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 |
|---|---|---|---|---|---|
| Encompass More Asset Management | 2,072 | $261.3K | 0.09% | +32+1.6% | Added |
| Benedict Financial Advisors Inc | 2,070 | $261.1K | 0.06% | +14+0.7% | Added |
| Westhampton Capital, LLC | 2,070 | $261.0K | 0.13% | −285−12.1% | Reduced |
| Somerset Trust Co | 2,070 | $261.0K | 0.10% | 00.0% | Unchanged |
| King Wealth | 2,066 | $261.0K | 0.04% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,068 | $260.8K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,066 | $260.5K | 0.05% | +250+13.8% | Added |
| FSB Premier Wealth Management, Inc. | 2,061 | $259.9K | 0.10% | −233−10.2% | Reduced |
| Copperwynd Financial, LLC | 2,060 | $259.8K | 0.07% | −44−2.1% | Reduced |
| Cohen & Steers, Inc. | 2,054 | $259.0K | 0.00% | +104+5.3% | Added |
| Sunpointe, LLC | 2,050 | $258.5K | 0.13% | −127−5.8% | Reduced |
| Inceptionr LLC | 2,046 | $258.0K | 0.06% | −7,077−77.6% | Reduced |
| First PREMIER Bank | 2,053 | $258.0K | 0.07% | +1,153+128.1% | Added |
| Detalus Advisors, LLC | 2,044 | $257.7K | 0.08% | −106−4.9% | Reduced |
| Busey Wealth Management | 2,040 | $257.2K | 0.01% | −462−18.5% | Reduced |
| Human Investing LLC | 2,039 | $257.1K | 0.05% | −607−22.9% | Reduced |
| Eads & Heald Wealth Management | 2,035 | $257.0K | 0.13% | −1,427−41.2% | Reduced |
| Bank & Trust Co | 2,038 | $257.0K | 0.22% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,035 | $256.6K | 0.01% | −436−17.6% | Reduced |
| Winebrenner Capital Management LLC | 2,034 | $256.5K | 0.20% | +2,034 | New |
| Monument Capital Management | 2,033 | $256.4K | 0.07% | +38+1.9% | Added |
| BLB&B Advisors, LLC | 2,032 | $256.3K | 0.01% | −151−6.9% | Reduced |
| Meridian Wealth Advisors, LLC | 2,029 | $255.9K | 0.04% | 00.0% | Unchanged |
| Embree Financial Group | 2,023 | $255.1K | 0.04% | −362−15.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,022 | $255.0K | 0.03% | −194−8.8% | Reduced |
| US Asset Management LLC | 2,023 | $255.0K | 0.23% | −125−5.8% | Reduced |
| Altus Wealth Group LLC | 2,022 | $255.0K | 0.11% | +89+4.6% | Added |
| ERTS Wealth Advisors, LLC | 2,021 | $254.8K | 0.05% | −563−21.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 2,021 | $254.8K | 0.26% | +2,021 | New |
| Chaney Capital Management, Inc. | 2,020 | $254.7K | 0.12% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,010 | $253.5K | 0.11% | 00.0% | Unchanged |
| Exchange Bank | 2,009 | $253.3K | 0.20% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,010 | $253.0K | 0.00% | −569−22.1% | Reduced |
| James J. Burns & Company, LLC | 2,006 | $253.0K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $252.2K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,000 | $252.2K | 0.15% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $252.2K | 0.02% | +2,000 | New |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $251.6K | 0.04% | 00.0% | Unchanged |
| Alpha Family Trust | 1,995 | $251.6K | 0.14% | +1,995 | New |
| Icapital Wealth LLC | 1,988 | $250.7K | 0.14% | +1,988 | New |
| Certified Advisory Corp | 1,976 | $249.1K | 0.03% | −16−0.8% | Reduced |
| RB Capital Management, LLC | 1,975 | $249.0K | 0.06% | +135+7.3% | Added |
| Beaton Management Co. Inc. | 1,974 | $249.0K | 0.13% | −300−13.2% | Reduced |
| Nautilus Advisors LLC | 1,971 | $248.5K | 0.20% | +1,971 | New |
| Headlands Technologies LLC | 1,968 | $248.2K | 0.02% | +1,968 | New |
| Pure Portfolios Holdings LLC | 1,963 | $247.5K | 0.09% | −192−8.9% | Reduced |
| GWN Securities Inc. | 1,859 | $247.4K | 0.07% | +1,859 | New |
| Aries Wealth Management | 1,956 | $246.7K | 0.07% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,956 | $246.7K | 0.10% | +129+7.1% | Added |
| Dudley Capital Management, LLC | 1,955 | $246.5K | 0.13% | 00.0% | Unchanged |
| IMS Capital Management | 1,954 | $246.4K | 0.11% | −390−16.6% | Reduced |
| Williamson Legacy Group, LLC | 1,948 | $245.6K | 0.16% | +16+0.8% | Added |
| PFS Partners, LLC | 1,947 | $245.6K | 0.13% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,945 | $245.3K | 0.07% | −935−32.5% | Reduced |
| Marshall Financial Group LLC | 1,944 | $245.1K | 0.06% | −11−0.6% | Reduced |
| Latitude Advisors, LLC | 1,940 | $244.6K | 0.14% | +120+6.6% | Added |
| Onefund, LLC | 1,938 | $244.4K | 0.23% | +15+0.8% | Added |
| Nicolet Bankshares Inc | 1,934 | $243.9K | 0.06% | −364−15.8% | Reduced |
| Bank Ozk | 1,927 | $243.0K | 0.10% | −2,047−51.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,925 | $242.7K | 0.17% | +20+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 1,918 | $241.9K | 0.01% | −1,255−39.6% | Reduced |
| Liberty Square Wealth Partners LLC | 2,078 | $241.5K | 0.09% | +2,078 | New |
| Oak Hill Wealth Advisors, LLC | 1,912 | $241.2K | 0.06% | +1,912 | New |
| Hoxton Planning & Management, LLC | 1,911 | $240.9K | 0.09% | +23+1.2% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 1,906 | $240.3K | 0.25% | −1,184−38.3% | Reduced |
| Crestmont Private Wealth LLC | 1,902 | $239.8K | 0.11% | +106+5.9% | Added |
| Northeast Financial Group, Inc. | 1,897 | $239.2K | 0.09% | −32−1.7% | Reduced |
| WMS Partners, LLC | 1,896 | $239.0K | 0.01% | +62+3.4% | Added |
| Real Talk Capital, LLC | 1,886 | $237.8K | 0.31% | +1,886 | New |
| Gerber, LLC | 1,885 | $237.7K | 0.17% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 1,883 | $237.4K | 0.01% | −89−4.5% | Reduced |
| Sawgrass Asset Management LLC | 1,878 | $236.8K | 0.03% | −89−4.5% | Reduced |
| BankPlus Wealth Management LLC | 1,878 | $236.8K | 0.18% | +1,878 | New |
| Leisure Capital Management | 1,876 | $236.6K | 0.09% | −53−2.7% | Reduced |
| NovaPoint Capital, LLC | 1,874 | $236.3K | 0.07% | +200+11.9% | Added |
| Walter & Keenan Financial Consulting Co | 1,873 | $236.2K | 0.07% | −446−19.2% | Reduced |
| Horan Securities, Inc. | 1,864 | $235.1K | 0.09% | −86−4.4% | Reduced |
| HBW Advisory Services LLC | 1,864 | $235.0K | 0.03% | −132−6.6% | Reduced |
| Creative Financial Designs Inc | 1,861 | $234.6K | 0.02% | −444−19.3% | Reduced |
| Vertex Planning Partners, LLC | 1,858 | $234.3K | 0.05% | −129−6.5% | Reduced |
| Red Wave Investments LLC | 1,854 | $233.8K | 0.08% | +15+0.8% | Added |
| Veracity Capital LLC | 1,854 | $233.7K | 0.09% | −199−9.7% | Reduced |
| Rahlfs Capital, LLC | 1,850 | $233.3K | 0.23% | +1,850 | New |
| AGH Wealth Advisors, LLC | 1,849 | $233.2K | 0.22% | +1,849 | New |
| Roxbury Financial LLC | 1,714 | $232.7K | 0.22% | +1,714 | New |
| Dumont & Blake Investment Advisors LLC | 1,838 | $231.8K | 0.06% | −113−5.8% | Reduced |
| Haven Private, LLC | 1,836 | $231.5K | 0.13% | +1,836 | New |
| DiNuzzo Private Wealth, Inc. | 1,828 | $230.5K | 0.03% | +11+0.6% | Added |
| SignalPoint Asset Management, LLC | 1,828 | $230.5K | 0.06% | −95−4.9% | Reduced |
| TRUE Private Wealth Advisors | 1,825 | $230.2K | 0.03% | +17+0.9% | Added |
| Smithfield Trust Co | 1,830 | $230.0K | 0.01% | −195−9.6% | Reduced |
| Severin Investments, LLC | 1,819 | $229.3K | 0.23% | +1,819 | New |
| 1248 Management, LLC | 1,818 | $229.3K | 0.10% | +1,818 | New |
| Spring Capital Management, LLC | 1,816 | $229.0K | 0.14% | +1,816 | New |
| Buckhead Capital Management LLC | 1,812 | $228.5K | 0.07% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,810 | $228.2K | 0.01% | +1,810 | New |
| WealthPLAN Partners, LLC | 1,807 | $227.8K | 0.03% | +193+12.0% | Added |
| First Western Trust Bank | 1,804 | $227.5K | 0.01% | −117−6.1% | Reduced |
| DF Dent & Co Inc | 1,801 | $227.1K | 0.00% | −548−23.3% | Reduced |
| Granite FO LLC | 1,800 | $227.0K | 0.13% | 00.0% | Unchanged |