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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RPS Advisory Solutions LLC | 5,177 | $705.9K | 0.51% | +5,177 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,210 | $710.3K | 0.08% | −100−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 5,210 | $710.3K | 0.19% | −16−0.3% | Reduced |
| Kanawha Capital Management LLC | 5,214 | $710.9K | 0.05% | −99−1.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $713.6K | 0.04% | +3,769+257.1% | Added |
| SeaCrest Wealth Management, LLC | 5,243 | $714.8K | 0.08% | −623−10.6% | Reduced |
| Founders Financial Alliance, LLC | 5,250 | $715.8K | 0.20% | +197+3.9% | Added |
| Eagle Bluffs Wealth Management LLC | 5,255 | $716.5K | 0.39% | +47+0.9% | Added |
| Hutner Capital Management Inc | 5,271 | $718.7K | 0.36% | −54−1.0% | Reduced |
| Agf Management Ltd | 5,272 | $718.8K | 0.00% | +729+16.0% | Added |
| SC&H Financial Advisors, Inc. | 5,273 | $719.0K | 0.16% | +20.0% | Added |
| Community Trust & Investment Co | 5,283 | $720.3K | 0.05% | +182+3.6% | Added |
| Checchi Capital Advisers, LLC | 5,289 | $721.1K | 0.05% | −334−5.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,292 | $721.5K | 0.03% | −269−4.8% | Reduced |
| TCG Advisory Services, LLC | 5,300 | $722.6K | 0.03% | −807−13.2% | Reduced |
| TrinityPoint Wealth, LLC | 5,311 | $724.1K | 0.10% | −2,123−28.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,320 | $724.7K | 0.05% | −449−7.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,342 | $728.3K | 0.13% | +87+1.7% | Added |
| Bangor Savings Bank | 5,359 | $730.6K | 0.07% | −389−6.8% | Reduced |
| Cidel Asset Management Inc | 5,375 | $732.8K | 0.05% | +798+17.4% | Added |
| Axiom Advisory, LLC | 5,589 | $733.3K | 0.01% | −1,137−16.9% | Reduced |
| 1st Source Bank | 5,387 | $734.5K | 0.04% | −252−4.5% | Reduced |
| Acropolis Investment Management, LLC | 5,391 | $735.1K | 0.04% | −672−11.1% | Reduced |
| Panagora Asset Management Inc | 5,422 | $739.2K | 0.00% | −4−0.1% | Reduced |
| First United Bank Trust | 5,450 | $743.1K | 0.27% | −620−10.2% | Reduced |
| High Net Worth Advisory Group LLC | 5,451 | $743.2K | 0.21% | −1,145−17.4% | Reduced |
| Wealth Advisory Solutions, LLC | 5,459 | $744.3K | 0.20% | +2,519+85.7% | Added |
| Biltmore Wealth Management, LLC | 5,463 | $744.8K | 0.31% | +1,732+46.4% | Added |
| Studio Investment Management LLC | 5,480 | $747.1K | 0.16% | +492+9.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,573 | $759.8K | 0.10% | −1,101−16.5% | Reduced |
| Central Bank & Trust Co | 5,662 | $772.0K | 0.11% | +1,437+34.0% | Added |
| GAMMA Investing LLC | 5,680 | $774.4K | 0.08% | +286+5.3% | Added |
| Emerald Advisors, LLC | 5,763 | $783.3K | 0.11% | +485+9.2% | Added |
| Norden Group LLC | 5,749 | $783.9K | 0.09% | +601+11.7% | Added |
| Byrne Asset Management LLC | 5,803 | $791.2K | 0.54% | – | – |
| Boston Financial Mangement LLC | 5,826 | $794.4K | 0.02% | −114−1.9% | Reduced |
| Concord Asset Management, LLC | 5,833 | $795.2K | 0.18% | −6,456−52.5% | Reduced |
| Palisade Capital Management LLC | 5,880 | $801.7K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,924 | $807.7K | 0.02% | +483+8.9% | Added |
| Leavell Investment Management, Inc. | 5,948 | $811.0K | 0.04% | +3,800+176.9% | Added |
| Ingalls & Snyder LLC | 5,945 | $811.0K | 0.03% | −206−3.3% | Reduced |
| Mendel Money Management | 5,961 | $812.7K | 0.35% | +68+1.2% | Added |
| Berkshire Asset Management LLC | 5,946 | $813.7K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 6,004 | $818.6K | 0.02% | −61,395−91.1% | Reduced |
| Schechter Investment Advisors, LLC | 6,005 | $818.6K | 0.06% | −2,124−26.1% | Reduced |
| Tradewinds Capital Management, LLC | 6,036 | $822.9K | 0.22% | +10.0% | Added |
| Calton & Associates, Inc. | 6,042 | $823.8K | 0.31% | +2,659+78.6% | Added |
| Affinity Wealth Management LLC | 6,046 | $824.3K | 0.15% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 6,053 | $825.2K | 0.23% | +45+0.7% | Added |
| Howland Capital Management LLC | 6,066 | $827.0K | 0.04% | −872−12.6% | Reduced |
| Rothschild Investment LLC | 6,070 | $827.6K | 0.05% | −400−6.2% | Reduced |
| SevenBridge Financial Group, LLC | 6,291 | $827.9K | 0.16% | −23−0.4% | Reduced |
| Roberts Glore & Co Inc | 6,088 | $830.0K | 0.24% | +3,338+121.4% | Added |
| Paradigm Financial Partners, LLC | 6,253 | $835.9K | 0.12% | +6,253 | New |
| Carnegie Lake Advisors LLC | 6,150 | $838.0K | 0.33% | +6,150 | New |
| Intrust Bank NA | 6,156 | $839.3K | 0.08% | −265−4.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,259 | $842.4K | 0.29% | +1,326+26.9% | Added |
| Lakewood Asset Management LLC | 6,219 | $847.9K | 0.58% | −236−3.7% | Reduced |
| Trust Investment Advisors | 6,242 | $851.1K | 0.54% | −373−5.6% | Reduced |
| Phoenix Holdings Ltd. | 6,236 | $851.5K | 0.01% | +2,529+68.2% | Added |
| Teamwork Financial Advisors, LLC | 6,270 | $854.9K | 0.12% | +6,270 | New |
| Howard Capital Management Inc. | 6,330 | $863.1K | 0.01% | +6,330 | New |
| Modern Wealth Management, LLC | 6,333 | $863.3K | 0.05% | +355+5.9% | Added |
| Essex Savings Bank | 6,353 | $866.2K | 0.22% | −167−2.6% | Reduced |
| Richwood Investment Advisors, LLC | 6,356 | $866.5K | 0.72% | +4,866+326.6% | Added |
| Pinnacle West Asset Management, Inc. | 6,360 | $867.0K | 0.62% | +710+12.6% | Added |
| Legacy Capital Wealth Partners, LLC | 6,368 | $868.2K | 0.17% | +749+13.3% | Added |
| Family Asset Management, LLC | 6,379 | $869.7K | 0.52% | 00.0% | Unchanged |
| Marex Group plc | 6,431 | $876.8K | 0.02% | +3,312+106.2% | Added |
| Sentinus, LLC | 9,743 | $880.8K | 0.33% | +6,020+161.7% | Added |
| Principle Wealth Partners LLC | 6,470 | $882.1K | 0.06% | +405+6.7% | Added |
| Capital Wealth Planning, LLC | 6,510 | $887.6K | 0.01% | −2,021−23.7% | Reduced |
| First Bank & Trust | 6,515 | $888.3K | 0.17% | −1,929−22.8% | Reduced |
| Private Trust Co NA | 6,520 | $889.0K | 0.09% | −661−9.2% | Reduced |
| Gleason Group, Inc. | 6,576 | $896.6K | 0.16% | +80+1.2% | Added |
| Kings Path Partners LLC | 6,605 | $900.5K | 0.38% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,611 | $901.4K | 0.21% | −153−2.3% | Reduced |
| Aviance Capital Partners, LLC | 6,620 | $902.6K | 0.12% | +175+2.7% | Added |
| Brown Capital Management LLC | 6,656 | $907.5K | 0.02% | 00.0% | Unchanged |
| Stableford Capital II LLC | 6,750 | $908.5K | 0.36% | −20−0.3% | Reduced |
| Natixis | 6,695 | $912.8K | 0.01% | +6,695 | New |
| Marino, Stram & Associates LLC | 6,700 | $913.5K | 0.20% | −71−1.0% | Reduced |
| Abundance Wealth Counselors | 6,729 | $917.0K | 0.19% | +6,729 | New |
| Proequities, Inc. | 6,743 | $919.4K | 0.05% | +1,007+17.6% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $920.3K | 0.31% | +75+1.1% | Added |
| Washington Trust Co | 6,757 | $921.3K | 0.03% | −72−1.1% | Reduced |
| WSFS Capital Management, LLC | 6,760 | $921.6K | 0.05% | −1,557−18.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,770 | $923.0K | 0.85% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,780 | $924.4K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,870 | $924.8K | 0.05% | −453−6.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,850 | $933.9K | 0.58% | −1,325−16.2% | Reduced |
| Lincoln Capital LLC | 6,850 | $934.0K | 0.20% | −82−1.2% | Reduced |
| Fortis Advisors, LLC | 6,869 | $936.6K | 0.61% | −3,894−36.2% | Reduced |
| CFS Investment Advisory Services, LLC | 6,884 | $939.0K | 0.08% | −1,145−14.3% | Reduced |
| United Community Bank | 6,899 | $940.6K | 0.37% | −8,876−56.3% | Reduced |
| Watts Gwilliam & Co., LLC | 7,197 | $942.5K | 0.21% | +7,197 | New |
| Precedent Wealth Partners, LLC | 6,926 | $944.3K | 0.31% | +1,097+18.8% | Added |
| Balboa Wealth Partners | 6,931 | $945.0K | 0.24% | +5,390+349.8% | Added |
| Alpha Omega Wealth Management LLC | 6,963 | $949.3K | 0.17% | +50+0.7% | Added |
| Concord Wealth Partners | 6,982 | $951.9K | 0.16% | −6,461−48.1% | Reduced |