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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 8,830 | $1.11M | 0.02% | +4,595+108.5% | Added |
| Heritage Wealth Management, Inc. | 8,916 | $1.12M | 0.37% | −491−5.2% | Reduced |
| Voya Financial Advisors, Inc. | 9,021 | $1.13M | 0.12% | +17+0.2% | Added |
| Integrity Alliance, LLC. | 9,062 | $1.14M | 0.12% | +9,062 | New |
| Central Trust Co | 9,099 | $1.15M | 0.03% | −426−4.5% | Reduced |
| Mitchell Sinkler & Starr | 9,137 | $1.15M | 0.31% | −878−8.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 9,148 | $1.15M | 0.72% | −600−6.2% | Reduced |
| Castlekeep Investment Advisors LLC | 9,172 | $1.16M | 0.81% | −140−1.5% | Reduced |
| Western Wealth Management, LLC | 9,172 | $1.16M | 0.06% | +379+4.3% | Added |
| Cullen Investment Group, Ltd. | 9,222 | $1.16M | 0.17% | −769−7.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,230 | $1.16M | 0.50% | −300−3.1% | Reduced |
| PFC Capital Group, Inc. | 9,270 | $1.17M | 0.56% | −750−7.5% | Reduced |
| Readystate Asset Management LP | 9,273 | $1.17M | 0.05% | +9,273 | New |
| Twin City Private Wealth, LLC | 9,305 | $1.17M | 1.04% | −1,251−11.9% | Reduced |
| Rodgers Brothers Inc. | 9,355 | $1.18M | 0.15% | +40.0% | Added |
| Diversified Trust Co | 9,361 | $1.18M | 0.03% | −2,034−17.8% | Reduced |
| Belpointe Asset Management LLC | 9,210 | $1.18M | 0.07% | +1,673+22.2% | Added |
| Potomac Fund Management Inc | 9,471 | $1.19M | 0.07% | +9,471 | New |
| ForthRight Wealth Management, LLC | 9,477 | $1.20M | 0.40% | +8+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,494 | $1.20M | 0.50% | +4,762+100.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,522 | $1.20M | 0.01% | −139−1.4% | Reduced |
| Kestra Investment Management, LLC | 9,560 | $1.21M | 0.05% | +2,534+36.1% | Added |
| Catalytic Wealth RIA, LLC | 9,584 | $1.21M | 0.21% | −339−3.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,617 | $1.21M | 0.08% | −10,185−51.4% | Reduced |
| Forte Capital LLC | 9,624 | $1.21M | 0.14% | −2,296−19.3% | Reduced |
| Meridian Wealth Management, LLC | 9,629 | $1.21M | 0.06% | −24−0.2% | Reduced |
| Financial Advocates Investment Management | 9,631 | $1.21M | 0.07% | +1,389+16.9% | Added |
| Matrix Trust Co | 9,633 | $1.22M | 0.21% | −106−1.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,864 | $1.22M | 0.45% | −698−6.0% | Reduced |
| Goldstone Financial Group, LLC | 9,653 | $1.22M | 0.19% | +25+0.3% | Added |
| Curbstone Financial Management Corp | 9,672 | $1.22M | 0.26% | +9,672 | New |
| Moneywise, Inc. | 9,688 | $1.22M | 0.61% | 00.0% | Unchanged |
| Strategic Equity Management | 9,688 | $1.22M | 0.51% | +9,688 | New |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.23M | 0.79% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 9,790 | $1.23M | 0.16% | +3,520+56.1% | Added |
| Hunter Associates Investment Management LLC | 9,785 | $1.24M | 0.19% | −2,283−18.9% | Reduced |
| Copia Wealth Management | 9,846 | $1.24M | 1.18% | +9,846 | New |
| Cora Capital Advisors LLC | 9,955 | $1.26M | 0.61% | −16−0.2% | Reduced |
| CoreCap Advisors, LLC | 9,986 | $1.26M | 0.06% | +5,179+107.7% | Added |
| Cornerstone Wealth Management, LLC | 10,016 | $1.26M | 0.09% | +852+9.3% | Added |
| Meeder Advisory Services, Inc. | 10,020 | $1.26M | 0.08% | −138−1.4% | Reduced |
| Farther Finance Advisors, LLC | 10,041 | $1.27M | 0.05% | −1,871−15.7% | Reduced |
| Altman Advisors, Inc. | 10,071 | $1.27M | 0.54% | +10,071 | New |
| GSB Wealth Management, LLC | 10,152 | $1.28M | 0.33% | −2,113−17.2% | Reduced |
| Summit X, LLC | 10,168 | $1.28M | 0.28% | −1,428−12.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,177 | $1.28M | 0.10% | +10,177 | New |
| Mechanics Bank Trust Department | 10,211 | $1.29M | 0.17% | −213−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,234 | $1.29M | 0.16% | −2,763−21.3% | Reduced |
| Greenline Partners, LLC | 10,265 | $1.29M | 0.18% | −5,915−36.6% | Reduced |
| HF Advisory Group, LLC | 10,350 | $1.31M | 0.60% | +10,350 | New |
| Daner Wealth Management, LLC | 11,369 | $1.31M | 0.96% | +11,369 | New |
| Avitas Wealth Management LLC | 10,397 | $1.31M | 0.18% | −74−0.7% | Reduced |
| Perpetual Ltd | 10,409 | $1.31M | 0.02% | −6,193−37.3% | Reduced |
| Kondo Wealth Advisors, Inc. | 9,939 | $1.31M | 0.67% | +9,939 | New |
| Twin Lakes Capital Management, LLC | 10,428 | $1.31M | 0.84% | −4,964−32.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10,485 | $1.32M | 0.97% | −30.0% | Reduced |
| Fiduciary Group LLC | 10,486 | $1.32M | 0.13% | −611−5.5% | Reduced |
| Dakota Wealth Management | 10,490 | $1.32M | 0.03% | −570−5.2% | Reduced |
| Sandy Spring Bank | 10,510 | $1.33M | 0.05% | −239−2.2% | Reduced |
| Anb Bank | 10,540 | $1.33M | 0.58% | +10,540 | New |
| Keystone Financial Group | 10,753 | $1.33M | 0.13% | +2,330+27.7% | Added |
| Wright Investors Service Inc | 10,575 | $1.33M | 0.43% | −7,986−43.0% | Reduced |
| Congress Wealth Management LLC | 10,598 | $1.34M | 0.02% | −60,690−85.1% | Reduced |
| Trustmark National Bank Trust Department | 10,617 | $1.34M | 0.10% | −1,296−10.9% | Reduced |
| Cornercap Investment Counsel Inc | 10,617 | $1.34M | 0.43% | −460−4.2% | Reduced |
| Bradley Foster & Sargent Inc | 10,636 | $1.34M | 0.02% | −164−1.5% | Reduced |
| Point72 (DIFC) Ltd | 10,724 | $1.35M | 0.12% | +10,724 | New |
| L.M. Kohn & Company | 10,727 | $1.35M | 0.35% | −981−8.4% | Reduced |
| Abner Herrman & Brock LLC | 10,761 | $1.36M | 0.17% | −55,012−83.6% | Reduced |
| Texas Bank & Trust Co | 10,781 | $1.36M | 0.56% | +10,781 | New |
| MUFG Securities Americas Inc. | 10,796 | $1.36M | 0.17% | +10,796 | New |
| Investors Research Corp | 10,839 | $1.37M | 0.30% | −100−0.9% | Reduced |
| Modern Wealth Management, LLC | 10,897 | $1.37M | 0.05% | +4,564+72.1% | Added |
| Carnegie Capital Asset Management, LLC | 11,009 | $1.39M | 0.04% | −7,773−41.4% | Reduced |
| Stone Point Wealth LLC | 11,012 | $1.39M | 0.47% | −25−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 11,046 | $1.39M | 0.23% | +2,183+24.6% | Added |
| Resonant Capital Advisors, LLC | 11,054 | $1.39M | 0.10% | +159+1.5% | Added |
| Spire Wealth Management | 11,071 | $1.40M | 0.04% | +871+8.5% | Added |
| Easterly Investment Partners LLC | 11,076 | $1.40M | 0.11% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 11,079 | $1.40M | 0.06% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 11,084 | $1.40M | 0.09% | −231−2.0% | Reduced |
| Brown Miller Wealth Management, LLC | 11,088 | $1.40M | 0.54% | +172+1.6% | Added |
| Atomi Financial Group, Inc. | 11,095 | $1.40M | 0.07% | +3,440+44.9% | Added |
| BTC Capital Management, Inc. | 11,103 | $1.40M | 0.13% | −2,132−16.1% | Reduced |
| Mission Wealth Management, LP | 11,108 | $1.40M | 0.03% | −1,215−9.9% | Reduced |
| Loudon Investment Management, LLC | 11,156 | $1.41M | 0.80% | −1,049−8.6% | Reduced |
| Hedges Asset Management LLC | 11,200 | $1.41M | 0.93% | 00.0% | Unchanged |
| Ceera Investments, LLC | 11,298 | $1.42M | 0.49% | +4,282+61.0% | Added |
| Empire Financial Management Company, LLC | 11,305 | $1.43M | 0.44% | +11,305 | New |
| First Dallas Securities Inc. | 11,319 | $1.43M | 0.58% | −98−0.9% | Reduced |
| Quilter Plc | 11,338 | $1.43M | 0.03% | 00.0% | Unchanged |
| Teza Capital Management LLC | 11,361 | $1.43M | 0.22% | +11,361 | New |
| Leonteq Securities AG | 11,376 | $1.43M | 0.14% | +2,944+34.9% | Added |
| Montag A & Associates Inc | 11,377 | $1.43M | 0.07% | −2,740−19.4% | Reduced |
| Impact Capital Partners LLC | 11,417 | $1.44M | 0.51% | +11,417 | New |
| Hamel Associates, Inc. | 11,420 | $1.44M | 0.46% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 11,427 | $1.44M | 0.01% | +1,440+14.4% | Added |
| Beverly Hills Private Wealth, LLC | 11,438 | $1.44M | 0.29% | −991−8.0% | Reduced |
| Arvest Investments, Inc. | 11,456 | $1.44M | 0.23% | −749−6.1% | Reduced |
| Roundview Capital LLC | 11,458 | $1.44M | 0.10% | −521−4.3% | Reduced |