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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 13,592 | $1.85M | 0.02% | −760−5.3% | Reduced |
| Atom Investors LP | 13,522 | $1.84M | 0.19% | −21,172−61.0% | Reduced |
| Accordant Advisory Group Inc | 13,521 | $1.84M | 1.47% | +4,045+42.7% | Added |
| PFG Investments, LLC | 13,518 | $1.84M | 0.12% | +1,473+12.2% | Added |
| Ballentine Partners, LLC | 13,482 | $1.84M | 0.03% | −36−0.3% | Reduced |
| Westpac Banking Corp | 13,473 | $1.84M | 0.12% | +8,614+177.3% | Added |
| Strengthening Families & Communities, LLC | 13,434 | $1.83M | 0.47% | +1,469+12.3% | Added |
| Capital Investment Advisory Services, LLC | 13,402 | $1.83M | 0.17% | +4,849+56.7% | Added |
| BDF-Gestion | 21,254 | $1.82M | 0.30% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 13,356 | $1.82M | 0.19% | +40+0.3% | Added |
| Sterneck Capital Management, LLC | 13,304 | $1.81M | 0.98% | −1,093−7.6% | Reduced |
| StoneX Group Inc. | 13,260 | $1.81M | 0.13% | −712−5.1% | Reduced |
| Horst & Graben Wealth Management LLC | 13,251 | $1.81M | 0.32% | −340−2.5% | Reduced |
| Stoneridge Investment Partners LLC | 13,240 | $1.80M | 0.67% | −84−0.6% | Reduced |
| BTC Capital Management, Inc. | 13,235 | $1.80M | 0.16% | −377−2.8% | Reduced |
| Alerus Financial NA | 13,192 | $1.80M | 0.13% | +300+2.3% | Added |
| Vise Technologies, Inc. | 13,174 | $1.80M | 0.23% | −2,774−17.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,125 | $1.79M | 0.03% | −188−1.4% | Reduced |
| Camden Capital, LLC | 13,087 | $1.78M | 0.19% | −526−3.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,053 | $1.78M | 0.03% | +696+5.6% | Added |
| Coldstream Capital Management Inc | 13,027 | $1.77M | 0.04% | +1,742+15.4% | Added |
| Institute for Wealth Management, LLC. | 12,997 | $1.77M | 0.22% | −277−2.1% | Reduced |
| Garner Asset Management Corp | 12,995 | $1.77M | 0.81% | +543+4.4% | Added |
| Simplicity Wealth,LLC | 12,956 | $1.77M | 0.16% | −25,876−66.6% | Reduced |
| Rossmore Private Capital | 13,074 | $1.76M | 0.22% | −629−4.6% | Reduced |
| Ridgewood Investments LLC | 12,870 | $1.75M | 0.88% | +1,227+10.5% | Added |
| Sigma Planning Corp | 12,844 | $1.75M | 0.05% | −349−2.6% | Reduced |
| RFG Advisory, LLC | 12,731 | $1.74M | 0.05% | +810+6.8% | Added |
| Aull & Monroe Investment Management Corp | 12,680 | $1.73M | 0.80% | −567−4.3% | Reduced |
| Central Pacific Bank - Trust Division | 12,624 | $1.72M | 0.22% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 12,616 | $1.72M | 0.62% | +10+0.1% | Added |
| Banco Santander, S.A. | 12,596 | $1.72M | 0.02% | +79+0.6% | Added |
| Global Retirement Partners, LLC | 12,586 | $1.72M | 0.05% | −369−2.8% | Reduced |
| Integrated Advisors Network LLC | 12,571 | $1.71M | 0.08% | +2,187+21.1% | Added |
| Everence Capital Management Inc | 12,540 | $1.71M | 0.11% | −8,590−40.7% | Reduced |
| Kerusso Capital Management LLC | 12,542 | $1.71M | 1.09% | +759+6.4% | Added |
| Park National Corp | 12,502 | $1.70M | 0.06% | −469−3.6% | Reduced |
| OV Management LLC | 12,460 | $1.70M | 1.13% | +4,827+63.2% | Added |
| Beverly Hills Private Wealth, LLC | 12,429 | $1.69M | 0.34% | −3,070−19.8% | Reduced |
| First National Advisers, LLC | 12,421 | $1.69M | 0.27% | +559+4.7% | Added |
| Xcel Wealth Management, LLC | 12,409 | $1.69M | 0.49% | +9,013+265.4% | Added |
| Confluence Wealth Services, Inc. | 12,380 | $1.69M | 0.12% | −870−6.6% | Reduced |
| Mission Wealth Management, LP | 12,323 | $1.68M | 0.04% | −407−3.2% | Reduced |
| Nemes Rush Group LLC | 11,293 | $1.68M | 0.24% | −16−0.1% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.68M | 0.04% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 12,300 | $1.68M | 1.08% | +1,070+9.5% | Added |
| GSB Wealth Management, LLC | 12,265 | $1.67M | 0.43% | −9,118−42.6% | Reduced |
| Sumitomo Life Insurance Co | 12,206 | $1.66M | 0.03% | +315+2.6% | Added |
| Loudon Investment Management, LLC | 12,205 | $1.66M | 0.91% | −700−5.4% | Reduced |
| Arvest Investments, Inc. | 12,205 | $1.66M | 0.25% | +656+5.7% | Added |
| NorthRock Partners, LLC | 12,201 | $1.66M | 0.05% | −1,920−13.6% | Reduced |
| Argent Advisors, Inc. | 12,172 | $1.66M | 0.62% | +1,339+12.4% | Added |
| Excalibur Management Corp | 12,106 | $1.65M | 0.63% | −720−5.6% | Reduced |
| Optimum Investment Advisors | 12,084 | $1.65M | 0.71% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 12,068 | $1.65M | 0.25% | −200−1.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 12,036 | $1.64M | 1.06% | +1,259+11.7% | Added |
| Independent Financial Group, LLC | 12,024 | $1.64M | 0.06% | −2,547−17.5% | Reduced |
| Mengis Capital Management, Inc. | 12,016 | $1.64M | 0.32% | −325−2.6% | Reduced |
| Harbour Investments, Inc. | 11,990 | $1.63M | 0.05% | +673+5.9% | Added |
| Roundview Capital LLC | 11,979 | $1.63M | 0.12% | −349−2.8% | Reduced |
| Guidance Capital, Inc | 12,002 | $1.63M | 0.51% | +354+3.0% | Added |
| Forte Capital LLC | 11,920 | $1.63M | 0.18% | −1,126−8.6% | Reduced |
| Trustmark National Bank Trust Department | 11,913 | $1.62M | 0.12% | −5,259−30.6% | Reduced |
| Farther Finance Advisors, LLC | 11,912 | $1.62M | 0.06% | −412−3.3% | Reduced |
| Rockland Trust Co | 11,903 | $1.62M | 0.08% | −1,773−13.0% | Reduced |
| Gifford Fong Associates | 11,800 | $1.61M | 0.40% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 11,782 | $1.61M | 0.17% | −18−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 11,736 | $1.60M | 0.07% | −67,240−85.1% | Reduced |
| L.M. Kohn & Company | 11,708 | $1.60M | 0.40% | −410−3.4% | Reduced |
| Harvest Investment Advisors, LLC | 11,690 | $1.59M | 1.08% | +2,015+20.8% | Added |
| Capital International Inc | 11,678 | $1.59M | 0.02% | +589+5.3% | Added |
| Summit X, LLC | 11,596 | $1.59M | 0.39% | −587−4.8% | Reduced |
| Davis R M Inc | 11,628 | $1.59M | 0.03% | −210−1.8% | Reduced |
| Intrua Financial, LLC | 11,587 | $1.58M | 0.26% | +1,522+15.1% | Added |
| We Are One Seven, LLC | 11,568 | $1.58M | 0.07% | −121−1.0% | Reduced |
| Banque Pictet & Cie SA | 11,548 | $1.57M | 0.02% | −720−5.9% | Reduced |
| Hamel Associates, Inc. | 11,420 | $1.56M | 0.48% | −46,320−80.2% | Reduced |
| First Dallas Securities Inc. | 11,417 | $1.56M | 0.65% | +9,438+476.9% | Added |
| Equitable Holdings, Inc. | 11,396 | $1.55M | 0.02% | −3,153−21.7% | Reduced |
| Diversified Trust Co | 11,395 | $1.55M | 0.04% | −4,762−29.5% | Reduced |
| Lantz Financial LLC | 11,381 | $1.55M | 0.42% | −3,932−25.7% | Reduced |
| Quilter Plc | 11,338 | $1.55M | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 11,315 | $1.54M | 0.09% | +911+8.8% | Added |
| Greenleaf Trust | 11,312 | $1.54M | 0.01% | +1,606+16.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,562 | $1.54M | 0.59% | −104−0.9% | Reduced |
| Moody National Bank Trust Division | 11,263 | $1.54M | 0.16% | +1,972+21.2% | Added |
| Hedges Asset Management LLC | 11,200 | $1.53M | 1.01% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 11,139 | $1.52M | 1.05% | +4,083+57.9% | Added |
| Green Square Capital Advisors LLC | 11,307 | $1.52M | 0.21% | +644+6.0% | Added |
| Cim, LLC | 11,103 | $1.51M | 0.22% | +71+0.6% | Added |
| Fiduciary Group LLC | 11,097 | $1.51M | 0.15% | +2,002+22.0% | Added |
| Northeast Financial Consultants Inc | 11,079 | $1.51M | 0.07% | −100−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 11,077 | $1.51M | 0.45% | +11,077 | New |
| Easterly Investment Partners LLC | 11,076 | $1.51M | 0.12% | +4,302+63.5% | Added |
| Dakota Wealth Management | 11,060 | $1.51M | 0.03% | +3,280+42.2% | Added |
| Wetherby Asset Management Inc | 11,056 | $1.51M | 0.07% | −1,197−9.8% | Reduced |
| Stone Point Wealth LLC | 11,037 | $1.50M | 0.49% | −967−8.1% | Reduced |
| Group One Trading, L.P. | 11,035 | $1.50M | 0.06% | +3,970+56.2% | Added |
| Prime Capital Investment Advisors, LLC | 10,965 | $1.49M | 0.02% | −3,859−26.0% | Reduced |
| Investors Research Corp | 10,939 | $1.49M | 0.33% | +5,150+89.0% | Added |