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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 2,559 | $322.7K | 0.18% | +94+3.8% | Added |
| McGuire Investment Group, LLC | 2,554 | $322.1K | 0.05% | −8−0.3% | Reduced |
| Colonial Trust Advisors | 2,552 | $321.8K | 0.03% | +206+8.8% | Added |
| Howe & Rusling Inc | 2,552 | $321.8K | 0.03% | +2,552 | New |
| Spirit of America Management Corp | 2,550 | $321.6K | 0.07% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,548 | $321.4K | 0.12% | −31−1.2% | Reduced |
| Lifeworks Advisors, LLC | 2,546 | $321.0K | 0.06% | +145+6.0% | Added |
| Aaron Wealth Advisors | 2,538 | $320.0K | 0.04% | +477+23.1% | Added |
| Center for Financial Planning, Inc. | 2,537 | $319.9K | 0.04% | −585−18.7% | Reduced |
| Old Mission Investment Co LLC | 2,535 | $319.7K | 0.10% | −19−0.7% | Reduced |
| Coordinated Financial Services, Inc. | 2,521 | $317.9K | 0.25% | +2,521 | New |
| LCNB Corp | 2,520 | $317.8K | 0.12% | −233−8.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,519 | $317.7K | 0.15% | +116+4.8% | Added |
| Ti-Trust, Inc | 2,515 | $317.1K | 0.21% | 00.0% | Unchanged |
| Cambiar Investors LLC | 2,513 | $316.9K | 0.01% | −63−2.4% | Reduced |
| Austin Asset Management Co Inc | 2,505 | $315.9K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,505 | $315.9K | 0.01% | +954+61.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,503 | $315.6K | 0.18% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 2,500 | $315.3K | 0.32% | +2,500 | New |
| Traynor Capital Management, Inc. | 2,496 | $314.8K | 0.02% | −1,118−30.9% | Reduced |
| CoreFirst Bank & Trust | 2,492 | $314.2K | 0.19% | −165−6.2% | Reduced |
| Capital Advantage, Inc. | 2,485 | $313.3K | 0.06% | +2,485 | New |
| Shufro Rose & Co LLC | 2,465 | $310.8K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,461 | $310.3K | 0.06% | −6−0.2% | Reduced |
| RIA Advisory Group LLC | 2,454 | $309.4K | 0.11% | +367+17.6% | Added |
| Global Trust Asset Management, LLC | 2,448 | $308.7K | 0.12% | −312−11.3% | Reduced |
| Sheets Smith Wealth Management | 2,430 | $306.4K | 0.04% | +602+32.9% | Added |
| Ipswich Investment Management Co., Inc. | 2,425 | $305.8K | 0.07% | −40−1.6% | Reduced |
| Wealth Quarterback LLC | 2,418 | $304.9K | 0.14% | −183−7.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 2,410 | $303.9K | 0.09% | +2,410 | New |
| Allegheny Financial Group LTD | 2,409 | $303.8K | 0.08% | −37−1.5% | Reduced |
| Bank of Jackson Hole Trust | 2,401 | $302.8K | 0.20% | +2,401 | New |
| Evoke Wealth, LLC | 2,399 | $302.5K | 0.01% | +491+25.7% | Added |
| Wealth Management Associates, Inc. | 2,395 | $302.0K | 0.13% | +7+0.3% | Added |
| Alta Advisers Ltd | 2,394 | $301.9K | 0.19% | +494+26.0% | Added |
| Ransom Advisory, Ltd | 2,387 | $301.0K | 0.14% | +850+55.3% | Added |
| Plancorp, LLC | 2,387 | $300.9K | 0.01% | +419+21.3% | Added |
| Bingham Private Wealth, LLC | 2,384 | $300.6K | 0.32% | +2,384 | New |
| Breakwater Capital Group | 2,380 | $300.1K | 0.06% | +166+7.5% | Added |
| Chancellor Financial Group WB LP | 2,380 | $300.1K | 0.24% | +2,380 | New |
| Howard Financial Services, Ltd. | 2,369 | $298.7K | 0.04% | +348+17.2% | Added |
| Atlas Brown,Inc. | 2,362 | $297.9K | 0.10% | −24−1.0% | Reduced |
| Sollinda Capital Management LLC | 2,355 | $297.0K | 0.08% | +60+2.6% | Added |
| Green Harvest Asset Management LLC | 2,345 | $295.7K | 0.01% | −60−2.5% | Reduced |
| waypoint wealth counsel | 2,342 | $295.3K | 0.19% | −64−2.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,340 | $295.0K | 0.03% | −1,243−34.7% | Reduced |
| Thrive Wealth Management, LLC | 2,330 | $293.8K | 0.05% | −998−30.0% | Reduced |
| Grove Bank & Trust | 2,329 | $293.7K | 0.04% | +131+6.0% | Added |
| Wynn Capital, LLC | 2,324 | $293.1K | 0.19% | +589+33.9% | Added |
| Ritholtz Wealth Management | 2,322 | $292.8K | 0.01% | −535−18.7% | Reduced |
| Massachusetts Wealth Management | 2,320 | $292.6K | 0.18% | −25−1.1% | Reduced |
| Fox Run Management, L.L.C. | 2,315 | $291.9K | 0.05% | +2,315 | New |
| 360 Financial, Inc. | 2,311 | $291.4K | 0.11% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2,310 | $291.3K | 0.26% | +2,310 | New |
| Quest Partners LLC | 2,308 | $291.0K | 0.04% | −45−1.9% | Reduced |
| Davidson Trust Co | 2,305 | $290.7K | 0.15% | −60−2.5% | Reduced |
| Tennessee Valley Asset Management Partners | 2,294 | $289.2K | 0.05% | +6+0.3% | Added |
| 180 Wealth Advisors, LLC | 2,278 | $287.3K | 0.05% | −25−1.1% | Reduced |
| Lyell Wealth Management, LP | 2,263 | $285.4K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,261 | $285.1K | 0.02% | +16+0.7% | Added |
| ZEGA Investments, LLC | 2,143 | $285.1K | 0.08% | +2,143 | New |
| Thompson Siegel & Walmsley LLC | 2,259 | $285.0K | 0.00% | −52,059−95.8% | Reduced |
| Glen Eagle Advisors, LLC | 2,258 | $284.7K | 0.05% | −594−20.8% | Reduced |
| LGT Group Foundation | 2,251 | $283.9K | 0.00% | −32,591−93.5% | Reduced |
| Oakland Financial Corp | 2,250 | $283.7K | 3.25% | +2,250 | New |
| Alta Capital Management LLC | 2,246 | $283.3K | 0.02% | −20,781−90.2% | Reduced |
| TBH Global Asset Management, LLC | 2,246 | $283.2K | 0.07% | +66+3.0% | Added |
| West Family Investments, Inc. | 2,224 | $280.4K | 0.10% | +2,224 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,209 | $278.6K | 0.04% | −698−24.0% | Reduced |
| Investment Advisory Services Inc | 2,204 | $277.9K | 0.10% | +389+21.4% | Added |
| Sterling Financial Planning, Inc. | 2,203 | $277.9K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,203 | $277.7K | 0.04% | −788−26.3% | Reduced |
| Optas, LLC | 2,198 | $277.2K | 0.06% | +456+26.2% | Added |
| Catalina Capital Group, LLC | 2,192 | $276.4K | 0.09% | −104−4.5% | Reduced |
| Lynx Investment Advisory | 2,192 | $276.4K | 0.19% | −64−2.8% | Reduced |
| Bridgefront Capital, LLC | 2,190 | $276.2K | 0.09% | +2,190 | New |
| Richards, Merrill & Peterson, Inc. | 2,186 | $275.7K | 0.14% | +2,186 | New |
| Blueprint Investment Partners LLC | 2,183 | $275.3K | 0.04% | +2,183 | New |
| Colonial River Wealth Management, LLC | 2,177 | $274.5K | 0.13% | −126−5.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,171 | $273.8K | 0.05% | −185−7.9% | Reduced |
| Walker Financial Services, Inc. | 1,910 | $272.0K | 0.16% | −306−13.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,149 | $271.0K | 0.01% | +10.0% | Added |
| Gibbs Wealth Management | 2,148 | $270.9K | 0.07% | +231+12.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,140 | $269.8K | 0.09% | −57−2.6% | Reduced |
| Bill Few Associates, Inc. | 2,138 | $269.6K | 0.09% | −214−9.1% | Reduced |
| Haven Capital Group, Inc. | 2,127 | $268.2K | 0.25% | +2,127 | New |
| Sachetta, LLC | 2,127 | $268.2K | 0.11% | −49−2.3% | Reduced |
| SFMG, LLC | 2,122 | $267.5K | 0.02% | +487+29.8% | Added |
| Tucker Asset Management LLC | 2,111 | $266.2K | 0.03% | −991−31.9% | Reduced |
| Evexia Wealth LLC | 2,351 | $266.0K | 0.09% | +228+10.7% | Added |
| Compass Wealth Management LLC | 2,100 | $264.8K | 0.06% | −525−20.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,099 | $264.7K | 0.04% | +2,099 | New |
| JT Stratford LLC | 2,097 | $264.4K | 0.04% | −996−32.2% | Reduced |
| Holistic Planning, LLC | 2,097 | $264.4K | 0.10% | −65−3.0% | Reduced |
| Atlas Legacy Advisors, LLC | 2,090 | $263.5K | 0.06% | +2,090 | New |
| Traphagen Investment Advisors LLC | 2,088 | $263.3K | 0.03% | +2+0.1% | Added |
| Johnson & White Wealth Management, LLC | 2,125 | $263.0K | 0.16% | +2,125 | New |
| Lane & Associates LLC | 2,292 | $261.8K | 0.14% | +41+1.8% | Added |
| GenTrust, LLC | 2,076 | $261.8K | 0.01% | +74+3.7% | Added |
| Williams Jones Wealth Management, LLC. | 2,074 | $261.5K | 0.00% | −134−6.1% | Reduced |