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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 120,618 | $16.4M | 0.19% | +500+0.4% | Added |
| Pinnacle Associates Ltd | 104,731 | $16.5M | 0.28% | +13,473+14.8% | Added |
| British Columbia Investment Management Corp | 121,703 | $16.6M | 0.10% | −17,701−12.7% | Reduced |
| Brown Brothers Harriman & Co | 122,698 | $16.7M | 0.11% | −48,786−28.4% | Reduced |
| Stephens Inc | 122,888 | $16.8M | 0.24% | −30,763−20.0% | Reduced |
| Factory Mutual Insurance Co | 123,700 | $16.9M | 0.17% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 124,070 | $16.9M | 0.01% | +5,956+5.0% | Added |
| Dearborn Partners LLC | 125,195 | $17.1M | 0.69% | −3,338−2.6% | Reduced |
| Eagle Asset Management Inc | 130,482 | $17.3M | 0.09% | +701+0.5% | Added |
| Donald L. Hagan, LLC | 129,485 | $17.7M | 9.01% | −260−0.2% | Reduced |
| Verity & Verity, LLC | 129,551 | $17.7M | 1.73% | +4,054+3.2% | Added |
| River Road Asset Management, LLC | 130,557 | $17.8M | 0.23% | −92,044−41.3% | Reduced |
| Bridgeway Capital Management, LLC | 130,577 | $17.8M | 0.38% | +10,631+8.9% | Added |
| KBC Group NV | 131,085 | $17.9M | 0.05% | +2,263+1.8% | Added |
| 1832 Asset Management L.P. | 131,277 | $17.9M | 0.03% | −17,415−11.7% | Reduced |
| Tamar Securities, LLC | 132,002 | $18.0M | 2.53% | +25,251+23.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 134,801 | $18.4M | 0.43% | −772−0.6% | Reduced |
| TCW Group Inc | 136,185 | $18.6M | 0.16% | −31,846−19.0% | Reduced |
| CIBC Asset Management Inc | 136,914 | $18.7M | 0.06% | +8,377+6.5% | Added |
| Kimelman & Baird, LLC | 137,577 | $18.8M | 1.50% | −1,418−1.0% | Reduced |
| Waters Parkerson & Co., LLC | 137,799 | $18.8M | 0.95% | −4,613−3.2% | Reduced |
| Godsey & Gibb Associates | 138,508 | $18.9M | 1.81% | +3,884+2.9% | Added |
| Candriam Luxembourg S.C.A. | 139,154 | $19.0M | 0.11% | +73,792+112.9% | Added |
| KCM Investment Advisors LLC | 139,441 | $19.0M | 0.64% | −5,400−3.7% | Reduced |
| Modera Wealth Management, LLC | 140,158 | $19.1M | 0.24% | +100+0.1% | Added |
| Ensign Peak Advisors, Inc | 140,408 | $19.1M | 0.03% | −29,495−17.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 140,462 | $19.2M | 0.07% | +14,573+11.6% | Added |
| Allworth Financial LP | 140,851 | $19.2M | 0.12% | +3,200+2.3% | Added |
| Grimes & Company, Inc. | 141,688 | $19.3M | 0.52% | +5,857+4.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 141,906 | $19.3M | 0.06% | +44,379+45.5% | Added |
| Amalgamated Bank | 143,693 | $19.6M | 0.16% | −3,387−2.3% | Reduced |
| IFM Investors Pty Ltd | 146,789 | $20.0M | 0.19% | −295−0.2% | Reduced |
| Benjamin Edwards Inc | 146,811 | $20.0M | 0.29% | +140,823+2,351.8% | Added |
| Evergreen Capital Management LLC | 147,556 | $20.1M | 0.68% | +3,021+2.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 148,905 | $20.3M | 0.09% | +419+0.3% | Added |
| Czech National Bank | 149,220 | $20.3M | 0.21% | +10,227+7.4% | Added |
| Varma Mutual Pension Insurance Co | 151,970 | $20.4M | 0.16% | +32,542+27.2% | Added |
| RSM US Wealth Management LLC | 153,473 | $20.5M | 0.30% | +1,609+1.1% | Added |
| CIBC Private Wealth Group, LLC | 154,667 | $21.1M | 0.04% | −3,469−2.2% | Reduced |
| Jane Street Group, LLC | 154,792 | $21.1M | 0.03% | −113,254−42.3% | Reduced |
| Letko, Brosseau & Associates Inc | 155,202 | $21.2M | 0.38% | −58,575−27.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 159,460 | $21.7M | 0.14% | −753−0.5% | Reduced |
| Retirement Systems of Alabama | 159,503 | $21.7M | 0.08% | −1,394−0.9% | Reduced |
| Andra AP-fonden | 163,183 | $22.2M | 0.33% | +41,000+33.6% | Added |
| Sabal Trust CO | 166,022 | $22.6M | 1.23% | +1,676+1.0% | Added |
| Nwam LLC | 168,071 | $22.9M | 1.40% | +168,071 | New |
| Willis Investment Counsel | 169,801 | $23.2M | 1.50% | +1,343+0.8% | Added |
| UniSuper Management Pty Ltd | 171,099 | $23.3M | 0.18% | +1,853+1.1% | Added |
| Forsta Ap-Fonden | 171,600 | $23.4M | 0.18% | +18,500+12.1% | Added |
| United Services Automobile Association | 175,117 | $23.9M | 0.61% | −56,771−24.5% | Reduced |
| Schroder Investment Management Group | 178,000 | $23.9M | 0.02% | −5,291−2.9% | Reduced |
| Kestra Advisory Services, LLC | 175,596 | $23.9M | 0.13% | +5,044+3.0% | Added |
| Corebridge Financial, Inc. | 176,421 | $24.1M | 0.13% | −4,338−2.4% | Reduced |
| Raymond James Trust N.A. | 176,648 | $24.1M | 0.52% | +2,150+1.2% | Added |
| Jamison Private Wealth Management, Inc. | 176,773 | $24.1M | 3.67% | +2,243+1.3% | Added |
| Interval Partners, LP | 177,038 | $24.1M | 0.69% | +177,038 | New |
| Keybank National Association | 178,305 | $24.3M | 0.09% | −5,281−2.9% | Reduced |
| SpiderRock Advisors, LLC | 180,311 | $24.6M | 0.53% | +48,433+36.7% | Added |
| Delta Asset Management LLC | 180,346 | $24.6M | 2.12% | +880.0% | Added |
| Nisa Investment Advisors, LLC | 180,401 | $24.6M | 0.15% | −208−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 186,590 | $25.5M | 0.06% | −5,600−2.9% | Reduced |
| MetLife Investment Management | 190,411 | $26.0M | 0.15% | −4,135−2.1% | Reduced |
| Zacks Investment Management | 194,574 | $26.5M | 0.23% | +17,737+10.0% | Added |
| Oppenheimer Asset Management Inc. | 196,046 | $26.7M | 0.32% | −859−0.4% | Reduced |
| State of Michigan Retirement System | 199,514 | $27.2M | 0.13% | −200−0.1% | Reduced |
| State of Tennessee, Treasury Department | 201,013 | $27.4M | 0.10% | −31,931−13.7% | Reduced |
| AXA S.A. | 202,300 | $27.6M | 0.08% | −6,947−3.3% | Reduced |
| Nexus Investment Management ULC | 203,055 | $27.7M | 2.71% | +1,830+0.9% | Added |
| D.A. Davidson & Co. | 203,479 | $27.7M | 0.23% | −556−0.3% | Reduced |
| Capital Investment Advisors, LLC | 203,621 | $27.8M | 0.57% | −2,610−1.3% | Reduced |
| Clarkston Capital Partners, LLC | 204,094 | $27.8M | 0.51% | +3,233+1.6% | Added |
| Professional Advisory Services Inc | 204,128 | $27.8M | 3.65% | +15,844+8.4% | Added |
| Blair William & Co | 205,199 | $28.0M | 0.08% | −39,888−16.3% | Reduced |
| Arizona State Retirement System | 209,136 | $28.5M | 0.18% | −1,869−0.9% | Reduced |
| Advisors Asset Management, Inc. | 211,163 | $28.8M | 0.53% | +13,368+6.8% | Added |
| Fidelity National Financial, Inc. | 220,000 | $30.0M | 0.55% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 221,759 | $30.2M | 1.16% | −77,881−26.0% | Reduced |
| Kettle Hill Capital Management, LLC | 222,030 | $30.3M | 7.76% | +222,030 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 222,065 | $30.3M | 0.07% | −227,935−50.7% | Reduced |
| Morningstar Investment Services LLC | 231,677 | $31.1M | 0.32% | −9,560−4.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 229,152 | $31.2M | 0.18% | −3,001−1.3% | Reduced |
| USS Investment Management Ltd | 228,714 | $31.2M | 0.23% | +2,225+1.0% | Added |
| Alps Advisors Inc | 230,447 | $31.4M | 0.21% | +29,857+14.9% | Added |
| Smith Chas P & Associates Pa Cpas | 232,219 | $31.7M | 1.79% | −195−0.1% | Reduced |
| London & Capital Asset Management Ltd | 234,288 | $31.9M | 2.53% | +31,247+15.4% | Added |
| Comerica Bank | 236,217 | $32.2M | 0.13% | −24,576−9.4% | Reduced |
| Creative Planning | 245,539 | $33.4M | 0.03% | +8,320+3.5% | Added |
| Natixis Advisors, L.P. | 249,530 | $34.0M | 0.07% | +71,996+40.6% | Added |
| Gateway Investment Advisers LLC | 249,918 | $34.1M | 0.38% | −17,052−6.4% | Reduced |
| DnB Asset Management AS | 255,348 | $34.8M | 0.16% | +63,364+33.0% | Added |
| Guggenheim Capital LLC | 255,990 | $34.9M | 0.25% | −2,217−0.9% | Reduced |
| Cetera Investment Advisers | 262,605 | $35.8M | 0.08% | −41,903−13.8% | Reduced |
| State of New Jersey Common Pension Fund D | 269,019 | $36.7M | 0.15% | +754+0.3% | Added |
| Janus Henderson Group PLC | 269,498 | $36.7M | 0.02% | +180,519+202.9% | Added |
| Cornerstone Investment Partners, LLC | 270,390 | $36.9M | 1.82% | −27,648−9.3% | Reduced |
| DekaBank Deutsche Girozentrale | 275,038 | $36.9M | 0.07% | +288+0.1% | Added |
| Saturna Capital CORP | 271,495 | $37.0M | 0.48% | −3,302−1.2% | Reduced |
| Asset Management One Co.,Ltd. | 278,713 | $38.0M | 0.14% | +4,981+1.8% | Added |
| Swedbank AB | 280,509 | $38.2M | 0.05% | +7,675+2.8% | Added |
| Mn Services Vermogensbeheer B.V. | 280,799 | $38.3M | 0.27% | −5,100−1.8% | Reduced |