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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 50,236 | $6.85M | 0.17% | −4,615−8.4% | Reduced |
| Founders Capital Management, LLC | 50,293 | $6.86M | 1.19% | +17,720+54.4% | Added |
| Northwestern Mutual Wealth Management Co | 50,581 | $6.90M | 0.01% | −18,148−26.4% | Reduced |
| Resources Management Corp | 50,778 | $6.92M | 0.93% | +999+2.0% | Added |
| Level Four Advisory Services, LLC | 51,816 | $6.95M | 0.29% | +39,488+320.3% | Added |
| Kentucky Retirement Systems | 51,031 | $6.96M | 0.21% | −3,934−7.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 51,442 | $7.01M | 1.67% | +9,451+22.5% | Added |
| Lee Danner & Bass Inc | 51,660 | $7.04M | 0.50% | +128+0.2% | Added |
| Guyasuta Investment Advisors Inc | 51,719 | $7.05M | 0.44% | −11,098−17.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 51,815 | $7.06M | 0.02% | −1,351−2.5% | Reduced |
| Miracle Mile Advisors, LLC | 52,392 | $7.14M | 0.17% | +8,834+20.3% | Added |
| Live Oak Private Wealth LLC | 52,854 | $7.21M | 1.17% | +8,800+20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 53,822 | $7.32M | 0.14% | +27,300+102.9% | Added |
| Grace & White Inc | 53,690 | $7.32M | 1.32% | 00.0% | Unchanged |
| Shelton Capital Management | 53,914 | $7.35M | 0.19% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 54,289 | $7.40M | 0.59% | +2,300+4.4% | Added |
| Thompson Siegel & Walmsley LLC | 54,318 | $7.41M | 0.11% | −22,143−29.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 54,837 | $7.48M | 0.07% | −2,846−4.9% | Reduced |
| Tufton Capital Management | 54,837 | $7.48M | 1.40% | +8,519+18.4% | Added |
| Gilbert & Cook, Inc. | 55,559 | $7.57M | 1.04% | −5,149−8.5% | Reduced |
| Texas Yale Capital Corp. | 55,640 | $7.59M | 0.33% | −10,465−15.8% | Reduced |
| Northwest & Ethical Investments L.P. | 55,829 | $7.61M | 0.20% | +17,155+44.4% | Added |
| Romano Brothers and Company | 56,175 | $7.66M | 0.95% | +158+0.3% | Added |
| Lathrop Investment Management Corp | 56,384 | $7.69M | 1.43% | +303+0.5% | Added |
| Executive Wealth Management, LLC | 56,397 | $7.69M | 0.60% | +56,397 | New |
| Lynch & Associates | 56,436 | $7.69M | 1.63% | −1,930−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 56,594 | $7.72M | 0.20% | −2,597−4.4% | Reduced |
| Prospera Financial Services Inc | 56,641 | $7.72M | 0.20% | +1,007+1.8% | Added |
| MAI Capital Management | 57,184 | $7.80M | 0.07% | −7,596−11.7% | Reduced |
| Savant Capital, LLC | 57,536 | $7.84M | 0.07% | +8,326+16.9% | Added |
| Glenview Trust Co | 58,197 | $7.93M | 0.15% | −2,286−3.8% | Reduced |
| Commerzbank Aktiengesellschaft | 58,728 | $8.01M | 0.21% | +12,233+26.3% | Added |
| Gilman Hill Asset Management, LLC | 58,800 | $8.02M | 1.34% | +23,953+68.7% | Added |
| Summit Financial Wealth Advisors, LLC | 59,085 | $8.06M | 1.51% | +3,880+7.0% | Added |
| Bell Bank | 59,094 | $8.06M | 0.95% | +3,103+5.5% | Added |
| Iowa State Bank | 59,648 | $8.13M | 1.67% | −20,681−25.7% | Reduced |
| Sigma Investment Counselors Inc | 59,717 | $8.14M | 0.48% | +200.0% | Added |
| Oppenheimer & Co Inc | 59,768 | $8.15M | 0.12% | +4,406+8.0% | Added |
| Ally Financial Inc. | 60,000 | $8.18M | 0.99% | +7,000+13.2% | Added |
| Snowden Capital Advisors LLC | 60,199 | $8.21M | 0.24% | −6,023−9.1% | Reduced |
| Beacon Pointe Advisors, LLC | 60,338 | $8.23M | 0.09% | −7,297−10.8% | Reduced |
| Wesbanco Bank Inc | 60,381 | $8.23M | 0.28% | −268−0.4% | Reduced |
| Noesis Capital Mangement Corp | 60,467 | $8.24M | 1.64% | −899−1.5% | Reduced |
| Welch & Forbes LLC | 61,096 | $8.33M | 0.11% | −2,173−3.4% | Reduced |
| 9258 Wealth Management, LLC | 61,330 | $8.36M | 1.24% | −1,072−1.7% | Reduced |
| Argent Trust Co | 61,450 | $8.38M | 0.35% | +2,352+4.0% | Added |
| United Advisor Group, LLC | 61,702 | $8.41M | 1.90% | +1,431+2.4% | Added |
| Mackenzie Financial Corp | 62,080 | $8.46M | 0.01% | −3,428−5.2% | Reduced |
| Bleakley Financial Group, LLC | 62,578 | $8.53M | 0.26% | +35,951+135.0% | Added |
| Oregon Public Employees Retirement Fund | 62,674 | $8.54M | 0.16% | +70+0.1% | Added |
| Tredje AP-fonden | 62,794 | $8.56M | 0.08% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 62,953 | $8.58M | 0.02% | +3,416+5.7% | Added |
| Baker Avenue Asset Management, LP | 63,377 | $8.64M | 0.27% | −41,545−39.6% | Reduced |
| GAM Holding AG | 63,513 | $8.66M | 0.69% | +134+0.2% | Added |
| Achmea Investment Management B.V. | 63,839 | $8.70M | 0.14% | −23,360−26.8% | Reduced |
| GTS Securities LLC | 64,002 | $8.73M | 0.18% | −27,440−30.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 64,041 | $8.73M | 0.09% | +6,049+10.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 64,041 | $8.73M | 0.09% | +64,041 | New |
| Sagefield Capital LP | 64,571 | $8.80M | 0.96% | +64,571 | New |
| Stratos Wealth Partners, LTD. | 64,613 | $8.81M | 0.13% | +20,572+46.7% | Added |
| Quantinno Capital Management LP | 64,733 | $8.83M | 0.11% | +23,678+57.7% | Added |
| Associated Banc-Corp | 64,961 | $8.86M | 0.26% | +32,510+100.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 65,059 | $8.87M | 0.25% | +13,820+27.0% | Added |
| Cyndeo Wealth Partners, LLC | 65,131 | $8.88M | 0.62% | +33,509+106.0% | Added |
| Walleye Capital LLC | 65,547 | $8.94M | 0.09% | +28,960+79.2% | Added |
| Abn Amro Investment Solutions | 65,746 | $8.96M | 0.16% | +4,111+6.7% | Added |
| Abner Herrman & Brock LLC | 65,773 | $8.97M | 1.08% | −6,022−8.4% | Reduced |
| Edgar Lomax Co | 66,135 | $9.02M | 0.55% | −1,035−1.5% | Reduced |
| Sowell Financial Services LLC | 66,413 | $9.05M | 0.42% | +9,820+17.4% | Added |
| Hendershot Investments Inc. | 66,436 | $9.06M | 1.23% | +2,944+4.6% | Added |
| Country Club Bank | 67,897 | $9.12M | 0.61% | +11,581+20.6% | Added |
| CIBC World Markets Inc. | 67,466 | $9.20M | 0.02% | −5,374−7.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 68,073 | $9.28M | 0.09% | +11,173+19.6% | Added |
| Advocate Group LLC | 68,384 | $9.32M | 1.69% | +2,608+4.0% | Added |
| Congress Asset Management Co | 69,047 | $9.41M | 0.06% | +984+1.4% | Added |
| Elo Mutual Pension Insurance Co | 69,321 | $9.45M | 0.20% | +8,542+14.1% | Added |
| Allianz SE | 69,459 | $9.47M | 0.26% | +3,130+4.7% | Added |
| Atria Investments LLC | 69,500 | $9.48M | 0.12% | −9,713−12.3% | Reduced |
| TCTC Holdings, LLC | 70,070 | $9.55M | 0.32% | +4,680+7.2% | Added |
| Rafferty Asset Management, LLC | 70,545 | $9.62M | 0.03% | −2,715−3.7% | Reduced |
| Congress Wealth Management LLC | 71,288 | $9.72M | 0.13% | +1,385+2.0% | Added |
| Motley Fool Wealth Management, LLC | 71,500 | $9.75M | 0.49% | −1,596−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 71,909 | $9.80M | 0.18% | −4,407−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 72,395 | $9.87M | 0.14% | −5,159−6.7% | Reduced |
| Daymark Wealth Partners, LLC | 72,395 | $9.87M | 0.42% | +6,383+9.7% | Added |
| J.W. Cole Advisors, Inc. | 72,929 | $9.94M | 0.42% | −7,967−9.8% | Reduced |
| Lido Advisors, LLC | 73,192 | $9.98M | 0.07% | +2,936+4.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 73,726 | $10.1M | 0.02% | +22,044+42.7% | Added |
| Kornitzer Capital Management Inc | 73,961 | $10.1M | 0.19% | −3,380−4.4% | Reduced |
| Zevin Asset Management LLC | 75,058 | $10.2M | 1.58% | −5,278−6.6% | Reduced |
| Armstrong Advisory Group, Inc | 75,146 | $10.2M | 0.85% | −3,820−4.8% | Reduced |
| Empowered Funds, LLC | 75,501 | $10.3M | 0.16% | −38,552−33.8% | Reduced |
| Woodmont Investment Counsel LLC | 75,670 | $10.3M | 0.78% | −847−1.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 77,000 | $10.5M | 0.11% | +24,000+45.3% | Added |
| Davy Global Fund Management Ltd | 77,684 | $10.6M | 1.10% | +10,271+15.2% | Added |
| Olstein Capital Management, L.P. | 78,000 | $10.6M | 1.81% | +10,000+14.7% | Added |
| United Capital Financial Advisers, LLC | 78,493 | $10.7M | 0.09% | −1,769−2.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 79,715 | $10.9M | 2.18% | −5,978−7.0% | Reduced |
| Stonebridge Capital Advisors LLC | 79,906 | $10.9M | 0.89% | +4,603+6.1% | Added |
| Engineers Gate Manager LP | 80,150 | $10.9M | 0.21% | −27,661−25.7% | Reduced |