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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 3,390 | $462.7K | 0.07% | +170+5.3% | Added |
| Oakworth Capital, Inc. | 3,409 | $464.8K | 0.03% | −1,027−23.2% | Reduced |
| First Hawaiian Bank | 3,410 | $464.9K | 0.01% | +72+2.2% | Added |
| Golden State Equity Partners | 3,422 | $466.6K | 0.07% | −1,611−32.0% | Reduced |
| Bard Financial Services, Inc. | 3,425 | $467.0K | 0.06% | −31,900−90.3% | Reduced |
| Greenfield Savings Bank | 3,445 | $469.7K | 0.22% | +1,164+51.0% | Added |
| Bridges Investment Management Inc | 3,449 | $470.2K | 0.01% | −549−13.7% | Reduced |
| Eads & Heald Wealth Management | 3,462 | $472.0K | 0.22% | +53+1.6% | Added |
| Archer Investment Corp | 3,467 | $472.7K | 0.13% | +3+0.1% | Added |
| Wallace Advisory Group, LLC | 3,469 | $474.7K | 0.35% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,493 | $475.0K | 0.01% | +41+1.2% | Added |
| Versant Capital Management, Inc | 3,494 | $476.4K | 0.11% | +142+4.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,503 | $477.6K | 0.30% | −98−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,507 | $478.1K | 0.03% | −391−10.0% | Reduced |
| Brevan Howard Capital Management LP | 3,509 | $478.4K | 0.02% | +3,509 | New |
| HM Payson & Co | 3,513 | $479.0K | 0.01% | −753−17.7% | Reduced |
| Roble, Belko & Company, Inc | 3,513 | $479.0K | 0.08% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,513 | $479.0K | 0.06% | +1,258+55.8% | Added |
| Viawealth, LLC | 3,522 | $480.2K | 0.28% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,533 | $481.0K | 0.00% | −3,489−49.7% | Reduced |
| Family Legacy, Inc. | 3,529 | $481.1K | 0.16% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,535 | $482.0K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,556 | $485.0K | 0.20% | +2,605+273.9% | Added |
| Ignite Planners, LLC | 3,561 | $485.5K | 0.11% | −4−0.1% | Reduced |
| Phillips Wealth Planners LLC | 3,584 | $486.8K | 0.47% | −261−6.8% | Reduced |
| Cascade Financial Partners, LLC | 3,709 | $487.1K | 0.06% | −50−1.3% | Reduced |
| Pathway Financial Advisors LLC | 3,574 | $487.3K | 0.13% | +14+0.4% | Added |
| Harbor Investment Advisory, LLC | 3,583 | $488.4K | 0.05% | −2,059−36.5% | Reduced |
| Sonora Investment Management Group, LLC | 3,591 | $489.6K | 0.04% | +1,793+99.7% | Added |
| Simmons Bank | 3,600 | $490.8K | 0.04% | −735−17.0% | Reduced |
| Ellis Investment Partners, LLC | 3,601 | $490.9K | 0.10% | −121−3.3% | Reduced |
| Shepherd Financial Partners LLC | 3,601 | $490.9K | 0.06% | +507+16.4% | Added |
| Traynor Capital Management, Inc. | 3,614 | $492.8K | 0.04% | −1,084−23.1% | Reduced |
| Sharp Financial Services, LLC | 3,630 | $494.9K | 0.38% | +1,303+56.0% | Added |
| Mystic Asset Management, Inc. | 3,631 | $495.1K | 0.19% | +424+13.2% | Added |
| Keynote Financial Services LLC | 3,635 | $495.6K | 0.38% | +3,635 | New |
| First Affirmative Financial Network | 3,639 | $496.1K | 0.27% | +69+1.9% | Added |
| Sar Wealth Management Group, LLC | 3,656 | $498.5K | 0.33% | +2+0.1% | Added |
| Boston Family Office LLC | 3,661 | $499.0K | 0.03% | −118−3.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,665 | $499.7K | 0.15% | +1,397+61.6% | Added |
| Eqis Capital Management, Inc. | 3,694 | $503.7K | 0.04% | −953−20.5% | Reduced |
| Heritage Wealth Advisors | 3,696 | $503.9K | 0.02% | −135−3.5% | Reduced |
| Franklin Street Advisors Inc | 3,717 | $507.0K | 0.03% | −40−1.1% | Reduced |
| River Street Advisors LLC | 3,737 | $509.5K | 0.28% | −142−3.7% | Reduced |
| Durante & Waters, LLC | 3,755 | $512.0K | 0.43% | +10.0% | Added |
| Legacy Wealth Asset Management, LLC | 3,794 | $517.3K | 0.14% | +136+3.7% | Added |
| Qsemble Capital Management, LP | 3,796 | $517.5K | 0.10% | −30,241−88.8% | Reduced |
| RDA Financial Network | 3,807 | $519.1K | 0.16% | −130−3.3% | Reduced |
| Simon Quick Advisors, LLC | 3,809 | $519.4K | 0.03% | −847−18.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,822 | $521.1K | 0.04% | −77−2.0% | Reduced |
| LaFleur & Godfrey LLC | 3,824 | $521.3K | 0.07% | +3,824 | New |
| Sittner & Nelson, LLC | 3,854 | $525.5K | 0.23% | +888+29.9% | Added |
| First Nebraska Trust Co | 3,864 | $526.8K | 0.05% | −6,768−63.7% | Reduced |
| CBOE Vest Financial, LLC | 3,865 | $527.0K | 0.01% | +3,865 | New |
| Seelaus Asset Management LLC | 3,896 | $531.2K | 0.49% | +3,896 | New |
| Syntax Research, Inc. | 3,909 | $533.0K | 0.36% | +3,808+3,770.3% | Added |
| Claro Advisors LLC | 3,909 | $533.0K | 0.07% | +1,367+53.8% | Added |
| S.A. Mason LLC | 3,916 | $533.9K | 0.28% | −95−2.4% | Reduced |
| Silver Oak Securities, Inc | 3,977 | $534.0K | 0.06% | +620+18.5% | Added |
| Strategic Investment Solutions, Inc. | 3,948 | $538.4K | 0.16% | −389−9.0% | Reduced |
| Paragon Private Wealth Management, LLC | 3,951 | $538.7K | 0.27% | −230−5.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,959 | $539.8K | 0.25% | +252+6.8% | Added |
| N.E.W. Advisory Services LLC | 3,963 | $540.3K | 0.05% | +1,593+67.2% | Added |
| Arjuna Capital | 3,969 | $541.1K | 0.14% | +3,969 | New |
| Bank Ozk | 3,974 | $541.8K | 0.22% | +61+1.6% | Added |
| David Loasby | 4,150 | $542.5K | 0.05% | −1,062−20.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,980 | $542.6K | 0.33% | +3,980 | New |
| Barr E S & Co | 3,983 | $543.0K | 0.03% | −6−0.2% | Reduced |
| Profit Investment Management, LLC | 4,001 | $545.5K | 0.43% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,014 | $547.3K | 0.31% | −300−7.0% | Reduced |
| Powers Advisory Group, LLC | 4,020 | $548.1K | 0.27% | +34+0.9% | Added |
| Rogco, LP | 4,025 | $548.8K | 0.22% | −25−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 4,035 | $550.2K | 0.03% | +805+24.9% | Added |
| Quadrant Capital Group LLC | 4,038 | $550.5K | 0.04% | −369−8.4% | Reduced |
| American Trust Investment Advisors, LLC | 4,040 | $550.8K | 0.23% | +4,040 | New |
| Smith, Salley & Associates | 4,042 | $551.0K | 0.04% | +52+1.3% | Added |
| Jump Financial, LLC | 4,050 | $552.2K | 0.01% | −4,216−51.0% | Reduced |
| Diamant Asset Management, Inc. | 4,060 | $553.5K | 0.35% | +110+2.8% | Added |
| Trust Point Inc. | 4,062 | $553.7K | 0.04% | +40+1.0% | Added |
| Lake Street Advisors Group, LLC | 4,070 | $555.0K | 0.03% | −740−15.4% | Reduced |
| JFS Wealth Advisors, LLC | 4,072 | $555.2K | 0.04% | −130−3.1% | Reduced |
| Guardian Investment Management | 4,075 | $555.6K | 0.48% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,117 | $561.3K | 0.05% | −36,361−89.8% | Reduced |
| Chicago Trust Co NA | 4,120 | $561.7K | 0.10% | −529−11.4% | Reduced |
| St. Johns Investment Management Company, LLC | 4,139 | $564.3K | 0.27% | −201−4.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,163 | $567.5K | 0.16% | +292+7.5% | Added |
| Gilliland Jeter Wealth Management LLC | 4,173 | $568.9K | 0.18% | +10.0% | Added |
| Deseret Mutual Benefit Administrators | 4,199 | $572.5K | 0.29% | +51+1.2% | Added |
| CKW Financial Group | 4,306 | $574.0K | 0.07% | +5+0.1% | Added |
| Geller Advisors LLC | 4,211 | $574.1K | 0.04% | −148−3.4% | Reduced |
| Greenwich Wealth Management LLC | 4,224 | $576.0K | 0.04% | −33−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 4,238 | $577.0K | 0.04% | −125−2.9% | Reduced |
| Ontario Teachers Pension Plan Board | 4,235 | $577.4K | 0.01% | −18,125−81.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,363 | $580.3K | 0.05% | +931+27.1% | Added |
| Chicago Partners Investment Group LLC | 4,420 | $580.8K | 0.02% | +359+8.8% | Added |
| Shakespeare Wealth Management, Inc. | 4,267 | $581.8K | 0.15% | +15+0.4% | Added |
| Ambassador Advisors, LLC | 4,295 | $585.6K | 0.10% | +43+1.0% | Added |
| Salvus Wealth Management, LLC | 4,298 | $586.0K | 0.36% | +17+0.4% | Added |
| Meyer Handelman Co | 4,300 | $586.3K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,319 | $588.8K | 0.27% | −67−1.5% | Reduced |