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 |
|---|---|---|---|---|---|
| Commonwealth Retirement Investments LLC | 30,841 | $4.20M | 1.76% | +1,256+4.2% | Added |
| Norinchukin Bank, The | 30,806 | $4.20M | 0.10% | +4,728+18.1% | Added |
| Investment House LLC | 30,700 | $4.19M | 0.23% | −13,610−30.7% | Reduced |
| Summitry LLC | 30,442 | $4.15M | 0.20% | +3,265+12.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 30,300 | $4.13M | 0.04% | −3,378−10.0% | Reduced |
| Vision Capital Management, Inc. | 29,997 | $4.09M | 0.58% | +745+2.5% | Added |
| Metis Global Partners, LLC | 29,851 | $4.07M | 0.13% | +221+0.7% | Added |
| Umb Bank N A | 29,778 | $4.06M | 0.06% | −7,401−19.9% | Reduced |
| E. Ohman J:or Asset Management AB | 29,611 | $4.04M | 0.10% | −1,800−5.7% | Reduced |
| Cox Capital Mgt LLC | 29,537 | $4.03M | 2.41% | −702−2.3% | Reduced |
| Martin Capital Partners, LLC | 29,506 | $4.02M | 1.99% | −9,302−24.0% | Reduced |
| Farmers & Merchants Investments Inc | 29,348 | $4.00M | 0.12% | +216+0.7% | Added |
| Acadian Asset Management LLC | 29,353 | $4.00M | 0.01% | −43,514−59.7% | Reduced |
| Mutual Advisors, LLC | 28,865 | $3.99M | 0.12% | +7,524+35.3% | Added |
| Perigon Wealth Management, LLC | 29,197 | $3.98M | 0.11% | +5,566+23.6% | Added |
| Cohen Klingenstein LLC | 29,178 | $3.98M | 0.14% | −804−2.7% | Reduced |
| Financial Partners Group, LLC | 29,131 | $3.97M | 1.49% | +2,812+10.7% | Added |
| Kesler, Norman & Wride, LLC | 29,130 | $3.97M | 0.78% | −4,297−12.9% | Reduced |
| SGL Investment Advisors, Inc. | 29,899 | $3.97M | 2.04% | +29,899 | New |
| Dai-Ichi Life Insurance Company, Ltd | 29,014 | $3.96M | 0.10% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 28,884 | $3.94M | 0.57% | +1,547+5.7% | Added |
| Kovitz Investment Group Partners, LLC | 34,272 | $3.90M | 0.03% | +15,779+85.3% | Added |
| Benin Management CORP | 28,590 | $3.90M | 1.10% | +1,382+5.1% | Added |
| Mattern Capital Management, LLC | 28,507 | $3.89M | 0.49% | −8,477−22.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 28,456 | $3.88M | 1.15% | +1,859+7.0% | Added |
| Klingenstein Fields & Co LP | 28,413 | $3.87M | 0.15% | −125,744−81.6% | Reduced |
| William Allan, LLC | 28,379 | $3.87M | 2.40% | +831+3.0% | Added |
| Lakeview Capital Partners, LLC | 28,281 | $3.86M | 0.61% | +1,815+6.9% | Added |
| Los Angeles Capital Management LLC | 28,212 | $3.85M | 0.02% | −47,868−62.9% | Reduced |
| HighPoint Advisor Group LLC | 28,517 | $3.82M | 0.22% | −845−2.9% | Reduced |
| Motco | 27,989 | $3.82M | 0.38% | −1,389−4.7% | Reduced |
| Culbertson A N & Co Inc | 27,981 | $3.81M | 0.61% | −815−2.8% | Reduced |
| Vinva Investment Management Ltd | 28,368 | $3.81M | 0.17% | −1,206−4.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 27,779 | $3.79M | 1.57% | +535+2.0% | Added |
| Valeo Financial Advisors, LLC | 27,757 | $3.78M | 0.11% | +3,922+16.5% | Added |
| Beacon Financial Group | 27,732 | $3.78M | 0.41% | −64−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 27,404 | $3.74M | 0.12% | −2,673−8.9% | Reduced |
| Hallmark Capital Management Inc | 27,319 | $3.72M | 0.28% | +1,317+5.1% | Added |
| Northwest Investment Counselors, LLC | 27,116 | $3.70M | 0.84% | +419+1.6% | Added |
| Prudential PLC | 27,106 | $3.70M | 0.02% | −6,311−18.9% | Reduced |
| LongView Wealth Management | 26,898 | $3.67M | 1.17% | −82−0.3% | Reduced |
| Opus Investment Management Inc | 26,600 | $3.63M | 2.55% | 00.0% | Unchanged |
| Intech Investment Management LLC | 26,584 | $3.62M | 0.04% | −10,059−27.5% | Reduced |
| Horrell Capital Management, Inc. | 26,581 | $3.62M | 1.08% | −2,980−10.1% | Reduced |
| Advisory Alpha, LLC | 26,560 | $3.62M | 0.13% | +6,744+34.0% | Added |
| Zions Bancorporation, N.A. | 26,459 | $3.61M | 0.26% | −662−2.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 26,457 | $3.61M | 0.25% | +5,444+25.9% | Added |
| FIL Ltd | 26,384 | $3.60M | 0.00% | +4,096+18.4% | Added |
| TD Waterhouse Canada Inc. | 26,868 | $3.58M | 0.03% | −71,150−72.6% | Reduced |
| Bokf, NA | 27,341 | $3.57M | 0.06% | −978−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 26,190 | $3.57M | 0.04% | +13,437+105.4% | Added |
| Brady Family Wealth, LLC | 26,155 | $3.57M | 1.07% | −1,328−4.8% | Reduced |
| Monarch Capital Management Inc | 26,045 | $3.55M | 0.96% | +3,615+16.1% | Added |
| Pavion Blue Capital, LLC | 26,029 | $3.55M | 1.65% | +469+1.8% | Added |
| Brooks, Moore & Associates, Inc. | 25,980 | $3.54M | 2.09% | +3,641+16.3% | Added |
| Azimuth Capital Investment Management LLC | 25,956 | $3.54M | 0.14% | +1,231+5.0% | Added |
| Stanley-Laman Group, Ltd. | 25,916 | $3.53M | 0.50% | +3,237+14.3% | Added |
| Summit Financial, LLC | 25,913 | $3.53M | 0.14% | +5,670+28.0% | Added |
| NewEdge Wealth, LLC | 25,904 | $3.53M | 0.06% | +432+1.7% | Added |
| McDaniel Terry & Co | 25,886 | $3.53M | 0.30% | −23−0.1% | Reduced |
| CWA Asset Management Group, LLC | 25,825 | $3.52M | 0.19% | +25,825 | New |
| Atwater Malick LLC | 25,822 | $3.52M | 1.13% | −2,586−9.1% | Reduced |
| Providence Capital Advisors, LLC | 25,795 | $3.52M | 0.70% | +5,597+27.7% | Added |
| Landscape Capital Management, L.L.C. | 25,751 | $3.51M | 0.36% | +25,751 | New |
| Good Life Advisors, LLC | 25,550 | $3.48M | 0.21% | +1,939+8.2% | Added |
| Mediolanum International Funds Ltd | 25,821 | $3.46M | 0.05% | −53,231−67.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,313 | $3.45M | 0.13% | −19,245−43.2% | Reduced |
| Amica Mutual Insurance Co | 25,302 | $3.45M | 0.33% | −9,421−27.1% | Reduced |
| Bailard, Inc. | 25,254 | $3.44M | 0.09% | −17,355−40.7% | Reduced |
| Cypress Wealth Services, LLC | 25,225 | $3.44M | 0.71% | +918+3.8% | Added |
| Vident Advisory, LLC | 25,224 | $3.44M | 0.09% | +12,625+100.2% | Added |
| Anderson Hoagland & Co | 26,186 | $3.44M | 0.35% | +5,909+29.1% | Added |
| Signature Wealth Management Group | 25,202 | $3.44M | 1.38% | +566+2.3% | Added |
| Omers Administration Corp | 25,077 | $3.42M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 24,995 | $3.41M | 0.20% | +525+2.1% | Added |
| Ashton Thomas Private Wealth, LLC | 24,899 | $3.39M | 0.18% | −19,243−43.6% | Reduced |
| Gotham Asset Management, LLC | 24,896 | $3.39M | 0.04% | −20,178−44.8% | Reduced |
| Independent Investors Inc | 24,811 | $3.38M | 0.69% | 00.0% | Unchanged |
| Mather Group, LLC. | 24,797 | $3.38M | 0.04% | −2,800−10.1% | Reduced |
| Bristlecone Advisors, LLC | 24,666 | $3.36M | 0.27% | +11,359+85.4% | Added |
| Inspire Trust Co, N.A. | 24,500 | $3.34M | 0.92% | +5,209+27.0% | Added |
| Lecap Asset Management Ltd | 24,466 | $3.34M | 0.72% | +730+3.1% | Added |
| Kingfisher Capital LLC | 24,244 | $3.31M | 0.76% | −2,773−10.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,178 | $3.30M | 0.36% | −187−0.8% | Reduced |
| Investment Management Corp of Ontario | 24,176 | $3.30M | 0.07% | +8,000+49.5% | Added |
| Total Clarity Wealth Management, Inc. | 24,150 | $3.29M | 1.06% | +20,461+554.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 23,937 | $3.26M | 0.70% | −2,005−7.7% | Reduced |
| Glass Wealth Management Co LLC | 23,900 | $3.26M | 1.80% | −265−1.1% | Reduced |
| Jensen Investment Management Inc | 23,814 | $3.25M | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 24,923 | $3.24M | 0.89% | +1,065+4.5% | Added |
| McDonald Partners LLC | 23,743 | $3.24M | 0.81% | −2,068−8.0% | Reduced |
| Argyle Capital Management Inc. | 23,733 | $3.24M | 1.29% | −520−2.1% | Reduced |
| Bourne Lent Asset Management Inc | 23,659 | $3.23M | 1.22% | +400+1.7% | Added |
| Nomura Holdings Inc | 23,559 | $3.21M | 0.02% | +16,975+257.8% | Added |
| Savoie Capital LLC | 23,528 | $3.21M | 0.39% | +6,600+39.0% | Added |
| Schulhoff & Co Inc | 23,357 | $3.18M | 1.33% | −67−0.3% | Reduced |
| Old Point Trust & Financial Services N A | 23,231 | $3.17M | 1.14% | +675+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,215 | $3.17M | 0.07% | +30.0% | Added |
| Meritage Portfolio Management | 23,119 | $3.15M | 0.19% | −984−4.1% | Reduced |
| Venture Visionary Partners LLC | 23,103 | $3.15M | 0.14% | −1,084−4.5% | Reduced |