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 |
|---|---|---|---|---|---|
| Blackston Financial Advisory Group, LLC | 4,888 | $666.5K | 0.34% | −180−3.6% | Reduced |
| Shum Financial Group, Inc. | 4,971 | $665.3K | 0.55% | +4,971 | New |
| Choate Investment Advisors | 4,868 | $663.7K | 0.02% | −504−9.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,865 | $663.3K | 0.17% | −121−2.4% | Reduced |
| Quadcap Wealth Management, LLC | 4,862 | $662.8K | 0.10% | +164+3.5% | Added |
| Future Financial Wealth Managment LLC | 4,845 | $660.6K | 0.47% | +3,100+177.7% | Added |
| Advisors Management Group Inc | 4,831 | $659.0K | 0.16% | −10.0% | Reduced |
| Weaver Capital Management LLC | 4,810 | $655.8K | 0.20% | −294−5.8% | Reduced |
| CoreCap Advisors, LLC | 4,807 | $655.4K | 0.03% | +4,807 | New |
| McAdam, LLC | 4,802 | $654.7K | 0.04% | +71+1.5% | Added |
| Solitude Financial Services | 4,800 | $654.4K | 0.28% | 00.0% | Unchanged |
| Northstar Group, Inc. | 4,777 | $651.2K | 0.11% | −506−9.6% | Reduced |
| First Financial Bank - Trust Division | 4,755 | $648.3K | 0.06% | −236−4.7% | Reduced |
| BCJ Capital Management, LLC | 4,754 | $648.2K | 0.05% | +1,082+29.5% | Added |
| Sax Wealth Advisors, LLC | 4,753 | $648.0K | 0.06% | +1,257+36.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 4,732 | $645.2K | 0.58% | +2,692+132.0% | Added |
| VisionPoint Advisory Group, LLC | 4,719 | $643.4K | 0.22% | +4,521+2,283.3% | Added |
| Southeast Asset Advisors Inc. | 4,705 | $641.5K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,631 | $640.7K | 0.01% | −119−2.5% | Reduced |
| Wealthspire Advisors, LLC | 4,698 | $640.5K | 0.01% | −377−7.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,695 | $640.2K | 0.28% | −29−0.6% | Reduced |
| Chicago Capital, LLC | 4,691 | $639.6K | 0.02% | −370−7.3% | Reduced |
| Capital Asset Advisory Services LLC | 4,880 | $639.1K | 0.03% | −114−2.3% | Reduced |
| Octavia Wealth Advisors, LLC | 4,684 | $638.6K | 0.08% | +1,288+37.9% | Added |
| ZWJ Investment Counsel Inc | 4,676 | $637.5K | 0.03% | +57+1.2% | Added |
| Keudell/Morrison Wealth Management | 4,676 | $637.5K | 0.17% | −208−4.3% | Reduced |
| apricus wealth, LLC | 4,661 | $635.5K | 0.42% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 4,655 | $634.7K | 0.44% | −106−2.2% | Reduced |
| Absher Wealth Management, LLC | 4,643 | $633.0K | 0.08% | +977+26.7% | Added |
| Winthrop Advisory Group LLC | 4,641 | $632.7K | 0.08% | −545−10.5% | Reduced |
| Juncture Wealth Strategies, LLC | 4,629 | $631.2K | 0.24% | +650+16.3% | Added |
| Community Bank & Trust, Waco, Texas | 4,621 | $630.0K | 0.14% | +18+0.4% | Added |
| City State Bank | 4,615 | $629.2K | 0.23% | −5−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,609 | $628.4K | 0.13% | +4,609 | New |
| LifeGuide Financial Advisors, LLC | 4,586 | $625.3K | 0.27% | −111−2.4% | Reduced |
| Cohen Capital Management, Inc. | 4,585 | $625.1K | 0.10% | +180+4.1% | Added |
| Annex Advisory Services, LLC | 4,570 | $623.1K | 0.02% | −139−3.0% | Reduced |
| Conning Inc. | 4,569 | $622.9K | 0.02% | −343−7.0% | Reduced |
| Focus Financial Network, Inc. | 4,539 | $619.6K | 0.03% | −529−10.4% | Reduced |
| Morris Retirement Advisors, LLC | 4,541 | $619.1K | 0.34% | +355+8.5% | Added |
| LVW Advisors, LLC | 4,511 | $615.0K | 0.08% | −632−12.3% | Reduced |
| Smartleaf Asset Management LLC | 4,574 | $614.2K | 0.07% | −277−5.7% | Reduced |
| Net Worth Advisory Group | 4,488 | $611.9K | 0.18% | +4,488 | New |
| Tradewinds, LLC. | 4,487 | $611.7K | 0.19% | +81+1.8% | Added |
| Ancora Advisors, LLC | 4,485 | $611.6K | 0.01% | +412+10.1% | Added |
| Syon Capital LLC | 4,485 | $611.5K | 0.05% | −835−15.7% | Reduced |
| Wellington Shields & Co., LLC | 4,485 | $611.5K | 0.19% | +360+8.7% | Added |
| Brown, Lisle/Cummings, Inc. | 4,478 | $610.5K | 0.19% | +1,050+30.6% | Added |
| Fernwood Investment Management, LLC | 4,463 | $608.5K | 0.20% | −200−4.3% | Reduced |
| WestHill Financial Advisors, Inc. | 4,453 | $607.2K | 0.14% | +20.0% | Added |
| Private Wealth Partners, LLC | 4,450 | $606.7K | 0.05% | +1,700+61.8% | Added |
| S. R. Schill & Associates | 4,441 | $605.5K | 0.43% | −328,095−98.7% | Reduced |
| Elevated Capital Advisors, LLC | 4,438 | $605.1K | 0.16% | +364+8.9% | Added |
| Symphony Financial, Ltd. Co. | 4,518 | $604.5K | 0.10% | +4,518 | New |
| Schnieders Capital Management LLC | 4,418 | $602.4K | 0.11% | −1,453−24.7% | Reduced |
| Allred Capital Management, LLC | 4,407 | $600.9K | 0.24% | −37−0.8% | Reduced |
| NCM Capital Management, LLC | 4,404 | $600.4K | 0.29% | +931+26.8% | Added |
| Accuvest Global Advisors | 3,068 | $599.4K | 0.52% | +3,068 | New |
| Smith, Moore & Co. | 4,390 | $598.6K | 0.06% | −65−1.5% | Reduced |
| Shell Asset Management Co | 4,384 | $598.0K | 0.03% | +4,384 | New |
| Valley National Advisers Inc | 4,378 | $596.0K | 0.11% | −5,575−56.0% | Reduced |
| Kovack Advisors, Inc. | 4,369 | $595.7K | 0.06% | +205+4.9% | Added |
| Silver Coast Investments LLC | 4,363 | $594.9K | 0.22% | +2,267+108.2% | Added |
| Revolve Wealth Partners, LLC | 4,347 | $592.7K | 0.09% | +85+2.0% | Added |
| Constitution Capital LLC | 4,344 | $592.3K | 0.32% | −1,920−30.7% | Reduced |
| Pettee Investors, Inc. | 4,340 | $591.7K | 0.29% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,330 | $590.4K | 0.12% | −413−8.7% | Reduced |
| Summit Asset Management, LLC | 4,322 | $589.3K | 0.11% | +595+16.0% | Added |
| Tyche Wealth Partners LLC | 4,320 | $589.0K | 0.13% | −444−9.3% | Reduced |
| Peoples Financial Services Corp. | 4,319 | $588.8K | 0.27% | −67−1.5% | Reduced |
| Meyer Handelman Co | 4,300 | $586.3K | 0.02% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,298 | $586.0K | 0.36% | +17+0.4% | Added |
| Ambassador Advisors, LLC | 4,295 | $585.6K | 0.10% | +43+1.0% | Added |
| Shakespeare Wealth Management, Inc. | 4,267 | $581.8K | 0.15% | +15+0.4% | Added |
| Chicago Partners Investment Group LLC | 4,420 | $580.8K | 0.02% | +359+8.8% | Added |
| Foster Victor Wealth Advisors, LLC | 4,363 | $580.3K | 0.05% | +931+27.1% | Added |
| Ontario Teachers Pension Plan Board | 4,235 | $577.4K | 0.01% | −18,125−81.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,238 | $577.0K | 0.04% | −125−2.9% | Reduced |
| Greenwich Wealth Management LLC | 4,224 | $576.0K | 0.04% | −33−0.8% | Reduced |
| Geller Advisors LLC | 4,211 | $574.1K | 0.04% | −148−3.4% | Reduced |
| CKW Financial Group | 4,306 | $574.0K | 0.07% | +5+0.1% | Added |
| Deseret Mutual Benefit Administrators | 4,199 | $572.5K | 0.29% | +51+1.2% | Added |
| Gilliland Jeter Wealth Management LLC | 4,173 | $568.9K | 0.18% | +10.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,163 | $567.5K | 0.16% | +292+7.5% | Added |
| St. Johns Investment Management Company, LLC | 4,139 | $564.3K | 0.27% | −201−4.6% | Reduced |
| Chicago Trust Co NA | 4,120 | $561.7K | 0.10% | −529−11.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,117 | $561.3K | 0.05% | −36,361−89.8% | Reduced |
| Guardian Investment Management | 4,075 | $555.6K | 0.48% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,072 | $555.2K | 0.04% | −130−3.1% | Reduced |
| Lake Street Advisors Group, LLC | 4,070 | $555.0K | 0.03% | −740−15.4% | Reduced |
| Trust Point Inc. | 4,062 | $553.7K | 0.04% | +40+1.0% | Added |
| Diamant Asset Management, Inc. | 4,060 | $553.5K | 0.35% | +110+2.8% | Added |
| Jump Financial, LLC | 4,050 | $552.2K | 0.01% | −4,216−51.0% | Reduced |
| Smith, Salley & Associates | 4,042 | $551.0K | 0.04% | +52+1.3% | Added |
| American Trust Investment Advisors, LLC | 4,040 | $550.8K | 0.23% | +4,040 | New |
| Quadrant Capital Group LLC | 4,038 | $550.5K | 0.04% | −369−8.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,035 | $550.2K | 0.03% | +805+24.9% | Added |
| Rogco, LP | 4,025 | $548.8K | 0.22% | −25−0.6% | Reduced |
| Powers Advisory Group, LLC | 4,020 | $548.1K | 0.27% | +34+0.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,014 | $547.3K | 0.31% | −300−7.0% | Reduced |