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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 11,376 | $1.43M | 0.14% | +2,944+34.9% | Added |
| Teza Capital Management LLC | 11,361 | $1.43M | 0.22% | +11,361 | New |
| Quilter Plc | 11,338 | $1.43M | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 11,319 | $1.43M | 0.58% | −98−0.9% | Reduced |
| Empire Financial Management Company, LLC | 11,305 | $1.43M | 0.44% | +11,305 | New |
| Ceera Investments, LLC | 11,298 | $1.42M | 0.49% | +4,282+61.0% | Added |
| Hedges Asset Management LLC | 11,200 | $1.41M | 0.93% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 11,156 | $1.41M | 0.80% | −1,049−8.6% | Reduced |
| Mission Wealth Management, LP | 11,108 | $1.40M | 0.03% | −1,215−9.9% | Reduced |
| BTC Capital Management, Inc. | 11,103 | $1.40M | 0.13% | −2,132−16.1% | Reduced |
| Atomi Financial Group, Inc. | 11,095 | $1.40M | 0.07% | +3,440+44.9% | Added |
| Brown Miller Wealth Management, LLC | 11,088 | $1.40M | 0.54% | +172+1.6% | Added |
| McKinley Carter Wealth Services, Inc. | 11,084 | $1.40M | 0.09% | −231−2.0% | Reduced |
| Northeast Financial Consultants Inc | 11,079 | $1.40M | 0.06% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 11,076 | $1.40M | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 11,071 | $1.40M | 0.04% | +871+8.5% | Added |
| Resonant Capital Advisors, LLC | 11,054 | $1.39M | 0.10% | +159+1.5% | Added |
| Legacy Financial Advisors, Inc. | 11,046 | $1.39M | 0.23% | +2,183+24.6% | Added |
| Stone Point Wealth LLC | 11,012 | $1.39M | 0.47% | −25−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,009 | $1.39M | 0.04% | −7,773−41.4% | Reduced |
| Modern Wealth Management, LLC | 10,897 | $1.37M | 0.05% | +4,564+72.1% | Added |
| Investors Research Corp | 10,839 | $1.37M | 0.30% | −100−0.9% | Reduced |
| MUFG Securities Americas Inc. | 10,796 | $1.36M | 0.17% | +10,796 | New |
| Texas Bank & Trust Co | 10,781 | $1.36M | 0.56% | +10,781 | New |
| Abner Herrman & Brock LLC | 10,761 | $1.36M | 0.17% | −55,012−83.6% | Reduced |
| L.M. Kohn & Company | 10,727 | $1.35M | 0.35% | −981−8.4% | Reduced |
| Point72 (DIFC) Ltd | 10,724 | $1.35M | 0.12% | +10,724 | New |
| Bradley Foster & Sargent Inc | 10,636 | $1.34M | 0.02% | −164−1.5% | Reduced |
| Trustmark National Bank Trust Department | 10,617 | $1.34M | 0.10% | −1,296−10.9% | Reduced |
| Cornercap Investment Counsel Inc | 10,617 | $1.34M | 0.43% | −460−4.2% | Reduced |
| Congress Wealth Management LLC | 10,598 | $1.34M | 0.02% | −60,690−85.1% | Reduced |
| Wright Investors Service Inc | 10,575 | $1.33M | 0.43% | −7,986−43.0% | Reduced |
| Keystone Financial Group | 10,753 | $1.33M | 0.13% | +2,330+27.7% | Added |
| Anb Bank | 10,540 | $1.33M | 0.58% | +10,540 | New |
| Sandy Spring Bank | 10,510 | $1.33M | 0.05% | −239−2.2% | Reduced |
| Dakota Wealth Management | 10,490 | $1.32M | 0.03% | −570−5.2% | Reduced |
| Fiduciary Group LLC | 10,486 | $1.32M | 0.13% | −611−5.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 10,485 | $1.32M | 0.97% | −30.0% | Reduced |
| Twin Lakes Capital Management, LLC | 10,428 | $1.31M | 0.84% | −4,964−32.3% | Reduced |
| Kondo Wealth Advisors, Inc. | 9,939 | $1.31M | 0.67% | +9,939 | New |
| Perpetual Ltd | 10,409 | $1.31M | 0.02% | −6,193−37.3% | Reduced |
| Avitas Wealth Management LLC | 10,397 | $1.31M | 0.18% | −74−0.7% | Reduced |
| Daner Wealth Management, LLC | 11,369 | $1.31M | 0.96% | +11,369 | New |
| HF Advisory Group, LLC | 10,350 | $1.31M | 0.60% | +10,350 | New |
| Greenline Partners, LLC | 10,265 | $1.29M | 0.18% | −5,915−36.6% | Reduced |
| Institute for Wealth Management, LLC. | 10,234 | $1.29M | 0.16% | −2,763−21.3% | Reduced |
| Mechanics Bank Trust Department | 10,211 | $1.29M | 0.17% | −213−2.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,177 | $1.28M | 0.10% | +10,177 | New |
| Summit X, LLC | 10,168 | $1.28M | 0.28% | −1,428−12.3% | Reduced |
| GSB Wealth Management, LLC | 10,152 | $1.28M | 0.33% | −2,113−17.2% | Reduced |
| Altman Advisors, Inc. | 10,071 | $1.27M | 0.54% | +10,071 | New |
| Farther Finance Advisors, LLC | 10,041 | $1.27M | 0.05% | −1,871−15.7% | Reduced |
| Meeder Advisory Services, Inc. | 10,020 | $1.26M | 0.08% | −138−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 10,016 | $1.26M | 0.09% | +852+9.3% | Added |
| CoreCap Advisors, LLC | 9,986 | $1.26M | 0.06% | +5,179+107.7% | Added |
| Cora Capital Advisors LLC | 9,955 | $1.26M | 0.61% | −16−0.2% | Reduced |
| Copia Wealth Management | 9,846 | $1.24M | 1.18% | +9,846 | New |
| Hunter Associates Investment Management LLC | 9,785 | $1.24M | 0.19% | −2,283−18.9% | Reduced |
| Teamwork Financial Advisors, LLC | 9,790 | $1.23M | 0.16% | +3,520+56.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.23M | 0.79% | 00.0% | Unchanged |
| Moneywise, Inc. | 9,688 | $1.22M | 0.61% | 00.0% | Unchanged |
| Strategic Equity Management | 9,688 | $1.22M | 0.51% | +9,688 | New |
| Curbstone Financial Management Corp | 9,672 | $1.22M | 0.26% | +9,672 | New |
| Goldstone Financial Group, LLC | 9,653 | $1.22M | 0.19% | +25+0.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,864 | $1.22M | 0.45% | −698−6.0% | Reduced |
| Matrix Trust Co | 9,633 | $1.22M | 0.21% | −106−1.1% | Reduced |
| Financial Advocates Investment Management | 9,631 | $1.21M | 0.07% | +1,389+16.9% | Added |
| Meridian Wealth Management, LLC | 9,629 | $1.21M | 0.06% | −24−0.2% | Reduced |
| Forte Capital LLC | 9,624 | $1.21M | 0.14% | −2,296−19.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,617 | $1.21M | 0.08% | −10,185−51.4% | Reduced |
| Catalytic Wealth RIA, LLC | 9,584 | $1.21M | 0.21% | −339−3.4% | Reduced |
| Kestra Investment Management, LLC | 9,560 | $1.21M | 0.05% | +2,534+36.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,522 | $1.20M | 0.01% | −139−1.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 9,494 | $1.20M | 0.50% | +4,762+100.6% | Added |
| ForthRight Wealth Management, LLC | 9,477 | $1.20M | 0.40% | +8+0.1% | Added |
| Potomac Fund Management Inc | 9,471 | $1.19M | 0.07% | +9,471 | New |
| Belpointe Asset Management LLC | 9,210 | $1.18M | 0.07% | +1,673+22.2% | Added |
| Diversified Trust Co | 9,361 | $1.18M | 0.03% | −2,034−17.8% | Reduced |
| Rodgers Brothers Inc. | 9,355 | $1.18M | 0.15% | +40.0% | Added |
| Twin City Private Wealth, LLC | 9,305 | $1.17M | 1.04% | −1,251−11.9% | Reduced |
| Readystate Asset Management LP | 9,273 | $1.17M | 0.05% | +9,273 | New |
| PFC Capital Group, Inc. | 9,270 | $1.17M | 0.56% | −750−7.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 9,230 | $1.16M | 0.50% | −300−3.1% | Reduced |
| Cullen Investment Group, Ltd. | 9,222 | $1.16M | 0.17% | −769−7.7% | Reduced |
| Western Wealth Management, LLC | 9,172 | $1.16M | 0.06% | +379+4.3% | Added |
| Castlekeep Investment Advisors LLC | 9,172 | $1.16M | 0.81% | −140−1.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 9,148 | $1.15M | 0.72% | −600−6.2% | Reduced |
| Mitchell Sinkler & Starr | 9,137 | $1.15M | 0.31% | −878−8.8% | Reduced |
| Central Trust Co | 9,099 | $1.15M | 0.03% | −426−4.5% | Reduced |
| Integrity Alliance, LLC. | 9,062 | $1.14M | 0.12% | +9,062 | New |
| Voya Financial Advisors, Inc. | 9,021 | $1.13M | 0.12% | +17+0.2% | Added |
| Heritage Wealth Management, Inc. | 8,916 | $1.12M | 0.37% | −491−5.2% | Reduced |
| Ontario Teachers Pension Plan Board | 8,830 | $1.11M | 0.02% | +4,595+108.5% | Added |
| Equitable Holdings, Inc. | 8,823 | $1.11M | 0.01% | −2,573−22.6% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,806 | $1.11M | 0.90% | +625+7.6% | Added |
| Geneos Wealth Management Inc. | 8,757 | $1.10M | 0.04% | −304−3.4% | Reduced |
| Applied Capital LLC | 8,734 | $1.10M | 0.87% | −70−0.8% | Reduced |
| Delta Financial Group, Inc. | 8,709 | $1.10M | 0.26% | +8,709 | New |
| Beese Fulmer Investment Management, Inc. | 8,652 | $1.09M | 0.09% | +543+6.7% | Added |
| Blueshift Asset Management, LLC | 8,634 | $1.09M | 0.40% | +17+0.2% | Added |