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Livermore
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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, Q3 2024

Institutional positions in United Parcel Service Inc as of Sep 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
2,169
+15 vs. Q2 2024
Shares held
527.6M
+65.2M (+14.1%) vs. Q2 2024
Total value
$69.9B
+$6.62B (+10.5%) vs. Q2 2024
New holders
158
823 more added
Sold out
143
939 more reduced

28 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 2,169 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2024: $69.9B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$84.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2024.

Institutions holding UPS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$130.00%0Unchanged
Oliver Lagore Vanvalin Investment Group2$2150.00%00.0%Unchanged
Creative Capital Management Investments LLC2$2730.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.2$3290.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$4100.00%00.0%Unchanged
Mattson Financial Services, LLC3$4110.00%00.0%Unchanged
ClariVest Asset Management LLC4$5430.00%00.0%Unchanged
Proffitt & Goodson Inc5$6820.00%+5New
Fairman Group, LLC6$8180.00%00.0%Unchanged
Peterson Financial Group, Inc.8$1.14K0.00%+8New
Compagnie Lombard Odier SCmA9$1.23K0.00%−2,991−99.7%Reduced
NVWM, LLC9$1.23K0.00%−67−88.2%Reduced
JDM Financial Group LLC10$1.36K0.00%+10New
State of Wyoming11$1.50K0.00%−669−98.4%Reduced
Kozak & Associates, Inc.11$1.55K0.00%00.0%Unchanged
Riverview Trust Co16$2.18K0.00%−216−93.1%Reduced
Painted Porch Advisors LLC16$2.18K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC17$2.32K0.00%00.0%Unchanged
Global Wealth Strategies & Associates17$2.32K0.00%00.0%Unchanged
Hara Capital LLC18$2.45K0.00%+18New
Abich Financial Wealth Management LLC19$2.59K0.01%−1,345−98.6%Reduced
Atwood & Palmer Inc20$2.73K0.00%00.0%Unchanged
Private Wealth Management Group, LLC21$2.86K0.00%−32−60.4%Reduced
Financial Gravity Companies, Inc.22$3.00K0.00%+22New
New England Capital Financial Advisors LLC24$3.34K0.00%00.0%Unchanged
Talon Private Wealth, LLC25$3.41K0.00%+25New
Trifecta Capital Advisors, LLC25$3.41K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$3.41K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$3.41K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC25$3.42K0.00%00.0%Unchanged
Tortoise Investment Management, LLC26$3.54K0.00%−221−89.5%Reduced
Marquette Asset Management, LLC28$3.82K0.00%00.0%Unchanged
Howard Capital Management Group, LLC28$3.82K0.00%00.0%Unchanged
Financial Connections Group, Inc.31$4.00K0.00%00.0%Unchanged
Avion Wealth36$4.00K0.00%+12+50.0%Added
Birchbrook, Inc.30$4.09K0.00%+30New
Atlas Capital Advisors LLC31$4.23K0.00%00.0%Unchanged
Robinswood Financial LLC33$4.50K0.00%+33New
1620 Investment Advisors, Inc.34$4.59K0.00%+4+13.3%Added
Provenance Wealth Advisors, LLC34$4.64K0.00%−37−52.1%Reduced
Lam Group, Inc.34$4.64K0.00%00.0%Unchanged
Anfield Capital Management, LLC35$4.77K0.00%+35New
Copley Financial Group, Inc.37$5.04K0.00%+37New
Tributary Capital Management, LLC38$5.18K0.00%00.0%Unchanged
Louisbourg Investments Inc.40$5.45K0.00%−50−55.6%Reduced
Citizens National Bank Trust Department40$5.45K0.00%−40−50.0%Reduced
Estabrook Capital Management40$5.45K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.42$5.73K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC43$5.86K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC45$6.13K0.01%−26−36.6%Reduced
Hoey Investments, Inc45$6.16K0.00%00.0%Unchanged
Clear Point Advisors Inc.46$6.21K0.00%00.0%Unchanged
Aspect Partners, LLC46$6.27K0.00%+7+17.9%Added
Wells Financial Advisors INC47$6.41K0.01%+47New
Centennial Bank50$6.82K0.00%−50−50.0%Reduced
Carolina Wealth Advisors, LLC50$6.82K0.00%00.0%Unchanged
Nordwand Advisors, LLC50$6.82K0.00%00.0%Unchanged
CGC Financial Services, LLC50$6.82K0.00%00.0%Unchanged
Pineridge Advisors LLC50$6.82K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC51$6.95K0.00%+20+64.5%Added
Reston Wealth Management LLC51$6.95K0.00%+51New
Transamerica Financial Advisors, Inc.46$7.00K0.00%−7,124−99.4%Reduced
HighMark Wealth Management LLC54$7.39K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA55$7.50K0.04%00.0%Unchanged
McMahon Financial Advisors, LLC56$7.66K0.00%00.0%Unchanged
Insight Financial Services65$8.86K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC68$9.26K0.00%−15−18.1%Reduced
FSC Wealth Advisors, LLC71$9.66K0.01%+1+1.4%Added
Paladin Wealth, LLC72$9.82K0.01%+72New
Eukles Asset Management73$9.95K0.00%00.0%Unchanged
Evolution Advisers, Inc.79$10.0K0.01%00.0%Unchanged
Costello Asset Management, INC75$10.2K0.01%00.0%Unchanged
Moser Wealth Advisors, LLC79$10.8K0.01%00.0%Unchanged
Duncker Streett & Co Inc83$11.3K0.00%+83New
Highline Wealth Partners LLC85$11.6K0.00%+17+25.0%Added
Gables Capital Management Inc.86$11.7K0.01%00.0%Unchanged
Olistico Wealth, LLC86$11.7K0.01%+11+14.7%Added
Burkett Financial Services, LLC90$12.3K0.01%+1+1.1%Added
Ruedi Wealth Management, Inc.90$12.3K0.00%−5−5.3%Reduced
Partnership Wealth Management, LLC92$12.5K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.100$13.6K0.01%00.0%Unchanged
Family CFO Inc100$13.6K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$13.6K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$13.6K0.00%00.0%Unchanged
AllSquare Wealth Management LLC104$14.2K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC108$14.7K0.00%00.0%Unchanged
Thompson Investment Management, Inc.109$14.9K0.00%00.0%Unchanged
Hanson & Doremus Investment Management112$15.0K0.00%+1+0.9%Added
Bell Investment Advisors, Inc111$15.1K0.00%−32−22.4%Reduced
Mowery & Schoenfeld Wealth Management, LLC111$15.1K0.02%00.0%Unchanged
Caitlin John, LLC115$15.4K0.01%00.0%Unchanged
Main Street Group, LTD116$15.8K0.01%00.0%Unchanged
Planning Capital Management Corp117$16.0K0.01%−62−34.6%Reduced
Spectrum Wealth Counsel, LLC118$16.2K0.00%+5+4.4%Added
Meeder Asset Management Inc120$16.4K0.00%−274−69.5%Reduced
Financial Freedom, LLC125$17.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC127$17.1K0.00%−23−15.3%Reduced
Cassady Schiller Wealth Management, LLC128$17.4K0.01%00.0%Unchanged
First Community Trust NA129$17.6K0.01%00.0%Unchanged
DB Fitzpatrick & Co, Inc129$17.6K0.02%00.0%Unchanged