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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 24,187 | $3.31M | 0.15% | −16,679−40.8% | Reduced |
| Glass Wealth Management Co LLC | 24,165 | $3.31M | 1.93% | +345+1.4% | Added |
| Meritage Portfolio Management | 24,103 | $3.30M | 0.21% | −330−1.4% | Reduced |
| Walleye Trading LLC | 24,067 | $3.29M | 0.06% | −70,125−74.4% | Reduced |
| Valeo Financial Advisors, LLC | 23,835 | $3.26M | 0.10% | −1,697−6.6% | Reduced |
| Jensen Investment Management Inc | 23,814 | $3.26M | 0.03% | −100−0.4% | Reduced |
| Lecap Asset Management Ltd | 23,736 | $3.25M | 0.70% | +23,736 | New |
| Hengehold Capital Management LLC | 23,735 | $3.25M | 0.34% | +45+0.2% | Added |
| Perigon Wealth Management, LLC | 23,631 | $3.23M | 0.09% | −4,922−17.2% | Reduced |
| Good Life Advisors, LLC | 23,611 | $3.23M | 0.27% | +672+2.9% | Added |
| Diversify Advisory Services, LLC | 24,020 | $3.23M | 0.18% | −4,907−17.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,526 | $3.22M | 0.22% | −342−1.4% | Reduced |
| Schulhoff & Co Inc | 23,424 | $3.21M | 1.45% | −1,092−4.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 23,397 | $3.20M | 0.03% | +46+0.2% | Added |
| SWS Partners | 23,400 | $3.20M | 0.96% | −313−1.3% | Reduced |
| Bourne Lent Asset Management Inc | 23,259 | $3.18M | 1.22% | +111+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,212 | $3.18M | 0.08% | +261+1.1% | Added |
| Principal Securities, Inc. | 23,112 | $3.16M | 0.09% | −128−0.6% | Reduced |
| Heritage Trust Co | 23,075 | $3.16M | 0.42% | +16+0.1% | Added |
| Horan Capital Advisors, LLC. | 23,029 | $3.15M | 1.11% | +83+0.4% | Added |
| Ostrum Asset Management | 22,946 | $3.14M | 0.27% | −873−3.7% | Reduced |
| Avidian Wealth Solutions, LLC | 22,781 | $3.12M | 0.15% | +869+4.0% | Added |
| Everence Capital Management Inc | 21,130 | $3.12M | 0.22% | −5,150−19.6% | Reduced |
| Atlantic Union Bankshares Corp | 22,758 | $3.11M | 0.19% | +2,424+11.9% | Added |
| Sawyer & Company, Inc | 22,724 | $3.11M | 1.24% | −24−0.1% | Reduced |
| Stanley-Laman Group, Ltd. | 22,679 | $3.10M | 0.45% | +911+4.2% | Added |
| Drucker Wealth 3.0, LLC | 22,607 | $3.09M | 0.82% | +22,607 | New |
| Old Point Trust & Financial Services N A | 22,556 | $3.09M | 1.20% | +109+0.5% | Added |
| Monarch Capital Management Inc | 22,430 | $3.07M | 0.90% | +1,866+9.1% | Added |
| Baxter Bros Inc | 22,430 | $3.07M | 0.40% | −767−3.3% | Reduced |
| Sovereign Financial Group, Inc. | 22,394 | $3.06M | 0.76% | −106−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 22,372 | $3.06M | 0.10% | +3,318+17.4% | Added |
| Ontario Teachers Pension Plan Board | 22,360 | $3.06M | 0.03% | +16,507+282.0% | Added |
| Brooks, Moore & Associates, Inc. | 22,339 | $3.06M | 1.97% | +245+1.1% | Added |
| FIL Ltd | 22,288 | $3.05M | 0.00% | +1,495+7.2% | Added |
| Highland Capital Management, LLC | 22,161 | $3.03M | 0.18% | −2,228−9.1% | Reduced |
| Semmax Financial Advisors Inc. | 23,858 | $3.02M | 0.91% | −428−1.8% | Reduced |
| Brookmont Capital Management | 22,028 | $3.01M | 1.65% | −347−1.6% | Reduced |
| Vestcor Inc | 21,880 | $2.99M | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,850 | $2.99M | 0.09% | −877−3.9% | Reduced |
| Cardinal Capital Management | 21,818 | $2.99M | 0.50% | +268+1.2% | Added |
| Quantbot Technologies LP | 21,818 | $2.99M | 0.14% | +21,818 | New |
| Deane Retirement Strategies, Inc. | 21,819 | $2.98M | 1.53% | +21,819 | New |
| Alta Capital Management LLC | 21,688 | $2.97M | 0.19% | +467+2.2% | Added |
| AIA Group Ltd | 21,597 | $2.96M | 0.09% | +6,629+44.3% | Added |
| GSB Wealth Management, LLC | 21,383 | $2.93M | 0.80% | +295+1.4% | Added |
| Paradigm Asset Management Co LLC | 21,324 | $2.92M | 0.81% | +3,000+16.4% | Added |
| Vestmark Advisory Solutions, Inc. | 21,316 | $2.92M | 0.12% | −1,146−5.1% | Reduced |
| BDF-Gestion | 21,254 | $2.91M | 0.28% | +21,254 | New |
| Physicians Financial Services, Inc. | 21,246 | $2.91M | 0.95% | +689+3.4% | Added |
| Skylands Capital, LLC | 21,125 | $2.89M | 0.41% | +1,700+8.8% | Added |
| Pine Valley Investments Ltd Liability Co | 21,013 | $2.88M | 0.21% | +1,713+8.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 21,011 | $2.88M | 0.16% | −4,214−16.7% | Reduced |
| Perkins Coie Trust Co | 20,832 | $2.85M | 0.66% | −94−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,826 | $2.85M | 0.32% | +1,314+6.7% | Added |
| Oakview Capital Management, L.P. | 20,725 | $2.84M | 8.92% | −27,684−57.2% | Reduced |
| Bowen Hanes & Co Inc | 20,636 | $2.82M | 0.08% | −750−3.5% | Reduced |
| Assenagon Asset Management S.A. | 20,625 | $2.82M | 0.01% | −223,923−91.6% | Reduced |
| Pallas Capital Advisors LLC | 19,274 | $2.79M | 0.13% | −9,521−33.1% | Reduced |
| Miller Howard Investments Inc | 20,367 | $2.79M | 0.09% | −167,143−89.1% | Reduced |
| Truvestments Capital LLC | 20,343 | $2.78M | 1.11% | +763+3.9% | Added |
| Graham Capital Management, L.P. | 20,278 | $2.78M | 0.10% | +20,278 | New |
| Summit Financial, LLC | 20,243 | $2.77M | 0.13% | +9,768+93.3% | Added |
| Kingsview Wealth Management, LLC | 20,209 | $2.77M | 0.07% | −303−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,204 | $2.76M | 0.20% | −216−1.1% | Reduced |
| Providence Capital Advisors, LLC | 20,198 | $2.76M | 0.60% | +399+2.0% | Added |
| Jacobi Capital Management LLC | 20,065 | $2.75M | 0.24% | +2,749+15.9% | Added |
| Mutual Advisors, LLC | 21,341 | $2.74M | 0.08% | +6,914+47.9% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.74M | 0.73% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 19,971 | $2.73M | 0.15% | +1,801+9.9% | Added |
| Ethic Inc. | 19,935 | $2.73M | 0.06% | −1,161−5.5% | Reduced |
| Anderson Hoagland & Co | 20,277 | $2.72M | 0.29% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 19,867 | $2.72M | 0.40% | +2,439+14.0% | Added |
| Advisory Alpha, LLC | 19,816 | $2.71M | 0.11% | +31+0.2% | Added |
| United Asset Strategies, Inc. | 19,801 | $2.71M | 0.27% | +587+3.1% | Added |
| Alberta Investment Management Corp | 19,800 | $2.71M | 0.03% | −3,000−13.2% | Reduced |
| Sepio Capital, LP | 19,709 | $2.70M | 0.25% | −2,717−12.1% | Reduced |
| ProVise Management Group, LLC | 19,695 | $2.70M | 0.23% | +783+4.1% | Added |
| Keating Investment Counselors Inc | 19,627 | $2.69M | 0.86% | −2,815−12.5% | Reduced |
| Wedbush Securities Inc | 19,567 | $2.68M | 0.10% | +551+2.9% | Added |
| Courier Capital LLC | 19,529 | $2.67M | 0.21% | +225+1.2% | Added |
| Boston Private Wealth LLC | 19,464 | $2.66M | 0.07% | +845+4.5% | Added |
| Groupama Asset Managment | 19,427 | $2.66M | 0.05% | +8,425+76.6% | Added |
| Inspire Trust Co, N.A. | 19,291 | $2.64M | 0.87% | +19,291 | New |
| Point72 Hong Kong Ltd | 19,226 | $2.63M | 0.16% | +19,226 | New |
| Laurel Wealth Advisors LLC | 19,201 | $2.63M | 0.46% | −1,835−8.7% | Reduced |
| TD Private Client Wealth LLC | 19,163 | $2.62M | 0.08% | +750+4.1% | Added |
| JLB & Associates Inc | 19,093 | $2.61M | 0.35% | +543+2.9% | Added |
| Flputnam Investment Management Co | 19,053 | $2.61M | 0.05% | +14,467+315.5% | Added |
| New England Research & Management, Inc. | 18,968 | $2.60M | 1.25% | −7,388−28.0% | Reduced |
| Millennium Capital Advisors, LLC | 18,926 | $2.59M | 1.72% | +172+0.9% | Added |
| Wright Investors Service Inc | 18,831 | $2.58M | 0.68% | +213+1.1% | Added |
| Shorepoint Capital Partners LLC | 18,831 | $2.58M | 0.60% | +965+5.4% | Added |
| Coppell Advisory Solutions LLC | 18,815 | $2.57M | 0.42% | +18,815 | New |
| Rockline Wealth Management, LLC | 18,782 | $2.57M | 0.79% | +181+1.0% | Added |
| Papp L Roy & Associates | 18,778 | $2.57M | 0.31% | −750−3.8% | Reduced |
| Americana Partners, LLC | 18,626 | $2.55M | 0.20% | +2,039+12.3% | Added |
| NBT Bank N A | 18,626 | $2.55M | 0.18% | −134−0.7% | Reduced |
| Maltin Wealth Management, Inc. | 18,610 | $2.55M | 1.37% | +20.0% | Added |
| Parallel Advisors, LLC | 18,601 | $2.55M | 0.07% | −905−4.6% | Reduced |