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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 8,804 | $1.20M | 0.94% | +20+0.2% | Added |
| Access Financial Services, Inc. | 8,832 | $1.20M | 0.55% | −750−7.8% | Reduced |
| Legacy Financial Advisors, Inc. | 8,863 | $1.21M | 0.20% | +220+2.5% | Added |
| Voya Financial Advisors, Inc. | 9,004 | $1.21M | 0.13% | +45+0.5% | Added |
| Probity Advisors, Inc. | 8,893 | $1.21M | 0.23% | +1,022+13.0% | Added |
| Court Place Advisors, LLC | 8,895 | $1.21M | 0.35% | −333−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,909 | $1.21M | 0.09% | +8,909 | New |
| Johnson Financial Group, Inc. | 9,009 | $1.23M | 0.06% | +523+6.2% | Added |
| Longfellow Investment Management Co LLC | 9,010 | $1.23M | 0.31% | +54+0.6% | Added |
| Geneos Wealth Management Inc. | 9,061 | $1.24M | 0.05% | +4,558+101.2% | Added |
| Aberdeen Wealth Management LLC | 9,074 | $1.24M | 0.81% | −297−3.2% | Reduced |
| Buckingham Strategic Partners | 9,077 | $1.24M | 0.03% | +345+4.0% | Added |
| Strategic Advisors LLC | 9,103 | $1.24M | 0.23% | −478−5.0% | Reduced |
| Inceptionr LLC | 9,123 | $1.24M | 0.30% | −1,904−17.3% | Reduced |
| Cornerstone Wealth Management, LLC | 9,164 | $1.25M | 0.09% | +474+5.5% | Added |
| Aigen Investment Management, LP | 9,197 | $1.25M | 0.25% | +4,924+115.2% | Added |
| Capital Advisors Inc | 9,206 | $1.26M | 0.03% | −339−3.6% | Reduced |
| Tudor Investment Corp Et Al | 9,213 | $1.26M | 0.01% | −269,034−96.7% | Reduced |
| Modus Advisors, LLC | 9,216 | $1.26M | 0.41% | −753−7.6% | Reduced |
| BlueChip Wealth Advisors LLC | 9,250 | $1.26M | 0.66% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 9,290 | $1.27M | 0.46% | +9,290 | New |
| Castlekeep Investment Advisors LLC | 9,312 | $1.27M | 0.87% | +2,639+39.5% | Added |
| Rodgers Brothers Inc. | 9,351 | $1.27M | 0.16% | −8,606−47.9% | Reduced |
| Profund Advisors LLC | 9,384 | $1.28M | 0.05% | −2,062−18.0% | Reduced |
| Heritage Wealth Management, Inc. | 9,407 | $1.28M | 0.42% | −1,152−10.9% | Reduced |
| ForthRight Wealth Management, LLC | 9,469 | $1.29M | 0.43% | −66−0.7% | Reduced |
| Wealth Management Partners, LLC | 9,479 | $1.29M | 0.60% | −2,046−17.8% | Reduced |
| Central Trust Co | 9,525 | $1.30M | 0.03% | −2,505−20.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,530 | $1.30M | 0.54% | +9,530 | New |
| Moore Capital Management, LP | 9,578 | $1.31M | 0.04% | −154,845−94.2% | Reduced |
| South State Corp. | 9,599 | $1.31M | 0.09% | −984−9.3% | Reduced |
| Caas Capital Management LP | 9,600 | $1.31M | 0.89% | +9,600 | New |
| Insigneo Advisory Services, LLC | 9,603 | $1.31M | 0.13% | −1,084−10.1% | Reduced |
| Goldstone Financial Group, LLC | 9,628 | $1.31M | 0.23% | −10.0% | Reduced |
| Meridian Wealth Management, LLC | 9,653 | $1.32M | 0.06% | +9,653 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,661 | $1.32M | 0.01% | −2,957−23.4% | Reduced |
| Moneywise, Inc. | 9,688 | $1.32M | 0.65% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.33M | 0.84% | 00.0% | Unchanged |
| Matrix Trust Co | 9,739 | $1.33M | 0.25% | −398−3.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,746 | $1.33M | 0.08% | +2,782+39.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 9,748 | $1.33M | 0.84% | −1,681−14.7% | Reduced |
| City Holding Co | 9,781 | $1.33M | 0.19% | −1,184−10.8% | Reduced |
| NBC Securities, Inc. | 9,850 | $1.34M | 0.11% | +179+1.9% | Added |
| Catalytic Wealth RIA, LLC | 9,923 | $1.35M | 0.24% | −111−1.1% | Reduced |
| Cora Capital Advisors LLC | 9,971 | $1.36M | 0.67% | −38−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 9,987 | $1.36M | 0.01% | +2,897+40.9% | Added |
| Cullen Investment Group, Ltd. | 9,991 | $1.36M | 0.20% | −118−1.2% | Reduced |
| Neville Rodie & Shaw Inc | 10,000 | $1.36M | 0.10% | +365+3.8% | Added |
| Mitchell Sinkler & Starr | 10,015 | $1.37M | 0.34% | +285+2.9% | Added |
| PFC Capital Group, Inc. | 10,020 | $1.37M | 0.66% | −250−2.4% | Reduced |
| Aptus Capital Advisors, LLC | 10,129 | $1.38M | 0.02% | +620+6.5% | Added |
| Meeder Advisory Services, Inc. | 10,158 | $1.38M | 0.09% | −557−5.2% | Reduced |
| Spire Wealth Management | 10,200 | $1.39M | 0.05% | −2,185−17.6% | Reduced |
| Stiles Financial Services Inc | 10,322 | $1.41M | 0.50% | +1,099+11.9% | Added |
| Venturi Wealth Management, LLC | 10,386 | $1.42M | 0.07% | +1,410+15.7% | Added |
| Hexagon Capital Partners LLC | 10,393 | $1.42M | 0.28% | +2,347+29.2% | Added |
| Mechanics Bank Trust Department | 10,424 | $1.42M | 0.19% | −290−2.7% | Reduced |
| Quantitative Investment Management, LLC | 10,441 | $1.42M | 0.14% | +10,441 | New |
| Eastern Bank | 10,444 | $1.42M | 0.03% | −63,106−85.8% | Reduced |
| Avitas Wealth Management LLC | 10,471 | $1.43M | 0.20% | −42−0.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10,488 | $1.43M | 1.06% | −3,579−25.4% | Reduced |
| Shorepoint Capital Partners LLC | 10,532 | $1.44M | 0.33% | −8,299−44.1% | Reduced |
| Twin City Private Wealth, LLC | 10,556 | $1.44M | 1.25% | +31+0.3% | Added |
| Sandy Spring Bank | 10,749 | $1.47M | 0.06% | −643−5.6% | Reduced |
| Bradley Foster & Sargent Inc | 10,800 | $1.47M | 0.02% | −442−3.9% | Reduced |
| Resonant Capital Advisors, LLC | 10,895 | $1.49M | 0.11% | +94+0.9% | Added |
| Regal Investment Advisors LLC | 10,905 | $1.49M | 0.10% | +2,696+32.8% | Added |
| Brown Miller Wealth Management, LLC | 10,916 | $1.49M | 0.58% | +757+7.5% | Added |
| WCM Investment Management, LLC | 11,098 | $1.49M | 0.00% | +8,537+333.3% | Added |
| Investors Research Corp | 10,939 | $1.49M | 0.33% | +5,150+89.0% | Added |
| Prime Capital Investment Advisors, LLC | 10,965 | $1.49M | 0.02% | −3,859−26.0% | Reduced |
| Group One Trading, L.P. | 11,035 | $1.50M | 0.06% | +3,970+56.2% | Added |
| Stone Point Wealth LLC | 11,037 | $1.50M | 0.49% | −967−8.1% | Reduced |
| Wetherby Asset Management Inc | 11,056 | $1.51M | 0.07% | −1,197−9.8% | Reduced |
| Dakota Wealth Management | 11,060 | $1.51M | 0.03% | +3,280+42.2% | Added |
| Easterly Investment Partners LLC | 11,076 | $1.51M | 0.12% | +4,302+63.5% | Added |
| Cornercap Investment Counsel Inc | 11,077 | $1.51M | 0.45% | +11,077 | New |
| Northeast Financial Consultants Inc | 11,079 | $1.51M | 0.07% | −100−0.9% | Reduced |
| Fiduciary Group LLC | 11,097 | $1.51M | 0.15% | +2,002+22.0% | Added |
| Cim, LLC | 11,103 | $1.51M | 0.22% | +71+0.6% | Added |
| Green Square Capital Advisors LLC | 11,307 | $1.52M | 0.21% | +644+6.0% | Added |
| Cladis Investment Advisory, LLC | 11,139 | $1.52M | 1.05% | +4,083+57.9% | Added |
| Hedges Asset Management LLC | 11,200 | $1.53M | 1.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,263 | $1.54M | 0.16% | +1,972+21.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,562 | $1.54M | 0.59% | −104−0.9% | Reduced |
| Greenleaf Trust | 11,312 | $1.54M | 0.01% | +1,606+16.5% | Added |
| McKinley Carter Wealth Services, Inc. | 11,315 | $1.54M | 0.09% | +911+8.8% | Added |
| Quilter Plc | 11,338 | $1.55M | 0.03% | 00.0% | Unchanged |
| Lantz Financial LLC | 11,381 | $1.55M | 0.42% | −3,932−25.7% | Reduced |
| Diversified Trust Co | 11,395 | $1.55M | 0.04% | −4,762−29.5% | Reduced |
| Equitable Holdings, Inc. | 11,396 | $1.55M | 0.02% | −3,153−21.7% | Reduced |
| First Dallas Securities Inc. | 11,417 | $1.56M | 0.65% | +9,438+476.9% | Added |
| Hamel Associates, Inc. | 11,420 | $1.56M | 0.48% | −46,320−80.2% | Reduced |
| Banque Pictet & Cie SA | 11,548 | $1.57M | 0.02% | −720−5.9% | Reduced |
| We Are One Seven, LLC | 11,568 | $1.58M | 0.07% | −121−1.0% | Reduced |
| Intrua Financial, LLC | 11,587 | $1.58M | 0.26% | +1,522+15.1% | Added |
| Davis R M Inc | 11,628 | $1.59M | 0.03% | −210−1.8% | Reduced |
| Summit X, LLC | 11,596 | $1.59M | 0.39% | −587−4.8% | Reduced |
| Capital International Inc | 11,678 | $1.59M | 0.02% | +589+5.3% | Added |
| Harvest Investment Advisors, LLC | 11,690 | $1.59M | 1.08% | +2,015+20.8% | Added |