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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 18,580 | $2.54M | 0.54% | +1,710+10.1% | Added |
| Northcape Wealth Management, LLC | 18,530 | $2.54M | 0.91% | +40.0% | Added |
| Boomfish Wealth Group, LLC | 18,515 | $2.53M | 1.64% | +15+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 18,493 | $2.53M | 0.02% | +12,101+189.3% | Added |
| North Star Asset Management Inc | 18,485 | $2.53M | 0.12% | −2,850−13.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 16,115 | $2.52M | 0.15% | −6,554−28.9% | Reduced |
| Sheets Smith Wealth Management | 18,428 | $2.52M | 0.30% | −875−4.5% | Reduced |
| Fulton Bank, N.A. | 18,428 | $2.52M | 0.10% | −1,190−6.1% | Reduced |
| SYSTM Wealth Solutions LLC | 18,348 | $2.51M | 0.56% | −21,652−54.1% | Reduced |
| Palouse Capital Management, Inc. | 18,319 | $2.51M | 1.68% | +4,955+37.1% | Added |
| Pure Financial Advisors, Inc. | 18,309 | $2.51M | 0.07% | −164−0.9% | Reduced |
| Beech Hill Advisors, Inc. | 18,285 | $2.50M | 1.03% | +18,285 | New |
| Aspire Private Capital, LLC | 18,182 | $2.49M | 0.64% | −247−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 18,160 | $2.49M | 0.12% | +766+4.4% | Added |
| Rodgers Brothers Inc. | 17,957 | $2.46M | 0.33% | +740+4.3% | Added |
| Slagle Financial, LLC | 17,932 | $2.45M | 1.26% | +1,383+8.4% | Added |
| Marion Wealth Management | 17,893 | $2.45M | 0.72% | −100−0.6% | Reduced |
| Exeter Financial, LLC | 17,880 | $2.45M | 1.17% | +1,890+11.8% | Added |
| Frank, Rimerman Advisors LLC | 17,853 | $2.44M | 0.17% | +17,595+6,819.8% | Added |
| GYL Financial Synergies, LLC | 17,728 | $2.43M | 0.19% | +1,722+10.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,680 | $2.42M | 0.08% | +6,113+52.8% | Added |
| Zullo Investment Group, Inc. | 17,626 | $2.41M | 1.06% | +86+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 17,618 | $2.41M | 0.76% | +50.0% | Added |
| Tokio Marine Asset Management Co Ltd | 17,559 | $2.40M | 0.11% | +576+3.4% | Added |
| Boyar Asset Management Inc. | 17,505 | $2.40M | 1.64% | −39−0.2% | Reduced |
| Wealthfront Advisers LLC | 17,476 | $2.39M | 0.01% | −1,551−8.2% | Reduced |
| Fort Washington Investment Advisors Inc | 17,402 | $2.38M | 0.02% | −88−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 17,362 | $2.38M | 0.25% | +4,337+33.3% | Added |
| Plimoth Trust Co LLC | 17,311 | $2.37M | 0.63% | +43+0.2% | Added |
| Twin Capital Management Inc | 17,303 | $2.37M | 0.28% | +17,303 | New |
| Kennon-Green & Company, LLC | 17,293 | $2.37M | 2.17% | +308+1.8% | Added |
| Clearstead Advisors, LLC | 17,200 | $2.35M | 0.04% | +2,693+18.6% | Added |
| Cypress Capital Group | 17,192 | $2.35M | 0.28% | −704−3.9% | Reduced |
| PYA Waltman Capital, LLC | 17,189 | $2.35M | 0.86% | +1,179+7.4% | Added |
| Adams Asset Advisors, LLC | 17,185 | $2.35M | 0.31% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 17,172 | $2.35M | 0.19% | −826−4.6% | Reduced |
| Sculati Wealth Management, LLC | 17,006 | $2.33M | 0.99% | +156+0.9% | Added |
| Hennessy Advisors Inc | 17,000 | $2.33M | 0.09% | −300−1.7% | Reduced |
| SkyOak Wealth, LLC | 16,986 | $2.32M | 0.54% | +1,267+8.1% | Added |
| Savoie Capital LLC | 16,928 | $2.32M | 0.30% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.31M | 0.98% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $2.31M | 0.28% | 00.0% | Unchanged |
| Spinnaker Trust | 16,823 | $2.30M | 0.15% | −32,608−66.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,801 | $2.30M | 0.04% | +5,156+44.3% | Added |
| Headinvest, LLC | 16,718 | $2.29M | 0.45% | −15,123−47.5% | Reduced |
| Kinneret Advisory, LLC | 16,691 | $2.28M | 0.22% | −269−1.6% | Reduced |
| Park Avenue Securities LLC | 16,680 | $2.28M | 0.03% | −1,221−6.8% | Reduced |
| Independence Bank of Kentucky | 16,679 | $2.28M | 0.61% | +1,212+7.8% | Added |
| Cooper Financial Group | 16,642 | $2.28M | 0.33% | +9,976+149.7% | Added |
| Sunbelt Securities, Inc. | 16,630 | $2.28M | 0.23% | +648+4.1% | Added |
| Cohen Investment Advisors LLC | 14,522 | $2.26M | 1.82% | −2,640−15.4% | Reduced |
| Redwood Investment Management, LLC | 16,492 | $2.26M | 0.20% | +2,191+15.3% | Added |
| Wahed Invest LLC | 16,444 | $2.25M | 0.45% | +2,273+16.0% | Added |
| Redmond Asset Management, LLC | 16,304 | $2.23M | 0.73% | +947+6.2% | Added |
| Greenline Partners, LLC | 16,333 | $2.22M | 0.34% | −385−2.3% | Reduced |
| Investment Management Corp of Ontario | 16,176 | $2.21M | 0.06% | +4,500+38.5% | Added |
| Diversified Trust Co | 16,157 | $2.21M | 0.06% | +4,324+36.5% | Added |
| Caldwell Trust Co | 16,137 | $2.21M | 0.24% | +1,047+6.9% | Added |
| Versor Investments LP | 16,077 | $2.20M | 0.41% | +13,409+502.6% | Added |
| Shoker Investment Counsel, Inc. | 16,061 | $2.20M | 0.78% | +791+5.2% | Added |
| Werlinich Asset Management, LLC | 16,160 | $2.20M | 1.37% | +60+0.4% | Added |
| Beacon Investment Advisors LLC | 15,974 | $2.19M | 1.12% | +4,092+34.4% | Added |
| Vise Technologies, Inc. | 15,948 | $2.18M | 0.38% | −7,840−33.0% | Reduced |
| Palisade Asset Management, LLC | 15,847 | $2.17M | 0.22% | −3,382−17.6% | Reduced |
| Pathway Financial Advisers, LLC | 15,919 | $2.17M | 0.78% | −166−1.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,837 | $2.17M | 0.10% | +79+0.5% | Added |
| Am Investment Strategies LLC | 15,816 | $2.16M | 0.53% | −140−0.9% | Reduced |
| United Community Bank | 15,775 | $2.16M | 0.87% | −5,303−25.2% | Reduced |
| Rehmann Capital Advisory Group | 15,616 | $2.14M | 0.15% | −459−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,499 | $2.12M | 0.46% | −747−4.6% | Reduced |
| Auxier Asset Management | 15,482 | $2.12M | 0.34% | −38−0.2% | Reduced |
| Tiaa Trust, National Association | 15,428 | $2.11M | 0.01% | −850−5.2% | Reduced |
| Investmark Advisory Group LLC | 15,394 | $2.11M | 1.12% | +545+3.7% | Added |
| Paralel Advisors LLC | 15,358 | $2.10M | 0.10% | +5,489+55.6% | Added |
| Te Ahumairangi Investment Management Ltd | 15,356 | $2.10M | 0.40% | +2,420+18.7% | Added |
| Lantz Financial LLC | 15,313 | $2.10M | 0.65% | −173−1.1% | Reduced |
| Veriti Management LLC | 15,309 | $2.10M | 0.13% | −1,268−7.6% | Reduced |
| Twin Lakes Capital Management, LLC | 15,290 | $2.09M | 1.43% | −1,771−10.4% | Reduced |
| Orca Investment Management, LLC | 15,278 | $2.09M | 2.00% | +59+0.4% | Added |
| Searle & Co. | 15,232 | $2.08M | 0.49% | −39−0.3% | Reduced |
| KLCM Advisors, Inc. | 15,162 | $2.07M | 0.26% | −138−0.9% | Reduced |
| Exencial Wealth Advisors, LLC | 15,149 | $2.07M | 0.08% | −1,486−8.9% | Reduced |
| Harbour Investment Management LLC | 15,090 | $2.07M | 0.95% | +20+0.1% | Added |
| Apollon Wealth Management, LLC | 15,086 | $2.06M | 0.06% | −2,571−14.6% | Reduced |
| CAPROCK Group, Inc. | 15,077 | $2.06M | 0.08% | +2,815+23.0% | Added |
| Addison Capital Co | 15,041 | $2.06M | 0.89% | −80−0.5% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.05M | 0.75% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 14,929 | $2.04M | 1.08% | +169+1.1% | Added |
| Trust Co of Toledo NA | 14,885 | $2.04M | 0.29% | −267−1.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 14,880 | $2.04M | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 14,824 | $2.03M | 0.03% | −1,374−8.5% | Reduced |
| Silvercrest Asset Management Group LLC | 14,810 | $2.03M | 0.01% | +433+3.0% | Added |
| Charter Research & Investment Group, Inc. | 14,730 | $2.02M | 1.59% | −413−2.7% | Reduced |
| Perpetual Ltd | 14,729 | $2.02M | 0.02% | +6,322+75.2% | Added |
| Richard Bernstein Advisors LLC | 14,593 | $2.00M | 0.04% | +30.0% | Added |
| Towercrest Capital Management | 14,579 | $2.00M | 0.33% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 14,571 | $1.99M | 0.08% | +4,894+50.6% | Added |
| Equitable Holdings, Inc. | 14,549 | $1.99M | 0.02% | +73+0.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 14,530 | $1.99M | 1.89% | +6,073+71.8% | Added |
| Arvest Trust Co N A | 14,504 | $1.98M | 0.12% | −1,060−6.8% | Reduced |