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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 2,979 | $375.7K | 0.01% | −88−2.9% | Reduced |
| Global Assets Advisory, LLC | 3,029 | $375.2K | 0.21% | +1,097+56.8% | Added |
| E&G Advisors, LP | 2,969 | $374.4K | 0.10% | −100−3.3% | Reduced |
| RD Lewis Holdings, Inc. | 3,308 | $374.2K | 0.41% | +3,308 | New |
| Dechtman Wealth Management, LLC | 2,954 | $372.4K | 0.07% | −151−4.9% | Reduced |
| Verus Capital Partners, LLC | 2,895 | $372.2K | 0.04% | −179−5.8% | Reduced |
| Personal Cfo Solutions, LLC | 2,948 | $371.8K | 0.07% | −199−6.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,946 | $371.5K | 0.33% | +337+12.9% | Added |
| Vista Investment Management | 2,940 | $370.7K | 0.14% | −14−0.5% | Reduced |
| Malaga Cove Capital, LLC | 2,922 | $368.5K | 0.14% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,920 | $368.2K | 0.12% | −121−4.0% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $368.1K | 0.17% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,919 | $368.0K | 0.02% | −1,465−33.4% | Reduced |
| Ellis Investment Partners, LLC | 2,917 | $367.8K | 0.07% | −684−19.0% | Reduced |
| Generation Capital Management LLC | 2,909 | $366.8K | 0.31% | +2,909 | New |
| BIP Wealth, LLC | 2,900 | $365.7K | 0.02% | +2,900 | New |
| Defined Wealth Management, LLC | 2,898 | $365.4K | 0.24% | −24−0.8% | Reduced |
| Keel Point, LLC | 2,898 | $365.4K | 0.03% | −150−4.9% | Reduced |
| Heartwood Wealth Advisors LLC | 2,895 | $365.1K | 0.04% | +14+0.5% | Added |
| Howard Bailey Securities, LLC | 2,895 | $365.0K | 0.14% | +2,895 | New |
| Shepherd Financial Partners LLC | 2,893 | $364.9K | 0.04% | −708−19.7% | Reduced |
| Continuum Advisory, LLC | 2,893 | $364.8K | 0.05% | +9+0.3% | Added |
| Jacksonville Wealth Management, LLC | 2,892 | $364.6K | 0.34% | +2,892 | New |
| WealthTrak Capital Management LLC | 2,888 | $364.2K | 0.31% | +2,888 | New |
| Cape Investment Advisory, Inc. | 2,885 | $363.8K | 0.14% | −162−5.3% | Reduced |
| Yarger Wealth Strategies, LLC | 2,876 | $362.7K | 0.21% | +120+4.4% | Added |
| L2 Asset Management, LLC | 2,875 | $362.6K | 0.08% | −41−1.4% | Reduced |
| Claris Financial LLC | 2,871 | $362.0K | 0.24% | +2,871 | New |
| Marble Harbor Investment Counsel, LLC | 2,855 | $360.0K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,852 | $359.6K | 0.00% | −16,719−85.4% | Reduced |
| AlphaMark Advisors, LLC | 2,848 | $359.0K | 0.16% | +167+6.2% | Added |
| Amica Retiree Medical Trust | 2,837 | $358.0K | 0.34% | −246−8.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,836 | $357.7K | 0.02% | −1,199−29.7% | Reduced |
| Farmers Trust Co | 2,825 | $356.2K | 0.07% | −211−6.9% | Reduced |
| Kiker Wealth Management, LLC | 2,825 | $356.2K | 0.29% | +2,825 | New |
| Successful Portfolios LLC | 2,819 | $355.5K | 0.24% | −70−2.4% | Reduced |
| Choice Wealth Advisors, LLC | 2,817 | $355.3K | 0.18% | +24+0.9% | Added |
| Gray Wealth Management Inc. | 2,815 | $354.9K | 0.13% | −54−1.9% | Reduced |
| Hardy Reed LLC | 2,811 | $354.5K | 0.03% | +2,811 | New |
| IFG Advisors, LLC | 2,809 | $354.2K | 0.07% | −290−9.4% | Reduced |
| Core Alternative Capital | 2,806 | $353.8K | 0.07% | −204−6.8% | Reduced |
| Palumbo Wealth Management LLC | 2,806 | $353.8K | 0.13% | −277−9.0% | Reduced |
| 1776 Wealth LLC | 2,803 | $353.5K | 0.16% | +2,803 | New |
| Pines Wealth Management, LLC | 2,861 | $352.7K | 0.15% | +2,861 | New |
| Golden State Equity Partners | 2,794 | $352.3K | 0.07% | −628−18.4% | Reduced |
| Aegis Wealth Management LLC | 2,788 | $351.6K | 0.24% | +2,788 | New |
| Plato Investment Management Ltd | 2,768 | $350.3K | 0.03% | +331+13.6% | Added |
| Haverford Financial Services, Inc. | 2,777 | $350.2K | 0.11% | −40,714−93.6% | Reduced |
| Thomasville National Bank | 2,773 | $349.7K | 0.03% | +10+0.4% | Added |
| Catalyst Financial Partners LLC | 2,771 | $349.4K | 0.07% | +200+7.8% | Added |
| Jeppson Wealth Management, LLC | 2,768 | $349.0K | 0.13% | −40−1.4% | Reduced |
| Trustco Bank Corp N Y | 2,755 | $347.4K | 0.37% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,753 | $347.2K | 0.03% | +475+20.9% | Added |
| Mechanics Financial Corp | 2,752 | $347.0K | 0.16% | −50−1.8% | Reduced |
| Atlas Wealth LLC | 2,751 | $346.9K | 0.13% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,747 | $346.4K | 0.07% | +487+21.5% | Added |
| Cannon Financial Strategists, Inc. | 2,719 | $342.9K | 0.06% | +137+5.3% | Added |
| Herold Advisors, Inc. | 2,714 | $342.4K | 0.07% | −234−7.9% | Reduced |
| Financial Management Professionals, Inc. | 2,714 | $342.2K | 0.04% | +184+7.3% | Added |
| Cornerstone Wealth Group, LLC | 2,709 | $341.6K | 0.03% | −481−15.1% | Reduced |
| Douglas Lane & Associates, LLC | 2,702 | $340.7K | 0.00% | −186−6.4% | Reduced |
| BluePath Capital Management, LLC | 2,721 | $340.1K | 0.19% | +2,721 | New |
| Wrapmanager Inc | 2,697 | $340.1K | 0.09% | −380−12.3% | Reduced |
| Guardian Partners Inc. | 2,680 | $339.7K | 0.03% | +2,680 | New |
| Southland Equity Partners LLC | 2,688 | $338.9K | 0.08% | +498+22.7% | Added |
| CHB Investment Group, LLC | 2,680 | $338.0K | 0.18% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,674 | $337.2K | 0.05% | −839−23.9% | Reduced |
| Financial Engines Advisors L.L.C. | 2,665 | $336.1K | 0.00% | +2,665 | New |
| ExodusPoint Capital Management, LP | 2,662 | $336.0K | 0.00% | +2,662 | New |
| Silverlake Wealth Management LLC | 2,656 | $335.0K | 0.13% | −166−5.9% | Reduced |
| New Covenant Trust Company, N.A. | 2,672 | $334.9K | 0.33% | +11+0.4% | Added |
| Premier Path Wealth Partners, LLC | 2,655 | $334.8K | 0.05% | −248−8.5% | Reduced |
| Finley Financial, LLC | 2,626 | $334.7K | 0.17% | +2,626 | New |
| Fukoku Mutual Life Insurance Co | 2,652 | $334.4K | 0.02% | −508−16.1% | Reduced |
| Suncoast Equity Management | 2,652 | $334.4K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,650 | $334.1K | 0.16% | +5+0.2% | Added |
| Caxton Associates LP | 2,649 | $334.0K | 0.01% | −422−13.7% | Reduced |
| Adirondack Trust Co | 2,633 | $332.0K | 0.13% | −158−5.7% | Reduced |
| HCR Wealth Advisors | 2,629 | $331.5K | 0.04% | +2+0.1% | Added |
| Stonebrook Private Inc. | 2,623 | $330.7K | 0.09% | +117+4.7% | Added |
| Country Trust Bank | 2,622 | $330.6K | 0.01% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,618 | $330.1K | 0.04% | −559−17.6% | Reduced |
| Joule Financial, LLC | 2,617 | $329.9K | 0.12% | −260−9.0% | Reduced |
| Royal Capital Wealth Management, LLC | 2,613 | $329.5K | 0.23% | −48−1.8% | Reduced |
| Green Square Capital Advisors LLC | 2,610 | $329.1K | 0.05% | −8,697−76.9% | Reduced |
| CVA Family Office, LLC | 2,603 | $328.2K | 0.05% | +913+54.0% | Added |
| Peavine Capital, LLC | 2,600 | $327.9K | 0.08% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,599 | $327.7K | 0.18% | +2,599 | New |
| Savvy Advisors, Inc. | 2,599 | $327.7K | 0.04% | +745+40.2% | Added |
| Conscious Wealth Investments, LLC | 2,516 | $326.4K | 0.22% | −456−15.3% | Reduced |
| Clarius Group, LLC | 2,583 | $325.7K | 0.02% | −471−15.4% | Reduced |
| CogentBlue Wealth Advisors, LLC | 2,583 | $325.7K | 0.29% | +2,583 | New |
| Ledyard National Bank | 2,581 | $325.5K | 0.03% | +118+4.8% | Added |
| Fiduciary Alliance LLC | 2,580 | $325.3K | 0.03% | +2,580 | New |
| HHM Wealth Advisors, LLC | 2,574 | $324.6K | 0.04% | +1,198+87.1% | Added |
| FLC Capital Advisors | 2,572 | $324.3K | 0.07% | −40−1.5% | Reduced |
| Platform Technology Partners | 2,570 | $324.1K | 0.10% | +323+14.4% | Added |
| OneAscent Financial Services LLC | 2,571 | $324.0K | 0.03% | +305+13.5% | Added |
| Bridgewealth Advisory Group, LLC | 2,800 | $323.8K | 0.09% | +2,800 | New |
| Strategic Wealth Partners, Ltd. | 2,802 | $323.7K | 0.03% | −1,315−31.9% | Reduced |