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 |
|---|---|---|---|---|---|
| R Squared Ltd | 1,796 | $226.5K | 0.22% | +1,796 | New |
| West Paces Advisors Inc. | 1,795 | $226.4K | 0.06% | −210−10.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,794 | $226.2K | 0.03% | −246−12.1% | Reduced |
| Gimbal Financial | 1,790 | $225.7K | 0.18% | −2−0.1% | Reduced |
| Oak Asset Management, LLC | 1,786 | $225.2K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,785 | $225.1K | 0.07% | −45−2.5% | Reduced |
| Lodestone Wealth Management LLC | 1,784 | $224.9K | 0.11% | +20+1.1% | Added |
| Sather Financial Group Inc | 1,779 | $224.3K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,774 | $224.0K | 0.07% | −57−3.1% | Reduced |
| Kathmere Capital Management, LLC | 1,770 | $223.2K | 0.02% | +201+12.8% | Added |
| AlTi Global, Inc. | 1,768 | $223.1K | 0.01% | −603−25.4% | Reduced |
| Nemes Rush Group LLC | 1,769 | $223.0K | 0.03% | −9,524−84.3% | Reduced |
| Accredited Wealth Management, LLC | 1,768 | $223.0K | 0.20% | +1,768 | New |
| Univest Financial Corp | 1,768 | $222.9K | 0.01% | −711−28.7% | Reduced |
| Forza Wealth Management, LLC | 1,767 | $222.8K | 0.10% | +17+1.0% | Added |
| Bray Capital Advisors | 1,764 | $222.5K | 0.06% | +11+0.6% | Added |
| Stratos Wealth Advisors, LLC | 1,763 | $222.3K | 0.01% | −1,234−41.2% | Reduced |
| Integrity Financial Corp | 1,754 | $221.2K | 0.13% | −100−5.4% | Reduced |
| Evermay Wealth Management LLC | 1,750 | $220.7K | 0.03% | −925−34.6% | Reduced |
| AdvisorNet Financial, Inc | 1,739 | $219.2K | 0.02% | −84−4.6% | Reduced |
| Hudson Capital Management LLC | 1,736 | $218.9K | 0.07% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,736 | $218.9K | 0.02% | +38+2.2% | Added |
| Proficio Capital Partners LLC | 1,735 | $218.7K | 0.02% | +1,735 | New |
| Tanglewood Legacy Advisors, LLC | 1,734 | $218.7K | 0.09% | 00.0% | Unchanged |
| MA Private Wealth | 1,731 | $218.3K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,725 | $218.0K | 0.01% | −1,936−52.9% | Reduced |
| Convergence Financial, LLC | 1,728 | $217.9K | 0.04% | +88+5.4% | Added |
| New Hampshire Trust | 1,725 | $217.5K | 0.05% | −644−27.2% | Reduced |
| McIlrath & Eck, LLC | 1,715 | $216.2K | 0.03% | −135−7.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,581 | $215.6K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,709 | $215.5K | 0.07% | +17+1.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,706 | $215.0K | 0.01% | −775−31.2% | Reduced |
| Great Lakes Advisors, LLC | 1,704 | $214.8K | 0.00% | −71−4.0% | Reduced |
| Trust Co | 1,700 | $214.4K | 0.02% | +262+18.2% | Added |
| Foster & Motley Inc | 1,700 | $214.0K | 0.01% | −458−21.2% | Reduced |
| Gradient Investments LLC | 1,693 | $213.5K | 0.00% | +183+12.1% | Added |
| Ellenbecker Investment Group | 1,692 | $213.4K | 0.04% | +4+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,684 | $212.4K | 0.05% | +202+13.6% | Added |
| Financial Enhancement Group LLC | 1,697 | $212.1K | 0.03% | +1,697 | New |
| Pacific Sage Partners, LLC | 1,677 | $211.5K | 0.05% | +77+4.8% | Added |
| First American Trust, FSB | 1,675 | $211.2K | 0.02% | −317−15.9% | Reduced |
| Castleview Partners, LLC | 1,704 | $211.1K | 0.11% | +57+3.5% | Added |
| Coastline Trust Co | 1,670 | $210.6K | 0.02% | −8−0.5% | Reduced |
| Peoples Bank | 1,668 | $210.3K | 0.15% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,668 | $210.3K | 0.02% | +1,668 | New |
| Petros Family Wealth, LLC | 1,667 | $210.3K | 0.23% | +1,667 | New |
| Aspire Capital Advisors LLC | 1,650 | $208.0K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,641 | $207.0K | 0.01% | −302−15.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,636 | $206.3K | 0.03% | +1,636 | New |
| MTM Investment Management, LLC | 1,631 | $205.7K | 0.08% | −361−18.1% | Reduced |
| Acorns Advisers, LLC | 1,629 | $205.0K | 0.00% | +1,629 | New |
| Legacy Bridge, LLC | 1,618 | $204.0K | 0.11% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 1,643 | $203.6K | 0.09% | +74+4.7% | Added |
| PharVision Advisers, LLC | 1,614 | $203.5K | 0.17% | +1,614 | New |
| Callan Capital, LLC | 1,612 | $203.3K | 0.01% | −377−19.0% | Reduced |
| Tandem Investment Advisors, Inc. | 1,613 | $203.0K | 0.01% | −50−3.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,608 | $202.8K | 0.03% | −176−9.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,607 | $202.6K | 0.01% | −830−34.1% | Reduced |
| FourThought Financial Partners, LLC | 1,603 | $202.2K | 0.02% | +1,603 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,601 | $201.9K | 0.06% | −727−31.2% | Reduced |
| Mill Capital Management, LLC | 1,600 | $201.8K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,600 | $201.8K | 0.00% | +1,591+17,677.8% | Added |
| Next Level Private LLC | 1,598 | $201.5K | 0.08% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,586 | $200.1K | 0.11% | −14−0.9% | Reduced |
| Kercheville Advisors, LLC | 1,587 | $200.1K | 0.08% | +50+3.3% | Added |
| Vestor Capital, LLC | 1,575 | $199.0K | 0.02% | +210+15.4% | Added |
| Broadwater Capital Management LLC | 1,565 | $197.3K | 0.15% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,562 | $197.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,558 | $196.5K | 0.11% | +481+44.7% | Added |
| Stuart Chaussee & Associates, Inc. | 1,537 | $193.8K | 0.05% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,481 | $186.8K | 0.17% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,474 | $185.9K | 0.03% | −5,508−78.9% | Reduced |
| PSI Advisors, LLC | 1,456 | $183.6K | 0.05% | +1,207+484.7% | Added |
| Spurstone Advisory Services, LLC | 1,453 | $183.2K | 3.49% | +1,453 | New |
| South Plains Financial, Inc. | 1,425 | $179.7K | 0.14% | +1,425 | New |
| SBI Securities Co., Ltd. | 1,407 | $177.4K | 0.01% | +1,407 | New |
| Payden & Rygel | 1,400 | $177.0K | 0.02% | 00.0% | Unchanged |
| U S Global Investors Inc | 1,391 | $175.4K | 0.02% | −108−7.2% | Reduced |
| Chesapeake Asset Management LLC | 1,380 | $174.0K | 0.16% | −11−0.8% | Reduced |
| Skopos Labs, Inc. | 1,379 | $173.8K | 0.05% | −1,082−44.0% | Reduced |
| New Wave Wealth Advisors LLC | 1,378 | $173.8K | 0.07% | −246−15.1% | Reduced |
| Elgethun Capital Management | 1,365 | $172.1K | 0.04% | +17+1.3% | Added |
| Bullock Wealth Management Group | 1,335 | $168.4K | 0.10% | −509−27.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,321 | $167.0K | 0.06% | −100−7.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,300 | $163.9K | 0.06% | +920+242.1% | Added |
| Missouri Trust & Investment Co | 1,285 | $162.0K | 0.06% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,281 | $161.5K | 0.09% | +1,281 | New |
| Lavaca Capital LLC | 1,279 | $161.3K | 0.07% | +1,279 | New |
| Murphy & Mullick Capital Management Corp | 1,265 | $159.6K | 0.15% | +1,265 | New |
| Crews Bank & Trust | 1,263 | $159.3K | 0.03% | +1,263 | New |
| Peterson Wealth Services | 1,262 | $159.1K | 0.05% | +11+0.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,260 | $158.9K | 0.05% | +5+0.4% | Added |
| Y.D. More Investments Ltd | 1,259 | $158.8K | 0.01% | +352+38.8% | Added |
| Ameriflex Group, Inc. | 1,365 | $155.9K | 0.07% | +1,365 | New |
| Hazlett, Burt & Watson, Inc. | 1,222 | $155.0K | 0.07% | +6+0.5% | Added |
| Atlantic Trust, LLC | 1,216 | $153.3K | 0.03% | +5+0.4% | Added |
| Beacon Capital Management, LLC | 1,206 | $152.1K | 0.02% | −250−17.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $151.3K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,189 | $149.9K | 0.11% | +1,189 | New |
| Centricity Wealth Management, LLC | 1,180 | $148.8K | 0.14% | +1,180 | New |