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 |
|---|---|---|---|---|---|
| Ossiam | 11,483 | $1.45M | 0.02% | +2,913+34.0% | Added |
| Intrua Financial, LLC | 11,522 | $1.45M | 0.24% | −65−0.6% | Reduced |
| Harvest Investment Advisors, LLC | 11,525 | $1.45M | 1.00% | −165−1.4% | Reduced |
| Davis R M Inc | 11,558 | $1.46M | 0.03% | −70−0.6% | Reduced |
| Regal Investment Advisors LLC | 11,567 | $1.46M | 0.11% | +662+6.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,600 | $1.46M | 0.15% | +11,600 | New |
| We Are One Seven, LLC | 11,629 | $1.47M | 0.06% | +61+0.5% | Added |
| CMT Capital Markets Trading GmbH | 11,723 | $1.48M | 0.88% | +11,723 | New |
| Probity Advisors, Inc. | 11,739 | $1.48M | 0.28% | +2,846+32.0% | Added |
| Argent Advisors, Inc. | 11,753 | $1.48M | 0.55% | −419−3.4% | Reduced |
| Flavin Financial Services, Inc. | 11,774 | $1.48M | 1.41% | +11,774 | New |
| Gifford Fong Associates | 11,800 | $1.49M | 0.37% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 11,801 | $1.49M | 0.14% | +19+0.2% | Added |
| Excalibur Management Corp | 11,829 | $1.49M | 0.59% | −277−2.3% | Reduced |
| Aull & Monroe Investment Management Corp | 11,830 | $1.49M | 0.76% | −850−6.7% | Reduced |
| Sumitomo Life Insurance Co | 11,857 | $1.50M | 0.03% | −349−2.9% | Reduced |
| North Star Asset Management Inc | 11,896 | $1.50M | 0.07% | −3,469−22.6% | Reduced |
| Fort Washington Investment Advisors Inc | 11,916 | $1.50M | 0.01% | −1,820−13.2% | Reduced |
| Stiles Financial Services Inc | 11,985 | $1.51M | 0.55% | +1,663+16.1% | Added |
| Cladis Investment Advisory, LLC | 12,015 | $1.52M | 1.07% | +876+7.9% | Added |
| Optimum Investment Advisors | 12,034 | $1.52M | 0.67% | −50−0.4% | Reduced |
| Coldstream Capital Management Inc | 12,074 | $1.52M | 0.03% | −953−7.3% | Reduced |
| Greenleaf Trust | 12,089 | $1.52M | 0.01% | +777+6.9% | Added |
| IHT Wealth Management, LLC | 12,110 | $1.53M | 0.05% | −3,660−23.2% | Reduced |
| Brighton Jones LLC | 12,126 | $1.53M | 0.04% | +4,723+63.8% | Added |
| Hexagon Capital Partners LLC | 12,137 | $1.53M | 0.28% | +1,744+16.8% | Added |
| Independent Financial Group, LLC | 12,173 | $1.54M | 0.05% | +149+1.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,208 | $1.54M | 0.60% | −5,909−32.6% | Reduced |
| Carson Advisory Inc. | 12,213 | $1.54M | 1.07% | −1,536−11.2% | Reduced |
| Rockland Trust Co | 12,219 | $1.54M | 0.08% | +316+2.7% | Added |
| Axxcess Wealth Management, LLC | 12,262 | $1.55M | 0.04% | −37,974−75.6% | Reduced |
| Xcel Wealth Management, LLC | 12,292 | $1.55M | 0.43% | −117−0.9% | Reduced |
| Ballentine Partners, LLC | 12,299 | $1.55M | 0.03% | −1,183−8.8% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.55M | 0.04% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 12,365 | $1.56M | 0.41% | −251−2.0% | Reduced |
| Level Financial Advisors, Inc. | 12,382 | $1.56M | 0.57% | +12,382 | New |
| Ables, Iannone, Moore & Associates, Inc. | 12,432 | $1.57M | 0.97% | +396+3.3% | Added |
| CFC Planning Co LLC | 12,474 | $1.57M | 1.68% | +12,474 | New |
| Y-Intercept (Hong Kong) Ltd | 12,483 | $1.57M | 0.10% | +12,483 | New |
| Nixon Capital, LLC | 11,896 | $1.58M | 0.49% | +11,896 | New |
| Harbour Investments, Inc. | 12,507 | $1.58M | 0.05% | +517+4.3% | Added |
| Great Valley Advisor Group, Inc. | 12,544 | $1.58M | 0.04% | −8,504−40.4% | Reduced |
| Park National Corp | 12,546 | $1.58M | 0.06% | +44+0.4% | Added |
| Kerusso Capital Management LLC | 12,569 | $1.58M | 1.01% | +27+0.2% | Added |
| NorthRock Partners, LLC | 12,586 | $1.59M | 0.05% | +385+3.2% | Added |
| Rossmore Private Capital | 12,589 | $1.59M | 0.20% | −485−3.7% | Reduced |
| Redwood Investment Management, LLC | 12,604 | $1.59M | 0.15% | −4,452−26.1% | Reduced |
| Voleon Capital Management LP | 12,608 | $1.59M | 0.12% | +12,608 | New |
| Central Pacific Bank - Trust Division | 12,624 | $1.59M | 0.21% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 12,746 | $1.61M | 0.02% | −3,040−19.3% | Reduced |
| Harvest Portfolios Group Inc. | 12,834 | $1.62M | 0.05% | +4,834+60.4% | Added |
| Sterneck Capital Management, LLC | 12,834 | $1.62M | 0.87% | −470−3.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 12,837 | $1.62M | 0.60% | −3,647−22.1% | Reduced |
| First National Advisers, LLC | 12,848 | $1.62M | 0.26% | +427+3.4% | Added |
| RFG Advisory, LLC | 12,889 | $1.63M | 0.05% | +158+1.2% | Added |
| Ostrum Asset Management | 12,916 | $1.63M | 0.14% | −9,089−41.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,937 | $1.63M | 0.07% | +5,241+68.1% | Added |
| NFJ Investment Group, LLC | 12,951 | $1.63M | 0.05% | +12,951 | New |
| Group One Trading, L.P. | 12,997 | $1.64M | 0.06% | +1,962+17.8% | Added |
| Beacon Financial Advisory LLC | 13,056 | $1.65M | 0.54% | −1,352−9.4% | Reduced |
| Principal Street Partners, LLC | 13,104 | $1.65M | 0.32% | −20,450−60.9% | Reduced |
| Crowley Wealth Management, Inc. | 13,117 | $1.65M | 1.46% | +13,117 | New |
| Douglass Winthrop Advisors, LLC | 13,125 | $1.66M | 0.03% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 13,140 | $1.66M | 0.59% | −100−0.8% | Reduced |
| TD Private Client Wealth LLC | 13,169 | $1.66M | 0.05% | −3,643−21.7% | Reduced |
| Global Retirement Partners, LLC | 13,170 | $1.66M | 0.05% | +584+4.6% | Added |
| Cherokee Insurance Co | 13,250 | $1.67M | 0.76% | +13,250 | New |
| Horst & Graben Wealth Management LLC | 13,261 | $1.67M | 0.30% | +10+0.1% | Added |
| Venture Visionary Partners LLC | 13,325 | $1.68M | 0.07% | −9,778−42.3% | Reduced |
| Icon Wealth Advisors, LLC | 13,336 | $1.68M | 0.14% | −347−2.5% | Reduced |
| Alerus Financial NA | 13,508 | $1.70M | 0.13% | +316+2.4% | Added |
| Camden Capital, LLC | 13,518 | $1.70M | 0.19% | +431+3.3% | Added |
| Vestcor Inc | 13,592 | $1.71M | 0.06% | −1,188−8.0% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $1.71M | 0.43% | 00.0% | Unchanged |
| OV Management LLC | 13,621 | $1.72M | 0.80% | +1,161+9.3% | Added |
| Ridgewood Investments LLC | 13,626 | $1.72M | 0.83% | +756+5.9% | Added |
| Cypress Capital Group | 13,640 | $1.72M | 0.21% | −3,925−22.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 13,654 | $1.72M | 1.65% | −339−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,650 | $1.72M | 0.03% | +2,685+24.5% | Added |
| Hudson Canyon Capital Management | 13,650 | $1.72M | 1.12% | +1,350+11.0% | Added |
| Garner Asset Management Corp | 13,687 | $1.73M | 0.80% | +692+5.3% | Added |
| Aptus Capital Advisors, LLC | 13,717 | $1.73M | 0.02% | +3,588+35.4% | Added |
| Exencial Wealth Advisors, LLC | 13,735 | $1.73M | 0.06% | −500−3.5% | Reduced |
| Vise Technologies, Inc. | 13,739 | $1.73M | 0.14% | +565+4.3% | Added |
| Fifth Third Wealth Advisors LLC | 13,767 | $1.74M | 0.09% | +4,021+41.3% | Added |
| Sigma Planning Corp | 13,878 | $1.75M | 0.05% | +1,034+8.1% | Added |
| CAPROCK Group, Inc. | 13,889 | $1.75M | 0.06% | −1,144−7.6% | Reduced |
| Corbyn Investment Management Inc | 13,905 | $1.75M | 0.63% | +167+1.2% | Added |
| Venturi Wealth Management, LLC | 13,952 | $1.76M | 0.09% | +3,566+34.3% | Added |
| Trust Co of Toledo NA | 13,957 | $1.76M | 0.23% | −1,273−8.4% | Reduced |
| Tradition Wealth Management, LLC | 13,974 | $1.76M | 0.16% | −76−0.5% | Reduced |
| Cypress Capital, LLC | 13,982 | $1.76M | 0.50% | −238−1.7% | Reduced |
| Safe Harbor Fiduciary, LLC | 14,041 | $1.77M | 1.80% | +45+0.3% | Added |
| New England Research & Management, Inc. | 14,145 | $1.78M | 0.91% | −4,748−25.1% | Reduced |
| Banco Santander, S.A. | 14,195 | $1.79M | 0.02% | +1,599+12.7% | Added |
| Silvercrest Asset Management Group LLC | 14,223 | $1.79M | 0.01% | −656−4.4% | Reduced |
| Agp Franklin, LLC | 14,268 | $1.80M | 1.09% | +14,268 | New |
| Change Path, LLC | 14,428 | $1.82M | 0.06% | −104−0.7% | Reduced |
| Portside Wealth Group, LLC | 14,431 | $1.82M | 0.30% | −833−5.5% | Reduced |
| Avidian Wealth Solutions, LLC | 14,441 | $1.82M | 0.08% | −530−3.5% | Reduced |