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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 18,684 | $2.55M | 0.20% | −1,025−5.2% | Reduced |
| Fulton Bank, N.A. | 18,686 | $2.55M | 0.10% | +258+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 18,782 | $2.56M | 0.08% | −3,068−14.0% | Reduced |
| Laurel Wealth Advisors LLC | 18,832 | $2.57M | 0.41% | −369−1.9% | Reduced |
| Cary Street Partners Asset Management LLC | 18,883 | $2.57M | 0.34% | −984−5.0% | Reduced |
| New England Research & Management, Inc. | 18,893 | $2.58M | 1.21% | −75−0.4% | Reduced |
| Maltin Wealth Management, Inc. | 18,952 | $2.58M | 1.26% | +342+1.8% | Added |
| Miller Howard Investments Inc | 18,954 | $2.58M | 0.08% | −1,413−6.9% | Reduced |
| Summit Global Investments | 18,982 | $2.59M | 0.16% | −27,750−59.4% | Reduced |
| Beech Hill Advisors, Inc. | 18,998 | $2.59M | 0.98% | +713+3.9% | Added |
| Arete Wealth Advisors, LLC | 19,068 | $2.59M | 0.22% | +7,786+69.0% | Added |
| Vestmark Advisory Solutions, Inc. | 19,028 | $2.59M | 0.10% | −2,288−10.7% | Reduced |
| Northcape Wealth Management, LLC | 19,112 | $2.61M | 0.85% | +582+3.1% | Added |
| Quadrature Capital Ltd | 19,137 | $2.61M | 0.06% | +19,137 | New |
| Courier Capital LLC | 19,201 | $2.62M | 0.18% | −328−1.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,209 | $2.62M | 0.11% | +1,650+9.4% | Added |
| PEAK6 Investments LLC | 19,294 | $2.63M | 0.13% | +19,294 | New |
| AIA Group Ltd | 19,483 | $2.66M | 0.07% | −2,114−9.8% | Reduced |
| Keating Investment Counselors Inc | 19,502 | $2.66M | 0.79% | −125−0.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 19,502 | $2.66M | 1.67% | +5,634+40.6% | Added |
| Sterling Capital Management LLC | 19,571 | $2.67M | 0.03% | +19,571 | New |
| Rockline Wealth Management, LLC | 19,649 | $2.68M | 0.76% | +867+4.6% | Added |
| Procyon Private Wealth Partners, LLC | 19,802 | $2.70M | 0.19% | −402−2.0% | Reduced |
| Coppell Advisory Solutions LLC | 20,158 | $2.71M | 0.40% | +1,343+7.1% | Added |
| Physicians Financial Services, Inc. | 19,897 | $2.71M | 0.84% | −1,349−6.3% | Reduced |
| Exeter Financial, LLC | 19,973 | $2.72M | 1.21% | +2,093+11.7% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.74M | 0.73% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 20,136 | $2.75M | 0.07% | −500−2.4% | Reduced |
| Slagle Financial, LLC | 20,245 | $2.76M | 1.23% | +2,313+12.9% | Added |
| Independence Bank of Kentucky | 20,259 | $2.76M | 0.59% | +3,580+21.5% | Added |
| Diversify Advisory Services, LLC | 21,084 | $2.77M | 0.15% | −2,936−12.2% | Reduced |
| Veriti Management LLC | 20,459 | $2.79M | 0.15% | +5,150+33.6% | Added |
| SAM Advisors, LLC | 20,859 | $2.84M | 1.04% | +20,859 | New |
| National Asset Management, Inc. | 21,281 | $2.85M | 0.08% | −2,924−12.1% | Reduced |
| Alberta Investment Management Corp | 20,900 | $2.85M | 0.02% | +1,100+5.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 20,918 | $2.85M | 0.14% | −93−0.4% | Reduced |
| WBI Investments | 20,922 | $2.85M | 0.69% | +20,922 | New |
| Highland Capital Management, LLC | 21,031 | $2.87M | 0.16% | −1,130−5.1% | Reduced |
| Great Valley Advisor Group, Inc. | 21,048 | $2.87M | 0.07% | −13,658−39.4% | Reduced |
| Perkins Coie Trust Co | 21,266 | $2.90M | 0.64% | +434+2.1% | Added |
| Truvestments Capital LLC | 21,292 | $2.90M | 0.78% | +949+4.7% | Added |
| Paradigm Asset Management Co LLC | 21,324 | $2.91M | 0.76% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 21,330 | $2.91M | 0.35% | +6,168+40.7% | Added |
| Tower Research Capital LLC (TRC) | 21,378 | $2.91M | 0.08% | −4,738−18.1% | Reduced |
| Brookmont Capital Management | 21,476 | $2.93M | 1.51% | −552−2.5% | Reduced |
| Stokes Capital Advisors, LLC | 21,545 | $2.94M | 0.75% | −5,573−20.6% | Reduced |
| Entropy Technologies, LP | 21,574 | $2.94M | 0.31% | +21,574 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 21,688 | $2.96M | 0.21% | −1,838−7.8% | Reduced |
| Atlantic Union Bankshares Corp | 21,721 | $2.96M | 0.17% | −1,037−4.6% | Reduced |
| Deane Retirement Strategies, Inc. | 21,870 | $2.98M | 1.45% | +51+0.2% | Added |
| Ostrum Asset Management | 22,005 | $3.00M | 0.25% | −941−4.1% | Reduced |
| Trilogy Capital Inc. | 22,007 | $3.00M | 0.15% | +2,036+10.2% | Added |
| Jacobi Capital Management LLC | 22,214 | $3.03M | 0.23% | +2,149+10.7% | Added |
| Sovereign Financial Group, Inc. | 22,331 | $3.04M | 0.71% | −63−0.3% | Reduced |
| Arkadios Wealth Advisors | 22,368 | $3.05M | 0.17% | −2,774−11.0% | Reduced |
| Cardinal Capital Management | 22,494 | $3.07M | 0.48% | +676+3.1% | Added |
| Callodine Capital Management, LP | 22,500 | $3.07M | 0.64% | +22,500 | New |
| Dynamic Advisor Solutions LLC | 22,522 | $3.07M | 0.09% | +150+0.7% | Added |
| Old Port Advisors | 22,526 | $3.07M | 0.85% | +12,259+119.4% | Added |
| Sawyer & Company, Inc | 22,626 | $3.08M | 1.14% | −98−0.4% | Reduced |
| Horan Capital Advisors, LLC. | 22,700 | $3.09M | 1.03% | −329−1.4% | Reduced |
| Argent Financial Group, Inc. | 22,735 | $3.10M | 0.37% | +22,735 | New |
| Drucker Wealth 3.0, LLC | 22,801 | $3.11M | 0.75% | +194+0.9% | Added |
| Peloton Wealth Strategists | 22,846 | $3.12M | 1.24% | −1,430−5.9% | Reduced |
| Tilson Financial Group, Inc. | 22,894 | $3.12M | 1.35% | +22,894 | New |
| ProVise Management Group, LLC | 22,940 | $3.13M | 0.25% | +3,245+16.5% | Added |
| Pitcairn Co | 22,980 | $3.13M | 0.19% | −2,249−8.9% | Reduced |
| Ethic Inc. | 21,096 | $3.14M | 0.08% | +1,161+5.8% | Added |
| Alta Capital Management LLC | 23,027 | $3.14M | 0.19% | +1,339+6.2% | Added |
| Venture Visionary Partners LLC | 23,103 | $3.15M | 0.14% | −1,084−4.5% | Reduced |
| Meritage Portfolio Management | 23,119 | $3.15M | 0.19% | −984−4.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,215 | $3.17M | 0.07% | +30.0% | Added |
| Old Point Trust & Financial Services N A | 23,231 | $3.17M | 1.14% | +675+3.0% | Added |
| Schulhoff & Co Inc | 23,357 | $3.18M | 1.33% | −67−0.3% | Reduced |
| Savoie Capital LLC | 23,528 | $3.21M | 0.39% | +6,600+39.0% | Added |
| Nomura Holdings Inc | 23,559 | $3.21M | 0.02% | +16,975+257.8% | Added |
| Bourne Lent Asset Management Inc | 23,659 | $3.23M | 1.22% | +400+1.7% | Added |
| Argyle Capital Management Inc. | 23,733 | $3.24M | 1.29% | −520−2.1% | Reduced |
| McDonald Partners LLC | 23,743 | $3.24M | 0.81% | −2,068−8.0% | Reduced |
| Semmax Financial Advisors Inc. | 24,923 | $3.24M | 0.89% | +1,065+4.5% | Added |
| Jensen Investment Management Inc | 23,814 | $3.25M | 0.03% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 23,900 | $3.26M | 1.80% | −265−1.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 23,937 | $3.26M | 0.70% | −2,005−7.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 24,150 | $3.29M | 1.06% | +20,461+554.6% | Added |
| Investment Management Corp of Ontario | 24,176 | $3.30M | 0.07% | +8,000+49.5% | Added |
| Moss Adams Wealth Advisors LLC | 24,178 | $3.30M | 0.36% | −187−0.8% | Reduced |
| Kingfisher Capital LLC | 24,244 | $3.31M | 0.76% | −2,773−10.3% | Reduced |
| Lecap Asset Management Ltd | 24,466 | $3.34M | 0.72% | +730+3.1% | Added |
| Inspire Trust Co, N.A. | 24,500 | $3.34M | 0.92% | +5,209+27.0% | Added |
| Bristlecone Advisors, LLC | 24,666 | $3.36M | 0.27% | +11,359+85.4% | Added |
| Mather Group, LLC. | 24,797 | $3.38M | 0.04% | −2,800−10.1% | Reduced |
| Independent Investors Inc | 24,811 | $3.38M | 0.69% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 24,896 | $3.39M | 0.04% | −20,178−44.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,899 | $3.39M | 0.18% | −19,243−43.6% | Reduced |
| Empirical Finance, LLC | 24,995 | $3.41M | 0.20% | +525+2.1% | Added |
| Omers Administration Corp | 25,077 | $3.42M | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 25,202 | $3.44M | 1.38% | +566+2.3% | Added |
| Anderson Hoagland & Co | 26,186 | $3.44M | 0.35% | +5,909+29.1% | Added |
| Vident Advisory, LLC | 25,224 | $3.44M | 0.09% | +12,625+100.2% | Added |
| Cypress Wealth Services, LLC | 25,225 | $3.44M | 0.71% | +918+3.8% | Added |