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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 3,026 | $381.6K | 0.01% | +554+22.4% | Added |
| PCG Asset Management, LLC | 3,032 | $382.3K | 0.34% | +3,032 | New |
| Oxford Asset Management LLP | 3,033 | $382.5K | 0.17% | +3,033 | New |
| Liberty Capital Management, Inc. | 3,035 | $382.7K | 0.08% | −500−14.1% | Reduced |
| Paragon Private Wealth Management, LLC | 3,047 | $384.2K | 0.18% | −904−22.9% | Reduced |
| Weaver Consulting Group | 3,053 | $385.0K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,058 | $386.0K | 0.18% | −498−14.0% | Reduced |
| Wedmont Private Capital | 3,133 | $386.3K | 0.02% | +726+30.2% | Added |
| Sugarloaf Wealth Management, LLC | 3,071 | $387.3K | 0.07% | +1,843+150.1% | Added |
| Pflug Koory, LLC | 3,072 | $387.4K | 0.20% | −215−6.5% | Reduced |
| Hancock Whitney Corp | 3,074 | $387.6K | 0.01% | +700+29.5% | Added |
| Gsa Capital Partners LLP | 3,076 | $388.0K | 0.03% | −68−2.2% | Reduced |
| Fortitude Family Office, LLC | 3,093 | $390.0K | 0.14% | −58−1.8% | Reduced |
| Kennedy Investment Group | 3,105 | $391.5K | 0.18% | −91−2.8% | Reduced |
| Vision Financial Markets LLC | 3,111 | $392.3K | 0.42% | +3,111 | New |
| Fidelis Capital Partners, LLC | 3,528 | $392.6K | 0.04% | +657+22.9% | Added |
| Weatherly Asset Management L. P. | 3,117 | $393.1K | 0.03% | +495+18.9% | Added |
| Capital Wealth Planning, LLC | 3,128 | $394.5K | 0.00% | −3,382−52.0% | Reduced |
| Liberty Wealth Management LLC | 3,130 | $394.7K | 0.07% | −48−1.5% | Reduced |
| Fortis Capital Advisors, LLC | 3,081 | $396.1K | 0.14% | −45−1.4% | Reduced |
| Segment Wealth Management, LLC | 3,142 | $396.2K | 0.03% | −201−6.0% | Reduced |
| Viawealth, LLC | 3,176 | $400.5K | 0.24% | −346−9.8% | Reduced |
| MidWestOne Financial Group, Inc. | 3,179 | $400.9K | 0.06% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 3,181 | $401.0K | 0.13% | +3,181 | New |
| Paces Ferry Wealth Advisors, LLC | 3,182 | $401.3K | 0.20% | −832−20.7% | Reduced |
| ICONIQ Capital, LLC | 3,196 | $403.0K | 0.01% | +3,196 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,209 | $404.6K | 0.03% | −46−1.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,238 | $408.0K | 0.12% | +172+5.6% | Added |
| Eaton-Cambridge Inc. | 3,238 | $408.3K | 0.18% | +98+3.1% | Added |
| Sterling Investment Counsel, LLC | 3,238 | $408.4K | 0.27% | +18+0.6% | Added |
| Raiffeisen Bank International AG | 3,267 | $409.4K | 0.01% | +3,267 | New |
| Oakworth Capital, Inc. | 3,257 | $410.7K | 0.03% | −152−4.5% | Reduced |
| LMG Wealth Partners, LLC | 3,262 | $411.4K | 0.09% | +26+0.8% | Added |
| Norris Financial Group, LLC | 3,265 | $411.7K | 0.19% | 00.0% | Unchanged |
| S&CO Inc | 3,270 | $412.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,269 | $412.3K | 0.04% | +478+17.1% | Added |
| Vista Investment Partners LLC | 3,272 | $412.6K | 0.13% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,274 | $412.8K | 0.02% | −22,551−87.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,277 | $413.2K | 0.03% | −545−14.3% | Reduced |
| GW Henssler & Associates Ltd | 3,041 | $414.6K | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,288 | $414.6K | 0.25% | +387+13.3% | Added |
| Cascade Financial Partners, LLC | 3,291 | $415.0K | 0.05% | −418−11.3% | Reduced |
| NTV Asset Management LLC | 3,294 | $415.4K | 0.05% | +3+0.1% | Added |
| Montis Financial, LLC | 3,295 | $415.5K | 0.13% | +7+0.2% | Added |
| MKT Advisors LLC | 3,211 | $416.6K | 0.18% | +32+1.0% | Added |
| Pittenger & Anderson Inc | 3,317 | $418.3K | 0.02% | −4,045−54.9% | Reduced |
| Granite Investment Partners, LLC | 3,322 | $418.9K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,327 | $419.5K | 0.01% | −122−3.5% | Reduced |
| Capital International Sarl | 3,336 | $420.7K | 0.01% | +940+39.2% | Added |
| First Affirmative Financial Network | 3,344 | $421.7K | 0.24% | −295−8.1% | Reduced |
| David Loasby | 3,422 | $421.9K | 0.04% | −728−17.5% | Reduced |
| Graypoint LLC | 3,373 | $425.3K | 0.03% | +321+10.5% | Added |
| Morris Retirement Advisors, LLC | 3,385 | $426.9K | 0.23% | −1,156−25.5% | Reduced |
| Freestone Capital Holdings, LLC | 3,387 | $427.1K | 0.01% | +150+4.6% | Added |
| Patten & Patten Inc | 3,388 | $427.2K | 0.03% | +3+0.1% | Added |
| FRG Family Wealth Advisors LLC | 3,390 | $427.5K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,395 | $428.1K | 0.03% | −643−15.9% | Reduced |
| American National Bank | 3,400 | $428.7K | 0.05% | +172+5.3% | Added |
| West Tower Group, LLC | 3,400 | $428.7K | 0.95% | +1,300+61.9% | Added |
| ORG Partners LLC | 3,393 | $429.6K | 0.06% | +3+0.1% | Added |
| Private Portfolio Partners LLC | 3,424 | $431.8K | 0.08% | +61+1.8% | Added |
| Bard Financial Services, Inc. | 3,425 | $431.9K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,445 | $434.4K | 0.11% | +789+29.7% | Added |
| Archer Investment Corp | 3,461 | $436.4K | 0.12% | −6−0.2% | Reduced |
| Kentucky Trust Co | 3,503 | $441.7K | 0.26% | +3,503 | New |
| AIA Group Ltd | 3,504 | $441.9K | 0.01% | −15,979−82.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,505 | $442.0K | 0.30% | +2+0.1% | Added |
| Roble, Belko & Company, Inc | 3,514 | $443.0K | 0.07% | +10.0% | Added |
| SageOak Financial, LLC | 3,522 | $444.1K | 0.41% | +3,522 | New |
| Childress Capital Advisors, LLC | 3,538 | $446.1K | 0.12% | +935+35.9% | Added |
| Silver Oak Securities, Inc | 3,569 | $447.3K | 0.04% | −408−10.3% | Reduced |
| HM Payson & Co | 3,558 | $448.7K | 0.01% | +45+1.3% | Added |
| Pathway Financial Advisors LLC | 3,560 | $448.9K | 0.10% | −14−0.4% | Reduced |
| Finward Bancorp | 3,560 | $448.9K | 0.39% | +3,560 | New |
| LVW Advisors, LLC | 3,562 | $449.1K | 0.06% | −949−21.0% | Reduced |
| Central Valley Advisors, LLC | 3,578 | $451.2K | 0.21% | +305+9.3% | Added |
| Simmons Bank | 3,580 | $451.4K | 0.03% | −20−0.6% | Reduced |
| Versant Capital Management, Inc | 3,583 | $451.8K | 0.10% | +89+2.5% | Added |
| Legacy Wealth Asset Management, LLC | 3,585 | $452.1K | 0.12% | −209−5.5% | Reduced |
| Journey Advisory Group, LLC | 3,326 | $455.2K | 0.05% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 3,636 | $458.5K | 0.39% | +3,636 | New |
| Claro Advisors LLC | 3,656 | $461.0K | 0.06% | −253−6.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,656 | $461.0K | 0.07% | +3,656 | New |
| Sar Wealth Management Group, LLC | 3,657 | $461.2K | 0.31% | +10.0% | Added |
| St. Johns Investment Management Company, LLC | 3,674 | $463.3K | 0.22% | −465−11.2% | Reduced |
| ABLE Financial Group, LLC | 3,683 | $464.4K | 0.14% | +3,683 | New |
| Keynote Financial Services LLC | 3,700 | $466.6K | 0.36% | +65+1.8% | Added |
| Walleye Trading LLC | 3,704 | $467.1K | 0.01% | +3,704 | New |
| Heritage Wealth Advisors | 3,707 | $467.5K | 0.02% | +11+0.3% | Added |
| Family Legacy, Inc. | 3,689 | $467.6K | 0.16% | +160+4.5% | Added |
| Franklin Street Advisors Inc | 3,717 | $469.0K | 0.03% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 3,727 | $470.0K | 0.29% | +3,727 | New |
| Centerline Wealth Advisors, LLC | 3,727 | $470.0K | 0.28% | +3,727 | New |
| Profit Investment Management, LLC | 3,756 | $473.6K | 0.38% | −245−6.1% | Reduced |
| Durante & Waters, LLC | 3,756 | $473.7K | 0.39% | +10.0% | Added |
| Berkeley Capital Partners, LLC | 3,777 | $476.3K | 0.13% | −3,939−51.0% | Reduced |
| S.A. Mason LLC | 3,791 | $478.0K | 0.25% | −125−3.2% | Reduced |
| Journey Strategic Wealth LLC | 3,792 | $478.2K | 0.02% | +1,236+48.4% | Added |
| ISAM Funds (UK) Ltd | 3,794 | $478.4K | 0.36% | +3,794 | New |
| Shum Financial Group, Inc. | 3,796 | $478.7K | 0.41% | −1,175−23.6% | Reduced |