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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 2,169 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2024: $69.9B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Paladin Wealth, LLC72$9.82K0.01%+72New
FSC Wealth Advisors, LLC71$9.66K0.01%+1+1.4%Added
Cedar Mountain Advisors, LLC68$9.26K0.00%−15−18.1%Reduced
Insight Financial Services65$8.86K0.01%00.0%Unchanged
McMahon Financial Advisors, LLC56$7.66K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA55$7.50K0.04%00.0%Unchanged
HighMark Wealth Management LLC54$7.39K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.46$7.00K0.00%−7,124−99.4%Reduced
Iron Horse Wealth Management, LLC51$6.95K0.00%+20+64.5%Added
Reston Wealth Management LLC51$6.95K0.00%+51New
Centennial Bank50$6.82K0.00%−50−50.0%Reduced
Carolina Wealth Advisors, LLC50$6.82K0.00%00.0%Unchanged
Nordwand Advisors, LLC50$6.82K0.00%00.0%Unchanged
CGC Financial Services, LLC50$6.82K0.00%00.0%Unchanged
Pineridge Advisors LLC50$6.82K0.00%00.0%Unchanged
Wells Financial Advisors INC47$6.41K0.01%+47New
Aspect Partners, LLC46$6.27K0.00%+7+17.9%Added
Clear Point Advisors Inc.46$6.21K0.00%00.0%Unchanged
Hoey Investments, Inc45$6.16K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC45$6.13K0.01%−26−36.6%Reduced
Redmont Wealth Advisors LLC43$5.86K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.42$5.73K0.00%00.0%Unchanged
Louisbourg Investments Inc.40$5.45K0.00%−50−55.6%Reduced
Citizens National Bank Trust Department40$5.45K0.00%−40−50.0%Reduced
Estabrook Capital Management40$5.45K0.00%00.0%Unchanged
Tributary Capital Management, LLC38$5.18K0.00%00.0%Unchanged
Copley Financial Group, Inc.37$5.04K0.00%+37New
Anfield Capital Management, LLC35$4.77K0.00%+35New
Provenance Wealth Advisors, LLC34$4.64K0.00%−37−52.1%Reduced
Lam Group, Inc.34$4.64K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.34$4.59K0.00%+4+13.3%Added
Robinswood Financial LLC33$4.50K0.00%+33New
Atlas Capital Advisors LLC31$4.23K0.00%00.0%Unchanged
Birchbrook, Inc.30$4.09K0.00%+30New
Financial Connections Group, Inc.31$4.00K0.00%00.0%Unchanged
Avion Wealth36$4.00K0.00%+12+50.0%Added
Marquette Asset Management, LLC28$3.82K0.00%00.0%Unchanged
Howard Capital Management Group, LLC28$3.82K0.00%00.0%Unchanged
Tortoise Investment Management, LLC26$3.54K0.00%−221−89.5%Reduced
Atlantic Private Wealth, LLC25$3.42K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC25$3.41K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$3.41K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$3.41K0.00%00.0%Unchanged
Talon Private Wealth, LLC25$3.41K0.00%+25New
New England Capital Financial Advisors LLC24$3.34K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.22$3.00K0.00%+22New
Private Wealth Management Group, LLC21$2.86K0.00%−32−60.4%Reduced
Atwood & Palmer Inc20$2.73K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC19$2.59K0.01%−1,345−98.6%Reduced
Hara Capital LLC18$2.45K0.00%+18New
PFG Private Wealth Management, LLC17$2.32K0.00%00.0%Unchanged
Global Wealth Strategies & Associates17$2.32K0.00%00.0%Unchanged
Riverview Trust Co16$2.18K0.00%−216−93.1%Reduced
Painted Porch Advisors LLC16$2.18K0.00%00.0%Unchanged
Kozak & Associates, Inc.11$1.55K0.00%00.0%Unchanged
State of Wyoming11$1.50K0.00%−669−98.4%Reduced
JDM Financial Group LLC10$1.36K0.00%+10New
Compagnie Lombard Odier SCmA9$1.23K0.00%−2,991−99.7%Reduced
NVWM, LLC9$1.23K0.00%−67−88.2%Reduced
Peterson Financial Group, Inc.8$1.14K0.00%+8New
Fairman Group, LLC6$8180.00%00.0%Unchanged
Proffitt & Goodson Inc5$6820.00%+5New
ClariVest Asset Management LLC4$5430.00%00.0%Unchanged
Mattson Financial Services, LLC3$4110.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$4100.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.2$3290.00%00.0%Unchanged
Creative Capital Management Investments LLC2$2730.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group2$2150.00%00.0%Unchanged
Dogwood Wealth Management LLC0$130.00%0Unchanged
Appaloosa LPSuperinvestorAppaloosa0$00.00%−605,000−100.0%Sold out
Sarasin & Partners LLP0$00.00%−596,510−100.0%Sold out
Hamlin Capital Management, LLC0$00.00%−548,021−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−327,400−100.0%Sold out
Twin Tree Management, LP0$00.00%−198,211−100.0%Sold out
Trexquant Investment LP0$00.00%−131,761−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−121,158−100.0%Sold out
Deroy & Devereaux Private Investment Counsel Inc0$00.00%−88,554−100.0%Sold out
Vantage Investment Partners, LLC0$00.00%−87,008−100.0%Sold out
CCM Investment Advisers LLC0$00.00%−66,149−100.0%Sold out
Pearl River Capital, LLC0$00.00%−55,975−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−41,034−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−40,707−100.0%Sold out
Teza Capital Management LLC0$00.00%−37,723−100.0%Sold out
Readystate Asset Management LP0$00.00%−37,663−100.0%Sold out
CMT Capital Markets Trading GmbH0$00.00%−37,052−100.0%Sold out
Carlson Capital L P0$00.00%−36,830−100.0%Sold out
Jennison Associates LLC0$00.00%−34,268−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−31,767−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−47,721−100.0%Sold out
Ellsworth Advisors, LLC0$00.00%−27,949−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−27,148−100.0%Sold out
Neo Ivy Capital Management0$00.00%−26,992−100.0%Sold out
Beaumont Financial Advisors, LLC0$00.00%−25,686−100.0%Sold out
Walleye Trading LLC0$00.00%−24,067−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−20,826−100.0%Sold out
Oakview Capital Management, L.P.0$00.00%−20,725−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−20,278−100.0%Sold out
Boston Private Wealth LLC0$00.00%−19,464−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−19,226−100.0%Sold out
Stamos Capital Partners, L.P.0$00.00%−18,580−100.0%Sold out