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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.

Institutional holdersQ3 2024: 2,169 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2024: $69.9B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
SYSTM Wealth Solutions LLC0$00.00%−18,348−100.0%Sold out
Versor Investments LP0$00.00%−16,077−100.0%Sold out
Shoker Investment Counsel, Inc.0$00.00%−16,061−100.0%Sold out
Axq Capital, LP0$00.00%−14,069−100.0%Sold out
Little House Capital LLC0$00.00%−13,845−100.0%Sold out
Herbst Group, LLC0$00.00%−13,590−100.0%Sold out
Gries Financial LLC0$00.00%−13,508−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−13,168−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−12,299−100.0%Sold out
Slow Capital, Inc.0$00.00%−12,075−100.0%Sold out
Stevens Capital Management LP0$00.00%−11,953−100.0%Sold out
Independent Solutions Wealth Management, LLC0$00.00%−11,707−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−10,500−100.0%Sold out
Paloma Partners Management Co0$00.00%−9,850−100.0%Sold out
Mirabaud Asset Management Ltd0$00.00%−9,036−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−8,419−100.0%Sold out
Eisler Capital (US) LLC0$00.00%−8,356−100.0%Sold out
Oxford Asset Management LLP0$00.00%−7,841−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−7,163−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−6,701−100.0%Sold out
Barden Capital Management, Inc.0$00.00%−6,121−100.0%Sold out
Virtu Financial LLC0$00.00%−6,022−100.0%Sold out
Hilltop Partners LLC0$00.00%−5,962−100.0%Sold out
Symmetry Partners, LLC0$00.00%−5,830−100.0%Sold out
Winton Group Ltd0$00.00%−5,680−100.0%Sold out
Fortem Financial Group, LLC0$00.00%−5,413−100.0%Sold out
IFG Advisory, LLC0$00.00%−5,228−100.0%Sold out
Garda Capital Partners LP0$00.00%−5,210−100.0%Sold out
MQS Management LLC0$00.00%−5,199−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−5,182−100.0%Sold out
Burford Brothers, Inc.0$00.00%−4,560−100.0%Sold out
Donoghue Forlines LLC0$00.00%−4,433−100.0%Sold out
GM Advisory Group, Inc.0$00.00%−4,184−100.0%Sold out
AXS Investments LLC0$00.00%−3,736−100.0%Sold out
Laurion Capital Management LP0$00.00%−3,731−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−3,510−100.0%Sold out
Keebeck Alpha, LP0$00.00%−3,430−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,381−100.0%Sold out
Range Financial Group LLC0$00.00%−3,341−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−3,146−100.0%Sold out
W.H. Cornerstone Investments Inc.0$00.00%−3,084−100.0%Sold out
Curbstone Financial Management Corp0$00.00%−3,028−100.0%Sold out
Terry L. Blaker0$00.00%−2,986−100.0%Sold out
XTX Topco Ltd0$00.00%−2,978−100.0%Sold out
Qtron Investments LLC0$00.00%−2,976−100.0%Sold out
Mill Creek Capital Advisors, LLC0$00.00%−2,948−100.0%Sold out
D.B. Root & Company, LLC0$00.00%−2,802−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−2,649−100.0%Sold out
Fiduciary Financial Group, LLC0$00.00%−2,456−100.0%Sold out
Kades & Cheifetz LLC0$00.00%−2,606−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−1,956−100.0%Sold out
Gouws Capital LLC0$00.00%−2,500−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−2,402−100.0%Sold out
Vicus Capital0$00.00%−2,189−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,182−100.0%Sold out
Covenant Partners, LLC0$00.00%−2,156−100.0%Sold out
RMB Capital Management, LLC0$00.00%−2,130−100.0%Sold out
Great Diamond Partners, LLC0$00.00%−2,098−100.0%Sold out
Alpha Financial Partners, LLC0$00.00%−2,039−100.0%Sold out
Burney Co0$00.00%−2,022−100.0%Sold out
Allstate Corp0$00.00%−2,011−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−2,000−100.0%Sold out
Gateway Advisory, LLC0$00.00%−1,944−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−1,787−100.0%Sold out
PFG Advisors0$00.00%−1,769−100.0%Sold out
Ariston Services Group0$00.00%−1,710−100.0%Sold out
Corton Capital Inc.0$00.00%−1,709−100.0%Sold out
McRae Capital Management Inc0$00.00%−1,687−100.0%Sold out
Integrity Wealth Solutions LLC0$00.00%−1,661−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−1,655−100.0%Sold out
Strait & Sound Wealth Management LLC0$00.00%−1,603−100.0%Sold out
Stablepoint Partners, LLC0$00.00%−1,698−100.0%Sold out
Security National Bank of So Dak0$00.00%−1,571−100.0%Sold out
Core Wealth Partners LLC0$00.00%−1,556−100.0%Sold out
West Family Investments, Inc.0$00.00%−1,554−100.0%Sold out
Fort Sheridan Advisors LLC0$00.00%−1,515−100.0%Sold out
Ferguson Wellman Capital Management, Inc0$00.00%−1,505−100.0%Sold out
M. Kraus & Co0$00.00%−1,482−100.0%Sold out
Hudock, Inc.0$00.00%−1,477−100.0%Sold out
LifePro Asset Management0$00.00%−1,471−100.0%Sold out
Ridgecrest Wealth Partners, LLC0$00.00%−1,463−100.0%Sold out
Chris Bulman Inc0$00.00%−1,041−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−868−100.0%Sold out
RFP Financial Group LLC0$00.00%−902−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−800−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−798−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−745−100.0%Sold out
Family Firm, Inc.0$00.00%−730−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−552−100.0%Sold out
Register Financial Advisors LLC0$00.00%−597−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−591−100.0%Sold out
Quarry LP0$00.00%−537−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−446−100.0%Sold out
Macroview Investment Management LLC0$00.00%−384−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−370−100.0%Sold out
Kelly Financial Services LLC0$00.00%−238−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−121−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−120−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−111−100.0%Sold out
HWG Holdings LP0$00.00%−100−100.0%Sold out