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 |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | 11,098 | $1.49M | 0.00% | +8,537+333.3% | Added |
| Brown Miller Wealth Management, LLC | 10,916 | $1.49M | 0.58% | +757+7.5% | Added |
| Regal Investment Advisors LLC | 10,905 | $1.49M | 0.10% | +2,696+32.8% | Added |
| Resonant Capital Advisors, LLC | 10,895 | $1.49M | 0.11% | +94+0.9% | Added |
| Bradley Foster & Sargent Inc | 10,800 | $1.47M | 0.02% | −442−3.9% | Reduced |
| Sandy Spring Bank | 10,749 | $1.47M | 0.06% | −643−5.6% | Reduced |
| Twin City Private Wealth, LLC | 10,556 | $1.44M | 1.25% | +31+0.3% | Added |
| Shorepoint Capital Partners LLC | 10,532 | $1.44M | 0.33% | −8,299−44.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10,488 | $1.43M | 1.06% | −3,579−25.4% | Reduced |
| Avitas Wealth Management LLC | 10,471 | $1.43M | 0.20% | −42−0.4% | Reduced |
| Eastern Bank | 10,444 | $1.42M | 0.03% | −63,106−85.8% | Reduced |
| Quantitative Investment Management, LLC | 10,441 | $1.42M | 0.14% | +10,441 | New |
| Mechanics Bank Trust Department | 10,424 | $1.42M | 0.19% | −290−2.7% | Reduced |
| Hexagon Capital Partners LLC | 10,393 | $1.42M | 0.28% | +2,347+29.2% | Added |
| Venturi Wealth Management, LLC | 10,386 | $1.42M | 0.07% | +1,410+15.7% | Added |
| Stiles Financial Services Inc | 10,322 | $1.41M | 0.50% | +1,099+11.9% | Added |
| Spire Wealth Management | 10,200 | $1.39M | 0.05% | −2,185−17.6% | Reduced |
| Meeder Advisory Services, Inc. | 10,158 | $1.38M | 0.09% | −557−5.2% | Reduced |
| Aptus Capital Advisors, LLC | 10,129 | $1.38M | 0.02% | +620+6.5% | Added |
| PFC Capital Group, Inc. | 10,020 | $1.37M | 0.66% | −250−2.4% | Reduced |
| Mitchell Sinkler & Starr | 10,015 | $1.37M | 0.34% | +285+2.9% | Added |
| Neville Rodie & Shaw Inc | 10,000 | $1.36M | 0.10% | +365+3.8% | Added |
| Cullen Investment Group, Ltd. | 9,991 | $1.36M | 0.20% | −118−1.2% | Reduced |
| Clark Capital Management Group, Inc. | 9,987 | $1.36M | 0.01% | +2,897+40.9% | Added |
| Cora Capital Advisors LLC | 9,971 | $1.36M | 0.67% | −38−0.4% | Reduced |
| Catalytic Wealth RIA, LLC | 9,923 | $1.35M | 0.24% | −111−1.1% | Reduced |
| NBC Securities, Inc. | 9,850 | $1.34M | 0.11% | +179+1.9% | Added |
| City Holding Co | 9,781 | $1.33M | 0.19% | −1,184−10.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 9,748 | $1.33M | 0.84% | −1,681−14.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,746 | $1.33M | 0.08% | +2,782+39.9% | Added |
| Matrix Trust Co | 9,739 | $1.33M | 0.25% | −398−3.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.33M | 0.84% | 00.0% | Unchanged |
| Moneywise, Inc. | 9,688 | $1.32M | 0.65% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,661 | $1.32M | 0.01% | −2,957−23.4% | Reduced |
| Meridian Wealth Management, LLC | 9,653 | $1.32M | 0.06% | +9,653 | New |
| Goldstone Financial Group, LLC | 9,628 | $1.31M | 0.23% | −10.0% | Reduced |
| Insigneo Advisory Services, LLC | 9,603 | $1.31M | 0.13% | −1,084−10.1% | Reduced |
| Caas Capital Management LP | 9,600 | $1.31M | 0.89% | +9,600 | New |
| South State Corp. | 9,599 | $1.31M | 0.09% | −984−9.3% | Reduced |
| Moore Capital Management, LP | 9,578 | $1.31M | 0.04% | −154,845−94.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,530 | $1.30M | 0.54% | +9,530 | New |
| Central Trust Co | 9,525 | $1.30M | 0.03% | −2,505−20.8% | Reduced |
| Wealth Management Partners, LLC | 9,479 | $1.29M | 0.60% | −2,046−17.8% | Reduced |
| ForthRight Wealth Management, LLC | 9,469 | $1.29M | 0.43% | −66−0.7% | Reduced |
| Heritage Wealth Management, Inc. | 9,407 | $1.28M | 0.42% | −1,152−10.9% | Reduced |
| Profund Advisors LLC | 9,384 | $1.28M | 0.05% | −2,062−18.0% | Reduced |
| Rodgers Brothers Inc. | 9,351 | $1.27M | 0.16% | −8,606−47.9% | Reduced |
| Castlekeep Investment Advisors LLC | 9,312 | $1.27M | 0.87% | +2,639+39.5% | Added |
| New Century Financial Group, LLC | 9,290 | $1.27M | 0.46% | +9,290 | New |
| BlueChip Wealth Advisors LLC | 9,250 | $1.26M | 0.66% | 00.0% | Unchanged |
| Modus Advisors, LLC | 9,216 | $1.26M | 0.41% | −753−7.6% | Reduced |
| Tudor Investment Corp Et Al | 9,213 | $1.26M | 0.01% | −269,034−96.7% | Reduced |
| Capital Advisors Inc | 9,206 | $1.26M | 0.03% | −339−3.6% | Reduced |
| Aigen Investment Management, LP | 9,197 | $1.25M | 0.25% | +4,924+115.2% | Added |
| Cornerstone Wealth Management, LLC | 9,164 | $1.25M | 0.09% | +474+5.5% | Added |
| Inceptionr LLC | 9,123 | $1.24M | 0.30% | −1,904−17.3% | Reduced |
| Strategic Advisors LLC | 9,103 | $1.24M | 0.23% | −478−5.0% | Reduced |
| Buckingham Strategic Partners | 9,077 | $1.24M | 0.03% | +345+4.0% | Added |
| Aberdeen Wealth Management LLC | 9,074 | $1.24M | 0.81% | −297−3.2% | Reduced |
| Geneos Wealth Management Inc. | 9,061 | $1.24M | 0.05% | +4,558+101.2% | Added |
| Longfellow Investment Management Co LLC | 9,010 | $1.23M | 0.31% | +54+0.6% | Added |
| Johnson Financial Group, Inc. | 9,009 | $1.23M | 0.06% | +523+6.2% | Added |
| Campbell & CO Investment Adviser LLC | 8,909 | $1.21M | 0.09% | +8,909 | New |
| Court Place Advisors, LLC | 8,895 | $1.21M | 0.35% | −333−3.6% | Reduced |
| Probity Advisors, Inc. | 8,893 | $1.21M | 0.23% | +1,022+13.0% | Added |
| Voya Financial Advisors, Inc. | 9,004 | $1.21M | 0.13% | +45+0.5% | Added |
| Legacy Financial Advisors, Inc. | 8,863 | $1.21M | 0.20% | +220+2.5% | Added |
| Access Financial Services, Inc. | 8,832 | $1.20M | 0.55% | −750−7.8% | Reduced |
| Applied Capital LLC | 8,804 | $1.20M | 0.94% | +20+0.2% | Added |
| Trust Co of Vermont | 8,800 | $1.20M | 0.06% | +860+10.8% | Added |
| Ronald Blue Trust, Inc. | 8,761 | $1.20M | 0.02% | +1,652+23.2% | Added |
| Western Wealth Management, LLC | 8,793 | $1.20M | 0.07% | +425+5.1% | Added |
| LS Investment Advisors, LLC | 8,740 | $1.19M | 0.18% | +145+1.7% | Added |
| Advance Capital Management, Inc. | 8,728 | $1.19M | 0.05% | +238+2.8% | Added |
| Strategic Blueprint, LLC | 8,727 | $1.19M | 0.07% | +833+10.6% | Added |
| Intellectus Partners, LLC | 8,694 | $1.19M | 0.30% | +1,319+17.9% | Added |
| Exchange Traded Concepts, LLC | 8,641 | $1.18M | 0.03% | +8,301+2,441.5% | Added |
| Blueshift Asset Management, LLC | 8,617 | $1.17M | 0.29% | −1,235−12.5% | Reduced |
| Main Street Financial Solutions, LLC | 8,590 | $1.17M | 0.11% | +3,073+55.7% | Added |
| Ossiam | 8,570 | $1.17M | 0.02% | −456−5.1% | Reduced |
| AlphaStar Capital Management, LLC | 8,547 | $1.17M | 0.09% | +3,306+63.1% | Added |
| Whittier Trust Co of Nevada Inc | 8,513 | $1.16M | 0.03% | −685−7.4% | Reduced |
| Leonteq Securities AG | 8,432 | $1.15M | 0.14% | −4,437−34.5% | Reduced |
| Keystone Financial Group | 8,423 | $1.15M | 0.15% | +379+4.7% | Added |
| Pacific Global Investment Management CO | 8,398 | $1.14M | 0.21% | −93−1.1% | Reduced |
| TCM Advisors, LLC | – | $1.13M | 0.94% | – | – |
| Canandaigua National Bank & Trust Co | 8,267 | $1.13M | 0.11% | −555−6.3% | Reduced |
| Financial Advocates Investment Management | 8,242 | $1.12M | 0.06% | +4,368+112.8% | Added |
| SPC Financial, Inc. | 8,234 | $1.12M | 0.10% | −142−1.7% | Reduced |
| Midland Wealth Advisors LLC | 8,197 | $1.12M | 0.07% | −1,162−12.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,181 | $1.12M | 0.89% | +156+1.9% | Added |
| SageView Advisory Group, LLC | 8,174 | $1.11M | 0.06% | −1,743−17.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,167 | $1.11M | 0.11% | −1,836−18.4% | Reduced |
| MSH Capital Advisors LLC | 8,167 | $1.11M | 0.34% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8,109 | $1.11M | 0.09% | −280−3.3% | Reduced |
| First Citizens Bank & Trust Co | 8,062 | $1.10M | 0.02% | +346+4.5% | Added |
| Blue Chip Partners, Inc. | 8,001 | $1.09M | 0.09% | −108,318−93.1% | Reduced |
| Harvest Portfolios Group Inc. | 8,000 | $1.09M | 0.04% | −105,955−93.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.09M | 0.32% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,935 | $1.08M | 0.05% | −52,196−86.8% | Reduced |