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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Madison Investment Advisors, LLC | 72,280 | $9.11M | 0.10% | +72,280 | New |
| Kornitzer Capital Management Inc | 72,517 | $9.14M | 0.18% | −1,444−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 72,538 | $9.15M | 0.37% | −391−0.5% | Reduced |
| Crestline Management, LP | 72,981 | $9.20M | 0.32% | +58,107+390.7% | Added |
| Hendershot Investments Inc. | 73,046 | $9.21M | 1.26% | +6,610+9.9% | Added |
| Associated Banc-Corp | 73,170 | $9.23M | 0.28% | +8,209+12.6% | Added |
| BancorpSouth Bank | 73,809 | $9.31M | 0.63% | +36,595+98.3% | Added |
| Quantinno Capital Management LP | 74,283 | $9.37M | 0.09% | +9,550+14.8% | Added |
| Advocate Group LLC | 74,600 | $9.41M | 1.77% | +6,216+9.1% | Added |
| Woodmont Investment Counsel LLC | 74,683 | $9.42M | 0.70% | −987−1.3% | Reduced |
| Olstein Capital Management, L.P. | 75,000 | $9.46M | 1.66% | −3,000−3.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,049 | $9.46M | 0.26% | +9,990+15.4% | Added |
| Eisler Capital Management Ltd. | 76,540 | $9.48M | 0.32% | +76,540 | New |
| Stephens Inc | 75,250 | $9.49M | 0.13% | −47,638−38.8% | Reduced |
| United Capital Financial Advisers, LLC | 75,323 | $9.50M | 0.08% | −3,170−4.0% | Reduced |
| Varma Mutual Pension Insurance Co | 75,370 | $9.50M | 0.07% | −76,600−50.4% | Reduced |
| Engineers Gate Manager LP | 75,397 | $9.51M | 0.17% | −4,753−5.9% | Reduced |
| Centre Asset Management, LLC | 75,571 | $9.53M | 2.18% | +75,571 | New |
| Synovus Financial Corp | 75,738 | $9.55M | 0.12% | −11,793−13.5% | Reduced |
| Summit Global Investments | 76,429 | $9.64M | 0.60% | +57,447+302.6% | Added |
| Logan Capital Management Inc | 76,481 | $9.64M | 0.40% | −10,588−12.2% | Reduced |
| Davy Global Fund Management Ltd | 76,740 | $9.68M | 1.14% | −944−1.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 77,000 | $9.71M | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 77,543 | $9.78M | 0.60% | −90,528−53.9% | Reduced |
| CWM, LLC | 77,557 | $9.78M | 0.04% | −7,979−9.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 78,780 | $9.87M | 0.27% | +78,780 | New |
| Kestra Private Wealth Services, LLC | 78,852 | $9.94M | 0.17% | +6,943+9.7% | Added |
| Avanza Fonder AB | 79,297 | $10.0M | 0.30% | +79,297 | New |
| Miramar Capital, LLC | 81,121 | $10.2M | 2.44% | −12,572−13.4% | Reduced |
| Lido Advisors, LLC | 81,250 | $10.2M | 0.06% | +8,058+11.0% | Added |
| Adviser Investments LLC | 81,274 | $10.2M | 0.13% | −668−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 81,329 | $10.3M | 0.82% | +1,423+1.8% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $10.3M | 2.82% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 81,867 | $10.3M | 0.04% | +11,322+16.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 82,008 | $10.3M | 0.10% | −10,600−11.4% | Reduced |
| Moneta Group Investment Advisors LLC | 82,420 | $10.4M | 0.15% | −649−0.8% | Reduced |
| Heritage Investors Management Corp | 82,448 | $10.4M | 0.34% | +507+0.6% | Added |
| Pathstone Holdings, LLC | 82,637 | $10.4M | 0.05% | −13,754−14.3% | Reduced |
| United Bank | 83,378 | $10.5M | 1.25% | −855−1.0% | Reduced |
| Cullinan Associates Inc | 83,426 | $10.5M | 0.68% | −12,495−13.0% | Reduced |
| CapWealth Advisors, LLC | 83,874 | $10.6M | 1.17% | +3,312+4.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 84,168 | $10.6M | 2.16% | +4,453+5.6% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $10.7M | 8.19% | 00.0% | Unchanged |
| Charter Trust Co | 85,146 | $10.7M | 0.70% | −549−0.6% | Reduced |
| Isthmus Partners, LLC | 85,710 | $10.8M | 1.31% | −15,437−15.3% | Reduced |
| Brown Advisory Inc | 86,628 | $10.9M | 0.01% | −17,435−16.8% | Reduced |
| Stockman Wealth Management, Inc. | 86,673 | $10.9M | 1.71% | +86,673 | New |
| Mercer Global Advisors Inc | 86,781 | $10.9M | 0.03% | −5,683−6.1% | Reduced |
| Mutual of America Capital Management LLC | 87,629 | $11.1M | 0.12% | −2,589−2.9% | Reduced |
| Nissay Asset Management Corp | 88,599 | $11.2M | 0.07% | +360+0.4% | Added |
| Brown Brothers Harriman & Co | 88,692 | $11.2M | 0.08% | −34,006−27.7% | Reduced |
| Jacobs & Co | 88,746 | $11.2M | 1.14% | +691+0.8% | Added |
| TownSquare Capital, LLC | 89,050 | $11.2M | 0.13% | +6,192+7.5% | Added |
| Peapack Gladstone Financial Corp | 89,261 | $11.3M | 0.16% | +6,157+7.4% | Added |
| Fisher Asset Management, LLC | 89,416 | $11.3M | 0.00% | −34,654−27.9% | Reduced |
| Pinnacle Financial Partners Inc | 89,979 | $11.3M | 0.23% | −1,911−2.1% | Reduced |
| State of Alaska, Department of Revenue | 90,611 | $11.4M | 0.13% | −9,970−9.9% | Reduced |
| Hengehold Capital Management LLC | 90,687 | $11.4M | 1.08% | +200+0.2% | Added |
| Fullcircle Wealth LLC | 99,472 | $11.5M | 4.71% | −2,805−2.7% | Reduced |
| Wedge Capital Management L L P | 91,255 | $11.5M | 0.21% | −3,890−4.1% | Reduced |
| Westshore Wealth, LLC | 91,269 | $11.5M | 4.66% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 91,465 | $11.5M | 0.04% | +627+0.7% | Added |
| Public Sector Pension Investment Board | 91,500 | $11.5M | 0.05% | +59,211+183.4% | Added |
| Southern Capital Advisors, LLC | 91,726 | $11.6M | 6.40% | −1,979−2.1% | Reduced |
| Neuberger Berman Group LLC | 91,862 | $11.6M | 0.01% | −1,084−1.2% | Reduced |
| GWM Advisors LLC | 92,100 | $11.6M | 0.07% | −1,478−1.6% | Reduced |
| Brinker Capital Investments, LLC | 92,570 | $11.7M | 0.12% | +8,693+10.4% | Added |
| Orion Portfolio Solutions, LLC | 92,570 | $11.7M | 0.12% | +8,693+10.4% | Added |
| First Manhattan Co | 93,195 | $11.8M | 0.03% | −12,687−12.0% | Reduced |
| Telos Capital Management, Inc. | 93,971 | $11.8M | 1.26% | −1,507−1.6% | Reduced |
| Founders Capital Management, LLC | 94,979 | $12.0M | 2.10% | +44,686+88.9% | Added |
| Janney Capital Management LLC | 95,071 | $12.0M | 0.79% | +6,636+7.5% | Added |
| Everett Harris & Co | 95,438 | $12.0M | 0.15% | −2,793−2.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 95,512 | $12.0M | 0.38% | +13,669+16.7% | Added |
| Public Employees Retirement Association of Colorado | 97,244 | $12.3M | 0.05% | −3,080−3.1% | Reduced |
| QRG Capital Management, Inc. | 97,694 | $12.3M | 0.13% | −1,090−1.1% | Reduced |
| Daiwa Securities Group Inc. | 98,355 | $12.4M | 0.06% | +7,093+7.8% | Added |
| Washington Trust Advisors, Inc. | 98,435 | $12.4M | 1.04% | −4,888−4.7% | Reduced |
| Assetmark, Inc | 100,212 | $12.6M | 0.03% | +19,326+23.9% | Added |
| Trillium Asset Management, LLC | 101,630 | $12.8M | 0.33% | −11,373−10.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,726 | $13.0M | 0.13% | +4,488+4.6% | Added |
| Loomis Sayles & Co L P | 103,068 | $13.0M | 0.02% | +5,356+5.5% | Added |
| Sanctuary Advisors, LLC | 114,130 | $13.1M | 0.08% | +775+0.7% | Added |
| Xponance, Inc. | 104,237 | $13.1M | 0.12% | +1,431+1.4% | Added |
| Mayar Capital Ltd. | 104,320 | $13.2M | 17.23% | −14,368−12.1% | Reduced |
| International Assets Investment Management, LLC | 106,387 | $13.2M | 1.10% | −14,525,074−99.3% | Reduced |
| Private Advisor Group, LLC | 104,629 | $13.2M | 0.07% | −239−0.2% | Reduced |
| Yousif Capital Management, LLC | 104,655 | $13.2M | 0.15% | −1,144−1.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 104,809 | $13.2M | 1.49% | +4,754+4.8% | Added |
| Regions Financial Corp | 105,761 | $13.3M | 0.10% | −4,061−3.7% | Reduced |
| Sound Income Strategies, LLC | 105,817 | $13.3M | 0.83% | +103,953+5,576.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 106,131 | $13.4M | 0.21% | +106,131 | New |
| ProShare Advisors LLC | 106,207 | $13.4M | 0.03% | +12,771+13.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 106,281 | $13.4M | 0.13% | +106,281 | New |
| Intact Investment Management Inc. | 106,400 | $13.4M | 0.47% | +3,890+3.8% | Added |
| Fifth Third Bancorp | 106,833 | $13.5M | 0.05% | −6,073−5.4% | Reduced |
| Greatmark Investment Partners, Inc. | 107,406 | $13.5M | 1.84% | +4,795+4.7% | Added |
| Marcum Wealth, LLC | 107,860 | $13.6M | 1.18% | −1,355−1.2% | Reduced |
| Scotia Capital Inc. | 108,238 | $13.6M | 0.07% | +881+0.8% | Added |
| AMF Pensionsforsakring AB | 108,360 | $13.7M | 0.10% | 00.0% | Unchanged |