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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.

13F holders, Q4 2024

Institutional positions in United Parcel Service Inc as of Dec 31, 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
2,293
+164 vs. Q3 2024
Shares held
514.0M
−9.23M (−1.8%) vs. Q3 2024
Total value
$64.8B
−$4.54B (−6.5%) vs. Q3 2024
New holders
311
788 more added
Sold out
147
961 more reduced

40 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 2,293 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2024: $64.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$84.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2024.

Institutions holding UPS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Oliver Lagore Vanvalin Investment Group2$2010.00%00.0%Unchanged
Activest Wealth Management2$2520.00%+2New
High Note Wealth, LLC2$2520.00%+2New
Koesten, Hirschmann & Crabtree, INC.2$3080.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$3790.00%00.0%Unchanged
NVWM, LLC5$6310.00%−4−44.4%Reduced
Retirement Wealth Solutions LLC7$8630.00%+7New
CKW Financial Group5$1.00K0.00%−4,301−99.9%Reduced
Winthrop Capital Management, LLC4$1.00K0.00%+4New
Parkworth Wealth Management, Inc.8$1.01K0.00%+8New
Riggs Asset Managment Co. Inc.10$1.25K0.00%+10New
Dakota Community Bank & Trust NA10$1.26K0.01%−45−81.8%Reduced
Anfield Capital Management, LLC10$1.26K0.00%−25−71.4%Reduced
NBC Securities, Inc.10$1.28K0.12%−9,840−99.9%Reduced
State of Wyoming13$1.64K0.00%+2+18.2%Added
ROSS\JOHNSON & Associates LLC13$1.64K0.04%+13New
Orion Capital Management LLC14$1.76K0.00%+14New
FWL Investment Management, LLC15$1.89K0.00%−115−88.5%Reduced
Main Street Group, LTD16$2.02K0.00%−100−86.2%Reduced
Riverview Trust Co16$2.02K0.00%00.0%Unchanged
Global Wealth Strategies & Associates17$2.14K0.00%00.0%Unchanged
Hara Capital LLC18$2.27K0.00%00.0%Unchanged
Menard Financial Group LLC18$2.27K0.00%+18New
BOK Financial Private Wealth, Inc.19$2.40K0.00%−145−88.4%Reduced
Kozak & Associates, Inc.20$2.42K0.00%+9+81.8%Added
Financial Gravity Companies, Inc.20$2.52K0.00%−2−9.1%Reduced
Atwood & Palmer Inc20$2.52K0.00%00.0%Unchanged
PayPay Securities Corp20$2.52K0.11%+20New
Principia Wealth Advisory, LLC20$2.52K0.00%+20New
Investment Management Corp21$2.65K0.00%+21New
Bradley & Co. Private Wealth Management, LLC21$2.65K0.00%+21New
Synergy Investment Management, LLC22$2.77K0.00%+22New
New England Capital Financial Advisors LLC25$3.13K0.00%+1+4.2%Added
Talon Private Wealth, LLC25$3.15K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC25$3.15K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$3.15K0.00%00.0%Unchanged
Private Wealth Management Group, LLC25$3.15K0.00%+4+19.0%Added
MRP Capital Investments, LLC25$3.15K0.00%+25New
Atlantic Private Wealth, LLC25$3.21K0.00%00.0%Unchanged
Tortoise Investment Management, LLC26$3.28K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC26$3.28K0.00%+9+52.9%Added
Marquette Asset Management, LLC28$3.53K0.00%00.0%Unchanged
Howard Capital Management Group, LLC28$3.53K0.00%00.0%Unchanged
Conquis Financial LLC29$3.66K0.00%+29New
Birchbrook, Inc.30$3.78K0.00%00.0%Unchanged
Atlas Capital Advisors LLC31$3.91K0.00%00.0%Unchanged
Newton One Investments LLC31$3.95K0.00%+31New
Transamerica Financial Advisors, Inc.30$4.00K0.00%−16−34.8%Reduced
Financial Connections Group, Inc.31$4.00K0.00%00.0%Unchanged
Robinswood Financial LLC33$4.21K0.00%00.0%Unchanged
Lam Group, Inc.34$4.29K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC34$4.29K0.00%00.0%Unchanged
Capital A Wealth Management, LLC36$4.54K0.01%+36New
Synergy Financial Management, LLC35$4.77K0.00%+35New
Tributary Capital Management, LLC38$4.79K0.00%00.0%Unchanged
Compass Financial Services Inc38$4.85K0.00%+38New
Estabrook Capital Management40$5.04K0.00%00.0%Unchanged
Citizens National Bank Trust Department40$5.04K0.00%00.0%Unchanged
Louisbourg Investments Inc.40$5.04K0.00%00.0%Unchanged
Chilton Capital Management LLC41$5.17K0.00%−142−77.6%Reduced
Sanctuary Wealth Management, L.L.C.42$5.30K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$5.30K0.00%−404−90.6%Reduced
Signature Resources Capital Management, LLC45$5.67K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.47$5.91K0.01%+47New
Wingate Wealth Advisors, Inc.48$6.05K0.01%+48New
Aspect Partners, LLC49$6.18K0.00%+3+6.5%Added
Ritter Daniher Financial Advisory LLC50$6.30K0.00%−50−50.0%Reduced
Carolina Wealth Advisors, LLC50$6.30K0.00%00.0%Unchanged
Nordwand Advisors, LLC50$6.30K0.00%00.0%Unchanged
CGC Financial Services, LLC50$6.30K0.00%00.0%Unchanged
Centennial Bank50$6.30K0.00%00.0%Unchanged
Pineridge Advisors LLC51$6.38K0.00%+1+2.0%Added
Creative Capital Management Investments LLC52$6.56K0.00%+50+2,500.0%Added
True Wealth Design, LLC54$6.75K0.00%−160−74.8%Reduced
1620 Investment Advisors, Inc.56$7.06K0.01%+22+64.7%Added
POM Investment Strategies, LLC59$7.44K0.01%+59New
Fairway Wealth LLC59$7.44K0.00%+59New
Iron Horse Wealth Management, LLC60$7.57K0.00%+9+17.6%Added
Lowe Wealth Advisors, LLC66$8.32K0.00%+41+164.0%Added
FSC Wealth Advisors, LLC67$8.42K0.01%−4−5.6%Reduced
Union Bancaire Privee, UBP SA68$8.52K0.00%+68New
Cedar Mountain Advisors, LLC69$8.66K0.00%+1+1.5%Added
ZRC Wealth Management, LLC70$8.83K0.00%+70New
Evolution Advisers, Inc.79$9.00K0.00%00.0%Unchanged
Eukles Asset Management73$9.21K0.00%00.0%Unchanged
Costello Asset Management, INC75$9.46K0.01%00.0%Unchanged
HighMark Wealth Management LLC76$9.62K0.01%+22+40.7%Added
Moser Wealth Advisors, LLC79$9.96K0.01%00.0%Unchanged
Highline Wealth Partners LLC79$10.0K0.00%−6−7.1%Reduced
Rialto Wealth Management, LLC80$10.1K0.00%+80New
Gould Capital, LLC83$10.5K0.01%−149−64.2%Reduced
Legend Financial Advisors, Inc.83$10.5K0.01%+83New
YANKCOM Partnership83$10.5K0.01%+83New
Holos Integrated Wealth LLC85$10.7K0.01%+85New
Crewe Advisors LLC86$10.8K0.00%−123−58.9%Reduced
Gables Capital Management Inc.86$10.8K0.01%00.0%Unchanged
Olistico Wealth, LLC86$10.8K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.87$11.0K0.01%+87New
Bell Investment Advisors, Inc89$11.2K0.00%−22−19.8%Reduced
Ruedi Wealth Management, Inc.90$11.3K0.00%00.0%Unchanged