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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 18,460 | $2.33M | 0.71% | −1,437−7.2% | Reduced |
| AE Wealth Management LLC | 18,467 | $2.33M | 0.02% | +993+5.7% | Added |
| Hilltop Holdings Inc. | 18,516 | $2.33M | 0.15% | +1,015+5.8% | Added |
| Fulton Bank, N.A. | 18,571 | $2.34M | 0.09% | −115−0.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,573 | $2.34M | 0.68% | −96−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 18,623 | $2.35M | 0.23% | +1,320+7.6% | Added |
| Cohen Investment Advisors LLC | 18,991 | $2.39M | 1.44% | +634+3.5% | Added |
| Courier Capital LLC | 19,008 | $2.40M | 0.17% | −193−1.0% | Reduced |
| Man Group plc | 19,051 | $2.40M | 0.01% | −327,113−94.5% | Reduced |
| SkyOak Wealth, LLC | 19,089 | $2.41M | 0.51% | +1,990+11.6% | Added |
| Bowen Hanes & Co Inc | 19,121 | $2.41M | 0.06% | −1,015−5.0% | Reduced |
| StoneX Group Inc. | 19,212 | $2.42M | 0.13% | +5,952+44.9% | Added |
| Shorepoint Capital Partners LLC | 19,222 | $2.42M | 0.55% | +8,690+82.5% | Added |
| Vestmark Advisory Solutions, Inc. | 19,227 | $2.42M | 0.08% | +199+1.0% | Added |
| PYA Waltman Capital, LLC | 19,275 | $2.43M | 0.78% | +819+4.4% | Added |
| Harvest Investment Services, LLC | 19,301 | $2.43M | 0.60% | +1,400+7.8% | Added |
| Americana Partners, LLC | 19,403 | $2.45M | 0.10% | +1,106+6.0% | Added |
| Keating Investment Counselors Inc | 19,452 | $2.45M | 0.77% | −50−0.3% | Reduced |
| Groupe la Francaise | 18,978 | $2.46M | 0.06% | +18,978 | New |
| Tokio Marine Asset Management Co Ltd | 19,507 | $2.46M | 0.09% | +298+1.6% | Added |
| Laurel Wealth Advisors LLC | 19,599 | $2.47M | 0.39% | +767+4.1% | Added |
| Pensionmark Financial Group, LLC | 19,616 | $2.47M | 0.07% | +1,941+11.0% | Added |
| SRS Capital Advisors, Inc. | 19,624 | $2.47M | 0.16% | +16,297+489.8% | Added |
| Marex Group plc | 19,803 | $2.50M | 0.04% | +13,372+207.9% | Added |
| Vident Advisory, LLC | 19,846 | $2.50M | 0.04% | −5,378−21.3% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $2.52M | 0.66% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 20,005 | $2.52M | 0.24% | +6,603+49.3% | Added |
| Drucker Wealth 3.0, LLC | 20,146 | $2.54M | 0.59% | −2,655−11.6% | Reduced |
| National Asset Management, Inc. | 20,149 | $2.54M | 0.08% | −1,132−5.3% | Reduced |
| Miller Howard Investments Inc | 20,191 | $2.55M | 0.08% | +1,237+6.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 20,441 | $2.58M | 0.60% | −31,001−60.3% | Reduced |
| Highland Capital Management, LLC | 20,561 | $2.59M | 0.15% | −470−2.2% | Reduced |
| Perkins Coie Trust Co | 20,576 | $2.59M | 0.57% | −690−3.2% | Reduced |
| Kingsview Wealth Management, LLC | 20,720 | $2.61M | 0.05% | −19,261−48.2% | Reduced |
| Beech Hill Advisors, Inc. | 20,736 | $2.61M | 0.98% | +1,738+9.1% | Added |
| Virginia Wealth Management Group, Inc. | 20,737 | $2.61M | 1.62% | +1,235+6.3% | Added |
| Exeter Financial, LLC | 20,763 | $2.62M | 1.20% | +790+4.0% | Added |
| Atlantic Union Bankshares Corp | 20,816 | $2.62M | 0.15% | −905−4.2% | Reduced |
| Am Investment Strategies LLC | 20,869 | $2.63M | 0.64% | +4,805+29.9% | Added |
| Slagle Financial, LLC | 20,913 | $2.64M | 1.19% | +668+3.3% | Added |
| Mattern Capital Management, LLC | 21,000 | $2.65M | 0.35% | −7,507−26.3% | Reduced |
| Independence Bank of Kentucky | 21,047 | $2.65M | 0.41% | +788+3.9% | Added |
| Leelyn Smith, LLC | 21,065 | $2.66M | 0.47% | +21,065 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 25,314 | $2.66M | 0.46% | +3,626+16.7% | Added |
| Sagespring Wealth Partners, LLC | 21,124 | $2.66M | 0.07% | +21,124 | New |
| Rockline Wealth Management, LLC | 21,130 | $2.66M | 0.71% | +1,481+7.5% | Added |
| Bonness Enterprises Inc | 21,150 | $2.67M | 0.94% | +4,100+24.0% | Added |
| Everence Capital Management Inc | 21,350 | $2.69M | 0.17% | +8,810+70.3% | Added |
| Heritage Trust Co | 21,421 | $2.70M | 0.32% | +21,421 | New |
| Ashton Thomas Private Wealth, LLC | 21,492 | $2.71M | 0.11% | −3,407−13.7% | Reduced |
| Allstate Corp | 21,701 | $2.74M | 0.08% | +21,701 | New |
| Total Clarity Wealth Management, Inc. | 21,731 | $2.74M | 0.89% | −2,419−10.0% | Reduced |
| Daymark Wealth Partners, LLC | 21,794 | $2.75M | 0.12% | −50,601−69.9% | Reduced |
| Glass Wealth Management Co LLC | 21,800 | $2.75M | 1.49% | −2,100−8.8% | Reduced |
| Sawyer & Company, Inc | 21,829 | $2.75M | 1.02% | −797−3.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 21,868 | $2.76M | 0.14% | +950+4.5% | Added |
| Schulhoff & Co Inc | 21,936 | $2.77M | 1.23% | −1,421−6.1% | Reduced |
| Semmax Financial Advisors Inc. | 23,927 | $2.77M | 0.74% | −996−4.0% | Reduced |
| Wealthedge Investment Advisors, LLC | 21,949 | $2.77M | 1.25% | +21,949 | New |
| Catherine Avery Investment Management LLC | 21,951 | $2.77M | 2.44% | +21,951 | New |
| Woodline Partners LP | 21,955 | $2.77M | 0.02% | +21,955 | New |
| Pitcairn Co | 22,046 | $2.78M | 0.16% | −934−4.1% | Reduced |
| Jacobi Capital Management LLC | 22,091 | $2.79M | 0.21% | −123−0.6% | Reduced |
| Sovereign Financial Group, Inc. | 22,105 | $2.79M | 0.64% | −226−1.0% | Reduced |
| Callodine Capital Management, LP | 22,149 | $2.79M | 0.58% | −351−1.6% | Reduced |
| United Asset Strategies, Inc. | 22,274 | $2.81M | 0.26% | +3,980+21.8% | Added |
| KLCM Advisors, Inc. | 22,298 | $2.81M | 0.33% | +968+4.5% | Added |
| Truvestments Capital LLC | 22,330 | $2.82M | 0.72% | +1,038+4.9% | Added |
| Old Port Advisors | 22,342 | $2.82M | 0.81% | −184−0.8% | Reduced |
| Horan Capital Advisors, LLC. | 22,373 | $2.82M | 0.95% | −327−1.4% | Reduced |
| Cardinal Capital Management | 22,382 | $2.82M | 0.44% | −112−0.5% | Reduced |
| Peloton Wealth Strategists | 22,406 | $2.83M | 1.14% | −440−1.9% | Reduced |
| Bryn Mawr Trust Co | 22,416 | $2.83M | 0.05% | −11,361−33.6% | Reduced |
| Torray LLC | 22,505 | $2.84M | 0.41% | −11,671−34.1% | Reduced |
| ProVise Management Group, LLC | 22,567 | $2.85M | 0.24% | −373−1.6% | Reduced |
| Jensen Investment Management Inc | 22,874 | $2.88M | 0.03% | −940−3.9% | Reduced |
| Stanley-Laman Group, Ltd. | 22,880 | $2.89M | 0.41% | −3,036−11.7% | Reduced |
| SAM Advisors, LLC | 22,891 | $2.89M | 1.04% | +2,032+9.7% | Added |
| Tilson Financial Group, Inc. | 22,909 | $2.89M | 1.18% | +15+0.1% | Added |
| Brady Family Wealth, LLC | 23,005 | $2.90M | 0.89% | −3,150−12.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,118 | $2.92M | 0.06% | +23,118 | New |
| Northwestern Mutual Investment Management Company, LLC | 23,222 | $2.93M | 0.06% | +70.0% | Added |
| NewEdge Wealth, LLC | 23,302 | $2.94M | 0.05% | −2,602−10.0% | Reduced |
| Good Life Advisors, LLC | 23,495 | $2.96M | 0.22% | −2,055−8.0% | Reduced |
| Wolverine Trading, LLC | 23,642 | $2.96M | 0.07% | +21,475+991.0% | Added |
| Trilogy Capital Inc. | 23,527 | $2.97M | 0.15% | +1,520+6.9% | Added |
| Vision Capital Management, Inc. | 23,569 | $2.97M | 0.44% | −6,428−21.4% | Reduced |
| Old Point Trust & Financial Services N A | 23,672 | $2.99M | 1.05% | +441+1.9% | Added |
| Bailard, Inc. | 23,888 | $3.01M | 0.08% | −1,366−5.4% | Reduced |
| Bokf, NA | 24,493 | $3.02M | 0.05% | −2,848−10.4% | Reduced |
| Agf Management Ltd | 23,965 | $3.02M | 0.02% | +18,693+354.6% | Added |
| Summit Financial, LLC | 23,983 | $3.02M | 0.11% | −1,930−7.4% | Reduced |
| Pavion Blue Capital, LLC | 24,078 | $3.04M | 1.43% | −1,951−7.5% | Reduced |
| Sciencast Management LP | 24,176 | $3.05M | 0.83% | +24,176 | New |
| Cypress Wealth Services, LLC | 24,345 | $3.07M | 0.62% | −880−3.5% | Reduced |
| WBI Investments | 24,389 | $3.08M | 0.77% | +3,467+16.6% | Added |
| McDonald Partners LLC | 24,412 | $3.08M | 0.79% | +669+2.8% | Added |
| Atwater Malick LLC | 24,435 | $3.08M | 1.03% | −1,387−5.4% | Reduced |
| Stock Yards Bank & Trust Co | 24,570 | $3.10M | 0.11% | −2,834−10.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,579 | $3.10M | 0.33% | +401+1.7% | Added |