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 |
|---|---|---|---|---|---|
| Alta Capital Management LLC | 23,027 | $3.14M | 0.19% | +1,339+6.2% | Added |
| Ethic Inc. | 21,096 | $3.14M | 0.08% | +1,161+5.8% | Added |
| Pitcairn Co | 22,980 | $3.13M | 0.19% | −2,249−8.9% | Reduced |
| ProVise Management Group, LLC | 22,940 | $3.13M | 0.25% | +3,245+16.5% | Added |
| Tilson Financial Group, Inc. | 22,894 | $3.12M | 1.35% | +22,894 | New |
| Peloton Wealth Strategists | 22,846 | $3.12M | 1.24% | −1,430−5.9% | Reduced |
| Drucker Wealth 3.0, LLC | 22,801 | $3.11M | 0.75% | +194+0.9% | Added |
| Argent Financial Group, Inc. | 22,735 | $3.10M | 0.37% | +22,735 | New |
| Horan Capital Advisors, LLC. | 22,700 | $3.09M | 1.03% | −329−1.4% | Reduced |
| Sawyer & Company, Inc | 22,626 | $3.08M | 1.14% | −98−0.4% | Reduced |
| Old Port Advisors | 22,526 | $3.07M | 0.85% | +12,259+119.4% | Added |
| Dynamic Advisor Solutions LLC | 22,522 | $3.07M | 0.09% | +150+0.7% | Added |
| Callodine Capital Management, LP | 22,500 | $3.07M | 0.64% | +22,500 | New |
| Cardinal Capital Management | 22,494 | $3.07M | 0.48% | +676+3.1% | Added |
| Arkadios Wealth Advisors | 22,368 | $3.05M | 0.17% | −2,774−11.0% | Reduced |
| Sovereign Financial Group, Inc. | 22,331 | $3.04M | 0.71% | −63−0.3% | Reduced |
| Jacobi Capital Management LLC | 22,214 | $3.03M | 0.23% | +2,149+10.7% | Added |
| Trilogy Capital Inc. | 22,007 | $3.00M | 0.15% | +2,036+10.2% | Added |
| Ostrum Asset Management | 22,005 | $3.00M | 0.25% | −941−4.1% | Reduced |
| Deane Retirement Strategies, Inc. | 21,870 | $2.98M | 1.45% | +51+0.2% | Added |
| Atlantic Union Bankshares Corp | 21,721 | $2.96M | 0.17% | −1,037−4.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,688 | $2.96M | 0.21% | −1,838−7.8% | Reduced |
| Entropy Technologies, LP | 21,574 | $2.94M | 0.31% | +21,574 | New |
| Stokes Capital Advisors, LLC | 21,545 | $2.94M | 0.75% | −5,573−20.6% | Reduced |
| Brookmont Capital Management | 21,476 | $2.93M | 1.51% | −552−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 21,378 | $2.91M | 0.08% | −4,738−18.1% | Reduced |
| KLCM Advisors, Inc. | 21,330 | $2.91M | 0.35% | +6,168+40.7% | Added |
| Paradigm Asset Management Co LLC | 21,324 | $2.91M | 0.76% | 00.0% | Unchanged |
| Truvestments Capital LLC | 21,292 | $2.90M | 0.78% | +949+4.7% | Added |
| Perkins Coie Trust Co | 21,266 | $2.90M | 0.64% | +434+2.1% | Added |
| Great Valley Advisor Group, Inc. | 21,048 | $2.87M | 0.07% | −13,658−39.4% | Reduced |
| Highland Capital Management, LLC | 21,031 | $2.87M | 0.16% | −1,130−5.1% | Reduced |
| WBI Investments | 20,922 | $2.85M | 0.69% | +20,922 | New |
| Woodley Farra Manion Portfolio Management Inc | 20,918 | $2.85M | 0.14% | −93−0.4% | Reduced |
| Alberta Investment Management Corp | 20,900 | $2.85M | 0.02% | +1,100+5.6% | Added |
| National Asset Management, Inc. | 21,281 | $2.85M | 0.08% | −2,924−12.1% | Reduced |
| SAM Advisors, LLC | 20,859 | $2.84M | 1.04% | +20,859 | New |
| Veriti Management LLC | 20,459 | $2.79M | 0.15% | +5,150+33.6% | Added |
| Diversify Advisory Services, LLC | 21,084 | $2.77M | 0.15% | −2,936−12.2% | Reduced |
| Independence Bank of Kentucky | 20,259 | $2.76M | 0.59% | +3,580+21.5% | Added |
| Slagle Financial, LLC | 20,245 | $2.76M | 1.23% | +2,313+12.9% | Added |
| Bowen Hanes & Co Inc | 20,136 | $2.75M | 0.07% | −500−2.4% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $2.74M | 0.73% | 00.0% | Unchanged |
| Exeter Financial, LLC | 19,973 | $2.72M | 1.21% | +2,093+11.7% | Added |
| Physicians Financial Services, Inc. | 19,897 | $2.71M | 0.84% | −1,349−6.3% | Reduced |
| Coppell Advisory Solutions LLC | 20,158 | $2.71M | 0.40% | +1,343+7.1% | Added |
| Procyon Private Wealth Partners, LLC | 19,802 | $2.70M | 0.19% | −402−2.0% | Reduced |
| Rockline Wealth Management, LLC | 19,649 | $2.68M | 0.76% | +867+4.6% | Added |
| Sterling Capital Management LLC | 19,571 | $2.67M | 0.03% | +19,571 | New |
| Virginia Wealth Management Group, Inc. | 19,502 | $2.66M | 1.67% | +5,634+40.6% | Added |
| Keating Investment Counselors Inc | 19,502 | $2.66M | 0.79% | −125−0.6% | Reduced |
| AIA Group Ltd | 19,483 | $2.66M | 0.07% | −2,114−9.8% | Reduced |
| PEAK6 Investments LLC | 19,294 | $2.63M | 0.13% | +19,294 | New |
| Tokio Marine Asset Management Co Ltd | 19,209 | $2.62M | 0.11% | +1,650+9.4% | Added |
| Courier Capital LLC | 19,201 | $2.62M | 0.18% | −328−1.7% | Reduced |
| Quadrature Capital Ltd | 19,137 | $2.61M | 0.06% | +19,137 | New |
| Northcape Wealth Management, LLC | 19,112 | $2.61M | 0.85% | +582+3.1% | Added |
| Vestmark Advisory Solutions, Inc. | 19,028 | $2.59M | 0.10% | −2,288−10.7% | Reduced |
| Arete Wealth Advisors, LLC | 19,068 | $2.59M | 0.22% | +7,786+69.0% | Added |
| Beech Hill Advisors, Inc. | 18,998 | $2.59M | 0.98% | +713+3.9% | Added |
| Summit Global Investments | 18,982 | $2.59M | 0.16% | −27,750−59.4% | Reduced |
| Miller Howard Investments Inc | 18,954 | $2.58M | 0.08% | −1,413−6.9% | Reduced |
| Maltin Wealth Management, Inc. | 18,952 | $2.58M | 1.26% | +342+1.8% | Added |
| New England Research & Management, Inc. | 18,893 | $2.58M | 1.21% | −75−0.4% | Reduced |
| Cary Street Partners Asset Management LLC | 18,883 | $2.57M | 0.34% | −984−5.0% | Reduced |
| Laurel Wealth Advisors LLC | 18,832 | $2.57M | 0.41% | −369−1.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 18,782 | $2.56M | 0.08% | −3,068−14.0% | Reduced |
| Fulton Bank, N.A. | 18,686 | $2.55M | 0.10% | +258+1.4% | Added |
| Sepio Capital, LP | 18,684 | $2.55M | 0.20% | −1,025−5.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,669 | $2.55M | 0.74% | +1,051+6.0% | Added |
| Edgestream Partners, L.P. | 18,638 | $2.54M | 0.11% | −37,126−66.6% | Reduced |
| Apollon Wealth Management, LLC | 18,638 | $2.54M | 0.07% | +3,552+23.5% | Added |
| Millennium Capital Advisors, LLC | 18,634 | $2.54M | 1.66% | −292−1.5% | Reduced |
| Wright Investors Service Inc | 18,561 | $2.53M | 0.66% | −270−1.4% | Reduced |
| PYA Waltman Capital, LLC | 18,456 | $2.52M | 0.82% | +1,267+7.4% | Added |
| Radnor Capital Management, LLC | 18,386 | $2.51M | 0.37% | +18,386 | New |
| NBT Bank N A | 18,375 | $2.51M | 0.17% | −251−1.3% | Reduced |
| Arnhold LLC | 18,370 | $2.50M | 0.24% | +11,000+149.3% | Added |
| Cohen Investment Advisors LLC | 18,357 | $2.50M | 1.53% | +3,835+26.4% | Added |
| Americana Partners, LLC | 18,297 | $2.49M | 0.17% | −329−1.8% | Reduced |
| United Asset Strategies, Inc. | 18,294 | $2.49M | 0.23% | −1,507−7.6% | Reduced |
| Pure Financial Advisors, Inc. | 18,157 | $2.48M | 0.06% | −152−0.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,117 | $2.47M | 0.95% | −13,799−43.2% | Reduced |
| Aspire Private Capital, LLC | 18,049 | $2.46M | 0.59% | −133−0.7% | Reduced |
| Baxter Bros Inc | 18,003 | $2.45M | 0.32% | −4,427−19.7% | Reduced |
| JLB & Associates Inc | 17,953 | $2.45M | 0.31% | −1,140−6.0% | Reduced |
| Papp L Roy & Associates | 17,941 | $2.45M | 0.30% | −837−4.5% | Reduced |
| Harvest Investment Services, LLC | 17,901 | $2.44M | 0.78% | +17,901 | New |
| Marion Wealth Management | 17,893 | $2.44M | 0.65% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 17,737 | $2.42M | 0.11% | −423−2.3% | Reduced |
| GYL Financial Synergies, LLC | 17,724 | $2.42M | 0.18% | −40.0% | Reduced |
| Wahed Invest LLC | 17,706 | $2.41M | 0.43% | +1,262+7.7% | Added |
| Pensionmark Financial Group, LLC | 17,675 | $2.41M | 0.08% | +7,836+79.6% | Added |
| First Trust Investment Solutions L.P. | 17,669 | $2.41M | 0.27% | +15,363+666.2% | Added |
| Cypress Capital Group | 17,565 | $2.39M | 0.27% | +373+2.2% | Added |
| Zullo Investment Group, Inc. | 17,560 | $2.39M | 0.99% | −66−0.4% | Reduced |
| Palouse Capital Management, Inc. | 17,550 | $2.39M | 1.51% | −769−4.2% | Reduced |
| Kennon-Green & Company, LLC | 17,526 | $2.39M | 1.99% | +233+1.3% | Added |
| Redmond Asset Management, LLC | 17,521 | $2.39M | 0.75% | +1,217+7.5% | Added |
| Boyar Asset Management Inc. | 17,507 | $2.39M | 1.54% | +20.0% | Added |