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 |
|---|---|---|---|---|---|
| Wealth Group, Ltd. | 6,985 | $952.0K | 0.64% | −865−11.0% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $954.4K | 0.20% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $954.4K | 0.16% | 00.0% | Unchanged |
| Ceera Investments, LLC | 7,016 | $956.6K | 0.36% | +3,080+78.3% | Added |
| Kestra Investment Management, LLC | 7,026 | $957.9K | 0.04% | +7,026 | New |
| Noble Family Wealth, LLC | 7,030 | $958.5K | 0.26% | −245−3.4% | Reduced |
| Fundamentun, LLC | 7,066 | $963.4K | 0.07% | +1,007+16.6% | Added |
| BKD Wealth Advisors, LLC | 7,084 | $965.9K | 0.02% | −439−5.8% | Reduced |
| SNS Financial Group, LLC | 7,089 | $966.5K | 0.10% | +320+4.7% | Added |
| Colonial Trust Co | 7,129 | $971.9K | 0.15% | +178+2.6% | Added |
| Parsons Capital Management Inc | 7,129 | $972.0K | 0.06% | −1,549−17.8% | Reduced |
| Silvant Capital Management LLC | 7,129 | $972.0K | 0.04% | −764−9.7% | Reduced |
| Formidable Asset Management, LLC | 7,136 | $972.9K | 0.16% | +117+1.7% | Added |
| Old National Bancorp | 7,144 | $974.0K | 0.02% | −32−0.4% | Reduced |
| Westover Capital Advisors, LLC | 7,164 | $976.7K | 0.19% | −300−4.0% | Reduced |
| Old Second National Bank of Aurora | 7,177 | $978.5K | 0.24% | +83+1.2% | Added |
| Machina Capital S.A.S. | 7,179 | $978.8K | 0.39% | −6,738−48.4% | Reduced |
| Raleigh Capital Management Inc. | 7,214 | $983.5K | 0.38% | −115−1.6% | Reduced |
| Investors Asset Management of Georgia Inc | 7,237 | $986.7K | 0.47% | +509+7.6% | Added |
| Richard W. Paul & Associates, LLC | 7,254 | $989.0K | 0.36% | +3,424+89.4% | Added |
| Invesco, LLC | 7,269 | $991.1K | 0.40% | −16−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 7,278 | $992.3K | 0.13% | −587−7.5% | Reduced |
| Harrington Investments, INC | 7,278 | $992.3K | 0.54% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 7,403 | $992.4K | 0.38% | +7,403 | New |
| King Luther Capital Management Corp | 7,283 | $993.0K | 0.00% | −2,643−26.6% | Reduced |
| Alpha DNA Investment Management LLC | 7,286 | $993.3K | 0.54% | +217+3.1% | Added |
| Access Investment Management LLC | 7,295 | $994.6K | 0.30% | +725+11.0% | Added |
| nVerses Capital, LLC | 7,300 | $995.3K | 0.46% | +4,500+160.7% | Added |
| Opinicus Capital, Inc. | 7,302 | $995.5K | 0.80% | +3,882+113.5% | Added |
| Larson Financial Group LLC | 7,324 | $998.6K | 0.06% | +3,100+73.4% | Added |
| Pittenger & Anderson Inc | 7,362 | $1.00M | 0.04% | −87−1.2% | Reduced |
| Dark Forest Capital Management LP | 7,381 | $1.01M | 0.13% | +7,381 | New |
| Harbour Trust & Investment Management Co | 7,397 | $1.01M | 0.11% | −162−2.1% | Reduced |
| Pensionfund Sabic | 7,400 | $1.01M | 0.32% | −2,900−28.2% | Reduced |
| Brighton Jones LLC | 7,403 | $1.01M | 0.04% | −5,065−40.6% | Reduced |
| Trust Co of Virginia | 7,411 | $1.01M | 0.09% | −126−1.7% | Reduced |
| Wealth Alliance | 7,419 | $1.01M | 0.12% | +2,524+51.6% | Added |
| TFG Advisers LLC | 7,425 | $1.01M | 0.36% | −63−0.8% | Reduced |
| Verity Asset Management, Inc. | 7,448 | $1.01M | 0.38% | +3,068+70.0% | Added |
| Wimmer Associates 1, LLC | 7,486 | $1.02M | 0.50% | −3,473−31.7% | Reduced |
| Fiduciary Trust Co | 7,488 | $1.02M | 0.01% | −868−10.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 7,490 | $1.02M | 0.42% | +7,490 | New |
| Bollard Group LLC | 7,496 | $1.02M | 0.03% | +94+1.3% | Added |
| Cigna Investments Inc | 7,508 | $1.02M | 0.18% | +75+1.0% | Added |
| Corundum Group, Inc. | 7,524 | $1.03M | 0.47% | −1,725−18.7% | Reduced |
| Wolff Financial Management LLC | 7,526 | $1.03M | 0.28% | +7,526 | New |
| Belpointe Asset Management LLC | 7,537 | $1.03M | 0.06% | +2,497+49.5% | Added |
| IFP Advisors, Inc | 2,142 | $1.03M | 0.04% | −2,939−57.8% | Reduced |
| Nations Financial Group Inc, | 7,566 | $1.03M | 0.07% | +333+4.6% | Added |
| Convergence Investment Partners, LLC | 7,572 | $1.03M | 0.28% | −5,293−41.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,578 | $1.03M | 0.38% | +548+7.8% | Added |
| Ameritas Investment Partners, Inc. | 7,587 | $1.03M | 0.03% | −280−3.6% | Reduced |
| DRW Securities, LLC | 7,630 | $1.04M | 0.06% | +7,630 | New |
| Atomi Financial Group, Inc. | 7,655 | $1.04M | 0.07% | +3,030+65.5% | Added |
| Crescent Grove Advisors, LLC | 7,668 | $1.05M | 0.11% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 7,691 | $1.05M | 0.25% | +256+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,696 | $1.05M | 0.05% | −2,843−27.0% | Reduced |
| Berkeley Capital Partners, LLC | 7,716 | $1.05M | 0.30% | +1,528+24.7% | Added |
| AMG National Trust Bank | 7,736 | $1.05M | 0.03% | −2,474−24.2% | Reduced |
| CRA Financial Services, LLC | 7,754 | $1.06M | 0.19% | −207−2.6% | Reduced |
| Norway Savings Bank | 7,772 | $1.06M | 0.57% | −115−1.5% | Reduced |
| Pallas Capital Advisors LLC | 7,677 | $1.06M | 0.05% | −11,597−60.2% | Reduced |
| Amplius Wealth Advisors, LLC | 7,819 | $1.07M | 0.12% | −20−0.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,836 | $1.07M | 0.10% | −1,187−13.2% | Reduced |
| Essex Financial Services, Inc. | 8,151 | $1.07M | 0.08% | −1,390−14.6% | Reduced |
| Bigelow Investment Advisors, LLC | 7,866 | $1.07M | 0.48% | −7−0.1% | Reduced |
| Cedrus LLC | 7,885 | $1.08M | 0.40% | −12−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 7,891 | $1.08M | 0.21% | −1,089−12.1% | Reduced |
| Verition Fund Management LLC | 7,931 | $1.08M | 0.01% | −51,750−86.7% | Reduced |
| Ameritas Advisory Services, LLC | 7,935 | $1.08M | 0.05% | −52,196−86.8% | Reduced |
| Harvest Portfolios Group Inc. | 8,000 | $1.09M | 0.04% | −105,955−93.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.09M | 0.32% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 8,001 | $1.09M | 0.09% | −108,318−93.1% | Reduced |
| First Citizens Bank & Trust Co | 8,062 | $1.10M | 0.02% | +346+4.5% | Added |
| Beese Fulmer Investment Management, Inc. | 8,109 | $1.11M | 0.09% | −280−3.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,167 | $1.11M | 0.11% | −1,836−18.4% | Reduced |
| MSH Capital Advisors LLC | 8,167 | $1.11M | 0.34% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,174 | $1.11M | 0.06% | −1,743−17.6% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,181 | $1.12M | 0.89% | +156+1.9% | Added |
| Midland Wealth Advisors LLC | 8,197 | $1.12M | 0.07% | −1,162−12.4% | Reduced |
| SPC Financial, Inc. | 8,234 | $1.12M | 0.10% | −142−1.7% | Reduced |
| Financial Advocates Investment Management | 8,242 | $1.12M | 0.06% | +4,368+112.8% | Added |
| Canandaigua National Bank & Trust Co | 8,267 | $1.13M | 0.11% | −555−6.3% | Reduced |
| TCM Advisors, LLC | – | $1.13M | 0.94% | – | – |
| Pacific Global Investment Management CO | 8,398 | $1.14M | 0.21% | −93−1.1% | Reduced |
| Keystone Financial Group | 8,423 | $1.15M | 0.15% | +379+4.7% | Added |
| Leonteq Securities AG | 8,432 | $1.15M | 0.14% | −4,437−34.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,513 | $1.16M | 0.03% | −685−7.4% | Reduced |
| AlphaStar Capital Management, LLC | 8,547 | $1.17M | 0.09% | +3,306+63.1% | Added |
| Ossiam | 8,570 | $1.17M | 0.02% | −456−5.1% | Reduced |
| Main Street Financial Solutions, LLC | 8,590 | $1.17M | 0.11% | +3,073+55.7% | Added |
| Blueshift Asset Management, LLC | 8,617 | $1.17M | 0.29% | −1,235−12.5% | Reduced |
| Exchange Traded Concepts, LLC | 8,641 | $1.18M | 0.03% | +8,301+2,441.5% | Added |
| Intellectus Partners, LLC | 8,694 | $1.19M | 0.30% | +1,319+17.9% | Added |
| Strategic Blueprint, LLC | 8,727 | $1.19M | 0.07% | +833+10.6% | Added |
| Advance Capital Management, Inc. | 8,728 | $1.19M | 0.05% | +238+2.8% | Added |
| LS Investment Advisors, LLC | 8,740 | $1.19M | 0.18% | +145+1.7% | Added |
| Western Wealth Management, LLC | 8,793 | $1.20M | 0.07% | +425+5.1% | Added |
| Ronald Blue Trust, Inc. | 8,761 | $1.20M | 0.02% | +1,652+23.2% | Added |
| Trust Co of Vermont | 8,800 | $1.20M | 0.06% | +860+10.8% | Added |