United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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

Value heldQ4 2024: $64.8B

Institutions holding UPS and their total value by quarter
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.

Institutions holding UPS in Q4 2024
Institution	Value	% of portfolio	Change in shares	Action
Hendley & Co Inc	$0	0.00%	−47,004−100.0%	Sold out
tru Independence LLC	$0	0.00%	−31,035−100.0%	Sold out
Investment Management Corp of Ontario	$0	0.00%	−24,176−100.0%	Sold out
Meritage Portfolio Management	$0	0.00%	−23,119−100.0%	Sold out
Dynamic Advisor Solutions LLC	$0	0.00%	−22,522−100.0%	Sold out
Deane Retirement Strategies, Inc.	$0	0.00%	−21,870−100.0%	Sold out
Veriti Management LLC	$0	0.00%	−20,459−100.0%	Sold out
Quadrature Capital Ltd	$0	0.00%	−19,137−100.0%	Sold out
Investmark Advisory Group LLC	$0	0.00%	−15,901−100.0%	Sold out
Atom Investors LP	$0	0.00%	−13,522−100.0%	Sold out
BDF-Gestion	$0	0.00%	−21,254−100.0%	Sold out
Petredis Investment Advisors LLC	$0	0.00%	−13,356−100.0%	Sold out
Banque Pictet & Cie SA	$0	0.00%	−11,548−100.0%	Sold out
Cim, LLC	$0	0.00%	−11,103−100.0%	Sold out
Quantitative Investment Management, LLC	$0	0.00%	−10,441−100.0%	Sold out
Caas Capital Management LP	$0	0.00%	−9,600−100.0%	Sold out
Moore Capital Management, LP	$0	0.00%	−9,578−100.0%	Sold out
New Century Financial Group, LLC	$0	0.00%	−9,290−100.0%	Sold out
BlueChip Wealth Advisors LLC	$0	0.00%	−9,250−100.0%	Sold out
Tudor Investment Corp Et Al	$0	0.00%	−9,213−100.0%	Sold out
AlphaStar Capital Management, LLC	$0	0.00%	−8,547−100.0%	Sold out
Pacific Global Investment Management CO	$0	0.00%	−8,398−100.0%	Sold out
SPC Financial, Inc.	$0	0.00%	−8,234−100.0%	Sold out
nVerses Capital, LLC	$0	0.00%	−7,300−100.0%	Sold out
Alpha DNA Investment Management LLC	$0	0.00%	−7,286−100.0%	Sold out
Machina Capital S.A.S.	$0	0.00%	−7,179−100.0%	Sold out
Natixis	$0	0.00%	−6,695−100.0%	Sold out
Affinity Wealth Management LLC	$0	0.00%	−6,046−100.0%	Sold out
Calton & Associates, Inc.	$0	0.00%	−6,042−100.0%	Sold out
Summit Trail Advisors, LLC	$0	0.00%	−5,924−100.0%	Sold out
Concord Asset Management, LLC	$0	0.00%	−5,833−100.0%	Sold out
CPR Investments Inc.	$0	0.00%	−5,000−100.0%	Sold out
Bank of Hawaii	$0	0.00%	−4,992−100.0%	Sold out
S. R. Schill & Associates	$0	0.00%	−4,441−100.0%	Sold out
Accuvest Global Advisors	$0	0.00%	−3,068−100.0%	Sold out
Asahi Life Asset Management Co., Ltd.	$0	0.00%	−3,980−100.0%	Sold out
River Street Advisors LLC	$0	0.00%	−3,737−100.0%	Sold out
Phillips Wealth Planners LLC	$0	0.00%	−3,584−100.0%	Sold out
Founders Financial Securities LLC	$0	0.00%	−3,180−100.0%	Sold out
Cutler Investment Counsel LLC	$0	0.00%	−3,168−100.0%	Sold out
Encompass Wealth Advisors, LLC	$0	0.00%	−3,134−100.0%	Sold out
Schrum Private Wealth Management LLC	$0	0.00%	−2,924−100.0%	Sold out
Yeomans Consulting Group, Inc.	$0	0.00%	−2,801−100.0%	Sold out
Wharton Business Group, LLC	$0	0.00%	−2,695−100.0%	Sold out
Perennial Investment Advisors, LLC	$0	0.00%	−2,674−100.0%	Sold out
Abel Hall, LLC	$0	0.00%	−2,635−100.0%	Sold out
Balentine LLC	$0	0.00%	−2,472−100.0%	Sold out
Clifford Group, LLC	$0	0.00%	−2,463−100.0%	Sold out
Signal Advisors Wealth, LLC	$0	0.00%	−2,440−100.0%	Sold out
Clear Street Markets LLC	$0	0.00%	−2,400−100.0%	Sold out
Drive Wealth Management, LLC	$0	0.00%	−2,360−100.0%	Sold out
Baker Tilly Wealth Management, LLC	$0	0.00%	−2,321−100.0%	Sold out
MBB Public Markets I LLC	$0	0.00%	−2,160−100.0%	Sold out
Buffington Mohr McNeal	$0	0.00%	−2,128−100.0%	Sold out
Red Door Wealth Management, LLC	$0	0.00%	−2,035−100.0%	Sold out
Montecito Bank & Trust	$0	0.00%	−2,033−100.0%	Sold out
STAR Financial Bank	$0	0.00%	−1,949−100.0%	Sold out
Gratus Wealth Advisors, LLC	$0	0.00%	−1,977−100.0%	Sold out
Vanguard Capital Wealth Advisors	$0	0.00%	−1,900−100.0%	Sold out
Sapient Capital LLC	$0	0.00%	−1,891−100.0%	Sold out
Enclave Advisors LLC	$0	0.00%	−1,879−100.0%	Sold out
Oxford Financial Group Ltd	$0	0.00%	−1,873−100.0%	Sold out
Stillwater Capital Advisors, LLC	$0	0.00%	−1,857−100.0%	Sold out
Centurion Wealth Management LLC	$0	0.00%	−1,833−100.0%	Sold out
Woodward Diversified Capital, LLC	$0	0.00%	−1,819−100.0%	Sold out
Hamilton Capital, LLC	$0	0.00%	−1,687−100.0%	Sold out
Accel Wealth Management	$0	0.00%	−1,656−100.0%	Sold out
Consolidated Planning Corp	$0	0.00%	−1,651−100.0%	Sold out
Paradigm Capital Management, LLC	$0	0.00%	−1,640−100.0%	Sold out
Signature Estate & Investment Advisors LLC	$0	0.00%	−1,638−100.0%	Sold out
Fulcrum Equity Management	$0	0.00%	−1,637−100.0%	Sold out
Prosperity Consulting Group, LLC	$0	0.00%	−1,636−100.0%	Sold out
IVC Wealth Advisors LLC	$0	0.00%	−1,629−100.0%	Sold out
Heritage Oak Wealth Advisors LLC	$0	0.00%	−1,624−100.0%	Sold out
Peak Planning Group, LLC	$0	0.00%	−1,618−100.0%	Sold out
Cozad Asset Management Inc	$0	0.00%	−1,612−100.0%	Sold out
Bank of Nova Scotia Trust Co	$0	0.00%	−1,600−100.0%	Sold out
Staley Capital Advisers Inc	$0	0.00%	−1,581−100.0%	Sold out
Barlow Wealth Partners, Inc.	$0	0.00%	−1,638−100.0%	Sold out
First Financial Bankshares Inc	$0	0.00%	−1,573−100.0%	Sold out
Chesapeake Wealth Management	$0	0.00%	−1,560−100.0%	Sold out
Parametrica Management Ltd	$0	0.00%	−1,542−100.0%	Sold out
Silvia McColl Wealth Management, LLC	$0	0.00%	−1,536−100.0%	Sold out
Heartland Bank & Trust Co	$0	0.00%	−1,533−100.0%	Sold out
KPP Advisory Services LLC	$0	0.00%	−1,530−100.0%	Sold out
Diversified Enterprises, LLC	$0	0.00%	−1,530−100.0%	Sold out
Grant/GrossMendelsohn, LLC	$0	0.00%	−1,528−100.0%	Sold out
Boltwood Capital Management	$0	0.00%	−1,525−100.0%	Sold out
JGP Wealth Management, LLC	$0	0.00%	−1,510−100.0%	Sold out
Gillespie Robinson & Grimm Inc	$0	0.00%	−1,504−100.0%	Sold out
Rbo & Co LLC	$0	0.00%	−1,500−100.0%	Sold out
Cahaba Wealth Management, Inc.	$0	0.00%	−1,494−100.0%	Sold out
Key Client Fiduciary Advisors, LLC	$0	0.00%	−1,493−100.0%	Sold out
West Bancorporation Inc	$0	0.00%	−1,490−100.0%	Sold out
Regent Peak Wealth Advisors LLC	$0	0.00%	−1,490−100.0%	Sold out
Tower Wealth Partners, Inc.	$0	0.00%	−1,487−100.0%	Sold out
Walker Asset Management, LLC	$0	0.00%	−1,483−100.0%	Sold out
Schwartz Investment Counsel Inc	$0	0.00%	−1,482−100.0%	Sold out
Bedel Financial Consulting, Inc.	$0	0.00%	−1,481−100.0%	Sold out
Auxano Advisors, LLC	$0	0.00%	−1,473−100.0%	Sold out