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 |
|---|---|---|---|---|---|
| Centerline Wealth Advisors, LLC | 3,727 | $470.0K | 0.28% | +3,727 | New |
| Sylvest Advisors, LLC | 3,727 | $470.0K | 0.29% | +3,727 | New |
| Franklin Street Advisors Inc | 3,717 | $469.0K | 0.03% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,689 | $467.6K | 0.16% | +160+4.5% | Added |
| Heritage Wealth Advisors | 3,707 | $467.5K | 0.02% | +11+0.3% | Added |
| Walleye Trading LLC | 3,704 | $467.1K | 0.01% | +3,704 | New |
| Keynote Financial Services LLC | 3,700 | $466.6K | 0.36% | +65+1.8% | Added |
| ABLE Financial Group, LLC | 3,683 | $464.4K | 0.14% | +3,683 | New |
| St. Johns Investment Management Company, LLC | 3,674 | $463.3K | 0.22% | −465−11.2% | Reduced |
| Sar Wealth Management Group, LLC | 3,657 | $461.2K | 0.31% | +10.0% | Added |
| Onyx Bridge Wealth Group LLC | 3,656 | $461.0K | 0.07% | +3,656 | New |
| Claro Advisors LLC | 3,656 | $461.0K | 0.06% | −253−6.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,636 | $458.5K | 0.39% | +3,636 | New |
| Journey Advisory Group, LLC | 3,326 | $455.2K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,585 | $452.1K | 0.12% | −209−5.5% | Reduced |
| Versant Capital Management, Inc | 3,583 | $451.8K | 0.10% | +89+2.5% | Added |
| Simmons Bank | 3,580 | $451.4K | 0.03% | −20−0.6% | Reduced |
| Central Valley Advisors, LLC | 3,578 | $451.2K | 0.21% | +305+9.3% | Added |
| LVW Advisors, LLC | 3,562 | $449.1K | 0.06% | −949−21.0% | Reduced |
| Finward Bancorp | 3,560 | $448.9K | 0.39% | +3,560 | New |
| Pathway Financial Advisors LLC | 3,560 | $448.9K | 0.10% | −14−0.4% | Reduced |
| HM Payson & Co | 3,558 | $448.7K | 0.01% | +45+1.3% | Added |
| Silver Oak Securities, Inc | 3,569 | $447.3K | 0.04% | −408−10.3% | Reduced |
| Childress Capital Advisors, LLC | 3,538 | $446.1K | 0.12% | +935+35.9% | Added |
| SageOak Financial, LLC | 3,522 | $444.1K | 0.41% | +3,522 | New |
| Roble, Belko & Company, Inc | 3,514 | $443.0K | 0.07% | +10.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,505 | $442.0K | 0.30% | +2+0.1% | Added |
| AIA Group Ltd | 3,504 | $441.9K | 0.01% | −15,979−82.0% | Reduced |
| Kentucky Trust Co | 3,503 | $441.7K | 0.26% | +3,503 | New |
| Archer Investment Corp | 3,461 | $436.4K | 0.12% | −6−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,445 | $434.4K | 0.11% | +789+29.7% | Added |
| Bard Financial Services, Inc. | 3,425 | $431.9K | 0.05% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,424 | $431.8K | 0.08% | +61+1.8% | Added |
| ORG Partners LLC | 3,393 | $429.6K | 0.06% | +3+0.1% | Added |
| American National Bank | 3,400 | $428.7K | 0.05% | +172+5.3% | Added |
| West Tower Group, LLC | 3,400 | $428.7K | 0.95% | +1,300+61.9% | Added |
| Quadrant Capital Group LLC | 3,395 | $428.1K | 0.03% | −643−15.9% | Reduced |
| FRG Family Wealth Advisors LLC | 3,390 | $427.5K | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,388 | $427.2K | 0.03% | +3+0.1% | Added |
| Freestone Capital Holdings, LLC | 3,387 | $427.1K | 0.01% | +150+4.6% | Added |
| Morris Retirement Advisors, LLC | 3,385 | $426.9K | 0.23% | −1,156−25.5% | Reduced |
| Graypoint LLC | 3,373 | $425.3K | 0.03% | +321+10.5% | Added |
| David Loasby | 3,422 | $421.9K | 0.04% | −728−17.5% | Reduced |
| First Affirmative Financial Network | 3,344 | $421.7K | 0.24% | −295−8.1% | Reduced |
| Capital International Sarl | 3,336 | $420.7K | 0.01% | +940+39.2% | Added |
| Bridges Investment Management Inc | 3,327 | $419.5K | 0.01% | −122−3.5% | Reduced |
| Granite Investment Partners, LLC | 3,322 | $418.9K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,317 | $418.3K | 0.02% | −4,045−54.9% | Reduced |
| MKT Advisors LLC | 3,211 | $416.6K | 0.18% | +32+1.0% | Added |
| Montis Financial, LLC | 3,295 | $415.5K | 0.13% | +7+0.2% | Added |
| NTV Asset Management LLC | 3,294 | $415.4K | 0.05% | +3+0.1% | Added |
| Cascade Financial Partners, LLC | 3,291 | $415.0K | 0.05% | −418−11.3% | Reduced |
| Kolinsky Wealth Management, LLC | 3,288 | $414.6K | 0.25% | +387+13.3% | Added |
| GW Henssler & Associates Ltd | 3,041 | $414.6K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 3,277 | $413.2K | 0.03% | −545−14.3% | Reduced |
| CWA Asset Management Group, LLC | 3,274 | $412.8K | 0.02% | −22,551−87.3% | Reduced |
| Vista Investment Partners LLC | 3,272 | $412.6K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,269 | $412.3K | 0.04% | +478+17.1% | Added |
| S&CO Inc | 3,270 | $412.0K | 0.03% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 3,265 | $411.7K | 0.19% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,262 | $411.4K | 0.09% | +26+0.8% | Added |
| Oakworth Capital, Inc. | 3,257 | $410.7K | 0.03% | −152−4.5% | Reduced |
| Raiffeisen Bank International AG | 3,267 | $409.4K | 0.01% | +3,267 | New |
| Sterling Investment Counsel, LLC | 3,238 | $408.4K | 0.27% | +18+0.6% | Added |
| Eaton-Cambridge Inc. | 3,238 | $408.3K | 0.18% | +98+3.1% | Added |
| Lester Murray Antman dba SimplyRich | 3,238 | $408.0K | 0.12% | +172+5.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,209 | $404.6K | 0.03% | −46−1.4% | Reduced |
| ICONIQ Capital, LLC | 3,196 | $403.0K | 0.01% | +3,196 | New |
| Paces Ferry Wealth Advisors, LLC | 3,182 | $401.3K | 0.20% | −832−20.7% | Reduced |
| Chase Investment Counsel Corp | 3,181 | $401.0K | 0.13% | +3,181 | New |
| MidWestOne Financial Group, Inc. | 3,179 | $400.9K | 0.06% | 00.0% | Unchanged |
| Viawealth, LLC | 3,176 | $400.5K | 0.24% | −346−9.8% | Reduced |
| Segment Wealth Management, LLC | 3,142 | $396.2K | 0.03% | −201−6.0% | Reduced |
| Fortis Capital Advisors, LLC | 3,081 | $396.1K | 0.14% | −45−1.4% | Reduced |
| Liberty Wealth Management LLC | 3,130 | $394.7K | 0.07% | −48−1.5% | Reduced |
| Capital Wealth Planning, LLC | 3,128 | $394.5K | 0.00% | −3,382−52.0% | Reduced |
| Weatherly Asset Management L. P. | 3,117 | $393.1K | 0.03% | +495+18.9% | Added |
| Fidelis Capital Partners, LLC | 3,528 | $392.6K | 0.04% | +657+22.9% | Added |
| Vision Financial Markets LLC | 3,111 | $392.3K | 0.42% | +3,111 | New |
| Kennedy Investment Group | 3,105 | $391.5K | 0.18% | −91−2.8% | Reduced |
| Fortitude Family Office, LLC | 3,093 | $390.0K | 0.14% | −58−1.8% | Reduced |
| Gsa Capital Partners LLP | 3,076 | $388.0K | 0.03% | −68−2.2% | Reduced |
| Hancock Whitney Corp | 3,074 | $387.6K | 0.01% | +700+29.5% | Added |
| Pflug Koory, LLC | 3,072 | $387.4K | 0.20% | −215−6.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,071 | $387.3K | 0.07% | +1,843+150.1% | Added |
| Wedmont Private Capital | 3,133 | $386.3K | 0.02% | +726+30.2% | Added |
| Sentry Investment Management LLC | 3,058 | $386.0K | 0.18% | −498−14.0% | Reduced |
| Weaver Consulting Group | 3,053 | $385.0K | 0.12% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,047 | $384.2K | 0.18% | −904−22.9% | Reduced |
| Liberty Capital Management, Inc. | 3,035 | $382.7K | 0.08% | −500−14.1% | Reduced |
| Oxford Asset Management LLP | 3,033 | $382.5K | 0.17% | +3,033 | New |
| PCG Asset Management, LLC | 3,032 | $382.3K | 0.34% | +3,032 | New |
| GeoWealth Management, LLC | 3,026 | $381.6K | 0.01% | +554+22.4% | Added |
| Dividend Assets Capital, LLC | 3,026 | $381.5K | 0.07% | −230−7.1% | Reduced |
| Mason & Associates, LLC | 3,023 | $381.2K | 0.11% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 3,015 | $380.2K | 0.29% | −615−16.9% | Reduced |
| Alliance Wealth Advisors, LLC | 2,994 | $377.5K | 0.10% | −116−3.7% | Reduced |
| Vance Wealth, Inc. | 2,993 | $377.4K | 0.15% | +33+1.1% | Added |
| Harbour Capital Advisors, LLC | 3,047 | $377.2K | 0.08% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 2,987 | $376.7K | 0.02% | −124−4.0% | Reduced |