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 |
|---|---|---|---|---|---|
| New Covenant Trust Company, N.A. | 2,661 | $357.3K | 0.35% | +355+15.4% | Added |
| FLC Capital Advisors | 2,612 | $356.1K | 0.08% | +615+30.8% | Added |
| MeadowBrook Investment Advisors LLC | 2,609 | $355.7K | 0.32% | +1,840+239.3% | Added |
| Childress Capital Advisors, LLC | 2,603 | $354.9K | 0.10% | −643−19.8% | Reduced |
| Wealth Quarterback LLC | 2,601 | $354.6K | 0.18% | −3,170−54.9% | Reduced |
| Peavine Capital, LLC | 2,600 | $354.5K | 0.09% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,584 | $352.3K | 0.07% | −316−10.9% | Reduced |
| Cannon Financial Strategists, Inc. | 2,582 | $352.0K | 0.06% | +163+6.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,579 | $352.0K | 0.01% | +90+3.6% | Added |
| Delta Financial Advisors LLC | 2,579 | $351.6K | 0.13% | +10+0.4% | Added |
| Cambiar Investors LLC | 2,576 | $351.2K | 0.01% | −102−3.8% | Reduced |
| Catalyst Financial Partners LLC | 2,571 | $350.5K | 0.07% | −233−8.3% | Reduced |
| McGuire Investment Group, LLC | 2,562 | $349.3K | 0.05% | +8+0.3% | Added |
| Financial Advisory Corp | 2,562 | $349.0K | 0.13% | +2,562 | New |
| Journey Strategic Wealth LLC | 2,556 | $348.4K | 0.01% | +2,556 | New |
| Old Mission Investment Co LLC | 2,554 | $348.2K | 0.11% | +15+0.6% | Added |
| Spirit of America Management Corp | 2,550 | $347.7K | 0.07% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,530 | $345.0K | 0.04% | +139+5.8% | Added |
| Ti-Trust, Inc | 2,515 | $342.9K | 0.25% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,506 | $341.6K | 0.09% | −1,103−30.6% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $341.6K | 0.07% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,503 | $341.2K | 0.18% | −193−7.2% | Reduced |
| Busey Wealth Management | 2,502 | $341.1K | 0.01% | −139−5.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,481 | $338.0K | 0.02% | −181−6.8% | Reduced |
| Univest Financial Corp | 2,479 | $338.0K | 0.02% | +2,479 | New |
| Shufro Rose & Co LLC | 2,465 | $337.3K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 2,472 | $337.0K | 0.01% | +2,472 | New |
| GeoWealth Management, LLC | 2,472 | $337.0K | 0.01% | −244−9.0% | Reduced |
| Cobblestone Capital Advisors LLC | 2,471 | $336.9K | 0.02% | +41+1.7% | Added |
| Maven Securities LTD | 2,470 | $336.8K | 0.04% | +2,470 | New |
| Fortis Group Advisors, LLC | 2,467 | $336.3K | 0.06% | +2+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 2,465 | $336.1K | 0.08% | −261−9.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,465 | $336.0K | 0.19% | +31+1.3% | Added |
| Ledyard National Bank | 2,463 | $335.8K | 0.03% | −366−12.9% | Reduced |
| Clifford Group, LLC | 2,463 | $335.8K | 0.26% | −1,425−36.7% | Reduced |
| Skopos Labs, Inc. | 2,461 | $335.5K | 0.11% | +2,461 | New |
| NWF Advisory Services Inc. | 2,450 | $333.8K | 0.05% | −17−0.7% | Reduced |
| Allegheny Financial Group LTD | 2,446 | $333.5K | 0.08% | +25+1.0% | Added |
| Signal Advisors Wealth, LLC | 2,440 | $332.7K | 0.05% | +2,440 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,437 | $332.3K | 0.01% | −462−15.9% | Reduced |
| Plato Investment Management Ltd | 2,437 | $331.9K | 0.03% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,413 | $328.9K | 0.07% | +2,413 | New |
| waypoint wealth counsel | 2,406 | $328.1K | 0.22% | +47+2.0% | Added |
| Walker Financial Services, Inc. | 2,216 | $328.0K | 0.22% | +11+0.5% | Added |
| Carmichael Hill & Associates, Inc. | 2,405 | $327.9K | 0.12% | +206+9.4% | Added |
| Green Harvest Asset Management LLC | 2,405 | $327.9K | 0.01% | +2,405 | New |
| Retirement Planning Co of New England, Inc. | 2,403 | $327.7K | 0.16% | +385+19.1% | Added |
| Lifeworks Advisors, LLC | 2,401 | $327.4K | 0.06% | +509+26.9% | Added |
| Clear Street Markets LLC | 2,400 | $327.0K | 0.21% | +2,400 | New |
| Capital International Sarl | 2,396 | $326.7K | 0.01% | +887+58.8% | Added |
| Ausdal Financial Partners, Inc. | 2,392 | $326.2K | 0.03% | −188−7.3% | Reduced |
| Wealth Management Associates, Inc. | 2,388 | $325.5K | 0.14% | +779+48.4% | Added |
| Atlas Brown,Inc. | 2,386 | $325.4K | 0.11% | +7+0.3% | Added |
| Embree Financial Group | 2,385 | $325.2K | 0.06% | +2,385 | New |
| Hancock Whitney Corp | 2,374 | $323.7K | 0.01% | −113−4.5% | Reduced |
| AlTi Global, Inc. | 2,371 | $323.2K | 0.01% | −281−10.6% | Reduced |
| New Hampshire Trust | 2,369 | $323.0K | 0.07% | −52−2.1% | Reduced |
| Davidson Trust Co | 2,365 | $322.4K | 0.17% | −166−6.6% | Reduced |
| Drive Wealth Management, LLC | 2,360 | $321.7K | 0.08% | −618−20.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,356 | $321.2K | 0.06% | −130−5.2% | Reduced |
| Westhampton Capital, LLC | 2,355 | $321.1K | 0.16% | 00.0% | Unchanged |
| Quest Partners LLC | 2,353 | $320.8K | 0.03% | −6,035−71.9% | Reduced |
| Bill Few Associates, Inc. | 2,352 | $320.7K | 0.11% | +72+3.2% | Added |
| DF Dent & Co Inc | 2,349 | $320.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,346 | $319.9K | 0.03% | −52−2.2% | Reduced |
| Massachusetts Wealth Management | 2,345 | $319.7K | 0.20% | −3,445−59.5% | Reduced |
| IMS Capital Management | 2,344 | $319.6K | 0.14% | +4+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,328 | $317.4K | 0.09% | +276+13.5% | Added |
| Etfidea, LLC | 2,326 | $317.2K | 0.10% | −10−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,321 | $316.4K | 0.14% | −352−13.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,319 | $316.2K | 0.10% | −372−13.8% | Reduced |
| Wedmont Private Capital | 2,407 | $315.8K | 0.02% | +338+16.3% | Added |
| 360 Financial, Inc. | 2,311 | $315.1K | 0.12% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,310 | $314.9K | 0.01% | −153−6.2% | Reduced |
| Creative Financial Designs Inc | 2,305 | $314.2K | 0.03% | +498+27.6% | Added |
| 180 Wealth Advisors, LLC | 2,303 | $314.0K | 0.05% | +755+48.8% | Added |
| Colonial River Wealth Management, LLC | 2,303 | $314.0K | 0.16% | +259+12.7% | Added |
| Nicolet Bankshares Inc | 2,298 | $313.3K | 0.08% | −50−2.1% | Reduced |
| Catalina Capital Group, LLC | 2,296 | $313.0K | 0.11% | +513+28.8% | Added |
| Sollinda Capital Management LLC | 2,295 | $312.9K | 0.09% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,294 | $312.8K | 0.13% | +333+17.0% | Added |
| Tennessee Valley Asset Management Partners | 2,288 | $311.9K | 0.05% | +2,288 | New |
| Avestar Capital, LLC | 2,278 | $310.6K | 0.03% | −153−6.3% | Reduced |
| Beaton Management Co. Inc. | 2,274 | $310.0K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,266 | $309.0K | 0.22% | +2,266 | New |
| Lyell Wealth Management, LP | 2,263 | $308.5K | 0.03% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,260 | $308.2K | 0.07% | −48−2.1% | Reduced |
| Lynx Investment Advisory | 2,256 | $307.5K | 0.22% | −50−2.2% | Reduced |
| Lane & Associates LLC | 2,251 | $306.9K | 0.17% | +29+1.3% | Added |
| Platform Technology Partners | 2,247 | $306.3K | 0.10% | +321+16.7% | Added |
| Guardian Wealth Advisors, LLC | 2,245 | $306.1K | 0.03% | −329−12.8% | Reduced |
| Occudo Quantitative Strategies LP | 2,245 | $306.1K | 0.06% | −9,458−80.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,216 | $302.1K | 0.05% | +102+4.8% | Added |
| Breakwater Capital Group | 2,214 | $301.9K | 0.06% | −1,524−40.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,208 | $301.0K | 0.00% | −467−17.5% | Reduced |
| Collaborative Wealth Managment Inc. | 2,206 | $300.8K | 0.14% | +2,206 | New |
| Sterling Financial Planning, Inc. | 2,203 | $300.4K | 0.11% | −396−15.2% | Reduced |
| Grove Bank & Trust | 2,198 | $299.7K | 0.04% | −771−26.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,197 | $299.5K | 0.10% | +8+0.4% | Added |
| Southland Equity Partners LLC | 2,190 | $298.6K | 0.07% | +58+2.7% | Added |