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 |
|---|---|---|---|---|---|
| Marex Group plc | 6,431 | $876.8K | 0.02% | +3,312+106.2% | Added |
| Family Asset Management, LLC | 6,379 | $869.7K | 0.52% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 6,368 | $868.2K | 0.17% | +749+13.3% | Added |
| Pinnacle West Asset Management, Inc. | 6,360 | $867.0K | 0.62% | +710+12.6% | Added |
| Richwood Investment Advisors, LLC | 6,356 | $866.5K | 0.72% | +4,866+326.6% | Added |
| Essex Savings Bank | 6,353 | $866.2K | 0.22% | −167−2.6% | Reduced |
| Modern Wealth Management, LLC | 6,333 | $863.3K | 0.05% | +355+5.9% | Added |
| Howard Capital Management Inc. | 6,330 | $863.1K | 0.01% | +6,330 | New |
| Teamwork Financial Advisors, LLC | 6,270 | $854.9K | 0.12% | +6,270 | New |
| Phoenix Holdings Ltd. | 6,236 | $851.5K | 0.01% | +2,529+68.2% | Added |
| Trust Investment Advisors | 6,242 | $851.1K | 0.54% | −373−5.6% | Reduced |
| Lakewood Asset Management LLC | 6,219 | $847.9K | 0.58% | −236−3.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,259 | $842.4K | 0.29% | +1,326+26.9% | Added |
| Intrust Bank NA | 6,156 | $839.3K | 0.08% | −265−4.1% | Reduced |
| Carnegie Lake Advisors LLC | 6,150 | $838.0K | 0.33% | +6,150 | New |
| Paradigm Financial Partners, LLC | 6,253 | $835.9K | 0.12% | +6,253 | New |
| Roberts Glore & Co Inc | 6,088 | $830.0K | 0.24% | +3,338+121.4% | Added |
| SevenBridge Financial Group, LLC | 6,291 | $827.9K | 0.16% | −23−0.4% | Reduced |
| Rothschild Investment LLC | 6,070 | $827.6K | 0.05% | −400−6.2% | Reduced |
| Howland Capital Management LLC | 6,066 | $827.0K | 0.04% | −872−12.6% | Reduced |
| DeDora Capital, Inc. | 6,053 | $825.2K | 0.23% | +45+0.7% | Added |
| Affinity Wealth Management LLC | 6,046 | $824.3K | 0.15% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,042 | $823.8K | 0.31% | +2,659+78.6% | Added |
| Tradewinds Capital Management, LLC | 6,036 | $822.9K | 0.22% | +10.0% | Added |
| Schechter Investment Advisors, LLC | 6,005 | $818.6K | 0.06% | −2,124−26.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,004 | $818.6K | 0.02% | −61,395−91.1% | Reduced |
| Berkshire Asset Management LLC | 5,946 | $813.7K | 0.04% | 00.0% | Unchanged |
| Mendel Money Management | 5,961 | $812.7K | 0.35% | +68+1.2% | Added |
| Ingalls & Snyder LLC | 5,945 | $811.0K | 0.03% | −206−3.3% | Reduced |
| Leavell Investment Management, Inc. | 5,948 | $811.0K | 0.04% | +3,800+176.9% | Added |
| Summit Trail Advisors, LLC | 5,924 | $807.7K | 0.02% | +483+8.9% | Added |
| Palisade Capital Management LLC | 5,880 | $801.7K | 0.02% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 5,833 | $795.2K | 0.18% | −6,456−52.5% | Reduced |
| Boston Financial Mangement LLC | 5,826 | $794.4K | 0.02% | −114−1.9% | Reduced |
| Byrne Asset Management LLC | 5,803 | $791.2K | 0.54% | – | – |
| Norden Group LLC | 5,749 | $783.9K | 0.09% | +601+11.7% | Added |
| Emerald Advisors, LLC | 5,763 | $783.3K | 0.11% | +485+9.2% | Added |
| GAMMA Investing LLC | 5,680 | $774.4K | 0.08% | +286+5.3% | Added |
| Central Bank & Trust Co | 5,662 | $772.0K | 0.11% | +1,437+34.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,573 | $759.8K | 0.10% | −1,101−16.5% | Reduced |
| Studio Investment Management LLC | 5,480 | $747.1K | 0.16% | +492+9.9% | Added |
| Biltmore Wealth Management, LLC | 5,463 | $744.8K | 0.31% | +1,732+46.4% | Added |
| Wealth Advisory Solutions, LLC | 5,459 | $744.3K | 0.20% | +2,519+85.7% | Added |
| High Net Worth Advisory Group LLC | 5,451 | $743.2K | 0.21% | −1,145−17.4% | Reduced |
| First United Bank Trust | 5,450 | $743.1K | 0.27% | −620−10.2% | Reduced |
| Panagora Asset Management Inc | 5,422 | $739.2K | 0.00% | −4−0.1% | Reduced |
| Acropolis Investment Management, LLC | 5,391 | $735.1K | 0.04% | −672−11.1% | Reduced |
| 1st Source Bank | 5,387 | $734.5K | 0.04% | −252−4.5% | Reduced |
| Axiom Advisory, LLC | 5,589 | $733.3K | 0.01% | −1,137−16.9% | Reduced |
| Cidel Asset Management Inc | 5,375 | $732.8K | 0.05% | +798+17.4% | Added |
| Bangor Savings Bank | 5,359 | $730.6K | 0.07% | −389−6.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,342 | $728.3K | 0.13% | +87+1.7% | Added |
| Kingswood Wealth Advisors, LLC | 5,320 | $724.7K | 0.05% | −449−7.8% | Reduced |
| TrinityPoint Wealth, LLC | 5,311 | $724.1K | 0.10% | −2,123−28.6% | Reduced |
| TCG Advisory Services, LLC | 5,300 | $722.6K | 0.03% | −807−13.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,292 | $721.5K | 0.03% | −269−4.8% | Reduced |
| Checchi Capital Advisers, LLC | 5,289 | $721.1K | 0.05% | −334−5.9% | Reduced |
| Community Trust & Investment Co | 5,283 | $720.3K | 0.05% | +182+3.6% | Added |
| SC&H Financial Advisors, Inc. | 5,273 | $719.0K | 0.16% | +20.0% | Added |
| Agf Management Ltd | 5,272 | $718.8K | 0.00% | +729+16.0% | Added |
| Hutner Capital Management Inc | 5,271 | $718.7K | 0.36% | −54−1.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 5,255 | $716.5K | 0.39% | +47+0.9% | Added |
| Founders Financial Alliance, LLC | 5,250 | $715.8K | 0.20% | +197+3.9% | Added |
| SeaCrest Wealth Management, LLC | 5,243 | $714.8K | 0.08% | −623−10.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $713.6K | 0.04% | +3,769+257.1% | Added |
| Kanawha Capital Management LLC | 5,214 | $710.9K | 0.05% | −99−1.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,210 | $710.3K | 0.08% | −100−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 5,210 | $710.3K | 0.19% | −16−0.3% | Reduced |
| RPS Advisory Solutions LLC | 5,177 | $705.9K | 0.51% | +5,177 | New |
| First County Bank | 5,166 | $704.3K | 0.35% | −1,232−19.3% | Reduced |
| First Horizon Advisors, Inc. | 5,164 | $704.2K | 0.02% | −1,017−16.5% | Reduced |
| Cetera Trust Company, N.A | 5,144 | $701.3K | 0.43% | −65−1.2% | Reduced |
| Capital Square, LLC | 5,142 | $701.2K | 0.43% | −532−9.4% | Reduced |
| Legacy Capital Group California, Inc. | 5,138 | $700.5K | 0.23% | +5,138 | New |
| Archford Capital Strategies, LLC | 5,201 | $699.8K | 0.11% | −901−14.8% | Reduced |
| Capital Analysts, LLC | 5,113 | $697.0K | 0.03% | +364+7.7% | Added |
| Ar Asset Management Inc | 5,100 | $695.0K | 0.15% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,094 | $694.5K | 0.13% | +210+4.3% | Added |
| Patrick Mauro Investment Advisor, INC. | 5,070 | $691.2K | 0.36% | +155+3.2% | Added |
| Mayflower Financial Advisors, LLC | 5,040 | $687.1K | 0.10% | −311−5.8% | Reduced |
| Centaurus Financial, Inc. | 5,033 | $686.0K | 0.04% | −203−3.9% | Reduced |
| Taylor Financial Group, Inc. | 5,023 | $684.8K | 0.47% | +100+2.0% | Added |
| Valmark Advisers, Inc. | 5,022 | $684.7K | 0.01% | +98+2.0% | Added |
| Patriot Investment Management Inc. | 5,009 | $682.9K | 0.05% | −399−7.4% | Reduced |
| CPR Investments Inc. | 5,000 | $681.7K | 0.64% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,999 | $681.6K | 0.03% | −433−8.0% | Reduced |
| Bank of Hawaii | 4,992 | $680.6K | 0.03% | −282−5.3% | Reduced |
| OmniStar Financial Group, Inc. | 4,963 | $679.8K | 0.51% | +4,963 | New |
| MWA Asset Management | 4,978 | $678.7K | 0.45% | −7,599−60.4% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $676.8K | 0.34% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,962 | $676.5K | 0.20% | −15−0.3% | Reduced |
| San Luis Wealth Advisors LLC | 4,958 | $676.0K | 0.14% | +2,560+106.8% | Added |
| Patrick M Sweeney & Associates, Inc | 4,952 | $675.2K | 0.50% | −15−0.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,950 | $674.9K | 0.14% | +11+0.2% | Added |
| iA Global Asset Management Inc. | 4,944 | $674.0K | 0.01% | −24,396−83.1% | Reduced |
| Darwin Advisors, LLC | 4,933 | $672.6K | 0.18% | +4,933 | New |
| Equitable Trust Co | 4,932 | $672.4K | 0.04% | +276+5.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,931 | $672.4K | 0.02% | −2,962−37.5% | Reduced |
| Transcend Wealth Collective, LLC | 4,905 | $668.8K | 0.04% | −467−8.7% | Reduced |
| Morningstar Investment Management LLC | 4,957 | $667.0K | 0.07% | −20.0% | Reduced |