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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 229,330 | $28.9M | 0.15% | +221,399+2,791.6% | Added |
| Advisors Asset Management, Inc. | 230,749 | $29.1M | 0.54% | +19,586+9.3% | Added |
| London & Capital Asset Management Ltd | 236,624 | $29.8M | 2.54% | +2,336+1.0% | Added |
| Macquarie Group Ltd | 266,056 | $30.0M | 0.04% | −385,403−59.2% | Reduced |
| KBC Group NV | 239,471 | $30.2M | 0.08% | +108,386+82.7% | Added |
| Natixis Advisors, L.P. | 240,967 | $30.4M | 0.06% | −8,563−3.4% | Reduced |
| KLP Kapitalforvaltning AS | 242,893 | $30.6M | 0.15% | +242,893 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 246,649 | $31.1M | 0.17% | +246,649 | New |
| Creative Planning | 247,358 | $31.2M | 0.03% | +1,819+0.7% | Added |
| Zacks Investment Management | 252,117 | $31.8M | 0.29% | +57,543+29.6% | Added |
| Toronto Dominion Bank | 254,058 | $32.0M | 0.06% | −115,539−31.3% | Reduced |
| Guggenheim Capital LLC | 256,667 | $32.4M | 0.27% | +677+0.3% | Added |
| River Road Asset Management, LLC | 257,461 | $32.5M | 0.43% | +126,904+97.2% | Added |
| Cornerstone Investment Partners, LLC | 263,915 | $33.3M | 1.65% | −6,475−2.4% | Reduced |
| DnB Asset Management AS | 267,467 | $33.7M | 0.15% | +12,119+4.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 268,084 | $33.8M | 0.08% | −32,660−10.9% | Reduced |
| State of New Jersey Common Pension Fund D | 269,019 | $33.9M | 0.14% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 272,867 | $34.4M | 1.31% | +51,108+23.0% | Added |
| DekaBank Deutsche Girozentrale | 275,038 | $34.7M | 0.06% | 00.0% | Unchanged |
| Saturna Capital CORP | 274,863 | $34.7M | 0.47% | +3,368+1.2% | Added |
| Advisors Capital Management, LLC | 277,859 | $35.0M | 0.55% | −29,998−9.7% | Reduced |
| Cetera Investment Advisers | 278,681 | $35.1M | 0.07% | +16,076+6.1% | Added |
| Asset Management One Co.,Ltd. | 281,559 | $35.5M | 0.12% | +2,846+1.0% | Added |
| Credit Agricole S A | 282,494 | $35.6M | 0.12% | +168,066+146.9% | Added |
| Bahl & Gaynor Inc | 286,492 | $36.1M | 0.19% | −100,631−26.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 287,099 | $36.2M | 0.24% | +6,300+2.2% | Added |
| AXA S.A. | 290,801 | $36.7M | 0.11% | +88,501+43.7% | Added |
| Deprince Race & Zollo Inc | 292,528 | $36.9M | 0.73% | −21,256−6.8% | Reduced |
| Storebrand Asset Management AS | 294,215 | $37.1M | 0.11% | −36,251−11.0% | Reduced |
| 1832 Asset Management L.P. | 296,047 | $37.3M | 0.07% | +164,770+125.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 296,880 | $37.4M | 0.11% | +11,614+4.1% | Added |
| J. Goldman & Co LP | 297,480 | $37.5M | 1.33% | +297,480 | New |
| Swedbank AB | 298,088 | $37.6M | 0.05% | +17,579+6.3% | Added |
| Handelsbanken Fonder AB | 303,181 | $38.2M | 0.15% | +21,688+7.7% | Added |
| RNC Capital Management LLC | 305,530 | $38.5M | 2.06% | −84,770−21.7% | Reduced |
| Impax Asset Management Group plc | 307,757 | $38.8M | 0.18% | −27,549−8.2% | Reduced |
| Royal London Asset Management Ltd | 308,405 | $38.9M | 0.09% | +4,595+1.5% | Added |
| Capital CS Group, LLC | 309,106 | $39.0M | 52.06% | −5,749−1.8% | Reduced |
| CFO4Life Group, LLC | 316,288 | $39.9M | 7.01% | −3,759−1.2% | Reduced |
| First Foundation Advisors | 319,161 | $40.2M | 1.51% | −1,113−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 319,884 | $40.3M | 0.14% | −14,219−4.3% | Reduced |
| Walleye Capital LLC | 324,701 | $40.9M | 0.39% | +259,154+395.4% | Added |
| Treasurer of the State of North Carolina | 329,362 | $41.5M | 0.16% | +1,480+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 333,297 | $42.0M | 0.09% | +111,232+50.1% | Added |
| STRS Ohio | 335,017 | $42.2M | 0.17% | −9,875−2.9% | Reduced |
| SEI Investments Co | 335,671 | $42.3M | 0.05% | +4,205+1.3% | Added |
| Capital Fund Management S.A. | 343,775 | $43.4M | 0.43% | −158,576−31.6% | Reduced |
| Centric Wealth Management | 349,140 | $44.0M | 11.89% | −276−0.1% | Reduced |
| Balyasny Asset Management LLC | 355,542 | $44.8M | 0.10% | +340,021+2,190.7% | Added |
| Fairview Capital Investment Management, LLC | 363,494 | $45.8M | 2.38% | −560.0% | Reduced |
| Old Republic International Corporation | 365,600 | $46.1M | 1.82% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 367,968 | $46.1M | 3.57% | 00.0% | Unchanged |
| TD Asset Management Inc | 367,832 | $46.4M | 0.04% | +4,460+1.2% | Added |
| Hollencrest Capital Management | 369,842 | $46.6M | 1.88% | −532−0.1% | Reduced |
| Coho Partners, Ltd. | 373,036 | $47.0M | 2.16% | −110,153−22.8% | Reduced |
| Pacer Advisors, Inc. | 374,920 | $47.3M | 0.10% | +37,340+11.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 385,693 | $48.6M | 0.15% | −8,644−2.2% | Reduced |
| Citigroup Inc | 386,278 | $48.7M | 0.05% | −196,772−33.7% | Reduced |
| Standard Life Aberdeen plc | 390,719 | $48.9M | 0.09% | −20,315−4.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 388,186 | $49.0M | 0.04% | −466,091−54.6% | Reduced |
| Russell Investments Group, Ltd. | 391,291 | $49.3M | 0.07% | +64,746+19.8% | Added |
| CI Private Wealth, LLC | 395,523 | $49.5M | 0.08% | −65,168−14.1% | Reduced |
| Danske Bank A/S | 400,439 | $50.5M | 0.15% | +49,444+14.1% | Added |
| State of Wisconsin Investment Board | 417,817 | $52.7M | 0.14% | −32,790−7.3% | Reduced |
| Annie E. Casey Foundation, Inc. | 421,036 | $53.1M | 77.79% | +421,036 | New |
| Cerity Partners LLC | 418,758 | $53.2M | 0.12% | −25,037−5.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 423,026 | $53.3M | 0.13% | +60,102+16.6% | Added |
| J. Safra Sarasin Holding AG | 424,648 | $53.5M | 0.91% | +2,960+0.7% | Added |
| Pictet Asset Management Holding SA | 426,393 | $53.8M | 0.06% | +55,650+15.0% | Added |
| Colony Group, LLC | 426,706 | $53.8M | 0.14% | +61,820+16.9% | Added |
| Rockefeller Capital Management L.P. | 432,420 | $54.5M | 0.14% | +118,881+37.9% | Added |
| National Bank of Canada | 433,250 | $54.6M | 0.07% | −49,798−10.3% | Reduced |
| Stonegate Investment Group, LLC | 438,226 | $55.3M | 1.47% | +2,133+0.5% | Added |
| Bank of Nova Scotia | 439,338 | $55.4M | 0.10% | +323,327+278.7% | Added |
| Aviva PLC | 441,124 | $55.6M | 0.14% | +107,148+32.1% | Added |
| Nomura Asset Management Co Ltd | 448,905 | $56.6M | 0.17% | +5,452+1.2% | Added |
| Squarepoint Ops LLC | 461,351 | $58.2M | 0.15% | −121,971−20.9% | Reduced |
| Manchester Capital Management LLC | 493,830 | $62.3M | 7.23% | −6,634−1.3% | Reduced |
| M&T Bank Corp | 496,701 | $62.6M | 0.21% | −33,297−6.3% | Reduced |
| Equity Investment Corp | 497,714 | $62.8M | 1.47% | −23,319−4.5% | Reduced |
| Pinebridge Investments, L.P. | 498,619 | $62.9M | 0.48% | +64,321+14.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 506,090 | $63.8M | 0.12% | +21,635+4.5% | Added |
| Korea Investment CORP | 508,196 | $64.1M | 0.15% | −92,072−15.3% | Reduced |
| Great West Life Assurance Co | 519,161 | $65.4M | 0.11% | −215,259−29.3% | Reduced |
| Truist Financial Corp | 519,111 | $65.5M | 0.10% | −57,718−10.0% | Reduced |
| Janney Montgomery Scott LLC | 544,824 | $68.7M | 0.19% | −25,838−4.5% | Reduced |
| Voya Investment Management LLC | 561,761 | $70.8M | 0.07% | −13,688−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 562,656 | $71.0M | 0.08% | +199,557+55.0% | Added |
| Haverford Trust Co | 562,658 | $71.0M | 0.70% | −213,713−27.5% | Reduced |
| Jane Street Group, LLC | 563,114 | $71.0M | 0.11% | +408,322+263.8% | Added |
| Epoch Investment Partners, Inc. | 565,952 | $71.4M | 0.35% | −30,462−5.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 555,927 | $74.3M | 0.23% | +35,259+6.8% | Added |
| Baillie Gifford & Co | 593,605 | $74.9M | 0.06% | −62,429−9.5% | Reduced |
| Point72 Asset Management, L.P. | 599,759 | $75.6M | 0.21% | +599,759 | New |
| Confluence Investment Management LLC | 602,472 | $76.0M | 1.05% | −11,315−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 606,895 | $76.5M | 0.07% | +20,160+3.4% | Added |
| Boston Trust Walden Corp | 608,973 | $76.8M | 0.54% | −15,532−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 612,094 | $77.2M | 0.31% | +109,459+21.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 617,990 | $77.9M | 0.15% | +617,990 | New |
| Commonwealth Equity Services, LLC | 630,518 | $79.5M | 0.12% | +14,201+2.3% | Added |