Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding United Parcel Service Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UPS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2,169402,293+164
Shares527.6M4.38M514.0M−9.23M (−1.8%)
Value$69.9B$596.5M$64.8B−$4.54B (−6.5%)

40 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (311)

Institutions that held United Parcel Service Inc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 311 by value.

Institutions new to UPS in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc3,121,967$393.7M0.15%
Universal- Beteiligungs- und Servicegesellschaft mbH617,990$77.9M0.15%
Point72 Asset Management, L.P.599,759$75.6M0.21%
Annie E. Casey Foundation, Inc.421,036$53.1M77.79%
J. Goldman & Co LP297,480$37.5M1.33%
Lansforsakringar Fondforvaltning AB (publ)246,649$31.1M0.17%
KLP Kapitalforvaltning AS242,893$30.6M0.15%
HRT Financial LP219,051$27.6M0.14%
Holocene Advisors, LP210,000$26.5M0.09%
Trexquant Investment LP162,502$20.5M0.24%
ADAPT Investment Managers SA145,899$18.4M8.53%
Boussard & Gavaudan Investment Management LLP145,000$18.2M1.52%
Hudson Bay Capital Management LP142,101$17.9M0.11%
Worldquant Millennium Advisors LLC131,427$16.6M0.11%
Connor, Clark & Lunn Investment Management Ltd.125,260$15.8M0.07%
Vivaldi Capital Management, LLC103,541$14.1M2.16%
Measured Wealth Private Client Group, LLC111,552$14.1M4.55%
Police & Firemen's Retirement System of New Jersey106,281$13.4M0.13%
Aware Super Pty Ltd as trustee of Aware Super106,131$13.4M0.21%
Stockman Wealth Management, Inc.86,673$10.9M1.71%
Avanza Fonder AB79,297$10.0M0.30%
BLI - Banque de Luxembourg Investments78,780$9.87M0.27%
Centre Asset Management, LLC75,571$9.53M2.18%
Eisler Capital Management Ltd.76,540$9.48M0.32%
Madison Investment Advisors, LLC72,280$9.11M0.10%
Clark & Stuart, Inc58,915$7.43M5.44%
Twin Tree Management, LP57,723$7.28M0.18%
Virtu Financial LLC51,021$6.43M0.34%
Intellus Advisors LLC48,712$6.14M1.06%
Generali Asset Management SPA SGR48,612$6.13M0.16%
IMC-Chicago, LLC44,483$5.61M0.15%
CCM Investment Group, LLC41,821$5.24M0.57%
Weiss Asset Management LP40,000$5.04M0.12%
InvesTrust38,565$4.86M1.35%
Cary Street Partners Financial LLC35,133$4.43M0.14%
Fisher Funds Management LTD34,731$4.37M0.11%
Advent Capital Management33,000$4.16M0.10%
Hourglass Capital, LLC30,565$3.85M1.06%
Winton Group Ltd30,171$3.80M0.25%
Monte Financial Group, LLC28,802$3.63M1.55%
Farmers National Bank28,236$3.56M1.04%
Hunter Perkins Capital Management, LLC27,485$3.47M0.73%
Kera Capital Partners, Inc.25,563$3.22M0.93%
Natural Investments, LLC25,395$3.20M0.89%
Sciencast Management LP24,176$3.05M0.83%
Parallax Volatility Advisers, L.P.23,118$2.92M0.06%
Woodline Partners LP21,955$2.77M0.02%
Catherine Avery Investment Management LLC21,951$2.77M2.44%
Wealthedge Investment Advisors, LLC21,949$2.77M1.25%
Allstate Corp21,701$2.74M0.08%
Heritage Trust Co21,421$2.70M0.32%
Sagespring Wealth Partners, LLC21,124$2.66M0.07%
Leelyn Smith, LLC21,065$2.66M0.47%
Groupe la Francaise18,978$2.46M0.06%
Measured Risk Portfolios, Inc.17,713$2.23M2.48%
Miller Financial Services LLC17,346$2.19M1.85%
Cubist Systematic Strategies, LLC16,662$2.10M0.03%
Econ Financial Services Corp16,528$2.08M1.20%
Aurdan Capital Management, LLC16,487$2.08M0.80%
Sovereign's Capital Management, LLC15,800$1.99M1.27%
Boston Private Wealth LLC15,465$1.95M0.04%
Point72 Asia (Singapore) Pte. Ltd.15,385$1.94M0.51%
Morton Community Bank15,029$1.90M0.50%
Credit Industriel Et Commercial15,006$1.89M0.50%
Canada Post Corp Registered Pension Plan14,818$1.87M0.11%
Agp Franklin, LLC14,268$1.80M1.09%
Cherokee Insurance Co13,250$1.67M0.76%
Crowley Wealth Management, Inc.13,117$1.65M1.46%
NFJ Investment Group, LLC12,951$1.63M0.05%
Voleon Capital Management LP12,608$1.59M0.12%
Nixon Capital, LLC11,896$1.58M0.49%
Y-Intercept (Hong Kong) Ltd12,483$1.57M0.10%
CFC Planning Co LLC12,474$1.57M1.68%
Level Financial Advisors, Inc.12,382$1.56M0.57%
Flavin Financial Services, Inc.11,774$1.48M1.41%
CMT Capital Markets Trading GmbH11,723$1.48M0.88%
Generali Investments CEE, investicni spolecnost, a.s.11,600$1.46M0.15%
Impact Capital Partners LLC11,417$1.44M0.51%
Teza Capital Management LLC11,361$1.43M0.22%
Empire Financial Management Company, LLC11,305$1.43M0.44%
MUFG Securities Americas Inc.10,796$1.36M0.17%
Texas Bank & Trust Co10,781$1.36M0.56%
Point72 (DIFC) Ltd10,724$1.35M0.12%
Anb Bank10,540$1.33M0.58%
Kondo Wealth Advisors, Inc.9,939$1.31M0.67%
Daner Wealth Management, LLC11,369$1.31M0.96%
HF Advisory Group, LLC10,350$1.31M0.60%
Lombard Odier Asset Management (Switzerland) SA10,177$1.28M0.10%
Altman Advisors, Inc.10,071$1.27M0.54%
Copia Wealth Management9,846$1.24M1.18%
Strategic Equity Management9,688$1.22M0.51%
Curbstone Financial Management Corp9,672$1.22M0.26%
Potomac Fund Management Inc9,471$1.19M0.07%
Readystate Asset Management LP9,273$1.17M0.05%
Integrity Alliance, LLC.9,062$1.14M0.12%
Delta Financial Group, Inc.8,709$1.10M0.26%
Sava Infond d.o.o.8,210$1.04M0.18%
Mork Capital Management, LLC7,900$996.2K0.66%
Purkiss Capital Advisors LLC7,858$990.9K0.86%
111 Capital7,734$975.3K0.20%

Sold out (147)

Institutions that held United Parcel Service Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 147 by value.

Institutions that sold out of UPS in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Twinbeech Capital LP382,504$52.2M
Scopus Asset Management, L.P.375,000$51.1M
Kettle Hill Capital Management, LLC222,030$30.3M
DDD Partners, LLC108,947$14.9M
ING Groep NV97,976$13.4M
Congress Asset Management Co69,047$9.41M
Hendley & Co Inc47,004$6.41M
tru Independence LLC31,035$4.23M
Investment Management Corp of Ontario24,176$3.30M
Meritage Portfolio Management23,119$3.15M
Dynamic Advisor Solutions LLC22,522$3.07M
Deane Retirement Strategies, Inc.21,870$2.98M
Veriti Management LLC20,459$2.79M
Quadrature Capital Ltd19,137$2.61M
Investmark Advisory Group LLC15,901$2.17M
Atom Investors LP13,522$1.84M
BDF-Gestion21,254$1.82M
Petredis Investment Advisors LLC13,356$1.82M
Banque Pictet & Cie SA11,548$1.57M
Cim, LLC11,103$1.51M
Quantitative Investment Management, LLC10,441$1.42M
Caas Capital Management LP9,600$1.31M
Moore Capital Management, LP9,578$1.31M
New Century Financial Group, LLC9,290$1.27M
BlueChip Wealth Advisors LLC9,250$1.26M
Tudor Investment Corp Et Al9,213$1.26M
AlphaStar Capital Management, LLC8,547$1.17M
Pacific Global Investment Management CO8,398$1.14M
SPC Financial, Inc.8,234$1.12M
nVerses Capital, LLC7,300$995.3K
Alpha DNA Investment Management LLC7,286$993.3K
Machina Capital S.A.S.7,179$978.8K
Natixis6,695$912.8K
Affinity Wealth Management LLC6,046$824.3K
Calton & Associates, Inc.6,042$823.8K
Summit Trail Advisors, LLC5,924$807.7K
Concord Asset Management, LLC5,833$795.2K
CPR Investments Inc.5,000$681.7K
Bank of Hawaii4,992$680.6K
S. R. Schill & Associates4,441$605.5K
Accuvest Global Advisors3,068$599.4K
Asahi Life Asset Management Co., Ltd.3,980$542.6K
River Street Advisors LLC3,737$509.5K
Phillips Wealth Planners LLC3,584$486.8K
Founders Financial Securities LLC3,180$433.6K
Cutler Investment Counsel LLC3,168$431.9K
Encompass Wealth Advisors, LLC3,134$427.3K
Schrum Private Wealth Management LLC2,924$398.7K
Yeomans Consulting Group, Inc.2,801$381.9K
Wharton Business Group, LLC2,695$367.0K
Perennial Investment Advisors, LLC2,674$364.6K
Abel Hall, LLC2,635$359.3K
Balentine LLC2,472$337.0K
Clifford Group, LLC2,463$335.8K
Signal Advisors Wealth, LLC2,440$332.7K
Clear Street Markets LLC2,400$327.0K
Drive Wealth Management, LLC2,360$321.7K
Baker Tilly Wealth Management, LLC2,321$316.4K
MBB Public Markets I LLC2,160$294.5K
Buffington Mohr McNeal2,128$290.1K
Red Door Wealth Management, LLC2,035$277.5K
Montecito Bank & Trust2,033$277.2K
STAR Financial Bank1,949$265.7K
Gratus Wealth Advisors, LLC1,977$259.4K
Vanguard Capital Wealth Advisors1,900$259.0K
Sapient Capital LLC1,891$257.9K
Enclave Advisors LLC1,879$256.2K
Oxford Financial Group Ltd1,873$255.4K
Stillwater Capital Advisors, LLC1,857$253.1K
Centurion Wealth Management LLC1,833$249.9K
Woodward Diversified Capital, LLC1,819$247.9K
Hamilton Capital, LLC1,687$226.2K
Accel Wealth Management1,656$225.8K
Consolidated Planning Corp1,651$225.1K
Paradigm Capital Management, LLC1,640$224.0K
Signature Estate & Investment Advisors LLC1,638$223.4K
Fulcrum Equity Management1,637$223.2K
Prosperity Consulting Group, LLC1,636$223.0K
IVC Wealth Advisors LLC1,629$222.1K
Heritage Oak Wealth Advisors LLC1,624$221.4K
Peak Planning Group, LLC1,618$220.5K
Cozad Asset Management Inc1,612$219.8K
Bank of Nova Scotia Trust Co1,600$218.1K
Staley Capital Advisers Inc1,581$215.6K
Barlow Wealth Partners, Inc.1,638$214.9K
First Financial Bankshares Inc1,573$214.5K
Chesapeake Wealth Management1,560$212.7K
Parametrica Management Ltd1,542$210.2K
Silvia McColl Wealth Management, LLC1,536$209.4K
Heartland Bank & Trust Co1,533$209.0K
KPP Advisory Services LLC1,530$208.6K
Diversified Enterprises, LLC1,530$208.6K
Grant/GrossMendelsohn, LLC1,528$208.3K
Boltwood Capital Management1,525$207.9K
JGP Wealth Management, LLC1,510$205.9K
Gillespie Robinson & Grimm Inc1,504$205.1K
Rbo & Co LLC1,500$204.5K
Cahaba Wealth Management, Inc.1,494$203.7K
Key Client Fiduciary Advisors, LLC1,493$203.5K
West Bancorporation Inc1,490$203.1K

Not filed for Q4 2024 yet (40)

Institutions that held United Parcel Service Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates2,498,982$340.7M
Raymond James Financial Services Advisors, Inc.741,137$101.0M
SpiderRock Advisors, LLC180,311$24.6M
Raymond James Trust N.A.176,648$24.1M
Eagle Asset Management Inc130,482$17.3M
Prio Wealth Limited Partnership112,812$15.4M
Biechele Royce Advisors109,205$14.9M
B. Metzler seel. Sohn & Co. Holding AG64,041$8.73M
9258 Wealth Management, LLC61,330$8.36M
Eisler Capital (UK) Ltd.46,261$6.31M
Banque Cantonale Vaudoise36,164$4.93M
Northwest Investment Counselors, LLC27,116$3.70M
Kingfisher Capital LLC24,244$3.31M
Argent Financial Group, Inc.22,735$3.10M
PEAK6 Investments LLC19,294$2.63M
Cary Street Partners Asset Management LLC18,883$2.57M
GYL Financial Synergies, LLC17,724$2.42M
First Trust Investment Solutions L.P.17,669$2.41M
Gunn & Co Investment Management, Inc.17,350$2.37M
Advisory Services & Investments, LLC14,339$1.95M
Cedrus LLC7,885$1.08M
Family Asset Management, LLC6,379$869.7K
Axiom Advisory, LLC5,589$733.3K
Guardian Capital Advisors LP3,080$410.5K
Hyperion Partners, LLC2,668$363.8K
Sweeney & Michel, LLC2,668$362.6K
Carmichael Hill & Associates, Inc.2,405$327.9K
Etfidea, LLC2,326$317.2K
Zega Financial, LLC1,922$262.0K
Platte River Wealth Advisors, LLC1,685$229.7K
FinTrust Capital Advisors, LLC1,577$215.0K
TNF LLC1,550$214.4K
Diversified, LLC1,530$208.6K
M&R Capital Management Inc619$84.3K
First Personal Financial Services380$51.8K
WFA of San Diego, LLC155$21.1K
Planning Capital Management Corp117$16.0K
Abich Financial Wealth Management LLC19$2.59K
Peterson Financial Group, Inc.8$1.14K
ClariVest Asset Management LLC4$543