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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 1,259 | $158.8K | 0.01% | +352+38.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,260 | $158.9K | 0.05% | +5+0.4% | Added |
| Peterson Wealth Services | 1,262 | $159.1K | 0.05% | +11+0.9% | Added |
| Crews Bank & Trust | 1,263 | $159.3K | 0.03% | +1,263 | New |
| Murphy & Mullick Capital Management Corp | 1,265 | $159.6K | 0.15% | +1,265 | New |
| Lavaca Capital LLC | 1,279 | $161.3K | 0.07% | +1,279 | New |
| Flagship Wealth Advisors, LLC | 1,281 | $161.5K | 0.09% | +1,281 | New |
| Missouri Trust & Investment Co | 1,285 | $162.0K | 0.06% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,300 | $163.9K | 0.06% | +920+242.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,321 | $167.0K | 0.06% | −100−7.0% | Reduced |
| Bullock Wealth Management Group | 1,335 | $168.4K | 0.10% | −509−27.6% | Reduced |
| Elgethun Capital Management | 1,365 | $172.1K | 0.04% | +17+1.3% | Added |
| New Wave Wealth Advisors LLC | 1,378 | $173.8K | 0.07% | −246−15.1% | Reduced |
| Skopos Labs, Inc. | 1,379 | $173.8K | 0.05% | −1,082−44.0% | Reduced |
| Chesapeake Asset Management LLC | 1,380 | $174.0K | 0.16% | −11−0.8% | Reduced |
| U S Global Investors Inc | 1,391 | $175.4K | 0.02% | −108−7.2% | Reduced |
| Payden & Rygel | 1,400 | $177.0K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,407 | $177.4K | 0.01% | +1,407 | New |
| South Plains Financial, Inc. | 1,425 | $179.7K | 0.14% | +1,425 | New |
| Spurstone Advisory Services, LLC | 1,453 | $183.2K | 3.49% | +1,453 | New |
| PSI Advisors, LLC | 1,456 | $183.6K | 0.05% | +1,207+484.7% | Added |
| Concord Wealth Partners | 1,474 | $185.9K | 0.03% | −5,508−78.9% | Reduced |
| Members Capital Advisors Inc | 1,481 | $186.8K | 0.17% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,537 | $193.8K | 0.05% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,558 | $196.5K | 0.11% | +481+44.7% | Added |
| Wellington Shields Capital Management, LLC | 1,562 | $197.0K | 0.03% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,565 | $197.3K | 0.15% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,575 | $199.0K | 0.02% | +210+15.4% | Added |
| Kercheville Advisors, LLC | 1,587 | $200.1K | 0.08% | +50+3.3% | Added |
| MN Wealth Advisors, LLC | 1,586 | $200.1K | 0.11% | −14−0.9% | Reduced |
| Next Level Private LLC | 1,598 | $201.5K | 0.08% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,600 | $201.8K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,600 | $201.8K | 0.00% | +1,591+17,677.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,601 | $201.9K | 0.06% | −727−31.2% | Reduced |
| FourThought Financial Partners, LLC | 1,603 | $202.2K | 0.02% | +1,603 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,607 | $202.6K | 0.01% | −830−34.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,608 | $202.8K | 0.03% | −176−9.9% | Reduced |
| Tandem Investment Advisors, Inc. | 1,613 | $203.0K | 0.01% | −50−3.0% | Reduced |
| Callan Capital, LLC | 1,612 | $203.3K | 0.01% | −377−19.0% | Reduced |
| PharVision Advisers, LLC | 1,614 | $203.5K | 0.17% | +1,614 | New |
| WealthCare Investment Partners, LLC | 1,643 | $203.6K | 0.09% | +74+4.7% | Added |
| Legacy Bridge, LLC | 1,618 | $204.0K | 0.11% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,629 | $205.0K | 0.00% | +1,629 | New |
| MTM Investment Management, LLC | 1,631 | $205.7K | 0.08% | −361−18.1% | Reduced |
| Fort Sheridan Advisors LLC | 1,636 | $206.3K | 0.03% | +1,636 | New |
| Aspiriant, LLC | 1,641 | $207.0K | 0.01% | −302−15.5% | Reduced |
| Aspire Capital Advisors LLC | 1,650 | $208.0K | 0.06% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,667 | $210.3K | 0.23% | +1,667 | New |
| First Heartland Consultants, Inc. | 1,668 | $210.3K | 0.02% | +1,668 | New |
| Peoples Bank | 1,668 | $210.3K | 0.15% | 00.0% | Unchanged |
| Coastline Trust Co | 1,670 | $210.6K | 0.02% | −8−0.5% | Reduced |
| Castleview Partners, LLC | 1,704 | $211.1K | 0.11% | +57+3.5% | Added |
| First American Trust, FSB | 1,675 | $211.2K | 0.02% | −317−15.9% | Reduced |
| Pacific Sage Partners, LLC | 1,677 | $211.5K | 0.05% | +77+4.8% | Added |
| Financial Enhancement Group LLC | 1,697 | $212.1K | 0.03% | +1,697 | New |
| Quadrant Private Wealth Management, LLC | 1,684 | $212.4K | 0.05% | +202+13.6% | Added |
| Ellenbecker Investment Group | 1,692 | $213.4K | 0.04% | +4+0.2% | Added |
| Gradient Investments LLC | 1,693 | $213.5K | 0.00% | +183+12.1% | Added |
| Foster & Motley Inc | 1,700 | $214.0K | 0.01% | −458−21.2% | Reduced |
| Trust Co | 1,700 | $214.4K | 0.02% | +262+18.2% | Added |
| Great Lakes Advisors, LLC | 1,704 | $214.8K | 0.00% | −71−4.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,706 | $215.0K | 0.01% | −775−31.2% | Reduced |
| Indiana Trust & Investment Management CO | 1,709 | $215.5K | 0.07% | +17+1.0% | Added |
| Bond & Devick Financial Network, Inc. | 1,581 | $215.6K | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,715 | $216.2K | 0.03% | −135−7.3% | Reduced |
| New Hampshire Trust | 1,725 | $217.5K | 0.05% | −644−27.2% | Reduced |
| Convergence Financial, LLC | 1,728 | $217.9K | 0.04% | +88+5.4% | Added |
| Boston Family Office LLC | 1,725 | $218.0K | 0.01% | −1,936−52.9% | Reduced |
| MA Private Wealth | 1,731 | $218.3K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,734 | $218.7K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,735 | $218.7K | 0.02% | +1,735 | New |
| LBMC Investment Advisors, LLC | 1,736 | $218.9K | 0.02% | +38+2.2% | Added |
| Hudson Capital Management LLC | 1,736 | $218.9K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,739 | $219.2K | 0.02% | −84−4.6% | Reduced |
| Evermay Wealth Management LLC | 1,750 | $220.7K | 0.03% | −925−34.6% | Reduced |
| Integrity Financial Corp | 1,754 | $221.2K | 0.13% | −100−5.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,763 | $222.3K | 0.01% | −1,234−41.2% | Reduced |
| Bray Capital Advisors | 1,764 | $222.5K | 0.06% | +11+0.6% | Added |
| Forza Wealth Management, LLC | 1,767 | $222.8K | 0.10% | +17+1.0% | Added |
| Univest Financial Corp | 1,768 | $222.9K | 0.01% | −711−28.7% | Reduced |
| Accredited Wealth Management, LLC | 1,768 | $223.0K | 0.20% | +1,768 | New |
| Nemes Rush Group LLC | 1,769 | $223.0K | 0.03% | −9,524−84.3% | Reduced |
| AlTi Global, Inc. | 1,768 | $223.1K | 0.01% | −603−25.4% | Reduced |
| Kathmere Capital Management, LLC | 1,770 | $223.2K | 0.02% | +201+12.8% | Added |
| FDx Advisors, Inc. | 1,774 | $224.0K | 0.07% | −57−3.1% | Reduced |
| Sather Financial Group Inc | 1,779 | $224.3K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,784 | $224.9K | 0.11% | +20+1.1% | Added |
| Pinnacle Bancorp, Inc. | 1,785 | $225.1K | 0.07% | −45−2.5% | Reduced |
| Oak Asset Management, LLC | 1,786 | $225.2K | 0.08% | 00.0% | Unchanged |
| Gimbal Financial | 1,790 | $225.7K | 0.18% | −2−0.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,794 | $226.2K | 0.03% | −246−12.1% | Reduced |
| West Paces Advisors Inc. | 1,795 | $226.4K | 0.06% | −210−10.5% | Reduced |
| R Squared Ltd | 1,796 | $226.5K | 0.22% | +1,796 | New |
| Granite FO LLC | 1,800 | $227.0K | 0.13% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,801 | $227.1K | 0.00% | −548−23.3% | Reduced |
| First Western Trust Bank | 1,804 | $227.5K | 0.01% | −117−6.1% | Reduced |
| WealthPLAN Partners, LLC | 1,807 | $227.8K | 0.03% | +193+12.0% | Added |
| E Fund Management Co., Ltd. | 1,810 | $228.2K | 0.01% | +1,810 | New |
| Buckhead Capital Management LLC | 1,812 | $228.5K | 0.07% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 1,816 | $229.0K | 0.14% | +1,816 | New |