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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 8,572 | $1.08M | 0.01% | −37,529−81.4% | Reduced |
| Zevin Asset Management LLC | 8,532 | $1.08M | 0.16% | −66,526−88.6% | Reduced |
| Alpha Cubed Investments, LLC | 8,528 | $1.08M | 0.05% | −3,208−27.3% | Reduced |
| Longfellow Investment Management Co LLC | 8,467 | $1.07M | 0.27% | −543−6.0% | Reduced |
| Strategic Advisors LLC | 8,424 | $1.06M | 0.19% | −679−7.5% | Reduced |
| Wetherby Asset Management Inc | 8,400 | $1.06M | 0.05% | −2,656−24.0% | Reduced |
| Aberdeen Wealth Management LLC | 8,377 | $1.06M | 0.72% | −697−7.7% | Reduced |
| Callan Family Office, LLC | 8,363 | $1.05M | 0.07% | +6,509+351.1% | Added |
| Advance Capital Management, Inc. | 8,329 | $1.05M | 0.05% | −399−4.6% | Reduced |
| South State Corp. | 8,325 | $1.05M | 0.07% | −1,274−13.3% | Reduced |
| Corundum Group, Inc. | 8,264 | $1.04M | 0.39% | +740+9.8% | Added |
| SageView Advisory Group, LLC | 8,240 | $1.04M | 0.04% | +66+0.8% | Added |
| Larson Financial Group LLC | 8,220 | $1.04M | 0.05% | +896+12.2% | Added |
| Sava Infond d.o.o. | 8,210 | $1.04M | 0.18% | +8,210 | New |
| Consolidated Portfolio Review Corp | 8,197 | $1.03M | 0.16% | +5,784+239.7% | Added |
| City Holding Co | 8,161 | $1.03M | 0.15% | −1,620−16.6% | Reduced |
| MSH Capital Advisors LLC | 8,125 | $1.02M | 0.32% | −42−0.5% | Reduced |
| Intellectus Partners, LLC | 8,032 | $1.01M | 0.22% | −662−7.6% | Reduced |
| Access Financial Services, Inc. | 8,025 | $1.01M | 0.45% | −807−9.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,002 | $1.01M | 0.09% | −165−2.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.01M | 0.30% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 7,995 | $1.01M | 0.12% | +3,311+70.7% | Added |
| IFP Advisors, Inc | 7,933 | $1.00M | 0.03% | +5,791+270.4% | Added |
| Opinicus Capital, Inc. | 7,912 | $997.7K | 0.84% | +610+8.4% | Added |
| Mork Capital Management, LLC | 7,900 | $996.2K | 0.66% | +7,900 | New |
| Guidance Capital, Inc | 7,484 | $995.7K | 0.30% | −4,518−37.6% | Reduced |
| SOA Wealth Advisors, LLC. | 7,893 | $995.3K | 0.18% | +20.0% | Added |
| AMG National Trust Bank | 7,891 | $993.7K | 0.03% | +155+2.0% | Added |
| Purkiss Capital Advisors LLC | 7,858 | $990.9K | 0.86% | +7,858 | New |
| Galvin, Gaustad & Stein, LLC | 7,836 | $988.1K | 0.09% | 00.0% | Unchanged |
| Numerai GP LLC | 7,833 | $987.7K | 0.27% | −34,038−81.3% | Reduced |
| Proequities, Inc. | 7,439 | $986.1K | 0.06% | +696+10.3% | Added |
| Amplius Wealth Advisors, LLC | 7,816 | $985.6K | 0.10% | −30.0% | Reduced |
| TFG Advisers LLC | 7,800 | $983.6K | 0.35% | +375+5.1% | Added |
| First Citizens Bank & Trust Co | 7,776 | $980.6K | 0.02% | −286−3.5% | Reduced |
| Profund Advisors LLC | 7,759 | $978.4K | 0.04% | −1,625−17.3% | Reduced |
| Capital Square, LLC | 7,352 | $978.1K | 0.56% | +2,210+43.0% | Added |
| 111 Capital | 7,734 | $975.3K | 0.20% | +7,734 | New |
| Clear Creek Financial Management, LLC | 7,720 | $973.5K | 0.11% | +4,672+153.3% | Added |
| Ted Buchan & Co | 7,707 | $971.9K | 0.46% | +7,707 | New |
| Strategic Blueprint, LLC | 7,704 | $971.4K | 0.06% | −1,023−11.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,696 | $971.0K | 0.23% | +5+0.1% | Added |
| TCM Advisors, LLC | – | $971.0K | 0.86% | – | – |
| Norway Savings Bank | 7,692 | $970.0K | 0.54% | −80−1.0% | Reduced |
| Erste Asset Management GmbH | 7,670 | $967.3K | 0.01% | −7,626−49.9% | Reduced |
| Midland Wealth Advisors LLC | 7,669 | $967.1K | 0.06% | −528−6.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,668 | $966.9K | 0.02% | −845−9.9% | Reduced |
| Convergence Investment Partners, LLC | 7,591 | $957.2K | 0.21% | +19+0.3% | Added |
| CRA Financial Services, LLC | 7,581 | $956.0K | 0.16% | −173−2.2% | Reduced |
| Wimmer Associates 1, LLC | 7,546 | $951.6K | 0.47% | +60+0.8% | Added |
| Insigneo Advisory Services, LLC | 7,543 | $951.2K | 0.10% | −2,060−21.5% | Reduced |
| Wolff Financial Management LLC | 7,532 | $950.0K | 0.26% | +6+0.1% | Added |
| Crescent Grove Advisors, LLC | 7,487 | $944.1K | 0.09% | −181−2.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,478 | $943.0K | 0.34% | −100−1.3% | Reduced |
| Old National Bancorp | 7,475 | $942.6K | 0.02% | +331+4.6% | Added |
| Nations Financial Group Inc, | 7,450 | $939.5K | 0.07% | −116−1.5% | Reduced |
| Trust Co of Virginia | 7,441 | $938.3K | 0.09% | +30+0.4% | Added |
| First Hawaiian Bank | 7,419 | $935.5K | 0.03% | +4,009+117.6% | Added |
| Diversify Advisory Services, LLC | 7,586 | $935.3K | 0.05% | −13,498−64.0% | Reduced |
| Cigna Investments Inc | 7,407 | $934.0K | 0.16% | −101−1.3% | Reduced |
| Taylor Hoffman Capital Management LLC | 7,403 | $933.5K | 0.34% | 00.0% | Unchanged |
| Pensionfund Sabic | 7,400 | $933.0K | 0.25% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,387 | $931.5K | 0.44% | −479−6.1% | Reduced |
| Investors Asset Management of Georgia Inc | 7,387 | $931.5K | 0.45% | +150+2.1% | Added |
| Ameritas Investment Partners, Inc. | 7,339 | $925.4K | 0.03% | −248−3.3% | Reduced |
| Richard W. Paul & Associates, LLC | 7,332 | $924.6K | 0.34% | +78+1.1% | Added |
| Eaton Financial Holdings Company, LLC | 7,253 | $914.6K | 0.35% | −237−3.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 7,252 | $914.4K | 0.30% | +7,252 | New |
| Tyche Wealth Partners LLC | 7,247 | $913.9K | 0.19% | +2,927+67.8% | Added |
| Colonial Trust Co | 7,227 | $911.4K | 0.14% | +98+1.4% | Added |
| Pallas Capital Advisors LLC | 7,221 | $910.6K | 0.04% | −456−5.9% | Reduced |
| Invesco, LLC | 7,208 | $908.9K | 0.36% | −61−0.8% | Reduced |
| Watts Gwilliam & Co., LLC | 7,269 | $908.5K | 0.19% | +72+1.0% | Added |
| Harrington Investments, INC | 7,193 | $907.0K | 0.50% | −85−1.2% | Reduced |
| Howard Capital Management Inc. | 7,182 | $905.7K | 0.01% | +852+13.5% | Added |
| Jump Financial, LLC | 7,174 | $904.6K | 0.02% | +3,124+77.1% | Added |
| Raleigh Capital Management Inc. | 7,157 | $902.5K | 0.35% | −57−0.8% | Reduced |
| Clearbridge Investments, LLC | 7,152 | $901.8K | 0.00% | −808,035−99.1% | Reduced |
| Balboa Wealth Partners | 7,145 | $901.0K | 0.21% | +214+3.1% | Added |
| Silvant Capital Management LLC | 7,129 | $899.0K | 0.04% | 00.0% | Unchanged |
| Trust Investment Advisors | 7,119 | $897.7K | 0.57% | +877+14.0% | Added |
| Harbour Trust & Investment Management Co | 7,102 | $895.6K | 0.10% | −295−4.0% | Reduced |
| Brown Capital Management LLC | 7,101 | $895.4K | 0.02% | +445+6.7% | Added |
| Pinnacle West Asset Management, Inc. | 7,050 | $889.0K | 0.64% | +690+10.8% | Added |
| King Luther Capital Management Corp | 7,045 | $888.4K | 0.00% | −238−3.3% | Reduced |
| Wealth Group, Ltd. | 7,006 | $884.0K | 0.57% | +21+0.3% | Added |
| Carnegie Lake Advisors LLC | 7,005 | $883.0K | 0.36% | +855+13.9% | Added |
| Hartford Financial Management Inc. | 7,000 | $882.7K | 0.18% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,000 | $882.7K | 0.14% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 7,030 | $881.0K | 0.24% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,580 | $879.1K | 0.06% | −5,800−46.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,956 | $877.2K | 0.17% | +2,006+40.5% | Added |
| SNS Financial Group, LLC | 6,951 | $876.5K | 0.09% | −138−1.9% | Reduced |
| United Community Bank | 6,929 | $873.7K | 0.34% | +30+0.4% | Added |
| BKD Wealth Advisors, LLC | 6,917 | $872.3K | 0.02% | −167−2.4% | Reduced |
| Fortis Advisors, LLC | 6,880 | $867.6K | 0.57% | +11+0.2% | Added |
| Fiduciary Trust Co | 6,876 | $867.1K | 0.01% | −612−8.2% | Reduced |
| Alpha Omega Wealth Management LLC | 6,865 | $865.7K | 0.16% | −98−1.4% | Reduced |
| Canandaigua National Bank & Trust Co | 6,862 | $865.3K | 0.09% | −1,405−17.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,850 | $863.8K | 0.58% | 00.0% | Unchanged |