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 |
|---|---|---|---|---|---|
| Independent Investors Inc | 24,661 | $3.11M | 0.62% | −150−0.6% | Reduced |
| Morningstar Investment Services LLC | 24,685 | $3.11M | 0.28% | −206,992−89.3% | Reduced |
| Empirical Finance, LLC | 24,693 | $3.11M | 0.18% | −302−1.2% | Reduced |
| Acadian Asset Management LLC | 25,159 | $3.17M | 0.01% | −4,194−14.3% | Reduced |
| Azimuth Capital Investment Management LLC | 25,193 | $3.18M | 0.12% | −763−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 25,207 | $3.18M | 0.03% | −1,661−6.2% | Reduced |
| Amica Mutual Insurance Co | 25,302 | $3.19M | 0.33% | 00.0% | Unchanged |
| Natural Investments, LLC | 25,395 | $3.20M | 0.89% | +25,395 | New |
| Kera Capital Partners, Inc. | 25,563 | $3.22M | 0.93% | +25,563 | New |
| Qsemble Capital Management, LP | 25,590 | $3.23M | 0.43% | +21,794+574.1% | Added |
| Bourne Lent Asset Management Inc | 25,658 | $3.24M | 1.23% | +1,999+8.4% | Added |
| Mesirow Financial Investment Management, Inc. | 25,736 | $3.25M | 0.06% | +12,683+97.2% | Added |
| Lakeview Capital Partners, LLC | 25,805 | $3.25M | 0.72% | −2,476−8.8% | Reduced |
| Valeo Financial Advisors, LLC | 25,805 | $3.25M | 0.09% | −1,952−7.0% | Reduced |
| Royal Fund Management, LLC | 25,890 | $3.26M | 0.35% | −10,842−29.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,933 | $3.27M | 0.12% | +620+2.4% | Added |
| Advisory Alpha, LLC | 25,939 | $3.27M | 0.12% | −621−2.3% | Reduced |
| HighPoint Advisor Group LLC | 28,580 | $3.27M | 0.18% | +63+0.2% | Added |
| Providence Capital Advisors, LLC | 26,016 | $3.28M | 0.67% | +221+0.9% | Added |
| Signature Wealth Management Group | 26,197 | $3.30M | 1.33% | +995+3.9% | Added |
| Umb Bank N A | 26,332 | $3.32M | 0.05% | −3,446−11.6% | Reduced |
| Ethic Inc. | 26,365 | $3.32M | 0.07% | +5,269+25.0% | Added |
| Argyle Capital Management Inc. | 26,428 | $3.33M | 1.31% | +2,695+11.4% | Added |
| Opus Investment Management Inc | 26,600 | $3.35M | 2.48% | 00.0% | Unchanged |
| Mather Group, LLC. | 26,620 | $3.36M | 0.04% | +1,823+7.4% | Added |
| Edgestream Partners, L.P. | 26,626 | $3.36M | 0.14% | +7,988+42.9% | Added |
| Horrell Capital Management, Inc. | 26,657 | $3.36M | 0.98% | +76+0.3% | Added |
| LongView Wealth Management | 26,748 | $3.37M | 1.03% | −150−0.6% | Reduced |
| McDaniel Terry & Co | 26,749 | $3.37M | 0.28% | +863+3.3% | Added |
| Investment House LLC | 26,908 | $3.39M | 0.18% | −3,792−12.4% | Reduced |
| Anderson Hoagland & Co | 26,186 | $3.40M | 0.35% | 00.0% | Unchanged |
| Brookmont Capital Management | 27,167 | $3.43M | 1.83% | +5,691+26.5% | Added |
| Monarch Capital Management Inc | 27,180 | $3.43M | 0.94% | +1,135+4.4% | Added |
| Aigen Investment Management, LP | 27,224 | $3.43M | 0.61% | +18,027+196.0% | Added |
| Entropy Technologies, LP | 27,326 | $3.45M | 0.35% | +5,752+26.7% | Added |
| Murphy Pohlad Asset Management LLC | 27,422 | $3.46M | 1.49% | −357−1.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 27,485 | $3.47M | 0.73% | +27,485 | New |
| SGL Investment Advisors, Inc. | 30,536 | $3.49M | 1.76% | +637+2.1% | Added |
| Zions Bancorporation, N.A. | 27,705 | $3.49M | 0.22% | +1,246+4.7% | Added |
| Pine Valley Investments Ltd Liability Co | 27,714 | $3.49M | 0.23% | +1,257+4.8% | Added |
| Dean Investment Associates, LLC | 27,747 | $3.50M | 0.50% | −10,096−26.7% | Reduced |
| Inspire Trust Co, N.A. | 28,000 | $3.53M | 0.90% | +3,500+14.3% | Added |
| Beacon Financial Group | 28,059 | $3.54M | 0.38% | +327+1.2% | Added |
| Motco | 28,070 | $3.54M | 0.36% | +81+0.3% | Added |
| Farmers & Merchants Investments Inc | 28,227 | $3.56M | 0.11% | −1,121−3.8% | Reduced |
| Farmers National Bank | 28,236 | $3.56M | 1.04% | +28,236 | New |
| Benin Management CORP | 28,313 | $3.57M | 0.98% | −277−1.0% | Reduced |
| Klingenstein Fields & Co LP | 28,347 | $3.57M | 0.14% | −66−0.2% | Reduced |
| Culbertson A N & Co Inc | 28,416 | $3.58M | 0.57% | +435+1.6% | Added |
| Commonwealth Retirement Investments LLC | 28,420 | $3.58M | 1.48% | −2,421−7.8% | Reduced |
| Northeast Investment Management | 28,474 | $3.59M | 0.16% | −11,818−29.3% | Reduced |
| Perigon Wealth Management, LLC | 27,944 | $3.63M | 0.09% | −1,253−4.3% | Reduced |
| Monte Financial Group, LLC | 28,802 | $3.63M | 1.55% | +28,802 | New |
| Stokes Capital Advisors, LLC | 28,917 | $3.65M | 0.94% | +7,372+34.2% | Added |
| Cohen Klingenstein LLC | 29,049 | $3.66M | 0.13% | −129−0.4% | Reduced |
| William Allan, LLC | 29,190 | $3.68M | 2.26% | +811+2.9% | Added |
| Tredje AP-fonden | 29,254 | $3.69M | 0.03% | −33,540−53.4% | Reduced |
| Whittier Trust Co | 29,290 | $3.69M | 0.05% | −1,791−5.8% | Reduced |
| Frank, Rimerman Advisors LLC | 29,412 | $3.71M | 0.27% | +12,098+69.9% | Added |
| Prudential PLC | 29,440 | $3.71M | 0.02% | +2,334+8.6% | Added |
| GLOBALT Investments LLC | 29,735 | $3.75M | 0.14% | −1,289−4.2% | Reduced |
| Kesler, Norman & Wride, LLC | 30,119 | $3.80M | 0.82% | +989+3.4% | Added |
| Winton Group Ltd | 30,171 | $3.80M | 0.25% | +30,171 | New |
| EP Wealth Advisors, LLC | 30,206 | $3.81M | 0.03% | −2,170−6.7% | Reduced |
| Omers Administration Corp | 30,334 | $3.83M | 0.03% | +5,257+21.0% | Added |
| Butensky & Cohen Financial Security, Inc | 30,392 | $3.83M | 1.20% | +1,936+6.8% | Added |
| Hourglass Capital, LLC | 30,565 | $3.85M | 1.06% | +30,565 | New |
| Redmond Asset Management, LLC | 30,598 | $3.86M | 0.96% | +13,077+74.6% | Added |
| Pinkerton Retirement Specialists, LLC | 30,973 | $3.91M | 0.57% | +2,089+7.2% | Added |
| Dorsey & Whitney Trust CO LLC | 31,031 | $3.91M | 0.22% | −2,393−7.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,040 | $3.91M | 2.31% | +5,060+19.5% | Added |
| Massmutual Trust Co FSB | 31,076 | $3.92M | 0.11% | −2,135−6.4% | Reduced |
| Mediolanum International Funds Ltd | 31,427 | $3.93M | 0.05% | +5,606+21.7% | Added |
| Metis Global Partners, LLC | 31,214 | $3.94M | 0.12% | +1,363+4.6% | Added |
| Strategic Wealth Designers | 31,546 | $3.95M | 0.25% | −1,230−3.8% | Reduced |
| Vaughan David Investments LLC | 31,458 | $3.97M | 0.09% | +100.0% | Added |
| MainStreet Investment Advisors LLC | 31,474 | $3.97M | 0.56% | −2,141−6.4% | Reduced |
| Bristlecone Advisors, LLC | 31,500 | $3.97M | 0.31% | +6,834+27.7% | Added |
| Northwest Bancshares, Inc. | 31,598 | $3.98M | 0.74% | −4,692−12.9% | Reduced |
| Soltis Investment Advisors LLC | 31,603 | $3.99M | 0.37% | −1,977−5.9% | Reduced |
| Rench Wealth Management, Inc. | 31,639 | $3.99M | 1.36% | −1,775−5.3% | Reduced |
| Cornerstone Advisors, LLC | 32,100 | $4.05M | 0.16% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 32,396 | $4.09M | 0.17% | −5,015−13.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,514 | $4.10M | 0.11% | +3,500+12.1% | Added |
| Penn Davis McFarland Inc | 32,574 | $4.11M | 0.45% | −455−1.4% | Reduced |
| FIL Ltd | 32,759 | $4.13M | 0.00% | +6,375+24.2% | Added |
| Advent Capital Management | 33,000 | $4.16M | 0.10% | +33,000 | New |
| E. Ohman J:or Asset Management AB | 33,011 | $4.16M | 0.10% | +3,400+11.5% | Added |
| Resources Investment Advisors, LLC. | 33,076 | $4.17M | 0.05% | +6,886+26.3% | Added |
| Commerce Bank | 33,233 | $4.19M | 0.03% | −10,972−24.8% | Reduced |
| Summitry LLC | 33,638 | $4.24M | 0.21% | +3,196+10.5% | Added |
| Achmea Investment Management B.V. | 33,654 | $4.24M | 0.07% | −30,185−47.3% | Reduced |
| Intech Investment Management LLC | 33,755 | $4.26M | 0.04% | +7,171+27.0% | Added |
| Sky Investment Group LLC | 33,774 | $4.26M | 0.78% | −2,476−6.8% | Reduced |
| Bleakley Financial Group, LLC | 33,983 | $4.29M | 0.13% | −28,595−45.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 34,113 | $4.30M | 0.89% | +10,176+42.5% | Added |
| Norinchukin Bank, The | 34,181 | $4.31M | 0.09% | +3,375+11.0% | Added |
| Bragg Financial Advisors, Inc | 34,226 | $4.32M | 0.17% | −1,993−5.5% | Reduced |
| Financial Partners Group, LLC | 34,428 | $4.34M | 1.80% | +5,297+18.2% | Added |
| Garland Capital Management Inc | 34,505 | $4.35M | 3.57% | −110−0.3% | Reduced |