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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 593,605 | $74.9M | 0.06% | −62,429−9.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 555,927 | $74.3M | 0.23% | +35,259+6.8% | Added |
| Epoch Investment Partners, Inc. | 565,952 | $71.4M | 0.35% | −30,462−5.1% | Reduced |
| Jane Street Group, LLC | 563,114 | $71.0M | 0.11% | +408,322+263.8% | Added |
| Haverford Trust Co | 562,658 | $71.0M | 0.70% | −213,713−27.5% | Reduced |
| D. E. Shaw & Co., Inc. | 562,656 | $71.0M | 0.08% | +199,557+55.0% | Added |
| Voya Investment Management LLC | 561,761 | $70.8M | 0.07% | −13,688−2.4% | Reduced |
| Janney Montgomery Scott LLC | 544,824 | $68.7M | 0.19% | −25,838−4.5% | Reduced |
| Truist Financial Corp | 519,111 | $65.5M | 0.10% | −57,718−10.0% | Reduced |
| Great West Life Assurance Co | 519,161 | $65.4M | 0.11% | −215,259−29.3% | Reduced |
| Korea Investment CORP | 508,196 | $64.1M | 0.15% | −92,072−15.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 506,090 | $63.8M | 0.12% | +21,635+4.5% | Added |
| Pinebridge Investments, L.P. | 498,619 | $62.9M | 0.48% | +64,321+14.8% | Added |
| Equity Investment Corp | 497,714 | $62.8M | 1.47% | −23,319−4.5% | Reduced |
| M&T Bank Corp | 496,701 | $62.6M | 0.21% | −33,297−6.3% | Reduced |
| Manchester Capital Management LLC | 493,830 | $62.3M | 7.23% | −6,634−1.3% | Reduced |
| Squarepoint Ops LLC | 461,351 | $58.2M | 0.15% | −121,971−20.9% | Reduced |
| Nomura Asset Management Co Ltd | 448,905 | $56.6M | 0.17% | +5,452+1.2% | Added |
| Aviva PLC | 441,124 | $55.6M | 0.14% | +107,148+32.1% | Added |
| Bank of Nova Scotia | 439,338 | $55.4M | 0.10% | +323,327+278.7% | Added |
| Stonegate Investment Group, LLC | 438,226 | $55.3M | 1.47% | +2,133+0.5% | Added |
| National Bank of Canada | 433,250 | $54.6M | 0.07% | −49,798−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 432,420 | $54.5M | 0.14% | +118,881+37.9% | Added |
| Colony Group, LLC | 426,706 | $53.8M | 0.14% | +61,820+16.9% | Added |
| Pictet Asset Management Holding SA | 426,393 | $53.8M | 0.06% | +55,650+15.0% | Added |
| J. Safra Sarasin Holding AG | 424,648 | $53.5M | 0.91% | +2,960+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 423,026 | $53.3M | 0.13% | +60,102+16.6% | Added |
| Cerity Partners LLC | 418,758 | $53.2M | 0.12% | −25,037−5.6% | Reduced |
| Annie E. Casey Foundation, Inc. | 421,036 | $53.1M | 77.79% | +421,036 | New |
| State of Wisconsin Investment Board | 417,817 | $52.7M | 0.14% | −32,790−7.3% | Reduced |
| Danske Bank A/S | 400,439 | $50.5M | 0.15% | +49,444+14.1% | Added |
| CI Private Wealth, LLC | 395,523 | $49.5M | 0.08% | −65,168−14.1% | Reduced |
| Russell Investments Group, Ltd. | 391,291 | $49.3M | 0.07% | +64,746+19.8% | Added |
| Arrowstreet Capital, Limited Partnership | 388,186 | $49.0M | 0.04% | −466,091−54.6% | Reduced |
| Standard Life Aberdeen plc | 390,719 | $48.9M | 0.09% | −20,315−4.9% | Reduced |
| Citigroup Inc | 386,278 | $48.7M | 0.05% | −196,772−33.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 385,693 | $48.6M | 0.15% | −8,644−2.2% | Reduced |
| Pacer Advisors, Inc. | 374,920 | $47.3M | 0.10% | +37,340+11.1% | Added |
| Coho Partners, Ltd. | 373,036 | $47.0M | 2.16% | −110,153−22.8% | Reduced |
| Hollencrest Capital Management | 369,842 | $46.6M | 1.88% | −532−0.1% | Reduced |
| TD Asset Management Inc | 367,832 | $46.4M | 0.04% | +4,460+1.2% | Added |
| Cacti Asset Management LLC | 367,968 | $46.1M | 3.57% | 00.0% | Unchanged |
| Old Republic International Corporation | 365,600 | $46.1M | 1.82% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 363,494 | $45.8M | 2.38% | −560.0% | Reduced |
| Balyasny Asset Management LLC | 355,542 | $44.8M | 0.10% | +340,021+2,190.7% | Added |
| Centric Wealth Management | 349,140 | $44.0M | 11.89% | −276−0.1% | Reduced |
| Capital Fund Management S.A. | 343,775 | $43.4M | 0.43% | −158,576−31.6% | Reduced |
| SEI Investments Co | 335,671 | $42.3M | 0.05% | +4,205+1.3% | Added |
| STRS Ohio | 335,017 | $42.2M | 0.17% | −9,875−2.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 333,297 | $42.0M | 0.09% | +111,232+50.1% | Added |
| Treasurer of the State of North Carolina | 329,362 | $41.5M | 0.16% | +1,480+0.5% | Added |
| Walleye Capital LLC | 324,701 | $40.9M | 0.39% | +259,154+395.4% | Added |
| Public Employees Retirement System of Ohio | 319,884 | $40.3M | 0.14% | −14,219−4.3% | Reduced |
| First Foundation Advisors | 319,161 | $40.2M | 1.51% | −1,113−0.3% | Reduced |
| CFO4Life Group, LLC | 316,288 | $39.9M | 7.01% | −3,759−1.2% | Reduced |
| Capital CS Group, LLC | 309,106 | $39.0M | 52.06% | −5,749−1.8% | Reduced |
| Royal London Asset Management Ltd | 308,405 | $38.9M | 0.09% | +4,595+1.5% | Added |
| Impax Asset Management Group plc | 307,757 | $38.8M | 0.18% | −27,549−8.2% | Reduced |
| RNC Capital Management LLC | 305,530 | $38.5M | 2.06% | −84,770−21.7% | Reduced |
| Handelsbanken Fonder AB | 303,181 | $38.2M | 0.15% | +21,688+7.7% | Added |
| Swedbank AB | 298,088 | $37.6M | 0.05% | +17,579+6.3% | Added |
| J. Goldman & Co LP | 297,480 | $37.5M | 1.33% | +297,480 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 296,880 | $37.4M | 0.11% | +11,614+4.1% | Added |
| 1832 Asset Management L.P. | 296,047 | $37.3M | 0.07% | +164,770+125.5% | Added |
| Storebrand Asset Management AS | 294,215 | $37.1M | 0.11% | −36,251−11.0% | Reduced |
| Deprince Race & Zollo Inc | 292,528 | $36.9M | 0.73% | −21,256−6.8% | Reduced |
| AXA S.A. | 290,801 | $36.7M | 0.11% | +88,501+43.7% | Added |
| Mn Services Vermogensbeheer B.V. | 287,099 | $36.2M | 0.24% | +6,300+2.2% | Added |
| Bahl & Gaynor Inc | 286,492 | $36.1M | 0.19% | −100,631−26.0% | Reduced |
| Credit Agricole S A | 282,494 | $35.6M | 0.12% | +168,066+146.9% | Added |
| Asset Management One Co.,Ltd. | 281,559 | $35.5M | 0.12% | +2,846+1.0% | Added |
| Cetera Investment Advisers | 278,681 | $35.1M | 0.07% | +16,076+6.1% | Added |
| Advisors Capital Management, LLC | 277,859 | $35.0M | 0.55% | −29,998−9.7% | Reduced |
| Saturna Capital CORP | 274,863 | $34.7M | 0.47% | +3,368+1.2% | Added |
| DekaBank Deutsche Girozentrale | 275,038 | $34.7M | 0.06% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 272,867 | $34.4M | 1.31% | +51,108+23.0% | Added |
| State of New Jersey Common Pension Fund D | 269,019 | $33.9M | 0.14% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 268,084 | $33.8M | 0.08% | −32,660−10.9% | Reduced |
| DnB Asset Management AS | 267,467 | $33.7M | 0.15% | +12,119+4.7% | Added |
| Cornerstone Investment Partners, LLC | 263,915 | $33.3M | 1.65% | −6,475−2.4% | Reduced |
| River Road Asset Management, LLC | 257,461 | $32.5M | 0.43% | +126,904+97.2% | Added |
| Guggenheim Capital LLC | 256,667 | $32.4M | 0.27% | +677+0.3% | Added |
| Toronto Dominion Bank | 254,058 | $32.0M | 0.06% | −115,539−31.3% | Reduced |
| Zacks Investment Management | 252,117 | $31.8M | 0.29% | +57,543+29.6% | Added |
| Creative Planning | 247,358 | $31.2M | 0.03% | +1,819+0.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 246,649 | $31.1M | 0.17% | +246,649 | New |
| KLP Kapitalforvaltning AS | 242,893 | $30.6M | 0.15% | +242,893 | New |
| Natixis Advisors, L.P. | 240,967 | $30.4M | 0.06% | −8,563−3.4% | Reduced |
| KBC Group NV | 239,471 | $30.2M | 0.08% | +108,386+82.7% | Added |
| Macquarie Group Ltd | 266,056 | $30.0M | 0.04% | −385,403−59.2% | Reduced |
| London & Capital Asset Management Ltd | 236,624 | $29.8M | 2.54% | +2,336+1.0% | Added |
| Advisors Asset Management, Inc. | 230,749 | $29.1M | 0.54% | +19,586+9.3% | Added |
| Verition Fund Management LLC | 229,330 | $28.9M | 0.15% | +221,399+2,791.6% | Added |
| Alps Advisors Inc | 229,077 | $28.9M | 0.18% | −1,370−0.6% | Reduced |
| Glenmede Trust Co NA | 226,037 | $28.5M | 0.15% | −118,572−34.4% | Reduced |
| USS Investment Management Ltd | 220,971 | $27.9M | 0.20% | −7,743−3.4% | Reduced |
| Ensign Peak Advisors, Inc | 220,698 | $27.8M | 0.05% | +80,290+57.2% | Added |
| Fidelity National Financial, Inc. | 220,000 | $27.7M | 0.56% | 00.0% | Unchanged |
| HRT Financial LP | 219,051 | $27.6M | 0.14% | +219,051 | New |
| Resona Asset Management Co.,Ltd. | 218,766 | $27.6M | 0.16% | −10,386−4.5% | Reduced |