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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 66,413 | $9.05M | 0.42% | +9,820+17.4% | Added |
| Edgar Lomax Co | 66,135 | $9.02M | 0.55% | −1,035−1.5% | Reduced |
| Abner Herrman & Brock LLC | 65,773 | $8.97M | 1.08% | −6,022−8.4% | Reduced |
| Abn Amro Investment Solutions | 65,746 | $8.96M | 0.16% | +4,111+6.7% | Added |
| Walleye Capital LLC | 65,547 | $8.94M | 0.09% | +28,960+79.2% | Added |
| Cyndeo Wealth Partners, LLC | 65,131 | $8.88M | 0.62% | +33,509+106.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 65,059 | $8.87M | 0.25% | +13,820+27.0% | Added |
| Associated Banc-Corp | 64,961 | $8.86M | 0.26% | +32,510+100.2% | Added |
| Quantinno Capital Management LP | 64,733 | $8.83M | 0.11% | +23,678+57.7% | Added |
| Stratos Wealth Partners, LTD. | 64,613 | $8.81M | 0.13% | +20,572+46.7% | Added |
| Sagefield Capital LP | 64,571 | $8.80M | 0.96% | +64,571 | New |
| B. Metzler seel. Sohn & Co. AG | 64,041 | $8.73M | 0.09% | +6,049+10.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 64,041 | $8.73M | 0.09% | +64,041 | New |
| GTS Securities LLC | 64,002 | $8.73M | 0.18% | −27,440−30.0% | Reduced |
| Achmea Investment Management B.V. | 63,839 | $8.70M | 0.14% | −23,360−26.8% | Reduced |
| GAM Holding AG | 63,513 | $8.66M | 0.69% | +134+0.2% | Added |
| Baker Avenue Asset Management, LP | 63,377 | $8.64M | 0.27% | −41,545−39.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 62,953 | $8.58M | 0.02% | +3,416+5.7% | Added |
| Tredje AP-fonden | 62,794 | $8.56M | 0.08% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 62,674 | $8.54M | 0.16% | +70+0.1% | Added |
| Bleakley Financial Group, LLC | 62,578 | $8.53M | 0.26% | +35,951+135.0% | Added |
| Mackenzie Financial Corp | 62,080 | $8.46M | 0.01% | −3,428−5.2% | Reduced |
| United Advisor Group, LLC | 61,702 | $8.41M | 1.90% | +1,431+2.4% | Added |
| Argent Trust Co | 61,450 | $8.38M | 0.35% | +2,352+4.0% | Added |
| 9258 Wealth Management, LLC | 61,330 | $8.36M | 1.24% | −1,072−1.7% | Reduced |
| Welch & Forbes LLC | 61,096 | $8.33M | 0.11% | −2,173−3.4% | Reduced |
| Noesis Capital Mangement Corp | 60,467 | $8.24M | 1.64% | −899−1.5% | Reduced |
| Wesbanco Bank Inc | 60,381 | $8.23M | 0.28% | −268−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 60,338 | $8.23M | 0.09% | −7,297−10.8% | Reduced |
| Snowden Capital Advisors LLC | 60,199 | $8.21M | 0.24% | −6,023−9.1% | Reduced |
| Ally Financial Inc. | 60,000 | $8.18M | 0.99% | +7,000+13.2% | Added |
| Oppenheimer & Co Inc | 59,768 | $8.15M | 0.12% | +4,406+8.0% | Added |
| Sigma Investment Counselors Inc | 59,717 | $8.14M | 0.48% | +200.0% | Added |
| Iowa State Bank | 59,648 | $8.13M | 1.67% | −20,681−25.7% | Reduced |
| Bell Bank | 59,094 | $8.06M | 0.95% | +3,103+5.5% | Added |
| Summit Financial Wealth Advisors, LLC | 59,085 | $8.06M | 1.51% | +3,880+7.0% | Added |
| Gilman Hill Asset Management, LLC | 58,800 | $8.02M | 1.34% | +23,953+68.7% | Added |
| Commerzbank Aktiengesellschaft | 58,728 | $8.01M | 0.21% | +12,233+26.3% | Added |
| Glenview Trust Co | 58,197 | $7.93M | 0.15% | −2,286−3.8% | Reduced |
| Savant Capital, LLC | 57,536 | $7.84M | 0.07% | +8,326+16.9% | Added |
| MAI Capital Management | 57,184 | $7.80M | 0.07% | −7,596−11.7% | Reduced |
| Prospera Financial Services Inc | 56,641 | $7.72M | 0.20% | +1,007+1.8% | Added |
| Gulf International Bank (UK) Ltd | 56,594 | $7.72M | 0.20% | −2,597−4.4% | Reduced |
| Lynch & Associates | 56,436 | $7.69M | 1.63% | −1,930−3.3% | Reduced |
| Executive Wealth Management, LLC | 56,397 | $7.69M | 0.60% | +56,397 | New |
| Lathrop Investment Management Corp | 56,384 | $7.69M | 1.43% | +303+0.5% | Added |
| Romano Brothers and Company | 56,175 | $7.66M | 0.95% | +158+0.3% | Added |
| Northwest & Ethical Investments L.P. | 55,829 | $7.61M | 0.20% | +17,155+44.4% | Added |
| Texas Yale Capital Corp. | 55,640 | $7.59M | 0.33% | −10,465−15.8% | Reduced |
| Gilbert & Cook, Inc. | 55,559 | $7.57M | 1.04% | −5,149−8.5% | Reduced |
| Tufton Capital Management | 54,837 | $7.48M | 1.40% | +8,519+18.4% | Added |
| Teachers Retirement System of the State of Kentucky | 54,837 | $7.48M | 0.07% | −2,846−4.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,318 | $7.41M | 0.11% | −22,143−29.0% | Reduced |
| Verdence Capital Advisors LLC | 54,289 | $7.40M | 0.59% | +2,300+4.4% | Added |
| Shelton Capital Management | 53,914 | $7.35M | 0.19% | 00.0% | Unchanged |
| Grace & White Inc | 53,690 | $7.32M | 1.32% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 53,822 | $7.32M | 0.14% | +27,300+102.9% | Added |
| Live Oak Private Wealth LLC | 52,854 | $7.21M | 1.17% | +8,800+20.0% | Added |
| Miracle Mile Advisors, LLC | 52,392 | $7.14M | 0.17% | +8,834+20.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 51,815 | $7.06M | 0.02% | −1,351−2.5% | Reduced |
| Guyasuta Investment Advisors Inc | 51,719 | $7.05M | 0.44% | −11,098−17.7% | Reduced |
| Lee Danner & Bass Inc | 51,660 | $7.04M | 0.50% | +128+0.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 51,442 | $7.01M | 1.67% | +9,451+22.5% | Added |
| Kentucky Retirement Systems | 51,031 | $6.96M | 0.21% | −3,934−7.2% | Reduced |
| Level Four Advisory Services, LLC | 51,816 | $6.95M | 0.29% | +39,488+320.3% | Added |
| Resources Management Corp | 50,778 | $6.92M | 0.93% | +999+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 50,581 | $6.90M | 0.01% | −18,148−26.4% | Reduced |
| Founders Capital Management, LLC | 50,293 | $6.86M | 1.19% | +17,720+54.4% | Added |
| Axxcess Wealth Management, LLC | 50,236 | $6.85M | 0.17% | −4,615−8.4% | Reduced |
| JustInvest LLC | 49,604 | $6.76M | 0.11% | +252+0.5% | Added |
| Integrated Wealth Concepts LLC | 48,196 | $6.57M | 0.08% | +662+1.4% | Added |
| Linscomb & Williams, Inc. | 48,062 | $6.55M | 0.32% | −7,130−12.9% | Reduced |
| Captrust Financial Advisors | 47,988 | $6.54M | 0.02% | −7,160−13.0% | Reduced |
| First National Bank of Omaha | 47,983 | $6.54M | 0.42% | −859−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 47,962 | $6.54M | 0.19% | +1,126+2.4% | Added |
| Mizuho Securities USA LLC | 47,499 | $6.48M | 0.14% | −8,744−15.5% | Reduced |
| Keystone Financial Planning, Inc. | 47,335 | $6.45M | 1.95% | −58−0.1% | Reduced |
| Hendley & Co Inc | 47,004 | $6.41M | 2.23% | −380−0.8% | Reduced |
| Huntington National Bank | 46,946 | $6.40M | 0.05% | −6,873−12.8% | Reduced |
| Aquatic Capital Management LLC | 46,800 | $6.38M | 0.17% | −173,300−78.7% | Reduced |
| Birch Capital Management, LLC | 46,791 | $6.38M | 3.12% | +2,826+6.4% | Added |
| Koshinski Asset Management, Inc. | 46,698 | $6.37M | 0.55% | −187−0.4% | Reduced |
| Naples Global Advisors, LLC | 46,571 | $6.35M | 0.59% | +1,507+3.3% | Added |
| Griffin Asset Management, Inc. | 46,504 | $6.34M | 0.71% | −1,545−3.2% | Reduced |
| KMG Fiduciary Partners, LLC | 46,434 | $6.33M | 0.55% | +20,193+77.0% | Added |
| Concurrent Investment Advisors, LLC | 46,434 | $6.33M | 0.19% | −16,707−26.5% | Reduced |
| Eisler Capital (UK) Ltd. | 46,261 | $6.31M | 1.50% | −29,581−39.0% | Reduced |
| Jefferies Financial Group Inc. | 46,101 | $6.29M | 0.10% | +35,842+349.4% | Added |
| Hartford Investment Management Co | 45,983 | $6.27M | 0.21% | −715−1.5% | Reduced |
| Evercore Wealth Management, LLC | 45,237 | $6.17M | 0.09% | −13,041−22.4% | Reduced |
| Wambolt & Associates, LLC | 46,190 | $6.16M | 1.68% | +353+0.8% | Added |
| Tritonpoint Wealth, LLC | 45,782 | $6.15M | 0.56% | −46,445−50.4% | Reduced |
| Woodstock Corp | 44,837 | $6.11M | 0.59% | +7,691+20.7% | Added |
| Commerce Bank | 44,205 | $6.03M | 0.04% | −10,438−19.1% | Reduced |
| Hi-Line Capital Management, LLC | 43,965 | $5.99M | 2.94% | +43,965 | New |
| Signaturefd, LLC | 43,946 | $5.99M | 0.11% | −945−2.1% | Reduced |
| Sage Capital Advisors,llc | 43,607 | $5.95M | 1.55% | +572+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 43,503 | $5.93M | 0.22% | +4,973+12.9% | Added |
| Haverford Financial Services, Inc. | 43,491 | $5.93M | 1.70% | −10.0% | Reduced |
| Tocqueville Asset Management L.P. | 43,445 | $5.92M | 0.09% | +13,539+45.3% | Added |