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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 108,837 | $13.7M | 0.20% | +10,655+10.9% | Added |
| New York Life Investment Management LLC | 108,894 | $13.7M | 0.13% | +521+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 108,976 | $13.7M | 0.03% | +10,074+10.2% | Added |
| Drexel Morgan & Co. | 109,765 | $13.8M | 2.86% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 111,552 | $14.1M | 4.55% | +111,552 | New |
| Vivaldi Capital Management, LLC | 103,541 | $14.1M | 2.16% | +103,541 | New |
| Aquatic Capital Management LLC | 114,807 | $14.5M | 0.39% | +68,007+145.3% | Added |
| First Long Island Investors, LLC | 114,819 | $14.5M | 1.15% | +110.0% | Added |
| CIBC World Markets Corp | 115,449 | $14.6M | 0.09% | +16,181+16.3% | Added |
| KCM Investment Advisors LLC | 115,834 | $14.6M | 0.50% | −23,607−16.9% | Reduced |
| Financial Counselors Inc | 115,942 | $14.6M | 0.21% | −1,675−1.4% | Reduced |
| MML Investors Services, LLC | 115,991 | $14.6M | 0.05% | −1,869−1.6% | Reduced |
| Marco Investment Management LLC | 116,568 | $14.7M | 1.27% | +3,936+3.5% | Added |
| South Dakota Investment Council | 117,820 | $14.9M | 0.30% | +35,370+42.9% | Added |
| Calamos Advisors LLC | 119,031 | $15.0M | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 120,175 | $15.2M | 1.05% | +1,523+1.3% | Added |
| Dearborn Partners LLC | 120,399 | $15.2M | 0.64% | −4,796−3.8% | Reduced |
| Utah Retirement Systems | 120,818 | $15.2M | 0.17% | +200+0.2% | Added |
| Capstone Investment Advisors, LLC | 122,221 | $15.4M | 0.15% | +33,570+37.9% | Added |
| Donald L. Hagan, LLC | 123,000 | $15.5M | 8.05% | −6,485−5.0% | Reduced |
| Wilkins Investment Counsel Inc | 123,628 | $15.6M | 2.25% | +7,080+6.1% | Added |
| Factory Mutual Insurance Co | 123,700 | $15.6M | 0.17% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 125,260 | $15.8M | 0.07% | +125,260 | New |
| Tamar Securities, LLC | 125,972 | $15.9M | 2.19% | −6,030−4.6% | Reduced |
| Grimes & Company, Inc. | 128,433 | $16.2M | 0.47% | −13,255−9.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 131,623 | $16.3M | 0.03% | +28,108+27.2% | Added |
| Empowered Funds, LLC | 129,683 | $16.4M | 0.24% | +54,182+71.8% | Added |
| Worldquant Millennium Advisors LLC | 131,427 | $16.6M | 0.11% | +131,427 | New |
| IFM Investors Pty Ltd | 131,438 | $16.6M | 0.17% | −15,351−10.5% | Reduced |
| Waters Parkerson & Co., LLC | 133,174 | $16.8M | 0.88% | −4,625−3.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 134,600 | $17.0M | 0.40% | −201−0.1% | Reduced |
| CIBC Asset Management Inc | 137,490 | $17.3M | 0.06% | +576+0.4% | Added |
| Modera Wealth Management, LLC | 138,795 | $17.5M | 0.21% | −1,363−1.0% | Reduced |
| Kimelman & Baird, LLC | 139,279 | $17.6M | 1.40% | +1,702+1.2% | Added |
| British Columbia Investment Management Corp | 140,277 | $17.7M | 0.11% | +18,574+15.3% | Added |
| Amalgamated Bank | 140,673 | $17.7M | 0.15% | −3,020−2.1% | Reduced |
| Hudson Bay Capital Management LP | 142,101 | $17.9M | 0.11% | +142,101 | New |
| Godsey & Gibb Associates | 142,387 | $18.0M | 1.79% | +3,879+2.8% | Added |
| Boussard & Gavaudan Investment Management LLP | 145,000 | $18.2M | 1.52% | +145,000 | New |
| CIBC Private Wealth Group, LLC | 144,896 | $18.4M | 0.03% | −9,771−6.3% | Reduced |
| ADAPT Investment Managers SA | 145,899 | $18.4M | 8.53% | +145,899 | New |
| Bridgeway Capital Management, LLC | 146,633 | $18.5M | 0.41% | +16,056+12.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 148,251 | $18.7M | 0.06% | +7,789+5.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 149,830 | $18.8M | 0.08% | +925+0.6% | Added |
| Warren Averett Asset Management, LLC | 150,428 | $19.0M | 0.29% | +65,493+77.1% | Added |
| Benjamin Edwards Inc | 150,525 | $19.0M | 0.27% | +3,714+2.5% | Added |
| Allworth Financial LP | 143,765 | $19.1M | 0.10% | +2,914+2.1% | Added |
| RSM US Wealth Management LLC | 151,789 | $19.1M | 0.27% | −1,684−1.1% | Reduced |
| Letko, Brosseau & Associates Inc | 154,369 | $19.5M | 0.38% | −833−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 155,511 | $19.6M | 0.12% | −3,949−2.5% | Reduced |
| Kestra Advisory Services, LLC | 157,339 | $19.8M | 0.11% | −18,257−10.4% | Reduced |
| Evergreen Capital Management LLC | 158,276 | $20.0M | 0.65% | +10,720+7.3% | Added |
| Retirement Systems of Alabama | 158,348 | $20.0M | 0.07% | −1,155−0.7% | Reduced |
| Czech National Bank | 158,576 | $20.0M | 0.19% | +9,356+6.3% | Added |
| Voloridge Investment Management, LLC | 159,592 | $20.1M | 0.07% | −598,663−79.0% | Reduced |
| Trexquant Investment LP | 162,502 | $20.5M | 0.24% | +162,502 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 165,042 | $20.8M | 0.07% | +23,136+16.3% | Added |
| Forsta Ap-Fonden | 165,500 | $20.9M | 0.15% | −6,100−3.6% | Reduced |
| TCW Group Inc | 165,596 | $20.9M | 0.18% | +29,411+21.6% | Added |
| Verity & Verity, LLC | 165,693 | $20.9M | 1.91% | +36,142+27.9% | Added |
| La Banque Postale Asset Management SA | 165,932 | $20.9M | 0.28% | +57,630+53.2% | Added |
| Corebridge Financial, Inc. | 168,092 | $21.2M | 0.11% | −8,329−4.7% | Reduced |
| Keybank National Association | 169,330 | $21.4M | 0.08% | −8,975−5.0% | Reduced |
| Sabal Trust CO | 171,027 | $21.6M | 1.25% | +5,005+3.0% | Added |
| Oppenheimer Asset Management Inc. | 171,143 | $21.6M | 0.26% | −24,903−12.7% | Reduced |
| Willis Investment Counsel | 171,522 | $21.6M | 1.42% | +1,721+1.0% | Added |
| AQR Capital Management LLC | 173,124 | $21.7M | 0.03% | −192,762−52.7% | Reduced |
| Nisa Investment Advisors, LLC | 174,045 | $21.9M | 0.09% | −6,356−3.5% | Reduced |
| United Services Automobile Association | 175,117 | $22.1M | 0.72% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 176,157 | $22.2M | 0.02% | −181,602−50.8% | Reduced |
| Renaissance Technologies LLC | 177,401 | $22.4M | 0.03% | −150,962−46.0% | Reduced |
| Delta Asset Management LLC | 178,681 | $22.5M | 2.02% | −1,665−0.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 180,494 | $22.8M | 3.36% | +3,721+2.1% | Added |
| Canada Pension Plan Investment Board | 182,996 | $23.1M | 0.02% | +81,485+80.3% | Added |
| Advisor Group Holdings, Inc. | 198,452 | $23.5M | 0.05% | +11,862+6.4% | Added |
| Schroder Investment Management Group | 190,286 | $23.8M | 0.02% | +12,286+6.9% | Added |
| Capital Investment Advisors, LLC | 190,695 | $24.0M | 0.49% | −12,926−6.3% | Reduced |
| Andra AP-fonden | 192,183 | $24.2M | 0.39% | +29,000+17.8% | Added |
| Blair William & Co | 192,681 | $24.3M | 0.07% | −12,518−6.1% | Reduced |
| State of Tennessee, Treasury Department | 192,987 | $24.3M | 0.09% | −8,026−4.0% | Reduced |
| MetLife Investment Management | 193,539 | $24.4M | 0.13% | +3,128+1.6% | Added |
| Teacher Retirement System of Texas | 198,121 | $25.0M | 0.09% | +111,393+128.4% | Added |
| State of Michigan Retirement System | 198,514 | $25.0M | 0.13% | −1,000−0.5% | Reduced |
| Jones Financial Companies LLLP | 201,030 | $25.3M | 0.02% | +94,237+88.2% | Added |
| Professional Advisory Services Inc | 202,811 | $25.6M | 3.53% | −1,317−0.6% | Reduced |
| Gateway Investment Advisers LLC | 205,715 | $25.9M | 0.29% | −44,203−17.7% | Reduced |
| Comerica Bank | 208,000 | $26.2M | 0.11% | −28,217−11.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 208,455 | $26.3M | 1.51% | −23,764−10.2% | Reduced |
| Clarkston Capital Partners, LLC | 209,886 | $26.5M | 0.51% | +5,792+2.8% | Added |
| Holocene Advisors, LP | 210,000 | $26.5M | 0.09% | +210,000 | New |
| Nexus Investment Management ULC | 210,600 | $26.6M | 2.66% | +7,545+3.7% | Added |
| Arizona State Retirement System | 211,390 | $26.7M | 0.16% | +2,254+1.1% | Added |
| D.A. Davidson & Co. | 214,533 | $27.1M | 0.22% | +11,054+5.4% | Added |
| Resona Asset Management Co.,Ltd. | 218,766 | $27.6M | 0.16% | −10,386−4.5% | Reduced |
| HRT Financial LP | 219,051 | $27.6M | 0.14% | +219,051 | New |
| Fidelity National Financial, Inc. | 220,000 | $27.7M | 0.56% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 220,698 | $27.8M | 0.05% | +80,290+57.2% | Added |
| USS Investment Management Ltd | 220,971 | $27.9M | 0.20% | −7,743−3.4% | Reduced |
| Glenmede Trust Co NA | 226,037 | $28.5M | 0.15% | −118,572−34.4% | Reduced |
| Alps Advisors Inc | 229,077 | $28.9M | 0.18% | −1,370−0.6% | Reduced |