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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 1,167 | $147.2K | 0.10% | −42,336−97.3% | Reduced |
| DT Investment Partners, LLC | 1,152 | $145.3K | 0.01% | −1,010−46.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,158 | $145.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,146 | $145.0K | 0.02% | +56+5.1% | Added |
| Rise Advisors, LLC | 1,102 | $138.9K | 0.07% | −317−22.3% | Reduced |
| Creekmur Asset Management LLC | 1,090 | $137.4K | 0.03% | +11+1.0% | Added |
| West Branch Capital LLC | 1,074 | $135.4K | 0.04% | −6−0.6% | Reduced |
| Field & Main Bank | 1,060 | $133.7K | 0.05% | −985−48.2% | Reduced |
| Bellevue Asset Management, LLC | 1,051 | $132.6K | 0.07% | −8−0.8% | Reduced |
| Tobam | 1,048 | $132.0K | 0.04% | −251−19.3% | Reduced |
| Park Place Capital Corp | 1,036 | $130.7K | 0.04% | −769−42.6% | Reduced |
| FNY Investment Advisers, LLC | 1,033 | $130.0K | 0.07% | +1,033 | New |
| Aviso Financial Inc. | 1,020 | $128.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,013 | $127.7K | 0.10% | −132−11.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $127.0K | 0.02% | −21−2.0% | Reduced |
| MCF Advisors LLC | 1,006 | $126.8K | 0.01% | −108−9.7% | Reduced |
| Golden State Wealth Management, LLC | 977 | $123.2K | 0.02% | +977 | New |
| Marshall Investment Management, LLC | 876 | $119.6K | 0.07% | +876 | New |
| Asset Dedication, LLC | 940 | $118.5K | 0.01% | +60+6.8% | Added |
| Tompkins Financial Corp | 930 | $117.3K | 0.01% | −635−40.6% | Reduced |
| Paradigm Asset Management Co LLC | 924 | $116.5K | 0.03% | −20,400−95.7% | Reduced |
| Johnson Financial Group, Inc. | 1,017 | $116.2K | 0.01% | −7,992−88.7% | Reduced |
| Key Financial Inc | 920 | $116.0K | 0.03% | +21+2.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 917 | $115.6K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 900 | $113.5K | 0.09% | −60−6.3% | Reduced |
| Rosenberg Matthew Hamilton | 883 | $111.3K | 0.03% | −155−14.9% | Reduced |
| Covestor Ltd | 879 | $111.0K | 0.07% | −145−14.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 867 | $109.3K | 0.01% | −133−13.3% | Reduced |
| Bellwether Advisors, LLC | 850 | $107.2K | 0.02% | +850 | New |
| General Partner, Inc. | 842 | $106.2K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 836 | $105.4K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 799 | $100.8K | 0.02% | −67−7.7% | Reduced |
| Exchange Traded Concepts, LLC | 794 | $100.1K | 0.00% | −7,847−90.8% | Reduced |
| American Capital Advisory, LLC | 774 | $97.6K | 0.05% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 767 | $96.7K | 0.04% | +265+52.8% | Added |
| Webster Bank, N. A. | 762 | $96.1K | 0.01% | −19−2.4% | Reduced |
| Strengthening Families & Communities, LLC | 753 | $95.0K | 0.05% | −12,681−94.4% | Reduced |
| Union Savings Bank | 727 | $91.7K | 0.05% | −98−11.9% | Reduced |
| Global Financial Private Client, LLC | 695 | $87.6K | 0.03% | −49−6.6% | Reduced |
| Toth Financial Advisory Corp | 686 | $86.5K | 0.01% | −23−3.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 670 | $84.5K | 0.03% | −140−17.3% | Reduced |
| Redwood Park Advisors LLC | 654 | $82.5K | 0.07% | +654 | New |
| LRI Investments, LLC | 645 | $81.3K | 0.01% | −180−21.8% | Reduced |
| IAG Wealth Partners, LLC | 640 | $80.7K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 635 | $80.0K | 0.03% | +635 | New |
| Newbridge Financial Services Group, Inc. | 611 | $77.0K | 0.02% | +611 | New |
| Monetary Management Group Inc | 596 | $75.2K | 0.02% | −300−33.5% | Reduced |
| Hall Laurie J Trustee | 600 | $75.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 585 | $73.7K | 0.02% | −257−30.5% | Reduced |
| Medallion Wealth Advisors, LLC | 585 | $73.6K | 0.04% | +585 | New |
| Dunhill Financial, LLC | 581 | $73.3K | 0.03% | −1,250−68.3% | Reduced |
| Arlington Trust Co LLC | 570 | $71.9K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 558 | $70.4K | 0.01% | +80+16.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 550 | $69.4K | 0.04% | −250−31.3% | Reduced |
| Evelyn Partners Asset Management Ltd | 547 | $69.0K | 0.02% | +547 | New |
| TFC Financial Management | 543 | $68.5K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 530 | $67.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 520 | $65.6K | 0.03% | −260−33.3% | Reduced |
| First Command Advisory Services, Inc. | 520 | $65.6K | 0.00% | −200−27.8% | Reduced |
| Quarry LP | 518 | $65.3K | 0.01% | +518 | New |
| Bayforest Capital Ltd | 508 | $64.1K | 0.08% | +508 | New |
| Christopher J. Hasenberg, Inc | 503 | $63.4K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 502 | $63.3K | 0.02% | +50+11.1% | Added |
| Advantage Trust Co | 500 | $63.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 471 | $59.4K | 0.03% | +317+205.8% | Added |
| Old Second National Bank of Aurora | 469 | $59.1K | 0.01% | −6,708−93.5% | Reduced |
| Salem Investment Counselors Inc | 469 | $59.1K | 0.00% | −1,841−79.7% | Reduced |
| WPG Advisers, LLC | 468 | $59.0K | 0.05% | +468 | New |
| Fairscale Capital, LLC | 466 | $58.8K | 0.05% | −60−11.4% | Reduced |
| JNBA Financial Advisors | 454 | $57.3K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 447 | $56.4K | 0.05% | +447 | New |
| Beaird Harris Wealth Management, LLC | 445 | $56.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 451 | $56.0K | 0.01% | +415+1,152.8% | Added |
| Bogart Wealth, LLC | 441 | $55.6K | 0.00% | −7−1.6% | Reduced |
| SWAN Capital LLC | 439 | $55.4K | 0.03% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 439 | $55.3K | 0.02% | +439 | New |
| Pacific Center for Financial Services | 428 | $54.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 420 | $52.0K | 0.01% | +270+180.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 408 | $51.5K | 0.02% | +308+308.0% | Added |
| Essex Investment Management Co LLC | 404 | $50.9K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $50.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 394 | $49.7K | 0.03% | +55+16.2% | Added |
| Addison Advisors LLC | 391 | $49.3K | 0.01% | −899−69.7% | Reduced |
| Hilltop National Bank | 383 | $48.3K | 0.01% | −60−13.5% | Reduced |
| S&T Bank | 370 | $46.7K | 0.01% | +370 | New |
| Wolff Wiese Magana LLC | 366 | $46.2K | 0.03% | −37−9.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 365 | $46.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 361 | $45.5K | 0.00% | −233−39.2% | Reduced |
| Richardson Capital Management LLC | 350 | $44.1K | 0.03% | +350 | New |
| REAP Financial Group, LLC | 348 | $43.9K | 0.01% | +76+27.9% | Added |
| Aventura Private Wealth, LLC | 345 | $43.5K | 0.02% | +345 | New |
| Carolinas Wealth Consulting LLC | 344 | $43.3K | 0.01% | −12−3.4% | Reduced |
| Raffa Wealth Management, LLC | 340 | $42.9K | 0.01% | +24+7.6% | Added |
| Evelyn Partners Investment Management LLP | 337 | $42.5K | 0.00% | +337 | New |
| Pingora Partners LLC | 335 | $42.2K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 329 | $41.5K | 0.02% | +1+0.3% | Added |
| Graney & King, LLC | 324 | $40.9K | 0.03% | +324 | New |
| Winch Advisory Services, LLC | 322 | $40.6K | 0.01% | +160+98.8% | Added |
| Blume Capital Management, Inc. | 320 | $40.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 318 | $40.1K | 0.01% | −249−43.9% | Reduced |