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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 48,004 | $6.05M | 0.16% | −7,825−14.0% | Reduced |
| UniSuper Management Pty Ltd | 48,299 | $6.09M | 0.04% | −122,800−71.8% | Reduced |
| Apollon Wealth Management, LLC | 48,572 | $6.12M | 0.14% | +29,934+160.6% | Added |
| Generali Asset Management SPA SGR | 48,612 | $6.13M | 0.16% | +48,612 | New |
| Intellus Advisors LLC | 48,712 | $6.14M | 1.06% | +48,712 | New |
| Guyasuta Investment Advisors Inc | 48,881 | $6.16M | 0.39% | −2,838−5.5% | Reduced |
| JustInvest LLC | 48,922 | $6.17M | 0.09% | −682−1.4% | Reduced |
| Capital Management Corp | 48,934 | $6.17M | 1.11% | +7,541+18.2% | Added |
| Griffin Asset Management, Inc. | 49,412 | $6.23M | 0.73% | +2,908+6.3% | Added |
| Linscomb & Williams, Inc. | 49,509 | $6.24M | 0.31% | +1,447+3.0% | Added |
| Captrust Financial Advisors | 50,205 | $6.33M | 0.02% | +2,217+4.6% | Added |
| Kentucky Retirement Systems | 50,337 | $6.35M | 0.19% | −694−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,740 | $6.35M | 0.07% | +20,440+67.5% | Added |
| Gotham Asset Management, LLC | 50,757 | $6.40M | 0.06% | +25,861+103.9% | Added |
| Texas Yale Capital Corp. | 50,848 | $6.41M | 0.26% | −4,792−8.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 50,875 | $6.42M | 0.01% | +294+0.6% | Added |
| Resources Management Corp | 50,877 | $6.42M | 0.88% | +99+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 50,922 | $6.42M | 0.07% | +35,004+219.9% | Added |
| Commerzbank Aktiengesellschaft | 51,265 | $6.42M | 0.15% | −7,463−12.7% | Reduced |
| Virtu Financial LLC | 51,021 | $6.43M | 0.34% | +51,021 | New |
| Envestnet Portfolio Solutions, Inc. | 51,351 | $6.48M | 0.02% | −464−0.9% | Reduced |
| Mizuho Markets Americas LLC | 51,899 | $6.54M | 0.13% | +20,650+66.1% | Added |
| Gilbert & Cook, Inc. | 52,140 | $6.57M | 0.93% | −3,419−6.2% | Reduced |
| Temasek Holdings (Private) Ltd | 52,248 | $6.59M | 0.03% | −233,249−81.7% | Reduced |
| Live Oak Private Wealth LLC | 52,252 | $6.59M | 1.11% | −602−1.1% | Reduced |
| Abn Amro Investment Solutions | 52,655 | $6.64M | 0.12% | −13,091−19.9% | Reduced |
| Integrated Wealth Concepts LLC | 53,093 | $6.70M | 0.08% | +4,897+10.2% | Added |
| Toroso Investments, LLC | 53,482 | $6.74M | 0.06% | +19,227+56.1% | Added |
| Grace & White Inc | 53,690 | $6.77M | 1.27% | 00.0% | Unchanged |
| Shelton Capital Management | 53,773 | $6.78M | 0.17% | −141−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 53,858 | $6.79M | 1.18% | −4,942−8.4% | Reduced |
| Tocqueville Asset Management L.P. | 53,864 | $6.79M | 0.11% | +10,419+24.0% | Added |
| Teachers Retirement System of the State of Kentucky | 54,260 | $6.84M | 0.06% | −577−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 54,873 | $6.92M | 0.73% | +29,122+113.1% | Added |
| Federation des caisses Desjardins du Quebec | 55,152 | $6.95M | 0.04% | +15,756+40.0% | Added |
| Welch & Forbes LLC | 55,849 | $7.04M | 0.09% | −5,247−8.6% | Reduced |
| Lynch & Associates | 55,893 | $7.05M | 1.53% | −543−1.0% | Reduced |
| Romano Brothers and Company | 55,900 | $7.05M | 0.89% | −275−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 55,991 | $7.06M | 0.18% | −603−1.1% | Reduced |
| Savant Capital, LLC | 56,803 | $7.16M | 0.06% | −733−1.3% | Reduced |
| Executive Wealth Management, LLC | 57,111 | $7.20M | 0.56% | +714+1.3% | Added |
| Oppenheimer & Co Inc | 57,166 | $7.21M | 0.11% | −2,602−4.4% | Reduced |
| CIBC World Markets Inc. | 57,190 | $7.21M | 0.02% | −10,276−15.2% | Reduced |
| Glenview Trust Co | 57,643 | $7.27M | 0.14% | −554−1.0% | Reduced |
| Twin Tree Management, LP | 57,723 | $7.28M | 0.18% | +57,723 | New |
| Wealthcare Advisory Partners LLC | 58,003 | $7.31M | 0.20% | +10,041+20.9% | Added |
| Country Club Bank | 58,540 | $7.34M | 0.49% | −9,357−13.8% | Reduced |
| Snowden Capital Advisors LLC | 58,249 | $7.35M | 0.23% | −1,950−3.2% | Reduced |
| Lathrop Investment Management Corp | 58,436 | $7.37M | 1.40% | +2,052+3.6% | Added |
| Ameritas Advisory Services, LLC | 58,465 | $7.37M | 0.25% | +50,530+636.8% | Added |
| Argent Trust Co | 58,657 | $7.40M | 0.30% | −2,793−4.5% | Reduced |
| Lee Danner & Bass Inc | 58,665 | $7.40M | 0.59% | +7,005+13.6% | Added |
| Tufton Capital Management | 58,851 | $7.42M | 1.40% | +4,014+7.3% | Added |
| Clark & Stuart, Inc | 58,915 | $7.43M | 5.44% | +58,915 | New |
| Iowa State Bank | 58,949 | $7.43M | 1.55% | −699−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 59,031 | $7.44M | 1.74% | +27,472+87.0% | Added |
| Cresset Asset Management, LLC | 59,110 | $7.45M | 0.04% | −33,511−36.2% | Reduced |
| Noesis Capital Mangement Corp | 59,215 | $7.47M | 1.42% | −1,252−2.1% | Reduced |
| Wesbanco Bank Inc | 59,268 | $7.47M | 0.26% | −1,113−1.8% | Reduced |
| Sigma Investment Counselors Inc | 59,697 | $7.53M | 0.44% | −200.0% | Reduced |
| Ally Financial Inc. | 60,000 | $7.57M | 0.92% | 00.0% | Unchanged |
| Sagefield Capital LP | 60,033 | $7.57M | 0.82% | −4,538−7.0% | Reduced |
| Visionary Wealth Advisors | 60,133 | $7.58M | 0.44% | −20,118−25.1% | Reduced |
| MAI Capital Management | 60,666 | $7.65M | 0.06% | +3,482+6.1% | Added |
| Miracle Mile Advisors, LLC | 60,935 | $7.68M | 0.16% | +8,543+16.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 61,055 | $7.70M | 0.24% | −55,360−47.6% | Reduced |
| United Advisor Group, LLC | 61,522 | $7.76M | 1.53% | −180−0.3% | Reduced |
| GAM Holding AG | 61,574 | $7.76M | 0.58% | −1,939−3.1% | Reduced |
| Evercore Wealth Management, LLC | 62,117 | $7.83M | 0.12% | +16,880+37.3% | Added |
| Oregon Public Employees Retirement Fund | 62,664 | $7.90M | 0.15% | −100.0% | Reduced |
| Baker Avenue Asset Management, LP | 62,977 | $7.94M | 0.24% | −400−0.6% | Reduced |
| NewSquare Capital LLC | 63,978 | $8.01M | 0.64% | +32,294+101.9% | Added |
| Motley Fool Wealth Management, LLC | 63,745 | $8.03M | 0.41% | −7,755−10.8% | Reduced |
| Tritonpoint Wealth, LLC | 64,132 | $8.09M | 0.73% | +18,350+40.1% | Added |
| Mairs & Power Inc | 64,529 | $8.14M | 0.08% | −16,615−20.5% | Reduced |
| Edgar Lomax Co | 64,620 | $8.15M | 0.53% | −1,515−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 64,682 | $8.16M | 0.05% | −17,318−21.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 64,950 | $8.19M | 0.02% | +1,997+3.2% | Added |
| Summit Financial Wealth Advisors, LLC | 74,074 | $8.24M | 1.61% | +14,989+25.4% | Added |
| Cooper Financial Group | 65,907 | $8.31M | 1.00% | +51,360+353.1% | Added |
| Los Angeles Capital Management LLC | 66,148 | $8.34M | 0.03% | +37,936+134.5% | Added |
| Stratos Wealth Partners, LTD. | 66,445 | $8.38M | 0.12% | +1,832+2.8% | Added |
| Sowell Financial Services LLC | 66,629 | $8.40M | 0.44% | +216+0.3% | Added |
| Elo Mutual Pension Insurance Co | 66,847 | $8.43M | 0.18% | −2,474−3.6% | Reduced |
| Mackenzie Financial Corp | 67,015 | $8.45M | 0.01% | +4,935+7.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 67,077 | $8.46M | 0.02% | −6,649−9.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 67,386 | $8.50M | 0.12% | −5,009−6.9% | Reduced |
| Bell Bank | 67,806 | $8.55M | 0.64% | +8,712+14.7% | Added |
| Atria Investments LLC | 68,059 | $8.58M | 0.11% | −1,441−2.1% | Reduced |
| Armstrong Advisory Group, Inc | 68,171 | $8.60M | 0.69% | −6,975−9.3% | Reduced |
| Quantbot Technologies LP | 68,310 | $8.61M | 0.31% | +54,161+382.8% | Added |
| Cyndeo Wealth Partners, LLC | 69,090 | $8.71M | 0.59% | +3,959+6.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 70,927 | $8.73M | 0.10% | +17,105+31.8% | Added |
| Mizuho Securities USA LLC | 69,317 | $8.74M | 0.16% | +21,818+45.9% | Added |
| TCTC Holdings, LLC | 69,588 | $8.78M | 0.32% | −482−0.7% | Reduced |
| Allianz SE | 70,119 | $8.84M | 0.23% | +660+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 70,388 | $8.88M | 0.08% | +2,315+3.4% | Added |
| Pinnacle Associates Ltd | 70,978 | $8.95M | 0.12% | −33,753−32.2% | Reduced |
| Candriam Luxembourg S.C.A. | 71,341 | $9.00M | 0.05% | −67,813−48.7% | Reduced |
| Madison Asset Management, LLC | 72,280 | $9.11M | 0.10% | −28,095−28.0% | Reduced |