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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 214,533 | $27.1M | 0.22% | +11,054+5.4% | Added |
| Arizona State Retirement System | 211,390 | $26.7M | 0.16% | +2,254+1.1% | Added |
| Nexus Investment Management ULC | 210,600 | $26.6M | 2.66% | +7,545+3.7% | Added |
| Holocene Advisors, LP | 210,000 | $26.5M | 0.09% | +210,000 | New |
| Clarkston Capital Partners, LLC | 209,886 | $26.5M | 0.51% | +5,792+2.8% | Added |
| Smith Chas P & Associates Pa Cpas | 208,455 | $26.3M | 1.51% | −23,764−10.2% | Reduced |
| Comerica Bank | 208,000 | $26.2M | 0.11% | −28,217−11.9% | Reduced |
| Gateway Investment Advisers LLC | 205,715 | $25.9M | 0.29% | −44,203−17.7% | Reduced |
| Professional Advisory Services Inc | 202,811 | $25.6M | 3.53% | −1,317−0.6% | Reduced |
| Jones Financial Companies LLLP | 201,030 | $25.3M | 0.02% | +94,237+88.2% | Added |
| State of Michigan Retirement System | 198,514 | $25.0M | 0.13% | −1,000−0.5% | Reduced |
| Teacher Retirement System of Texas | 198,121 | $25.0M | 0.09% | +111,393+128.4% | Added |
| MetLife Investment Management | 193,539 | $24.4M | 0.13% | +3,128+1.6% | Added |
| State of Tennessee, Treasury Department | 192,987 | $24.3M | 0.09% | −8,026−4.0% | Reduced |
| Blair William & Co | 192,681 | $24.3M | 0.07% | −12,518−6.1% | Reduced |
| Andra AP-fonden | 192,183 | $24.2M | 0.39% | +29,000+17.8% | Added |
| Capital Investment Advisors, LLC | 190,695 | $24.0M | 0.49% | −12,926−6.3% | Reduced |
| Schroder Investment Management Group | 190,286 | $23.8M | 0.02% | +12,286+6.9% | Added |
| Advisor Group Holdings, Inc. | 198,452 | $23.5M | 0.05% | +11,862+6.4% | Added |
| Canada Pension Plan Investment Board | 182,996 | $23.1M | 0.02% | +81,485+80.3% | Added |
| Jamison Private Wealth Management, Inc. | 180,494 | $22.8M | 3.36% | +3,721+2.1% | Added |
| Delta Asset Management LLC | 178,681 | $22.5M | 2.02% | −1,665−0.9% | Reduced |
| Renaissance Technologies LLC | 177,401 | $22.4M | 0.03% | −150,962−46.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 176,157 | $22.2M | 0.02% | −181,602−50.8% | Reduced |
| United Services Automobile Association | 175,117 | $22.1M | 0.72% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 174,045 | $21.9M | 0.09% | −6,356−3.5% | Reduced |
| AQR Capital Management LLC | 173,124 | $21.7M | 0.03% | −192,762−52.7% | Reduced |
| Willis Investment Counsel | 171,522 | $21.6M | 1.42% | +1,721+1.0% | Added |
| Oppenheimer Asset Management Inc. | 171,143 | $21.6M | 0.26% | −24,903−12.7% | Reduced |
| Sabal Trust CO | 171,027 | $21.6M | 1.25% | +5,005+3.0% | Added |
| Keybank National Association | 169,330 | $21.4M | 0.08% | −8,975−5.0% | Reduced |
| Corebridge Financial, Inc. | 168,092 | $21.2M | 0.11% | −8,329−4.7% | Reduced |
| La Banque Postale Asset Management SA | 165,932 | $20.9M | 0.28% | +57,630+53.2% | Added |
| Verity & Verity, LLC | 165,693 | $20.9M | 1.91% | +36,142+27.9% | Added |
| TCW Group Inc | 165,596 | $20.9M | 0.18% | +29,411+21.6% | Added |
| Forsta Ap-Fonden | 165,500 | $20.9M | 0.15% | −6,100−3.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 165,042 | $20.8M | 0.07% | +23,136+16.3% | Added |
| Trexquant Investment LP | 162,502 | $20.5M | 0.24% | +162,502 | New |
| Voloridge Investment Management, LLC | 159,592 | $20.1M | 0.07% | −598,663−79.0% | Reduced |
| Czech National Bank | 158,576 | $20.0M | 0.19% | +9,356+6.3% | Added |
| Retirement Systems of Alabama | 158,348 | $20.0M | 0.07% | −1,155−0.7% | Reduced |
| Evergreen Capital Management LLC | 158,276 | $20.0M | 0.65% | +10,720+7.3% | Added |
| Kestra Advisory Services, LLC | 157,339 | $19.8M | 0.11% | −18,257−10.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 155,511 | $19.6M | 0.12% | −3,949−2.5% | Reduced |
| Letko, Brosseau & Associates Inc | 154,369 | $19.5M | 0.38% | −833−0.5% | Reduced |
| RSM US Wealth Management LLC | 151,789 | $19.1M | 0.27% | −1,684−1.1% | Reduced |
| Allworth Financial LP | 143,765 | $19.1M | 0.10% | +2,914+2.1% | Added |
| Benjamin Edwards Inc | 150,525 | $19.0M | 0.27% | +3,714+2.5% | Added |
| Warren Averett Asset Management, LLC | 150,428 | $19.0M | 0.29% | +65,493+77.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 149,830 | $18.8M | 0.08% | +925+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 148,251 | $18.7M | 0.06% | +7,789+5.5% | Added |
| Bridgeway Capital Management, LLC | 146,633 | $18.5M | 0.41% | +16,056+12.3% | Added |
| ADAPT Investment Managers SA | 145,899 | $18.4M | 8.53% | +145,899 | New |
| CIBC Private Wealth Group, LLC | 144,896 | $18.4M | 0.03% | −9,771−6.3% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 145,000 | $18.2M | 1.52% | +145,000 | New |
| Godsey & Gibb Associates | 142,387 | $18.0M | 1.79% | +3,879+2.8% | Added |
| Hudson Bay Capital Management LP | 142,101 | $17.9M | 0.11% | +142,101 | New |
| Amalgamated Bank | 140,673 | $17.7M | 0.15% | −3,020−2.1% | Reduced |
| British Columbia Investment Management Corp | 140,277 | $17.7M | 0.11% | +18,574+15.3% | Added |
| Kimelman & Baird, LLC | 139,279 | $17.6M | 1.40% | +1,702+1.2% | Added |
| Modera Wealth Management, LLC | 138,795 | $17.5M | 0.21% | −1,363−1.0% | Reduced |
| CIBC Asset Management Inc | 137,490 | $17.3M | 0.06% | +576+0.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 134,600 | $17.0M | 0.40% | −201−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 133,174 | $16.8M | 0.88% | −4,625−3.4% | Reduced |
| IFM Investors Pty Ltd | 131,438 | $16.6M | 0.17% | −15,351−10.5% | Reduced |
| Worldquant Millennium Advisors LLC | 131,427 | $16.6M | 0.11% | +131,427 | New |
| Empowered Funds, LLC | 129,683 | $16.4M | 0.24% | +54,182+71.8% | Added |
| Allspring Global Investments Holdings, LLC | 131,623 | $16.3M | 0.03% | +28,108+27.2% | Added |
| Grimes & Company, Inc. | 128,433 | $16.2M | 0.47% | −13,255−9.4% | Reduced |
| Tamar Securities, LLC | 125,972 | $15.9M | 2.19% | −6,030−4.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 125,260 | $15.8M | 0.07% | +125,260 | New |
| Factory Mutual Insurance Co | 123,700 | $15.6M | 0.17% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 123,628 | $15.6M | 2.25% | +7,080+6.1% | Added |
| Donald L. Hagan, LLC | 123,000 | $15.5M | 8.05% | −6,485−5.0% | Reduced |
| Capstone Investment Advisors, LLC | 122,221 | $15.4M | 0.15% | +33,570+37.9% | Added |
| Utah Retirement Systems | 120,818 | $15.2M | 0.17% | +200+0.2% | Added |
| Dearborn Partners LLC | 120,399 | $15.2M | 0.64% | −4,796−3.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 120,175 | $15.2M | 1.05% | +1,523+1.3% | Added |
| Calamos Advisors LLC | 119,031 | $15.0M | 0.07% | 00.0% | Unchanged |
| South Dakota Investment Council | 117,820 | $14.9M | 0.30% | +35,370+42.9% | Added |
| Marco Investment Management LLC | 116,568 | $14.7M | 1.27% | +3,936+3.5% | Added |
| MML Investors Services, LLC | 115,991 | $14.6M | 0.05% | −1,869−1.6% | Reduced |
| Financial Counselors Inc | 115,942 | $14.6M | 0.21% | −1,675−1.4% | Reduced |
| KCM Investment Advisors LLC | 115,834 | $14.6M | 0.50% | −23,607−16.9% | Reduced |
| CIBC World Markets Corp | 115,449 | $14.6M | 0.09% | +16,181+16.3% | Added |
| First Long Island Investors, LLC | 114,819 | $14.5M | 1.15% | +110.0% | Added |
| Aquatic Capital Management LLC | 114,807 | $14.5M | 0.39% | +68,007+145.3% | Added |
| Vivaldi Capital Management, LLC | 103,541 | $14.1M | 2.16% | +103,541 | New |
| Measured Wealth Private Client Group, LLC | 111,552 | $14.1M | 4.55% | +111,552 | New |
| Drexel Morgan & Co. | 109,765 | $13.8M | 2.86% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 108,976 | $13.7M | 0.03% | +10,074+10.2% | Added |
| New York Life Investment Management LLC | 108,894 | $13.7M | 0.13% | +521+0.5% | Added |
| Brookstone Capital Management | 108,837 | $13.7M | 0.20% | +10,655+10.9% | Added |
| AMF Pensionsforsakring AB | 108,360 | $13.7M | 0.10% | 00.0% | Unchanged |
| Scotia Capital Inc. | 108,238 | $13.6M | 0.07% | +881+0.8% | Added |
| Marcum Wealth, LLC | 107,860 | $13.6M | 1.18% | −1,355−1.2% | Reduced |
| Greatmark Investment Partners, Inc. | 107,406 | $13.5M | 1.84% | +4,795+4.7% | Added |
| Fifth Third Bancorp | 106,833 | $13.5M | 0.05% | −6,073−5.4% | Reduced |
| Intact Investment Management Inc. | 106,400 | $13.4M | 0.47% | +3,890+3.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 106,281 | $13.4M | 0.13% | +106,281 | New |