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 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 6,832 | $861.5K | 0.47% | +6,832 | New |
| Spears Abacus Advisors LLC | 6,831 | $861.4K | 0.02% | +51+0.8% | Added |
| Essex Financial Services, Inc. | 6,807 | $858.4K | 0.06% | −1,344−16.5% | Reduced |
| BCJ Capital Management, LLC | 6,804 | $858.0K | 0.06% | +2,050+43.1% | Added |
| Wealth Alliance | 6,801 | $857.6K | 0.10% | −618−8.3% | Reduced |
| First Bank & Trust | 6,751 | $851.3K | 0.16% | +236+3.6% | Added |
| AIMZ Investment Advisors, LLC | 6,750 | $851.2K | 0.30% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 7,638 | $850.0K | 0.08% | +7,638 | New |
| Formidable Asset Management, LLC | 6,723 | $847.8K | 0.14% | −413−5.8% | Reduced |
| Diligent Investors, LLC | 6,722 | $847.6K | 0.19% | +111+1.7% | Added |
| Dark Forest Capital Management LP | 6,714 | $846.6K | 0.12% | −667−9.0% | Reduced |
| Access Investment Management LLC | 6,710 | $846.1K | 0.25% | −585−8.0% | Reduced |
| Brandes Investment Partners, LP | 6,705 | $845.5K | 0.01% | +6,705 | New |
| iA Global Asset Management Inc. | 6,703 | $845.0K | 0.01% | +1,759+35.6% | Added |
| Wolverine Asset Management LLC | 6,661 | $840.0K | 0.02% | +6,661 | New |
| Gleason Group, Inc. | 6,660 | $839.8K | 0.15% | +84+1.3% | Added |
| Symphony Financial, Ltd. Co. | 6,308 | $837.2K | 0.13% | +1,790+39.6% | Added |
| Precedent Wealth Partners, LLC | 6,625 | $835.4K | 0.27% | −301−4.3% | Reduced |
| Capital Advisors Inc | 6,614 | $834.0K | 0.02% | −2,592−28.2% | Reduced |
| Stableford Capital II LLC | 6,613 | $833.9K | 0.33% | −137−2.0% | Reduced |
| Kings Path Partners LLC | 6,605 | $832.9K | 0.36% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 6,602 | $832.5K | 0.07% | −1,399−17.5% | Reduced |
| Principle Wealth Partners LLC | 6,595 | $831.6K | 0.06% | +125+1.9% | Added |
| LM Advisors LLC | 6,580 | $830.0K | 0.15% | +6,580 | New |
| Eqis Capital Management, Inc. | 6,568 | $828.2K | 0.07% | +2,874+77.8% | Added |
| BankPlus Trust Department | 6,540 | $824.7K | 0.27% | +6,540 | New |
| Court Place Advisors, LLC | 6,507 | $820.5K | 0.27% | −2,388−26.8% | Reduced |
| Aviance Capital Partners, LLC | 6,505 | $820.3K | 0.11% | −115−1.7% | Reduced |
| GAMMA Investing LLC | 6,494 | $818.9K | 0.07% | +814+14.3% | Added |
| Roberts Glore & Co Inc | 6,463 | $815.0K | 0.24% | +375+6.2% | Added |
| Lincoln Capital LLC | 6,450 | $813.4K | 0.17% | −400−5.8% | Reduced |
| Paradigm Financial Partners, LLC | 6,430 | $810.8K | 0.10% | +177+2.8% | Added |
| Groupama Asset Managment | 6,455 | $808.9K | 0.02% | −13,240−67.2% | Reduced |
| Carlson Capital L P | 6,400 | $807.0K | 0.48% | +6,400 | New |
| Marino, Stram & Associates LLC | 6,397 | $806.6K | 0.18% | −303−4.5% | Reduced |
| Fundamentun, LLC | 6,390 | $805.9K | 0.05% | −676−9.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,370 | $803.3K | 0.82% | −400−5.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 6,315 | $796.3K | 0.43% | +1,060+20.2% | Added |
| Chapman Financial Group, LLC | 6,313 | $796.1K | 0.64% | +6,313 | New |
| San Luis Wealth Advisors LLC | 6,312 | $796.0K | 0.15% | +1,354+27.3% | Added |
| DeDora Capital, Inc. | 6,302 | $794.7K | 0.22% | +249+4.1% | Added |
| EntryPoint Capital, LLC | 6,297 | $794.1K | 0.33% | +6,297 | New |
| Rockport Wealth LLC | 6,297 | $794.0K | 0.35% | +6,297 | New |
| Moloney Securities Asset Management, LLC | 6,264 | $789.9K | 0.11% | −1,014−13.9% | Reduced |
| Optimist Retirement Group LLC | 6,252 | $788.4K | 0.37% | +3,173+103.1% | Added |
| Richwood Investment Advisors, LLC | 6,232 | $785.8K | 0.66% | −124−2.0% | Reduced |
| Emerald Advisors, LLC | 6,230 | $785.6K | 0.11% | +467+8.1% | Added |
| Sax Wealth Advisors, LLC | 6,229 | $785.5K | 0.06% | +1,476+31.1% | Added |
| LaFleur & Godfrey LLC | 6,225 | $784.9K | 0.11% | +2,401+62.8% | Added |
| Berkshire Asset Management LLC | 5,887 | $783.1K | 0.04% | −59−1.0% | Reduced |
| Total Wealth Planning & Management, Inc. | 6,180 | $779.3K | 0.77% | +6,180 | New |
| Washington Trust Co | 6,176 | $778.7K | 0.03% | −581−8.6% | Reduced |
| Essex Savings Bank | 6,149 | $775.4K | 0.19% | −204−3.2% | Reduced |
| Rothschild Investment LLC | 6,141 | $774.4K | 0.05% | +71+1.2% | Added |
| Cidel Asset Management Inc | 6,121 | $771.9K | 0.05% | +746+13.9% | Added |
| Astoria Portfolio Advisors LLC. | 6,130 | $771.4K | 0.28% | −129−2.1% | Reduced |
| Weaver Capital Management LLC | 6,071 | $765.6K | 0.22% | +1,261+26.2% | Added |
| Howland Capital Management LLC | 6,053 | $763.3K | 0.03% | −13−0.2% | Reduced |
| Csenge Advisory Group | 6,049 | $762.8K | 0.04% | −821−12.0% | Reduced |
| Tradewinds Capital Management, LLC | 6,044 | $762.2K | 0.20% | +8+0.1% | Added |
| Strategic Investment Solutions, Inc. | 4,837 | $760.6K | 0.25% | +889+22.5% | Added |
| Wealth Management Partners, LLC | 6,018 | $758.8K | 0.33% | −3,461−36.5% | Reduced |
| Intrust Bank NA | 6,012 | $758.1K | 0.08% | −144−2.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 5,982 | $754.3K | 0.15% | +5,982 | New |
| Boston Financial Mangement LLC | 5,978 | $753.9K | 0.02% | +152+2.6% | Added |
| Smartleaf Asset Management LLC | 6,015 | $753.9K | 0.08% | +1,441+31.5% | Added |
| Lakewood Asset Management LLC | 5,975 | $753.5K | 0.52% | −244−3.9% | Reduced |
| Mendel Money Management | 5,950 | $750.3K | 0.33% | −11−0.2% | Reduced |
| Norden Group LLC | 5,927 | $747.5K | 0.08% | +178+3.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 5,921 | $746.0K | 0.29% | +5,921 | New |
| Abundance Wealth Counselors | 5,900 | $744.0K | 0.16% | −829−12.3% | Reduced |
| Palisade Capital Management LLC | 5,880 | $741.5K | 0.02% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 5,845 | $737.0K | 0.72% | +5,845 | New |
| Acropolis Investment Management, LLC | 5,709 | $719.9K | 0.04% | +318+5.9% | Added |
| Parsons Capital Management Inc | 5,702 | $719.0K | 0.04% | −1,427−20.0% | Reduced |
| IFG Advisory, LLC | 5,694 | $718.0K | 0.04% | +5,694 | New |
| TrinityPoint Wealth, LLC | 5,687 | $717.2K | 0.10% | +376+7.1% | Added |
| Meiji Yasuda Life Insurance Co | 5,654 | $713.0K | 0.01% | −350−5.8% | Reduced |
| Waldron Private Wealth LLC | 5,649 | $712.5K | 0.03% | +2,403+74.0% | Added |
| Bangor Savings Bank | 5,627 | $709.6K | 0.07% | +268+5.0% | Added |
| Schechter Investment Advisors, LLC | 5,593 | $705.3K | 0.05% | −412−6.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,586 | $704.4K | 0.05% | −3,323−37.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,584 | $704.1K | 0.09% | +11+0.2% | Added |
| RPS Advisory Solutions LLC | 5,583 | $704.1K | 0.44% | +406+7.8% | Added |
| Joel Isaacson & Co., LLC | 5,578 | $703.4K | 0.03% | +286+5.4% | Added |
| Cypress Capital Advisors, LLC | 5,510 | $694.8K | 0.54% | +5,510 | New |
| Biltmore Wealth Management, LLC | 5,507 | $694.4K | 0.29% | +44+0.8% | Added |
| SevenBridge Financial Group, LLC | 6,062 | $694.2K | 0.13% | −229−3.6% | Reduced |
| Greenwood Capital Associates LLC | 5,500 | $693.6K | 0.09% | +5,500 | New |
| Wellington Shields & Co., LLC | 5,485 | $691.7K | 0.21% | +1,000+22.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 5,470 | $689.8K | 0.21% | +1,805+49.2% | Added |
| Checchi Capital Advisers, LLC | 5,455 | $687.9K | 0.05% | +166+3.1% | Added |
| 1st Source Bank | 5,431 | $684.8K | 0.04% | +44+0.8% | Added |
| Westover Capital Advisors, LLC | 5,416 | $683.0K | 0.15% | −1,748−24.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,409 | $682.1K | 0.02% | +478+9.7% | Added |
| SeaCrest Wealth Management, LLC | 5,393 | $680.1K | 0.07% | +150+2.9% | Added |
| Manske Wealth Management | 5,388 | $679.4K | 0.27% | +5,388 | New |
| Eastern Bank | 5,383 | $678.8K | 0.01% | −5,061−48.5% | Reduced |
| Mayflower Financial Advisors, LLC | 5,383 | $678.8K | 0.10% | +343+6.8% | Added |
| Lazard Asset Management LLC | 5,375 | $677.0K | 0.00% | +1,842+52.1% | Added |