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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 3,173 | $432.6K | 0.02% | −3,676−53.7% | Reduced |
| Cutler Investment Counsel LLC | 3,168 | $431.9K | 0.05% | −418−11.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $430.8K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,151 | $429.6K | 0.17% | +523+19.9% | Added |
| Personal Cfo Solutions, LLC | 3,147 | $429.1K | 0.06% | −68−2.1% | Reduced |
| Gsa Capital Partners LLP | 3,144 | $429.0K | 0.03% | −93−2.9% | Reduced |
| Eaton-Cambridge Inc. | 3,140 | $428.1K | 0.20% | −122−3.7% | Reduced |
| Encompass Wealth Advisors, LLC | 3,134 | $427.3K | 0.11% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,126 | $426.2K | 0.14% | +45+1.5% | Added |
| Center for Financial Planning, Inc. | 3,122 | $425.7K | 0.06% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,111 | $424.2K | 0.02% | +3,111 | New |
| Alliance Wealth Advisors, LLC | 3,110 | $424.0K | 0.11% | +566+22.2% | Added |
| Dechtman Wealth Management, LLC | 3,105 | $423.3K | 0.09% | +39+1.3% | Added |
| Tucker Asset Management LLC | 3,102 | $422.9K | 0.10% | +558+21.9% | Added |
| MKT Advisors LLC | 3,179 | $422.8K | 0.20% | −97−3.0% | Reduced |
| IFG Advisors, LLC | 3,099 | $422.5K | 0.09% | −297−8.7% | Reduced |
| JT Stratford LLC | 3,093 | $421.7K | 0.07% | −1,722−35.8% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,090 | $421.3K | 0.30% | +3,090 | New |
| Verus Capital Partners, LLC | 3,074 | $420.8K | 0.04% | +184+6.4% | Added |
| Palumbo Wealth Management LLC | 3,083 | $420.3K | 0.16% | +3+0.1% | Added |
| Amica Retiree Medical Trust | 3,083 | $420.0K | 0.35% | +3,083 | New |
| Optimist Retirement Group LLC | 3,079 | $419.8K | 0.19% | +680+28.3% | Added |
| Wrapmanager Inc | 3,077 | $419.5K | 0.11% | −1,946−38.7% | Reduced |
| Caxton Associates LP | 3,071 | $418.7K | 0.02% | +3,071 | New |
| E&G Advisors, LP | 3,069 | $418.4K | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,067 | $418.2K | 0.01% | −240−7.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,066 | $418.0K | 0.12% | +1,452+90.0% | Added |
| Weaver Consulting Group | 3,053 | $416.3K | 0.13% | +89+3.0% | Added |
| Graypoint LLC | 3,052 | $416.1K | 0.03% | +1,375+82.0% | Added |
| Clear Creek Financial Management, LLC | 3,048 | $415.6K | 0.05% | +441+16.9% | Added |
| Keel Point, LLC | 3,048 | $415.5K | 0.03% | +99+3.4% | Added |
| Cape Investment Advisory, Inc. | 3,047 | $415.4K | 0.17% | +663+27.8% | Added |
| DAGCO, Inc. | 3,041 | $414.6K | 0.17% | −396−11.5% | Reduced |
| GW Henssler & Associates Ltd | 3,041 | $414.6K | 0.02% | +711+30.5% | Added |
| Farmers Trust Co | 3,036 | $413.9K | 0.08% | +375+14.1% | Added |
| Mason & Associates, LLC | 3,023 | $412.2K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,019 | $411.6K | 0.01% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 3,080 | $410.5K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 3,010 | $410.4K | 0.08% | −27−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 2,997 | $408.7K | 0.02% | −508−14.5% | Reduced |
| Parkside Financial Bank & Trust | 2,991 | $407.8K | 0.06% | −89−2.9% | Reduced |
| Buck Wealth Strategies, LLC | 2,974 | $405.6K | 0.13% | −1,496−33.5% | Reduced |
| Harbour Capital Advisors, LLC | 3,047 | $405.3K | 0.09% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 2,960 | $403.6K | 0.15% | −10−0.3% | Reduced |
| Vista Investment Management | 2,954 | $402.8K | 0.15% | +18+0.6% | Added |
| Herold Advisors, Inc. | 2,948 | $402.1K | 0.09% | +865+41.5% | Added |
| Schrum Private Wealth Management LLC | 2,924 | $398.7K | 0.21% | +1,100+60.3% | Added |
| Defined Wealth Management, LLC | 2,922 | $398.4K | 0.26% | −492−14.4% | Reduced |
| Malaga Cove Capital, LLC | 2,922 | $398.4K | 0.16% | −252−7.9% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $398.0K | 0.18% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,916 | $397.6K | 0.11% | +112+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,907 | $396.3K | 0.05% | +75+2.6% | Added |
| Premier Path Wealth Partners, LLC | 2,903 | $395.8K | 0.06% | −306−9.5% | Reduced |
| Kolinsky Wealth Management, LLC | 2,901 | $395.5K | 0.26% | −210−6.8% | Reduced |
| Successful Portfolios LLC | 2,889 | $393.9K | 0.27% | +85+3.0% | Added |
| Douglas Lane & Associates, LLC | 2,888 | $393.8K | 0.01% | −9−0.3% | Reduced |
| Heartwood Wealth Advisors LLC | 2,881 | $392.8K | 0.04% | −1,453−33.5% | Reduced |
| Paulson Wealth Management Inc. | 2,880 | $392.7K | 0.11% | +87+3.1% | Added |
| Joule Financial, LLC | 2,877 | $392.3K | 0.14% | +153+5.6% | Added |
| Gray Wealth Management Inc. | 2,869 | $391.2K | 0.15% | +149+5.5% | Added |
| Conscious Wealth Investments, LLC | 2,972 | $390.6K | 0.27% | −350−10.5% | Reduced |
| Ritholtz Wealth Management | 2,857 | $389.5K | 0.01% | −72−2.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,855 | $389.3K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,852 | $388.9K | 0.07% | −264−8.5% | Reduced |
| Clarius Group, LLC | 3,054 | $387.6K | 0.03% | +139+4.8% | Added |
| Silverlake Wealth Management LLC | 2,822 | $384.7K | 0.15% | +10+0.4% | Added |
| Jeppson Wealth Management, LLC | 2,808 | $382.8K | 0.14% | +195+7.5% | Added |
| Continuum Advisory, LLC | 2,884 | $382.5K | 0.05% | −280−8.8% | Reduced |
| Mechanics Financial Corp | 2,802 | $382.0K | 0.17% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 2,801 | $381.9K | 0.14% | −17−0.6% | Reduced |
| Choice Wealth Advisors, LLC | 2,793 | $380.8K | 0.19% | −56−2.0% | Reduced |
| Adirondack Trust Co | 2,791 | $380.5K | 0.15% | −33−1.2% | Reduced |
| Lindbrook Capital, LLC | 2,791 | $380.5K | 0.03% | −1,079−27.9% | Reduced |
| Angeles Wealth Management, LLC | 2,784 | $379.6K | 0.03% | −236−7.8% | Reduced |
| Fidelis Capital Partners, LLC | 2,871 | $377.3K | 0.04% | +646+29.0% | Added |
| Thomasville National Bank | 2,763 | $376.7K | 0.03% | −210−7.1% | Reduced |
| Global Trust Asset Management, LLC | 2,760 | $376.3K | 0.14% | −11−0.4% | Reduced |
| Yarger Wealth Strategies, LLC | 2,756 | $375.8K | 0.21% | +678+32.6% | Added |
| Trustco Bank Corp N Y | 2,755 | $375.6K | 0.38% | −137−4.7% | Reduced |
| LCNB Corp | 2,753 | $375.3K | 0.13% | −375−12.0% | Reduced |
| Atlas Wealth LLC | 2,751 | $375.1K | 0.16% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,695 | $367.7K | 0.13% | −461−14.6% | Reduced |
| Wharton Business Group, LLC | 2,695 | $367.0K | 0.02% | −150−5.3% | Reduced |
| AlphaMark Advisors, LLC | 2,681 | $366.0K | 0.13% | +210+8.5% | Added |
| CHB Investment Group, LLC | 2,680 | $365.0K | 0.19% | +2,680 | New |
| Evermay Wealth Management LLC | 2,675 | $364.7K | 0.06% | −1,492−35.8% | Reduced |
| Perennial Investment Advisors, LLC | 2,674 | $364.6K | 0.05% | +885+49.5% | Added |
| Hyperion Partners, LLC | 2,668 | $363.8K | 0.23% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,661 | $362.8K | 0.26% | −46−1.7% | Reduced |
| Sweeney & Michel, LLC | 2,668 | $362.6K | 0.14% | +28+1.1% | Added |
| CoreFirst Bank & Trust | 2,657 | $362.3K | 0.21% | +530+24.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,656 | $362.1K | 0.09% | −188−6.6% | Reduced |
| Suncoast Equity Management | 2,652 | $361.6K | 0.04% | 00.0% | Unchanged |
| Human Investing LLC | 2,646 | $360.8K | 0.07% | +41+1.6% | Added |
| Pacitti Group Inc. | 2,645 | $360.6K | 0.17% | +5+0.2% | Added |
| Abel Hall, LLC | 2,635 | $359.3K | 0.24% | +71+2.8% | Added |
| HCR Wealth Advisors | 2,627 | $358.2K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,625 | $357.9K | 0.08% | −3,610−57.9% | Reduced |
| Weatherly Asset Management L. P. | 2,622 | $357.5K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 2,622 | $357.5K | 0.01% | 00.0% | Unchanged |