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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 80,251 | $10.9M | 0.67% | +17,998+28.9% | Added |
| CapWealth Advisors, LLC | 80,562 | $11.0M | 1.20% | +7,331+10.0% | Added |
| Assetmark, Inc | 80,886 | $11.0M | 0.03% | +5,068+6.7% | Added |
| Mairs & Power Inc | 81,144 | $11.1M | 0.10% | −28,832−26.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 81,843 | $11.2M | 0.36% | +64,163+362.9% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $11.2M | 2.96% | 00.0% | Unchanged |
| Adviser Investments LLC | 81,942 | $11.2M | 0.14% | +1,065+1.3% | Added |
| Heritage Investors Management Corp | 81,941 | $11.2M | 0.37% | −405−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 82,000 | $11.2M | 0.07% | −5,160−5.9% | Reduced |
| South Dakota Investment Council | 82,450 | $11.2M | 0.22% | +10,700+14.9% | Added |
| TownSquare Capital, LLC | 82,858 | $11.3M | 0.14% | +5,444+7.0% | Added |
| Moneta Group Investment Advisors LLC | 83,069 | $11.3M | 0.16% | +172+0.2% | Added |
| Peapack Gladstone Financial Corp | 83,104 | $11.3M | 0.16% | +11,305+15.7% | Added |
| Brinker Capital Investments, LLC | 83,877 | $11.4M | 0.11% | −4,095−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 83,877 | $11.4M | 0.11% | −4,095−4.7% | Reduced |
| United Bank | 84,233 | $11.5M | 1.34% | +3,377+4.2% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $11.5M | 8.88% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 84,935 | $11.6M | 0.21% | −284−0.3% | Reduced |
| CWM, LLC | 85,536 | $11.7M | 0.05% | +1,378+1.6% | Added |
| Charter Trust Co | 85,695 | $11.7M | 0.75% | −615−0.7% | Reduced |
| FORA Capital, LLC | 86,146 | $11.7M | 1.38% | +22,516+35.4% | Added |
| Teacher Retirement System of Texas | 86,728 | $11.8M | 0.06% | −16,708−16.2% | Reduced |
| Logan Capital Management Inc | 87,069 | $11.9M | 0.49% | +9,250+11.9% | Added |
| Synovus Financial Corp | 87,531 | $11.9M | 0.14% | +6,941+8.6% | Added |
| Jacobs & Co | 88,055 | $12.0M | 1.20% | +1,981+2.3% | Added |
| NorthCrest Asset Manangement, LLC | 88,145 | $12.0M | 0.36% | +1,380+1.6% | Added |
| Nissay Asset Management Corp | 88,239 | $12.0M | 0.08% | +1,079+1.2% | Added |
| Janney Capital Management LLC | 88,435 | $12.1M | 0.81% | −258−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 88,651 | $12.1M | 0.23% | +1,877+2.2% | Added |
| Mutual of America Capital Management LLC | 90,218 | $12.3M | 0.13% | −1,803−2.0% | Reduced |
| Mercer Global Advisors Inc | 92,464 | $12.3M | 0.03% | −15,429−14.3% | Reduced |
| Hengehold Capital Management LLC | 90,487 | $12.3M | 1.17% | +66,752+281.2% | Added |
| Vontobel Holding Ltd. | 90,838 | $12.4M | 0.04% | −26,925−22.9% | Reduced |
| APG Asset Management N.V. | 101,694 | $12.4M | 0.08% | −370,827−78.5% | Reduced |
| Daiwa Securities Group Inc. | 91,262 | $12.4M | 0.06% | +9,898+12.2% | Added |
| Westshore Wealth, LLC | 91,269 | $12.4M | 5.09% | −73,755−44.7% | Reduced |
| Pinnacle Financial Partners Inc | 91,890 | $12.5M | 0.25% | −626−0.7% | Reduced |
| Cullinan Associates Inc | 95,921 | $12.6M | 0.71% | −7,389−7.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 92,608 | $12.6M | 0.13% | +92,608 | New |
| Cresset Asset Management, LLC | 92,621 | $12.6M | 0.05% | +6,511+7.6% | Added |
| Neuberger Berman Group LLC | 92,946 | $12.7M | 0.01% | −143,433−60.7% | Reduced |
| ProShare Advisors LLC | 93,436 | $12.7M | 0.03% | −7,991−7.9% | Reduced |
| GWM Advisors LLC | 93,578 | $12.8M | 0.08% | −9,507−9.2% | Reduced |
| Miramar Capital, LLC | 93,693 | $12.8M | 2.98% | −483−0.5% | Reduced |
| Southern Capital Advisors, LLC | 93,705 | $12.8M | 7.19% | −2,745−2.8% | Reduced |
| Wedge Capital Management L L P | 95,145 | $13.0M | 0.22% | +95,145 | New |
| Telos Capital Management, Inc. | 95,478 | $13.0M | 1.37% | −237−0.2% | Reduced |
| Pathstone Holdings, LLC | 96,391 | $13.1M | 0.06% | −5,723−5.6% | Reduced |
| Loomis Sayles & Co L P | 97,712 | $13.3M | 0.02% | +36,091+58.6% | Added |
| ING Groep NV | 97,976 | $13.4M | 0.08% | +35,116+55.9% | Added |
| Brookstone Capital Management | 98,182 | $13.4M | 0.20% | +5,454+5.9% | Added |
| Everett Harris & Co | 98,231 | $13.4M | 0.17% | −1,391−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,238 | $13.4M | 0.14% | +3,433+3.6% | Added |
| QRG Capital Management, Inc. | 98,784 | $13.5M | 0.15% | +682+0.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 98,902 | $13.5M | 0.03% | −4,574−4.4% | Reduced |
| CIBC World Markets Corp | 99,268 | $13.5M | 0.10% | +5,313+5.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 100,055 | $13.6M | 1.49% | +6,708+7.2% | Added |
| Public Employees Retirement Association of Colorado | 100,324 | $13.7M | 0.05% | +67+0.1% | Added |
| Madison Asset Management, LLC | 100,375 | $13.7M | 0.15% | −2,583−2.5% | Reduced |
| State of Alaska, Department of Revenue | 100,581 | $13.7M | 0.15% | −3,415−3.3% | Reduced |
| Sequoia Financial Advisors, LLC | 100,573 | $13.7M | 0.15% | −10,857−9.7% | Reduced |
| Isthmus Partners, LLC | 101,147 | $13.8M | 1.64% | +3,090+3.2% | Added |
| Canada Pension Plan Investment Board | 101,511 | $13.8M | 0.01% | −156,463−60.7% | Reduced |
| Fullcircle Wealth LLC | 102,277 | $13.8M | 6.21% | −7,013−6.4% | Reduced |
| Intact Investment Management Inc. | 102,510 | $14.0M | 0.46% | +18,650+22.2% | Added |
| Greatmark Investment Partners, Inc. | 102,611 | $14.0M | 1.90% | +6,845+7.1% | Added |
| Xponance, Inc. | 102,806 | $14.0M | 0.14% | +2,599+2.6% | Added |
| Washington Trust Advisors, Inc. | 103,323 | $14.1M | 1.21% | −7,829−7.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 103,515 | $14.1M | 0.02% | +29,657+40.2% | Added |
| Brown Advisory Inc | 104,063 | $14.2M | 0.02% | −6,733−6.1% | Reduced |
| Private Advisor Group, LLC | 104,868 | $14.3M | 0.09% | +466+0.4% | Added |
| Jones Financial Companies LLLP | 106,793 | $14.3M | 0.01% | +64,819+154.4% | Added |
| Yousif Capital Management, LLC | 105,799 | $14.4M | 0.16% | +392+0.4% | Added |
| First Manhattan Co | 105,882 | $14.4M | 0.04% | −31,650−23.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 107,237 | $14.6M | 0.12% | −119,945−52.8% | Reduced |
| Scotia Capital Inc. | 107,357 | $14.6M | 0.08% | −6,195−5.5% | Reduced |
| La Banque Postale Asset Management SA | 108,302 | $14.8M | 0.22% | +29,726+37.8% | Added |
| New York Life Investment Management LLC | 108,373 | $14.8M | 0.14% | −2,873−2.6% | Reduced |
| AMF Pensionsforsakring AB | 108,360 | $14.8M | 0.11% | +30,815+39.7% | Added |
| DDD Partners, LLC | 108,947 | $14.9M | 1.61% | −5,295−4.6% | Reduced |
| Biechele Royce Advisors | 109,205 | $14.9M | 4.91% | +8,393+8.3% | Added |
| Marcum Wealth, LLC | 109,215 | $14.9M | 1.38% | −558−0.5% | Reduced |
| Drexel Morgan & Co. | 109,765 | $15.0M | 2.78% | +109,765 | New |
| Regions Financial Corp | 109,822 | $15.0M | 0.11% | −10,103−8.4% | Reduced |
| Sanctuary Advisors, LLC | 113,355 | $15.3M | 0.10% | −24,246−17.6% | Reduced |
| Marco Investment Management LLC | 112,632 | $15.4M | 1.33% | +2,800+2.5% | Added |
| Prio Wealth Limited Partnership | 112,812 | $15.4M | 0.45% | −7,328−6.1% | Reduced |
| Fifth Third Bancorp | 112,906 | $15.4M | 0.06% | −20,965−15.7% | Reduced |
| Trillium Asset Management, LLC | 113,003 | $15.4M | 0.38% | −69,493−38.1% | Reduced |
| Credit Agricole S A | 114,428 | $15.6M | 0.08% | +1,500+1.3% | Added |
| First Long Island Investors, LLC | 114,808 | $15.7M | 1.23% | −614−0.5% | Reduced |
| Bank of Nova Scotia | 116,011 | $15.8M | 0.03% | +31,500+37.3% | Added |
| Allianz Asset Management GmbH | 116,285 | $15.9M | 0.02% | −33,308−22.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 116,415 | $15.9M | 0.56% | +11,819+11.3% | Added |
| Wilkins Investment Counsel Inc | 116,548 | $15.9M | 2.20% | +25,132+27.5% | Added |
| Financial Counselors Inc | 117,617 | $16.0M | 0.24% | +2,584+2.2% | Added |
| MML Investors Services, LLC | 117,860 | $16.1M | 0.06% | −11,714−9.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 118,652 | $16.2M | 1.10% | +55,198+87.0% | Added |
| Mayar Capital Ltd. | 118,688 | $16.2M | 15.73% | +13,200+12.5% | Added |
| Calamos Advisors LLC | 119,031 | $16.2M | 0.08% | −2,920−2.4% | Reduced |