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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City State Bank | 4,648 | $586.1K | 0.21% | +33+0.7% | Added |
| Wilson & Boucher Capital Management, LLC | 4,655 | $587.0K | 0.42% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,652 | $587.0K | 0.00% | −27,253−85.4% | Reduced |
| First Financial Bank - Trust Division | 4,670 | $588.9K | 0.05% | −85−1.8% | Reduced |
| Winthrop Advisory Group LLC | 4,676 | $589.7K | 0.07% | +35+0.8% | Added |
| Quadcap Wealth Management, LLC | 4,680 | $590.1K | 0.09% | −182−3.7% | Reduced |
| Chicago Capital, LLC | 4,691 | $591.5K | 0.02% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,693 | $591.8K | 0.26% | −20.0% | Reduced |
| Southeast Asset Advisors Inc. | 4,705 | $593.3K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,730 | $596.0K | 0.10% | +4,730 | New |
| Sound View Wealth Advisors Group, LLC | 4,735 | $597.0K | 0.05% | +1,349+39.8% | Added |
| Financial Advisory Corp | 4,757 | $600.0K | 0.22% | +2,195+85.7% | Added |
| Agate Pass Investment Management, LLC | 4,785 | $603.4K | 0.27% | +4,785 | New |
| Advisors Management Group Inc | 4,791 | $604.0K | 0.14% | −40−0.8% | Reduced |
| Solitude Financial Services | 4,800 | $605.3K | 0.26% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,800 | $605.3K | 0.15% | +4,800 | New |
| Brady Martz Wealth Solutions, LLC | 4,825 | $607.1K | 0.15% | +4,825 | New |
| Northstar Group, Inc. | 4,817 | $607.4K | 0.10% | +40+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 4,835 | $609.7K | 0.18% | +357+8.0% | Added |
| Byrne Asset Management LLC | 4,851 | $611.7K | 0.43% | −952−16.4% | Reduced |
| Elevated Capital Advisors, LLC | 4,855 | $612.2K | 0.17% | +417+9.4% | Added |
| Syntax Research, Inc. | 4,858 | $612.6K | 0.44% | +949+24.3% | Added |
| CBOE Vest Financial, LLC | 4,862 | $613.1K | 0.01% | +997+25.8% | Added |
| ZWJ Investment Counsel Inc | 4,869 | $614.0K | 0.03% | +193+4.1% | Added |
| Ingalls & Snyder LLC | 4,871 | $614.0K | 0.02% | −1,074−18.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,884 | $615.8K | 0.31% | −4−0.1% | Reduced |
| LS Investment Advisors, LLC | 4,885 | $616.0K | 0.09% | −3,855−44.1% | Reduced |
| Forge Financial Services LLC | 5,400 | $617.3K | 0.52% | +5,400 | New |
| Capital Asset Advisory Services LLC | 4,989 | $617.6K | 0.03% | +109+2.2% | Added |
| Darwin Advisors, LLC | 4,908 | $618.9K | 0.21% | −25−0.5% | Reduced |
| Virtue Capital Management, LLC | 4,911 | $619.3K | 0.12% | +581+13.4% | Added |
| VeraBank, N.A. | 4,913 | $619.5K | 0.17% | −49−1.0% | Reduced |
| Equitable Trust Co | 4,932 | $621.9K | 0.03% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,932 | $622.0K | 0.47% | −20−0.4% | Reduced |
| Diversify Wealth Management, LLC | 5,052 | $622.8K | 0.05% | −10,090−66.6% | Reduced |
| First Horizon Advisors, Inc. | 4,938 | $622.8K | 0.02% | −226−4.4% | Reduced |
| Focus Financial Network, Inc. | 4,731 | $623.3K | 0.02% | +192+4.2% | Added |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $626.0K | 0.31% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,600 | $626.8K | 0.01% | −31−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 4,975 | $627.3K | 0.12% | −119−2.3% | Reduced |
| Leo Wealth, LLC | 4,995 | $629.8K | 0.06% | +1,791+55.9% | Added |
| Kovack Advisors, Inc. | 4,997 | $630.1K | 0.06% | +628+14.4% | Added |
| B&D White Capital Company, LLC | 5,000 | $630.5K | 0.11% | −10,600−67.9% | Reduced |
| WSFS Capital Management, LLC | 5,010 | $631.8K | 0.03% | −1,750−25.9% | Reduced |
| Fortress Financial Group, LLC | 5,020 | $633.1K | 0.63% | +5,020 | New |
| Panagora Asset Management Inc | 5,021 | $633.1K | 0.00% | −401−7.4% | Reduced |
| Wealth Advisory Solutions, LLC | 5,024 | $633.5K | 0.18% | −435−8.0% | Reduced |
| Morningstar Investment Management LLC | 5,052 | $637.0K | 0.05% | +95+1.9% | Added |
| Discipline Wealth Solutions, LLC | 5,053 | $637.2K | 0.30% | +5,053 | New |
| World Equity Group, Inc. | 5,062 | $638.2K | 0.14% | +2,367+87.8% | Added |
| Cetera Trust Company, N.A | 5,079 | $640.5K | 0.42% | −65−1.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 5,080 | $640.6K | 0.37% | +10+0.2% | Added |
| Taylor Financial Group, Inc. | 5,086 | $641.3K | 0.44% | +63+1.3% | Added |
| Ar Asset Management Inc | 5,100 | $643.0K | 0.15% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,100 | $643.1K | 0.47% | +255+5.3% | Added |
| Legacy Capital Group California, Inc. | 5,104 | $643.6K | 0.20% | −34−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 5,106 | $643.9K | 0.06% | +2,714+113.5% | Added |
| Minot DeBlois Advisors LLC | 5,114 | $644.9K | 0.59% | +5,114 | New |
| Founders Financial Alliance, LLC | 5,129 | $646.7K | 0.18% | −121−2.3% | Reduced |
| Trust Point Inc. | 5,132 | $647.1K | 0.04% | +1,070+26.3% | Added |
| McAdam, LLC | 5,132 | $647.2K | 0.04% | +330+6.9% | Added |
| FORA Capital, LLC | 5,138 | $647.9K | 0.07% | −81,008−94.0% | Reduced |
| Kanawha Capital Management LLC | 5,160 | $650.7K | 0.05% | −54−1.0% | Reduced |
| Capital Analysts, LLC | 5,164 | $651.0K | 0.03% | +51+1.0% | Added |
| Choate Investment Advisors | 5,176 | $652.7K | 0.02% | +308+6.3% | Added |
| Stonebridge Financial Group, LLC | 5,186 | $654.0K | 0.07% | +5,186 | New |
| Hodges Capital Management Inc. | 5,188 | $654.0K | 0.04% | −28,717−84.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,192 | $654.7K | 0.12% | −150−2.8% | Reduced |
| Private Trust Co NA | 5,194 | $655.0K | 0.07% | −1,326−20.3% | Reduced |
| Absher Wealth Management, LLC | 5,196 | $655.2K | 0.09% | +553+11.9% | Added |
| Archford Capital Strategies, LLC | 5,204 | $656.2K | 0.10% | +3+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,204 | $656.2K | 0.07% | −6−0.1% | Reduced |
| Studio Investment Management LLC | 5,205 | $656.4K | 0.14% | −275−5.0% | Reduced |
| Centiva Capital, LP | 5,209 | $656.9K | 0.02% | +4,854+1,367.3% | Added |
| Boyd Watterson Asset Management LLC | 5,210 | $657.0K | 0.18% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 5,239 | $659.3K | 0.09% | +5,239 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $660.0K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,240 | $660.8K | 0.04% | −2,390−31.3% | Reduced |
| Westpac Banking Corp | 5,244 | $661.3K | 0.04% | −8,229−61.1% | Reduced |
| Hutner Capital Management Inc | 5,251 | $662.1K | 0.32% | −20−0.4% | Reduced |
| Leavell Investment Management, Inc. | 5,251 | $662.2K | 0.03% | −697−11.7% | Reduced |
| SC&H Financial Advisors, Inc. | 5,273 | $665.0K | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,281 | $666.0K | 0.04% | +248+4.9% | Added |
| Penserra Capital Management LLC | 5,294 | $666.0K | 0.01% | +1,801+51.6% | Added |
| Petrus Trust Company, LTA | 5,310 | $669.6K | 0.06% | +3,332+168.5% | Added |
| Gladstone Institutional Advisory LLC | 5,314 | $670.1K | 0.03% | +315+6.3% | Added |
| Syon Capital LLC | 5,316 | $670.4K | 0.06% | +831+18.5% | Added |
| TCG Advisory Services, LLC | 5,329 | $672.0K | 0.03% | +29+0.5% | Added |
| Community Trust & Investment Co | 5,345 | $674.0K | 0.04% | +62+1.2% | Added |
| American Trust Investment Advisors, LLC | 5,350 | $674.6K | 0.28% | +1,310+32.4% | Added |
| Buck Wealth Strategies, LLC | 5,352 | $674.8K | 0.14% | +2,378+80.0% | Added |
| Simplicity Wealth,LLC | 5,356 | $675.4K | 0.14% | −7,600−58.7% | Reduced |
| Phoenix Holdings Ltd. | 5,368 | $677.0K | 0.01% | −868−13.9% | Reduced |
| Lazard Asset Management LLC | 5,375 | $677.0K | 0.00% | +1,842+52.1% | Added |
| Mayflower Financial Advisors, LLC | 5,383 | $678.8K | 0.10% | +343+6.8% | Added |
| Eastern Bank | 5,383 | $678.8K | 0.01% | −5,061−48.5% | Reduced |
| Manske Wealth Management | 5,388 | $679.4K | 0.27% | +5,388 | New |
| SeaCrest Wealth Management, LLC | 5,393 | $680.1K | 0.07% | +150+2.9% | Added |
| Robertson Stephens Wealth Management, LLC | 5,409 | $682.1K | 0.02% | +478+9.7% | Added |
| Westover Capital Advisors, LLC | 5,416 | $683.0K | 0.15% | −1,748−24.4% | Reduced |