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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 14,971 | $2.04M | 0.09% | −7,810−34.3% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $2.05M | 0.18% | +5,000+50.0% | Added |
| CAPROCK Group, Inc. | 15,033 | $2.05M | 0.07% | −44−0.3% | Reduced |
| Erste Asset Management GmbH | 15,296 | $2.05M | 0.02% | −27,324−64.1% | Reduced |
| Tiaa Trust, National Association | 15,091 | $2.06M | 0.01% | −337−2.2% | Reduced |
| Harbour Investment Management LLC | 15,160 | $2.07M | 0.92% | +70+0.5% | Added |
| Trust Co of Toledo NA | 15,230 | $2.08M | 0.28% | +345+2.3% | Added |
| Portside Wealth Group, LLC | 15,264 | $2.08M | 0.36% | +1,580+11.5% | Added |
| Orca Investment Management, LLC | 15,278 | $2.08M | 1.88% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 15,301 | $2.09M | 0.12% | +15,301 | New |
| Paralel Advisors LLC | 15,358 | $2.09M | 0.09% | 00.0% | Unchanged |
| North Star Asset Management Inc | 15,365 | $2.09M | 0.09% | −3,120−16.9% | Reduced |
| Caldwell Trust Co | 15,380 | $2.10M | 0.22% | −757−4.7% | Reduced |
| Sage Mountain Advisors LLC | 15,384 | $2.10M | 0.18% | +2,579+20.1% | Added |
| Wealthfront Advisers LLC | 15,385 | $2.10M | 0.01% | −2,091−12.0% | Reduced |
| Twin Lakes Capital Management, LLC | 15,392 | $2.10M | 1.35% | +102+0.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,492 | $2.11M | 0.98% | +563+3.8% | Added |
| Balyasny Asset Management LLC | 15,521 | $2.12M | 0.01% | +2,391+18.2% | Added |
| B&D White Capital Company, LLC | 15,600 | $2.13M | 0.37% | +7,100+83.5% | Added |
| Wedbush Securities Inc | 15,606 | $2.13M | 0.08% | −3,961−20.2% | Reduced |
| Headinvest, LLC | 15,615 | $2.13M | 0.39% | −1,103−6.6% | Reduced |
| Parallel Advisors, LLC | 15,677 | $2.14M | 0.05% | −2,924−15.7% | Reduced |
| IHT Wealth Management, LLC | 15,770 | $2.14M | 0.06% | +4,085+35.0% | Added |
| Nicholas Hoffman & Company, LLC. | 15,740 | $2.15M | 0.09% | −97−0.6% | Reduced |
| Palisade Asset Management, LLC | 15,743 | $2.15M | 0.21% | −104−0.7% | Reduced |
| Johnson Investment Counsel Inc | 15,786 | $2.15M | 0.02% | −20,199−56.1% | Reduced |
| Groupama Asset Managment | 19,695 | $2.16M | 0.06% | +268+1.4% | Added |
| Rehmann Capital Advisory Group | 15,845 | $2.16M | 0.14% | +229+1.5% | Added |
| Foundations Investment Advisors, LLC | 15,857 | $2.16M | 0.05% | +1,648+11.6% | Added |
| Auxier Asset Management | 15,859 | $2.16M | 0.32% | +377+2.4% | Added |
| Investmark Advisory Group LLC | 15,901 | $2.17M | 1.05% | +507+3.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,918 | $2.17M | 0.04% | −883−5.3% | Reduced |
| Am Investment Strategies LLC | 16,064 | $2.19M | 0.53% | +248+1.6% | Added |
| Greenline Partners, LLC | 16,180 | $2.21M | 0.32% | −153−0.9% | Reduced |
| Plimoth Trust Co LLC | 16,209 | $2.21M | 0.56% | −1,102−6.4% | Reduced |
| Werlinich Asset Management, LLC | 16,350 | $2.23M | 1.29% | +190+1.2% | Added |
| Clearstead Advisors, LLC | 16,377 | $2.23M | 0.03% | −823−4.8% | Reduced |
| SWS Partners | 16,398 | $2.24M | 0.71% | −7,002−29.9% | Reduced |
| Tealwood Asset Management Inc | 16,427 | $2.24M | 0.98% | +16,427 | New |
| Spinnaker Trust | 16,452 | $2.24M | 0.14% | −371−2.2% | Reduced |
| Kinneret Advisory, LLC | 16,475 | $2.25M | 0.21% | −216−1.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 16,484 | $2.25M | 0.56% | +3,467+26.6% | Added |
| Beacon Investment Advisors LLC | 16,571 | $2.26M | 1.07% | +597+3.7% | Added |
| Hennessy Advisors Inc | 16,600 | $2.26M | 0.07% | −400−2.4% | Reduced |
| Perpetual Ltd | 16,602 | $2.26M | 0.02% | +1,873+12.7% | Added |
| WT Wealth Management | 16,685 | $2.27M | 0.72% | +3,175+23.5% | Added |
| Flputnam Investment Management Co | 119,123 | $2.28M | 0.04% | +100,070+525.2% | Added |
| Sculati Wealth Management, LLC | 16,809 | $2.29M | 0.91% | −197−1.2% | Reduced |
| TD Private Client Wealth LLC | 16,812 | $2.29M | 0.07% | −2,351−12.3% | Reduced |
| Redwood Investment Management, LLC | 17,056 | $2.30M | 0.20% | +564+3.4% | Added |
| Miller Investment Management, LP | 16,859 | $2.30M | 0.24% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 16,877 | $2.30M | 0.11% | +3,715+28.2% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.30M | 0.91% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $2.31M | 0.02% | +2,060+13.8% | Added |
| Bonness Enterprises Inc | 17,050 | $2.32M | 0.77% | +2,100+14.0% | Added |
| SkyOak Wealth, LLC | 17,099 | $2.33M | 0.52% | +113+0.7% | Added |
| Twin Capital Management Inc | 17,108 | $2.33M | 0.26% | −195−1.1% | Reduced |
| Pathway Financial Advisers, LLC | 17,126 | $2.33M | 1.06% | +1,207+7.6% | Added |
| Te Ahumairangi Investment Management Ltd | 17,236 | $2.34M | 0.41% | +1,880+12.2% | Added |
| Adams Asset Advisors, LLC | 17,185 | $2.34M | 0.31% | 00.0% | Unchanged |
| Horizon Investments, LLC | 17,249 | $2.35M | 0.06% | +2,890+20.1% | Added |
| Quintet Private Bank (Europe) S.A. | 17,264 | $2.35M | 0.13% | +1,149+7.1% | Added |
| Marks Group Wealth Management, Inc | 17,303 | $2.36M | 0.23% | −59−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 17,314 | $2.36M | 0.17% | −539−3.0% | Reduced |
| Gunn & Co Investment Management, Inc. | 17,350 | $2.37M | 1.63% | −215,064−92.5% | Reduced |
| AE Wealth Management LLC | 17,474 | $2.38M | 0.02% | −11,264−39.2% | Reduced |
| Boomfish Wealth Group, LLC | 17,488 | $2.38M | 1.46% | −1,027−5.5% | Reduced |
| Sunbelt Securities, Inc. | 17,492 | $2.38M | 0.23% | +862+5.2% | Added |
| Hilltop Holdings Inc. | 17,501 | $2.39M | 0.16% | +3,871+28.4% | Added |
| Boyar Asset Management Inc. | 17,507 | $2.39M | 1.54% | +20.0% | Added |
| Redmond Asset Management, LLC | 17,521 | $2.39M | 0.75% | +1,217+7.5% | Added |
| Kennon-Green & Company, LLC | 17,526 | $2.39M | 1.99% | +233+1.3% | Added |
| Palouse Capital Management, Inc. | 17,550 | $2.39M | 1.51% | −769−4.2% | Reduced |
| Zullo Investment Group, Inc. | 17,560 | $2.39M | 0.99% | −66−0.4% | Reduced |
| Cypress Capital Group | 17,565 | $2.39M | 0.27% | +373+2.2% | Added |
| First Trust Investment Solutions L.P. | 17,669 | $2.41M | 0.27% | +15,363+666.2% | Added |
| Pensionmark Financial Group, LLC | 17,675 | $2.41M | 0.08% | +7,836+79.6% | Added |
| Wahed Invest LLC | 17,706 | $2.41M | 0.43% | +1,262+7.7% | Added |
| GYL Financial Synergies, LLC | 17,724 | $2.42M | 0.18% | −40.0% | Reduced |
| GHP Investment Advisors, Inc. | 17,737 | $2.42M | 0.11% | −423−2.3% | Reduced |
| Marion Wealth Management | 17,893 | $2.44M | 0.65% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 17,901 | $2.44M | 0.78% | +17,901 | New |
| Papp L Roy & Associates | 17,941 | $2.45M | 0.30% | −837−4.5% | Reduced |
| JLB & Associates Inc | 17,953 | $2.45M | 0.31% | −1,140−6.0% | Reduced |
| Baxter Bros Inc | 18,003 | $2.45M | 0.32% | −4,427−19.7% | Reduced |
| Aspire Private Capital, LLC | 18,049 | $2.46M | 0.59% | −133−0.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,117 | $2.47M | 0.95% | −13,799−43.2% | Reduced |
| Pure Financial Advisors, Inc. | 18,157 | $2.48M | 0.06% | −152−0.8% | Reduced |
| United Asset Strategies, Inc. | 18,294 | $2.49M | 0.23% | −1,507−7.6% | Reduced |
| Americana Partners, LLC | 18,297 | $2.49M | 0.17% | −329−1.8% | Reduced |
| Cohen Investment Advisors LLC | 18,357 | $2.50M | 1.53% | +3,835+26.4% | Added |
| Arnhold LLC | 18,370 | $2.50M | 0.24% | +11,000+149.3% | Added |
| NBT Bank N A | 18,375 | $2.51M | 0.17% | −251−1.3% | Reduced |
| Radnor Capital Management, LLC | 18,386 | $2.51M | 0.37% | +18,386 | New |
| PYA Waltman Capital, LLC | 18,456 | $2.52M | 0.82% | +1,267+7.4% | Added |
| Wright Investors Service Inc | 18,561 | $2.53M | 0.66% | −270−1.4% | Reduced |
| Millennium Capital Advisors, LLC | 18,634 | $2.54M | 1.66% | −292−1.5% | Reduced |
| Apollon Wealth Management, LLC | 18,638 | $2.54M | 0.07% | +3,552+23.5% | Added |
| Edgestream Partners, L.P. | 18,638 | $2.54M | 0.11% | −37,126−66.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,669 | $2.55M | 0.74% | +1,051+6.0% | Added |