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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 2,183 | $297.6K | 0.02% | −176−7.5% | Reduced |
| TBH Global Asset Management, LLC | 2,180 | $297.2K | 0.06% | −1,963−47.4% | Reduced |
| Sunpointe, LLC | 2,177 | $296.8K | 0.24% | +91+4.4% | Added |
| Sachetta, LLC | 2,176 | $296.6K | 0.12% | −105−4.6% | Reduced |
| DT Investment Partners, LLC | 2,162 | $294.8K | 0.02% | −11−0.5% | Reduced |
| Holistic Planning, LLC | 2,162 | $294.8K | 0.12% | +183+9.2% | Added |
| MBB Public Markets I LLC | 2,160 | $294.5K | 0.02% | −49,743−95.8% | Reduced |
| Foster & Motley Inc | 2,158 | $294.0K | 0.02% | −58−2.6% | Reduced |
| Pure Portfolios Holdings LLC | 2,155 | $293.9K | 0.11% | +2,155 | New |
| Detalus Advisors, LLC | 2,150 | $293.1K | 0.10% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,148 | $292.9K | 0.02% | +24+1.1% | Added |
| Wolverine Trading, LLC | 2,167 | $290.9K | 0.01% | −10,590−83.0% | Reduced |
| Buffington Mohr McNeal | 2,128 | $290.1K | 0.05% | −73−3.3% | Reduced |
| US Asset Management LLC | 2,148 | $287.0K | 0.25% | −7−0.3% | Reduced |
| Copperwynd Financial, LLC | 2,104 | $286.9K | 0.09% | +196+10.3% | Added |
| West Tower Group, LLC | 2,100 | $286.3K | 0.61% | +2,100 | New |
| RIA Advisory Group LLC | 2,087 | $284.6K | 0.10% | +2,087 | New |
| Traphagen Investment Advisors LLC | 2,086 | $284.4K | 0.03% | −136−6.1% | Reduced |
| Somerset Trust Co | 2,070 | $282.2K | 0.11% | −11−0.5% | Reduced |
| King Wealth | 2,066 | $282.0K | 0.04% | −92−4.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,068 | $282.0K | 0.02% | −393−16.0% | Reduced |
| Aaron Wealth Advisors | 2,061 | $281.0K | 0.03% | +2,061 | New |
| Benedict Financial Advisors Inc | 2,056 | $280.2K | 0.07% | +15+0.7% | Added |
| Veracity Capital LLC | 2,053 | $279.9K | 0.11% | −58−2.7% | Reduced |
| Field & Main Bank | 2,045 | $278.8K | 0.10% | −1,160−36.2% | Reduced |
| Evexia Wealth LLC | 2,123 | $278.6K | 0.10% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,040 | $278.2K | 0.11% | +422+26.1% | Added |
| Redhawk Wealth Advisors, Inc. | 2,040 | $278.1K | 0.04% | −21−1.0% | Reduced |
| Bank & Trust Co | 2,038 | $277.9K | 0.23% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,035 | $277.5K | 0.05% | +230+12.7% | Added |
| Montecito Bank & Trust | 2,033 | $277.2K | 0.05% | −97−4.6% | Reduced |
| Meridian Wealth Advisors, LLC | 2,029 | $276.6K | 0.05% | −131−6.1% | Reduced |
| Howard Financial Services, Ltd. | 2,021 | $275.5K | 0.04% | +2,021 | New |
| Chaney Capital Management, Inc. | 2,020 | $275.4K | 0.15% | −300−12.9% | Reduced |
| Options Solutions, LLC | 2,010 | $274.0K | 0.13% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,006 | $274.0K | 0.05% | 00.0% | Unchanged |
| Exchange Bank | 2,009 | $273.9K | 0.22% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,005 | $273.4K | 0.07% | −852−29.8% | Reduced |
| Smithfield Trust Co | 2,025 | $273.0K | 0.01% | +21+1.0% | Added |
| GenTrust, LLC | 2,002 | $273.0K | 0.01% | +2+0.1% | Added |
| Rice Partnership, LLC | 2,000 | $272.7K | 0.05% | −3−0.1% | Reduced |
| Harbor Advisors LLC | 2,000 | $272.7K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,000 | $272.7K | 0.18% | +383+23.7% | Added |
| HBW Advisory Services LLC | 1,996 | $272.2K | 0.04% | +300+17.7% | Added |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $272.0K | 0.04% | 00.0% | Unchanged |
| Monument Capital Management | 1,995 | $272.0K | 0.08% | −807−28.8% | Reduced |
| First American Trust, FSB | 1,992 | $271.6K | 0.03% | −132−6.2% | Reduced |
| Certified Advisory Corp | 1,992 | $271.6K | 0.03% | −92−4.4% | Reduced |
| Callan Capital, LLC | 1,989 | $271.2K | 0.02% | +1,989 | New |
| Vertex Planning Partners, LLC | 1,987 | $270.9K | 0.06% | −162−7.5% | Reduced |
| Petrus Trust Company, LTA | 1,978 | $269.7K | 0.03% | −299−13.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,972 | $268.9K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 1,968 | $268.4K | 0.01% | +129+7.0% | Added |
| Sawgrass Asset Management LLC | 1,967 | $268.2K | 0.03% | −4−0.2% | Reduced |
| Aries Wealth Management | 1,956 | $266.7K | 0.07% | −20−1.0% | Reduced |
| Marshall Financial Group LLC | 1,955 | $266.6K | 0.06% | +200+11.4% | Added |
| Dudley Capital Management, LLC | 1,955 | $266.5K | 0.14% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,950 | $266.0K | 0.00% | +38+2.0% | Added |
| Dumont & Blake Investment Advisors LLC | 1,951 | $266.0K | 0.07% | −1,991−50.5% | Reduced |
| Horan Securities, Inc. | 1,950 | $265.9K | 0.10% | +13+0.7% | Added |
| STAR Financial Bank | 1,949 | $265.7K | 0.18% | −274−12.3% | Reduced |
| PFS Partners, LLC | 1,947 | $265.5K | 0.15% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,943 | $264.9K | 0.01% | +1,943 | New |
| Altus Wealth Group LLC | 1,933 | $263.5K | 0.11% | −24−1.2% | Reduced |
| Williamson Legacy Group, LLC | 1,932 | $263.4K | 0.18% | +1,932 | New |
| Leisure Capital Management | 1,929 | $263.0K | 0.11% | −716−27.1% | Reduced |
| Northeast Financial Group, Inc. | 1,929 | $263.0K | 0.10% | 00.0% | Unchanged |
| Onefund, LLC | 1,923 | $262.2K | 0.27% | +34+1.8% | Added |
| Zega Financial, LLC | 1,922 | $262.0K | 0.09% | 00.0% | Unchanged |
| First Western Trust Bank | 1,921 | $261.9K | 0.01% | −1,862−49.2% | Reduced |
| MTM Investment Management, LLC | 1,992 | $261.4K | 0.10% | −309−13.4% | Reduced |
| Gibbs Wealth Management | 1,917 | $261.4K | 0.08% | +1,917 | New |
| Evoke Wealth, LLC | 1,908 | $260.1K | 0.01% | +1,908 | New |
| Meadow Creek Wealth Advisors LLC | 1,905 | $259.7K | 0.21% | −530−21.8% | Reduced |
| Gratus Wealth Advisors, LLC | 1,977 | $259.4K | 0.04% | −189−8.7% | Reduced |
| Vanguard Capital Wealth Advisors | 1,900 | $259.0K | 0.27% | −951−33.4% | Reduced |
| Alta Advisers Ltd | 1,900 | $259.0K | 0.12% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,923 | $258.2K | 0.06% | −120−5.9% | Reduced |
| Sapient Capital LLC | 1,891 | $257.9K | 0.01% | −36−1.9% | Reduced |
| Global Assets Advisory, LLC | 1,932 | $257.5K | 0.14% | +1,932 | New |
| Hoxton Planning & Management, LLC | 1,888 | $257.4K | 0.10% | +1,888 | New |
| Gerber, LLC | 1,885 | $257.0K | 0.19% | −4−0.2% | Reduced |
| Enclave Advisors LLC | 1,879 | $256.2K | 0.04% | +1,879 | New |
| Oxford Financial Group Ltd | 1,873 | $255.4K | 0.02% | −1,135−37.7% | Reduced |
| Sound Income Strategies, LLC | 1,864 | $254.2K | 0.02% | +6+0.3% | Added |
| Stillwater Capital Advisors, LLC | 1,857 | $253.1K | 0.03% | −67,933−97.3% | Reduced |
| Savvy Advisors, Inc. | 1,854 | $252.8K | 0.05% | +233+14.4% | Added |
| Integrity Financial Corp | 1,854 | $252.8K | 0.15% | +150+8.8% | Added |
| Callan Family Office, LLC | 1,854 | $252.8K | 0.04% | +349+23.2% | Added |
| McIlrath & Eck, LLC | 1,850 | $252.2K | 0.03% | +9+0.5% | Added |
| RB Capital Management, LLC | 1,840 | $250.9K | 0.06% | −513−21.8% | Reduced |
| Red Wave Investments LLC | 1,839 | $250.7K | 0.09% | −74−3.9% | Reduced |
| WMS Partners, LLC | 1,834 | $250.1K | 0.01% | +1,834 | New |
| FDx Advisors, Inc. | 1,831 | $250.0K | 0.07% | −368−16.7% | Reduced |
| Centurion Wealth Management LLC | 1,833 | $249.9K | 0.08% | +1,833 | New |
| Dunhill Financial, LLC | 1,831 | $249.6K | 0.13% | +86+4.9% | Added |
| Pinnacle Bancorp, Inc. | 1,830 | $249.5K | 0.07% | +150+8.9% | Added |
| Sheets Smith Wealth Management | 1,828 | $249.2K | 0.03% | −16,600−90.1% | Reduced |
| Texas Capital Bancshares Inc | 1,827 | $249.1K | 0.10% | −11−0.6% | Reduced |
| AdvisorNet Financial, Inc | 1,823 | $248.6K | 0.02% | +633+53.2% | Added |