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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 203,479 | $27.7M | 0.23% | −556−0.3% | Reduced |
| Nexus Investment Management ULC | 203,055 | $27.7M | 2.71% | +1,830+0.9% | Added |
| AXA S.A. | 202,300 | $27.6M | 0.08% | −6,947−3.3% | Reduced |
| State of Tennessee, Treasury Department | 201,013 | $27.4M | 0.10% | −31,931−13.7% | Reduced |
| State of Michigan Retirement System | 199,514 | $27.2M | 0.13% | −200−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 196,046 | $26.7M | 0.32% | −859−0.4% | Reduced |
| Zacks Investment Management | 194,574 | $26.5M | 0.23% | +17,737+10.0% | Added |
| MetLife Investment Management | 190,411 | $26.0M | 0.15% | −4,135−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 186,590 | $25.5M | 0.06% | −5,600−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 180,401 | $24.6M | 0.15% | −208−0.1% | Reduced |
| Delta Asset Management LLC | 180,346 | $24.6M | 2.12% | +880.0% | Added |
| SpiderRock Advisors, LLC | 180,311 | $24.6M | 0.53% | +48,433+36.7% | Added |
| Keybank National Association | 178,305 | $24.3M | 0.09% | −5,281−2.9% | Reduced |
| Interval Partners, LP | 177,038 | $24.1M | 0.69% | +177,038 | New |
| Jamison Private Wealth Management, Inc. | 176,773 | $24.1M | 3.67% | +2,243+1.3% | Added |
| Raymond James Trust N.A. | 176,648 | $24.1M | 0.52% | +2,150+1.2% | Added |
| Corebridge Financial, Inc. | 176,421 | $24.1M | 0.13% | −4,338−2.4% | Reduced |
| Kestra Advisory Services, LLC | 175,596 | $23.9M | 0.13% | +5,044+3.0% | Added |
| Schroder Investment Management Group | 178,000 | $23.9M | 0.02% | −5,291−2.9% | Reduced |
| United Services Automobile Association | 175,117 | $23.9M | 0.61% | −56,771−24.5% | Reduced |
| Forsta Ap-Fonden | 171,600 | $23.4M | 0.18% | +18,500+12.1% | Added |
| UniSuper Management Pty Ltd | 171,099 | $23.3M | 0.18% | +1,853+1.1% | Added |
| Willis Investment Counsel | 169,801 | $23.2M | 1.50% | +1,343+0.8% | Added |
| Nwam LLC | 168,071 | $22.9M | 1.40% | +168,071 | New |
| Sabal Trust CO | 166,022 | $22.6M | 1.23% | +1,676+1.0% | Added |
| Andra AP-fonden | 163,183 | $22.2M | 0.33% | +41,000+33.6% | Added |
| Retirement Systems of Alabama | 159,503 | $21.7M | 0.08% | −1,394−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 159,460 | $21.7M | 0.14% | −753−0.5% | Reduced |
| Letko, Brosseau & Associates Inc | 155,202 | $21.2M | 0.38% | −58,575−27.4% | Reduced |
| Jane Street Group, LLC | 154,792 | $21.1M | 0.03% | −113,254−42.3% | Reduced |
| CIBC Private Wealth Group, LLC | 154,667 | $21.1M | 0.04% | −3,469−2.2% | Reduced |
| RSM US Wealth Management LLC | 153,473 | $20.5M | 0.30% | +1,609+1.1% | Added |
| Varma Mutual Pension Insurance Co | 151,970 | $20.4M | 0.16% | +32,542+27.2% | Added |
| Czech National Bank | 149,220 | $20.3M | 0.21% | +10,227+7.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 148,905 | $20.3M | 0.09% | +419+0.3% | Added |
| Evergreen Capital Management LLC | 147,556 | $20.1M | 0.68% | +3,021+2.1% | Added |
| Benjamin Edwards Inc | 146,811 | $20.0M | 0.29% | +140,823+2,351.8% | Added |
| IFM Investors Pty Ltd | 146,789 | $20.0M | 0.19% | −295−0.2% | Reduced |
| Amalgamated Bank | 143,693 | $19.6M | 0.16% | −3,387−2.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 141,906 | $19.3M | 0.06% | +44,379+45.5% | Added |
| Grimes & Company, Inc. | 141,688 | $19.3M | 0.52% | +5,857+4.3% | Added |
| Allworth Financial LP | 140,851 | $19.2M | 0.12% | +3,200+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 140,462 | $19.2M | 0.07% | +14,573+11.6% | Added |
| Ensign Peak Advisors, Inc | 140,408 | $19.1M | 0.03% | −29,495−17.4% | Reduced |
| Modera Wealth Management, LLC | 140,158 | $19.1M | 0.24% | +100+0.1% | Added |
| KCM Investment Advisors LLC | 139,441 | $19.0M | 0.64% | −5,400−3.7% | Reduced |
| Candriam Luxembourg S.C.A. | 139,154 | $19.0M | 0.11% | +73,792+112.9% | Added |
| Godsey & Gibb Associates | 138,508 | $18.9M | 1.81% | +3,884+2.9% | Added |
| Waters Parkerson & Co., LLC | 137,799 | $18.8M | 0.95% | −4,613−3.2% | Reduced |
| Kimelman & Baird, LLC | 137,577 | $18.8M | 1.50% | −1,418−1.0% | Reduced |
| CIBC Asset Management Inc | 136,914 | $18.7M | 0.06% | +8,377+6.5% | Added |
| TCW Group Inc | 136,185 | $18.6M | 0.16% | −31,846−19.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 134,801 | $18.4M | 0.43% | −772−0.6% | Reduced |
| Tamar Securities, LLC | 132,002 | $18.0M | 2.53% | +25,251+23.7% | Added |
| 1832 Asset Management L.P. | 131,277 | $17.9M | 0.03% | −17,415−11.7% | Reduced |
| KBC Group NV | 131,085 | $17.9M | 0.05% | +2,263+1.8% | Added |
| Bridgeway Capital Management, LLC | 130,577 | $17.8M | 0.38% | +10,631+8.9% | Added |
| River Road Asset Management, LLC | 130,557 | $17.8M | 0.23% | −92,044−41.3% | Reduced |
| Verity & Verity, LLC | 129,551 | $17.7M | 1.73% | +4,054+3.2% | Added |
| Donald L. Hagan, LLC | 129,485 | $17.7M | 9.01% | −260−0.2% | Reduced |
| Eagle Asset Management Inc | 130,482 | $17.3M | 0.09% | +701+0.5% | Added |
| Dearborn Partners LLC | 125,195 | $17.1M | 0.69% | −3,338−2.6% | Reduced |
| Fisher Asset Management, LLC | 124,070 | $16.9M | 0.01% | +5,956+5.0% | Added |
| Factory Mutual Insurance Co | 123,700 | $16.9M | 0.17% | 00.0% | Unchanged |
| Stephens Inc | 122,888 | $16.8M | 0.24% | −30,763−20.0% | Reduced |
| Brown Brothers Harriman & Co | 122,698 | $16.7M | 0.11% | −48,786−28.4% | Reduced |
| British Columbia Investment Management Corp | 121,703 | $16.6M | 0.10% | −17,701−12.7% | Reduced |
| Pinnacle Associates Ltd | 104,731 | $16.5M | 0.28% | +13,473+14.8% | Added |
| Utah Retirement Systems | 120,618 | $16.4M | 0.19% | +500+0.4% | Added |
| Calamos Advisors LLC | 119,031 | $16.2M | 0.08% | −2,920−2.4% | Reduced |
| Mayar Capital Ltd. | 118,688 | $16.2M | 15.73% | +13,200+12.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 118,652 | $16.2M | 1.10% | +55,198+87.0% | Added |
| MML Investors Services, LLC | 117,860 | $16.1M | 0.06% | −11,714−9.0% | Reduced |
| Financial Counselors Inc | 117,617 | $16.0M | 0.24% | +2,584+2.2% | Added |
| Wilkins Investment Counsel Inc | 116,548 | $15.9M | 2.20% | +25,132+27.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 116,415 | $15.9M | 0.56% | +11,819+11.3% | Added |
| Allianz Asset Management GmbH | 116,285 | $15.9M | 0.02% | −33,308−22.3% | Reduced |
| Bank of Nova Scotia | 116,011 | $15.8M | 0.03% | +31,500+37.3% | Added |
| First Long Island Investors, LLC | 114,808 | $15.7M | 1.23% | −614−0.5% | Reduced |
| Credit Agricole S A | 114,428 | $15.6M | 0.08% | +1,500+1.3% | Added |
| Trillium Asset Management, LLC | 113,003 | $15.4M | 0.38% | −69,493−38.1% | Reduced |
| Fifth Third Bancorp | 112,906 | $15.4M | 0.06% | −20,965−15.7% | Reduced |
| Prio Wealth Limited Partnership | 112,812 | $15.4M | 0.45% | −7,328−6.1% | Reduced |
| Marco Investment Management LLC | 112,632 | $15.4M | 1.33% | +2,800+2.5% | Added |
| Sanctuary Advisors, LLC | 113,355 | $15.3M | 0.10% | −24,246−17.6% | Reduced |
| Regions Financial Corp | 109,822 | $15.0M | 0.11% | −10,103−8.4% | Reduced |
| Drexel Morgan & Co. | 109,765 | $15.0M | 2.78% | +109,765 | New |
| Marcum Wealth, LLC | 109,215 | $14.9M | 1.38% | −558−0.5% | Reduced |
| Biechele Royce Advisors | 109,205 | $14.9M | 4.91% | +8,393+8.3% | Added |
| DDD Partners, LLC | 108,947 | $14.9M | 1.61% | −5,295−4.6% | Reduced |
| AMF Pensionsforsakring AB | 108,360 | $14.8M | 0.11% | +30,815+39.7% | Added |
| New York Life Investment Management LLC | 108,373 | $14.8M | 0.14% | −2,873−2.6% | Reduced |
| La Banque Postale Asset Management SA | 108,302 | $14.8M | 0.22% | +29,726+37.8% | Added |
| Scotia Capital Inc. | 107,357 | $14.6M | 0.08% | −6,195−5.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 107,237 | $14.6M | 0.12% | −119,945−52.8% | Reduced |
| First Manhattan Co | 105,882 | $14.4M | 0.04% | −31,650−23.0% | Reduced |
| Yousif Capital Management, LLC | 105,799 | $14.4M | 0.16% | +392+0.4% | Added |
| Jones Financial Companies LLLP | 106,793 | $14.3M | 0.01% | +64,819+154.4% | Added |
| Private Advisor Group, LLC | 104,868 | $14.3M | 0.09% | +466+0.4% | Added |
| Brown Advisory Inc | 104,063 | $14.2M | 0.02% | −6,733−6.1% | Reduced |