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 |
|---|---|---|---|---|---|
| 1248 Management, LLC | 1,818 | $229.3K | 0.10% | +1,818 | New |
| Severin Investments, LLC | 1,819 | $229.3K | 0.23% | +1,819 | New |
| Smithfield Trust Co | 1,830 | $230.0K | 0.01% | −195−9.6% | Reduced |
| TRUE Private Wealth Advisors | 1,825 | $230.2K | 0.03% | +17+0.9% | Added |
| SignalPoint Asset Management, LLC | 1,828 | $230.5K | 0.06% | −95−4.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,828 | $230.5K | 0.03% | +11+0.6% | Added |
| Haven Private, LLC | 1,836 | $231.5K | 0.13% | +1,836 | New |
| Dumont & Blake Investment Advisors LLC | 1,838 | $231.8K | 0.06% | −113−5.8% | Reduced |
| Roxbury Financial LLC | 1,714 | $232.7K | 0.22% | +1,714 | New |
| AGH Wealth Advisors, LLC | 1,849 | $233.2K | 0.22% | +1,849 | New |
| Rahlfs Capital, LLC | 1,850 | $233.3K | 0.23% | +1,850 | New |
| Veracity Capital LLC | 1,854 | $233.7K | 0.09% | −199−9.7% | Reduced |
| Red Wave Investments LLC | 1,854 | $233.8K | 0.08% | +15+0.8% | Added |
| Vertex Planning Partners, LLC | 1,858 | $234.3K | 0.05% | −129−6.5% | Reduced |
| Creative Financial Designs Inc | 1,861 | $234.6K | 0.02% | −444−19.3% | Reduced |
| HBW Advisory Services LLC | 1,864 | $235.0K | 0.03% | −132−6.6% | Reduced |
| Horan Securities, Inc. | 1,864 | $235.1K | 0.09% | −86−4.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,873 | $236.2K | 0.07% | −446−19.2% | Reduced |
| NovaPoint Capital, LLC | 1,874 | $236.3K | 0.07% | +200+11.9% | Added |
| Leisure Capital Management | 1,876 | $236.6K | 0.09% | −53−2.7% | Reduced |
| BankPlus Wealth Management LLC | 1,878 | $236.8K | 0.18% | +1,878 | New |
| Sawgrass Asset Management LLC | 1,878 | $236.8K | 0.03% | −89−4.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,883 | $237.4K | 0.01% | −89−4.5% | Reduced |
| Gerber, LLC | 1,885 | $237.7K | 0.17% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 1,886 | $237.8K | 0.31% | +1,886 | New |
| WMS Partners, LLC | 1,896 | $239.0K | 0.01% | +62+3.4% | Added |
| Northeast Financial Group, Inc. | 1,897 | $239.2K | 0.09% | −32−1.7% | Reduced |
| Crestmont Private Wealth LLC | 1,902 | $239.8K | 0.11% | +106+5.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 1,906 | $240.3K | 0.25% | −1,184−38.3% | Reduced |
| Hoxton Planning & Management, LLC | 1,911 | $240.9K | 0.09% | +23+1.2% | Added |
| Oak Hill Wealth Advisors, LLC | 1,912 | $241.2K | 0.06% | +1,912 | New |
| Liberty Square Wealth Partners LLC | 2,078 | $241.5K | 0.09% | +2,078 | New |
| Beacon Investment Advisory Services, Inc. | 1,918 | $241.9K | 0.01% | −1,255−39.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,925 | $242.7K | 0.17% | +20+1.0% | Added |
| Bank Ozk | 1,927 | $243.0K | 0.10% | −2,047−51.5% | Reduced |
| Nicolet Bankshares Inc | 1,934 | $243.9K | 0.06% | −364−15.8% | Reduced |
| Onefund, LLC | 1,938 | $244.4K | 0.23% | +15+0.8% | Added |
| Latitude Advisors, LLC | 1,940 | $244.6K | 0.14% | +120+6.6% | Added |
| Marshall Financial Group LLC | 1,944 | $245.1K | 0.06% | −11−0.6% | Reduced |
| Paulson Wealth Management Inc. | 1,945 | $245.3K | 0.07% | −935−32.5% | Reduced |
| PFS Partners, LLC | 1,947 | $245.6K | 0.13% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,948 | $245.6K | 0.16% | +16+0.8% | Added |
| IMS Capital Management | 1,954 | $246.4K | 0.11% | −390−16.6% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $246.5K | 0.13% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,956 | $246.7K | 0.10% | +129+7.1% | Added |
| Aries Wealth Management | 1,956 | $246.7K | 0.07% | 00.0% | Unchanged |
| GWN Securities Inc. | 1,859 | $247.4K | 0.07% | +1,859 | New |
| Pure Portfolios Holdings LLC | 1,963 | $247.5K | 0.09% | −192−8.9% | Reduced |
| Headlands Technologies LLC | 1,968 | $248.2K | 0.02% | +1,968 | New |
| Nautilus Advisors LLC | 1,971 | $248.5K | 0.20% | +1,971 | New |
| Beaton Management Co. Inc. | 1,974 | $249.0K | 0.13% | −300−13.2% | Reduced |
| RB Capital Management, LLC | 1,975 | $249.0K | 0.06% | +135+7.3% | Added |
| Certified Advisory Corp | 1,976 | $249.1K | 0.03% | −16−0.8% | Reduced |
| Icapital Wealth LLC | 1,988 | $250.7K | 0.14% | +1,988 | New |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $251.6K | 0.04% | 00.0% | Unchanged |
| Alpha Family Trust | 1,995 | $251.6K | 0.14% | +1,995 | New |
| Harbor Advisors LLC | 2,000 | $252.2K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,000 | $252.2K | 0.15% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $252.2K | 0.02% | +2,000 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,010 | $253.0K | 0.00% | −569−22.1% | Reduced |
| James J. Burns & Company, LLC | 2,006 | $253.0K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 2,009 | $253.3K | 0.20% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,010 | $253.5K | 0.11% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 2,020 | $254.7K | 0.12% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 2,021 | $254.8K | 0.26% | +2,021 | New |
| ERTS Wealth Advisors, LLC | 2,021 | $254.8K | 0.05% | −563−21.8% | Reduced |
| Altus Wealth Group LLC | 2,022 | $255.0K | 0.11% | +89+4.6% | Added |
| US Asset Management LLC | 2,023 | $255.0K | 0.23% | −125−5.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,022 | $255.0K | 0.03% | −194−8.8% | Reduced |
| Embree Financial Group | 2,023 | $255.1K | 0.04% | −362−15.2% | Reduced |
| Meridian Wealth Advisors, LLC | 2,029 | $255.9K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,032 | $256.3K | 0.01% | −151−6.9% | Reduced |
| Monument Capital Management | 2,033 | $256.4K | 0.07% | +38+1.9% | Added |
| Winebrenner Capital Management LLC | 2,034 | $256.5K | 0.20% | +2,034 | New |
| Cobblestone Capital Advisors LLC | 2,035 | $256.6K | 0.01% | −436−17.6% | Reduced |
| Bank & Trust Co | 2,038 | $257.0K | 0.22% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,035 | $257.0K | 0.13% | −1,427−41.2% | Reduced |
| Human Investing LLC | 2,039 | $257.1K | 0.05% | −607−22.9% | Reduced |
| Busey Wealth Management | 2,040 | $257.2K | 0.01% | −462−18.5% | Reduced |
| Detalus Advisors, LLC | 2,044 | $257.7K | 0.08% | −106−4.9% | Reduced |
| First PREMIER Bank | 2,053 | $258.0K | 0.07% | +1,153+128.1% | Added |
| Inceptionr LLC | 2,046 | $258.0K | 0.06% | −7,077−77.6% | Reduced |
| Sunpointe, LLC | 2,050 | $258.5K | 0.13% | −127−5.8% | Reduced |
| Cohen & Steers, Inc. | 2,054 | $259.0K | 0.00% | +104+5.3% | Added |
| Copperwynd Financial, LLC | 2,060 | $259.8K | 0.07% | −44−2.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,061 | $259.9K | 0.10% | −233−10.2% | Reduced |
| Laffer Tengler Investments | 2,066 | $260.5K | 0.05% | +250+13.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,068 | $260.8K | 0.01% | 00.0% | Unchanged |
| King Wealth | 2,066 | $261.0K | 0.04% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 2,070 | $261.0K | 0.13% | −285−12.1% | Reduced |
| Somerset Trust Co | 2,070 | $261.0K | 0.10% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 2,070 | $261.1K | 0.06% | +14+0.7% | Added |
| Encompass More Asset Management | 2,072 | $261.3K | 0.09% | +32+1.6% | Added |
| Williams Jones Wealth Management, LLC. | 2,074 | $261.5K | 0.00% | −134−6.1% | Reduced |
| GenTrust, LLC | 2,076 | $261.8K | 0.01% | +74+3.7% | Added |
| Lane & Associates LLC | 2,292 | $261.8K | 0.14% | +41+1.8% | Added |
| Johnson & White Wealth Management, LLC | 2,125 | $263.0K | 0.16% | +2,125 | New |
| Traphagen Investment Advisors LLC | 2,088 | $263.3K | 0.03% | +2+0.1% | Added |
| Atlas Legacy Advisors, LLC | 2,090 | $263.5K | 0.06% | +2,090 | New |
| JT Stratford LLC | 2,097 | $264.4K | 0.04% | −996−32.2% | Reduced |