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Livermore
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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.

Institutional holdersQ4 2024: 2,293 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2024: $64.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Gould Capital, LLC83$10.5K0.01%−149−64.2%Reduced
Legend Financial Advisors, Inc.83$10.5K0.01%+83New
YANKCOM Partnership83$10.5K0.01%+83New
Rialto Wealth Management, LLC80$10.1K0.00%+80New
Highline Wealth Partners LLC79$10.0K0.00%−6−7.1%Reduced
Moser Wealth Advisors, LLC79$9.96K0.01%00.0%Unchanged
HighMark Wealth Management LLC76$9.62K0.01%+22+40.7%Added
Costello Asset Management, INC75$9.46K0.01%00.0%Unchanged
Eukles Asset Management73$9.21K0.00%00.0%Unchanged
Evolution Advisers, Inc.79$9.00K0.00%00.0%Unchanged
ZRC Wealth Management, LLC70$8.83K0.00%+70New
Cedar Mountain Advisors, LLC69$8.66K0.00%+1+1.5%Added
Union Bancaire Privee, UBP SA68$8.52K0.00%+68New
FSC Wealth Advisors, LLC67$8.42K0.01%−4−5.6%Reduced
Lowe Wealth Advisors, LLC66$8.32K0.00%+41+164.0%Added
Iron Horse Wealth Management, LLC60$7.57K0.00%+9+17.6%Added
POM Investment Strategies, LLC59$7.44K0.01%+59New
Fairway Wealth LLC59$7.44K0.00%+59New
1620 Investment Advisors, Inc.56$7.06K0.01%+22+64.7%Added
True Wealth Design, LLC54$6.75K0.00%−160−74.8%Reduced
Creative Capital Management Investments LLC52$6.56K0.00%+50+2,500.0%Added
Pineridge Advisors LLC51$6.38K0.00%+1+2.0%Added
Ritter Daniher Financial Advisory LLC50$6.30K0.00%−50−50.0%Reduced
Carolina Wealth Advisors, LLC50$6.30K0.00%00.0%Unchanged
Nordwand Advisors, LLC50$6.30K0.00%00.0%Unchanged
CGC Financial Services, LLC50$6.30K0.00%00.0%Unchanged
Centennial Bank50$6.30K0.00%00.0%Unchanged
Aspect Partners, LLC49$6.18K0.00%+3+6.5%Added
Wingate Wealth Advisors, Inc.48$6.05K0.01%+48New
Quest 10 Wealth Builders, Inc.47$5.91K0.01%+47New
Signature Resources Capital Management, LLC45$5.67K0.01%00.0%Unchanged
SJS Investment Consulting Inc.42$5.30K0.00%−404−90.6%Reduced
Sanctuary Wealth Management, L.L.C.42$5.30K0.00%00.0%Unchanged
Chilton Capital Management LLC41$5.17K0.00%−142−77.6%Reduced
Estabrook Capital Management40$5.04K0.00%00.0%Unchanged
Citizens National Bank Trust Department40$5.04K0.00%00.0%Unchanged
Louisbourg Investments Inc.40$5.04K0.00%00.0%Unchanged
Compass Financial Services Inc38$4.85K0.00%+38New
Tributary Capital Management, LLC38$4.79K0.00%00.0%Unchanged
Synergy Financial Management, LLC35$4.77K0.00%+35New
Capital A Wealth Management, LLC36$4.54K0.01%+36New
Lam Group, Inc.34$4.29K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC34$4.29K0.00%00.0%Unchanged
Robinswood Financial LLC33$4.21K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.30$4.00K0.00%−16−34.8%Reduced
Financial Connections Group, Inc.31$4.00K0.00%00.0%Unchanged
Newton One Investments LLC31$3.95K0.00%+31New
Atlas Capital Advisors LLC31$3.91K0.00%00.0%Unchanged
Birchbrook, Inc.30$3.78K0.00%00.0%Unchanged
Conquis Financial LLC29$3.66K0.00%+29New
Marquette Asset Management, LLC28$3.53K0.00%00.0%Unchanged
Howard Capital Management Group, LLC28$3.53K0.00%00.0%Unchanged
Tortoise Investment Management, LLC26$3.28K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC26$3.28K0.00%+9+52.9%Added
Atlantic Private Wealth, LLC25$3.21K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC25$3.15K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$3.15K0.00%00.0%Unchanged
Private Wealth Management Group, LLC25$3.15K0.00%+4+19.0%Added
MRP Capital Investments, LLC25$3.15K0.00%+25New
Talon Private Wealth, LLC25$3.15K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC25$3.13K0.00%+1+4.2%Added
Synergy Investment Management, LLC22$2.77K0.00%+22New
Investment Management Corp21$2.65K0.00%+21New
Bradley & Co. Private Wealth Management, LLC21$2.65K0.00%+21New
Financial Gravity Companies, Inc.20$2.52K0.00%−2−9.1%Reduced
Atwood & Palmer Inc20$2.52K0.00%00.0%Unchanged
PayPay Securities Corp20$2.52K0.11%+20New
Principia Wealth Advisory, LLC20$2.52K0.00%+20New
Kozak & Associates, Inc.20$2.42K0.00%+9+81.8%Added
BOK Financial Private Wealth, Inc.19$2.40K0.00%−145−88.4%Reduced
Hara Capital LLC18$2.27K0.00%00.0%Unchanged
Menard Financial Group LLC18$2.27K0.00%+18New
Global Wealth Strategies & Associates17$2.14K0.00%00.0%Unchanged
Main Street Group, LTD16$2.02K0.00%−100−86.2%Reduced
Riverview Trust Co16$2.02K0.00%00.0%Unchanged
FWL Investment Management, LLC15$1.89K0.00%−115−88.5%Reduced
Orion Capital Management LLC14$1.76K0.00%+14New
State of Wyoming13$1.64K0.00%+2+18.2%Added
ROSS\JOHNSON & Associates LLC13$1.64K0.04%+13New
NBC Securities, Inc.10$1.28K0.12%−9,840−99.9%Reduced
Dakota Community Bank & Trust NA10$1.26K0.01%−45−81.8%Reduced
Anfield Capital Management, LLC10$1.26K0.00%−25−71.4%Reduced
Riggs Asset Managment Co. Inc.10$1.25K0.00%+10New
Parkworth Wealth Management, Inc.8$1.01K0.00%+8New
CKW Financial Group5$1.00K0.00%−4,301−99.9%Reduced
Winthrop Capital Management, LLC4$1.00K0.00%+4New
Retirement Wealth Solutions LLC7$8630.00%+7New
NVWM, LLC5$6310.00%−4−44.4%Reduced
Cherry Tree Wealth Management, LLC3$3790.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.2$3080.00%00.0%Unchanged
Activest Wealth Management2$2520.00%+2New
High Note Wealth, LLC2$2520.00%+2New
Oliver Lagore Vanvalin Investment Group2$2010.00%00.0%Unchanged
JDM Financial Group LLC0$00.00%−10−100.0%Sold out
Twinbeech Capital LP0$00.00%−382,504−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−375,000−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−222,030−100.0%Sold out
DDD Partners, LLC0$00.00%−108,947−100.0%Sold out
ING Groep NV0$00.00%−97,976−100.0%Sold out
Congress Asset Management Co0$00.00%−69,047−100.0%Sold out