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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 14,449 | $1.82M | 0.05% | −2,800−16.2% | Reduced |
| Accordant Advisory Group Inc | 14,463 | $1.82M | 1.76% | +942+7.0% | Added |
| Clean Yield Group | 14,471 | $1.82M | 0.58% | +467+3.3% | Added |
| Integrated Advisors Network LLC | 14,495 | $1.83M | 0.09% | +1,924+15.3% | Added |
| Wedbush Securities Inc | 14,572 | $1.84M | 0.07% | −1,034−6.6% | Reduced |
| Towercrest Capital Management | 14,579 | $1.84M | 0.30% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 14,593 | $1.84M | 0.04% | 00.0% | Unchanged |
| Addison Capital Co | 14,789 | $1.86M | 0.74% | −80−0.5% | Reduced |
| Charter Research & Investment Group, Inc. | 14,795 | $1.87M | 1.42% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 14,818 | $1.87M | 0.11% | +14,818 | New |
| Caldwell Trust Co | 14,836 | $1.87M | 0.20% | −544−3.5% | Reduced |
| Searle & Co. | 14,871 | $1.88M | 0.54% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 14,924 | $1.88M | 0.01% | −167−1.1% | Reduced |
| American Assets Investment Management, LLC | 15,000 | $1.89M | 0.15% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 15,006 | $1.89M | 0.50% | +15,006 | New |
| Harbour Investment Management LLC | 15,010 | $1.89M | 0.83% | −150−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 15,011 | $1.89M | 0.02% | +6,250+71.3% | Added |
| Morton Community Bank | 15,029 | $1.90M | 0.50% | +15,029 | New |
| Capital International Inc | 15,033 | $1.90M | 0.02% | +3,355+28.7% | Added |
| Rice Partnership, LLC | 15,039 | $1.90M | 0.36% | +13,039+651.9% | Added |
| Werlinich Asset Management, LLC | 15,190 | $1.90M | 1.11% | −1,160−7.1% | Reduced |
| Orca Investment Management, LLC | 15,124 | $1.91M | 1.79% | −154−1.0% | Reduced |
| Headinvest, LLC | 15,180 | $1.91M | 0.36% | −435−2.8% | Reduced |
| Sage Mountain Advisors LLC | 15,180 | $1.91M | 0.14% | −204−1.3% | Reduced |
| Cox Capital Mgt LLC | 15,290 | $1.93M | 1.24% | −14,247−48.2% | Reduced |
| Auxier Asset Management | 15,368 | $1.94M | 0.30% | −491−3.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 15,385 | $1.94M | 0.51% | +15,385 | New |
| Te Ahumairangi Investment Management Ltd | 15,436 | $1.95M | 0.41% | −1,800−10.4% | Reduced |
| Boston Private Wealth LLC | 15,465 | $1.95M | 0.04% | +15,465 | New |
| V-Square Quantitative Management LLC | 15,467 | $1.95M | 0.28% | +499+3.3% | Added |
| Arete Wealth Advisors, LLC | 15,504 | $1.95M | 0.14% | −3,564−18.7% | Reduced |
| Carmel Capital Partners, LLC | 15,525 | $1.96M | 0.79% | +834+5.7% | Added |
| Radnor Capital Management, LLC | 15,553 | $1.96M | 0.33% | −2,833−15.4% | Reduced |
| Hennessy Advisors Inc | 15,700 | $1.98M | 0.06% | −900−5.4% | Reduced |
| Citizens Financial Group Inc | 15,719 | $1.98M | 0.04% | +1,095+7.5% | Added |
| Kinneret Advisory, LLC | 15,742 | $1.99M | 0.19% | −733−4.4% | Reduced |
| Palisade Asset Management, LLC | 15,751 | $1.99M | 0.20% | +8+0.1% | Added |
| Buckingham Strategic Partners | 15,753 | $1.99M | 0.03% | +6,676+73.5% | Added |
| Flputnam Investment Management Co | 15,791 | $1.99M | 0.04% | −103,332−86.7% | Reduced |
| Sovereign's Capital Management, LLC | 15,800 | $1.99M | 1.27% | +15,800 | New |
| Plimoth Trust Co LLC | 15,842 | $2.00M | 0.51% | −367−2.3% | Reduced |
| Neville Rodie & Shaw Inc | 15,867 | $2.00M | 0.15% | +5,867+58.7% | Added |
| Nicholas Hoffman & Company, LLC. | 15,911 | $2.01M | 0.08% | +171+1.1% | Added |
| JLB & Associates Inc | 15,913 | $2.01M | 0.27% | −2,040−11.4% | Reduced |
| Van Hulzen Asset Management, LLC | 15,974 | $2.01M | 0.15% | +1,100+7.4% | Added |
| Arvest Bank Trust Division | 16,020 | $2.02M | 0.12% | +719+4.7% | Added |
| WT Wealth Management | 16,119 | $2.03M | 0.64% | −566−3.4% | Reduced |
| Coppell Advisory Solutions LLC | 16,266 | $2.04M | 0.29% | −3,892−19.3% | Reduced |
| Rehmann Capital Advisory Group | 16,170 | $2.04M | 0.13% | +325+2.1% | Added |
| Parallel Advisors, LLC | 16,420 | $2.07M | 0.05% | +743+4.7% | Added |
| Aurdan Capital Management, LLC | 16,487 | $2.08M | 0.80% | +16,487 | New |
| Martin Capital Partners, LLC | 16,511 | $2.08M | 2.47% | −12,995−44.0% | Reduced |
| Baxter Bros Inc | 16,520 | $2.08M | 0.27% | −1,483−8.2% | Reduced |
| Econ Financial Services Corp | 16,528 | $2.08M | 1.20% | +16,528 | New |
| SWS Partners | 16,530 | $2.08M | 0.63% | +132+0.8% | Added |
| Quintet Private Bank (Europe) S.A. | 16,585 | $2.09M | 0.12% | −679−3.9% | Reduced |
| Clearstead Advisors, LLC | 16,618 | $2.10M | 0.03% | +241+1.5% | Added |
| Cubist Systematic Strategies, LLC | 16,662 | $2.10M | 0.03% | +16,662 | New |
| Tealwood Asset Management Inc | 16,674 | $2.10M | 0.87% | +247+1.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,741 | $2.11M | 0.99% | +1,249+8.1% | Added |
| Mengis Capital Management, Inc. | 16,761 | $2.11M | 0.43% | +4,745+39.5% | Added |
| Beacon Investment Advisors LLC | 16,765 | $2.11M | 0.99% | +194+1.2% | Added |
| Sculati Wealth Management, LLC | 16,786 | $2.12M | 0.84% | −23−0.1% | Reduced |
| Palouse Capital Management, Inc. | 16,799 | $2.12M | 1.41% | −751−4.3% | Reduced |
| Lantz Financial LLC | 16,805 | $2.12M | 0.56% | +5,424+47.7% | Added |
| Sunbelt Securities, Inc. | 16,922 | $2.12M | 0.19% | −570−3.3% | Reduced |
| Miller Investment Management, LP | 16,859 | $2.13M | 0.23% | 00.0% | Unchanged |
| Paralel Advisors LLC | 16,894 | $2.13M | 0.09% | +1,536+10.0% | Added |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.13M | 0.83% | 00.0% | Unchanged |
| Savoie Capital LLC | 16,928 | $2.13M | 0.25% | −6,600−28.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $2.14M | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 16,992 | $2.14M | 0.72% | −134−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 17,066 | $2.15M | 0.04% | +1,209+7.6% | Added |
| Spinnaker Trust | 17,143 | $2.16M | 0.14% | +691+4.2% | Added |
| Park Avenue Securities LLC | 17,187 | $2.17M | 0.02% | +2,324+15.6% | Added |
| Millennium Capital Advisors, LLC | 17,318 | $2.18M | 1.49% | −1,316−7.1% | Reduced |
| Miller Financial Services LLC | 17,346 | $2.19M | 1.85% | +17,346 | New |
| Kingswood Wealth Advisors, LLC | 17,444 | $2.20M | 0.17% | +12,124+227.9% | Added |
| Boomfish Wealth Group, LLC | 17,472 | $2.20M | 1.34% | −16−0.1% | Reduced |
| Arkadios Wealth Advisors | 17,473 | $2.20M | 0.12% | −4,895−21.9% | Reduced |
| Zullo Investment Group, Inc. | 17,491 | $2.21M | 0.89% | −69−0.4% | Reduced |
| Boyar Asset Management Inc. | 17,538 | $2.21M | 1.46% | +31+0.2% | Added |
| Papp L Roy & Associates | 17,551 | $2.21M | 0.26% | −390−2.2% | Reduced |
| Kennon-Green & Company, LLC | 17,553 | $2.21M | 1.91% | +27+0.2% | Added |
| Moors & Cabot, Inc. | 17,681 | $2.23M | 0.11% | +804+4.8% | Added |
| Measured Risk Portfolios, Inc. | 17,713 | $2.23M | 2.48% | +17,713 | New |
| Lecap Asset Management Ltd | 17,838 | $2.25M | 0.61% | −6,628−27.1% | Reduced |
| Sepio Capital, LP | 17,840 | $2.25M | 0.18% | −844−4.5% | Reduced |
| Hallmark Capital Management Inc | 17,851 | $2.25M | 0.17% | −9,468−34.7% | Reduced |
| Twin Capital Management Inc | 17,876 | $2.25M | 0.25% | +768+4.5% | Added |
| Marion Wealth Management | 17,896 | $2.26M | 0.60% | +30.0% | Added |
| Aspire Private Capital, LLC | 18,049 | $2.28M | 0.56% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 18,191 | $2.29M | 0.04% | −16,096−46.9% | Reduced |
| NBT Bank N A | 18,328 | $2.31M | 0.16% | −47−0.3% | Reduced |
| Arnhold LLC | 18,370 | $2.32M | 0.23% | 00.0% | Unchanged |
| Wahed Invest LLC | 18,400 | $2.32M | 0.39% | +694+3.9% | Added |
| Trust Co of Vermont | 18,416 | $2.32M | 0.11% | +9,616+109.3% | Added |
| Pure Financial Advisors, Inc. | 18,442 | $2.33M | 0.05% | +285+1.6% | Added |
| Maltin Wealth Management, Inc. | 18,451 | $2.33M | 1.14% | −501−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 18,461 | $2.33M | 0.11% | +724+4.1% | Added |