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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 11,708 | $1.60M | 0.40% | −410−3.4% | Reduced |
| Alpha Cubed Investments, LLC | 11,736 | $1.60M | 0.07% | −67,240−85.1% | Reduced |
| Legacy Advisors, LLC | 11,782 | $1.61M | 0.17% | −18−0.2% | Reduced |
| Gifford Fong Associates | 11,800 | $1.61M | 0.40% | 00.0% | Unchanged |
| Rockland Trust Co | 11,903 | $1.62M | 0.08% | −1,773−13.0% | Reduced |
| Farther Finance Advisors, LLC | 11,912 | $1.62M | 0.06% | −412−3.3% | Reduced |
| Trustmark National Bank Trust Department | 11,913 | $1.62M | 0.12% | −5,259−30.6% | Reduced |
| Forte Capital LLC | 11,920 | $1.63M | 0.18% | −1,126−8.6% | Reduced |
| Guidance Capital, Inc | 12,002 | $1.63M | 0.51% | +354+3.0% | Added |
| Roundview Capital LLC | 11,979 | $1.63M | 0.12% | −349−2.8% | Reduced |
| Harbour Investments, Inc. | 11,990 | $1.63M | 0.05% | +673+5.9% | Added |
| Mengis Capital Management, Inc. | 12,016 | $1.64M | 0.32% | −325−2.6% | Reduced |
| Independent Financial Group, LLC | 12,024 | $1.64M | 0.06% | −2,547−17.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,036 | $1.64M | 1.06% | +1,259+11.7% | Added |
| Hunter Associates Investment Management LLC | 12,068 | $1.65M | 0.25% | −200−1.6% | Reduced |
| Optimum Investment Advisors | 12,084 | $1.65M | 0.71% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,106 | $1.65M | 0.63% | −720−5.6% | Reduced |
| Argent Advisors, Inc. | 12,172 | $1.66M | 0.62% | +1,339+12.4% | Added |
| NorthRock Partners, LLC | 12,201 | $1.66M | 0.05% | −1,920−13.6% | Reduced |
| Arvest Investments, Inc. | 12,205 | $1.66M | 0.25% | +656+5.7% | Added |
| Loudon Investment Management, LLC | 12,205 | $1.66M | 0.91% | −700−5.4% | Reduced |
| Sumitomo Life Insurance Co | 12,206 | $1.66M | 0.03% | +315+2.6% | Added |
| GSB Wealth Management, LLC | 12,265 | $1.67M | 0.43% | −9,118−42.6% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.68M | 0.04% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 12,300 | $1.68M | 1.08% | +1,070+9.5% | Added |
| Nemes Rush Group LLC | 11,293 | $1.68M | 0.24% | −16−0.1% | Reduced |
| Mission Wealth Management, LP | 12,323 | $1.68M | 0.04% | −407−3.2% | Reduced |
| Confluence Wealth Services, Inc. | 12,380 | $1.69M | 0.12% | −870−6.6% | Reduced |
| Xcel Wealth Management, LLC | 12,409 | $1.69M | 0.49% | +9,013+265.4% | Added |
| First National Advisers, LLC | 12,421 | $1.69M | 0.27% | +559+4.7% | Added |
| Beverly Hills Private Wealth, LLC | 12,429 | $1.69M | 0.34% | −3,070−19.8% | Reduced |
| OV Management LLC | 12,460 | $1.70M | 1.13% | +4,827+63.2% | Added |
| Park National Corp | 12,502 | $1.70M | 0.06% | −469−3.6% | Reduced |
| Kerusso Capital Management LLC | 12,542 | $1.71M | 1.09% | +759+6.4% | Added |
| Everence Capital Management Inc | 12,540 | $1.71M | 0.11% | −8,590−40.7% | Reduced |
| Integrated Advisors Network LLC | 12,571 | $1.71M | 0.08% | +2,187+21.1% | Added |
| Global Retirement Partners, LLC | 12,586 | $1.72M | 0.05% | −369−2.8% | Reduced |
| Banco Santander, S.A. | 12,596 | $1.72M | 0.02% | +79+0.6% | Added |
| Cordatus Wealth Management LLC | 12,616 | $1.72M | 0.62% | +10+0.1% | Added |
| Central Pacific Bank - Trust Division | 12,624 | $1.72M | 0.22% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,680 | $1.73M | 0.80% | −567−4.3% | Reduced |
| RFG Advisory, LLC | 12,731 | $1.74M | 0.05% | +810+6.8% | Added |
| Sigma Planning Corp | 12,844 | $1.75M | 0.05% | −349−2.6% | Reduced |
| Ridgewood Investments LLC | 12,870 | $1.75M | 0.88% | +1,227+10.5% | Added |
| Rossmore Private Capital | 13,074 | $1.76M | 0.22% | −629−4.6% | Reduced |
| Simplicity Wealth,LLC | 12,956 | $1.77M | 0.16% | −25,876−66.6% | Reduced |
| Garner Asset Management Corp | 12,995 | $1.77M | 0.81% | +543+4.4% | Added |
| Institute for Wealth Management, LLC. | 12,997 | $1.77M | 0.22% | −277−2.1% | Reduced |
| Coldstream Capital Management Inc | 13,027 | $1.77M | 0.04% | +1,742+15.4% | Added |
| Mesirow Financial Investment Management, Inc. | 13,053 | $1.78M | 0.03% | +696+5.6% | Added |
| Camden Capital, LLC | 13,087 | $1.78M | 0.19% | −526−3.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,125 | $1.79M | 0.03% | −188−1.4% | Reduced |
| Vise Technologies, Inc. | 13,174 | $1.80M | 0.23% | −2,774−17.4% | Reduced |
| Alerus Financial NA | 13,192 | $1.80M | 0.13% | +300+2.3% | Added |
| BTC Capital Management, Inc. | 13,235 | $1.80M | 0.16% | −377−2.8% | Reduced |
| Stoneridge Investment Partners LLC | 13,240 | $1.80M | 0.67% | −84−0.6% | Reduced |
| Horst & Graben Wealth Management LLC | 13,251 | $1.81M | 0.32% | −340−2.5% | Reduced |
| StoneX Group Inc. | 13,260 | $1.81M | 0.13% | −712−5.1% | Reduced |
| Sterneck Capital Management, LLC | 13,304 | $1.81M | 0.98% | −1,093−7.6% | Reduced |
| Petredis Investment Advisors LLC | 13,356 | $1.82M | 0.19% | +40+0.3% | Added |
| BDF-Gestion | 21,254 | $1.82M | 0.30% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 13,402 | $1.83M | 0.17% | +4,849+56.7% | Added |
| Strengthening Families & Communities, LLC | 13,434 | $1.83M | 0.47% | +1,469+12.3% | Added |
| Westpac Banking Corp | 13,473 | $1.84M | 0.12% | +8,614+177.3% | Added |
| Ballentine Partners, LLC | 13,482 | $1.84M | 0.03% | −36−0.3% | Reduced |
| PFG Investments, LLC | 13,518 | $1.84M | 0.12% | +1,473+12.2% | Added |
| Accordant Advisory Group Inc | 13,521 | $1.84M | 1.47% | +4,045+42.7% | Added |
| Atom Investors LP | 13,522 | $1.84M | 0.19% | −21,172−61.0% | Reduced |
| Ieq Capital, LLC | 13,592 | $1.85M | 0.02% | −760−5.3% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.85M | 0.46% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 13,683 | $1.87M | 0.16% | +5,558+68.4% | Added |
| Fort Washington Investment Advisors Inc | 13,736 | $1.87M | 0.01% | −3,666−21.1% | Reduced |
| Corbyn Investment Management Inc | 13,738 | $1.87M | 0.72% | +40+0.3% | Added |
| Carson Advisory Inc. | 13,749 | $1.87M | 1.18% | +575+4.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,993 | $1.91M | 1.72% | −537−3.7% | Reduced |
| Safe Harbor Fiduciary, LLC | 13,996 | $1.91M | 1.79% | +13,996 | New |
| Clean Yield Group | 14,004 | $1.91M | 0.61% | +4,250+43.6% | Added |
| Tradition Wealth Management, LLC | 14,050 | $1.92M | 0.17% | −38−0.3% | Reduced |
| Montag A & Associates Inc | 14,117 | $1.92M | 0.09% | +2,390+20.4% | Added |
| Quantbot Technologies LP | 14,149 | $1.93M | 0.08% | −7,669−35.1% | Reduced |
| Cypress Capital, LLC | 14,220 | $1.94M | 0.50% | +1,208+9.3% | Added |
| Exencial Wealth Advisors, LLC | 14,235 | $1.94M | 0.07% | −914−6.0% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $1.95M | 1.33% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 14,408 | $1.96M | 0.67% | +3,960+37.9% | Added |
| Change Path, LLC | 14,532 | $1.98M | 0.07% | +2,720+23.0% | Added |
| Cooper Financial Group | 14,547 | $1.98M | 0.26% | −2,095−12.6% | Reduced |
| Towercrest Capital Management | 14,579 | $1.99M | 0.32% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 14,593 | $1.99M | 0.04% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 15,142 | $1.99M | 0.19% | +1,743+13.0% | Added |
| Citizens Financial Group Inc | 14,624 | $1.99M | 0.04% | +275+1.9% | Added |
| Carmel Capital Partners, LLC | 14,691 | $2.00M | 0.77% | +2,732+22.8% | Added |
| Vestcor Inc | 14,780 | $2.02M | 0.06% | −7,100−32.4% | Reduced |
| Charter Research & Investment Group, Inc. | 14,795 | $2.02M | 1.49% | +65+0.4% | Added |
| Park Avenue Securities LLC | 14,863 | $2.03M | 0.02% | −1,817−10.9% | Reduced |
| Addison Capital Co | 14,869 | $2.03M | 0.82% | −172−1.1% | Reduced |
| Searle & Co. | 14,871 | $2.03M | 0.51% | −361−2.4% | Reduced |
| Crestline Management, LP | 14,874 | $2.03M | 0.12% | +14,874 | New |
| Van Hulzen Asset Management, LLC | 14,874 | $2.03M | 0.15% | +5,529+59.2% | Added |
| Silvercrest Asset Management Group LLC | 14,879 | $2.03M | 0.01% | +69+0.5% | Added |
| V-Square Quantitative Management LLC | 14,968 | $2.04M | 0.30% | +1,842+14.0% | Added |