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 |
|---|---|---|---|---|---|
| Holistic Planning, LLC | 2,097 | $264.4K | 0.10% | −65−3.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,099 | $264.7K | 0.04% | +2,099 | New |
| Compass Wealth Management LLC | 2,100 | $264.8K | 0.06% | −525−20.0% | Reduced |
| Evexia Wealth LLC | 2,351 | $266.0K | 0.09% | +228+10.7% | Added |
| Tucker Asset Management LLC | 2,111 | $266.2K | 0.03% | −991−31.9% | Reduced |
| SFMG, LLC | 2,122 | $267.5K | 0.02% | +487+29.8% | Added |
| Sachetta, LLC | 2,127 | $268.2K | 0.11% | −49−2.3% | Reduced |
| Haven Capital Group, Inc. | 2,127 | $268.2K | 0.25% | +2,127 | New |
| Bill Few Associates, Inc. | 2,138 | $269.6K | 0.09% | −214−9.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,140 | $269.8K | 0.09% | −57−2.6% | Reduced |
| Gibbs Wealth Management | 2,148 | $270.9K | 0.07% | +231+12.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,149 | $271.0K | 0.01% | +10.0% | Added |
| Walker Financial Services, Inc. | 1,910 | $272.0K | 0.16% | −306−13.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,171 | $273.8K | 0.05% | −185−7.9% | Reduced |
| Colonial River Wealth Management, LLC | 2,177 | $274.5K | 0.13% | −126−5.5% | Reduced |
| Blueprint Investment Partners LLC | 2,183 | $275.3K | 0.04% | +2,183 | New |
| Richards, Merrill & Peterson, Inc. | 2,186 | $275.7K | 0.14% | +2,186 | New |
| Bridgefront Capital, LLC | 2,190 | $276.2K | 0.09% | +2,190 | New |
| Lynx Investment Advisory | 2,192 | $276.4K | 0.19% | −64−2.8% | Reduced |
| Catalina Capital Group, LLC | 2,192 | $276.4K | 0.09% | −104−4.5% | Reduced |
| Optas, LLC | 2,198 | $277.2K | 0.06% | +456+26.2% | Added |
| Parkside Financial Bank & Trust | 2,203 | $277.7K | 0.04% | −788−26.3% | Reduced |
| Sterling Financial Planning, Inc. | 2,203 | $277.9K | 0.10% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,204 | $277.9K | 0.10% | +389+21.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,209 | $278.6K | 0.04% | −698−24.0% | Reduced |
| West Family Investments, Inc. | 2,224 | $280.4K | 0.10% | +2,224 | New |
| TBH Global Asset Management, LLC | 2,246 | $283.2K | 0.07% | +66+3.0% | Added |
| Alta Capital Management LLC | 2,246 | $283.3K | 0.02% | −20,781−90.2% | Reduced |
| Oakland Financial Corp | 2,250 | $283.7K | 3.25% | +2,250 | New |
| LGT Group Foundation | 2,251 | $283.9K | 0.00% | −32,591−93.5% | Reduced |
| Glen Eagle Advisors, LLC | 2,258 | $284.7K | 0.05% | −594−20.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,259 | $285.0K | 0.00% | −52,059−95.8% | Reduced |
| ZEGA Investments, LLC | 2,143 | $285.1K | 0.08% | +2,143 | New |
| Guardian Wealth Advisors, LLC | 2,261 | $285.1K | 0.02% | +16+0.7% | Added |
| Lyell Wealth Management, LP | 2,263 | $285.4K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,278 | $287.3K | 0.05% | −25−1.1% | Reduced |
| Tennessee Valley Asset Management Partners | 2,294 | $289.2K | 0.05% | +6+0.3% | Added |
| Davidson Trust Co | 2,305 | $290.7K | 0.15% | −60−2.5% | Reduced |
| Quest Partners LLC | 2,308 | $291.0K | 0.04% | −45−1.9% | Reduced |
| Hickory Point Bank & Trust | 2,310 | $291.3K | 0.26% | +2,310 | New |
| 360 Financial, Inc. | 2,311 | $291.4K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,315 | $291.9K | 0.05% | +2,315 | New |
| Massachusetts Wealth Management | 2,320 | $292.6K | 0.18% | −25−1.1% | Reduced |
| Ritholtz Wealth Management | 2,322 | $292.8K | 0.01% | −535−18.7% | Reduced |
| Wynn Capital, LLC | 2,324 | $293.1K | 0.19% | +589+33.9% | Added |
| Grove Bank & Trust | 2,329 | $293.7K | 0.04% | +131+6.0% | Added |
| Thrive Wealth Management, LLC | 2,330 | $293.8K | 0.05% | −998−30.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,340 | $295.0K | 0.03% | −1,243−34.7% | Reduced |
| waypoint wealth counsel | 2,342 | $295.3K | 0.19% | −64−2.7% | Reduced |
| Green Harvest Asset Management LLC | 2,345 | $295.7K | 0.01% | −60−2.5% | Reduced |
| Sollinda Capital Management LLC | 2,355 | $297.0K | 0.08% | +60+2.6% | Added |
| Atlas Brown,Inc. | 2,362 | $297.9K | 0.10% | −24−1.0% | Reduced |
| Howard Financial Services, Ltd. | 2,369 | $298.7K | 0.04% | +348+17.2% | Added |
| Breakwater Capital Group | 2,380 | $300.1K | 0.06% | +166+7.5% | Added |
| Chancellor Financial Group WB LP | 2,380 | $300.1K | 0.24% | +2,380 | New |
| Bingham Private Wealth, LLC | 2,384 | $300.6K | 0.32% | +2,384 | New |
| Plancorp, LLC | 2,387 | $300.9K | 0.01% | +419+21.3% | Added |
| Ransom Advisory, Ltd | 2,387 | $301.0K | 0.14% | +850+55.3% | Added |
| Alta Advisers Ltd | 2,394 | $301.9K | 0.19% | +494+26.0% | Added |
| Wealth Management Associates, Inc. | 2,395 | $302.0K | 0.13% | +7+0.3% | Added |
| Evoke Wealth, LLC | 2,399 | $302.5K | 0.01% | +491+25.7% | Added |
| Bank of Jackson Hole Trust | 2,401 | $302.8K | 0.20% | +2,401 | New |
| Allegheny Financial Group LTD | 2,409 | $303.8K | 0.08% | −37−1.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 2,410 | $303.9K | 0.09% | +2,410 | New |
| Wealth Quarterback LLC | 2,418 | $304.9K | 0.14% | −183−7.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,425 | $305.8K | 0.07% | −40−1.6% | Reduced |
| Sheets Smith Wealth Management | 2,430 | $306.4K | 0.04% | +602+32.9% | Added |
| Global Trust Asset Management, LLC | 2,448 | $308.7K | 0.12% | −312−11.3% | Reduced |
| RIA Advisory Group LLC | 2,454 | $309.4K | 0.11% | +367+17.6% | Added |
| Fortis Group Advisors, LLC | 2,461 | $310.3K | 0.06% | −6−0.2% | Reduced |
| Shufro Rose & Co LLC | 2,465 | $310.8K | 0.02% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,485 | $313.3K | 0.06% | +2,485 | New |
| CoreFirst Bank & Trust | 2,492 | $314.2K | 0.19% | −165−6.2% | Reduced |
| Traynor Capital Management, Inc. | 2,496 | $314.8K | 0.02% | −1,118−30.9% | Reduced |
| Corps Capital Advisors, LLC | 2,500 | $315.3K | 0.32% | +2,500 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,503 | $315.6K | 0.18% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,505 | $315.9K | 0.01% | +954+61.5% | Added |
| Austin Asset Management Co Inc | 2,505 | $315.9K | 0.06% | 00.0% | Unchanged |
| Cambiar Investors LLC | 2,513 | $316.9K | 0.01% | −63−2.4% | Reduced |
| Ti-Trust, Inc | 2,515 | $317.1K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,519 | $317.7K | 0.15% | +116+4.8% | Added |
| LCNB Corp | 2,520 | $317.8K | 0.12% | −233−8.5% | Reduced |
| Coordinated Financial Services, Inc. | 2,521 | $317.9K | 0.25% | +2,521 | New |
| Old Mission Investment Co LLC | 2,535 | $319.7K | 0.10% | −19−0.7% | Reduced |
| Center for Financial Planning, Inc. | 2,537 | $319.9K | 0.04% | −585−18.7% | Reduced |
| Aaron Wealth Advisors | 2,538 | $320.0K | 0.04% | +477+23.1% | Added |
| Lifeworks Advisors, LLC | 2,546 | $321.0K | 0.06% | +145+6.0% | Added |
| Delta Financial Advisors LLC | 2,548 | $321.4K | 0.12% | −31−1.2% | Reduced |
| Spirit of America Management Corp | 2,550 | $321.6K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,552 | $321.8K | 0.03% | +2,552 | New |
| Colonial Trust Advisors | 2,552 | $321.8K | 0.03% | +206+8.8% | Added |
| McGuire Investment Group, LLC | 2,554 | $322.1K | 0.05% | −8−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,559 | $322.7K | 0.18% | +94+3.8% | Added |
| Strategic Wealth Partners, Ltd. | 2,802 | $323.7K | 0.03% | −1,315−31.9% | Reduced |
| Bridgewealth Advisory Group, LLC | 2,800 | $323.8K | 0.09% | +2,800 | New |
| OneAscent Financial Services LLC | 2,571 | $324.0K | 0.03% | +305+13.5% | Added |
| Platform Technology Partners | 2,570 | $324.1K | 0.10% | +323+14.4% | Added |
| FLC Capital Advisors | 2,572 | $324.3K | 0.07% | −40−1.5% | Reduced |
| HHM Wealth Advisors, LLC | 2,574 | $324.6K | 0.04% | +1,198+87.1% | Added |
| Fiduciary Alliance LLC | 2,580 | $325.3K | 0.03% | +2,580 | New |