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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 339 | $46.2K | 0.03% | −44−11.5% | Reduced |
| Game Plan Financial Advisors, LLC | 336 | $45.8K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 335 | $45.7K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 328 | $44.8K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 320 | $43.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 316 | $43.1K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 305 | $41.6K | 0.06% | −39−11.3% | Reduced |
| TruNorth Capital Management, LLC | 305 | $41.6K | 0.01% | +103+51.0% | Added |
| Flaharty Asset Management, LLC | 300 | $40.9K | 0.01% | +300 | New |
| Financial Perspectives, Inc | 293 | $39.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 276 | $37.6K | 0.01% | −6−2.1% | Reduced |
| REAP Financial Group, LLC | 272 | $37.1K | 0.01% | +16+6.3% | Added |
| Founders Capital Management | 270 | $36.8K | 0.02% | −480−64.0% | Reduced |
| FSA Wealth Management LLC | 262 | $35.7K | 0.01% | +262 | New |
| GW&K Investment Management, LLC | 260 | $35.0K | 0.00% | +22+9.2% | Added |
| Criterion Capital Advisors, LLC | 253 | $34.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 249 | $33.9K | 0.01% | +200+408.2% | Added |
| Princeton Global Asset Management LLC | 246 | $33.5K | 0.01% | +216+720.0% | Added |
| Salomon & Ludwin, LLC | 243 | $33.1K | 0.00% | −15−5.8% | Reduced |
| Abound Wealth Management | 242 | $33.0K | 0.01% | +2+0.8% | Added |
| SIMA Wealth Partners, LLC | 242 | $33.0K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 240 | $32.7K | 0.01% | +89+58.9% | Added |
| Uncommon Cents Investing LLC | 238 | $32.4K | 0.01% | +238 | New |
| Jackson, Grant Investment Advisers, Inc. | 237 | $32.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 237 | $32.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 237 | $32.0K | 0.01% | +2+0.9% | Added |
| Gould Capital, LLC | 232 | $31.6K | 0.02% | −34−12.8% | Reduced |
| Claris Advisors, LLC | 231 | $31.5K | 0.01% | +231 | New |
| Gen-Wealth Partners Inc | 233 | $31.2K | 0.01% | +17+7.9% | Added |
| Stephens Consulting, LLC | 223 | $30.4K | 0.01% | −46−17.1% | Reduced |
| True Wealth Design, LLC | 214 | $29.2K | 0.01% | +171+397.7% | Added |
| Wintrust Investments LLC | 217 | $29.0K | 0.02% | −1,591−88.0% | Reduced |
| HBC Financial Services, PLLC | 221 | $29.0K | 0.02% | +2+0.9% | Added |
| Mascoma Wealth Management LLC | 210 | $28.7K | 0.01% | −54−20.5% | Reduced |
| Front Row Advisors LLC | 210 | $28.6K | 0.01% | −11−5.0% | Reduced |
| Crewe Advisors LLC | 209 | $28.5K | 0.00% | −901−81.2% | Reduced |
| Mendota Financial Group, LLC | 203 | $27.7K | 0.01% | −163−44.5% | Reduced |
| Cedar Wealth Management, LLC | 202 | $27.5K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 200 | $27.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $27.3K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 200 | $27.3K | 0.02% | +2+1.0% | Added |
| Horizon Bancorp Inc | 189 | $26.0K | 0.01% | −6−3.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 190 | $25.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 189 | $25.8K | 0.00% | −1,972−91.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 186 | $25.4K | 0.00% | +186 | New |
| Chilton Capital Management LLC | 183 | $25.0K | 0.00% | +41+28.9% | Added |
| WealthCollab, LLC | 181 | $24.7K | 0.02% | −20−10.0% | Reduced |
| Joseph Group Capital Management | 180 | $24.5K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 177 | $24.1K | 0.00% | −45−20.3% | Reduced |
| Beach Investment Counsel Inc | 174 | $24.0K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 11,943 | $23.7K | 0.01% | −24−0.2% | Reduced |
| GoalVest Advisory LLC | 167 | $22.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 164 | $22.4K | 0.00% | +81+97.6% | Added |
| Hobbs Group Advisors, LLC | 163 | $22.2K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 162 | $22.1K | 0.01% | −8−4.7% | Reduced |
| Red Tortoise LLC | 160 | $21.8K | 0.01% | +2+1.3% | Added |
| WFA of San Diego, LLC | 155 | $21.1K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 163 | $21.0K | 0.01% | +163 | New |
| Prestige Wealth Management Group LLC | 154 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 154 | $21.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $20.5K | 0.02% | – | – |
| PrairieView Partners, LLC | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 148 | $20.0K | 0.01% | +1+0.7% | Added |
| BFSG, LLC | 140 | $19.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 136 | $18.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 134 | $18.2K | 0.00% | −469−77.8% | Reduced |
| Northwest Financial Advisors | 130 | $17.8K | 0.01% | +130 | New |
| FWL Investment Management, LLC | 130 | $17.7K | 0.01% | −170−56.7% | Reduced |
| First Community Trust NA | 129 | $17.6K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 129 | $17.6K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 129 | $17.6K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 128 | $17.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 127 | $17.1K | 0.00% | −23−15.3% | Reduced |
| Financial Freedom, LLC | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 120 | $16.4K | 0.00% | −274−69.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 118 | $16.2K | 0.00% | +5+4.4% | Added |
| Planning Capital Management Corp | 117 | $16.0K | 0.01% | −62−34.6% | Reduced |
| Main Street Group, LTD | 116 | $15.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 115 | $15.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $15.1K | 0.00% | −32−22.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 111 | $15.1K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 112 | $15.0K | 0.00% | +1+0.9% | Added |
| Thompson Investment Management, Inc. | 109 | $14.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 108 | $14.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $14.2K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $13.6K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 100 | $13.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 92 | $12.5K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 90 | $12.3K | 0.00% | −5−5.3% | Reduced |
| Burkett Financial Services, LLC | 90 | $12.3K | 0.01% | +1+1.1% | Added |
| Gables Capital Management Inc. | 86 | $11.7K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 86 | $11.7K | 0.01% | +11+14.7% | Added |
| Highline Wealth Partners LLC | 85 | $11.6K | 0.00% | +17+25.0% | Added |
| Duncker Streett & Co Inc | 83 | $11.3K | 0.00% | +83 | New |
| Moser Wealth Advisors, LLC | 79 | $10.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 75 | $10.2K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 79 | $10.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 73 | $9.95K | 0.00% | 00.0% | Unchanged |