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 |
|---|---|---|---|---|---|
| 1st Source Bank | 5,431 | $684.8K | 0.04% | +44+0.8% | Added |
| Checchi Capital Advisers, LLC | 5,455 | $687.9K | 0.05% | +166+3.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 5,470 | $689.8K | 0.21% | +1,805+49.2% | Added |
| Wellington Shields & Co., LLC | 5,485 | $691.7K | 0.21% | +1,000+22.3% | Added |
| Greenwood Capital Associates LLC | 5,500 | $693.6K | 0.09% | +5,500 | New |
| SevenBridge Financial Group, LLC | 6,062 | $694.2K | 0.13% | −229−3.6% | Reduced |
| Biltmore Wealth Management, LLC | 5,507 | $694.4K | 0.29% | +44+0.8% | Added |
| Cypress Capital Advisors, LLC | 5,510 | $694.8K | 0.54% | +5,510 | New |
| Joel Isaacson & Co., LLC | 5,578 | $703.4K | 0.03% | +286+5.4% | Added |
| RPS Advisory Solutions LLC | 5,583 | $704.1K | 0.44% | +406+7.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,584 | $704.1K | 0.09% | +11+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 5,586 | $704.4K | 0.05% | −3,323−37.3% | Reduced |
| Schechter Investment Advisors, LLC | 5,593 | $705.3K | 0.05% | −412−6.9% | Reduced |
| Bangor Savings Bank | 5,627 | $709.6K | 0.07% | +268+5.0% | Added |
| Waldron Private Wealth LLC | 5,649 | $712.5K | 0.03% | +2,403+74.0% | Added |
| Meiji Yasuda Life Insurance Co | 5,654 | $713.0K | 0.01% | −350−5.8% | Reduced |
| TrinityPoint Wealth, LLC | 5,687 | $717.2K | 0.10% | +376+7.1% | Added |
| IFG Advisory, LLC | 5,694 | $718.0K | 0.04% | +5,694 | New |
| Parsons Capital Management Inc | 5,702 | $719.0K | 0.04% | −1,427−20.0% | Reduced |
| Acropolis Investment Management, LLC | 5,709 | $719.9K | 0.04% | +318+5.9% | Added |
| PUREfi Wealth, LLC | 5,845 | $737.0K | 0.72% | +5,845 | New |
| Palisade Capital Management LLC | 5,880 | $741.5K | 0.02% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 5,900 | $744.0K | 0.16% | −829−12.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 5,921 | $746.0K | 0.29% | +5,921 | New |
| Norden Group LLC | 5,927 | $747.5K | 0.08% | +178+3.1% | Added |
| Mendel Money Management | 5,950 | $750.3K | 0.33% | −11−0.2% | Reduced |
| Lakewood Asset Management LLC | 5,975 | $753.5K | 0.52% | −244−3.9% | Reduced |
| Smartleaf Asset Management LLC | 6,015 | $753.9K | 0.08% | +1,441+31.5% | Added |
| Boston Financial Mangement LLC | 5,978 | $753.9K | 0.02% | +152+2.6% | Added |
| AssuredPartners Investment Advisors, LLC | 5,982 | $754.3K | 0.15% | +5,982 | New |
| Intrust Bank NA | 6,012 | $758.1K | 0.08% | −144−2.3% | Reduced |
| Wealth Management Partners, LLC | 6,018 | $758.8K | 0.33% | −3,461−36.5% | Reduced |
| Strategic Investment Solutions, Inc. | 4,837 | $760.6K | 0.25% | +889+22.5% | Added |
| Tradewinds Capital Management, LLC | 6,044 | $762.2K | 0.20% | +8+0.1% | Added |
| Csenge Advisory Group | 6,049 | $762.8K | 0.04% | −821−12.0% | Reduced |
| Howland Capital Management LLC | 6,053 | $763.3K | 0.03% | −13−0.2% | Reduced |
| Weaver Capital Management LLC | 6,071 | $765.6K | 0.22% | +1,261+26.2% | Added |
| Astoria Portfolio Advisors LLC. | 6,130 | $771.4K | 0.28% | −129−2.1% | Reduced |
| Cidel Asset Management Inc | 6,121 | $771.9K | 0.05% | +746+13.9% | Added |
| Rothschild Investment LLC | 6,141 | $774.4K | 0.05% | +71+1.2% | Added |
| Essex Savings Bank | 6,149 | $775.4K | 0.19% | −204−3.2% | Reduced |
| Washington Trust Co | 6,176 | $778.7K | 0.03% | −581−8.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 6,180 | $779.3K | 0.77% | +6,180 | New |
| Berkshire Asset Management LLC | 5,887 | $783.1K | 0.04% | −59−1.0% | Reduced |
| LaFleur & Godfrey LLC | 6,225 | $784.9K | 0.11% | +2,401+62.8% | Added |
| Sax Wealth Advisors, LLC | 6,229 | $785.5K | 0.06% | +1,476+31.1% | Added |
| Emerald Advisors, LLC | 6,230 | $785.6K | 0.11% | +467+8.1% | Added |
| Richwood Investment Advisors, LLC | 6,232 | $785.8K | 0.66% | −124−2.0% | Reduced |
| Optimist Retirement Group LLC | 6,252 | $788.4K | 0.37% | +3,173+103.1% | Added |
| Moloney Securities Asset Management, LLC | 6,264 | $789.9K | 0.11% | −1,014−13.9% | Reduced |
| Rockport Wealth LLC | 6,297 | $794.0K | 0.35% | +6,297 | New |
| EntryPoint Capital, LLC | 6,297 | $794.1K | 0.33% | +6,297 | New |
| DeDora Capital, Inc. | 6,302 | $794.7K | 0.22% | +249+4.1% | Added |
| San Luis Wealth Advisors LLC | 6,312 | $796.0K | 0.15% | +1,354+27.3% | Added |
| Chapman Financial Group, LLC | 6,313 | $796.1K | 0.64% | +6,313 | New |
| Eagle Bluffs Wealth Management LLC | 6,315 | $796.3K | 0.43% | +1,060+20.2% | Added |
| Alan B. Lancz & Associates, Inc. | 6,370 | $803.3K | 0.82% | −400−5.9% | Reduced |
| Fundamentun, LLC | 6,390 | $805.9K | 0.05% | −676−9.6% | Reduced |
| Marino, Stram & Associates LLC | 6,397 | $806.6K | 0.18% | −303−4.5% | Reduced |
| Carlson Capital L P | 6,400 | $807.0K | 0.48% | +6,400 | New |
| Groupama Asset Managment | 6,455 | $808.9K | 0.02% | −13,240−67.2% | Reduced |
| Paradigm Financial Partners, LLC | 6,430 | $810.8K | 0.10% | +177+2.8% | Added |
| Lincoln Capital LLC | 6,450 | $813.4K | 0.17% | −400−5.8% | Reduced |
| Roberts Glore & Co Inc | 6,463 | $815.0K | 0.24% | +375+6.2% | Added |
| GAMMA Investing LLC | 6,494 | $818.9K | 0.07% | +814+14.3% | Added |
| Aviance Capital Partners, LLC | 6,505 | $820.3K | 0.11% | −115−1.7% | Reduced |
| Court Place Advisors, LLC | 6,507 | $820.5K | 0.27% | −2,388−26.8% | Reduced |
| BankPlus Trust Department | 6,540 | $824.7K | 0.27% | +6,540 | New |
| Eqis Capital Management, Inc. | 6,568 | $828.2K | 0.07% | +2,874+77.8% | Added |
| LM Advisors LLC | 6,580 | $830.0K | 0.15% | +6,580 | New |
| Principle Wealth Partners LLC | 6,595 | $831.6K | 0.06% | +125+1.9% | Added |
| Blue Chip Partners, Inc. | 6,602 | $832.5K | 0.07% | −1,399−17.5% | Reduced |
| Kings Path Partners LLC | 6,605 | $832.9K | 0.36% | 00.0% | Unchanged |
| Stableford Capital II LLC | 6,613 | $833.9K | 0.33% | −137−2.0% | Reduced |
| Capital Advisors Inc | 6,614 | $834.0K | 0.02% | −2,592−28.2% | Reduced |
| Precedent Wealth Partners, LLC | 6,625 | $835.4K | 0.27% | −301−4.3% | Reduced |
| Symphony Financial, Ltd. Co. | 6,308 | $837.2K | 0.13% | +1,790+39.6% | Added |
| Gleason Group, Inc. | 6,660 | $839.8K | 0.15% | +84+1.3% | Added |
| Wolverine Asset Management LLC | 6,661 | $840.0K | 0.02% | +6,661 | New |
| iA Global Asset Management Inc. | 6,703 | $845.0K | 0.01% | +1,759+35.6% | Added |
| Brandes Investment Partners, LP | 6,705 | $845.5K | 0.01% | +6,705 | New |
| Access Investment Management LLC | 6,710 | $846.1K | 0.25% | −585−8.0% | Reduced |
| Dark Forest Capital Management LP | 6,714 | $846.6K | 0.12% | −667−9.0% | Reduced |
| Diligent Investors, LLC | 6,722 | $847.6K | 0.19% | +111+1.7% | Added |
| Formidable Asset Management, LLC | 6,723 | $847.8K | 0.14% | −413−5.8% | Reduced |
| Zuckerman Investment Group, LLC | 7,638 | $850.0K | 0.08% | +7,638 | New |
| AIMZ Investment Advisors, LLC | 6,750 | $851.2K | 0.30% | 00.0% | Unchanged |
| First Bank & Trust | 6,751 | $851.3K | 0.16% | +236+3.6% | Added |
| Wealth Alliance | 6,801 | $857.6K | 0.10% | −618−8.3% | Reduced |
| BCJ Capital Management, LLC | 6,804 | $858.0K | 0.06% | +2,050+43.1% | Added |
| Essex Financial Services, Inc. | 6,807 | $858.4K | 0.06% | −1,344−16.5% | Reduced |
| Spears Abacus Advisors LLC | 6,831 | $861.4K | 0.02% | +51+0.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,832 | $861.5K | 0.47% | +6,832 | New |
| R.H. Dinel Investment Counsel, Inc. | 6,850 | $863.8K | 0.58% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,862 | $865.3K | 0.09% | −1,405−17.0% | Reduced |
| Alpha Omega Wealth Management LLC | 6,865 | $865.7K | 0.16% | −98−1.4% | Reduced |
| Fiduciary Trust Co | 6,876 | $867.1K | 0.01% | −612−8.2% | Reduced |
| Fortis Advisors, LLC | 6,880 | $867.6K | 0.57% | +11+0.2% | Added |
| BKD Wealth Advisors, LLC | 6,917 | $872.3K | 0.02% | −167−2.4% | Reduced |
| United Community Bank | 6,929 | $873.7K | 0.34% | +30+0.4% | Added |