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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 2,581 | $325.5K | 0.03% | +118+4.8% | Added |
| Clarius Group, LLC | 2,583 | $325.7K | 0.02% | −471−15.4% | Reduced |
| CogentBlue Wealth Advisors, LLC | 2,583 | $325.7K | 0.29% | +2,583 | New |
| Conscious Wealth Investments, LLC | 2,516 | $326.4K | 0.22% | −456−15.3% | Reduced |
| Savvy Advisors, Inc. | 2,599 | $327.7K | 0.04% | +745+40.2% | Added |
| Burns Matteson Capital Management, LLC | 2,599 | $327.7K | 0.18% | +2,599 | New |
| Peavine Capital, LLC | 2,600 | $327.9K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,603 | $328.2K | 0.05% | +913+54.0% | Added |
| Green Square Capital Advisors LLC | 2,610 | $329.1K | 0.05% | −8,697−76.9% | Reduced |
| Royal Capital Wealth Management, LLC | 2,613 | $329.5K | 0.23% | −48−1.8% | Reduced |
| Joule Financial, LLC | 2,617 | $329.9K | 0.12% | −260−9.0% | Reduced |
| Titleist Asset Management, LLC | 2,618 | $330.1K | 0.04% | −559−17.6% | Reduced |
| Country Trust Bank | 2,622 | $330.6K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,623 | $330.7K | 0.09% | +117+4.7% | Added |
| HCR Wealth Advisors | 2,629 | $331.5K | 0.04% | +2+0.1% | Added |
| Adirondack Trust Co | 2,633 | $332.0K | 0.13% | −158−5.7% | Reduced |
| Caxton Associates LP | 2,649 | $334.0K | 0.01% | −422−13.7% | Reduced |
| Pacitti Group Inc. | 2,650 | $334.1K | 0.16% | +5+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,652 | $334.4K | 0.02% | −508−16.1% | Reduced |
| Suncoast Equity Management | 2,652 | $334.4K | 0.04% | 00.0% | Unchanged |
| Finley Financial, LLC | 2,626 | $334.7K | 0.17% | +2,626 | New |
| Premier Path Wealth Partners, LLC | 2,655 | $334.8K | 0.05% | −248−8.5% | Reduced |
| New Covenant Trust Company, N.A. | 2,672 | $334.9K | 0.33% | +11+0.4% | Added |
| Silverlake Wealth Management LLC | 2,656 | $335.0K | 0.13% | −166−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 2,662 | $336.0K | 0.00% | +2,662 | New |
| Financial Engines Advisors L.L.C. | 2,665 | $336.1K | 0.00% | +2,665 | New |
| WealthShield Partners, LLC | 2,674 | $337.2K | 0.05% | −839−23.9% | Reduced |
| CHB Investment Group, LLC | 2,680 | $338.0K | 0.18% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,688 | $338.9K | 0.08% | +498+22.7% | Added |
| Guardian Partners Inc. | 2,680 | $339.7K | 0.03% | +2,680 | New |
| Wrapmanager Inc | 2,697 | $340.1K | 0.09% | −380−12.3% | Reduced |
| BluePath Capital Management, LLC | 2,721 | $340.1K | 0.19% | +2,721 | New |
| Douglas Lane & Associates, LLC | 2,702 | $340.7K | 0.00% | −186−6.4% | Reduced |
| Cornerstone Wealth Group, LLC | 2,709 | $341.6K | 0.03% | −481−15.1% | Reduced |
| Financial Management Professionals, Inc. | 2,714 | $342.2K | 0.04% | +184+7.3% | Added |
| Herold Advisors, Inc. | 2,714 | $342.4K | 0.07% | −234−7.9% | Reduced |
| Cannon Financial Strategists, Inc. | 2,719 | $342.9K | 0.06% | +137+5.3% | Added |
| LexAurum Advisors, LLC | 2,747 | $346.4K | 0.07% | +487+21.5% | Added |
| Atlas Wealth LLC | 2,751 | $346.9K | 0.13% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,752 | $347.0K | 0.16% | −50−1.8% | Reduced |
| Avestar Capital, LLC | 2,753 | $347.2K | 0.03% | +475+20.9% | Added |
| Trustco Bank Corp N Y | 2,755 | $347.4K | 0.37% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,768 | $349.0K | 0.13% | −40−1.4% | Reduced |
| Catalyst Financial Partners LLC | 2,771 | $349.4K | 0.07% | +200+7.8% | Added |
| Thomasville National Bank | 2,773 | $349.7K | 0.03% | +10+0.4% | Added |
| Haverford Financial Services, Inc. | 2,777 | $350.2K | 0.11% | −40,714−93.6% | Reduced |
| Plato Investment Management Ltd | 2,768 | $350.3K | 0.03% | +331+13.6% | Added |
| Aegis Wealth Management LLC | 2,788 | $351.6K | 0.24% | +2,788 | New |
| Golden State Equity Partners | 2,794 | $352.3K | 0.07% | −628−18.4% | Reduced |
| Pines Wealth Management, LLC | 2,861 | $352.7K | 0.15% | +2,861 | New |
| 1776 Wealth LLC | 2,803 | $353.5K | 0.16% | +2,803 | New |
| Palumbo Wealth Management LLC | 2,806 | $353.8K | 0.13% | −277−9.0% | Reduced |
| Core Alternative Capital | 2,806 | $353.8K | 0.07% | −204−6.8% | Reduced |
| IFG Advisors, LLC | 2,809 | $354.2K | 0.07% | −290−9.4% | Reduced |
| Hardy Reed LLC | 2,811 | $354.5K | 0.03% | +2,811 | New |
| Gray Wealth Management Inc. | 2,815 | $354.9K | 0.13% | −54−1.9% | Reduced |
| Choice Wealth Advisors, LLC | 2,817 | $355.3K | 0.18% | +24+0.9% | Added |
| Successful Portfolios LLC | 2,819 | $355.5K | 0.24% | −70−2.4% | Reduced |
| Kiker Wealth Management, LLC | 2,825 | $356.2K | 0.29% | +2,825 | New |
| Farmers Trust Co | 2,825 | $356.2K | 0.07% | −211−6.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,836 | $357.7K | 0.02% | −1,199−29.7% | Reduced |
| Amica Retiree Medical Trust | 2,837 | $358.0K | 0.34% | −246−8.0% | Reduced |
| AlphaMark Advisors, LLC | 2,848 | $359.0K | 0.16% | +167+6.2% | Added |
| Sterling Capital Management LLC | 2,852 | $359.6K | 0.00% | −16,719−85.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,855 | $360.0K | 0.04% | 00.0% | Unchanged |
| Claris Financial LLC | 2,871 | $362.0K | 0.24% | +2,871 | New |
| L2 Asset Management, LLC | 2,875 | $362.6K | 0.08% | −41−1.4% | Reduced |
| Yarger Wealth Strategies, LLC | 2,876 | $362.7K | 0.21% | +120+4.4% | Added |
| Cape Investment Advisory, Inc. | 2,885 | $363.8K | 0.14% | −162−5.3% | Reduced |
| WealthTrak Capital Management LLC | 2,888 | $364.2K | 0.31% | +2,888 | New |
| Jacksonville Wealth Management, LLC | 2,892 | $364.6K | 0.34% | +2,892 | New |
| Continuum Advisory, LLC | 2,893 | $364.8K | 0.05% | +9+0.3% | Added |
| Shepherd Financial Partners LLC | 2,893 | $364.9K | 0.04% | −708−19.7% | Reduced |
| Howard Bailey Securities, LLC | 2,895 | $365.0K | 0.14% | +2,895 | New |
| Heartwood Wealth Advisors LLC | 2,895 | $365.1K | 0.04% | +14+0.5% | Added |
| Keel Point, LLC | 2,898 | $365.4K | 0.03% | −150−4.9% | Reduced |
| Defined Wealth Management, LLC | 2,898 | $365.4K | 0.24% | −24−0.8% | Reduced |
| BIP Wealth, LLC | 2,900 | $365.7K | 0.02% | +2,900 | New |
| Generation Capital Management LLC | 2,909 | $366.8K | 0.31% | +2,909 | New |
| Ellis Investment Partners, LLC | 2,917 | $367.8K | 0.07% | −684−19.0% | Reduced |
| Shell Asset Management Co | 2,919 | $368.0K | 0.02% | −1,465−33.4% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $368.1K | 0.17% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,920 | $368.2K | 0.12% | −121−4.0% | Reduced |
| Malaga Cove Capital, LLC | 2,922 | $368.5K | 0.14% | 00.0% | Unchanged |
| Vista Investment Management | 2,940 | $370.7K | 0.14% | −14−0.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,946 | $371.5K | 0.33% | +337+12.9% | Added |
| Personal Cfo Solutions, LLC | 2,948 | $371.8K | 0.07% | −199−6.3% | Reduced |
| Verus Capital Partners, LLC | 2,895 | $372.2K | 0.04% | −179−5.8% | Reduced |
| Dechtman Wealth Management, LLC | 2,954 | $372.4K | 0.07% | −151−4.9% | Reduced |
| RD Lewis Holdings, Inc. | 3,308 | $374.2K | 0.41% | +3,308 | New |
| E&G Advisors, LP | 2,969 | $374.4K | 0.10% | −100−3.3% | Reduced |
| Global Assets Advisory, LLC | 3,029 | $375.2K | 0.21% | +1,097+56.8% | Added |
| Dana Investment Advisors, Inc. | 2,979 | $375.7K | 0.01% | −88−2.9% | Reduced |
| Krane Funds Advisors LLC | 2,987 | $376.7K | 0.02% | −124−4.0% | Reduced |
| Harbour Capital Advisors, LLC | 3,047 | $377.2K | 0.08% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 2,993 | $377.4K | 0.15% | +33+1.1% | Added |
| Alliance Wealth Advisors, LLC | 2,994 | $377.5K | 0.10% | −116−3.7% | Reduced |
| Sharp Financial Services, LLC | 3,015 | $380.2K | 0.29% | −615−16.9% | Reduced |
| Mason & Associates, LLC | 3,023 | $381.2K | 0.11% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,026 | $381.5K | 0.07% | −230−7.1% | Reduced |