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 |
|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 532 | $72.5K | 0.03% | +7+1.3% | Added |
| TFC Financial Management | 543 | $74.1K | 0.01% | −39−6.7% | Reduced |
| Baldwin Brothers Inc | 547 | $74.6K | 0.01% | −64−10.5% | Reduced |
| Kennebec Savings Bank | 552 | $75.3K | 0.07% | +552 | New |
| Operose Advisors LLC | 567 | $77.3K | 0.03% | −115−16.9% | Reduced |
| Arlington Trust Co LLC | 570 | $77.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 594 | $81.0K | 0.01% | −272−31.4% | Reduced |
| Hall Laurie J Trustee | 600 | $82.0K | 0.03% | −850−58.6% | Reduced |
| M&R Capital Management Inc | 619 | $84.3K | 0.02% | +12+2.0% | Added |
| IAG Wealth Partners, LLC | 640 | $87.3K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 649 | $88.5K | 0.00% | +649 | New |
| Millburn Ridgefield Corp | 686 | $93.5K | 0.00% | +686 | New |
| Toth Financial Advisory Corp | 709 | $96.6K | 0.01% | −113−13.7% | Reduced |
| First Command Advisory Services, Inc. | 720 | $98.2K | 0.00% | +70+10.8% | Added |
| Global Financial Private Client, LLC | 744 | $101.4K | 0.04% | +136+22.4% | Added |
| Accent Capital Management, LLC | 770 | $105.0K | 0.06% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 774 | $105.5K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 780 | $106.3K | 0.05% | −52−6.3% | Reduced |
| Webster Bank, N. A. | 781 | $106.5K | 0.01% | −7−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 800 | $109.1K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 825 | $109.4K | 0.01% | +131+18.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 809 | $110.3K | 0.06% | +286+54.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $110.4K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 825 | $112.5K | 0.06% | −312−27.4% | Reduced |
| Westside Investment Management, Inc. | 836 | $114.0K | 0.02% | −20−2.3% | Reduced |
| First Pacific Financial | 842 | $114.8K | 0.03% | +1+0.1% | Added |
| General Partner, Inc. | 842 | $114.8K | 0.07% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 866 | $118.1K | 0.02% | +866 | New |
| Asset Dedication, LLC | 880 | $120.0K | 0.01% | −261−22.9% | Reduced |
| Monetary Management Group Inc | 896 | $122.2K | 0.03% | +150+20.1% | Added |
| Key Financial Inc | 899 | $122.6K | 0.03% | −78−8.0% | Reduced |
| First PREMIER Bank | 900 | $123.0K | 0.03% | −95−9.5% | Reduced |
| Y.D. More Investments Ltd | 907 | $123.7K | 0.01% | −106−10.5% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $125.0K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 960 | $130.9K | 0.10% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $136.3K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,020 | $139.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,024 | $140.0K | 0.09% | −44−4.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,028 | $140.2K | 0.02% | +21+2.1% | Added |
| Rosenberg Matthew Hamilton | 1,038 | $141.5K | 0.04% | −58−5.3% | Reduced |
| Bellevue Asset Management, LLC | 1,059 | $144.4K | 0.07% | −98−8.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,077 | $147.0K | 0.08% | +126+13.2% | Added |
| Creekmur Asset Management LLC | 1,079 | $147.1K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,080 | $147.3K | 0.05% | −20−1.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,083 | $147.7K | 0.00% | +1,083 | New |
| Capital Advisors, Ltd. LLC | 1,090 | $149.0K | 0.02% | +44+4.2% | Added |
| MCF Advisors LLC | 1,114 | $151.8K | 0.01% | +271+32.1% | Added |
| Bruce G. Allen Investments, LLC | 1,145 | $156.1K | 0.12% | −144−11.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $157.9K | 0.00% | −352,979−99.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $163.6K | 0.01% | +1,200 | New |
| Hazlett, Burt & Watson, Inc. | 1,216 | $164.0K | 0.08% | +237+24.2% | Added |
| Atlantic Trust, LLC | 1,211 | $165.1K | 0.04% | +16+1.3% | Added |
| Sugarloaf Wealth Management, LLC | 1,228 | $167.4K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,240 | $169.1K | 0.14% | −59−4.5% | Reduced |
| Peterson Wealth Services | 1,251 | $170.5K | 0.05% | +1,251 | New |
| Glass Jacobson Investment Advisors llc | 1,255 | $171.1K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,260 | $171.8K | 0.02% | −151−10.7% | Reduced |
| Missouri Trust & Investment Co | 1,285 | $175.2K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,290 | $175.9K | 0.05% | +36+2.9% | Added |
| Tobam | 1,299 | $177.0K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,348 | $183.7K | 0.04% | +17+1.3% | Added |
| Vestor Capital, LLC | 1,365 | $186.0K | 0.01% | −164−10.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,376 | $187.6K | 0.03% | +79+6.1% | Added |
| Chesapeake Asset Management LLC | 1,391 | $189.6K | 0.16% | −510−26.8% | Reduced |
| Payden & Rygel | 1,400 | $191.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,419 | $193.5K | 0.09% | −253−15.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,421 | $194.0K | 0.07% | −1,285−47.5% | Reduced |
| Trust Co | 1,438 | $196.1K | 0.02% | +239+19.9% | Added |
| Beacon Capital Management, LLC | 1,456 | $198.5K | 0.03% | −116−7.4% | Reduced |
| Arcataur Capital Management LLC | 1,468 | $200.1K | 0.07% | −5−0.3% | Reduced |
| Nelson Capital Management, LLC | 1,469 | $200.3K | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,472 | $200.7K | 0.01% | −846−36.5% | Reduced |
| Sage Rhino Capital LLC | 1,472 | $200.7K | 0.04% | −60−3.9% | Reduced |
| Auxano Advisors, LLC | 1,473 | $200.8K | 0.05% | +1,473 | New |
| Bedel Financial Consulting, Inc. | 1,481 | $201.9K | 0.03% | +1,481 | New |
| Members Capital Advisors Inc | 1,481 | $201.9K | 0.23% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 1,482 | $202.1K | 0.01% | −25,000−94.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,482 | $202.1K | 0.05% | −83−5.3% | Reduced |
| Walker Asset Management, LLC | 1,483 | $202.1K | 0.13% | +1,483 | New |
| Tower Wealth Partners, Inc. | 1,487 | $202.7K | 0.12% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,490 | $203.1K | 0.05% | −347−18.9% | Reduced |
| West Bancorporation Inc | 1,490 | $203.1K | 0.14% | −91−5.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,493 | $203.5K | 0.09% | −34−2.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,494 | $203.7K | 0.02% | −130−8.0% | Reduced |
| U S Global Investors Inc | 1,499 | $204.4K | 0.02% | +304+25.4% | Added |
| Rbo & Co LLC | 1,500 | $204.5K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,504 | $205.1K | 0.02% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 1,569 | $205.8K | 0.09% | −87−5.3% | Reduced |
| JGP Wealth Management, LLC | 1,510 | $205.9K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,510 | $205.9K | 0.00% | +14+0.9% | Added |
| Boltwood Capital Management | 1,525 | $207.9K | 0.06% | −60−3.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,528 | $208.3K | 0.09% | +8+0.5% | Added |
| Diversified, LLC | 1,530 | $208.6K | 0.02% | −22−1.4% | Reduced |
| Diversified Enterprises, LLC | 1,530 | $208.6K | 0.02% | +1,530 | New |
| KPP Advisory Services LLC | 1,530 | $208.6K | 0.05% | −374−19.6% | Reduced |
| Heartland Bank & Trust Co | 1,533 | $209.0K | 0.11% | −83−5.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,536 | $209.4K | 0.16% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 1,537 | $209.5K | 0.09% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,537 | $209.6K | 0.06% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,537 | $209.6K | 0.10% | +150+10.8% | Added |