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 |
|---|---|---|---|---|---|
| CX Institutional | 34,434 | $4.69M | 0.21% | −21,268−38.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 34,600 | $4.72M | 0.50% | +34,600 | New |
| Garland Capital Management Inc | 34,615 | $4.72M | 3.63% | −4,525−11.6% | Reduced |
| M&G Plc | 34,897 | $4.75M | 0.02% | −2,793−7.4% | Reduced |
| Stolper Co | 34,920 | $4.76M | 1.56% | +140+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 35,129 | $4.79M | 0.59% | +903+2.6% | Added |
| Bessemer Group Inc | 35,280 | $4.81M | 0.01% | +119+0.3% | Added |
| Bank of New Hampshire | 35,567 | $4.85M | 1.22% | −3,214−8.3% | Reduced |
| New Mexico Educational Retirement Board | 35,662 | $4.86M | 0.16% | −800−2.2% | Reduced |
| EagleClaw Capital Managment, LLC | 35,895 | $4.89M | 0.82% | −1,435−3.8% | Reduced |
| Bridge Creek Capital Management LLC | 36,163 | $4.93M | 1.49% | +2,456+7.3% | Added |
| Banque Cantonale Vaudoise | 36,164 | $4.93M | 0.20% | +6,149+20.5% | Added |
| Bragg Financial Advisors, Inc | 36,219 | $4.94M | 0.20% | +1,898+5.5% | Added |
| Siemens Fonds Invest GmbH | 36,229 | $4.94M | 0.39% | −152−0.4% | Reduced |
| Sky Investment Group LLC | 36,250 | $4.94M | 0.89% | −3,890−9.7% | Reduced |
| Northwest Bancshares, Inc. | 36,290 | $4.95M | 0.84% | −3,843−9.6% | Reduced |
| Advisory Services Network, LLC | 36,231 | $4.96M | 0.10% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 36,544 | $4.98M | 0.72% | +5,829+19.0% | Added |
| Royal Fund Management, LLC | 36,732 | $5.01M | 0.35% | +23,521+178.0% | Added |
| North Star Investment Management Corp. | 36,892 | $5.03M | 0.35% | −1,061−2.8% | Reduced |
| Borer Denton & Associates, Inc. | 37,165 | $5.07M | 1.73% | −1,835−4.7% | Reduced |
| BancorpSouth Bank | 37,214 | $5.07M | 0.35% | +1,111+3.1% | Added |
| Sand Hill Global Advisors, LLC | 37,411 | $5.10M | 0.22% | −625−1.6% | Reduced |
| Community Bank, N.A. | 37,511 | $5.11M | 0.65% | +2,557+7.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 37,630 | $5.13M | 3.15% | −295−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 37,638 | $5.13M | 0.18% | −6,679−15.1% | Reduced |
| Dean Investment Associates, LLC | 37,843 | $5.16M | 0.70% | −2,409−6.0% | Reduced |
| Inlet Private Wealth, LLC | 38,043 | $5.19M | 1.32% | −4,005−9.5% | Reduced |
| Independent Advisor Alliance | 38,437 | $5.24M | 0.19% | −7,788−16.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 39,001 | $5.32M | 0.07% | −7,573−16.3% | Reduced |
| Riverview Capital Advisers, LLC | 39,086 | $5.33M | 1.64% | +300+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 39,396 | $5.37M | 0.03% | +1,266+3.3% | Added |
| Lowe Brockenbrough & Co Inc | 39,573 | $5.40M | 0.34% | −9,304−19.0% | Reduced |
| Tower Bridge Advisors | 39,601 | $5.40M | 0.56% | +737+1.9% | Added |
| CMG Global Holdings, LLC | 39,658 | $5.41M | 3.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 39,730 | $5.42M | 0.17% | −396−1.0% | Reduced |
| Boston Research & Management Inc | 39,836 | $5.43M | 1.25% | +2,983+8.1% | Added |
| Albion Financial Group | 39,964 | $5.45M | 0.38% | +743+1.9% | Added |
| Kingsview Wealth Management, LLC | 39,981 | $5.45M | 0.11% | +19,772+97.8% | Added |
| Viking Fund Management LLC | 40,000 | $5.45M | 0.89% | +10,000+33.3% | Added |
| Crossmark Global Holdings, Inc. | 40,127 | $5.47M | 0.10% | −806−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 39,785 | $5.47M | 0.06% | −3,911−9.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,745 | $5.48M | 0.05% | +378+0.9% | Added |
| Northeast Investment Management | 40,292 | $5.49M | 0.25% | −2,853−6.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 40,313 | $5.50M | 0.86% | +1,680+4.3% | Added |
| Morgan Dempsey Capital Management LLC | 40,435 | $5.51M | 1.89% | −6,383−13.6% | Reduced |
| Securian Asset Management, Inc | 40,513 | $5.52M | 0.16% | −1,369−3.3% | Reduced |
| Fusion Capital, LLC | 40,576 | $5.53M | 2.37% | +3,518+9.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 40,622 | $5.54M | 0.49% | −225−0.6% | Reduced |
| HTLF Bank | 41,063 | $5.60M | 0.61% | −312−0.8% | Reduced |
| Principal Securities, Inc. | 41,075 | $5.60M | 0.14% | +17,963+77.7% | Added |
| Louisiana State Employees Retirement System | 41,200 | $5.62M | 0.10% | −100−0.2% | Reduced |
| Capital Management Corp | 41,393 | $5.64M | 1.00% | +6,716+19.4% | Added |
| Waterfront Wealth Inc. | 41,643 | $5.66M | 1.39% | −42−0.1% | Reduced |
| Iams Wealth Management, LLC | 41,540 | $5.66M | 2.78% | +885+2.2% | Added |
| Rowland & Co Investment Counsel | 41,686 | $5.68M | 1.15% | +1,650+4.1% | Added |
| Maryland State Retirement & Pension System | 41,703 | $5.69M | 0.12% | −15,159−26.7% | Reduced |
| Numerai GP LLC | 41,871 | $5.71M | 1.52% | +39,811+1,932.6% | Added |
| Ironwood Investment Counsel, LLC | 41,922 | $5.72M | 0.95% | +1,236+3.0% | Added |
| Columbia Asset Management | 42,285 | $5.76M | 1.02% | +2,630+6.6% | Added |
| Edmond de Rothschild Holding S.A. | 42,541 | $5.80M | 0.09% | +2,063+5.1% | Added |
| Addenda Capital Inc. | 42,599 | $5.81M | 0.21% | −31,895−42.8% | Reduced |
| Anchor Investment Management, LLC | 42,613 | $5.81M | 0.55% | −4,069−8.7% | Reduced |
| Builder Investment Group Inc | 42,800 | $5.84M | 1.57% | −245−0.6% | Reduced |
| Birch Hill Investment Advisors LLC | 42,865 | $5.84M | 0.27% | −8,397−16.4% | Reduced |
| XML Financial, LLC | 42,994 | $5.86M | 0.54% | +2,140+5.2% | Added |
| Canal Capital Management, LLC | 43,197 | $5.89M | 0.94% | +7,093+19.6% | Added |
| Eagle Rock Investment Company, LLC | 43,360 | $5.91M | 0.99% | +331+0.8% | Added |
| First National Trust Co | 43,434 | $5.92M | 0.23% | +188+0.4% | Added |
| Tocqueville Asset Management L.P. | 43,445 | $5.92M | 0.09% | +13,539+45.3% | Added |
| Haverford Financial Services, Inc. | 43,491 | $5.93M | 1.70% | −10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 43,503 | $5.93M | 0.22% | +4,973+12.9% | Added |
| Sage Capital Advisors,llc | 43,607 | $5.95M | 1.55% | +572+1.3% | Added |
| Signaturefd, LLC | 43,946 | $5.99M | 0.11% | −945−2.1% | Reduced |
| Hi-Line Capital Management, LLC | 43,965 | $5.99M | 2.94% | +43,965 | New |
| Commerce Bank | 44,205 | $6.03M | 0.04% | −10,438−19.1% | Reduced |
| Woodstock Corp | 44,837 | $6.11M | 0.59% | +7,691+20.7% | Added |
| Tritonpoint Wealth, LLC | 45,782 | $6.15M | 0.56% | −46,445−50.4% | Reduced |
| Wambolt & Associates, LLC | 46,190 | $6.16M | 1.68% | +353+0.8% | Added |
| Evercore Wealth Management, LLC | 45,237 | $6.17M | 0.09% | −13,041−22.4% | Reduced |
| Hartford Investment Management Co | 45,983 | $6.27M | 0.21% | −715−1.5% | Reduced |
| Jefferies Financial Group Inc. | 46,101 | $6.29M | 0.10% | +35,842+349.4% | Added |
| Eisler Capital (UK) Ltd. | 46,261 | $6.31M | 1.50% | −29,581−39.0% | Reduced |
| Concurrent Investment Advisors, LLC | 46,434 | $6.33M | 0.19% | −16,707−26.5% | Reduced |
| KMG Fiduciary Partners, LLC | 46,434 | $6.33M | 0.55% | +20,193+77.0% | Added |
| Griffin Asset Management, Inc. | 46,504 | $6.34M | 0.71% | −1,545−3.2% | Reduced |
| Naples Global Advisors, LLC | 46,571 | $6.35M | 0.59% | +1,507+3.3% | Added |
| Koshinski Asset Management, Inc. | 46,698 | $6.37M | 0.55% | −187−0.4% | Reduced |
| Birch Capital Management, LLC | 46,791 | $6.38M | 3.12% | +2,826+6.4% | Added |
| Aquatic Capital Management LLC | 46,800 | $6.38M | 0.17% | −173,300−78.7% | Reduced |
| Huntington National Bank | 46,946 | $6.40M | 0.05% | −6,873−12.8% | Reduced |
| Hendley & Co Inc | 47,004 | $6.41M | 2.23% | −380−0.8% | Reduced |
| Keystone Financial Planning, Inc. | 47,335 | $6.45M | 1.95% | −58−0.1% | Reduced |
| Mizuho Securities USA LLC | 47,499 | $6.48M | 0.14% | −8,744−15.5% | Reduced |
| Wealthcare Advisory Partners LLC | 47,962 | $6.54M | 0.19% | +1,126+2.4% | Added |
| First National Bank of Omaha | 47,983 | $6.54M | 0.42% | −859−1.8% | Reduced |
| Captrust Financial Advisors | 47,988 | $6.54M | 0.02% | −7,160−13.0% | Reduced |
| Linscomb & Williams, Inc. | 48,062 | $6.55M | 0.32% | −7,130−12.9% | Reduced |
| Integrated Wealth Concepts LLC | 48,196 | $6.57M | 0.08% | +662+1.4% | Added |
| JustInvest LLC | 49,604 | $6.76M | 0.11% | +252+0.5% | Added |