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 |
|---|---|---|---|---|---|
| Tufton Capital Management | 46,318 | $6.34M | 1.23% | +322+0.7% | Added |
| Independent Advisor Alliance | 46,225 | $6.33M | 0.22% | −17,275−27.2% | Reduced |
| Koshinski Asset Management, Inc. | 46,885 | $6.30M | 0.58% | −146−0.3% | Reduced |
| Gratus Capital LLC | 45,812 | $6.27M | 0.25% | +155+0.3% | Added |
| Wambolt & Associates, LLC | 45,837 | $6.23M | 1.81% | +160.0% | Added |
| Gotham Asset Management, LLC | 45,074 | $6.17M | 0.08% | +34,853+341.0% | Added |
| Naples Global Advisors, LLC | 45,064 | $6.17M | 0.62% | +1,655+3.8% | Added |
| Signaturefd, LLC | 44,891 | $6.14M | 0.12% | −1,123−2.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 44,558 | $6.10M | 0.25% | +18,227+69.2% | Added |
| Avantax Planning Partners, Inc. | 44,317 | $6.06M | 0.19% | +4,654+11.7% | Added |
| Investment House LLC | 44,310 | $6.06M | 0.35% | −3,089−6.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 44,142 | $6.04M | 0.33% | −344−0.8% | Reduced |
| Live Oak Private Wealth LLC | 44,054 | $6.03M | 1.04% | +160.0% | Added |
| Stratos Wealth Partners, LTD. | 44,041 | $6.03M | 0.10% | −346−0.8% | Reduced |
| Birch Capital Management, LLC | 43,965 | $6.02M | 3.13% | +278+0.6% | Added |
| Atria Wealth Solutions, Inc. | 43,696 | $5.98M | 0.07% | −861−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 43,558 | $5.96M | 0.15% | +145+0.3% | Added |
| Haverford Financial Services, Inc. | 43,492 | $5.95M | 1.78% | −1,705−3.8% | Reduced |
| First National Trust Co | 43,246 | $5.92M | 0.24% | −1,060−2.4% | Reduced |
| Northeast Investment Management | 43,145 | $5.90M | 0.28% | −1,468−3.3% | Reduced |
| Builder Investment Group Inc | 43,045 | $5.89M | 1.61% | −200−0.5% | Reduced |
| Sage Capital Advisors,llc | 43,035 | $5.89M | 1.69% | +2,353+5.8% | Added |
| Eagle Rock Investment Company, LLC | 43,029 | $5.89M | 1.07% | +12,366+40.3% | Added |
| Bailard, Inc. | 42,609 | $5.83M | 0.16% | −19,660−31.6% | Reduced |
| Erste Asset Management GmbH | 42,620 | $5.79M | 0.08% | −11,727−21.6% | Reduced |
| Inlet Private Wealth, LLC | 42,048 | $5.75M | 1.57% | +4,413+11.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 41,991 | $5.75M | 1.50% | +4,924+13.3% | Added |
| Jones Financial Companies LLLP | 41,974 | $5.74M | 0.01% | +32,746+354.9% | Added |
| Securian Asset Management, Inc | 41,882 | $5.73M | 0.17% | −717−1.7% | Reduced |
| Principal Street Partners, LLC | 41,749 | $5.71M | 1.02% | −752−1.8% | Reduced |
| Waterfront Wealth Inc. | 41,685 | $5.70M | 1.55% | −160.0% | Reduced |
| HTLF Bank | 41,375 | $5.66M | 0.64% | −680−1.6% | Reduced |
| Louisiana State Employees Retirement System | 41,300 | $5.65M | 0.11% | −800−1.9% | Reduced |
| Quantinno Capital Management LP | 41,055 | $5.62M | 0.10% | +21,560+110.6% | Added |
| Cubist Systematic Strategies, LLC | 41,034 | $5.62M | 0.10% | +33,005+411.1% | Added |
| Crossmark Global Holdings, Inc. | 40,933 | $5.60M | 0.11% | −824−2.0% | Reduced |
| XML Financial, LLC | 40,854 | $5.59M | 0.56% | +2,301+6.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 40,847 | $5.59M | 0.52% | −9,074−18.2% | Reduced |
| Two Sigma Securities, LLC | 40,707 | $5.57M | 0.27% | +31,767+355.3% | Added |
| Ironwood Investment Counsel, LLC | 40,686 | $5.57M | 0.99% | +786+2.0% | Added |
| Iams Wealth Management, LLC | 40,655 | $5.56M | 3.05% | +1,749+4.5% | Added |
| Edmond de Rothschild Holding S.A. | 40,478 | $5.54M | 0.09% | +39,578+4,397.6% | Added |
| Strategic Wealth Partners, Ltd. | 40,478 | $5.54M | 0.58% | +14,101+53.5% | Added |
| O'Shaughnessy Asset Management, LLC | 40,367 | $5.52M | 0.06% | −6,503−13.9% | Reduced |
| Dean Investment Associates, LLC | 40,252 | $5.51M | 0.78% | −1,965−4.7% | Reduced |
| Sky Investment Group LLC | 40,140 | $5.49M | 1.05% | −57−0.1% | Reduced |
| Northwest Bancshares, Inc. | 40,133 | $5.49M | 0.94% | +1,776+4.6% | Added |
| HBK Sorce Advisory LLC | 40,126 | $5.49M | 0.19% | −1,782−4.3% | Reduced |
| Rowland & Co Investment Counsel | 40,036 | $5.48M | 1.19% | −527−1.3% | Reduced |
| CMG Global Holdings, LLC | 39,658 | $5.43M | 3.59% | 00.0% | Unchanged |
| Columbia Asset Management | 39,655 | $5.43M | 1.02% | +8,960+29.2% | Added |
| Albion Financial Group | 39,221 | $5.37M | 0.40% | −943−2.3% | Reduced |
| Garland Capital Management Inc | 39,140 | $5.36M | 3.79% | −302−0.8% | Reduced |
| Borer Denton & Associates, Inc. | 39,000 | $5.34M | 1.94% | −2,010−4.9% | Reduced |
| Tower Bridge Advisors | 38,864 | $5.32M | 0.59% | −1,857−4.6% | Reduced |
| Simplicity Wealth,LLC | 38,832 | $5.31M | 0.12% | +254+0.7% | Added |
| Martin Capital Partners, LLC | 38,808 | $5.31M | 2.15% | +5,885+17.9% | Added |
| Riverview Capital Advisers, LLC | 38,786 | $5.31M | 1.79% | −869−2.2% | Reduced |
| Bank of New Hampshire | 38,781 | $5.31M | 1.38% | +1,301+3.5% | Added |
| Northwest & Ethical Investments L.P. | 38,674 | $5.29M | 0.15% | +28,473+279.1% | Added |
| Sompo Asset Management Co., Ltd. | 38,633 | $5.29M | 0.89% | +830+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 38,530 | $5.27M | 0.21% | +1,827+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 38,130 | $5.22M | 0.03% | +9,871+34.9% | Added |
| Sand Hill Global Advisors, LLC | 38,036 | $5.21M | 0.24% | −307−0.8% | Reduced |
| North Star Investment Management Corp. | 37,953 | $5.19M | 0.38% | +3,406+9.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 37,925 | $5.19M | 3.42% | −60−0.2% | Reduced |
| M&G Plc | 37,690 | $5.16M | 0.03% | −27,856−42.5% | Reduced |
| Teza Capital Management LLC | 37,723 | $5.16M | 0.63% | +37,723 | New |
| Readystate Asset Management LP | 37,663 | $5.15M | 0.24% | +37,663 | New |
| EagleClaw Capital Managment, LLC | 37,330 | $5.11M | 0.92% | 00.0% | Unchanged |
| Umb Bank N A | 37,179 | $5.09M | 0.08% | −23,351−38.6% | Reduced |
| Woodstock Corp | 37,146 | $5.08M | 0.52% | +860+2.4% | Added |
| Fusion Capital, LLC | 37,058 | $5.07M | 2.31% | −307−0.8% | Reduced |
| CMT Capital Markets Trading GmbH | 37,052 | $5.07M | 1.44% | +29,786+409.9% | Added |
| Mattern Capital Management, LLC | 36,984 | $5.06M | 0.70% | −26,441−41.7% | Reduced |
| Boston Research & Management Inc | 36,853 | $5.04M | 1.28% | +692+1.9% | Added |
| Carlson Capital L P | 36,830 | $5.04M | 0.79% | −13,370−26.6% | Reduced |
| HB Wealth Management, LLC | 36,714 | $5.02M | 0.06% | −2,615−6.6% | Reduced |
| Intech Investment Management LLC | 36,643 | $5.01M | 0.06% | −3,375−8.4% | Reduced |
| Walleye Capital LLC | 36,587 | $5.01M | 0.05% | +9,394+34.5% | Added |
| New Mexico Educational Retirement Board | 36,462 | $4.99M | 0.17% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 36,381 | $4.98M | 0.37% | +215+0.6% | Added |
| Advisory Services Network, LLC | 36,231 | $4.96M | 0.10% | −10,703−22.8% | Reduced |
| Canal Capital Management, LLC | 36,104 | $4.94M | 0.84% | −1,454−3.9% | Reduced |
| BancorpSouth Bank | 36,103 | $4.94M | 0.37% | −792−2.1% | Reduced |
| Johnson Investment Counsel Inc | 35,985 | $4.92M | 0.05% | +68+0.2% | Added |
| Bard Financial Services, Inc. | 35,325 | $4.83M | 0.50% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 35,304 | $4.83M | 0.59% | −2,811−7.4% | Reduced |
| Bessemer Group Inc | 35,161 | $4.81M | 0.01% | −1,644−4.5% | Reduced |
| Massmutual Trust Co FSB | 35,153 | $4.81M | 0.15% | −1,000−2.8% | Reduced |
| Community Bank, N.A. | 34,954 | $4.78M | 0.63% | +798+2.3% | Added |
| LGT Group Foundation | 34,923 | $4.78M | 0.08% | −2,799−7.4% | Reduced |
| Gilman Hill Asset Management, LLC | 34,847 | $4.77M | 0.86% | +32,864+1,657.3% | Added |
| Stolper Co | 34,780 | $4.76M | 1.68% | +1,378+4.1% | Added |
| Amica Mutual Insurance Co | 34,723 | $4.75M | 0.47% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 34,706 | $4.75M | 0.13% | +21,048+154.1% | Added |
| Atom Investors LP | 34,694 | $4.75M | 0.47% | +22,832+192.5% | Added |
| Capital Management Corp | 34,677 | $4.75M | 0.95% | −12,939−27.2% | Reduced |
| PDS Planning, Inc | 34,674 | $4.75M | 0.48% | −147−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 34,321 | $4.70M | 0.21% | −369−1.1% | Reduced |