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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 1,820 | $248.1K | 0.14% | +97+5.6% | Added |
| Woodward Diversified Capital, LLC | 1,819 | $247.9K | 0.16% | −53−2.8% | Reduced |
| Gimbal Financial | 1,792 | $247.9K | 0.16% | +7+0.4% | Added |
| DiNuzzo Private Wealth, Inc. | 1,817 | $247.7K | 0.03% | +1,768+3,608.2% | Added |
| Laffer Tengler Investments | 1,816 | $247.6K | 0.05% | −106−5.5% | Reduced |
| Investment Advisory Services Inc | 1,815 | $247.4K | 0.09% | −57−3.0% | Reduced |
| Buckhead Capital Management LLC | 1,812 | $247.0K | 0.08% | +1,812 | New |
| TRUE Private Wealth Advisors | 1,808 | $246.5K | 0.03% | −92−4.8% | Reduced |
| Park Place Capital Corp | 1,805 | $246.1K | 0.07% | −591−24.7% | Reduced |
| Bullock Wealth Management Group | 1,844 | $245.7K | 0.15% | +53+3.0% | Added |
| Granite FO LLC | 1,800 | $245.4K | 0.14% | +1,800 | New |
| Crestmont Private Wealth LLC | 1,796 | $244.8K | 0.11% | +60+3.5% | Added |
| Oak Asset Management, LLC | 1,786 | $243.5K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,784 | $243.2K | 0.04% | +293+19.7% | Added |
| Sather Financial Group Inc | 1,779 | $242.5K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,775 | $242.0K | 0.00% | −727−29.1% | Reduced |
| Lodestone Wealth Management LLC | 1,764 | $240.6K | 0.12% | −78−4.2% | Reduced |
| Bray Capital Advisors | 1,753 | $238.9K | 0.06% | +12+0.7% | Added |
| Forza Wealth Management, LLC | 1,750 | $238.6K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 1,742 | $237.5K | 0.05% | −217−11.1% | Reduced |
| Hudson Capital Management LLC | 1,736 | $236.7K | 0.08% | −70−3.9% | Reduced |
| Wynn Capital, LLC | 1,735 | $236.6K | 0.16% | +1,735 | New |
| Tanglewood Legacy Advisors, LLC | 1,734 | $236.4K | 0.11% | 00.0% | Unchanged |
| MA Private Wealth | 1,731 | $236.0K | 0.04% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,698 | $231.6K | 0.02% | +18+1.1% | Added |
| Indiana Trust & Investment Management CO | 1,692 | $230.7K | 0.08% | −168−9.0% | Reduced |
| CVA Family Office, LLC | 1,690 | $230.4K | 0.04% | −106−5.9% | Reduced |
| Ellenbecker Investment Group | 1,688 | $230.2K | 0.04% | +1,688 | New |
| Platte River Wealth Advisors, LLC | 1,685 | $229.7K | 0.06% | 00.0% | Unchanged |
| Coastline Trust Co | 1,678 | $228.8K | 0.03% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,674 | $228.2K | 0.07% | +150+9.8% | Added |
| Peoples Bank | 1,668 | $227.4K | 0.15% | +1,668 | New |
| Tandem Investment Advisors, Inc. | 1,663 | $227.0K | 0.01% | +87+5.5% | Added |
| Hamilton Capital, LLC | 1,687 | $226.2K | 0.02% | +101+6.4% | Added |
| Accel Wealth Management | 1,656 | $225.8K | 0.08% | −123−6.9% | Reduced |
| Consolidated Planning Corp | 1,651 | $225.1K | 0.03% | −440−21.0% | Reduced |
| Aspire Capital Advisors LLC | 1,650 | $224.9K | 0.07% | +1+0.1% | Added |
| Castleview Partners, LLC | 1,647 | $224.6K | 0.13% | −87−5.0% | Reduced |
| Paradigm Capital Management, LLC | 1,640 | $224.0K | 0.21% | +1,640 | New |
| Convergence Financial, LLC | 1,640 | $223.7K | 0.05% | −1,145−41.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,638 | $223.4K | 0.01% | +6+0.4% | Added |
| Fulcrum Equity Management | 1,637 | $223.2K | 0.19% | −695−29.8% | Reduced |
| Prosperity Consulting Group, LLC | 1,636 | $223.0K | 0.02% | −424−20.6% | Reduced |
| SFMG, LLC | 1,635 | $222.9K | 0.02% | −18−1.1% | Reduced |
| IVC Wealth Advisors LLC | 1,629 | $222.1K | 0.12% | −1,379−45.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,624 | $221.4K | 0.10% | −1,181−42.1% | Reduced |
| New Wave Wealth Advisors LLC | 1,624 | $221.4K | 0.10% | −67−4.0% | Reduced |
| Legacy Bridge, LLC | 1,618 | $220.6K | 0.12% | −57−3.4% | Reduced |
| Peak Planning Group, LLC | 1,618 | $220.5K | 0.10% | −86−5.0% | Reduced |
| WealthPLAN Partners, LLC | 1,614 | $220.1K | 0.03% | −39−2.4% | Reduced |
| Cozad Asset Management Inc | 1,612 | $219.8K | 0.02% | −395−19.7% | Reduced |
| MN Wealth Advisors, LLC | 1,600 | $218.2K | 0.12% | +31+2.0% | Added |
| Mill Capital Management, LLC | 1,600 | $218.1K | 0.02% | −11,000−87.3% | Reduced |
| Bank of Nova Scotia Trust Co | 1,600 | $218.1K | 0.02% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,600 | $218.1K | 0.05% | +42+2.7% | Added |
| Next Level Private LLC | 1,598 | $217.9K | 0.09% | −270−14.5% | Reduced |
| Staley Capital Advisers Inc | 1,581 | $215.6K | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,581 | $215.6K | 0.09% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,577 | $215.0K | 0.04% | −65−4.0% | Reduced |
| Barlow Wealth Partners, Inc. | 1,638 | $214.9K | 0.03% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 1,573 | $214.5K | 0.00% | −1,160−42.4% | Reduced |
| TNF LLC | 1,550 | $214.4K | 0.08% | +1,550 | New |
| Kathmere Capital Management, LLC | 1,569 | $213.9K | 0.02% | +1,569 | New |
| Broadwater Capital Management LLC | 1,565 | $213.4K | 0.16% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,565 | $213.4K | 0.02% | +2+0.1% | Added |
| Wellington Shields Capital Management, LLC | 1,562 | $213.0K | 0.04% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,560 | $212.7K | 0.07% | −822−34.5% | Reduced |
| St Germain D J Co Inc | 1,551 | $211.5K | 0.01% | 00.0% | Unchanged |
| Parametrica Management Ltd | 1,542 | $210.2K | 0.25% | +1,542 | New |
| Stuart Chaussee & Associates, Inc. | 1,537 | $209.6K | 0.06% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,537 | $209.6K | 0.10% | +150+10.8% | Added |
| Kercheville Advisors, LLC | 1,537 | $209.5K | 0.09% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,536 | $209.4K | 0.16% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,533 | $209.0K | 0.11% | −83−5.1% | Reduced |
| KPP Advisory Services LLC | 1,530 | $208.6K | 0.05% | −374−19.6% | Reduced |
| Diversified, LLC | 1,530 | $208.6K | 0.02% | −22−1.4% | Reduced |
| Diversified Enterprises, LLC | 1,530 | $208.6K | 0.02% | +1,530 | New |
| Grant/GrossMendelsohn, LLC | 1,528 | $208.3K | 0.09% | +8+0.5% | Added |
| Boltwood Capital Management | 1,525 | $207.9K | 0.06% | −60−3.8% | Reduced |
| Gradient Investments LLC | 1,510 | $205.9K | 0.00% | +14+0.9% | Added |
| JGP Wealth Management, LLC | 1,510 | $205.9K | 0.03% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 1,569 | $205.8K | 0.09% | −87−5.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,504 | $205.1K | 0.02% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $204.5K | 0.03% | 00.0% | Unchanged |
| U S Global Investors Inc | 1,499 | $204.4K | 0.02% | +304+25.4% | Added |
| Cahaba Wealth Management, Inc. | 1,494 | $203.7K | 0.02% | −130−8.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,493 | $203.5K | 0.09% | −34−2.2% | Reduced |
| West Bancorporation Inc | 1,490 | $203.1K | 0.14% | −91−5.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,490 | $203.1K | 0.05% | −347−18.9% | Reduced |
| Tower Wealth Partners, Inc. | 1,487 | $202.7K | 0.12% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,483 | $202.1K | 0.13% | +1,483 | New |
| Schwartz Investment Counsel Inc | 1,482 | $202.1K | 0.01% | −25,000−94.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,482 | $202.1K | 0.05% | −83−5.3% | Reduced |
| Members Capital Advisors Inc | 1,481 | $201.9K | 0.23% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,481 | $201.9K | 0.03% | +1,481 | New |
| Auxano Advisors, LLC | 1,473 | $200.8K | 0.05% | +1,473 | New |
| Sage Rhino Capital LLC | 1,472 | $200.7K | 0.04% | −60−3.9% | Reduced |
| Quotient Wealth Partners, LLC | 1,472 | $200.7K | 0.01% | −846−36.5% | Reduced |
| Nelson Capital Management, LLC | 1,469 | $200.3K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 1,468 | $200.1K | 0.07% | −5−0.3% | Reduced |