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 |
|---|---|---|---|---|---|
| First National Trust Co | 43,434 | $5.92M | 0.23% | +188+0.4% | Added |
| Eagle Rock Investment Company, LLC | 43,360 | $5.91M | 0.99% | +331+0.8% | Added |
| Canal Capital Management, LLC | 43,197 | $5.89M | 0.94% | +7,093+19.6% | Added |
| XML Financial, LLC | 42,994 | $5.86M | 0.54% | +2,140+5.2% | Added |
| Birch Hill Investment Advisors LLC | 42,865 | $5.84M | 0.27% | −8,397−16.4% | Reduced |
| Builder Investment Group Inc | 42,800 | $5.84M | 1.57% | −245−0.6% | Reduced |
| Anchor Investment Management, LLC | 42,613 | $5.81M | 0.55% | −4,069−8.7% | Reduced |
| Addenda Capital Inc. | 42,599 | $5.81M | 0.21% | −31,895−42.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 42,541 | $5.80M | 0.09% | +2,063+5.1% | Added |
| Columbia Asset Management | 42,285 | $5.76M | 1.02% | +2,630+6.6% | Added |
| Ironwood Investment Counsel, LLC | 41,922 | $5.72M | 0.95% | +1,236+3.0% | Added |
| Numerai GP LLC | 41,871 | $5.71M | 1.52% | +39,811+1,932.6% | Added |
| Maryland State Retirement & Pension System | 41,703 | $5.69M | 0.12% | −15,159−26.7% | Reduced |
| Rowland & Co Investment Counsel | 41,686 | $5.68M | 1.15% | +1,650+4.1% | Added |
| Iams Wealth Management, LLC | 41,540 | $5.66M | 2.78% | +885+2.2% | Added |
| Waterfront Wealth Inc. | 41,643 | $5.66M | 1.39% | −42−0.1% | Reduced |
| Capital Management Corp | 41,393 | $5.64M | 1.00% | +6,716+19.4% | Added |
| Louisiana State Employees Retirement System | 41,200 | $5.62M | 0.10% | −100−0.2% | Reduced |
| Principal Securities, Inc. | 41,075 | $5.60M | 0.14% | +17,963+77.7% | Added |
| HTLF Bank | 41,063 | $5.60M | 0.61% | −312−0.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 40,622 | $5.54M | 0.49% | −225−0.6% | Reduced |
| Fusion Capital, LLC | 40,576 | $5.53M | 2.37% | +3,518+9.5% | Added |
| Securian Asset Management, Inc | 40,513 | $5.52M | 0.16% | −1,369−3.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 40,435 | $5.51M | 1.89% | −6,383−13.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 40,313 | $5.50M | 0.86% | +1,680+4.3% | Added |
| Northeast Investment Management | 40,292 | $5.49M | 0.25% | −2,853−6.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,745 | $5.48M | 0.05% | +378+0.9% | Added |
| Atria Wealth Solutions, Inc. | 39,785 | $5.47M | 0.06% | −3,911−9.0% | Reduced |
| Crossmark Global Holdings, Inc. | 40,127 | $5.47M | 0.10% | −806−2.0% | Reduced |
| Viking Fund Management LLC | 40,000 | $5.45M | 0.89% | +10,000+33.3% | Added |
| Kingsview Wealth Management, LLC | 39,981 | $5.45M | 0.11% | +19,772+97.8% | Added |
| Albion Financial Group | 39,964 | $5.45M | 0.38% | +743+1.9% | Added |
| Boston Research & Management Inc | 39,836 | $5.43M | 1.25% | +2,983+8.1% | Added |
| HBK Sorce Advisory LLC | 39,730 | $5.42M | 0.17% | −396−1.0% | Reduced |
| CMG Global Holdings, LLC | 39,658 | $5.41M | 3.05% | 00.0% | Unchanged |
| Tower Bridge Advisors | 39,601 | $5.40M | 0.56% | +737+1.9% | Added |
| Lowe Brockenbrough & Co Inc | 39,573 | $5.40M | 0.34% | −9,304−19.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 39,396 | $5.37M | 0.03% | +1,266+3.3% | Added |
| Riverview Capital Advisers, LLC | 39,086 | $5.33M | 1.64% | +300+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 39,001 | $5.32M | 0.07% | −7,573−16.3% | Reduced |
| Independent Advisor Alliance | 38,437 | $5.24M | 0.19% | −7,788−16.8% | Reduced |
| Inlet Private Wealth, LLC | 38,043 | $5.19M | 1.32% | −4,005−9.5% | Reduced |
| Dean Investment Associates, LLC | 37,843 | $5.16M | 0.70% | −2,409−6.0% | Reduced |
| Avantax Planning Partners, Inc. | 37,638 | $5.13M | 0.18% | −6,679−15.1% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 37,630 | $5.13M | 3.15% | −295−0.8% | Reduced |
| Community Bank, N.A. | 37,511 | $5.11M | 0.65% | +2,557+7.3% | Added |
| Sand Hill Global Advisors, LLC | 37,411 | $5.10M | 0.22% | −625−1.6% | Reduced |
| BancorpSouth Bank | 37,214 | $5.07M | 0.35% | +1,111+3.1% | Added |
| Borer Denton & Associates, Inc. | 37,165 | $5.07M | 1.73% | −1,835−4.7% | Reduced |
| North Star Investment Management Corp. | 36,892 | $5.03M | 0.35% | −1,061−2.8% | Reduced |
| Royal Fund Management, LLC | 36,732 | $5.01M | 0.35% | +23,521+178.0% | Added |
| Capital Investment Counsel, Inc | 36,544 | $4.98M | 0.72% | +5,829+19.0% | Added |
| Advisory Services Network, LLC | 36,231 | $4.96M | 0.10% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 36,290 | $4.95M | 0.84% | −3,843−9.6% | Reduced |
| Sky Investment Group LLC | 36,250 | $4.94M | 0.89% | −3,890−9.7% | Reduced |
| Siemens Fonds Invest GmbH | 36,229 | $4.94M | 0.39% | −152−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 36,219 | $4.94M | 0.20% | +1,898+5.5% | Added |
| Banque Cantonale Vaudoise | 36,164 | $4.93M | 0.20% | +6,149+20.5% | Added |
| Bridge Creek Capital Management LLC | 36,163 | $4.93M | 1.49% | +2,456+7.3% | Added |
| EagleClaw Capital Managment, LLC | 35,895 | $4.89M | 0.82% | −1,435−3.8% | Reduced |
| New Mexico Educational Retirement Board | 35,662 | $4.86M | 0.16% | −800−2.2% | Reduced |
| Bank of New Hampshire | 35,567 | $4.85M | 1.22% | −3,214−8.3% | Reduced |
| Bessemer Group Inc | 35,280 | $4.81M | 0.01% | +119+0.3% | Added |
| ARS Wealth Advisors Group, LLC | 35,129 | $4.79M | 0.59% | +903+2.6% | Added |
| Stolper Co | 34,920 | $4.76M | 1.56% | +140+0.4% | Added |
| M&G Plc | 34,897 | $4.75M | 0.02% | −2,793−7.4% | Reduced |
| Garland Capital Management Inc | 34,615 | $4.72M | 3.63% | −4,525−11.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 34,600 | $4.72M | 0.50% | +34,600 | New |
| CX Institutional | 34,434 | $4.69M | 0.21% | −21,268−38.2% | Reduced |
| Hantz Financial Services, Inc. | 34,287 | $4.67M | 0.08% | −12,730−27.1% | Reduced |
| PDS Planning, Inc | 34,256 | $4.67M | 0.42% | −418−1.2% | Reduced |
| Toroso Investments, LLC | 34,255 | $4.67M | 0.05% | +7,240+26.8% | Added |
| Torray LLC | 34,176 | $4.66M | 0.65% | +3,878+12.8% | Added |
| LGT Group Foundation | 34,842 | $4.63M | 0.08% | −81−0.2% | Reduced |
| Hodges Capital Management Inc. | 33,905 | $4.62M | 0.30% | +31,266+1,184.8% | Added |
| Bryn Mawr Trust Co | 33,777 | $4.61M | 0.08% | +8,097+31.5% | Added |
| TrueMark Investments, LLC | 33,763 | $4.60M | 1.48% | +33,763 | New |
| MainStreet Investment Advisors LLC | 33,615 | $4.58M | 0.61% | −1,689−4.8% | Reduced |
| Soltis Investment Advisors LLC | 33,580 | $4.58M | 0.45% | +1,719+5.4% | Added |
| Principal Street Partners, LLC | 33,554 | $4.57M | 0.75% | −8,195−19.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 33,424 | $4.56M | 0.24% | +7,651+29.7% | Added |
| Rench Wealth Management, Inc. | 33,414 | $4.56M | 1.56% | +376+1.1% | Added |
| Massmutual Trust Co FSB | 33,211 | $4.53M | 0.13% | −1,942−5.5% | Reduced |
| Penn Davis McFarland Inc | 33,029 | $4.50M | 0.51% | +33,029 | New |
| HB Wealth Management, LLC | 32,923 | $4.49M | 0.05% | −3,791−10.3% | Reduced |
| EP Wealth Advisors, LLC | 32,376 | $4.41M | 0.04% | +5,433+20.2% | Added |
| Public Sector Pension Investment Board | 32,289 | $4.40M | 0.02% | +4,100+14.5% | Added |
| Skylands Capital, LLC | 32,275 | $4.40M | 0.60% | +11,150+52.8% | Added |
| Cornerstone Advisors, LLC | 32,100 | $4.38M | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Designers | 32,776 | $4.37M | 0.47% | +30,603+1,408.3% | Added |
| NEOS Investment Management LLC | 32,033 | $4.37M | 0.13% | +6,496+25.4% | Added |
| Ci Investments Inc. | 31,905 | $4.35M | 0.02% | +3,023+10.5% | Added |
| Steel Peak Wealth Management LLC | 31,769 | $4.33M | 0.19% | +28,533+881.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,559 | $4.30M | 0.98% | −299−0.9% | Reduced |
| Vaughan David Investments LLC | 31,448 | $4.29M | 0.10% | +100.0% | Added |
| Mizuho Markets Americas LLC | 31,249 | $4.26M | 0.10% | +28,589+1,074.8% | Added |
| NewSquare Capital LLC | 31,684 | $4.26M | 0.34% | −621−1.9% | Reduced |
| Whittier Trust Co | 31,081 | $4.24M | 0.06% | −3,196−9.3% | Reduced |
| tru Independence LLC | 31,035 | $4.23M | 1.24% | −1,524−4.7% | Reduced |
| GLOBALT Investments LLC | 31,024 | $4.23M | 0.16% | −921−2.9% | Reduced |