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 |
|---|---|---|---|---|---|
| Parametrica Management Ltd | 1,542 | $210.2K | 0.25% | +1,542 | New |
| St Germain D J Co Inc | 1,551 | $211.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,560 | $212.7K | 0.07% | −822−34.5% | Reduced |
| Wellington Shields Capital Management, LLC | 1,562 | $213.0K | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,565 | $213.4K | 0.16% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,565 | $213.4K | 0.02% | +2+0.1% | Added |
| Kathmere Capital Management, LLC | 1,569 | $213.9K | 0.02% | +1,569 | New |
| TNF LLC | 1,550 | $214.4K | 0.08% | +1,550 | New |
| First Financial Bankshares Inc | 1,573 | $214.5K | 0.00% | −1,160−42.4% | Reduced |
| Barlow Wealth Partners, Inc. | 1,638 | $214.9K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,577 | $215.0K | 0.04% | −65−4.0% | Reduced |
| Staley Capital Advisers Inc | 1,581 | $215.6K | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,581 | $215.6K | 0.09% | 00.0% | Unchanged |
| Next Level Private LLC | 1,598 | $217.9K | 0.09% | −270−14.5% | Reduced |
| Pacific Sage Partners, LLC | 1,600 | $218.1K | 0.05% | +42+2.7% | Added |
| Mill Capital Management, LLC | 1,600 | $218.1K | 0.02% | −11,000−87.3% | Reduced |
| Bank of Nova Scotia Trust Co | 1,600 | $218.1K | 0.02% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,600 | $218.2K | 0.12% | +31+2.0% | Added |
| Cozad Asset Management Inc | 1,612 | $219.8K | 0.02% | −395−19.7% | Reduced |
| WealthPLAN Partners, LLC | 1,614 | $220.1K | 0.03% | −39−2.4% | Reduced |
| Peak Planning Group, LLC | 1,618 | $220.5K | 0.10% | −86−5.0% | Reduced |
| Legacy Bridge, LLC | 1,618 | $220.6K | 0.12% | −57−3.4% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,624 | $221.4K | 0.10% | −1,181−42.1% | Reduced |
| New Wave Wealth Advisors LLC | 1,624 | $221.4K | 0.10% | −67−4.0% | Reduced |
| IVC Wealth Advisors LLC | 1,629 | $222.1K | 0.12% | −1,379−45.8% | Reduced |
| SFMG, LLC | 1,635 | $222.9K | 0.02% | −18−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 1,636 | $223.0K | 0.02% | −424−20.6% | Reduced |
| Fulcrum Equity Management | 1,637 | $223.2K | 0.19% | −695−29.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,638 | $223.4K | 0.01% | +6+0.4% | Added |
| Convergence Financial, LLC | 1,640 | $223.7K | 0.05% | −1,145−41.1% | Reduced |
| Paradigm Capital Management, LLC | 1,640 | $224.0K | 0.21% | +1,640 | New |
| Castleview Partners, LLC | 1,647 | $224.6K | 0.13% | −87−5.0% | Reduced |
| Aspire Capital Advisors LLC | 1,650 | $224.9K | 0.07% | +1+0.1% | Added |
| Consolidated Planning Corp | 1,651 | $225.1K | 0.03% | −440−21.0% | Reduced |
| Accel Wealth Management | 1,656 | $225.8K | 0.08% | −123−6.9% | Reduced |
| Hamilton Capital, LLC | 1,687 | $226.2K | 0.02% | +101+6.4% | Added |
| Tandem Investment Advisors, Inc. | 1,663 | $227.0K | 0.01% | +87+5.5% | Added |
| Peoples Bank | 1,668 | $227.4K | 0.15% | +1,668 | New |
| NovaPoint Capital, LLC | 1,674 | $228.2K | 0.07% | +150+9.8% | Added |
| Coastline Trust Co | 1,678 | $228.8K | 0.03% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,685 | $229.7K | 0.06% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,688 | $230.2K | 0.04% | +1,688 | New |
| CVA Family Office, LLC | 1,690 | $230.4K | 0.04% | −106−5.9% | Reduced |
| Indiana Trust & Investment Management CO | 1,692 | $230.7K | 0.08% | −168−9.0% | Reduced |
| LBMC Investment Advisors, LLC | 1,698 | $231.6K | 0.02% | +18+1.1% | Added |
| MA Private Wealth | 1,731 | $236.0K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,734 | $236.4K | 0.11% | 00.0% | Unchanged |
| Wynn Capital, LLC | 1,735 | $236.6K | 0.16% | +1,735 | New |
| Hudson Capital Management LLC | 1,736 | $236.7K | 0.08% | −70−3.9% | Reduced |
| Optas, LLC | 1,742 | $237.5K | 0.05% | −217−11.1% | Reduced |
| Forza Wealth Management, LLC | 1,750 | $238.6K | 0.11% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,753 | $238.9K | 0.06% | +12+0.7% | Added |
| Lodestone Wealth Management LLC | 1,764 | $240.6K | 0.12% | −78−4.2% | Reduced |
| Great Lakes Advisors, LLC | 1,775 | $242.0K | 0.00% | −727−29.1% | Reduced |
| Sather Financial Group Inc | 1,779 | $242.5K | 0.02% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,784 | $243.2K | 0.04% | +293+19.7% | Added |
| Oak Asset Management, LLC | 1,786 | $243.5K | 0.09% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,796 | $244.8K | 0.11% | +60+3.5% | Added |
| Granite FO LLC | 1,800 | $245.4K | 0.14% | +1,800 | New |
| Bullock Wealth Management Group | 1,844 | $245.7K | 0.15% | +53+3.0% | Added |
| Park Place Capital Corp | 1,805 | $246.1K | 0.07% | −591−24.7% | Reduced |
| TRUE Private Wealth Advisors | 1,808 | $246.5K | 0.03% | −92−4.8% | Reduced |
| Buckhead Capital Management LLC | 1,812 | $247.0K | 0.08% | +1,812 | New |
| Investment Advisory Services Inc | 1,815 | $247.4K | 0.09% | −57−3.0% | Reduced |
| Laffer Tengler Investments | 1,816 | $247.6K | 0.05% | −106−5.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,817 | $247.7K | 0.03% | +1,768+3,608.2% | Added |
| Gimbal Financial | 1,792 | $247.9K | 0.16% | +7+0.4% | Added |
| Woodward Diversified Capital, LLC | 1,819 | $247.9K | 0.16% | −53−2.8% | Reduced |
| Latitude Advisors, LLC | 1,820 | $248.1K | 0.14% | +97+5.6% | Added |
| AdvisorNet Financial, Inc | 1,823 | $248.6K | 0.02% | +633+53.2% | Added |
| Texas Capital Bancshares Inc | 1,827 | $249.1K | 0.10% | −11−0.6% | Reduced |
| Sheets Smith Wealth Management | 1,828 | $249.2K | 0.03% | −16,600−90.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,830 | $249.5K | 0.07% | +150+8.9% | Added |
| Dunhill Financial, LLC | 1,831 | $249.6K | 0.13% | +86+4.9% | Added |
| Centurion Wealth Management LLC | 1,833 | $249.9K | 0.08% | +1,833 | New |
| FDx Advisors, Inc. | 1,831 | $250.0K | 0.07% | −368−16.7% | Reduced |
| WMS Partners, LLC | 1,834 | $250.1K | 0.01% | +1,834 | New |
| Red Wave Investments LLC | 1,839 | $250.7K | 0.09% | −74−3.9% | Reduced |
| RB Capital Management, LLC | 1,840 | $250.9K | 0.06% | −513−21.8% | Reduced |
| McIlrath & Eck, LLC | 1,850 | $252.2K | 0.03% | +9+0.5% | Added |
| Integrity Financial Corp | 1,854 | $252.8K | 0.15% | +150+8.8% | Added |
| Callan Family Office, LLC | 1,854 | $252.8K | 0.04% | +349+23.2% | Added |
| Savvy Advisors, Inc. | 1,854 | $252.8K | 0.05% | +233+14.4% | Added |
| Stillwater Capital Advisors, LLC | 1,857 | $253.1K | 0.03% | −67,933−97.3% | Reduced |
| Sound Income Strategies, LLC | 1,864 | $254.2K | 0.02% | +6+0.3% | Added |
| Oxford Financial Group Ltd | 1,873 | $255.4K | 0.02% | −1,135−37.7% | Reduced |
| Enclave Advisors LLC | 1,879 | $256.2K | 0.04% | +1,879 | New |
| Gerber, LLC | 1,885 | $257.0K | 0.19% | −4−0.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,888 | $257.4K | 0.10% | +1,888 | New |
| Global Assets Advisory, LLC | 1,932 | $257.5K | 0.14% | +1,932 | New |
| Sapient Capital LLC | 1,891 | $257.9K | 0.01% | −36−1.9% | Reduced |
| SignalPoint Asset Management, LLC | 1,923 | $258.2K | 0.06% | −120−5.9% | Reduced |
| Vanguard Capital Wealth Advisors | 1,900 | $259.0K | 0.27% | −951−33.4% | Reduced |
| Alta Advisers Ltd | 1,900 | $259.0K | 0.12% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,977 | $259.4K | 0.04% | −189−8.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,905 | $259.7K | 0.21% | −530−21.8% | Reduced |
| Evoke Wealth, LLC | 1,908 | $260.1K | 0.01% | +1,908 | New |
| Gibbs Wealth Management | 1,917 | $261.4K | 0.08% | +1,917 | New |
| MTM Investment Management, LLC | 1,992 | $261.4K | 0.10% | −309−13.4% | Reduced |
| First Western Trust Bank | 1,921 | $261.9K | 0.01% | −1,862−49.2% | Reduced |