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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 6,951 | $876.5K | 0.09% | −138−1.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,956 | $877.2K | 0.17% | +2,006+40.5% | Added |
| Confluence Wealth Services, Inc. | 6,580 | $879.1K | 0.06% | −5,800−46.8% | Reduced |
| Noble Family Wealth, LLC | 7,030 | $881.0K | 0.24% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 7,000 | $882.7K | 0.18% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $882.7K | 0.14% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 7,005 | $883.0K | 0.36% | +855+13.9% | Added |
| Wealth Group, Ltd. | 7,006 | $884.0K | 0.57% | +21+0.3% | Added |
| King Luther Capital Management Corp | 7,045 | $888.4K | 0.00% | −238−3.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,050 | $889.0K | 0.64% | +690+10.8% | Added |
| Brown Capital Management LLC | 7,101 | $895.4K | 0.02% | +445+6.7% | Added |
| Harbour Trust & Investment Management Co | 7,102 | $895.6K | 0.10% | −295−4.0% | Reduced |
| Trust Investment Advisors | 7,119 | $897.7K | 0.57% | +877+14.0% | Added |
| Silvant Capital Management LLC | 7,129 | $899.0K | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,145 | $901.0K | 0.21% | +214+3.1% | Added |
| Clearbridge Investments, LLC | 7,152 | $901.8K | 0.00% | −808,035−99.1% | Reduced |
| Raleigh Capital Management Inc. | 7,157 | $902.5K | 0.35% | −57−0.8% | Reduced |
| Jump Financial, LLC | 7,174 | $904.6K | 0.02% | +3,124+77.1% | Added |
| Howard Capital Management Inc. | 7,182 | $905.7K | 0.01% | +852+13.5% | Added |
| Harrington Investments, INC | 7,193 | $907.0K | 0.50% | −85−1.2% | Reduced |
| Watts Gwilliam & Co., LLC | 7,269 | $908.5K | 0.19% | +72+1.0% | Added |
| Invesco, LLC | 7,208 | $908.9K | 0.36% | −61−0.8% | Reduced |
| Pallas Capital Advisors LLC | 7,221 | $910.6K | 0.04% | −456−5.9% | Reduced |
| Colonial Trust Co | 7,227 | $911.4K | 0.14% | +98+1.4% | Added |
| Tyche Wealth Partners LLC | 7,247 | $913.9K | 0.19% | +2,927+67.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,252 | $914.4K | 0.30% | +7,252 | New |
| Eaton Financial Holdings Company, LLC | 7,253 | $914.6K | 0.35% | −237−3.2% | Reduced |
| Richard W. Paul & Associates, LLC | 7,332 | $924.6K | 0.34% | +78+1.1% | Added |
| Ameritas Investment Partners, Inc. | 7,339 | $925.4K | 0.03% | −248−3.3% | Reduced |
| Bigelow Investment Advisors, LLC | 7,387 | $931.5K | 0.44% | −479−6.1% | Reduced |
| Investors Asset Management of Georgia Inc | 7,387 | $931.5K | 0.45% | +150+2.1% | Added |
| Pensionfund Sabic | 7,400 | $933.0K | 0.25% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 7,403 | $933.5K | 0.34% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,407 | $934.0K | 0.16% | −101−1.3% | Reduced |
| Diversify Advisory Services, LLC | 7,586 | $935.3K | 0.05% | −13,498−64.0% | Reduced |
| First Hawaiian Bank | 7,419 | $935.5K | 0.03% | +4,009+117.6% | Added |
| Trust Co of Virginia | 7,441 | $938.3K | 0.09% | +30+0.4% | Added |
| Nations Financial Group Inc, | 7,450 | $939.5K | 0.07% | −116−1.5% | Reduced |
| Old National Bancorp | 7,475 | $942.6K | 0.02% | +331+4.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,478 | $943.0K | 0.34% | −100−1.3% | Reduced |
| Crescent Grove Advisors, LLC | 7,487 | $944.1K | 0.09% | −181−2.4% | Reduced |
| Wolff Financial Management LLC | 7,532 | $950.0K | 0.26% | +6+0.1% | Added |
| Insigneo Advisory Services, LLC | 7,543 | $951.2K | 0.10% | −2,060−21.5% | Reduced |
| Wimmer Associates 1, LLC | 7,546 | $951.6K | 0.47% | +60+0.8% | Added |
| CRA Financial Services, LLC | 7,581 | $956.0K | 0.16% | −173−2.2% | Reduced |
| Convergence Investment Partners, LLC | 7,591 | $957.2K | 0.21% | +19+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 7,668 | $966.9K | 0.02% | −845−9.9% | Reduced |
| Midland Wealth Advisors LLC | 7,669 | $967.1K | 0.06% | −528−6.4% | Reduced |
| Erste Asset Management GmbH | 7,670 | $967.3K | 0.01% | −7,626−49.9% | Reduced |
| Norway Savings Bank | 7,692 | $970.0K | 0.54% | −80−1.0% | Reduced |
| TCM Advisors, LLC | – | $971.0K | 0.86% | – | – |
| Eldridge Investment Advisors, Inc. | 7,696 | $971.0K | 0.23% | +5+0.1% | Added |
| Strategic Blueprint, LLC | 7,704 | $971.4K | 0.06% | −1,023−11.7% | Reduced |
| Ted Buchan & Co | 7,707 | $971.9K | 0.46% | +7,707 | New |
| Clear Creek Financial Management, LLC | 7,720 | $973.5K | 0.11% | +4,672+153.3% | Added |
| 111 Capital | 7,734 | $975.3K | 0.20% | +7,734 | New |
| Capital Square, LLC | 7,352 | $978.1K | 0.56% | +2,210+43.0% | Added |
| Profund Advisors LLC | 7,759 | $978.4K | 0.04% | −1,625−17.3% | Reduced |
| First Citizens Bank & Trust Co | 7,776 | $980.6K | 0.02% | −286−3.5% | Reduced |
| TFG Advisers LLC | 7,800 | $983.6K | 0.35% | +375+5.1% | Added |
| Amplius Wealth Advisors, LLC | 7,816 | $985.6K | 0.10% | −30.0% | Reduced |
| Proequities, Inc. | 7,439 | $986.1K | 0.06% | +696+10.3% | Added |
| Numerai GP LLC | 7,833 | $987.7K | 0.27% | −34,038−81.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,836 | $988.1K | 0.09% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 7,858 | $990.9K | 0.86% | +7,858 | New |
| AMG National Trust Bank | 7,891 | $993.7K | 0.03% | +155+2.0% | Added |
| SOA Wealth Advisors, LLC. | 7,893 | $995.3K | 0.18% | +20.0% | Added |
| Guidance Capital, Inc | 7,484 | $995.7K | 0.30% | −4,518−37.6% | Reduced |
| Mork Capital Management, LLC | 7,900 | $996.2K | 0.66% | +7,900 | New |
| Opinicus Capital, Inc. | 7,912 | $997.7K | 0.84% | +610+8.4% | Added |
| IFP Advisors, Inc | 7,933 | $1.00M | 0.03% | +5,791+270.4% | Added |
| Octavia Wealth Advisors, LLC | 7,995 | $1.01M | 0.12% | +3,311+70.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.01M | 0.30% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 8,002 | $1.01M | 0.09% | −165−2.0% | Reduced |
| Access Financial Services, Inc. | 8,025 | $1.01M | 0.45% | −807−9.1% | Reduced |
| Intellectus Partners, LLC | 8,032 | $1.01M | 0.22% | −662−7.6% | Reduced |
| MSH Capital Advisors LLC | 8,125 | $1.02M | 0.32% | −42−0.5% | Reduced |
| City Holding Co | 8,161 | $1.03M | 0.15% | −1,620−16.6% | Reduced |
| Consolidated Portfolio Review Corp | 8,197 | $1.03M | 0.16% | +5,784+239.7% | Added |
| Sava Infond d.o.o. | 8,210 | $1.04M | 0.18% | +8,210 | New |
| Larson Financial Group LLC | 8,220 | $1.04M | 0.05% | +896+12.2% | Added |
| SageView Advisory Group, LLC | 8,240 | $1.04M | 0.04% | +66+0.8% | Added |
| Corundum Group, Inc. | 8,264 | $1.04M | 0.39% | +740+9.8% | Added |
| South State Corp. | 8,325 | $1.05M | 0.07% | −1,274−13.3% | Reduced |
| Advance Capital Management, Inc. | 8,329 | $1.05M | 0.05% | −399−4.6% | Reduced |
| Callan Family Office, LLC | 8,363 | $1.05M | 0.07% | +6,509+351.1% | Added |
| Aberdeen Wealth Management LLC | 8,377 | $1.06M | 0.72% | −697−7.7% | Reduced |
| Wetherby Asset Management Inc | 8,400 | $1.06M | 0.05% | −2,656−24.0% | Reduced |
| Strategic Advisors LLC | 8,424 | $1.06M | 0.19% | −679−7.5% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $1.07M | 0.27% | −543−6.0% | Reduced |
| Alpha Cubed Investments, LLC | 8,528 | $1.08M | 0.05% | −3,208−27.3% | Reduced |
| Zevin Asset Management LLC | 8,532 | $1.08M | 0.16% | −66,526−88.6% | Reduced |
| Jefferies Financial Group Inc. | 8,572 | $1.08M | 0.01% | −37,529−81.4% | Reduced |
| Blueshift Asset Management, LLC | 8,634 | $1.09M | 0.40% | +17+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 8,652 | $1.09M | 0.09% | +543+6.7% | Added |
| Delta Financial Group, Inc. | 8,709 | $1.10M | 0.26% | +8,709 | New |
| Applied Capital LLC | 8,734 | $1.10M | 0.87% | −70−0.8% | Reduced |
| Geneos Wealth Management Inc. | 8,757 | $1.10M | 0.04% | −304−3.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,806 | $1.11M | 0.90% | +625+7.6% | Added |
| Equitable Holdings, Inc. | 8,823 | $1.11M | 0.01% | −2,573−22.6% | Reduced |