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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 17,501 | $2.39M | 0.16% | +3,871+28.4% | Added |
| Sunbelt Securities, Inc. | 17,492 | $2.38M | 0.23% | +862+5.2% | Added |
| Boomfish Wealth Group, LLC | 17,488 | $2.38M | 1.46% | −1,027−5.5% | Reduced |
| AE Wealth Management LLC | 17,474 | $2.38M | 0.02% | −11,264−39.2% | Reduced |
| Gunn & Co Investment Management, Inc. | 17,350 | $2.37M | 1.63% | −215,064−92.5% | Reduced |
| Frank, Rimerman Advisors LLC | 17,314 | $2.36M | 0.17% | −539−3.0% | Reduced |
| Marks Group Wealth Management, Inc | 17,303 | $2.36M | 0.23% | −59−0.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 17,264 | $2.35M | 0.13% | +1,149+7.1% | Added |
| Horizon Investments, LLC | 17,249 | $2.35M | 0.06% | +2,890+20.1% | Added |
| Adams Asset Advisors, LLC | 17,185 | $2.34M | 0.31% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 17,236 | $2.34M | 0.41% | +1,880+12.2% | Added |
| Pathway Financial Advisers, LLC | 17,126 | $2.33M | 1.06% | +1,207+7.6% | Added |
| Twin Capital Management Inc | 17,108 | $2.33M | 0.26% | −195−1.1% | Reduced |
| SkyOak Wealth, LLC | 17,099 | $2.33M | 0.52% | +113+0.7% | Added |
| Bonness Enterprises Inc | 17,050 | $2.32M | 0.77% | +2,100+14.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $2.31M | 0.02% | +2,060+13.8% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.30M | 0.91% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 16,877 | $2.30M | 0.11% | +3,715+28.2% | Added |
| Miller Investment Management, LP | 16,859 | $2.30M | 0.24% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 17,056 | $2.30M | 0.20% | +564+3.4% | Added |
| TD Private Client Wealth LLC | 16,812 | $2.29M | 0.07% | −2,351−12.3% | Reduced |
| Sculati Wealth Management, LLC | 16,809 | $2.29M | 0.91% | −197−1.2% | Reduced |
| Flputnam Investment Management Co | 119,123 | $2.28M | 0.04% | +100,070+525.2% | Added |
| WT Wealth Management | 16,685 | $2.27M | 0.72% | +3,175+23.5% | Added |
| Perpetual Ltd | 16,602 | $2.26M | 0.02% | +1,873+12.7% | Added |
| Hennessy Advisors Inc | 16,600 | $2.26M | 0.07% | −400−2.4% | Reduced |
| Beacon Investment Advisors LLC | 16,571 | $2.26M | 1.07% | +597+3.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 16,484 | $2.25M | 0.56% | +3,467+26.6% | Added |
| Kinneret Advisory, LLC | 16,475 | $2.25M | 0.21% | −216−1.3% | Reduced |
| Spinnaker Trust | 16,452 | $2.24M | 0.14% | −371−2.2% | Reduced |
| Tealwood Asset Management Inc | 16,427 | $2.24M | 0.98% | +16,427 | New |
| SWS Partners | 16,398 | $2.24M | 0.71% | −7,002−29.9% | Reduced |
| Clearstead Advisors, LLC | 16,377 | $2.23M | 0.03% | −823−4.8% | Reduced |
| Werlinich Asset Management, LLC | 16,350 | $2.23M | 1.29% | +190+1.2% | Added |
| Plimoth Trust Co LLC | 16,209 | $2.21M | 0.56% | −1,102−6.4% | Reduced |
| Greenline Partners, LLC | 16,180 | $2.21M | 0.32% | −153−0.9% | Reduced |
| Am Investment Strategies LLC | 16,064 | $2.19M | 0.53% | +248+1.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,918 | $2.17M | 0.04% | −883−5.3% | Reduced |
| Investmark Advisory Group LLC | 15,901 | $2.17M | 1.05% | +507+3.3% | Added |
| Auxier Asset Management | 15,859 | $2.16M | 0.32% | +377+2.4% | Added |
| Foundations Investment Advisors, LLC | 15,857 | $2.16M | 0.05% | +1,648+11.6% | Added |
| Rehmann Capital Advisory Group | 15,845 | $2.16M | 0.14% | +229+1.5% | Added |
| Groupama Asset Managment | 19,695 | $2.16M | 0.06% | +268+1.4% | Added |
| Johnson Investment Counsel Inc | 15,786 | $2.15M | 0.02% | −20,199−56.1% | Reduced |
| Palisade Asset Management, LLC | 15,743 | $2.15M | 0.21% | −104−0.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,740 | $2.15M | 0.09% | −97−0.6% | Reduced |
| IHT Wealth Management, LLC | 15,770 | $2.14M | 0.06% | +4,085+35.0% | Added |
| Parallel Advisors, LLC | 15,677 | $2.14M | 0.05% | −2,924−15.7% | Reduced |
| Headinvest, LLC | 15,615 | $2.13M | 0.39% | −1,103−6.6% | Reduced |
| Wedbush Securities Inc | 15,606 | $2.13M | 0.08% | −3,961−20.2% | Reduced |
| B&D White Capital Company, LLC | 15,600 | $2.13M | 0.37% | +7,100+83.5% | Added |
| Balyasny Asset Management LLC | 15,521 | $2.12M | 0.01% | +2,391+18.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,492 | $2.11M | 0.98% | +563+3.8% | Added |
| Twin Lakes Capital Management, LLC | 15,392 | $2.10M | 1.35% | +102+0.7% | Added |
| Wealthfront Advisers LLC | 15,385 | $2.10M | 0.01% | −2,091−12.0% | Reduced |
| Sage Mountain Advisors LLC | 15,384 | $2.10M | 0.18% | +2,579+20.1% | Added |
| Caldwell Trust Co | 15,380 | $2.10M | 0.22% | −757−4.7% | Reduced |
| North Star Asset Management Inc | 15,365 | $2.09M | 0.09% | −3,120−16.9% | Reduced |
| Paralel Advisors LLC | 15,358 | $2.09M | 0.09% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 15,301 | $2.09M | 0.12% | +15,301 | New |
| Orca Investment Management, LLC | 15,278 | $2.08M | 1.88% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 15,264 | $2.08M | 0.36% | +1,580+11.5% | Added |
| Trust Co of Toledo NA | 15,230 | $2.08M | 0.28% | +345+2.3% | Added |
| Harbour Investment Management LLC | 15,160 | $2.07M | 0.92% | +70+0.5% | Added |
| Tiaa Trust, National Association | 15,091 | $2.06M | 0.01% | −337−2.2% | Reduced |
| Erste Asset Management GmbH | 15,296 | $2.05M | 0.02% | −27,324−64.1% | Reduced |
| CAPROCK Group, Inc. | 15,033 | $2.05M | 0.07% | −44−0.3% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $2.05M | 0.18% | +5,000+50.0% | Added |
| Avidian Wealth Solutions, LLC | 14,971 | $2.04M | 0.09% | −7,810−34.3% | Reduced |
| V-Square Quantitative Management LLC | 14,968 | $2.04M | 0.30% | +1,842+14.0% | Added |
| Silvercrest Asset Management Group LLC | 14,879 | $2.03M | 0.01% | +69+0.5% | Added |
| Van Hulzen Asset Management, LLC | 14,874 | $2.03M | 0.15% | +5,529+59.2% | Added |
| Crestline Management, LP | 14,874 | $2.03M | 0.12% | +14,874 | New |
| Searle & Co. | 14,871 | $2.03M | 0.51% | −361−2.4% | Reduced |
| Addison Capital Co | 14,869 | $2.03M | 0.82% | −172−1.1% | Reduced |
| Park Avenue Securities LLC | 14,863 | $2.03M | 0.02% | −1,817−10.9% | Reduced |
| Charter Research & Investment Group, Inc. | 14,795 | $2.02M | 1.49% | +65+0.4% | Added |
| Vestcor Inc | 14,780 | $2.02M | 0.06% | −7,100−32.4% | Reduced |
| Carmel Capital Partners, LLC | 14,691 | $2.00M | 0.77% | +2,732+22.8% | Added |
| Citizens Financial Group Inc | 14,624 | $1.99M | 0.04% | +275+1.9% | Added |
| Diversify Wealth Management, LLC | 15,142 | $1.99M | 0.19% | +1,743+13.0% | Added |
| Richard Bernstein Advisors LLC | 14,593 | $1.99M | 0.04% | 00.0% | Unchanged |
| Towercrest Capital Management | 14,579 | $1.99M | 0.32% | 00.0% | Unchanged |
| Cooper Financial Group | 14,547 | $1.98M | 0.26% | −2,095−12.6% | Reduced |
| Change Path, LLC | 14,532 | $1.98M | 0.07% | +2,720+23.0% | Added |
| Beacon Financial Advisory LLC | 14,408 | $1.96M | 0.67% | +3,960+37.9% | Added |
| Advisory Services & Investments, LLC | 14,339 | $1.95M | 1.33% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 14,235 | $1.94M | 0.07% | −914−6.0% | Reduced |
| Cypress Capital, LLC | 14,220 | $1.94M | 0.50% | +1,208+9.3% | Added |
| Quantbot Technologies LP | 14,149 | $1.93M | 0.08% | −7,669−35.1% | Reduced |
| Montag A & Associates Inc | 14,117 | $1.92M | 0.09% | +2,390+20.4% | Added |
| Tradition Wealth Management, LLC | 14,050 | $1.92M | 0.17% | −38−0.3% | Reduced |
| Clean Yield Group | 14,004 | $1.91M | 0.61% | +4,250+43.6% | Added |
| Safe Harbor Fiduciary, LLC | 13,996 | $1.91M | 1.79% | +13,996 | New |
| Weaver C. Barksdale & Associates, Inc. | 13,993 | $1.91M | 1.72% | −537−3.7% | Reduced |
| Carson Advisory Inc. | 13,749 | $1.87M | 1.18% | +575+4.4% | Added |
| Corbyn Investment Management Inc | 13,738 | $1.87M | 0.72% | +40+0.3% | Added |
| Fort Washington Investment Advisors Inc | 13,736 | $1.87M | 0.01% | −3,666−21.1% | Reduced |
| Icon Wealth Advisors, LLC | 13,683 | $1.87M | 0.16% | +5,558+68.4% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $1.85M | 0.46% | 00.0% | Unchanged |