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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 106,207 | $13.4M | 0.03% | +12,771+13.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 106,131 | $13.4M | 0.21% | +106,131 | New |
| Sound Income Strategies, LLC | 105,817 | $13.3M | 0.83% | +103,953+5,576.9% | Added |
| Regions Financial Corp | 105,761 | $13.3M | 0.10% | −4,061−3.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 104,809 | $13.2M | 1.49% | +4,754+4.8% | Added |
| Yousif Capital Management, LLC | 104,655 | $13.2M | 0.15% | −1,144−1.1% | Reduced |
| Private Advisor Group, LLC | 104,629 | $13.2M | 0.07% | −239−0.2% | Reduced |
| International Assets Investment Management, LLC | 106,387 | $13.2M | 1.10% | −14,525,074−99.3% | Reduced |
| Mayar Capital Ltd. | 104,320 | $13.2M | 17.23% | −14,368−12.1% | Reduced |
| Xponance, Inc. | 104,237 | $13.1M | 0.12% | +1,431+1.4% | Added |
| Sanctuary Advisors, LLC | 114,130 | $13.1M | 0.08% | +775+0.7% | Added |
| Loomis Sayles & Co L P | 103,068 | $13.0M | 0.02% | +5,356+5.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,726 | $13.0M | 0.13% | +4,488+4.6% | Added |
| Trillium Asset Management, LLC | 101,630 | $12.8M | 0.33% | −11,373−10.1% | Reduced |
| Assetmark, Inc | 100,212 | $12.6M | 0.03% | +19,326+23.9% | Added |
| Washington Trust Advisors, Inc. | 98,435 | $12.4M | 1.04% | −4,888−4.7% | Reduced |
| Daiwa Securities Group Inc. | 98,355 | $12.4M | 0.06% | +7,093+7.8% | Added |
| QRG Capital Management, Inc. | 97,694 | $12.3M | 0.13% | −1,090−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 97,244 | $12.3M | 0.05% | −3,080−3.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 95,512 | $12.0M | 0.38% | +13,669+16.7% | Added |
| Everett Harris & Co | 95,438 | $12.0M | 0.15% | −2,793−2.8% | Reduced |
| Janney Capital Management LLC | 95,071 | $12.0M | 0.79% | +6,636+7.5% | Added |
| Founders Capital Management, LLC | 94,979 | $12.0M | 2.10% | +44,686+88.9% | Added |
| Telos Capital Management, Inc. | 93,971 | $11.8M | 1.26% | −1,507−1.6% | Reduced |
| First Manhattan Co | 93,195 | $11.8M | 0.03% | −12,687−12.0% | Reduced |
| Brinker Capital Investments, LLC | 92,570 | $11.7M | 0.12% | +8,693+10.4% | Added |
| Orion Portfolio Solutions, LLC | 92,570 | $11.7M | 0.12% | +8,693+10.4% | Added |
| GWM Advisors LLC | 92,100 | $11.6M | 0.07% | −1,478−1.6% | Reduced |
| Neuberger Berman Group LLC | 91,862 | $11.6M | 0.01% | −1,084−1.2% | Reduced |
| Southern Capital Advisors, LLC | 91,726 | $11.6M | 6.40% | −1,979−2.1% | Reduced |
| Public Sector Pension Investment Board | 91,500 | $11.5M | 0.05% | +59,211+183.4% | Added |
| Vontobel Holding Ltd. | 91,465 | $11.5M | 0.04% | +627+0.7% | Added |
| Westshore Wealth, LLC | 91,269 | $11.5M | 4.66% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 91,255 | $11.5M | 0.21% | −3,890−4.1% | Reduced |
| Fullcircle Wealth LLC | 99,472 | $11.5M | 4.71% | −2,805−2.7% | Reduced |
| Hengehold Capital Management LLC | 90,687 | $11.4M | 1.08% | +200+0.2% | Added |
| State of Alaska, Department of Revenue | 90,611 | $11.4M | 0.13% | −9,970−9.9% | Reduced |
| Pinnacle Financial Partners Inc | 89,979 | $11.3M | 0.23% | −1,911−2.1% | Reduced |
| Fisher Asset Management, LLC | 89,416 | $11.3M | 0.00% | −34,654−27.9% | Reduced |
| Peapack Gladstone Financial Corp | 89,261 | $11.3M | 0.16% | +6,157+7.4% | Added |
| TownSquare Capital, LLC | 89,050 | $11.2M | 0.13% | +6,192+7.5% | Added |
| Jacobs & Co | 88,746 | $11.2M | 1.14% | +691+0.8% | Added |
| Brown Brothers Harriman & Co | 88,692 | $11.2M | 0.08% | −34,006−27.7% | Reduced |
| Nissay Asset Management Corp | 88,599 | $11.2M | 0.07% | +360+0.4% | Added |
| Mutual of America Capital Management LLC | 87,629 | $11.1M | 0.12% | −2,589−2.9% | Reduced |
| Mercer Global Advisors Inc | 86,781 | $10.9M | 0.03% | −5,683−6.1% | Reduced |
| Stockman Wealth Management, Inc. | 86,673 | $10.9M | 1.71% | +86,673 | New |
| Brown Advisory Inc | 86,628 | $10.9M | 0.01% | −17,435−16.8% | Reduced |
| Isthmus Partners, LLC | 85,710 | $10.8M | 1.31% | −15,437−15.3% | Reduced |
| Charter Trust Co | 85,146 | $10.7M | 0.70% | −549−0.6% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 84,574 | $10.7M | 8.19% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 84,168 | $10.6M | 2.16% | +4,453+5.6% | Added |
| CapWealth Advisors, LLC | 83,874 | $10.6M | 1.17% | +3,312+4.1% | Added |
| Cullinan Associates Inc | 83,426 | $10.5M | 0.68% | −12,495−13.0% | Reduced |
| United Bank | 83,378 | $10.5M | 1.25% | −855−1.0% | Reduced |
| Pathstone Holdings, LLC | 82,637 | $10.4M | 0.05% | −13,754−14.3% | Reduced |
| Heritage Investors Management Corp | 82,448 | $10.4M | 0.34% | +507+0.6% | Added |
| Moneta Group Investment Advisors LLC | 82,420 | $10.4M | 0.15% | −649−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 82,008 | $10.3M | 0.10% | −10,600−11.4% | Reduced |
| Rafferty Asset Management, LLC | 81,867 | $10.3M | 0.04% | +11,322+16.0% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $10.3M | 2.82% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 81,329 | $10.3M | 0.82% | +1,423+1.8% | Added |
| Adviser Investments LLC | 81,274 | $10.2M | 0.13% | −668−0.8% | Reduced |
| Lido Advisors, LLC | 81,250 | $10.2M | 0.06% | +8,058+11.0% | Added |
| Miramar Capital, LLC | 81,121 | $10.2M | 2.44% | −12,572−13.4% | Reduced |
| Avanza Fonder AB | 79,297 | $10.0M | 0.30% | +79,297 | New |
| Kestra Private Wealth Services, LLC | 78,852 | $9.94M | 0.17% | +6,943+9.7% | Added |
| BLI - Banque de Luxembourg Investments | 78,780 | $9.87M | 0.27% | +78,780 | New |
| CWM, LLC | 77,557 | $9.78M | 0.04% | −7,979−9.3% | Reduced |
| Nwam LLC | 77,543 | $9.78M | 0.60% | −90,528−53.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 77,000 | $9.71M | 0.08% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 76,740 | $9.68M | 1.14% | −944−1.2% | Reduced |
| Logan Capital Management Inc | 76,481 | $9.64M | 0.40% | −10,588−12.2% | Reduced |
| Summit Global Investments | 76,429 | $9.64M | 0.60% | +57,447+302.6% | Added |
| Synovus Financial Corp | 75,738 | $9.55M | 0.12% | −11,793−13.5% | Reduced |
| Centre Asset Management, LLC | 75,571 | $9.53M | 2.18% | +75,571 | New |
| Engineers Gate Manager LP | 75,397 | $9.51M | 0.17% | −4,753−5.9% | Reduced |
| Varma Mutual Pension Insurance Co | 75,370 | $9.50M | 0.07% | −76,600−50.4% | Reduced |
| United Capital Financial Advisers, LLC | 75,323 | $9.50M | 0.08% | −3,170−4.0% | Reduced |
| Stephens Inc | 75,250 | $9.49M | 0.13% | −47,638−38.8% | Reduced |
| Eisler Capital Management Ltd. | 76,540 | $9.48M | 0.32% | +76,540 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,049 | $9.46M | 0.26% | +9,990+15.4% | Added |
| Olstein Capital Management, L.P. | 75,000 | $9.46M | 1.66% | −3,000−3.8% | Reduced |
| Woodmont Investment Counsel LLC | 74,683 | $9.42M | 0.70% | −987−1.3% | Reduced |
| Advocate Group LLC | 74,600 | $9.41M | 1.77% | +6,216+9.1% | Added |
| Quantinno Capital Management LP | 74,283 | $9.37M | 0.09% | +9,550+14.8% | Added |
| BancorpSouth Bank | 73,809 | $9.31M | 0.63% | +36,595+98.3% | Added |
| Associated Banc-Corp | 73,170 | $9.23M | 0.28% | +8,209+12.6% | Added |
| Hendershot Investments Inc. | 73,046 | $9.21M | 1.26% | +6,610+9.9% | Added |
| Crestline Management, LP | 72,981 | $9.20M | 0.32% | +58,107+390.7% | Added |
| J.W. Cole Advisors, Inc. | 72,538 | $9.15M | 0.37% | −391−0.5% | Reduced |
| Kornitzer Capital Management Inc | 72,517 | $9.14M | 0.18% | −1,444−2.0% | Reduced |
| Madison Asset Management, LLC | 72,280 | $9.11M | 0.10% | −28,095−28.0% | Reduced |
| Madison Investment Advisors, LLC | 72,280 | $9.11M | 0.10% | +72,280 | New |
| Candriam Luxembourg S.C.A. | 71,341 | $9.00M | 0.05% | −67,813−48.7% | Reduced |
| Pinnacle Associates Ltd | 70,978 | $8.95M | 0.12% | −33,753−32.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 70,388 | $8.88M | 0.08% | +2,315+3.4% | Added |
| Allianz SE | 70,119 | $8.84M | 0.23% | +660+1.0% | Added |
| TCTC Holdings, LLC | 69,588 | $8.78M | 0.32% | −482−0.7% | Reduced |
| Mizuho Securities USA LLC | 69,317 | $8.74M | 0.16% | +21,818+45.9% | Added |