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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 1,456 | $198.5K | 0.03% | −116−7.4% | Reduced |
| Trust Co | 1,438 | $196.1K | 0.02% | +239+19.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,421 | $194.0K | 0.07% | −1,285−47.5% | Reduced |
| Rise Advisors, LLC | 1,419 | $193.5K | 0.09% | −253−15.1% | Reduced |
| Payden & Rygel | 1,400 | $191.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,391 | $189.6K | 0.16% | −510−26.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,376 | $187.6K | 0.03% | +79+6.1% | Added |
| Vestor Capital, LLC | 1,365 | $186.0K | 0.01% | −164−10.7% | Reduced |
| Elgethun Capital Management | 1,348 | $183.7K | 0.04% | +17+1.3% | Added |
| Tobam | 1,299 | $177.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,290 | $175.9K | 0.05% | +36+2.9% | Added |
| Missouri Trust & Investment Co | 1,285 | $175.2K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,260 | $171.8K | 0.02% | −151−10.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,255 | $171.1K | 0.06% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,251 | $170.5K | 0.05% | +1,251 | New |
| Financial Network Wealth Advisors LLC | 1,240 | $169.1K | 0.14% | −59−4.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,228 | $167.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,211 | $165.1K | 0.04% | +16+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 1,216 | $164.0K | 0.08% | +237+24.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $163.6K | 0.01% | +1,200 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $157.9K | 0.00% | −352,979−99.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,145 | $156.1K | 0.12% | −144−11.2% | Reduced |
| MCF Advisors LLC | 1,114 | $151.8K | 0.01% | +271+32.1% | Added |
| Capital Advisors, Ltd. LLC | 1,090 | $149.0K | 0.02% | +44+4.2% | Added |
| Catalyst Capital Advisors LLC | 1,083 | $147.7K | 0.00% | +1,083 | New |
| West Branch Capital LLC | 1,080 | $147.3K | 0.05% | −20−1.8% | Reduced |
| Creekmur Asset Management LLC | 1,079 | $147.1K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,077 | $147.0K | 0.08% | +126+13.2% | Added |
| Bellevue Asset Management, LLC | 1,059 | $144.4K | 0.07% | −98−8.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,038 | $141.5K | 0.04% | −58−5.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,028 | $140.2K | 0.02% | +21+2.1% | Added |
| Covestor Ltd | 1,024 | $140.0K | 0.09% | −44−4.1% | Reduced |
| Aviso Financial Inc. | 1,020 | $139.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $136.3K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 960 | $130.9K | 0.10% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 917 | $125.0K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 907 | $123.7K | 0.01% | −106−10.5% | Reduced |
| First PREMIER Bank | 900 | $123.0K | 0.03% | −95−9.5% | Reduced |
| Key Financial Inc | 899 | $122.6K | 0.03% | −78−8.0% | Reduced |
| Monetary Management Group Inc | 896 | $122.2K | 0.03% | +150+20.1% | Added |
| Asset Dedication, LLC | 880 | $120.0K | 0.01% | −261−22.9% | Reduced |
| Oarsman Capital, Inc. | 866 | $118.1K | 0.02% | +866 | New |
| General Partner, Inc. | 842 | $114.8K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 842 | $114.8K | 0.03% | +1+0.1% | Added |
| Westside Investment Management, Inc. | 836 | $114.0K | 0.02% | −20−2.3% | Reduced |
| Union Savings Bank | 825 | $112.5K | 0.06% | −312−27.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 810 | $110.4K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 809 | $110.3K | 0.06% | +286+54.7% | Added |
| LRI Investments, LLC | 825 | $109.4K | 0.01% | +131+18.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $109.1K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 781 | $106.5K | 0.01% | −7−0.9% | Reduced |
| CNB Bank | 780 | $106.3K | 0.05% | −52−6.3% | Reduced |
| American Capital Advisory, LLC | 774 | $105.5K | 0.06% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 770 | $105.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 744 | $101.4K | 0.04% | +136+22.4% | Added |
| First Command Advisory Services, Inc. | 720 | $98.2K | 0.00% | +70+10.8% | Added |
| Toth Financial Advisory Corp | 709 | $96.6K | 0.01% | −113−13.7% | Reduced |
| Millburn Ridgefield Corp | 686 | $93.5K | 0.00% | +686 | New |
| Capula Management Ltd | 649 | $88.5K | 0.00% | +649 | New |
| IAG Wealth Partners, LLC | 640 | $87.3K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 619 | $84.3K | 0.02% | +12+2.0% | Added |
| Hall Laurie J Trustee | 600 | $82.0K | 0.03% | −850−58.6% | Reduced |
| MV Capital Management, Inc. | 594 | $81.0K | 0.01% | −272−31.4% | Reduced |
| Arlington Trust Co LLC | 570 | $77.7K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 567 | $77.3K | 0.03% | −115−16.9% | Reduced |
| Kennebec Savings Bank | 552 | $75.3K | 0.07% | +552 | New |
| Baldwin Brothers Inc | 547 | $74.6K | 0.01% | −64−10.5% | Reduced |
| TFC Financial Management | 543 | $74.1K | 0.01% | −39−6.7% | Reduced |
| Pinnacle Holdings, LLC | 532 | $72.5K | 0.03% | +7+1.3% | Added |
| Canton Hathaway, LLC | 530 | $72.0K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 526 | $71.7K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 516 | $70.4K | 0.01% | +516 | New |
| Rakuten Securities, Inc. | 502 | $68.4K | 0.03% | −300−37.4% | Reduced |
| Advantage Trust Co | 500 | $68.2K | 0.05% | +500 | New |
| IMA Wealth, Inc. | 497 | $67.8K | 0.01% | +497 | New |
| Householder Group Estate & Retirement Specialist, LLC | 488 | $66.0K | 0.02% | −27−5.2% | Reduced |
| Christopher J. Hasenberg, Inc | 503 | $65.9K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 478 | $64.7K | 0.01% | −784−62.1% | Reduced |
| Voisard Asset Management Group, Inc. | 462 | $63.0K | 0.03% | −104−18.4% | Reduced |
| JNBA Financial Advisors | 454 | $61.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 452 | $61.6K | 0.02% | −3−0.7% | Reduced |
| Bogart Wealth, LLC | 448 | $61.1K | 0.00% | −25,272−98.3% | Reduced |
| SJS Investment Consulting Inc. | 446 | $60.8K | 0.01% | −27−5.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 445 | $60.7K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 443 | $60.4K | 0.02% | +35+8.6% | Added |
| TSFG, LLC | 440 | $60.0K | 0.01% | +1+0.2% | Added |
| SWAN Capital LLC | 439 | $59.9K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 428 | $58.4K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 404 | $55.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 403 | $54.9K | 0.04% | +32+8.6% | Added |
| Ramirez Asset Management, Inc. | 400 | $54.5K | 0.01% | +100+33.3% | Added |
| Capital Performance Advisors LLP | 393 | $53.6K | 0.02% | +393 | New |
| First Personal Financial Services | 380 | $51.8K | 0.01% | −16−4.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 380 | $51.8K | 0.01% | +380 | New |
| Planned Solutions, Inc. | 370 | $50.4K | 0.02% | +370 | New |
| RE Dickinson Investment Advisors, LLC | 365 | $49.8K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 360 | $49.1K | 0.02% | +58+19.2% | Added |
| Carolinas Wealth Consulting LLC | 356 | $48.5K | 0.01% | −5−1.4% | Reduced |
| Centiva Capital, LP | 355 | $48.4K | 0.00% | −10,369−96.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 343 | $47.0K | 0.04% | 00.0% | Unchanged |