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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 103,515 | $14.1M | 0.02% | +29,657+40.2% | Added |
| Washington Trust Advisors, Inc. | 103,323 | $14.1M | 1.21% | −7,829−7.0% | Reduced |
| Xponance, Inc. | 102,806 | $14.0M | 0.14% | +2,599+2.6% | Added |
| Greatmark Investment Partners, Inc. | 102,611 | $14.0M | 1.90% | +6,845+7.1% | Added |
| Intact Investment Management Inc. | 102,510 | $14.0M | 0.46% | +18,650+22.2% | Added |
| Fullcircle Wealth LLC | 102,277 | $13.8M | 6.21% | −7,013−6.4% | Reduced |
| Canada Pension Plan Investment Board | 101,511 | $13.8M | 0.01% | −156,463−60.7% | Reduced |
| Isthmus Partners, LLC | 101,147 | $13.8M | 1.64% | +3,090+3.2% | Added |
| Sequoia Financial Advisors, LLC | 100,573 | $13.7M | 0.15% | −10,857−9.7% | Reduced |
| State of Alaska, Department of Revenue | 100,581 | $13.7M | 0.15% | −3,415−3.3% | Reduced |
| Madison Asset Management, LLC | 100,375 | $13.7M | 0.15% | −2,583−2.5% | Reduced |
| Public Employees Retirement Association of Colorado | 100,324 | $13.7M | 0.05% | +67+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 100,055 | $13.6M | 1.49% | +6,708+7.2% | Added |
| CIBC World Markets Corp | 99,268 | $13.5M | 0.10% | +5,313+5.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 98,902 | $13.5M | 0.03% | −4,574−4.4% | Reduced |
| QRG Capital Management, Inc. | 98,784 | $13.5M | 0.15% | +682+0.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,238 | $13.4M | 0.14% | +3,433+3.6% | Added |
| Everett Harris & Co | 98,231 | $13.4M | 0.17% | −1,391−1.4% | Reduced |
| Brookstone Capital Management | 98,182 | $13.4M | 0.20% | +5,454+5.9% | Added |
| ING Groep NV | 97,976 | $13.4M | 0.08% | +35,116+55.9% | Added |
| Loomis Sayles & Co L P | 97,712 | $13.3M | 0.02% | +36,091+58.6% | Added |
| Pathstone Holdings, LLC | 96,391 | $13.1M | 0.06% | −5,723−5.6% | Reduced |
| Telos Capital Management, Inc. | 95,478 | $13.0M | 1.37% | −237−0.2% | Reduced |
| Wedge Capital Management L L P | 95,145 | $13.0M | 0.22% | +95,145 | New |
| Southern Capital Advisors, LLC | 93,705 | $12.8M | 7.19% | −2,745−2.8% | Reduced |
| Miramar Capital, LLC | 93,693 | $12.8M | 2.98% | −483−0.5% | Reduced |
| GWM Advisors LLC | 93,578 | $12.8M | 0.08% | −9,507−9.2% | Reduced |
| ProShare Advisors LLC | 93,436 | $12.7M | 0.03% | −7,991−7.9% | Reduced |
| Neuberger Berman Group LLC | 92,946 | $12.7M | 0.01% | −143,433−60.7% | Reduced |
| Cresset Asset Management, LLC | 92,621 | $12.6M | 0.05% | +6,511+7.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 92,608 | $12.6M | 0.13% | +92,608 | New |
| Cullinan Associates Inc | 95,921 | $12.6M | 0.71% | −7,389−7.2% | Reduced |
| Pinnacle Financial Partners Inc | 91,890 | $12.5M | 0.25% | −626−0.7% | Reduced |
| Westshore Wealth, LLC | 91,269 | $12.4M | 5.09% | −73,755−44.7% | Reduced |
| Daiwa Securities Group Inc. | 91,262 | $12.4M | 0.06% | +9,898+12.2% | Added |
| APG Asset Management N.V. | 101,694 | $12.4M | 0.08% | −370,827−78.5% | Reduced |
| Vontobel Holding Ltd. | 90,838 | $12.4M | 0.04% | −26,925−22.9% | Reduced |
| Hengehold Capital Management LLC | 90,487 | $12.3M | 1.17% | +66,752+281.2% | Added |
| Mercer Global Advisors Inc | 92,464 | $12.3M | 0.03% | −15,429−14.3% | Reduced |
| Mutual of America Capital Management LLC | 90,218 | $12.3M | 0.13% | −1,803−2.0% | Reduced |
| Capstone Investment Advisors, LLC | 88,651 | $12.1M | 0.23% | +1,877+2.2% | Added |
| Janney Capital Management LLC | 88,435 | $12.1M | 0.81% | −258−0.3% | Reduced |
| Nissay Asset Management Corp | 88,239 | $12.0M | 0.08% | +1,079+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 88,145 | $12.0M | 0.36% | +1,380+1.6% | Added |
| Jacobs & Co | 88,055 | $12.0M | 1.20% | +1,981+2.3% | Added |
| Synovus Financial Corp | 87,531 | $11.9M | 0.14% | +6,941+8.6% | Added |
| Logan Capital Management Inc | 87,069 | $11.9M | 0.49% | +9,250+11.9% | Added |
| Teacher Retirement System of Texas | 86,728 | $11.8M | 0.06% | −16,708−16.2% | Reduced |
| FORA Capital, LLC | 86,146 | $11.7M | 1.38% | +22,516+35.4% | Added |
| Charter Trust Co | 85,695 | $11.7M | 0.75% | −615−0.7% | Reduced |
| CWM, LLC | 85,536 | $11.7M | 0.05% | +1,378+1.6% | Added |
| Warren Averett Asset Management, LLC | 84,935 | $11.6M | 0.21% | −284−0.3% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $11.5M | 8.88% | 00.0% | Unchanged |
| United Bank | 84,233 | $11.5M | 1.34% | +3,377+4.2% | Added |
| Brinker Capital Investments, LLC | 83,877 | $11.4M | 0.11% | −4,095−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 83,877 | $11.4M | 0.11% | −4,095−4.7% | Reduced |
| Peapack Gladstone Financial Corp | 83,104 | $11.3M | 0.16% | +11,305+15.7% | Added |
| Moneta Group Investment Advisors LLC | 83,069 | $11.3M | 0.16% | +172+0.2% | Added |
| TownSquare Capital, LLC | 82,858 | $11.3M | 0.14% | +5,444+7.0% | Added |
| South Dakota Investment Council | 82,450 | $11.2M | 0.22% | +10,700+14.9% | Added |
| Avantax Advisory Services, Inc. | 82,000 | $11.2M | 0.07% | −5,160−5.9% | Reduced |
| Heritage Investors Management Corp | 81,941 | $11.2M | 0.37% | −405−0.5% | Reduced |
| Adviser Investments LLC | 81,942 | $11.2M | 0.14% | +1,065+1.3% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $11.2M | 2.96% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 81,843 | $11.2M | 0.36% | +64,163+362.9% | Added |
| Mairs & Power Inc | 81,144 | $11.1M | 0.10% | −28,832−26.2% | Reduced |
| Assetmark, Inc | 80,886 | $11.0M | 0.03% | +5,068+6.7% | Added |
| CapWealth Advisors, LLC | 80,562 | $11.0M | 1.20% | +7,331+10.0% | Added |
| Visionary Wealth Advisors | 80,251 | $10.9M | 0.67% | +17,998+28.9% | Added |
| Engineers Gate Manager LP | 80,150 | $10.9M | 0.21% | −27,661−25.7% | Reduced |
| Stonebridge Capital Advisors LLC | 79,906 | $10.9M | 0.89% | +4,603+6.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 79,715 | $10.9M | 2.18% | −5,978−7.0% | Reduced |
| United Capital Financial Advisers, LLC | 78,493 | $10.7M | 0.09% | −1,769−2.2% | Reduced |
| Olstein Capital Management, L.P. | 78,000 | $10.6M | 1.81% | +10,000+14.7% | Added |
| Davy Global Fund Management Ltd | 77,684 | $10.6M | 1.10% | +10,271+15.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 77,000 | $10.5M | 0.11% | +24,000+45.3% | Added |
| Woodmont Investment Counsel LLC | 75,670 | $10.3M | 0.78% | −847−1.1% | Reduced |
| Empowered Funds, LLC | 75,501 | $10.3M | 0.16% | −38,552−33.8% | Reduced |
| Armstrong Advisory Group, Inc | 75,146 | $10.2M | 0.85% | −3,820−4.8% | Reduced |
| Zevin Asset Management LLC | 75,058 | $10.2M | 1.58% | −5,278−6.6% | Reduced |
| Kornitzer Capital Management Inc | 73,961 | $10.1M | 0.19% | −3,380−4.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 73,726 | $10.1M | 0.02% | +22,044+42.7% | Added |
| Lido Advisors, LLC | 73,192 | $9.98M | 0.07% | +2,936+4.2% | Added |
| J.W. Cole Advisors, Inc. | 72,929 | $9.94M | 0.42% | −7,967−9.8% | Reduced |
| Daymark Wealth Partners, LLC | 72,395 | $9.87M | 0.42% | +6,383+9.7% | Added |
| Bartlett & Co. Wealth Management LLC | 72,395 | $9.87M | 0.14% | −5,159−6.7% | Reduced |
| Kestra Private Wealth Services, LLC | 71,909 | $9.80M | 0.18% | −4,407−5.8% | Reduced |
| Motley Fool Wealth Management, LLC | 71,500 | $9.75M | 0.49% | −1,596−2.2% | Reduced |
| Congress Wealth Management LLC | 71,288 | $9.72M | 0.13% | +1,385+2.0% | Added |
| Rafferty Asset Management, LLC | 70,545 | $9.62M | 0.03% | −2,715−3.7% | Reduced |
| TCTC Holdings, LLC | 70,070 | $9.55M | 0.32% | +4,680+7.2% | Added |
| Atria Investments LLC | 69,500 | $9.48M | 0.12% | −9,713−12.3% | Reduced |
| Allianz SE | 69,459 | $9.47M | 0.26% | +3,130+4.7% | Added |
| Elo Mutual Pension Insurance Co | 69,321 | $9.45M | 0.20% | +8,542+14.1% | Added |
| Congress Asset Management Co | 69,047 | $9.41M | 0.06% | +984+1.4% | Added |
| Advocate Group LLC | 68,384 | $9.32M | 1.69% | +2,608+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 68,073 | $9.28M | 0.09% | +11,173+19.6% | Added |
| CIBC World Markets Inc. | 67,466 | $9.20M | 0.02% | −5,374−7.4% | Reduced |
| Country Club Bank | 67,897 | $9.12M | 0.61% | +11,581+20.6% | Added |
| Hendershot Investments Inc. | 66,436 | $9.06M | 1.23% | +2,944+4.6% | Added |