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 |
|---|---|---|---|---|---|
| Transcendent Capital Group LLC | 129 | $17.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 130 | $17.7K | 0.01% | −170−56.7% | Reduced |
| Northwest Financial Advisors | 130 | $17.8K | 0.01% | +130 | New |
| Avalon Trust Co | 134 | $18.2K | 0.00% | −469−77.8% | Reduced |
| Tidemark, LLC | 136 | $18.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 140 | $19.1K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 148 | $20.0K | 0.01% | +1+0.7% | Added |
| Live Oak Investment Partners | – | $20.5K | 0.02% | – | – |
| First Financial Corp | 154 | $21.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 154 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 163 | $21.0K | 0.01% | +163 | New |
| WFA of San Diego, LLC | 155 | $21.1K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 160 | $21.8K | 0.01% | +2+1.3% | Added |
| Winch Advisory Services, LLC | 162 | $22.1K | 0.01% | −8−4.7% | Reduced |
| Hobbs Group Advisors, LLC | 163 | $22.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 164 | $22.4K | 0.00% | +81+97.6% | Added |
| GoalVest Advisory LLC | 167 | $22.8K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 11,943 | $23.7K | 0.01% | −24−0.2% | Reduced |
| Beach Investment Counsel Inc | 174 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 177 | $24.1K | 0.00% | −45−20.3% | Reduced |
| Joseph Group Capital Management | 180 | $24.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 181 | $24.7K | 0.02% | −20−10.0% | Reduced |
| Chilton Capital Management LLC | 183 | $25.0K | 0.00% | +41+28.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 186 | $25.4K | 0.00% | +186 | New |
| GPS Wealth Strategies Group, LLC | 189 | $25.8K | 0.00% | −1,972−91.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 190 | $25.9K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 189 | $26.0K | 0.01% | −6−3.1% | Reduced |
| Security National Bank | 200 | $27.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $27.3K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 200 | $27.3K | 0.02% | +2+1.0% | Added |
| Cedar Wealth Management, LLC | 202 | $27.5K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 203 | $27.7K | 0.01% | −163−44.5% | Reduced |
| Crewe Advisors LLC | 209 | $28.5K | 0.00% | −901−81.2% | Reduced |
| Front Row Advisors LLC | 210 | $28.6K | 0.01% | −11−5.0% | Reduced |
| Mascoma Wealth Management LLC | 210 | $28.7K | 0.01% | −54−20.5% | Reduced |
| Wintrust Investments LLC | 217 | $29.0K | 0.02% | −1,591−88.0% | Reduced |
| HBC Financial Services, PLLC | 221 | $29.0K | 0.02% | +2+0.9% | Added |
| True Wealth Design, LLC | 214 | $29.2K | 0.01% | +171+397.7% | Added |
| Stephens Consulting, LLC | 223 | $30.4K | 0.01% | −46−17.1% | Reduced |
| Gen-Wealth Partners Inc | 233 | $31.2K | 0.01% | +17+7.9% | Added |
| Claris Advisors, LLC | 231 | $31.5K | 0.01% | +231 | New |
| Gould Capital, LLC | 232 | $31.6K | 0.02% | −34−12.8% | Reduced |
| Centerpoint Advisors, LLC | 237 | $32.0K | 0.01% | +2+0.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 237 | $32.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 237 | $32.3K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 238 | $32.4K | 0.01% | +238 | New |
| WR Wealth Planners, LLC | 240 | $32.7K | 0.01% | +89+58.9% | Added |
| SIMA Wealth Partners, LLC | 242 | $33.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 242 | $33.0K | 0.01% | +2+0.8% | Added |
| Salomon & Ludwin, LLC | 243 | $33.1K | 0.00% | −15−5.8% | Reduced |
| Princeton Global Asset Management LLC | 246 | $33.5K | 0.01% | +216+720.0% | Added |
| PSI Advisors, LLC | 249 | $33.9K | 0.01% | +200+408.2% | Added |
| Criterion Capital Advisors, LLC | 253 | $34.6K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 260 | $35.0K | 0.00% | +22+9.2% | Added |
| FSA Wealth Management LLC | 262 | $35.7K | 0.01% | +262 | New |
| Founders Capital Management | 270 | $36.8K | 0.02% | −480−64.0% | Reduced |
| REAP Financial Group, LLC | 272 | $37.1K | 0.01% | +16+6.3% | Added |
| Morton Brown Family Wealth, LLC | 276 | $37.6K | 0.01% | −6−2.1% | Reduced |
| Financial Perspectives, Inc | 293 | $39.9K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 300 | $40.9K | 0.01% | +300 | New |
| TruNorth Capital Management, LLC | 305 | $41.6K | 0.01% | +103+51.0% | Added |
| Wiser Advisor Group LLC | 305 | $41.6K | 0.06% | −39−11.3% | Reduced |
| Raffa Wealth Management, LLC | 316 | $43.1K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 320 | $43.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 328 | $44.8K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 335 | $45.7K | 0.03% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 336 | $45.8K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 339 | $46.2K | 0.03% | −44−11.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 343 | $47.0K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 355 | $48.4K | 0.00% | −10,369−96.7% | Reduced |
| Carolinas Wealth Consulting LLC | 356 | $48.5K | 0.01% | −5−1.4% | Reduced |
| Eagle Bay Advisors LLC | 360 | $49.1K | 0.02% | +58+19.2% | Added |
| RE Dickinson Investment Advisors, LLC | 365 | $49.8K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 370 | $50.4K | 0.02% | +370 | New |
| Aster Capital Management (DIFC) Ltd | 380 | $51.8K | 0.01% | +380 | New |
| First Personal Financial Services | 380 | $51.8K | 0.01% | −16−4.0% | Reduced |
| Capital Performance Advisors LLP | 393 | $53.6K | 0.02% | +393 | New |
| Ramirez Asset Management, Inc. | 400 | $54.5K | 0.01% | +100+33.3% | Added |
| Wolff Wiese Magana LLC | 403 | $54.9K | 0.04% | +32+8.6% | Added |
| Essex Investment Management Co LLC | 404 | $55.1K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 428 | $58.4K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 439 | $59.9K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 440 | $60.0K | 0.01% | +1+0.2% | Added |
| Hilltop National Bank | 443 | $60.4K | 0.02% | +35+8.6% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $60.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 446 | $60.8K | 0.01% | −27−5.7% | Reduced |
| Bogart Wealth, LLC | 448 | $61.1K | 0.00% | −25,272−98.3% | Reduced |
| Atticus Wealth Management, LLC | 452 | $61.6K | 0.02% | −3−0.7% | Reduced |
| JNBA Financial Advisors | 454 | $61.9K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 462 | $63.0K | 0.03% | −104−18.4% | Reduced |
| Quent Capital, LLC | 478 | $64.7K | 0.01% | −784−62.1% | Reduced |
| Christopher J. Hasenberg, Inc | 503 | $65.9K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 488 | $66.0K | 0.02% | −27−5.2% | Reduced |
| IMA Wealth, Inc. | 497 | $67.8K | 0.01% | +497 | New |
| Advantage Trust Co | 500 | $68.2K | 0.05% | +500 | New |
| Rakuten Securities, Inc. | 502 | $68.4K | 0.03% | −300−37.4% | Reduced |
| Ashton Thomas Securities, LLC | 516 | $70.4K | 0.01% | +516 | New |
| Fairscale Capital, LLC | 526 | $71.7K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 530 | $72.0K | 0.02% | 00.0% | Unchanged |