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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 2,802 | $382.0K | 0.17% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,884 | $382.5K | 0.05% | −280−8.8% | Reduced |
| Jeppson Wealth Management, LLC | 2,808 | $382.8K | 0.14% | +195+7.5% | Added |
| Silverlake Wealth Management LLC | 2,822 | $384.7K | 0.15% | +10+0.4% | Added |
| Clarius Group, LLC | 3,054 | $387.6K | 0.03% | +139+4.8% | Added |
| Glen Eagle Advisors, LLC | 2,852 | $388.9K | 0.07% | −264−8.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,855 | $389.3K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,857 | $389.5K | 0.01% | −72−2.5% | Reduced |
| Conscious Wealth Investments, LLC | 2,972 | $390.6K | 0.27% | −350−10.5% | Reduced |
| Gray Wealth Management Inc. | 2,869 | $391.2K | 0.15% | +149+5.5% | Added |
| Joule Financial, LLC | 2,877 | $392.3K | 0.14% | +153+5.6% | Added |
| Paulson Wealth Management Inc. | 2,880 | $392.7K | 0.11% | +87+3.1% | Added |
| Heartwood Wealth Advisors LLC | 2,881 | $392.8K | 0.04% | −1,453−33.5% | Reduced |
| Douglas Lane & Associates, LLC | 2,888 | $393.8K | 0.01% | −9−0.3% | Reduced |
| Successful Portfolios LLC | 2,889 | $393.9K | 0.27% | +85+3.0% | Added |
| Kolinsky Wealth Management, LLC | 2,901 | $395.5K | 0.26% | −210−6.8% | Reduced |
| Premier Path Wealth Partners, LLC | 2,903 | $395.8K | 0.06% | −306−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,907 | $396.3K | 0.05% | +75+2.6% | Added |
| L2 Asset Management, LLC | 2,916 | $397.6K | 0.11% | +112+4.0% | Added |
| Luken Investment Analytics, LLC | 2,919 | $398.0K | 0.18% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,922 | $398.4K | 0.26% | −492−14.4% | Reduced |
| Malaga Cove Capital, LLC | 2,922 | $398.4K | 0.16% | −252−7.9% | Reduced |
| Schrum Private Wealth Management LLC | 2,924 | $398.7K | 0.21% | +1,100+60.3% | Added |
| Herold Advisors, Inc. | 2,948 | $402.1K | 0.09% | +865+41.5% | Added |
| Vista Investment Management | 2,954 | $402.8K | 0.15% | +18+0.6% | Added |
| Vance Wealth, Inc. | 2,960 | $403.6K | 0.15% | −10−0.3% | Reduced |
| Harbour Capital Advisors, LLC | 3,047 | $405.3K | 0.09% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2,974 | $405.6K | 0.13% | −1,496−33.5% | Reduced |
| Parkside Financial Bank & Trust | 2,991 | $407.8K | 0.06% | −89−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 2,997 | $408.7K | 0.02% | −508−14.5% | Reduced |
| Core Alternative Capital | 3,010 | $410.4K | 0.08% | −27−0.9% | Reduced |
| Guardian Capital Advisors LP | 3,080 | $410.5K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,019 | $411.6K | 0.01% | 00.0% | Unchanged |
| Mason & Associates, LLC | 3,023 | $412.2K | 0.13% | 00.0% | Unchanged |
| Farmers Trust Co | 3,036 | $413.9K | 0.08% | +375+14.1% | Added |
| GW Henssler & Associates Ltd | 3,041 | $414.6K | 0.02% | +711+30.5% | Added |
| DAGCO, Inc. | 3,041 | $414.6K | 0.17% | −396−11.5% | Reduced |
| Cape Investment Advisory, Inc. | 3,047 | $415.4K | 0.17% | +663+27.8% | Added |
| Keel Point, LLC | 3,048 | $415.5K | 0.03% | +99+3.4% | Added |
| Clear Creek Financial Management, LLC | 3,048 | $415.6K | 0.05% | +441+16.9% | Added |
| Graypoint LLC | 3,052 | $416.1K | 0.03% | +1,375+82.0% | Added |
| Weaver Consulting Group | 3,053 | $416.3K | 0.13% | +89+3.0% | Added |
| Lester Murray Antman dba SimplyRich | 3,066 | $418.0K | 0.12% | +1,452+90.0% | Added |
| Dana Investment Advisors, Inc. | 3,067 | $418.2K | 0.01% | −240−7.3% | Reduced |
| E&G Advisors, LP | 3,069 | $418.4K | 0.12% | 00.0% | Unchanged |
| Caxton Associates LP | 3,071 | $418.7K | 0.02% | +3,071 | New |
| Wrapmanager Inc | 3,077 | $419.5K | 0.11% | −1,946−38.7% | Reduced |
| Optimist Retirement Group LLC | 3,079 | $419.8K | 0.19% | +680+28.3% | Added |
| Amica Retiree Medical Trust | 3,083 | $420.0K | 0.35% | +3,083 | New |
| Palumbo Wealth Management LLC | 3,083 | $420.3K | 0.16% | +3+0.1% | Added |
| Verus Capital Partners, LLC | 3,074 | $420.8K | 0.04% | +184+6.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,090 | $421.3K | 0.30% | +3,090 | New |
| JT Stratford LLC | 3,093 | $421.7K | 0.07% | −1,722−35.8% | Reduced |
| IFG Advisors, LLC | 3,099 | $422.5K | 0.09% | −297−8.7% | Reduced |
| MKT Advisors LLC | 3,179 | $422.8K | 0.20% | −97−3.0% | Reduced |
| Tucker Asset Management LLC | 3,102 | $422.9K | 0.10% | +558+21.9% | Added |
| Dechtman Wealth Management, LLC | 3,105 | $423.3K | 0.09% | +39+1.3% | Added |
| Alliance Wealth Advisors, LLC | 3,110 | $424.0K | 0.11% | +566+22.2% | Added |
| Krane Funds Advisors LLC | 3,111 | $424.2K | 0.02% | +3,111 | New |
| Center for Financial Planning, Inc. | 3,122 | $425.7K | 0.06% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,126 | $426.2K | 0.14% | +45+1.5% | Added |
| Encompass Wealth Advisors, LLC | 3,134 | $427.3K | 0.11% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 3,140 | $428.1K | 0.20% | −122−3.7% | Reduced |
| Gsa Capital Partners LLP | 3,144 | $429.0K | 0.03% | −93−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 3,147 | $429.1K | 0.06% | −68−2.1% | Reduced |
| Fortitude Family Office, LLC | 3,151 | $429.6K | 0.17% | +523+19.9% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $430.8K | 0.03% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 3,168 | $431.9K | 0.05% | −418−11.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,173 | $432.6K | 0.02% | −3,676−53.7% | Reduced |
| Liberty Wealth Management LLC | 3,178 | $433.0K | 0.07% | −1,166−26.8% | Reduced |
| Titleist Asset Management, LLC | 3,177 | $433.1K | 0.06% | +3,177 | New |
| MidWestOne Financial Group, Inc. | 3,179 | $433.4K | 0.06% | +10+0.3% | Added |
| Founders Financial Securities LLC | 3,180 | $433.6K | 0.04% | −1,848−36.8% | Reduced |
| Cornerstone Wealth Group, LLC | 3,190 | $434.9K | 0.04% | +273+9.4% | Added |
| Kennedy Investment Group | 3,196 | $435.8K | 0.20% | −13−0.4% | Reduced |
| Accurate Wealth Management, LLC | 3,261 | $436.3K | 0.09% | −3−0.1% | Reduced |
| Leo Wealth, LLC | 3,204 | $436.9K | 0.04% | +1,197+59.6% | Added |
| Sterling Investment Counsel, LLC | 3,220 | $439.0K | 0.16% | +18+0.6% | Added |
| American National Bank | 3,228 | $440.1K | 0.05% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,236 | $441.2K | 0.10% | +26+0.8% | Added |
| Freestone Capital Holdings, LLC | 3,237 | $441.4K | 0.02% | −2,324−41.8% | Reduced |
| Waldron Private Wealth LLC | 3,246 | $442.7K | 0.02% | −428−11.6% | Reduced |
| Dividend Assets Capital, LLC | 3,256 | $443.9K | 0.08% | −65−2.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,255 | $443.9K | 0.04% | +303+10.3% | Added |
| S&CO Inc | 3,270 | $445.0K | 0.03% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 3,265 | $445.1K | 0.22% | +3,265 | New |
| Vista Investment Partners LLC | 3,272 | $446.1K | 0.14% | +4+0.1% | Added |
| Central Valley Advisors, LLC | 3,273 | $446.2K | 0.25% | +3,273 | New |
| Pflug Koory, LLC | 3,287 | $448.1K | 0.22% | +3,287 | New |
| Montis Financial, LLC | 3,288 | $448.3K | 0.16% | +54+1.7% | Added |
| NTV Asset Management LLC | 3,291 | $448.7K | 0.06% | +246+8.1% | Added |
| Granite Investment Partners, LLC | 3,322 | $452.9K | 0.02% | −3,124−48.5% | Reduced |
| SRS Capital Advisors, Inc. | 3,327 | $453.7K | 0.04% | −67−2.0% | Reduced |
| Thrive Wealth Management, LLC | 3,328 | $453.7K | 0.08% | +374+12.7% | Added |
| Journey Advisory Group, LLC | 3,326 | $455.2K | 0.05% | −50−1.5% | Reduced |
| Segment Wealth Management, LLC | 3,343 | $455.8K | 0.03% | −43−1.3% | Reduced |
| Private Portfolio Partners LLC | 3,363 | $458.5K | 0.09% | +3,363 | New |
| Patten & Patten Inc | 3,385 | $461.4K | 0.03% | +165+5.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,386 | $461.6K | 0.04% | −1,952−36.6% | Reduced |
| FRG Family Wealth Advisors LLC | 3,390 | $462.2K | 0.08% | −860−20.2% | Reduced |