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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 34,277 | $4.69M | 0.07% | −2,046−5.6% | Reduced |
| Jennison Associates LLC | 34,268 | $4.69M | 0.00% | −7,280−17.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 34,226 | $4.68M | 0.61% | −374−1.1% | Reduced |
| Stonegate Investment Group, LLC | 34,206 | $4.68M | 0.14% | −11,640−25.4% | Reduced |
| Qsemble Capital Management, LP | 34,037 | $4.66M | 0.88% | +24,306+249.8% | Added |
| Bridge Creek Capital Management LLC | 33,707 | $4.61M | 1.49% | +1,420+4.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,678 | $4.61M | 0.05% | +3,830+12.8% | Added |
| Kesler, Norman & Wride, LLC | 33,427 | $4.57M | 0.97% | −1,826−5.2% | Reduced |
| Prudential PLC | 33,417 | $4.57M | 0.03% | −12,457−27.2% | Reduced |
| Rench Wealth Management, Inc. | 33,038 | $4.52M | 1.62% | +223+0.7% | Added |
| Founders Capital Management, LLC | 32,573 | $4.46M | 0.80% | +29,875+1,107.3% | Added |
| tru Independence LLC | 32,559 | $4.46M | 1.35% | −34−0.1% | Reduced |
| Associated Banc-Corp | 32,451 | $4.44M | 0.14% | +1,482+4.8% | Added |
| Cornerstone Advisors, LLC | 32,100 | $4.39M | 0.18% | −1,100−3.3% | Reduced |
| GLOBALT Investments LLC | 31,945 | $4.37M | 0.17% | −556−1.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,916 | $4.37M | 1.80% | −1,049−3.2% | Reduced |
| Soltis Investment Advisors LLC | 31,861 | $4.36M | 0.46% | +1,064+3.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,858 | $4.36M | 1.05% | −1,830−5.4% | Reduced |
| NewSquare Capital LLC | 32,305 | $4.36M | 0.38% | +1,487+4.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 31,767 | $4.35M | 0.02% | −94,703−74.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 31,622 | $4.33M | 0.34% | +3,874+14.0% | Added |
| Vaughan David Investments LLC | 31,438 | $4.30M | 0.11% | +6,767+27.4% | Added |
| E. Ohman J:or Asset Management AB | 31,411 | $4.30M | 0.11% | +2,100+7.2% | Added |
| Capital Investment Counsel, Inc | 30,715 | $4.20M | 0.63% | +986+3.3% | Added |
| Torray LLC | 30,298 | $4.15M | 0.62% | +2,927+10.7% | Added |
| Cox Capital Mgt LLC | 30,239 | $4.14M | 2.50% | +18,753+163.3% | Added |
| Stock Yards Bank & Trust Co | 30,077 | $4.12M | 0.14% | −5,139−14.6% | Reduced |
| Banque Cantonale Vaudoise | 30,015 | $4.11M | 0.16% | +2,245+8.1% | Added |
| Viking Fund Management LLC | 30,000 | $4.11M | 0.74% | +3,000+11.1% | Added |
| Cohen Klingenstein LLC | 29,982 | $4.10M | 0.15% | 00.0% | Unchanged |
| Mather Group, LLC. | 27,597 | $4.10M | 0.05% | −2,328−7.8% | Reduced |
| Tocqueville Asset Management L.P. | 29,906 | $4.09M | 0.07% | +7,674+34.5% | Added |
| Metis Global Partners, LLC | 29,630 | $4.05M | 0.14% | +315+1.1% | Added |
| Commonwealth Retirement Investments LLC | 29,585 | $4.05M | 1.85% | +1,037+3.6% | Added |
| Horrell Capital Management, Inc. | 29,561 | $4.04M | 1.17% | +190+0.6% | Added |
| Motco | 29,378 | $4.02M | 0.24% | −238−0.8% | Reduced |
| Farmers National Bank | 29,366 | $4.02M | 1.21% | +185+0.6% | Added |
| Vinva Investment Management Ltd | 29,574 | $4.02M | 0.21% | +12,112+69.4% | Added |
| iA Global Asset Management Inc. | 29,340 | $4.01M | 0.08% | +26,088+802.2% | Added |
| Vision Capital Management, Inc. | 29,252 | $4.00M | 0.60% | −574−1.9% | Reduced |
| Farmers & Merchants Investments Inc | 29,132 | $3.99M | 0.13% | −272−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,014 | $3.97M | 0.10% | −1,567−5.1% | Reduced |
| Ci Investments Inc. | 28,882 | $3.95M | 0.02% | +373+1.3% | Added |
| Culbertson A N & Co Inc | 28,796 | $3.94M | 0.69% | +160+0.6% | Added |
| Lakeview Capital Partners, LLC | 26,466 | $3.93M | 0.64% | 00.0% | Unchanged |
| AE Wealth Management LLC | 28,738 | $3.93M | 0.04% | +11,537+67.1% | Added |
| Strategic Financial Concepts, LLC | 47,721 | $3.93M | 0.01% | +47,721 | New |
| Atwater Malick LLC | 28,408 | $3.89M | 1.34% | −1,232−4.2% | Reduced |
| Bokf, NA | 28,319 | $3.88M | 0.07% | −5,076−15.2% | Reduced |
| Public Sector Pension Investment Board | 28,189 | $3.86M | 0.02% | +12,208+76.4% | Added |
| Ellsworth Advisors, LLC | 27,949 | $3.82M | 1.07% | +1,848+7.1% | Added |
| Beacon Financial Group | 27,796 | $3.80M | 0.43% | −700−2.5% | Reduced |
| HighPoint Advisor Group LLC | 29,362 | $3.79M | 0.23% | −1,143−3.7% | Reduced |
| William Allan, LLC | 27,548 | $3.77M | 2.52% | +253+0.9% | Added |
| Brady Family Wealth, LLC | 27,483 | $3.76M | 1.21% | +46+0.2% | Added |
| Pinkerton Retirement Specialists, LLC | 27,337 | $3.74M | 0.58% | +2,514+10.1% | Added |
| Murphy Pohlad Asset Management LLC | 27,244 | $3.73M | 1.61% | −2,820−9.4% | Reduced |
| Benin Management CORP | 27,208 | $3.72M | 1.13% | +2,091+8.3% | Added |
| Summitry LLC | 27,177 | $3.72M | 0.19% | +1,446+5.6% | Added |
| Point72 (DIFC) Ltd | 27,148 | $3.72M | 0.33% | +27,148 | New |
| Zions Bancorporation, N.A. | 27,121 | $3.71M | 0.30% | −13,400−33.1% | Reduced |
| Stokes Capital Advisors, LLC | 27,118 | $3.71M | 1.03% | −4,986−15.5% | Reduced |
| Toroso Investments, LLC | 27,015 | $3.70M | 0.05% | −9,177−25.4% | Reduced |
| Kingfisher Capital LLC | 27,017 | $3.70M | 0.86% | −349−1.3% | Reduced |
| Neo Ivy Capital Management | 26,992 | $3.69M | 0.72% | +26,992 | New |
| LongView Wealth Management | 26,980 | $3.69M | 1.36% | −83−0.3% | Reduced |
| EP Wealth Advisors, LLC | 26,943 | $3.69M | 0.04% | +6,265+30.3% | Added |
| Northwest Investment Counselors, LLC | 26,697 | $3.65M | 0.91% | +429+1.6% | Added |
| Bleakley Financial Group, LLC | 26,627 | $3.64M | 0.11% | −1,933−6.8% | Reduced |
| Opus Investment Management Inc | 26,600 | $3.64M | 2.35% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 26,597 | $3.64M | 1.16% | +316+1.2% | Added |
| Schwartz Investment Counsel Inc | 26,482 | $3.62M | 0.13% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 26,522 | $3.61M | 0.16% | +19,981+305.5% | Added |
| Financial Partners Group, LLC | 26,319 | $3.60M | 1.40% | +5,069+23.9% | Added |
| KMG Fiduciary Partners, LLC | 26,241 | $3.59M | 0.35% | +1,999+8.2% | Added |
| Tower Research Capital LLC (TRC) | 26,116 | $3.57M | 0.06% | −4,348−14.3% | Reduced |
| Norinchukin Bank, The | 26,078 | $3.57M | 0.10% | +398+1.5% | Added |
| Hallmark Capital Management Inc | 26,002 | $3.56M | 0.28% | −1,245−4.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 25,942 | $3.55M | 0.83% | +1,557+6.4% | Added |
| McDaniel Terry & Co | 25,909 | $3.55M | 0.31% | −362−1.4% | Reduced |
| McDonald Partners LLC | 25,811 | $3.53M | 0.95% | +5,212+25.3% | Added |
| Dorsey & Whitney Trust CO LLC | 25,773 | $3.53M | 0.24% | −468−1.8% | Reduced |
| Bogart Wealth, LLC | 25,720 | $3.52M | 0.18% | −9,321−26.6% | Reduced |
| Beaumont Financial Advisors, LLC | 25,686 | $3.52M | 0.28% | +24,238+1,673.9% | Added |
| Bryn Mawr Trust Co | 25,680 | $3.51M | 0.13% | −5,877−18.6% | Reduced |
| Pavion Blue Capital, LLC | 25,560 | $3.50M | 1.72% | +526+2.1% | Added |
| NEOS Investment Management LLC | 25,537 | $3.49M | 0.14% | +7,968+45.4% | Added |
| NewEdge Wealth, LLC | 25,472 | $3.49M | 0.08% | −2,447−8.8% | Reduced |
| Pitcairn Co | 25,229 | $3.45M | 0.21% | +1,512+6.4% | Added |
| Arkadios Wealth Advisors | 25,142 | $3.44M | 0.23% | +5,947+31.0% | Added |
| Omers Administration Corp | 25,077 | $3.43M | 0.03% | +25,077 | New |
| Independent Investors Inc | 24,811 | $3.40M | 0.75% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 24,725 | $3.38M | 0.14% | +590+2.4% | Added |
| Signature Wealth Management Group | 24,636 | $3.37M | 1.48% | +451+1.9% | Added |
| Empirical Finance, LLC | 24,470 | $3.35M | 0.21% | −1,816−6.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,365 | $3.33M | 0.46% | +147+0.6% | Added |
| Cypress Wealth Services, LLC | 24,307 | $3.33M | 0.74% | −113−0.5% | Reduced |
| Peloton Wealth Strategists | 24,276 | $3.32M | 1.37% | −85−0.3% | Reduced |
| Argyle Capital Management Inc. | 24,253 | $3.32M | 1.37% | +1,175+5.1% | Added |
| National Asset Management, Inc. | 24,205 | $3.31M | 0.08% | +1,863+8.3% | Added |