduced |
| Wesbanco Bank Inc | 60,649 | $8.30M | 0.31% | −529−0.9% | Reduced |
| Glenview Trust Co | 60,483 | $8.28M | 0.17% | −647−1.1% | Reduced |
| United Advisor Group, LLC | 60,271 | $8.25M | 2.56% | +1,497+2.5% | Added |
| Ameritas Advisory Services, LLC | 60,131 | $8.23M | 0.31% | −1,304−2.1% | Reduced |
| Sigma Investment Counselors Inc | 59,697 | $8.17M | 0.51% | 00.0% | Unchanged |
| Verition Fund Management LLC | 59,681 | $8.17M | 0.06% | +22,956+62.5% | Added |
| Robeco Institutional Asset Management B.V. | 59,537 | $8.15M | 0.02% | +14,928+33.5% | Added |
| Gulf International Bank (UK) Ltd | 59,191 | $8.10M | 0.20% | −2,262−3.7% | Reduced |
| Argent Trust Co | 59,098 | $8.09M | 0.36% | +4,440+8.1% | Added |
| Lynch & Associates | 58,366 | $7.99M | 1.80% | +660+1.1% | Added |
| Evercore Wealth Management, LLC | 58,278 | $7.98M | 0.13% | −2,328−3.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,992 | $7.94M | 0.08% | +688+1.2% | Added |
| Hamel Associates, Inc. | 57,740 | $7.90M | 2.49% | +776+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 57,683 | $7.89M | 0.07% | −1,515−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,900 | $7.79M | 0.08% | −7,911−12.2% | Reduced |
| Maryland State Retirement & Pension System | 56,862 | $7.78M | 0.14% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 56,593 | $7.75M | 0.37% | +1,560+2.8% | Added |
| Mizuho Securities USA LLC | 56,243 | $7.70M | 0.17% | +56,243 | New |
| Lathrop Investment Management Corp | 56,081 | $7.67M | 1.50% | −1,317−2.3% | Reduced |
| Romano Brothers and Company | 56,017 | $7.67M | 1.06% | −1,735−3.0% | Reduced |
| Bell Bank | 55,991 | $7.66M | 0.64% | −805−1.4% | Reduced |
| Pearl River Capital, LLC | 55,975 | $7.66M | 1.22% | +23,257+71.1% | Added |
| Country Club Bank | 56,316 | $7.65M | 0.53% | +1,985+3.7% | Added |
| Edgestream Partners, L.P. | 55,764 | $7.63M | 0.37% | +51,245+1,134.0% | Added |
| CX Institutional | 55,702 | $7.62M | 0.36% | +2,301+4.3% | Added |
| Prospera Financial Services Inc | 55,634 | $7.61M | 0.21% | −2,777−4.8% | Reduced |
| Oppenheimer & Co Inc | 55,362 | $7.58M | 0.12% | +3,032+5.8% | Added |
| Summit Financial Wealth Advisors, LLC | 55,205 | $7.55M | 1.53% | +1,984+3.7% | Added |
| Linscomb & Williams, Inc. | 55,192 | $7.55M | 0.39% | −946−1.7% | Reduced |
| Captrust Financial Advisors | 55,148 | $7.55M | 0.02% | −2,624−4.5% | Reduced |
| Kentucky Retirement Systems | 54,965 | $7.52M | 0.22% | +39+0.1% | Added |
| Axxcess Wealth Management, LLC | 54,851 | $7.51M | 0.20% | +1,657+3.1% | Added |
| Commerce Bank | 54,643 | $7.48M | 0.05% | −38,151−41.1% | Reduced |
| Shelton Capital Management | 53,914 | $7.38M | 0.20% | 00.0% | Unchanged |
| Huntington National Bank | 53,819 | $7.37M | 0.06% | −10,032−15.7% | Reduced |
| Grace & White Inc | 53,690 | $7.35M | 1.38% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 53,166 | $7.28M | 0.03% | −6,401−10.7% | Reduced |
| Ally Financial Inc. | 53,000 | $7.25M | 0.90% | +4,000+8.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 53,000 | $7.25M | 0.08% | +25,000+89.3% | Added |
| Verdence Capital Advisors LLC | 51,989 | $7.11M | 0.63% | +23,349+81.5% | Added |
| MBB Public Markets I LLC | 51,903 | $7.10M | 0.15% | +49,926+2,525.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 51,682 | $7.07M | 0.02% | −19,871−27.8% | Reduced |
| Lee Danner & Bass Inc | 51,532 | $7.05M | 0.54% | +51,532 | New |
| Birch Hill Investment Advisors LLC | 51,262 | $7.02M | 0.34% | −5,890−10.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51,239 | $7.01M | 0.21% | −1,885−3.5% | Reduced |
| Resources Management Corp | 49,779 | $6.81M | 0.99% | +885+1.8% | Added |
| Savant Capital, LLC | 49,210 | $6.73M | 0.07% | +20,897+73.8% | Added |
| JustInvest LLC | 49,352 | $6.70M | 0.13% | −4,624−8.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 48,877 | $6.69M | 0.45% | −481−1.0% | Reduced |
| First National Bank of Omaha | 48,842 | $6.68M | 0.44% | +2,195+4.7% | Added |
| Griffin Asset Management, Inc. | 48,049 | $6.58M | 0.76% | +1,458+3.1% | Added |
| Integrated Wealth Concepts LLC | 47,534 | $6.50M | 0.09% | −9,871−17.2% | Reduced |
| Keystone Financial Planning, Inc. | 47,393 | $6.49M | 2.15% | +1,117+2.4% | Added |
| Hendley & Co Inc | 47,384 | $6.49M | 2.33% | −1,928−3.9% | Reduced |
| Hantz Financial Services, Inc. | 47,017 | $6.43M | 0.12% | −14,745−23.9% | Reduced |
| Wealthcare Advisory Partners LLC | 46,836 | $6.41M | 0.20% | +1,164+2.5% | Added |
| Morgan Dempsey Capital Management LLC | 46,818 | $6.41M | 2.14% | −2,259−4.6% | Reduced |
| Summit Global Investments | 46,732 | $6.39M | 0.43% | +20,061+75.2% | Added |
| Hartford Investment Management Co | 46,698 | $6.39M | 0.22% | −42−0.1% | Reduced |
| Anchor Investment Management, LLC | 46,682 | $6.39M | 0.66% | −8,338−15.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 46,574 | $6.37M | 0.09% | −40,134−46.3% | Reduced |
| Commerzbank Aktiengesellschaft | 46,495 | $6.36M | 0.21% | +15,671+50.8% | Added |