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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 34,583 | $4.36M | 0.39% | +327+1.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 34,600 | $4.36M | 0.48% | 00.0% | Unchanged |
| Fisher Funds Management LTD | 34,731 | $4.37M | 0.11% | +34,731 | New |
| Advisory Services Network, LLC | 34,700 | $4.38M | 0.08% | −1,531−4.2% | Reduced |
| M&G Plc | 34,897 | $4.40M | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 35,097 | $4.40M | 0.46% | −1,132−3.1% | Reduced |
| New Mexico Educational Retirement Board | 34,962 | $4.41M | 0.15% | −700−2.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 35,058 | $4.42M | 0.02% | +786+2.3% | Added |
| Cary Street Partners Financial LLC | 35,133 | $4.43M | 0.14% | +35,133 | New |
| Inlet Private Wealth, LLC | 35,153 | $4.43M | 1.17% | −2,890−7.6% | Reduced |
| Fusion Capital, LLC | 35,184 | $4.44M | 1.79% | −5,392−13.3% | Reduced |
| Bridge Creek Capital Management LLC | 35,293 | $4.45M | 1.37% | −870−2.4% | Reduced |
| North Star Investment Management Corp. | 35,411 | $4.47M | 0.31% | −1,481−4.0% | Reduced |
| Stolper Co | 35,558 | $4.48M | 1.49% | +638+1.8% | Added |
| Bank of New Hampshire | 35,567 | $4.48M | 1.15% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 35,811 | $4.49M | 0.18% | +7,443+26.2% | Added |
| Borer Denton & Associates, Inc. | 35,636 | $4.49M | 1.56% | −1,529−4.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 35,734 | $4.51M | 0.62% | +605+1.7% | Added |
| Nomura Holdings Inc | 36,171 | $4.56M | 0.02% | +12,612+53.5% | Added |
| Wealthfront Advisers LLC | 36,353 | $4.58M | 0.01% | +20,968+136.3% | Added |
| HBK Sorce Advisory LLC | 36,383 | $4.59M | 0.14% | −3,347−8.4% | Reduced |
| Bessemer Group Inc | 36,438 | $4.59M | 0.01% | +1,158+3.3% | Added |
| Capital Investment Counsel, Inc | 36,845 | $4.65M | 0.70% | +301+0.8% | Added |
| TrueMark Investments, LLC | 36,895 | $4.65M | 1.48% | +3,132+9.3% | Added |
| KMG Fiduciary Partners, LLC | 37,083 | $4.68M | 0.39% | −9,351−20.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 37,113 | $4.68M | 0.30% | −2,460−6.2% | Reduced |
| WCM Investment Management, LLC | 37,632 | $4.72M | 0.01% | +26,534+239.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 37,615 | $4.74M | 3.02% | −150.0% | Reduced |
| EagleClaw Capital Managment, LLC | 37,905 | $4.78M | 0.76% | +2,010+5.6% | Added |
| Cullen/Frost Bankers, Inc. | 37,927 | $4.78M | 0.07% | −1,074−2.8% | Reduced |
| Community Bank, N.A. | 38,061 | $4.80M | 0.62% | +550+1.5% | Added |
| Birch Hill Investment Advisors LLC | 38,302 | $4.83M | 0.22% | −4,563−10.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 38,385 | $4.84M | 0.42% | −2,237−5.5% | Reduced |
| InvesTrust | 38,565 | $4.86M | 1.35% | +38,565 | New |
| Iams Wealth Management, LLC | 38,547 | $4.86M | 2.23% | −2,993−7.2% | Reduced |
| Crossmark Global Holdings, Inc. | 38,578 | $4.86M | 0.09% | −1,549−3.9% | Reduced |
| Mutual Advisors, LLC | 37,455 | $4.87M | 0.14% | +8,590+29.8% | Added |
| Riverview Capital Advisers, LLC | 38,878 | $4.90M | 1.48% | −208−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 38,999 | $4.92M | 0.18% | +1,361+3.6% | Added |
| HB Wealth Management, LLC | 39,106 | $4.93M | 0.05% | +6,183+18.8% | Added |
| Edmond de Rothschild Holding S.A. | 39,264 | $4.95M | 0.08% | −3,277−7.7% | Reduced |
| Louisiana State Employees Retirement System | 39,300 | $4.96M | 0.09% | −1,900−4.6% | Reduced |
| Securian Asset Management, Inc | 39,307 | $4.96M | 0.14% | −1,206−3.0% | Reduced |
| Maryland State Retirement & Pension System | 39,506 | $4.98M | 0.11% | −2,197−5.3% | Reduced |
| Tower Bridge Advisors | 39,546 | $4.99M | 0.53% | −55−0.1% | Reduced |
| Albion Financial Group | 39,652 | $5.00M | 0.34% | −312−0.8% | Reduced |
| Columbia Asset Management | 39,660 | $5.00M | 0.96% | −2,625−6.2% | Reduced |
| Viking Fund Management LLC | 40,000 | $5.04M | 0.79% | 00.0% | Unchanged |
| Weiss Asset Management LP | 40,000 | $5.04M | 0.12% | +40,000 | New |
| Skylands Capital, LLC | 40,200 | $5.07M | 0.71% | +7,925+24.6% | Added |
| Sage Capital Advisors,llc | 40,300 | $5.08M | 1.32% | −3,307−7.6% | Reduced |
| Adams Asset Advisors, LLC | 40,769 | $5.14M | 0.66% | +23,584+137.2% | Added |
| Canal Capital Management, LLC | 40,876 | $5.15M | 0.83% | −2,321−5.4% | Reduced |
| Ironwood Investment Counsel, LLC | 40,953 | $5.16M | 0.88% | −969−2.3% | Reduced |
| Boston Research & Management Inc | 41,019 | $5.17M | 1.25% | +1,183+3.0% | Added |
| Waterfront Wealth Inc. | 41,064 | $5.18M | 1.26% | −579−1.4% | Reduced |
| Anchor Investment Management, LLC | 41,103 | $5.18M | 0.48% | −1,510−3.5% | Reduced |
| APG Asset Management N.V. | 42,600 | $5.19M | 0.01% | −59,094−58.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,386 | $5.22M | 0.04% | +641+1.6% | Added |
| XML Financial, LLC | 41,434 | $5.22M | 0.48% | −1,560−3.6% | Reduced |
| CCM Investment Group, LLC | 41,821 | $5.24M | 0.57% | +41,821 | New |
| Rowland & Co Investment Counsel | 41,581 | $5.24M | 1.10% | −105−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 41,722 | $5.26M | 0.05% | −58,851−58.5% | Reduced |
| Woodstock Corp | 41,766 | $5.27M | 0.51% | −3,071−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 41,799 | $5.27M | 0.06% | −18,539−30.7% | Reduced |
| HTLF Bank | 41,845 | $5.28M | 0.60% | +782+1.9% | Added |
| NEOS Investment Management LLC | 41,985 | $5.29M | 0.12% | +9,952+31.1% | Added |
| Principal Securities, Inc. | 42,247 | $5.33M | 0.12% | +1,172+2.9% | Added |
| Verdence Capital Advisors LLC | 42,363 | $5.34M | 0.43% | −11,926−22.0% | Reduced |
| Addenda Capital Inc. | 42,478 | $5.36M | 0.19% | −121−0.3% | Reduced |
| Builder Investment Group Inc | 42,530 | $5.36M | 1.46% | −270−0.6% | Reduced |
| First National Trust Co | 42,670 | $5.38M | 0.20% | −764−1.8% | Reduced |
| Level Four Advisory Services, LLC | 42,957 | $5.42M | 0.22% | −8,859−17.1% | Reduced |
| Eagle Rock Investment Company, LLC | 43,350 | $5.47M | 0.91% | −100.0% | Reduced |
| Huntington National Bank | 43,465 | $5.48M | 0.04% | −3,481−7.4% | Reduced |
| Hi-Line Capital Management, LLC | 43,676 | $5.51M | 2.41% | −289−0.7% | Reduced |
| Signaturefd, LLC | 43,744 | $5.52M | 0.10% | −202−0.5% | Reduced |
| CX Institutional | 44,167 | $5.57M | 0.22% | +9,733+28.3% | Added |
| CMG Global Holdings, LLC | 42,098 | $5.58M | 3.08% | +2,440+6.2% | Added |
| Morgan Dempsey Capital Management LLC | 44,464 | $5.61M | 2.26% | +4,029+10.0% | Added |
| IMC-Chicago, LLC | 44,483 | $5.61M | 0.15% | +44,483 | New |
| Atria Wealth Solutions, Inc. | 44,085 | $5.62M | 0.06% | +4,300+10.8% | Added |
| Hartford Investment Management Co | 45,110 | $5.69M | 0.19% | −873−1.9% | Reduced |
| Wambolt & Associates, LLC | 45,637 | $5.75M | 1.84% | −553−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 45,668 | $5.76M | 0.11% | +24,290+113.6% | Added |
| Concurrent Investment Advisors, LLC | 46,022 | $5.80M | 0.16% | −412−0.9% | Reduced |
| Independent Advisor Alliance | 46,258 | $5.83M | 0.08% | +7,821+20.3% | Added |
| Koshinski Asset Management, Inc. | 46,764 | $5.90M | 0.50% | +66+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,060 | $5.93M | 0.06% | −16,981−26.5% | Reduced |
| Occudo Quantitative Strategies LP | 47,079 | $5.94M | 1.07% | +44,834+1,997.1% | Added |
| Alberta Investment Management Corp | 47,100 | $5.94M | 0.04% | +26,200+125.4% | Added |
| Brevan Howard Capital Management LP | 47,116 | $5.94M | 0.15% | +43,607+1,242.7% | Added |
| Keystone Financial Planning, Inc. | 47,254 | $5.96M | 1.85% | −81−0.2% | Reduced |
| Value Partners Investments Inc. | 47,378 | $5.97M | 3.37% | −530,899−91.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 47,559 | $6.00M | 1.01% | +7,246+18.0% | Added |
| Birch Capital Management, LLC | 47,641 | $6.01M | 3.02% | +850+1.8% | Added |
| Prospera Financial Services Inc | 47,634 | $6.01M | 0.14% | −9,007−15.9% | Reduced |
| First National Bank of Omaha | 47,706 | $6.02M | 0.39% | −277−0.6% | Reduced |
| Naples Global Advisors, LLC | 47,798 | $6.03M | 0.56% | +1,227+2.6% | Added |
| PFG Investments, LLC | 47,897 | $6.04M | 0.38% | +34,379+254.3% | Added |