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 |
|---|---|---|---|---|---|
| Profit Investment Management, LLC | 4,001 | $545.5K | 0.43% | 00.0% | Unchanged |
| Barr E S & Co | 3,983 | $543.0K | 0.03% | −6−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,980 | $542.6K | 0.33% | +3,980 | New |
| David Loasby | 4,150 | $542.5K | 0.05% | −1,062−20.4% | Reduced |
| Bank Ozk | 3,974 | $541.8K | 0.22% | +61+1.6% | Added |
| Arjuna Capital | 3,969 | $541.1K | 0.14% | +3,969 | New |
| N.E.W. Advisory Services LLC | 3,963 | $540.3K | 0.05% | +1,593+67.2% | Added |
| Caldwell Sutter Capital, Inc. | 3,959 | $539.8K | 0.25% | +252+6.8% | Added |
| Paragon Private Wealth Management, LLC | 3,951 | $538.7K | 0.27% | −230−5.5% | Reduced |
| Strategic Investment Solutions, Inc. | 3,948 | $538.4K | 0.16% | −389−9.0% | Reduced |
| Silver Oak Securities, Inc | 3,977 | $534.0K | 0.06% | +620+18.5% | Added |
| S.A. Mason LLC | 3,916 | $533.9K | 0.28% | −95−2.4% | Reduced |
| Claro Advisors LLC | 3,909 | $533.0K | 0.07% | +1,367+53.8% | Added |
| Syntax Research, Inc. | 3,909 | $533.0K | 0.36% | +3,808+3,770.3% | Added |
| Seelaus Asset Management LLC | 3,896 | $531.2K | 0.49% | +3,896 | New |
| CBOE Vest Financial, LLC | 3,865 | $527.0K | 0.01% | +3,865 | New |
| First Nebraska Trust Co | 3,864 | $526.8K | 0.05% | −6,768−63.7% | Reduced |
| Sittner & Nelson, LLC | 3,854 | $525.5K | 0.23% | +888+29.9% | Added |
| LaFleur & Godfrey LLC | 3,824 | $521.3K | 0.07% | +3,824 | New |
| Jaffetilchin Investment Partners, LLC | 3,822 | $521.1K | 0.04% | −77−2.0% | Reduced |
| Simon Quick Advisors, LLC | 3,809 | $519.4K | 0.03% | −847−18.2% | Reduced |
| RDA Financial Network | 3,807 | $519.1K | 0.16% | −130−3.3% | Reduced |
| Qsemble Capital Management, LP | 3,796 | $517.5K | 0.10% | −30,241−88.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,794 | $517.3K | 0.14% | +136+3.7% | Added |
| Durante & Waters, LLC | 3,755 | $512.0K | 0.43% | +10.0% | Added |
| River Street Advisors LLC | 3,737 | $509.5K | 0.28% | −142−3.7% | Reduced |
| Franklin Street Advisors Inc | 3,717 | $507.0K | 0.03% | −40−1.1% | Reduced |
| Heritage Wealth Advisors | 3,696 | $503.9K | 0.02% | −135−3.5% | Reduced |
| Eqis Capital Management, Inc. | 3,694 | $503.7K | 0.04% | −953−20.5% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,665 | $499.7K | 0.15% | +1,397+61.6% | Added |
| Boston Family Office LLC | 3,661 | $499.0K | 0.03% | −118−3.1% | Reduced |
| Sar Wealth Management Group, LLC | 3,656 | $498.5K | 0.33% | +2+0.1% | Added |
| First Affirmative Financial Network | 3,639 | $496.1K | 0.27% | +69+1.9% | Added |
| Keynote Financial Services LLC | 3,635 | $495.6K | 0.38% | +3,635 | New |
| Mystic Asset Management, Inc. | 3,631 | $495.1K | 0.19% | +424+13.2% | Added |
| Sharp Financial Services, LLC | 3,630 | $494.9K | 0.38% | +1,303+56.0% | Added |
| Traynor Capital Management, Inc. | 3,614 | $492.8K | 0.04% | −1,084−23.1% | Reduced |
| Shepherd Financial Partners LLC | 3,601 | $490.9K | 0.06% | +507+16.4% | Added |
| Ellis Investment Partners, LLC | 3,601 | $490.9K | 0.10% | −121−3.3% | Reduced |
| Simmons Bank | 3,600 | $490.8K | 0.04% | −735−17.0% | Reduced |
| Sonora Investment Management Group, LLC | 3,591 | $489.6K | 0.04% | +1,793+99.7% | Added |
| Harbor Investment Advisory, LLC | 3,583 | $488.4K | 0.05% | −2,059−36.5% | Reduced |
| Pathway Financial Advisors LLC | 3,574 | $487.3K | 0.13% | +14+0.4% | Added |
| Cascade Financial Partners, LLC | 3,709 | $487.1K | 0.06% | −50−1.3% | Reduced |
| Phillips Wealth Planners LLC | 3,584 | $486.8K | 0.47% | −261−6.8% | Reduced |
| Ignite Planners, LLC | 3,561 | $485.5K | 0.11% | −4−0.1% | Reduced |
| Sentry Investment Management LLC | 3,556 | $485.0K | 0.20% | +2,605+273.9% | Added |
| Liberty Capital Management, Inc. | 3,535 | $482.0K | 0.11% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,529 | $481.1K | 0.16% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,533 | $481.0K | 0.00% | −3,489−49.7% | Reduced |
| Viawealth, LLC | 3,522 | $480.2K | 0.28% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,513 | $479.0K | 0.06% | +1,258+55.8% | Added |
| Roble, Belko & Company, Inc | 3,513 | $479.0K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 3,513 | $479.0K | 0.01% | −753−17.7% | Reduced |
| Brevan Howard Capital Management LP | 3,509 | $478.4K | 0.02% | +3,509 | New |
| EverSource Wealth Advisors, LLC | 3,507 | $478.1K | 0.03% | −391−10.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,503 | $477.6K | 0.30% | −98−2.7% | Reduced |
| Versant Capital Management, Inc | 3,494 | $476.4K | 0.11% | +142+4.2% | Added |
| Penserra Capital Management LLC | 3,493 | $475.0K | 0.01% | +41+1.2% | Added |
| Wallace Advisory Group, LLC | 3,469 | $474.7K | 0.35% | 00.0% | Unchanged |
| Archer Investment Corp | 3,467 | $472.7K | 0.13% | +3+0.1% | Added |
| Eads & Heald Wealth Management | 3,462 | $472.0K | 0.22% | +53+1.6% | Added |
| Bridges Investment Management Inc | 3,449 | $470.2K | 0.01% | −549−13.7% | Reduced |
| Greenfield Savings Bank | 3,445 | $469.7K | 0.22% | +1,164+51.0% | Added |
| Bard Financial Services, Inc. | 3,425 | $467.0K | 0.06% | −31,900−90.3% | Reduced |
| Golden State Equity Partners | 3,422 | $466.6K | 0.07% | −1,611−32.0% | Reduced |
| First Hawaiian Bank | 3,410 | $464.9K | 0.01% | +72+2.2% | Added |
| Oakworth Capital, Inc. | 3,409 | $464.8K | 0.03% | −1,027−23.2% | Reduced |
| ORG Partners LLC | 3,390 | $462.7K | 0.07% | +170+5.3% | Added |
| FRG Family Wealth Advisors LLC | 3,390 | $462.2K | 0.08% | −860−20.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,386 | $461.6K | 0.04% | −1,952−36.6% | Reduced |
| Patten & Patten Inc | 3,385 | $461.4K | 0.03% | +165+5.1% | Added |
| Private Portfolio Partners LLC | 3,363 | $458.5K | 0.09% | +3,363 | New |
| Segment Wealth Management, LLC | 3,343 | $455.8K | 0.03% | −43−1.3% | Reduced |
| Journey Advisory Group, LLC | 3,326 | $455.2K | 0.05% | −50−1.5% | Reduced |
| Thrive Wealth Management, LLC | 3,328 | $453.7K | 0.08% | +374+12.7% | Added |
| SRS Capital Advisors, Inc. | 3,327 | $453.7K | 0.04% | −67−2.0% | Reduced |
| Granite Investment Partners, LLC | 3,322 | $452.9K | 0.02% | −3,124−48.5% | Reduced |
| NTV Asset Management LLC | 3,291 | $448.7K | 0.06% | +246+8.1% | Added |
| Montis Financial, LLC | 3,288 | $448.3K | 0.16% | +54+1.7% | Added |
| Pflug Koory, LLC | 3,287 | $448.1K | 0.22% | +3,287 | New |
| Central Valley Advisors, LLC | 3,273 | $446.2K | 0.25% | +3,273 | New |
| Vista Investment Partners LLC | 3,272 | $446.1K | 0.14% | +4+0.1% | Added |
| Norris Financial Group, LLC | 3,265 | $445.1K | 0.22% | +3,265 | New |
| S&CO Inc | 3,270 | $445.0K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,255 | $443.9K | 0.04% | +303+10.3% | Added |
| Dividend Assets Capital, LLC | 3,256 | $443.9K | 0.08% | −65−2.0% | Reduced |
| Waldron Private Wealth LLC | 3,246 | $442.7K | 0.02% | −428−11.6% | Reduced |
| Freestone Capital Holdings, LLC | 3,237 | $441.4K | 0.02% | −2,324−41.8% | Reduced |
| LMG Wealth Partners, LLC | 3,236 | $441.2K | 0.10% | +26+0.8% | Added |
| American National Bank | 3,228 | $440.1K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,220 | $439.0K | 0.16% | +18+0.6% | Added |
| Leo Wealth, LLC | 3,204 | $436.9K | 0.04% | +1,197+59.6% | Added |
| Accurate Wealth Management, LLC | 3,261 | $436.3K | 0.09% | −3−0.1% | Reduced |
| Kennedy Investment Group | 3,196 | $435.8K | 0.20% | −13−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,190 | $434.9K | 0.04% | +273+9.4% | Added |
| Founders Financial Securities LLC | 3,180 | $433.6K | 0.04% | −1,848−36.8% | Reduced |
| MidWestOne Financial Group, Inc. | 3,179 | $433.4K | 0.06% | +10+0.3% | Added |
| Titleist Asset Management, LLC | 3,177 | $433.1K | 0.06% | +3,177 | New |
| Liberty Wealth Management LLC | 3,178 | $433.0K | 0.07% | −1,166−26.8% | Reduced |