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 |
|---|---|---|---|---|---|
| Etfidea, LLC | 2,326 | $317.2K | 0.10% | −10−0.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,328 | $317.4K | 0.09% | +276+13.5% | Added |
| IMS Capital Management | 2,344 | $319.6K | 0.14% | +4+0.2% | Added |
| Massachusetts Wealth Management | 2,345 | $319.7K | 0.20% | −3,445−59.5% | Reduced |
| Colonial Trust Advisors | 2,346 | $319.9K | 0.03% | −52−2.2% | Reduced |
| DF Dent & Co Inc | 2,349 | $320.3K | 0.00% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,352 | $320.7K | 0.11% | +72+3.2% | Added |
| Quest Partners LLC | 2,353 | $320.8K | 0.03% | −6,035−71.9% | Reduced |
| Westhampton Capital, LLC | 2,355 | $321.1K | 0.16% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 2,356 | $321.2K | 0.06% | −130−5.2% | Reduced |
| Drive Wealth Management, LLC | 2,360 | $321.7K | 0.08% | −618−20.8% | Reduced |
| Davidson Trust Co | 2,365 | $322.4K | 0.17% | −166−6.6% | Reduced |
| New Hampshire Trust | 2,369 | $323.0K | 0.07% | −52−2.1% | Reduced |
| AlTi Global, Inc. | 2,371 | $323.2K | 0.01% | −281−10.6% | Reduced |
| Hancock Whitney Corp | 2,374 | $323.7K | 0.01% | −113−4.5% | Reduced |
| Embree Financial Group | 2,385 | $325.2K | 0.06% | +2,385 | New |
| Atlas Brown,Inc. | 2,386 | $325.4K | 0.11% | +7+0.3% | Added |
| Wealth Management Associates, Inc. | 2,388 | $325.5K | 0.14% | +779+48.4% | Added |
| Ausdal Financial Partners, Inc. | 2,392 | $326.2K | 0.03% | −188−7.3% | Reduced |
| Capital International Sarl | 2,396 | $326.7K | 0.01% | +887+58.8% | Added |
| Clear Street Markets LLC | 2,400 | $327.0K | 0.21% | +2,400 | New |
| Lifeworks Advisors, LLC | 2,401 | $327.4K | 0.06% | +509+26.9% | Added |
| Retirement Planning Co of New England, Inc. | 2,403 | $327.7K | 0.16% | +385+19.1% | Added |
| Green Harvest Asset Management LLC | 2,405 | $327.9K | 0.01% | +2,405 | New |
| Carmichael Hill & Associates, Inc. | 2,405 | $327.9K | 0.12% | +206+9.4% | Added |
| Walker Financial Services, Inc. | 2,216 | $328.0K | 0.22% | +11+0.5% | Added |
| waypoint wealth counsel | 2,406 | $328.1K | 0.22% | +47+2.0% | Added |
| Consolidated Portfolio Review Corp | 2,413 | $328.9K | 0.07% | +2,413 | New |
| Plato Investment Management Ltd | 2,437 | $331.9K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,437 | $332.3K | 0.01% | −462−15.9% | Reduced |
| Signal Advisors Wealth, LLC | 2,440 | $332.7K | 0.05% | +2,440 | New |
| Allegheny Financial Group LTD | 2,446 | $333.5K | 0.08% | +25+1.0% | Added |
| NWF Advisory Services Inc. | 2,450 | $333.8K | 0.05% | −17−0.7% | Reduced |
| Skopos Labs, Inc. | 2,461 | $335.5K | 0.11% | +2,461 | New |
| Clifford Group, LLC | 2,463 | $335.8K | 0.26% | −1,425−36.7% | Reduced |
| Ledyard National Bank | 2,463 | $335.8K | 0.03% | −366−12.9% | Reduced |
| Alliance Wealth Advisors, LLC | 2,465 | $336.0K | 0.19% | +31+1.3% | Added |
| Ipswich Investment Management Co., Inc. | 2,465 | $336.1K | 0.08% | −261−9.6% | Reduced |
| Fortis Group Advisors, LLC | 2,467 | $336.3K | 0.06% | +2+0.1% | Added |
| Maven Securities LTD | 2,470 | $336.8K | 0.04% | +2,470 | New |
| Cobblestone Capital Advisors LLC | 2,471 | $336.9K | 0.02% | +41+1.7% | Added |
| GeoWealth Management, LLC | 2,472 | $337.0K | 0.01% | −244−9.0% | Reduced |
| Balentine LLC | 2,472 | $337.0K | 0.01% | +2,472 | New |
| Shufro Rose & Co LLC | 2,465 | $337.3K | 0.03% | 00.0% | Unchanged |
| Univest Financial Corp | 2,479 | $338.0K | 0.02% | +2,479 | New |
| Reynders McVeigh Capital Management, LLC | 2,481 | $338.0K | 0.02% | −181−6.8% | Reduced |
| Busey Wealth Management | 2,502 | $341.1K | 0.01% | −139−5.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,503 | $341.2K | 0.18% | −193−7.2% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $341.6K | 0.07% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,506 | $341.6K | 0.09% | −1,103−30.6% | Reduced |
| Ti-Trust, Inc | 2,515 | $342.9K | 0.25% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,530 | $345.0K | 0.04% | +139+5.8% | Added |
| Spirit of America Management Corp | 2,550 | $347.7K | 0.07% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 2,554 | $348.2K | 0.11% | +15+0.6% | Added |
| Journey Strategic Wealth LLC | 2,556 | $348.4K | 0.01% | +2,556 | New |
| Financial Advisory Corp | 2,562 | $349.0K | 0.13% | +2,562 | New |
| McGuire Investment Group, LLC | 2,562 | $349.3K | 0.05% | +8+0.3% | Added |
| Catalyst Financial Partners LLC | 2,571 | $350.5K | 0.07% | −233−8.3% | Reduced |
| Cambiar Investors LLC | 2,576 | $351.2K | 0.01% | −102−3.8% | Reduced |
| Delta Financial Advisors LLC | 2,579 | $351.6K | 0.13% | +10+0.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,579 | $352.0K | 0.01% | +90+3.6% | Added |
| Cannon Financial Strategists, Inc. | 2,582 | $352.0K | 0.06% | +163+6.7% | Added |
| ERTS Wealth Advisors, LLC | 2,584 | $352.3K | 0.07% | −316−10.9% | Reduced |
| Peavine Capital, LLC | 2,600 | $354.5K | 0.09% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,601 | $354.6K | 0.18% | −3,170−54.9% | Reduced |
| Childress Capital Advisors, LLC | 2,603 | $354.9K | 0.10% | −643−19.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,609 | $355.7K | 0.32% | +1,840+239.3% | Added |
| FLC Capital Advisors | 2,612 | $356.1K | 0.08% | +615+30.8% | Added |
| New Covenant Trust Company, N.A. | 2,661 | $357.3K | 0.35% | +355+15.4% | Added |
| Country Trust Bank | 2,622 | $357.5K | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,622 | $357.5K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,625 | $357.9K | 0.08% | −3,610−57.9% | Reduced |
| HCR Wealth Advisors | 2,627 | $358.2K | 0.05% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,635 | $359.3K | 0.24% | +71+2.8% | Added |
| Pacitti Group Inc. | 2,645 | $360.6K | 0.17% | +5+0.2% | Added |
| Human Investing LLC | 2,646 | $360.8K | 0.07% | +41+1.6% | Added |
| Suncoast Equity Management | 2,652 | $361.6K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,656 | $362.1K | 0.09% | −188−6.6% | Reduced |
| CoreFirst Bank & Trust | 2,657 | $362.3K | 0.21% | +530+24.9% | Added |
| Sweeney & Michel, LLC | 2,668 | $362.6K | 0.14% | +28+1.1% | Added |
| Royal Capital Wealth Management, LLC | 2,661 | $362.8K | 0.26% | −46−1.7% | Reduced |
| Hyperion Partners, LLC | 2,668 | $363.8K | 0.23% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,674 | $364.6K | 0.05% | +885+49.5% | Added |
| Evermay Wealth Management LLC | 2,675 | $364.7K | 0.06% | −1,492−35.8% | Reduced |
| CHB Investment Group, LLC | 2,680 | $365.0K | 0.19% | +2,680 | New |
| AlphaMark Advisors, LLC | 2,681 | $366.0K | 0.13% | +210+8.5% | Added |
| Wharton Business Group, LLC | 2,695 | $367.0K | 0.02% | −150−5.3% | Reduced |
| World Equity Group, Inc. | 2,695 | $367.7K | 0.13% | −461−14.6% | Reduced |
| Atlas Wealth LLC | 2,751 | $375.1K | 0.16% | 00.0% | Unchanged |
| LCNB Corp | 2,753 | $375.3K | 0.13% | −375−12.0% | Reduced |
| Trustco Bank Corp N Y | 2,755 | $375.6K | 0.38% | −137−4.7% | Reduced |
| Yarger Wealth Strategies, LLC | 2,756 | $375.8K | 0.21% | +678+32.6% | Added |
| Global Trust Asset Management, LLC | 2,760 | $376.3K | 0.14% | −11−0.4% | Reduced |
| Thomasville National Bank | 2,763 | $376.7K | 0.03% | −210−7.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,871 | $377.3K | 0.04% | +646+29.0% | Added |
| Angeles Wealth Management, LLC | 2,784 | $379.6K | 0.03% | −236−7.8% | Reduced |
| Lindbrook Capital, LLC | 2,791 | $380.5K | 0.03% | −1,079−27.9% | Reduced |
| Adirondack Trust Co | 2,791 | $380.5K | 0.15% | −33−1.2% | Reduced |
| Choice Wealth Advisors, LLC | 2,793 | $380.8K | 0.19% | −56−2.0% | Reduced |
| Yeomans Consulting Group, Inc. | 2,801 | $381.9K | 0.14% | −17−0.6% | Reduced |