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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 5,368 | $677.0K | 0.01% | −868−13.9% | Reduced |
| Simplicity Wealth,LLC | 5,356 | $675.4K | 0.14% | −7,600−58.7% | Reduced |
| Buck Wealth Strategies, LLC | 5,352 | $674.8K | 0.14% | +2,378+80.0% | Added |
| American Trust Investment Advisors, LLC | 5,350 | $674.6K | 0.28% | +1,310+32.4% | Added |
| Community Trust & Investment Co | 5,345 | $674.0K | 0.04% | +62+1.2% | Added |
| TCG Advisory Services, LLC | 5,329 | $672.0K | 0.03% | +29+0.5% | Added |
| Syon Capital LLC | 5,316 | $670.4K | 0.06% | +831+18.5% | Added |
| Gladstone Institutional Advisory LLC | 5,314 | $670.1K | 0.03% | +315+6.3% | Added |
| Petrus Trust Company, LTA | 5,310 | $669.6K | 0.06% | +3,332+168.5% | Added |
| Centaurus Financial, Inc. | 5,281 | $666.0K | 0.04% | +248+4.9% | Added |
| Penserra Capital Management LLC | 5,294 | $666.0K | 0.01% | +1,801+51.6% | Added |
| SC&H Financial Advisors, Inc. | 5,273 | $665.0K | 0.14% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,251 | $662.2K | 0.03% | −697−11.7% | Reduced |
| Hutner Capital Management Inc | 5,251 | $662.1K | 0.32% | −20−0.4% | Reduced |
| Westpac Banking Corp | 5,244 | $661.3K | 0.04% | −8,229−61.1% | Reduced |
| DRW Securities, LLC | 5,240 | $660.8K | 0.04% | −2,390−31.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,235 | $660.0K | 0.03% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 5,239 | $659.3K | 0.09% | +5,239 | New |
| Boyd Watterson Asset Management LLC | 5,210 | $657.0K | 0.18% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,209 | $656.9K | 0.02% | +4,854+1,367.3% | Added |
| Studio Investment Management LLC | 5,205 | $656.4K | 0.14% | −275−5.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,204 | $656.2K | 0.07% | −6−0.1% | Reduced |
| Archford Capital Strategies, LLC | 5,204 | $656.2K | 0.10% | +3+0.1% | Added |
| Absher Wealth Management, LLC | 5,196 | $655.2K | 0.09% | +553+11.9% | Added |
| Private Trust Co NA | 5,194 | $655.0K | 0.07% | −1,326−20.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,192 | $654.7K | 0.12% | −150−2.8% | Reduced |
| Hodges Capital Management Inc. | 5,188 | $654.0K | 0.04% | −28,717−84.7% | Reduced |
| Stonebridge Financial Group, LLC | 5,186 | $654.0K | 0.07% | +5,186 | New |
| Choate Investment Advisors | 5,176 | $652.7K | 0.02% | +308+6.3% | Added |
| Capital Analysts, LLC | 5,164 | $651.0K | 0.03% | +51+1.0% | Added |
| Kanawha Capital Management LLC | 5,160 | $650.7K | 0.05% | −54−1.0% | Reduced |
| FORA Capital, LLC | 5,138 | $647.9K | 0.07% | −81,008−94.0% | Reduced |
| McAdam, LLC | 5,132 | $647.2K | 0.04% | +330+6.9% | Added |
| Trust Point Inc. | 5,132 | $647.1K | 0.04% | +1,070+26.3% | Added |
| Founders Financial Alliance, LLC | 5,129 | $646.7K | 0.18% | −121−2.3% | Reduced |
| Minot DeBlois Advisors LLC | 5,114 | $644.9K | 0.59% | +5,114 | New |
| Ausdal Financial Partners, Inc. | 5,106 | $643.9K | 0.06% | +2,714+113.5% | Added |
| Legacy Capital Group California, Inc. | 5,104 | $643.6K | 0.20% | −34−0.7% | Reduced |
| Future Financial Wealth Managment LLC | 5,100 | $643.1K | 0.47% | +255+5.3% | Added |
| Ar Asset Management Inc | 5,100 | $643.0K | 0.15% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 5,086 | $641.3K | 0.44% | +63+1.3% | Added |
| Patrick Mauro Investment Advisor, INC. | 5,080 | $640.6K | 0.37% | +10+0.2% | Added |
| Cetera Trust Company, N.A | 5,079 | $640.5K | 0.42% | −65−1.3% | Reduced |
| World Equity Group, Inc. | 5,062 | $638.2K | 0.14% | +2,367+87.8% | Added |
| Discipline Wealth Solutions, LLC | 5,053 | $637.2K | 0.30% | +5,053 | New |
| Morningstar Investment Management LLC | 5,052 | $637.0K | 0.05% | +95+1.9% | Added |
| Wealth Advisory Solutions, LLC | 5,024 | $633.5K | 0.18% | −435−8.0% | Reduced |
| Panagora Asset Management Inc | 5,021 | $633.1K | 0.00% | −401−7.4% | Reduced |
| Fortress Financial Group, LLC | 5,020 | $633.1K | 0.63% | +5,020 | New |
| WSFS Capital Management, LLC | 5,010 | $631.8K | 0.03% | −1,750−25.9% | Reduced |
| B&D White Capital Company, LLC | 5,000 | $630.5K | 0.11% | −10,600−67.9% | Reduced |
| Kovack Advisors, Inc. | 4,997 | $630.1K | 0.06% | +628+14.4% | Added |
| Leo Wealth, LLC | 4,995 | $629.8K | 0.06% | +1,791+55.9% | Added |
| Reuter James Wealth Management, LLC | 4,975 | $627.3K | 0.12% | −119−2.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,600 | $626.8K | 0.01% | −31−0.7% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $626.0K | 0.31% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,731 | $623.3K | 0.02% | +192+4.2% | Added |
| First Horizon Advisors, Inc. | 4,938 | $622.8K | 0.02% | −226−4.4% | Reduced |
| Diversify Wealth Management, LLC | 5,052 | $622.8K | 0.05% | −10,090−66.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,932 | $622.0K | 0.47% | −20−0.4% | Reduced |
| Equitable Trust Co | 4,932 | $621.9K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,913 | $619.5K | 0.17% | −49−1.0% | Reduced |
| Virtue Capital Management, LLC | 4,911 | $619.3K | 0.12% | +581+13.4% | Added |
| Darwin Advisors, LLC | 4,908 | $618.9K | 0.21% | −25−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 4,989 | $617.6K | 0.03% | +109+2.2% | Added |
| Forge Financial Services LLC | 5,400 | $617.3K | 0.52% | +5,400 | New |
| LS Investment Advisors, LLC | 4,885 | $616.0K | 0.09% | −3,855−44.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,884 | $615.8K | 0.31% | −4−0.1% | Reduced |
| Ingalls & Snyder LLC | 4,871 | $614.0K | 0.02% | −1,074−18.1% | Reduced |
| ZWJ Investment Counsel Inc | 4,869 | $614.0K | 0.03% | +193+4.1% | Added |
| CBOE Vest Financial, LLC | 4,862 | $613.1K | 0.01% | +997+25.8% | Added |
| Syntax Research, Inc. | 4,858 | $612.6K | 0.44% | +949+24.3% | Added |
| Elevated Capital Advisors, LLC | 4,855 | $612.2K | 0.17% | +417+9.4% | Added |
| Byrne Asset Management LLC | 4,851 | $611.7K | 0.43% | −952−16.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,835 | $609.7K | 0.18% | +357+8.0% | Added |
| Northstar Group, Inc. | 4,817 | $607.4K | 0.10% | +40+0.8% | Added |
| Brady Martz Wealth Solutions, LLC | 4,825 | $607.1K | 0.15% | +4,825 | New |
| Solitude Financial Services | 4,800 | $605.3K | 0.26% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,800 | $605.3K | 0.15% | +4,800 | New |
| Advisors Management Group Inc | 4,791 | $604.0K | 0.14% | −40−0.8% | Reduced |
| Agate Pass Investment Management, LLC | 4,785 | $603.4K | 0.27% | +4,785 | New |
| Financial Advisory Corp | 4,757 | $600.0K | 0.22% | +2,195+85.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,735 | $597.0K | 0.05% | +1,349+39.8% | Added |
| Dynamic Technology Lab Private Ltd | 4,730 | $596.0K | 0.10% | +4,730 | New |
| Southeast Asset Advisors Inc. | 4,705 | $593.3K | 0.07% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,693 | $591.8K | 0.26% | −20.0% | Reduced |
| Chicago Capital, LLC | 4,691 | $591.5K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 4,680 | $590.1K | 0.09% | −182−3.7% | Reduced |
| Winthrop Advisory Group LLC | 4,676 | $589.7K | 0.07% | +35+0.8% | Added |
| First Financial Bank - Trust Division | 4,670 | $588.9K | 0.05% | −85−1.8% | Reduced |
| Ci Investments Inc. | 4,652 | $587.0K | 0.00% | −27,253−85.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,655 | $587.0K | 0.42% | 00.0% | Unchanged |
| City State Bank | 4,648 | $586.1K | 0.21% | +33+0.7% | Added |
| Greenwich Wealth Management LLC | 4,645 | $586.0K | 0.04% | +421+10.0% | Added |
| Fernwood Investment Management, LLC | 4,638 | $584.9K | 0.20% | +175+3.9% | Added |
| Community Bank & Trust, Waco, Texas | 4,624 | $583.0K | 0.14% | +3+0.1% | Added |
| Coign Capital Advisors LLC | 4,620 | $582.6K | 0.54% | +4,620 | New |
| Angeles Wealth Management, LLC | 4,613 | $581.7K | 0.05% | +1,829+65.7% | Added |
| apricus wealth, LLC | 4,611 | $581.4K | 0.38% | −50−1.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,608 | $581.0K | 0.14% | −257−5.3% | Reduced |