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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 7,931 | $1.08M | 0.01% | −51,750−86.7% | Reduced |
| SOA Wealth Advisors, LLC. | 7,891 | $1.08M | 0.21% | −1,089−12.1% | Reduced |
| Cedrus LLC | 7,885 | $1.08M | 0.40% | −12−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 7,866 | $1.07M | 0.48% | −7−0.1% | Reduced |
| Essex Financial Services, Inc. | 8,151 | $1.07M | 0.08% | −1,390−14.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,836 | $1.07M | 0.10% | −1,187−13.2% | Reduced |
| Amplius Wealth Advisors, LLC | 7,819 | $1.07M | 0.12% | −20−0.3% | Reduced |
| Pallas Capital Advisors LLC | 7,677 | $1.06M | 0.05% | −11,597−60.2% | Reduced |
| Norway Savings Bank | 7,772 | $1.06M | 0.57% | −115−1.5% | Reduced |
| CRA Financial Services, LLC | 7,754 | $1.06M | 0.19% | −207−2.6% | Reduced |
| AMG National Trust Bank | 7,736 | $1.05M | 0.03% | −2,474−24.2% | Reduced |
| Berkeley Capital Partners, LLC | 7,716 | $1.05M | 0.30% | +1,528+24.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,696 | $1.05M | 0.05% | −2,843−27.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,691 | $1.05M | 0.25% | +256+3.4% | Added |
| Crescent Grove Advisors, LLC | 7,668 | $1.05M | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,655 | $1.04M | 0.07% | +3,030+65.5% | Added |
| DRW Securities, LLC | 7,630 | $1.04M | 0.06% | +7,630 | New |
| Ameritas Investment Partners, Inc. | 7,587 | $1.03M | 0.03% | −280−3.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,578 | $1.03M | 0.38% | +548+7.8% | Added |
| Convergence Investment Partners, LLC | 7,572 | $1.03M | 0.28% | −5,293−41.1% | Reduced |
| Nations Financial Group Inc, | 7,566 | $1.03M | 0.07% | +333+4.6% | Added |
| IFP Advisors, Inc | 2,142 | $1.03M | 0.04% | −2,939−57.8% | Reduced |
| Belpointe Asset Management LLC | 7,537 | $1.03M | 0.06% | +2,497+49.5% | Added |
| Wolff Financial Management LLC | 7,526 | $1.03M | 0.28% | +7,526 | New |
| Corundum Group, Inc. | 7,524 | $1.03M | 0.47% | −1,725−18.7% | Reduced |
| Cigna Investments Inc | 7,508 | $1.02M | 0.18% | +75+1.0% | Added |
| Bollard Group LLC | 7,496 | $1.02M | 0.03% | +94+1.3% | Added |
| Eaton Financial Holdings Company, LLC | 7,490 | $1.02M | 0.42% | +7,490 | New |
| Fiduciary Trust Co | 7,488 | $1.02M | 0.01% | −868−10.4% | Reduced |
| Wimmer Associates 1, LLC | 7,486 | $1.02M | 0.50% | −3,473−31.7% | Reduced |
| Verity Asset Management, Inc. | 7,448 | $1.01M | 0.38% | +3,068+70.0% | Added |
| TFG Advisers LLC | 7,425 | $1.01M | 0.36% | −63−0.8% | Reduced |
| Wealth Alliance | 7,419 | $1.01M | 0.12% | +2,524+51.6% | Added |
| Trust Co of Virginia | 7,411 | $1.01M | 0.09% | −126−1.7% | Reduced |
| Brighton Jones LLC | 7,403 | $1.01M | 0.04% | −5,065−40.6% | Reduced |
| Pensionfund Sabic | 7,400 | $1.01M | 0.32% | −2,900−28.2% | Reduced |
| Harbour Trust & Investment Management Co | 7,397 | $1.01M | 0.11% | −162−2.1% | Reduced |
| Dark Forest Capital Management LP | 7,381 | $1.01M | 0.13% | +7,381 | New |
| Pittenger & Anderson Inc | 7,362 | $1.00M | 0.04% | −87−1.2% | Reduced |
| Larson Financial Group LLC | 7,324 | $998.6K | 0.06% | +3,100+73.4% | Added |
| Opinicus Capital, Inc. | 7,302 | $995.5K | 0.80% | +3,882+113.5% | Added |
| nVerses Capital, LLC | 7,300 | $995.3K | 0.46% | +4,500+160.7% | Added |
| Access Investment Management LLC | 7,295 | $994.6K | 0.30% | +725+11.0% | Added |
| Alpha DNA Investment Management LLC | 7,286 | $993.3K | 0.54% | +217+3.1% | Added |
| King Luther Capital Management Corp | 7,283 | $993.0K | 0.00% | −2,643−26.6% | Reduced |
| Taylor Hoffman Capital Management LLC | 7,403 | $992.4K | 0.38% | +7,403 | New |
| Harrington Investments, INC | 7,278 | $992.3K | 0.54% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,278 | $992.3K | 0.13% | −587−7.5% | Reduced |
| Invesco, LLC | 7,269 | $991.1K | 0.40% | −16−0.2% | Reduced |
| Richard W. Paul & Associates, LLC | 7,254 | $989.0K | 0.36% | +3,424+89.4% | Added |
| Investors Asset Management of Georgia Inc | 7,237 | $986.7K | 0.47% | +509+7.6% | Added |
| Raleigh Capital Management Inc. | 7,214 | $983.5K | 0.38% | −115−1.6% | Reduced |
| Machina Capital S.A.S. | 7,179 | $978.8K | 0.39% | −6,738−48.4% | Reduced |
| Old Second National Bank of Aurora | 7,177 | $978.5K | 0.24% | +83+1.2% | Added |
| Westover Capital Advisors, LLC | 7,164 | $976.7K | 0.19% | −300−4.0% | Reduced |
| Old National Bancorp | 7,144 | $974.0K | 0.02% | −32−0.4% | Reduced |
| Formidable Asset Management, LLC | 7,136 | $972.9K | 0.16% | +117+1.7% | Added |
| Parsons Capital Management Inc | 7,129 | $972.0K | 0.06% | −1,549−17.8% | Reduced |
| Silvant Capital Management LLC | 7,129 | $972.0K | 0.04% | −764−9.7% | Reduced |
| Colonial Trust Co | 7,129 | $971.9K | 0.15% | +178+2.6% | Added |
| SNS Financial Group, LLC | 7,089 | $966.5K | 0.10% | +320+4.7% | Added |
| BKD Wealth Advisors, LLC | 7,084 | $965.9K | 0.02% | −439−5.8% | Reduced |
| Fundamentun, LLC | 7,066 | $963.4K | 0.07% | +1,007+16.6% | Added |
| Noble Family Wealth, LLC | 7,030 | $958.5K | 0.26% | −245−3.4% | Reduced |
| Kestra Investment Management, LLC | 7,026 | $957.9K | 0.04% | +7,026 | New |
| Ceera Investments, LLC | 7,016 | $956.6K | 0.36% | +3,080+78.3% | Added |
| Hartford Financial Management Inc. | 7,000 | $954.4K | 0.20% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $954.4K | 0.16% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 6,985 | $952.0K | 0.64% | −865−11.0% | Reduced |
| Concord Wealth Partners | 6,982 | $951.9K | 0.16% | −6,461−48.1% | Reduced |
| Alpha Omega Wealth Management LLC | 6,963 | $949.3K | 0.17% | +50+0.7% | Added |
| Balboa Wealth Partners | 6,931 | $945.0K | 0.24% | +5,390+349.8% | Added |
| Precedent Wealth Partners, LLC | 6,926 | $944.3K | 0.31% | +1,097+18.8% | Added |
| Watts Gwilliam & Co., LLC | 7,197 | $942.5K | 0.21% | +7,197 | New |
| United Community Bank | 6,899 | $940.6K | 0.37% | −8,876−56.3% | Reduced |
| CFS Investment Advisory Services, LLC | 6,884 | $939.0K | 0.08% | −1,145−14.3% | Reduced |
| Fortis Advisors, LLC | 6,869 | $936.6K | 0.61% | −3,894−36.2% | Reduced |
| Lincoln Capital LLC | 6,850 | $934.0K | 0.20% | −82−1.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,850 | $933.9K | 0.58% | −1,325−16.2% | Reduced |
| Csenge Advisory Group | 6,870 | $924.8K | 0.05% | −453−6.2% | Reduced |
| Spears Abacus Advisors LLC | 6,780 | $924.4K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,770 | $923.0K | 0.85% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,760 | $921.6K | 0.05% | −1,557−18.7% | Reduced |
| Washington Trust Co | 6,757 | $921.3K | 0.03% | −72−1.1% | Reduced |
| AIMZ Investment Advisors, LLC | 6,750 | $920.3K | 0.31% | +75+1.1% | Added |
| Proequities, Inc. | 6,743 | $919.4K | 0.05% | +1,007+17.6% | Added |
| Abundance Wealth Counselors | 6,729 | $917.0K | 0.19% | +6,729 | New |
| Marino, Stram & Associates LLC | 6,700 | $913.5K | 0.20% | −71−1.0% | Reduced |
| Natixis | 6,695 | $912.8K | 0.01% | +6,695 | New |
| Stableford Capital II LLC | 6,750 | $908.5K | 0.36% | −20−0.3% | Reduced |
| Brown Capital Management LLC | 6,656 | $907.5K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,620 | $902.6K | 0.12% | +175+2.7% | Added |
| Diligent Investors, LLC | 6,611 | $901.4K | 0.21% | −153−2.3% | Reduced |
| Kings Path Partners LLC | 6,605 | $900.5K | 0.38% | 00.0% | Unchanged |
| Gleason Group, Inc. | 6,576 | $896.6K | 0.16% | +80+1.2% | Added |
| Private Trust Co NA | 6,520 | $889.0K | 0.09% | −661−9.2% | Reduced |
| First Bank & Trust | 6,515 | $888.3K | 0.17% | −1,929−22.8% | Reduced |
| Capital Wealth Planning, LLC | 6,510 | $887.6K | 0.01% | −2,021−23.7% | Reduced |
| Principle Wealth Partners LLC | 6,470 | $882.1K | 0.06% | +405+6.7% | Added |
| Sentinus, LLC | 9,743 | $880.8K | 0.33% | +6,020+161.7% | Added |