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 |
|---|---|---|---|---|---|
| Safe Harbor Fiduciary, LLC | 14,041 | $1.77M | 1.80% | +45+0.3% | Added |
| Cypress Capital, LLC | 13,982 | $1.76M | 0.50% | −238−1.7% | Reduced |
| Tradition Wealth Management, LLC | 13,974 | $1.76M | 0.16% | −76−0.5% | Reduced |
| Trust Co of Toledo NA | 13,957 | $1.76M | 0.23% | −1,273−8.4% | Reduced |
| Venturi Wealth Management, LLC | 13,952 | $1.76M | 0.09% | +3,566+34.3% | Added |
| Corbyn Investment Management Inc | 13,905 | $1.75M | 0.63% | +167+1.2% | Added |
| CAPROCK Group, Inc. | 13,889 | $1.75M | 0.06% | −1,144−7.6% | Reduced |
| Sigma Planning Corp | 13,878 | $1.75M | 0.05% | +1,034+8.1% | Added |
| Fifth Third Wealth Advisors LLC | 13,767 | $1.74M | 0.09% | +4,021+41.3% | Added |
| Vise Technologies, Inc. | 13,739 | $1.73M | 0.14% | +565+4.3% | Added |
| Exencial Wealth Advisors, LLC | 13,735 | $1.73M | 0.06% | −500−3.5% | Reduced |
| Aptus Capital Advisors, LLC | 13,717 | $1.73M | 0.02% | +3,588+35.4% | Added |
| Garner Asset Management Corp | 13,687 | $1.73M | 0.80% | +692+5.3% | Added |
| Hudson Canyon Capital Management | 13,650 | $1.72M | 1.12% | +1,350+11.0% | Added |
| Prime Capital Investment Advisors, LLC | 13,650 | $1.72M | 0.03% | +2,685+24.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,654 | $1.72M | 1.65% | −339−2.4% | Reduced |
| Cypress Capital Group | 13,640 | $1.72M | 0.21% | −3,925−22.3% | Reduced |
| Ridgewood Investments LLC | 13,626 | $1.72M | 0.83% | +756+5.9% | Added |
| OV Management LLC | 13,621 | $1.72M | 0.80% | +1,161+9.3% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $1.71M | 0.43% | 00.0% | Unchanged |
| Vestcor Inc | 13,592 | $1.71M | 0.06% | −1,188−8.0% | Reduced |
| Camden Capital, LLC | 13,518 | $1.70M | 0.19% | +431+3.3% | Added |
| Alerus Financial NA | 13,508 | $1.70M | 0.13% | +316+2.4% | Added |
| Icon Wealth Advisors, LLC | 13,336 | $1.68M | 0.14% | −347−2.5% | Reduced |
| Venture Visionary Partners LLC | 13,325 | $1.68M | 0.07% | −9,778−42.3% | Reduced |
| Horst & Graben Wealth Management LLC | 13,261 | $1.67M | 0.30% | +10+0.1% | Added |
| Cherokee Insurance Co | 13,250 | $1.67M | 0.76% | +13,250 | New |
| Global Retirement Partners, LLC | 13,170 | $1.66M | 0.05% | +584+4.6% | Added |
| TD Private Client Wealth LLC | 13,169 | $1.66M | 0.05% | −3,643−21.7% | Reduced |
| Stoneridge Investment Partners LLC | 13,140 | $1.66M | 0.59% | −100−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,125 | $1.66M | 0.03% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 13,117 | $1.65M | 1.46% | +13,117 | New |
| Principal Street Partners, LLC | 13,104 | $1.65M | 0.32% | −20,450−60.9% | Reduced |
| Beacon Financial Advisory LLC | 13,056 | $1.65M | 0.54% | −1,352−9.4% | Reduced |
| Group One Trading, L.P. | 12,997 | $1.64M | 0.06% | +1,962+17.8% | Added |
| NFJ Investment Group, LLC | 12,951 | $1.63M | 0.05% | +12,951 | New |
| Hennion & Walsh Asset Management, Inc. | 12,937 | $1.63M | 0.07% | +5,241+68.1% | Added |
| Ostrum Asset Management | 12,916 | $1.63M | 0.14% | −9,089−41.3% | Reduced |
| RFG Advisory, LLC | 12,889 | $1.63M | 0.05% | +158+1.2% | Added |
| First National Advisers, LLC | 12,848 | $1.62M | 0.26% | +427+3.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 12,837 | $1.62M | 0.60% | −3,647−22.1% | Reduced |
| Sterneck Capital Management, LLC | 12,834 | $1.62M | 0.87% | −470−3.5% | Reduced |
| Harvest Portfolios Group Inc. | 12,834 | $1.62M | 0.05% | +4,834+60.4% | Added |
| Johnson Investment Counsel Inc | 12,746 | $1.61M | 0.02% | −3,040−19.3% | Reduced |
| Central Pacific Bank - Trust Division | 12,624 | $1.59M | 0.21% | 00.0% | Unchanged |
| Voleon Capital Management LP | 12,608 | $1.59M | 0.12% | +12,608 | New |
| Redwood Investment Management, LLC | 12,604 | $1.59M | 0.15% | −4,452−26.1% | Reduced |
| Rossmore Private Capital | 12,589 | $1.59M | 0.20% | −485−3.7% | Reduced |
| NorthRock Partners, LLC | 12,586 | $1.59M | 0.05% | +385+3.2% | Added |
| Kerusso Capital Management LLC | 12,569 | $1.58M | 1.01% | +27+0.2% | Added |
| Park National Corp | 12,546 | $1.58M | 0.06% | +44+0.4% | Added |
| Great Valley Advisor Group, Inc. | 12,544 | $1.58M | 0.04% | −8,504−40.4% | Reduced |
| Harbour Investments, Inc. | 12,507 | $1.58M | 0.05% | +517+4.3% | Added |
| Nixon Capital, LLC | 11,896 | $1.58M | 0.49% | +11,896 | New |
| Y-Intercept (Hong Kong) Ltd | 12,483 | $1.57M | 0.10% | +12,483 | New |
| CFC Planning Co LLC | 12,474 | $1.57M | 1.68% | +12,474 | New |
| Ables, Iannone, Moore & Associates, Inc. | 12,432 | $1.57M | 0.97% | +396+3.3% | Added |
| Level Financial Advisors, Inc. | 12,382 | $1.56M | 0.57% | +12,382 | New |
| Cordatus Wealth Management LLC | 12,365 | $1.56M | 0.41% | −251−2.0% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.55M | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,299 | $1.55M | 0.03% | −1,183−8.8% | Reduced |
| Xcel Wealth Management, LLC | 12,292 | $1.55M | 0.43% | −117−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 12,262 | $1.55M | 0.04% | −37,974−75.6% | Reduced |
| Rockland Trust Co | 12,219 | $1.54M | 0.08% | +316+2.7% | Added |
| Carson Advisory Inc. | 12,213 | $1.54M | 1.07% | −1,536−11.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,208 | $1.54M | 0.60% | −5,909−32.6% | Reduced |
| Independent Financial Group, LLC | 12,173 | $1.54M | 0.05% | +149+1.2% | Added |
| Hexagon Capital Partners LLC | 12,137 | $1.53M | 0.28% | +1,744+16.8% | Added |
| Brighton Jones LLC | 12,126 | $1.53M | 0.04% | +4,723+63.8% | Added |
| IHT Wealth Management, LLC | 12,110 | $1.53M | 0.05% | −3,660−23.2% | Reduced |
| Greenleaf Trust | 12,089 | $1.52M | 0.01% | +777+6.9% | Added |
| Coldstream Capital Management Inc | 12,074 | $1.52M | 0.03% | −953−7.3% | Reduced |
| Optimum Investment Advisors | 12,034 | $1.52M | 0.67% | −50−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 12,015 | $1.52M | 1.07% | +876+7.9% | Added |
| Stiles Financial Services Inc | 11,985 | $1.51M | 0.55% | +1,663+16.1% | Added |
| Fort Washington Investment Advisors Inc | 11,916 | $1.50M | 0.01% | −1,820−13.2% | Reduced |
| North Star Asset Management Inc | 11,896 | $1.50M | 0.07% | −3,469−22.6% | Reduced |
| Sumitomo Life Insurance Co | 11,857 | $1.50M | 0.03% | −349−2.9% | Reduced |
| Aull & Monroe Investment Management Corp | 11,830 | $1.49M | 0.76% | −850−6.7% | Reduced |
| Excalibur Management Corp | 11,829 | $1.49M | 0.59% | −277−2.3% | Reduced |
| Legacy Advisors, LLC | 11,801 | $1.49M | 0.14% | +19+0.2% | Added |
| Gifford Fong Associates | 11,800 | $1.49M | 0.37% | 00.0% | Unchanged |
| Flavin Financial Services, Inc. | 11,774 | $1.48M | 1.41% | +11,774 | New |
| Argent Advisors, Inc. | 11,753 | $1.48M | 0.55% | −419−3.4% | Reduced |
| Probity Advisors, Inc. | 11,739 | $1.48M | 0.28% | +2,846+32.0% | Added |
| CMT Capital Markets Trading GmbH | 11,723 | $1.48M | 0.88% | +11,723 | New |
| We Are One Seven, LLC | 11,629 | $1.47M | 0.06% | +61+0.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,600 | $1.46M | 0.15% | +11,600 | New |
| Regal Investment Advisors LLC | 11,567 | $1.46M | 0.11% | +662+6.1% | Added |
| Davis R M Inc | 11,558 | $1.46M | 0.03% | −70−0.6% | Reduced |
| Harvest Investment Advisors, LLC | 11,525 | $1.45M | 1.00% | −165−1.4% | Reduced |
| Intrua Financial, LLC | 11,522 | $1.45M | 0.24% | −65−0.6% | Reduced |
| Ossiam | 11,483 | $1.45M | 0.02% | +2,913+34.0% | Added |
| Roundview Capital LLC | 11,458 | $1.44M | 0.10% | −521−4.3% | Reduced |
| Arvest Investments, Inc. | 11,456 | $1.44M | 0.23% | −749−6.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,438 | $1.44M | 0.29% | −991−8.0% | Reduced |
| Clark Capital Management Group, Inc. | 11,427 | $1.44M | 0.01% | +1,440+14.4% | Added |
| Hamel Associates, Inc. | 11,420 | $1.44M | 0.46% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 11,417 | $1.44M | 0.51% | +11,417 | New |
| Montag A & Associates Inc | 11,377 | $1.43M | 0.07% | −2,740−19.4% | Reduced |