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 |
|---|---|---|---|---|---|
| Guardian Investment Management | 3,800 | $479.2K | 0.35% | −275−6.7% | Reduced |
| Conning Inc. | 3,851 | $485.6K | 0.02% | −718−15.7% | Reduced |
| First Nebraska Trust Co | 3,864 | $487.3K | 0.05% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,872 | $488.3K | 0.23% | +427+12.4% | Added |
| EverSource Wealth Advisors, LLC | 3,885 | $489.9K | 0.03% | +378+10.8% | Added |
| First County Bank | 3,897 | $491.4K | 0.27% | −1,269−24.6% | Reduced |
| Accurate Wealth Management, LLC | 3,988 | $491.6K | 0.09% | +727+22.3% | Added |
| Seelaus Asset Management LLC | 3,899 | $491.7K | 0.45% | +3+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 3,904 | $492.3K | 0.23% | −55−1.4% | Reduced |
| Smith, Salley & Associates | 3,910 | $493.1K | 0.03% | −132−3.3% | Reduced |
| GTS Securities LLC | 3,929 | $495.4K | 0.02% | −60,073−93.9% | Reduced |
| Smith, Moore & Co. | 3,948 | $497.8K | 0.05% | −442−10.1% | Reduced |
| S.E.E.D. Planning Group LLC | 3,950 | $498.0K | 0.17% | +3,950 | New |
| Barr E S & Co | 3,958 | $499.1K | 0.03% | −25−0.6% | Reduced |
| Sonora Investment Management Group, LLC | 3,971 | $500.7K | 0.04% | +380+10.6% | Added |
| VisionPoint Advisory Group, LLC | 4,043 | $500.8K | 0.17% | −676−14.3% | Reduced |
| Salvus Wealth Management, LLC | 3,984 | $502.4K | 0.32% | −314−7.3% | Reduced |
| Central Bank & Trust Co | 3,989 | $503.0K | 0.08% | −1,673−29.5% | Reduced |
| Sentinus, LLC | 3,992 | $503.3K | 0.15% | −5,751−59.0% | Reduced |
| Parvin Asset Management, LLC | 4,020 | $506.9K | 0.55% | +4,020 | New |
| Juncture Wealth Strategies, LLC | 4,023 | $507.2K | 0.19% | −606−13.1% | Reduced |
| OmniStar Financial Group, Inc. | 4,044 | $509.8K | 0.41% | −919−18.5% | Reduced |
| Rogco, LP | 4,043 | $509.8K | 0.21% | +18+0.4% | Added |
| Arjuna Capital | 4,050 | $510.7K | 0.14% | +81+2.0% | Added |
| Diamant Asset Management, Inc. | 4,060 | $512.0K | 0.33% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,063 | $512.4K | 0.02% | −84,082−95.4% | Reduced |
| Simon Quick Advisors, LLC | 4,066 | $512.8K | 0.03% | +257+6.7% | Added |
| Summit Asset Management, LLC | 4,072 | $513.5K | 0.09% | −250−5.8% | Reduced |
| Essential Planning, LLC. | 3,906 | $514.0K | 0.00% | +3,906 | New |
| Shakespeare Wealth Management, Inc. | 4,081 | $514.6K | 0.14% | −186−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 4,085 | $515.0K | 0.03% | −153−3.6% | Reduced |
| RDA Financial Network | 4,097 | $516.6K | 0.15% | +290+7.6% | Added |
| Private Wealth Partners, LLC | 4,100 | $517.0K | 0.04% | −350−7.9% | Reduced |
| Chicago Trust Co NA | 4,101 | $517.1K | 0.09% | −19−0.5% | Reduced |
| Ignite Planners, LLC | 4,187 | $518.3K | 0.11% | +626+17.6% | Added |
| Tradewinds, LLC. | 4,573 | $520.9K | 0.14% | +86+1.9% | Added |
| Powers Advisory Group, LLC | 4,131 | $521.0K | 0.26% | +111+2.8% | Added |
| Sittner & Nelson, LLC | 4,132 | $521.0K | 0.23% | +278+7.2% | Added |
| NWF Advisory Services Inc. | 4,137 | $521.6K | 0.08% | +1,687+68.9% | Added |
| Gilliland Jeter Wealth Management LLC | 4,183 | $527.4K | 0.18% | +10+0.2% | Added |
| Transcend Wealth Collective, LLC | 4,184 | $527.6K | 0.04% | −721−14.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,184 | $527.7K | 0.11% | +21+0.5% | Added |
| Valley National Advisers Inc | 4,192 | $528.0K | 0.09% | −186−4.2% | Reduced |
| Ambassador Advisors, LLC | 4,194 | $528.9K | 0.09% | −101−2.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,205 | $530.3K | 0.11% | −404−8.8% | Reduced |
| Northcape Wealth Management, LLC | 4,207 | $530.5K | 0.17% | −14,905−78.0% | Reduced |
| Bollard Group LLC | 4,208 | $531.0K | 0.01% | −3,288−43.9% | Reduced |
| Geller Advisors LLC | 4,211 | $531.0K | 0.03% | 00.0% | Unchanged |
| Womack Financial LLC | 4,236 | $534.2K | 0.47% | +4,236 | New |
| Forum Financial Management, LP | 4,242 | $534.9K | 0.01% | +1,223+40.5% | Added |
| Peoples Financial Services Corp. | 4,254 | $536.4K | 0.25% | −65−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 4,255 | $536.5K | 0.02% | +185+4.5% | Added |
| Keudell/Morrison Wealth Management | 4,262 | $537.5K | 0.14% | −414−8.9% | Reduced |
| Maven Securities LTD | 4,266 | $537.9K | 0.09% | +1,796+72.7% | Added |
| Harmony Asset Management LLC | 4,268 | $538.2K | 0.21% | +4,268 | New |
| Pettee Investors, Inc. | 4,270 | $538.4K | 0.27% | −70−1.6% | Reduced |
| Patriot Investment Management Inc. | 4,300 | $542.2K | 0.04% | −709−14.2% | Reduced |
| Meyer Handelman Co | 4,300 | $542.2K | 0.02% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 4,306 | $543.0K | 0.25% | +2,100+95.2% | Added |
| MWA Asset Management | 4,326 | $545.5K | 0.36% | −652−13.1% | Reduced |
| N.E.W. Advisory Services LLC | 4,339 | $547.1K | 0.05% | +376+9.5% | Added |
| Constitution Capital LLC | 4,344 | $547.8K | 0.31% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 4,371 | $551.2K | 0.24% | −215−4.7% | Reduced |
| Deseret Mutual Benefit Administrators | 4,372 | $551.3K | 0.27% | +173+4.1% | Added |
| Wallace Advisory Group, LLC | 4,051 | $552.3K | 0.38% | +582+16.8% | Added |
| Allred Capital Management, LLC | 4,392 | $553.9K | 0.21% | −15−0.3% | Reduced |
| First United Bank Trust | 4,405 | $555.5K | 0.20% | −1,045−19.2% | Reduced |
| NCM Capital Management, LLC | 4,410 | $556.1K | 0.25% | +6+0.1% | Added |
| Wealthspire Advisors, LLC | 4,411 | $556.2K | 0.01% | −287−6.1% | Reduced |
| Two Sigma Securities, LLC | 4,411 | $556.2K | 0.10% | +4,411 | New |
| Revolve Wealth Partners, LLC | 4,422 | $557.6K | 0.08% | +75+1.7% | Added |
| JFS Wealth Advisors, LLC | 4,426 | $558.1K | 0.04% | +354+8.7% | Added |
| Silver Coast Investments LLC | 4,427 | $558.2K | 0.21% | +64+1.5% | Added |
| Mystic Asset Management, Inc. | 4,430 | $558.6K | 0.15% | +799+22.0% | Added |
| Range Financial Group LLC | 4,438 | $559.6K | 0.26% | +4,438 | New |
| Net Worth Advisory Group | 4,443 | $560.2K | 0.17% | −45−1.0% | Reduced |
| WestHill Financial Advisors, Inc. | 4,455 | $561.8K | 0.13% | +20.0% | Added |
| Ieq Capital, LLC | 4,456 | $561.9K | 0.01% | −9,136−67.2% | Reduced |
| Schnieders Capital Management LLC | 4,456 | $561.9K | 0.11% | +38+0.9% | Added |
| Foster Victor Wealth Advisors, LLC | 4,363 | $566.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,472 | $566.9K | 0.02% | +52+1.2% | Added |
| Meeder Asset Management Inc | 4,500 | $567.5K | 0.04% | +4,380+3,650.0% | Added |
| Moody National Bank Trust Division | 4,523 | $570.4K | 0.06% | −6,740−59.8% | Reduced |
| Verity Asset Management, Inc. | 4,658 | $571.6K | 0.32% | −2,790−37.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,547 | $573.3K | 0.14% | −1,821−28.6% | Reduced |
| CFS Investment Advisory Services, LLC | 4,555 | $574.0K | 0.05% | −2,329−33.8% | Reduced |
| Valmark Advisers, Inc. | 4,576 | $577.0K | 0.01% | −446−8.9% | Reduced |
| Steel Peak Wealth Management LLC | 4,580 | $577.5K | 0.02% | −27,189−85.6% | Reduced |
| High Net Worth Advisory Group LLC | 4,583 | $577.9K | 0.16% | −868−15.9% | Reduced |
| Annex Advisory Services, LLC | 4,585 | $578.2K | 0.02% | +15+0.3% | Added |
| Cohen Capital Management, Inc. | 4,585 | $578.2K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,596 | $579.6K | 0.06% | −3,994−46.5% | Reduced |
| Ancora Advisors, LLC | 4,603 | $580.5K | 0.01% | +118+2.6% | Added |
| Raab & Moskowitz Asset Management LLC | 4,608 | $581.0K | 0.14% | −257−5.3% | Reduced |
| apricus wealth, LLC | 4,611 | $581.4K | 0.38% | −50−1.1% | Reduced |
| Angeles Wealth Management, LLC | 4,613 | $581.7K | 0.05% | +1,829+65.7% | Added |
| Coign Capital Advisors LLC | 4,620 | $582.6K | 0.54% | +4,620 | New |
| Community Bank & Trust, Waco, Texas | 4,624 | $583.0K | 0.14% | +3+0.1% | Added |
| Fernwood Investment Management, LLC | 4,638 | $584.9K | 0.20% | +175+3.9% | Added |
| Greenwich Wealth Management LLC | 4,645 | $586.0K | 0.04% | +421+10.0% | Added |