Skip to main content

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.

Institutional holdersQ4 2024: 2,293 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2024: $64.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Burkett Financial Services, LLC91$11.5K0.00%+1+1.1%Added
Mascoma Wealth Management LLC100$12.6K0.00%−110−52.4%Reduced
Investment Research & Advisory Group, Inc.100$12.6K0.01%00.0%Unchanged
Family CFO Inc100$12.6K0.01%00.0%Unchanged
Fedenia Advisers LLC100$12.6K0.01%+100New
Aspetuck Financial Management LLC100$12.6K0.01%+100New
GoalVest Advisory LLC103$13.0K0.00%−64−38.3%Reduced
AllSquare Wealth Management LLC104$13.1K0.01%00.0%Unchanged
Park Square Financial Group, LLC106$13.4K0.01%+106New
CBIZ Investment Advisory Services, LLC108$13.6K0.00%00.0%Unchanged
Thompson Investment Management, Inc.109$13.7K0.00%00.0%Unchanged
Curio Wealth, LLC110$13.9K0.01%+110New
Householder Group Estate & Retirement Specialist, LLC111$14.0K0.01%−377−77.3%Reduced
Hanson & Doremus Investment Management113$14.0K0.00%+1+0.9%Added
Caitlin John, LLC115$14.6K0.01%00.0%Unchanged
Spectrum Wealth Counsel, LLC118$14.9K0.00%00.0%Unchanged
Sierra Ocean, LLC121$15.3K0.01%+121New
Financial Freedom, LLC125$15.8K0.01%00.0%Unchanged
First Community Trust NA129$16.3K0.01%00.0%Unchanged
DB Fitzpatrick & Co, Inc129$16.3K0.01%00.0%Unchanged
Transcendent Capital Group LLC129$16.3K0.01%00.0%Unchanged
Avalon Trust Co134$16.8K0.00%00.0%Unchanged
Mendota Financial Group, LLC140$17.7K0.01%−63−31.0%Reduced
BFSG, LLC140$17.7K0.00%00.0%Unchanged
Clark Wealth Partners141$17.8K0.01%+141New
Cornerstone Planning Group LLC132$18.0K0.00%+5+3.9%Added
Coston, McIsaac & Partners149$18.0K0.01%+1+0.7%Added
Foster Dykema Cabot & Partners, LLC150$18.9K0.00%−36−19.4%Reduced
Live Oak Investment Partners–$18.9K0.01%––
Prestige Wealth Management Group LLC154$19.4K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC158$19.9K0.01%+30+23.4%Added
Red Tortoise LLC162$20.4K0.01%+2+1.3%Added
Pension & Wealth Management Advisors, Inc.164$20.7K0.01%−645−79.7%Reduced
Hemington Wealth Management167$21.0K0.01%+4+2.5%Added
Kohmann Bosshard Financial Services, LLC168$21.2K0.00%+168New
UMA Financial Services, Inc.168$21.2K0.00%+168New
Hager Investment Management Services, LLC175$22.1K0.01%+175New
Mowery & Schoenfeld Wealth Management, LLC177$22.3K0.04%+66+59.5%Added
Joseph Group Capital Management180$22.7K0.01%00.0%Unchanged
WealthCollab, LLC181$22.8K0.01%00.0%Unchanged
Modus Advisors, LLC182$22.9K0.01%−9,034−98.0%Reduced
GPS Wealth Strategies Group, LLC186$23.4K0.00%−3−1.6%Reduced
Moisand Fitzgerald Tamayo, LLC190$24.0K0.00%00.0%Unchanged
Horizon Bancorp Inc189$24.0K0.01%00.0%Unchanged
Security National Bank200$25.2K0.00%00.0%Unchanged
Piscataqua Savings Bank200$25.2K0.02%00.0%Unchanged
IMG Wealth Management, Inc.200$25.2K0.02%+200New
Guardian Wealth Management, Inc.203$25.6K0.02%+3+1.5%Added
Eagle Bay Advisors LLC203$25.6K0.02%−157−43.6%Reduced
Generali Investments, Management Co LLC205$25.9K0.01%+205New
WR Wealth Planners, LLC210$26.4K0.01%−30−12.5%Reduced
Salomon & Ludwin, LLC210$26.5K0.00%−33−13.6%Reduced
Front Row Advisors LLC210$26.5K0.01%00.0%Unchanged
Painted Porch Advisors LLC211$26.6K0.01%+195+1,218.8%Added
Pinney & Scofield, Inc.211$26.6K0.02%+211New
Consultiva Wealth Management, Corp.215$27.1K0.14%+215New
Insight Financial Services216$27.2K0.02%+151+232.3%Added
Pacifica Partners Inc.222$27.5K0.01%−15−6.3%Reduced
PEAK6 LLC220$27.7K0.00%+220New
HBC Financial Services, PLLC222$28.0K0.02%+1+0.5%Added
Stephens Consulting, LLC223$28.1K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC225$28.4K0.01%+225New
Gen-Wealth Partners Inc228$28.8K0.01%−5−2.1%Reduced
Jackson, Grant Investment Advisers, Inc.237$29.9K0.01%00.0%Unchanged
Runnymede Capital Advisors, Inc.237$29.9K0.03%+237New
Centerpoint Advisors, LLC239$30.0K0.01%+2+0.8%Added
Kennebec Savings Bank247$30.9K0.03%−305−55.3%Reduced
Princeton Global Asset Management LLC246$31.0K0.01%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.247$31.1K0.02%+247New
Financial Network Wealth Advisors LLC249$31.4K0.06%−991−79.9%Reduced
Evelyn Partners Investment Management (Europe) Ltd250$31.5K0.01%+250New
FSA Wealth Management LLC262$33.0K0.01%00.0%Unchanged
Transce3nd, LLC262$33.0K0.01%+262New
Winnow Wealth LLC269$33.9K0.03%+269New
TSFG, LLC271$34.0K0.01%−169−38.4%Reduced
Founders Capital Management270$34.0K0.02%00.0%Unchanged
Whipplewood Advisors, LLC273$34.4K0.02%+273New
SIMA Wealth Partners, LLC274$34.6K0.03%+32+13.2%Added
Criterion Capital Advisors, LLC253$34.6K0.02%00.0%Unchanged
Empirical Asset Management, LLC12,036$34.6K0.01%+93+0.8%Added
Morton Brown Family Wealth, LLC276$34.8K0.01%00.0%Unchanged
Hopwood Financial Services, Inc.280$35.3K0.03%+280New
Abound Wealth Management283$35.7K0.01%+41+16.9%Added
TruNorth Capital Management, LLC285$35.9K0.01%−20−6.6%Reduced
GW&K Investment Management, LLC285$36.0K0.00%+25+9.6%Added
Financial Perspectives, Inc293$37.0K0.01%00.0%Unchanged
Tidemark, LLC297$37.4K0.01%+161+118.4%Added
ESL Trust Services, LLC300$37.8K0.01%+300New
Sugar Maple Asset Management, LLC300$37.8K0.03%+300New
Ofi Invest Asset Management313$38.1K0.00%+313New
Game Plan Financial Advisors, LLC311$39.0K0.02%−25−7.4%Reduced
Wiser Advisor Group LLC309$39.0K0.06%+4+1.3%Added
Millstone Evans Group, LLC312$39.3K0.03%+312New
Operose Advisors LLC318$40.1K0.01%−249−43.9%Reduced
Blume Capital Management, Inc.320$40.4K0.01%00.0%Unchanged
Winch Advisory Services, LLC322$40.6K0.01%+160+98.8%Added
Graney & King, LLC324$40.9K0.03%+324New
Northwest Capital Management Inc329$41.5K0.02%+1+0.3%Added
Pingora Partners LLC335$42.2K0.03%00.0%Unchanged
Evelyn Partners Investment Management LLP337$42.5K0.00%+337New