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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 25,254 | $3.44M | 0.09% | −17,355−40.7% | Reduced |
| Amica Mutual Insurance Co | 25,302 | $3.45M | 0.33% | −9,421−27.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,313 | $3.45M | 0.13% | −19,245−43.2% | Reduced |
| Mediolanum International Funds Ltd | 25,821 | $3.46M | 0.05% | −53,231−67.3% | Reduced |
| Good Life Advisors, LLC | 25,550 | $3.48M | 0.21% | +1,939+8.2% | Added |
| Landscape Capital Management, L.L.C. | 25,751 | $3.51M | 0.36% | +25,751 | New |
| Providence Capital Advisors, LLC | 25,795 | $3.52M | 0.70% | +5,597+27.7% | Added |
| Atwater Malick LLC | 25,822 | $3.52M | 1.13% | −2,586−9.1% | Reduced |
| CWA Asset Management Group, LLC | 25,825 | $3.52M | 0.19% | +25,825 | New |
| McDaniel Terry & Co | 25,886 | $3.53M | 0.30% | −23−0.1% | Reduced |
| NewEdge Wealth, LLC | 25,904 | $3.53M | 0.06% | +432+1.7% | Added |
| Summit Financial, LLC | 25,913 | $3.53M | 0.14% | +5,670+28.0% | Added |
| Stanley-Laman Group, Ltd. | 25,916 | $3.53M | 0.50% | +3,237+14.3% | Added |
| Azimuth Capital Investment Management LLC | 25,956 | $3.54M | 0.14% | +1,231+5.0% | Added |
| Brooks, Moore & Associates, Inc. | 25,980 | $3.54M | 2.09% | +3,641+16.3% | Added |
| Pavion Blue Capital, LLC | 26,029 | $3.55M | 1.65% | +469+1.8% | Added |
| Monarch Capital Management Inc | 26,045 | $3.55M | 0.96% | +3,615+16.1% | Added |
| Brady Family Wealth, LLC | 26,155 | $3.57M | 1.07% | −1,328−4.8% | Reduced |
| Resources Investment Advisors, LLC. | 26,190 | $3.57M | 0.04% | +13,437+105.4% | Added |
| Bokf, NA | 27,341 | $3.57M | 0.06% | −978−3.5% | Reduced |
| TD Waterhouse Canada Inc. | 26,868 | $3.58M | 0.03% | −71,150−72.6% | Reduced |
| FIL Ltd | 26,384 | $3.60M | 0.00% | +4,096+18.4% | Added |
| Pine Valley Investments Ltd Liability Co | 26,457 | $3.61M | 0.25% | +5,444+25.9% | Added |
| Zions Bancorporation, N.A. | 26,459 | $3.61M | 0.26% | −662−2.4% | Reduced |
| Advisory Alpha, LLC | 26,560 | $3.62M | 0.13% | +6,744+34.0% | Added |
| Horrell Capital Management, Inc. | 26,581 | $3.62M | 1.08% | −2,980−10.1% | Reduced |
| Intech Investment Management LLC | 26,584 | $3.62M | 0.04% | −10,059−27.5% | Reduced |
| Opus Investment Management Inc | 26,600 | $3.63M | 2.55% | 00.0% | Unchanged |
| LongView Wealth Management | 26,898 | $3.67M | 1.17% | −82−0.3% | Reduced |
| Prudential PLC | 27,106 | $3.70M | 0.02% | −6,311−18.9% | Reduced |
| Northwest Investment Counselors, LLC | 27,116 | $3.70M | 0.84% | +419+1.6% | Added |
| Hallmark Capital Management Inc | 27,319 | $3.72M | 0.28% | +1,317+5.1% | Added |
| Stock Yards Bank & Trust Co | 27,404 | $3.74M | 0.12% | −2,673−8.9% | Reduced |
| Beacon Financial Group | 27,732 | $3.78M | 0.41% | −64−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 27,757 | $3.78M | 0.11% | +3,922+16.5% | Added |
| Murphy Pohlad Asset Management LLC | 27,779 | $3.79M | 1.57% | +535+2.0% | Added |
| Vinva Investment Management Ltd | 28,368 | $3.81M | 0.17% | −1,206−4.1% | Reduced |
| Culbertson A N & Co Inc | 27,981 | $3.81M | 0.61% | −815−2.8% | Reduced |
| Motco | 27,989 | $3.82M | 0.38% | −1,389−4.7% | Reduced |
| HighPoint Advisor Group LLC | 28,517 | $3.82M | 0.22% | −845−2.9% | Reduced |
| Los Angeles Capital Management LLC | 28,212 | $3.85M | 0.02% | −47,868−62.9% | Reduced |
| Lakeview Capital Partners, LLC | 28,281 | $3.86M | 0.61% | +1,815+6.9% | Added |
| William Allan, LLC | 28,379 | $3.87M | 2.40% | +831+3.0% | Added |
| Klingenstein Fields & Co LP | 28,413 | $3.87M | 0.15% | −125,744−81.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 28,456 | $3.88M | 1.15% | +1,859+7.0% | Added |
| Mattern Capital Management, LLC | 28,507 | $3.89M | 0.49% | −8,477−22.9% | Reduced |
| Benin Management CORP | 28,590 | $3.90M | 1.10% | +1,382+5.1% | Added |
| Kovitz Investment Group Partners, LLC | 34,272 | $3.90M | 0.03% | +15,779+85.3% | Added |
| Pinkerton Retirement Specialists, LLC | 28,884 | $3.94M | 0.57% | +1,547+5.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,014 | $3.96M | 0.10% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 29,899 | $3.97M | 2.04% | +29,899 | New |
| Kesler, Norman & Wride, LLC | 29,130 | $3.97M | 0.78% | −4,297−12.9% | Reduced |
| Financial Partners Group, LLC | 29,131 | $3.97M | 1.49% | +2,812+10.7% | Added |
| Cohen Klingenstein LLC | 29,178 | $3.98M | 0.14% | −804−2.7% | Reduced |
| Perigon Wealth Management, LLC | 29,197 | $3.98M | 0.11% | +5,566+23.6% | Added |
| Mutual Advisors, LLC | 28,865 | $3.99M | 0.12% | +7,524+35.3% | Added |
| Acadian Asset Management LLC | 29,353 | $4.00M | 0.01% | −43,514−59.7% | Reduced |
| Farmers & Merchants Investments Inc | 29,348 | $4.00M | 0.12% | +216+0.7% | Added |
| Martin Capital Partners, LLC | 29,506 | $4.02M | 1.99% | −9,302−24.0% | Reduced |
| Cox Capital Mgt LLC | 29,537 | $4.03M | 2.41% | −702−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 29,611 | $4.04M | 0.10% | −1,800−5.7% | Reduced |
| Umb Bank N A | 29,778 | $4.06M | 0.06% | −7,401−19.9% | Reduced |
| Metis Global Partners, LLC | 29,851 | $4.07M | 0.13% | +221+0.7% | Added |
| Vision Capital Management, Inc. | 29,997 | $4.09M | 0.58% | +745+2.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 30,300 | $4.13M | 0.04% | −3,378−10.0% | Reduced |
| Summitry LLC | 30,442 | $4.15M | 0.20% | +3,265+12.0% | Added |
| Investment House LLC | 30,700 | $4.19M | 0.23% | −13,610−30.7% | Reduced |
| Norinchukin Bank, The | 30,806 | $4.20M | 0.10% | +4,728+18.1% | Added |
| Commonwealth Retirement Investments LLC | 30,841 | $4.20M | 1.76% | +1,256+4.2% | Added |
| GLOBALT Investments LLC | 31,024 | $4.23M | 0.16% | −921−2.9% | Reduced |
| tru Independence LLC | 31,035 | $4.23M | 1.24% | −1,524−4.7% | Reduced |
| Whittier Trust Co | 31,081 | $4.24M | 0.06% | −3,196−9.3% | Reduced |
| NewSquare Capital LLC | 31,684 | $4.26M | 0.34% | −621−1.9% | Reduced |
| Mizuho Markets Americas LLC | 31,249 | $4.26M | 0.10% | +28,589+1,074.8% | Added |
| Vaughan David Investments LLC | 31,448 | $4.29M | 0.10% | +100.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,559 | $4.30M | 0.98% | −299−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 31,769 | $4.33M | 0.19% | +28,533+881.7% | Added |
| Ci Investments Inc. | 31,905 | $4.35M | 0.02% | +3,023+10.5% | Added |
| NEOS Investment Management LLC | 32,033 | $4.37M | 0.13% | +6,496+25.4% | Added |
| Strategic Wealth Designers | 32,776 | $4.37M | 0.47% | +30,603+1,408.3% | Added |
| Cornerstone Advisors, LLC | 32,100 | $4.38M | 0.17% | 00.0% | Unchanged |
| Skylands Capital, LLC | 32,275 | $4.40M | 0.60% | +11,150+52.8% | Added |
| Public Sector Pension Investment Board | 32,289 | $4.40M | 0.02% | +4,100+14.5% | Added |
| EP Wealth Advisors, LLC | 32,376 | $4.41M | 0.04% | +5,433+20.2% | Added |
| HB Wealth Management, LLC | 32,923 | $4.49M | 0.05% | −3,791−10.3% | Reduced |
| Penn Davis McFarland Inc | 33,029 | $4.50M | 0.51% | +33,029 | New |
| Massmutual Trust Co FSB | 33,211 | $4.53M | 0.13% | −1,942−5.5% | Reduced |
| Rench Wealth Management, Inc. | 33,414 | $4.56M | 1.56% | +376+1.1% | Added |
| Dorsey & Whitney Trust CO LLC | 33,424 | $4.56M | 0.24% | +7,651+29.7% | Added |
| Principal Street Partners, LLC | 33,554 | $4.57M | 0.75% | −8,195−19.6% | Reduced |
| Soltis Investment Advisors LLC | 33,580 | $4.58M | 0.45% | +1,719+5.4% | Added |
| MainStreet Investment Advisors LLC | 33,615 | $4.58M | 0.61% | −1,689−4.8% | Reduced |
| TrueMark Investments, LLC | 33,763 | $4.60M | 1.48% | +33,763 | New |
| Bryn Mawr Trust Co | 33,777 | $4.61M | 0.08% | +8,097+31.5% | Added |
| Hodges Capital Management Inc. | 33,905 | $4.62M | 0.30% | +31,266+1,184.8% | Added |
| LGT Group Foundation | 34,842 | $4.63M | 0.08% | −81−0.2% | Reduced |
| Torray LLC | 34,176 | $4.66M | 0.65% | +3,878+12.8% | Added |
| Toroso Investments, LLC | 34,255 | $4.67M | 0.05% | +7,240+26.8% | Added |
| PDS Planning, Inc | 34,256 | $4.67M | 0.42% | −418−1.2% | Reduced |
| Hantz Financial Services, Inc. | 34,287 | $4.67M | 0.08% | −12,730−27.1% | Reduced |