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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 4,320 | $589.0K | 0.13% | −444−9.3% | Reduced |
| Summit Asset Management, LLC | 4,322 | $589.3K | 0.11% | +595+16.0% | Added |
| Virtue Capital Management, LLC | 4,330 | $590.4K | 0.12% | −413−8.7% | Reduced |
| Pettee Investors, Inc. | 4,340 | $591.7K | 0.29% | 00.0% | Unchanged |
| Constitution Capital LLC | 4,344 | $592.3K | 0.32% | −1,920−30.7% | Reduced |
| Revolve Wealth Partners, LLC | 4,347 | $592.7K | 0.09% | +85+2.0% | Added |
| Silver Coast Investments LLC | 4,363 | $594.9K | 0.22% | +2,267+108.2% | Added |
| Kovack Advisors, Inc. | 4,369 | $595.7K | 0.06% | +205+4.9% | Added |
| Valley National Advisers Inc | 4,378 | $596.0K | 0.11% | −5,575−56.0% | Reduced |
| Shell Asset Management Co | 4,384 | $598.0K | 0.03% | +4,384 | New |
| Smith, Moore & Co. | 4,390 | $598.6K | 0.06% | −65−1.5% | Reduced |
| Accuvest Global Advisors | 3,068 | $599.4K | 0.52% | +3,068 | New |
| NCM Capital Management, LLC | 4,404 | $600.4K | 0.29% | +931+26.8% | Added |
| Allred Capital Management, LLC | 4,407 | $600.9K | 0.24% | −37−0.8% | Reduced |
| Schnieders Capital Management LLC | 4,418 | $602.4K | 0.11% | −1,453−24.7% | Reduced |
| Symphony Financial, Ltd. Co. | 4,518 | $604.5K | 0.10% | +4,518 | New |
| Elevated Capital Advisors, LLC | 4,438 | $605.1K | 0.16% | +364+8.9% | Added |
| S. R. Schill & Associates | 4,441 | $605.5K | 0.43% | −328,095−98.7% | Reduced |
| Private Wealth Partners, LLC | 4,450 | $606.7K | 0.05% | +1,700+61.8% | Added |
| WestHill Financial Advisors, Inc. | 4,453 | $607.2K | 0.14% | +20.0% | Added |
| Fernwood Investment Management, LLC | 4,463 | $608.5K | 0.20% | −200−4.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,478 | $610.5K | 0.19% | +1,050+30.6% | Added |
| Wellington Shields & Co., LLC | 4,485 | $611.5K | 0.19% | +360+8.7% | Added |
| Syon Capital LLC | 4,485 | $611.5K | 0.05% | −835−15.7% | Reduced |
| Ancora Advisors, LLC | 4,485 | $611.6K | 0.01% | +412+10.1% | Added |
| Tradewinds, LLC. | 4,487 | $611.7K | 0.19% | +81+1.8% | Added |
| Net Worth Advisory Group | 4,488 | $611.9K | 0.18% | +4,488 | New |
| Smartleaf Asset Management LLC | 4,574 | $614.2K | 0.07% | −277−5.7% | Reduced |
| LVW Advisors, LLC | 4,511 | $615.0K | 0.08% | −632−12.3% | Reduced |
| Morris Retirement Advisors, LLC | 4,541 | $619.1K | 0.34% | +355+8.5% | Added |
| Focus Financial Network, Inc. | 4,539 | $619.6K | 0.03% | −529−10.4% | Reduced |
| Conning Inc. | 4,569 | $622.9K | 0.02% | −343−7.0% | Reduced |
| Annex Advisory Services, LLC | 4,570 | $623.1K | 0.02% | −139−3.0% | Reduced |
| Cohen Capital Management, Inc. | 4,585 | $625.1K | 0.10% | +180+4.1% | Added |
| LifeGuide Financial Advisors, LLC | 4,586 | $625.3K | 0.27% | −111−2.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,609 | $628.4K | 0.13% | +4,609 | New |
| City State Bank | 4,615 | $629.2K | 0.23% | −5−0.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,621 | $630.0K | 0.14% | +18+0.4% | Added |
| Juncture Wealth Strategies, LLC | 4,629 | $631.2K | 0.24% | +650+16.3% | Added |
| Winthrop Advisory Group LLC | 4,641 | $632.7K | 0.08% | −545−10.5% | Reduced |
| Absher Wealth Management, LLC | 4,643 | $633.0K | 0.08% | +977+26.7% | Added |
| Wilson & Boucher Capital Management, LLC | 4,655 | $634.7K | 0.44% | −106−2.2% | Reduced |
| apricus wealth, LLC | 4,661 | $635.5K | 0.42% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,676 | $637.5K | 0.17% | −208−4.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,676 | $637.5K | 0.03% | +57+1.2% | Added |
| Octavia Wealth Advisors, LLC | 4,684 | $638.6K | 0.08% | +1,288+37.9% | Added |
| Capital Asset Advisory Services LLC | 4,880 | $639.1K | 0.03% | −114−2.3% | Reduced |
| Chicago Capital, LLC | 4,691 | $639.6K | 0.02% | −370−7.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,695 | $640.2K | 0.28% | −29−0.6% | Reduced |
| Wealthspire Advisors, LLC | 4,698 | $640.5K | 0.01% | −377−7.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,631 | $640.7K | 0.01% | −119−2.5% | Reduced |
| Southeast Asset Advisors Inc. | 4,705 | $641.5K | 0.07% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4,719 | $643.4K | 0.22% | +4,521+2,283.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 4,732 | $645.2K | 0.58% | +2,692+132.0% | Added |
| Sax Wealth Advisors, LLC | 4,753 | $648.0K | 0.06% | +1,257+36.0% | Added |
| BCJ Capital Management, LLC | 4,754 | $648.2K | 0.05% | +1,082+29.5% | Added |
| First Financial Bank - Trust Division | 4,755 | $648.3K | 0.06% | −236−4.7% | Reduced |
| Northstar Group, Inc. | 4,777 | $651.2K | 0.11% | −506−9.6% | Reduced |
| Solitude Financial Services | 4,800 | $654.4K | 0.28% | 00.0% | Unchanged |
| McAdam, LLC | 4,802 | $654.7K | 0.04% | +71+1.5% | Added |
| CoreCap Advisors, LLC | 4,807 | $655.4K | 0.03% | +4,807 | New |
| Weaver Capital Management LLC | 4,810 | $655.8K | 0.20% | −294−5.8% | Reduced |
| Advisors Management Group Inc | 4,831 | $659.0K | 0.16% | −10.0% | Reduced |
| Future Financial Wealth Managment LLC | 4,845 | $660.6K | 0.47% | +3,100+177.7% | Added |
| Quadcap Wealth Management, LLC | 4,862 | $662.8K | 0.10% | +164+3.5% | Added |
| Raab & Moskowitz Asset Management LLC | 4,865 | $663.3K | 0.17% | −121−2.4% | Reduced |
| Choate Investment Advisors | 4,868 | $663.7K | 0.02% | −504−9.4% | Reduced |
| Shum Financial Group, Inc. | 4,971 | $665.3K | 0.55% | +4,971 | New |
| Blackston Financial Advisory Group, LLC | 4,888 | $666.5K | 0.34% | −180−3.6% | Reduced |
| Morningstar Investment Management LLC | 4,957 | $667.0K | 0.07% | −20.0% | Reduced |
| Transcend Wealth Collective, LLC | 4,905 | $668.8K | 0.04% | −467−8.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,931 | $672.4K | 0.02% | −2,962−37.5% | Reduced |
| Equitable Trust Co | 4,932 | $672.4K | 0.04% | +276+5.9% | Added |
| Darwin Advisors, LLC | 4,933 | $672.6K | 0.18% | +4,933 | New |
| iA Global Asset Management Inc. | 4,944 | $674.0K | 0.01% | −24,396−83.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,950 | $674.9K | 0.14% | +11+0.2% | Added |
| Patrick M Sweeney & Associates, Inc | 4,952 | $675.2K | 0.50% | −15−0.3% | Reduced |
| San Luis Wealth Advisors LLC | 4,958 | $676.0K | 0.14% | +2,560+106.8% | Added |
| VeraBank, N.A. | 4,962 | $676.5K | 0.20% | −15−0.3% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $676.8K | 0.34% | 00.0% | Unchanged |
| MWA Asset Management | 4,978 | $678.7K | 0.45% | −7,599−60.4% | Reduced |
| OmniStar Financial Group, Inc. | 4,963 | $679.8K | 0.51% | +4,963 | New |
| Bank of Hawaii | 4,992 | $680.6K | 0.03% | −282−5.3% | Reduced |
| Gladstone Institutional Advisory LLC | 4,999 | $681.6K | 0.03% | −433−8.0% | Reduced |
| CPR Investments Inc. | 5,000 | $681.7K | 0.64% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,009 | $682.9K | 0.05% | −399−7.4% | Reduced |
| Valmark Advisers, Inc. | 5,022 | $684.7K | 0.01% | +98+2.0% | Added |
| Taylor Financial Group, Inc. | 5,023 | $684.8K | 0.47% | +100+2.0% | Added |
| Centaurus Financial, Inc. | 5,033 | $686.0K | 0.04% | −203−3.9% | Reduced |
| Mayflower Financial Advisors, LLC | 5,040 | $687.1K | 0.10% | −311−5.8% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 5,070 | $691.2K | 0.36% | +155+3.2% | Added |
| Reuter James Wealth Management, LLC | 5,094 | $694.5K | 0.13% | +210+4.3% | Added |
| Ar Asset Management Inc | 5,100 | $695.0K | 0.15% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,113 | $697.0K | 0.03% | +364+7.7% | Added |
| Archford Capital Strategies, LLC | 5,201 | $699.8K | 0.11% | −901−14.8% | Reduced |
| Legacy Capital Group California, Inc. | 5,138 | $700.5K | 0.23% | +5,138 | New |
| Capital Square, LLC | 5,142 | $701.2K | 0.43% | −532−9.4% | Reduced |
| Cetera Trust Company, N.A | 5,144 | $701.3K | 0.43% | −65−1.2% | Reduced |
| First Horizon Advisors, Inc. | 5,164 | $704.2K | 0.02% | −1,017−16.5% | Reduced |
| First County Bank | 5,166 | $704.3K | 0.35% | −1,232−19.3% | Reduced |