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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 4,603 | $580.5K | 0.01% | +118+2.6% | Added |
| Main Street Financial Solutions, LLC | 4,596 | $579.6K | 0.06% | −3,994−46.5% | Reduced |
| Cohen Capital Management, Inc. | 4,585 | $578.2K | 0.10% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,585 | $578.2K | 0.02% | +15+0.3% | Added |
| High Net Worth Advisory Group LLC | 4,583 | $577.9K | 0.16% | −868−15.9% | Reduced |
| Steel Peak Wealth Management LLC | 4,580 | $577.5K | 0.02% | −27,189−85.6% | Reduced |
| Valmark Advisers, Inc. | 4,576 | $577.0K | 0.01% | −446−8.9% | Reduced |
| CFS Investment Advisory Services, LLC | 4,555 | $574.0K | 0.05% | −2,329−33.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,547 | $573.3K | 0.14% | −1,821−28.6% | Reduced |
| Verity Asset Management, Inc. | 4,658 | $571.6K | 0.32% | −2,790−37.5% | Reduced |
| Moody National Bank Trust Division | 4,523 | $570.4K | 0.06% | −6,740−59.8% | Reduced |
| Meeder Asset Management Inc | 4,500 | $567.5K | 0.04% | +4,380+3,650.0% | Added |
| Chicago Partners Investment Group LLC | 4,472 | $566.9K | 0.02% | +52+1.2% | Added |
| Foster Victor Wealth Advisors, LLC | 4,363 | $566.0K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,456 | $561.9K | 0.11% | +38+0.9% | Added |
| Ieq Capital, LLC | 4,456 | $561.9K | 0.01% | −9,136−67.2% | Reduced |
| WestHill Financial Advisors, Inc. | 4,455 | $561.8K | 0.13% | +20.0% | Added |
| Net Worth Advisory Group | 4,443 | $560.2K | 0.17% | −45−1.0% | Reduced |
| Range Financial Group LLC | 4,438 | $559.6K | 0.26% | +4,438 | New |
| Mystic Asset Management, Inc. | 4,430 | $558.6K | 0.15% | +799+22.0% | Added |
| Silver Coast Investments LLC | 4,427 | $558.2K | 0.21% | +64+1.5% | Added |
| JFS Wealth Advisors, LLC | 4,426 | $558.1K | 0.04% | +354+8.7% | Added |
| Revolve Wealth Partners, LLC | 4,422 | $557.6K | 0.08% | +75+1.7% | Added |
| Two Sigma Securities, LLC | 4,411 | $556.2K | 0.10% | +4,411 | New |
| Wealthspire Advisors, LLC | 4,411 | $556.2K | 0.01% | −287−6.1% | Reduced |
| NCM Capital Management, LLC | 4,410 | $556.1K | 0.25% | +6+0.1% | Added |
| First United Bank Trust | 4,405 | $555.5K | 0.20% | −1,045−19.2% | Reduced |
| Allred Capital Management, LLC | 4,392 | $553.9K | 0.21% | −15−0.3% | Reduced |
| Wallace Advisory Group, LLC | 4,051 | $552.3K | 0.38% | +582+16.8% | Added |
| Deseret Mutual Benefit Administrators | 4,372 | $551.3K | 0.27% | +173+4.1% | Added |
| LifeGuide Financial Advisors, LLC | 4,371 | $551.2K | 0.24% | −215−4.7% | Reduced |
| Constitution Capital LLC | 4,344 | $547.8K | 0.31% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,339 | $547.1K | 0.05% | +376+9.5% | Added |
| MWA Asset Management | 4,326 | $545.5K | 0.36% | −652−13.1% | Reduced |
| Collaborative Wealth Managment Inc. | 4,306 | $543.0K | 0.25% | +2,100+95.2% | Added |
| Patriot Investment Management Inc. | 4,300 | $542.2K | 0.04% | −709−14.2% | Reduced |
| Meyer Handelman Co | 4,300 | $542.2K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,270 | $538.4K | 0.27% | −70−1.6% | Reduced |
| Harmony Asset Management LLC | 4,268 | $538.2K | 0.21% | +4,268 | New |
| Maven Securities LTD | 4,266 | $537.9K | 0.09% | +1,796+72.7% | Added |
| Keudell/Morrison Wealth Management | 4,262 | $537.5K | 0.14% | −414−8.9% | Reduced |
| Lake Street Advisors Group, LLC | 4,255 | $536.5K | 0.02% | +185+4.5% | Added |
| Peoples Financial Services Corp. | 4,254 | $536.4K | 0.25% | −65−1.5% | Reduced |
| Forum Financial Management, LP | 4,242 | $534.9K | 0.01% | +1,223+40.5% | Added |
| Womack Financial LLC | 4,236 | $534.2K | 0.47% | +4,236 | New |
| Geller Advisors LLC | 4,211 | $531.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 4,208 | $531.0K | 0.01% | −3,288−43.9% | Reduced |
| Northcape Wealth Management, LLC | 4,207 | $530.5K | 0.17% | −14,905−78.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,205 | $530.3K | 0.11% | −404−8.8% | Reduced |
| Ambassador Advisors, LLC | 4,194 | $528.9K | 0.09% | −101−2.4% | Reduced |
| Valley National Advisers Inc | 4,192 | $528.0K | 0.09% | −186−4.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,184 | $527.7K | 0.11% | +21+0.5% | Added |
| Transcend Wealth Collective, LLC | 4,184 | $527.6K | 0.04% | −721−14.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,183 | $527.4K | 0.18% | +10+0.2% | Added |
| NWF Advisory Services Inc. | 4,137 | $521.6K | 0.08% | +1,687+68.9% | Added |
| Sittner & Nelson, LLC | 4,132 | $521.0K | 0.23% | +278+7.2% | Added |
| Powers Advisory Group, LLC | 4,131 | $521.0K | 0.26% | +111+2.8% | Added |
| Tradewinds, LLC. | 4,573 | $520.9K | 0.14% | +86+1.9% | Added |
| Ignite Planners, LLC | 4,187 | $518.3K | 0.11% | +626+17.6% | Added |
| Chicago Trust Co NA | 4,101 | $517.1K | 0.09% | −19−0.5% | Reduced |
| Private Wealth Partners, LLC | 4,100 | $517.0K | 0.04% | −350−7.9% | Reduced |
| RDA Financial Network | 4,097 | $516.6K | 0.15% | +290+7.6% | Added |
| Thoroughbred Financial Services, LLC | 4,085 | $515.0K | 0.03% | −153−3.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,081 | $514.6K | 0.14% | −186−4.4% | Reduced |
| Essential Planning, LLC. | 3,906 | $514.0K | 0.00% | +3,906 | New |
| Summit Asset Management, LLC | 4,072 | $513.5K | 0.09% | −250−5.8% | Reduced |
| Simon Quick Advisors, LLC | 4,066 | $512.8K | 0.03% | +257+6.7% | Added |
| NorthCrest Asset Manangement, LLC | 4,063 | $512.4K | 0.02% | −84,082−95.4% | Reduced |
| Diamant Asset Management, Inc. | 4,060 | $512.0K | 0.33% | 00.0% | Unchanged |
| Arjuna Capital | 4,050 | $510.7K | 0.14% | +81+2.0% | Added |
| Rogco, LP | 4,043 | $509.8K | 0.21% | +18+0.4% | Added |
| OmniStar Financial Group, Inc. | 4,044 | $509.8K | 0.41% | −919−18.5% | Reduced |
| Juncture Wealth Strategies, LLC | 4,023 | $507.2K | 0.19% | −606−13.1% | Reduced |
| Parvin Asset Management, LLC | 4,020 | $506.9K | 0.55% | +4,020 | New |
| Sentinus, LLC | 3,992 | $503.3K | 0.15% | −5,751−59.0% | Reduced |
| Central Bank & Trust Co | 3,989 | $503.0K | 0.08% | −1,673−29.5% | Reduced |
| Salvus Wealth Management, LLC | 3,984 | $502.4K | 0.32% | −314−7.3% | Reduced |
| VisionPoint Advisory Group, LLC | 4,043 | $500.8K | 0.17% | −676−14.3% | Reduced |
| Sonora Investment Management Group, LLC | 3,971 | $500.7K | 0.04% | +380+10.6% | Added |
| Barr E S & Co | 3,958 | $499.1K | 0.03% | −25−0.6% | Reduced |
| S.E.E.D. Planning Group LLC | 3,950 | $498.0K | 0.17% | +3,950 | New |
| Smith, Moore & Co. | 3,948 | $497.8K | 0.05% | −442−10.1% | Reduced |
| GTS Securities LLC | 3,929 | $495.4K | 0.02% | −60,073−93.9% | Reduced |
| Smith, Salley & Associates | 3,910 | $493.1K | 0.03% | −132−3.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,904 | $492.3K | 0.23% | −55−1.4% | Reduced |
| Seelaus Asset Management LLC | 3,899 | $491.7K | 0.45% | +3+0.1% | Added |
| Accurate Wealth Management, LLC | 3,988 | $491.6K | 0.09% | +727+22.3% | Added |
| First County Bank | 3,897 | $491.4K | 0.27% | −1,269−24.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,885 | $489.9K | 0.03% | +378+10.8% | Added |
| Greenfield Savings Bank | 3,872 | $488.3K | 0.23% | +427+12.4% | Added |
| First Nebraska Trust Co | 3,864 | $487.3K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 3,851 | $485.6K | 0.02% | −718−15.7% | Reduced |
| Guardian Investment Management | 3,800 | $479.2K | 0.35% | −275−6.7% | Reduced |
| Shum Financial Group, Inc. | 3,796 | $478.7K | 0.41% | −1,175−23.6% | Reduced |
| ISAM Funds (UK) Ltd | 3,794 | $478.4K | 0.36% | +3,794 | New |
| Journey Strategic Wealth LLC | 3,792 | $478.2K | 0.02% | +1,236+48.4% | Added |
| S.A. Mason LLC | 3,791 | $478.0K | 0.25% | −125−3.2% | Reduced |
| Berkeley Capital Partners, LLC | 3,777 | $476.3K | 0.13% | −3,939−51.0% | Reduced |
| Durante & Waters, LLC | 3,756 | $473.7K | 0.39% | +10.0% | Added |
| Profit Investment Management, LLC | 3,756 | $473.6K | 0.38% | −245−6.1% | Reduced |