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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 340 | $42.9K | 0.01% | +24+7.6% | Added |
| Carolinas Wealth Consulting LLC | 344 | $43.3K | 0.01% | −12−3.4% | Reduced |
| Aventura Private Wealth, LLC | 345 | $43.5K | 0.02% | +345 | New |
| REAP Financial Group, LLC | 348 | $43.9K | 0.01% | +76+27.9% | Added |
| Richardson Capital Management LLC | 350 | $44.1K | 0.03% | +350 | New |
| MV Capital Management, Inc. | 361 | $45.5K | 0.00% | −233−39.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 365 | $46.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 366 | $46.2K | 0.03% | −37−9.2% | Reduced |
| S&T Bank | 370 | $46.7K | 0.01% | +370 | New |
| Hilltop National Bank | 383 | $48.3K | 0.01% | −60−13.5% | Reduced |
| Addison Advisors LLC | 391 | $49.3K | 0.01% | −899−69.7% | Reduced |
| Valued Wealth Advisors LLC | 394 | $49.7K | 0.03% | +55+16.2% | Added |
| Ramirez Asset Management, Inc. | 400 | $50.4K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 404 | $50.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 408 | $51.5K | 0.02% | +308+308.0% | Added |
| PrairieView Partners, LLC | 420 | $52.0K | 0.01% | +270+180.0% | Added |
| Pacific Center for Financial Services | 428 | $54.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 439 | $55.3K | 0.02% | +439 | New |
| SWAN Capital LLC | 439 | $55.4K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 441 | $55.6K | 0.00% | −7−1.6% | Reduced |
| Avion Wealth | 451 | $56.0K | 0.01% | +415+1,152.8% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $56.1K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 447 | $56.4K | 0.05% | +447 | New |
| JNBA Financial Advisors | 454 | $57.3K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 466 | $58.8K | 0.05% | −60−11.4% | Reduced |
| WPG Advisers, LLC | 468 | $59.0K | 0.05% | +468 | New |
| Old Second National Bank of Aurora | 469 | $59.1K | 0.01% | −6,708−93.5% | Reduced |
| Salem Investment Counselors Inc | 469 | $59.1K | 0.00% | −1,841−79.7% | Reduced |
| First Financial Corp | 471 | $59.4K | 0.03% | +317+205.8% | Added |
| Advantage Trust Co | 500 | $63.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 502 | $63.3K | 0.02% | +50+11.1% | Added |
| Christopher J. Hasenberg, Inc | 503 | $63.4K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 508 | $64.1K | 0.08% | +508 | New |
| Quarry LP | 518 | $65.3K | 0.01% | +518 | New |
| CNB Bank | 520 | $65.6K | 0.03% | −260−33.3% | Reduced |
| First Command Advisory Services, Inc. | 520 | $65.6K | 0.00% | −200−27.8% | Reduced |
| Canton Hathaway, LLC | 530 | $67.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 543 | $68.5K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 547 | $69.0K | 0.02% | +547 | New |
| Mark Sheptoff Financial Planning, LLC | 550 | $69.4K | 0.04% | −250−31.3% | Reduced |
| Quent Capital, LLC | 558 | $70.4K | 0.01% | +80+16.7% | Added |
| Arlington Trust Co LLC | 570 | $71.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 581 | $73.3K | 0.03% | −1,250−68.3% | Reduced |
| Medallion Wealth Advisors, LLC | 585 | $73.6K | 0.04% | +585 | New |
| First Pacific Financial | 585 | $73.7K | 0.02% | −257−30.5% | Reduced |
| Hall Laurie J Trustee | 600 | $75.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 596 | $75.2K | 0.02% | −300−33.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 611 | $77.0K | 0.02% | +611 | New |
| Wood Tarver Financial Group, LLC | 635 | $80.0K | 0.03% | +635 | New |
| IAG Wealth Partners, LLC | 640 | $80.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 645 | $81.3K | 0.01% | −180−21.8% | Reduced |
| Redwood Park Advisors LLC | 654 | $82.5K | 0.07% | +654 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 670 | $84.5K | 0.03% | −140−17.3% | Reduced |
| Toth Financial Advisory Corp | 686 | $86.5K | 0.01% | −23−3.2% | Reduced |
| Global Financial Private Client, LLC | 695 | $87.6K | 0.03% | −49−6.6% | Reduced |
| Union Savings Bank | 727 | $91.7K | 0.05% | −98−11.9% | Reduced |
| Strengthening Families & Communities, LLC | 753 | $95.0K | 0.05% | −12,681−94.4% | Reduced |
| Webster Bank, N. A. | 762 | $96.1K | 0.01% | −19−2.4% | Reduced |
| Rakuten Securities, Inc. | 767 | $96.7K | 0.04% | +265+52.8% | Added |
| American Capital Advisory, LLC | 774 | $97.6K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 794 | $100.1K | 0.00% | −7,847−90.8% | Reduced |
| Oarsman Capital, Inc. | 799 | $100.8K | 0.02% | −67−7.7% | Reduced |
| Westside Investment Management, Inc. | 836 | $105.4K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 842 | $106.2K | 0.06% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 850 | $107.2K | 0.02% | +850 | New |
| Plante Moran Financial Advisors, LLC | 867 | $109.3K | 0.01% | −133−13.3% | Reduced |
| Covestor Ltd | 879 | $111.0K | 0.07% | −145−14.2% | Reduced |
| Rosenberg Matthew Hamilton | 883 | $111.3K | 0.03% | −155−14.9% | Reduced |
| Davis Capital Management | 900 | $113.5K | 0.09% | −60−6.3% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $115.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 920 | $116.0K | 0.03% | +21+2.3% | Added |
| Johnson Financial Group, Inc. | 1,017 | $116.2K | 0.01% | −7,992−88.7% | Reduced |
| Paradigm Asset Management Co LLC | 924 | $116.5K | 0.03% | −20,400−95.7% | Reduced |
| Tompkins Financial Corp | 930 | $117.3K | 0.01% | −635−40.6% | Reduced |
| Asset Dedication, LLC | 940 | $118.5K | 0.01% | +60+6.8% | Added |
| Marshall Investment Management, LLC | 876 | $119.6K | 0.07% | +876 | New |
| Golden State Wealth Management, LLC | 977 | $123.2K | 0.02% | +977 | New |
| MCF Advisors LLC | 1,006 | $126.8K | 0.01% | −108−9.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $127.0K | 0.02% | −21−2.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,013 | $127.7K | 0.10% | −132−11.5% | Reduced |
| Aviso Financial Inc. | 1,020 | $128.6K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,033 | $130.0K | 0.07% | +1,033 | New |
| Park Place Capital Corp | 1,036 | $130.7K | 0.04% | −769−42.6% | Reduced |
| Tobam | 1,048 | $132.0K | 0.04% | −251−19.3% | Reduced |
| Bellevue Asset Management, LLC | 1,051 | $132.6K | 0.07% | −8−0.8% | Reduced |
| Field & Main Bank | 1,060 | $133.7K | 0.05% | −985−48.2% | Reduced |
| West Branch Capital LLC | 1,074 | $135.4K | 0.04% | −6−0.6% | Reduced |
| Creekmur Asset Management LLC | 1,090 | $137.4K | 0.03% | +11+1.0% | Added |
| Rise Advisors, LLC | 1,102 | $138.9K | 0.07% | −317−22.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,146 | $145.0K | 0.02% | +56+5.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $145.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,152 | $145.3K | 0.01% | −1,010−46.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,167 | $147.2K | 0.10% | −42,336−97.3% | Reduced |
| Centricity Wealth Management, LLC | 1,180 | $148.8K | 0.14% | +1,180 | New |
| Asset Planning,Inc | 1,189 | $149.9K | 0.11% | +1,189 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $151.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,206 | $152.1K | 0.02% | −250−17.2% | Reduced |
| Atlantic Trust, LLC | 1,216 | $153.3K | 0.03% | +5+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,222 | $155.0K | 0.07% | +6+0.5% | Added |
| Ameriflex Group, Inc. | 1,365 | $155.9K | 0.07% | +1,365 | New |