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 |
|---|---|---|---|---|---|
| Zega Financial, LLC | 1,922 | $262.0K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 1,923 | $262.2K | 0.27% | +34+1.8% | Added |
| Leisure Capital Management | 1,929 | $263.0K | 0.11% | −716−27.1% | Reduced |
| Northeast Financial Group, Inc. | 1,929 | $263.0K | 0.10% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,932 | $263.4K | 0.18% | +1,932 | New |
| Altus Wealth Group LLC | 1,933 | $263.5K | 0.11% | −24−1.2% | Reduced |
| Aspiriant, LLC | 1,943 | $264.9K | 0.01% | +1,943 | New |
| PFS Partners, LLC | 1,947 | $265.5K | 0.15% | 00.0% | Unchanged |
| STAR Financial Bank | 1,949 | $265.7K | 0.18% | −274−12.3% | Reduced |
| Horan Securities, Inc. | 1,950 | $265.9K | 0.10% | +13+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 1,951 | $266.0K | 0.07% | −1,991−50.5% | Reduced |
| Cohen & Steers, Inc. | 1,950 | $266.0K | 0.00% | +38+2.0% | Added |
| Dudley Capital Management, LLC | 1,955 | $266.5K | 0.14% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,955 | $266.6K | 0.06% | +200+11.4% | Added |
| Aries Wealth Management | 1,956 | $266.7K | 0.07% | −20−1.0% | Reduced |
| Sawgrass Asset Management LLC | 1,967 | $268.2K | 0.03% | −4−0.2% | Reduced |
| Plancorp, LLC | 1,968 | $268.4K | 0.01% | +129+7.0% | Added |
| Atalanta Sosnoff Capital, LLC | 1,972 | $268.9K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,978 | $269.7K | 0.03% | −299−13.1% | Reduced |
| Vertex Planning Partners, LLC | 1,987 | $270.9K | 0.06% | −162−7.5% | Reduced |
| Callan Capital, LLC | 1,989 | $271.2K | 0.02% | +1,989 | New |
| Certified Advisory Corp | 1,992 | $271.6K | 0.03% | −92−4.4% | Reduced |
| First American Trust, FSB | 1,992 | $271.6K | 0.03% | −132−6.2% | Reduced |
| Monument Capital Management | 1,995 | $272.0K | 0.08% | −807−28.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $272.0K | 0.04% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,996 | $272.2K | 0.04% | +300+17.7% | Added |
| Rice Partnership, LLC | 2,000 | $272.7K | 0.05% | −3−0.1% | Reduced |
| Harbor Advisors LLC | 2,000 | $272.7K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,000 | $272.7K | 0.18% | +383+23.7% | Added |
| GenTrust, LLC | 2,002 | $273.0K | 0.01% | +2+0.1% | Added |
| Smithfield Trust Co | 2,025 | $273.0K | 0.01% | +21+1.0% | Added |
| West Paces Advisors Inc. | 2,005 | $273.4K | 0.07% | −852−29.8% | Reduced |
| Exchange Bank | 2,009 | $273.9K | 0.22% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,006 | $274.0K | 0.05% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,010 | $274.0K | 0.13% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 2,020 | $275.4K | 0.15% | −300−12.9% | Reduced |
| Howard Financial Services, Ltd. | 2,021 | $275.5K | 0.04% | +2,021 | New |
| Meridian Wealth Advisors, LLC | 2,029 | $276.6K | 0.05% | −131−6.1% | Reduced |
| Montecito Bank & Trust | 2,033 | $277.2K | 0.05% | −97−4.6% | Reduced |
| Red Door Wealth Management, LLC | 2,035 | $277.5K | 0.05% | +230+12.7% | Added |
| Bank & Trust Co | 2,038 | $277.9K | 0.23% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,040 | $278.1K | 0.04% | −21−1.0% | Reduced |
| Encompass More Asset Management | 2,040 | $278.2K | 0.11% | +422+26.1% | Added |
| Evexia Wealth LLC | 2,123 | $278.6K | 0.10% | 00.0% | Unchanged |
| Field & Main Bank | 2,045 | $278.8K | 0.10% | −1,160−36.2% | Reduced |
| Veracity Capital LLC | 2,053 | $279.9K | 0.11% | −58−2.7% | Reduced |
| Benedict Financial Advisors Inc | 2,056 | $280.2K | 0.07% | +15+0.7% | Added |
| Aaron Wealth Advisors | 2,061 | $281.0K | 0.03% | +2,061 | New |
| Baltimore-Washington Financial Advisors, Inc. | 2,068 | $282.0K | 0.02% | −393−16.0% | Reduced |
| King Wealth | 2,066 | $282.0K | 0.04% | −92−4.3% | Reduced |
| Somerset Trust Co | 2,070 | $282.2K | 0.11% | −11−0.5% | Reduced |
| Traphagen Investment Advisors LLC | 2,086 | $284.4K | 0.03% | −136−6.1% | Reduced |
| RIA Advisory Group LLC | 2,087 | $284.6K | 0.10% | +2,087 | New |
| West Tower Group, LLC | 2,100 | $286.3K | 0.61% | +2,100 | New |
| Copperwynd Financial, LLC | 2,104 | $286.9K | 0.09% | +196+10.3% | Added |
| US Asset Management LLC | 2,148 | $287.0K | 0.25% | −7−0.3% | Reduced |
| Buffington Mohr McNeal | 2,128 | $290.1K | 0.05% | −73−3.3% | Reduced |
| Wolverine Trading, LLC | 2,167 | $290.9K | 0.01% | −10,590−83.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,148 | $292.9K | 0.02% | +24+1.1% | Added |
| Detalus Advisors, LLC | 2,150 | $293.1K | 0.10% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 2,155 | $293.9K | 0.11% | +2,155 | New |
| Foster & Motley Inc | 2,158 | $294.0K | 0.02% | −58−2.6% | Reduced |
| MBB Public Markets I LLC | 2,160 | $294.5K | 0.02% | −49,743−95.8% | Reduced |
| Holistic Planning, LLC | 2,162 | $294.8K | 0.12% | +183+9.2% | Added |
| DT Investment Partners, LLC | 2,162 | $294.8K | 0.02% | −11−0.5% | Reduced |
| Sachetta, LLC | 2,176 | $296.6K | 0.12% | −105−4.6% | Reduced |
| Sunpointe, LLC | 2,177 | $296.8K | 0.24% | +91+4.4% | Added |
| TBH Global Asset Management, LLC | 2,180 | $297.2K | 0.06% | −1,963−47.4% | Reduced |
| BLB&B Advisors, LLC | 2,183 | $297.6K | 0.02% | −176−7.5% | Reduced |
| Southland Equity Partners LLC | 2,190 | $298.6K | 0.07% | +58+2.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,197 | $299.5K | 0.10% | +8+0.4% | Added |
| Grove Bank & Trust | 2,198 | $299.7K | 0.04% | −771−26.0% | Reduced |
| Sterling Financial Planning, Inc. | 2,203 | $300.4K | 0.11% | −396−15.2% | Reduced |
| Collaborative Wealth Managment Inc. | 2,206 | $300.8K | 0.14% | +2,206 | New |
| Williams Jones Wealth Management, LLC. | 2,208 | $301.0K | 0.00% | −467−17.5% | Reduced |
| Breakwater Capital Group | 2,214 | $301.9K | 0.06% | −1,524−40.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,216 | $302.1K | 0.05% | +102+4.8% | Added |
| Occudo Quantitative Strategies LP | 2,245 | $306.1K | 0.06% | −9,458−80.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,245 | $306.1K | 0.03% | −329−12.8% | Reduced |
| Platform Technology Partners | 2,247 | $306.3K | 0.10% | +321+16.7% | Added |
| Lane & Associates LLC | 2,251 | $306.9K | 0.17% | +29+1.3% | Added |
| Lynx Investment Advisory | 2,256 | $307.5K | 0.22% | −50−2.2% | Reduced |
| LexAurum Advisors, LLC | 2,260 | $308.2K | 0.07% | −48−2.1% | Reduced |
| Lyell Wealth Management, LP | 2,263 | $308.5K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,266 | $309.0K | 0.22% | +2,266 | New |
| Beaton Management Co. Inc. | 2,274 | $310.0K | 0.16% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,278 | $310.6K | 0.03% | −153−6.3% | Reduced |
| Tennessee Valley Asset Management Partners | 2,288 | $311.9K | 0.05% | +2,288 | New |
| FSB Premier Wealth Management, Inc. | 2,294 | $312.8K | 0.13% | +333+17.0% | Added |
| Sollinda Capital Management LLC | 2,295 | $312.9K | 0.09% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,296 | $313.0K | 0.11% | +513+28.8% | Added |
| Nicolet Bankshares Inc | 2,298 | $313.3K | 0.08% | −50−2.1% | Reduced |
| Colonial River Wealth Management, LLC | 2,303 | $314.0K | 0.16% | +259+12.7% | Added |
| 180 Wealth Advisors, LLC | 2,303 | $314.0K | 0.05% | +755+48.8% | Added |
| Creative Financial Designs Inc | 2,305 | $314.2K | 0.03% | +498+27.6% | Added |
| Salem Investment Counselors Inc | 2,310 | $314.9K | 0.01% | −153−6.2% | Reduced |
| 360 Financial, Inc. | 2,311 | $315.1K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,407 | $315.8K | 0.02% | +338+16.3% | Added |
| Walter & Keenan Financial Consulting Co | 2,319 | $316.2K | 0.10% | −372−13.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,321 | $316.4K | 0.14% | −352−13.2% | Reduced |