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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 70,927 | $8.73M | 0.10% | +17,105+31.8% | Added |
| Cyndeo Wealth Partners, LLC | 69,090 | $8.71M | 0.59% | +3,959+6.1% | Added |
| Quantbot Technologies LP | 68,310 | $8.61M | 0.31% | +54,161+382.8% | Added |
| Armstrong Advisory Group, Inc | 68,171 | $8.60M | 0.69% | −6,975−9.3% | Reduced |
| Atria Investments LLC | 68,059 | $8.58M | 0.11% | −1,441−2.1% | Reduced |
| Bell Bank | 67,806 | $8.55M | 0.64% | +8,712+14.7% | Added |
| Bartlett & Co. Wealth Management LLC | 67,386 | $8.50M | 0.12% | −5,009−6.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 67,077 | $8.46M | 0.02% | −6,649−9.0% | Reduced |
| Mackenzie Financial Corp | 67,015 | $8.45M | 0.01% | +4,935+7.9% | Added |
| Elo Mutual Pension Insurance Co | 66,847 | $8.43M | 0.18% | −2,474−3.6% | Reduced |
| Sowell Financial Services LLC | 66,629 | $8.40M | 0.44% | +216+0.3% | Added |
| Stratos Wealth Partners, LTD. | 66,445 | $8.38M | 0.12% | +1,832+2.8% | Added |
| Los Angeles Capital Management LLC | 66,148 | $8.34M | 0.03% | +37,936+134.5% | Added |
| Cooper Financial Group | 65,907 | $8.31M | 1.00% | +51,360+353.1% | Added |
| Summit Financial Wealth Advisors, LLC | 74,074 | $8.24M | 1.61% | +14,989+25.4% | Added |
| Robeco Institutional Asset Management B.V. | 64,950 | $8.19M | 0.02% | +1,997+3.2% | Added |
| Avantax Advisory Services, Inc. | 64,682 | $8.16M | 0.05% | −17,318−21.1% | Reduced |
| Edgar Lomax Co | 64,620 | $8.15M | 0.53% | −1,515−2.3% | Reduced |
| Mairs & Power Inc | 64,529 | $8.14M | 0.08% | −16,615−20.5% | Reduced |
| Tritonpoint Wealth, LLC | 64,132 | $8.09M | 0.73% | +18,350+40.1% | Added |
| Motley Fool Wealth Management, LLC | 63,745 | $8.03M | 0.41% | −7,755−10.8% | Reduced |
| NewSquare Capital LLC | 63,978 | $8.01M | 0.64% | +32,294+101.9% | Added |
| Baker Avenue Asset Management, LP | 62,977 | $7.94M | 0.24% | −400−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 62,664 | $7.90M | 0.15% | −100.0% | Reduced |
| Evercore Wealth Management, LLC | 62,117 | $7.83M | 0.12% | +16,880+37.3% | Added |
| GAM Holding AG | 61,574 | $7.76M | 0.58% | −1,939−3.1% | Reduced |
| United Advisor Group, LLC | 61,522 | $7.76M | 1.53% | −180−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 61,055 | $7.70M | 0.24% | −55,360−47.6% | Reduced |
| Miracle Mile Advisors, LLC | 60,935 | $7.68M | 0.16% | +8,543+16.3% | Added |
| MAI Capital Management | 60,666 | $7.65M | 0.06% | +3,482+6.1% | Added |
| Visionary Wealth Advisors | 60,133 | $7.58M | 0.44% | −20,118−25.1% | Reduced |
| Sagefield Capital LP | 60,033 | $7.57M | 0.82% | −4,538−7.0% | Reduced |
| Ally Financial Inc. | 60,000 | $7.57M | 0.92% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 59,697 | $7.53M | 0.44% | −200.0% | Reduced |
| Wesbanco Bank Inc | 59,268 | $7.47M | 0.26% | −1,113−1.8% | Reduced |
| Noesis Capital Mangement Corp | 59,215 | $7.47M | 1.42% | −1,252−2.1% | Reduced |
| Cresset Asset Management, LLC | 59,110 | $7.45M | 0.04% | −33,511−36.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 59,031 | $7.44M | 1.74% | +27,472+87.0% | Added |
| Iowa State Bank | 58,949 | $7.43M | 1.55% | −699−1.2% | Reduced |
| Clark & Stuart, Inc | 58,915 | $7.43M | 5.44% | +58,915 | New |
| Tufton Capital Management | 58,851 | $7.42M | 1.40% | +4,014+7.3% | Added |
| Lee Danner & Bass Inc | 58,665 | $7.40M | 0.59% | +7,005+13.6% | Added |
| Argent Trust Co | 58,657 | $7.40M | 0.30% | −2,793−4.5% | Reduced |
| Ameritas Advisory Services, LLC | 58,465 | $7.37M | 0.25% | +50,530+636.8% | Added |
| Lathrop Investment Management Corp | 58,436 | $7.37M | 1.40% | +2,052+3.6% | Added |
| Snowden Capital Advisors LLC | 58,249 | $7.35M | 0.23% | −1,950−3.2% | Reduced |
| Country Club Bank | 58,540 | $7.34M | 0.49% | −9,357−13.8% | Reduced |
| Wealthcare Advisory Partners LLC | 58,003 | $7.31M | 0.20% | +10,041+20.9% | Added |
| Twin Tree Management, LP | 57,723 | $7.28M | 0.18% | +57,723 | New |
| Glenview Trust Co | 57,643 | $7.27M | 0.14% | −554−1.0% | Reduced |
| CIBC World Markets Inc. | 57,190 | $7.21M | 0.02% | −10,276−15.2% | Reduced |
| Oppenheimer & Co Inc | 57,166 | $7.21M | 0.11% | −2,602−4.4% | Reduced |
| Executive Wealth Management, LLC | 57,111 | $7.20M | 0.56% | +714+1.3% | Added |
| Savant Capital, LLC | 56,803 | $7.16M | 0.06% | −733−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 55,991 | $7.06M | 0.18% | −603−1.1% | Reduced |
| Romano Brothers and Company | 55,900 | $7.05M | 0.89% | −275−0.5% | Reduced |
| Lynch & Associates | 55,893 | $7.05M | 1.53% | −543−1.0% | Reduced |
| Welch & Forbes LLC | 55,849 | $7.04M | 0.09% | −5,247−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 55,152 | $6.95M | 0.04% | +15,756+40.0% | Added |
| Landscape Capital Management, L.L.C. | 54,873 | $6.92M | 0.73% | +29,122+113.1% | Added |
| Teachers Retirement System of the State of Kentucky | 54,260 | $6.84M | 0.06% | −577−1.1% | Reduced |
| Tocqueville Asset Management L.P. | 53,864 | $6.79M | 0.11% | +10,419+24.0% | Added |
| Gilman Hill Asset Management, LLC | 53,858 | $6.79M | 1.18% | −4,942−8.4% | Reduced |
| Shelton Capital Management | 53,773 | $6.78M | 0.17% | −141−0.3% | Reduced |
| Grace & White Inc | 53,690 | $6.77M | 1.27% | 00.0% | Unchanged |
| Toroso Investments, LLC | 53,482 | $6.74M | 0.06% | +19,227+56.1% | Added |
| Integrated Wealth Concepts LLC | 53,093 | $6.70M | 0.08% | +4,897+10.2% | Added |
| Abn Amro Investment Solutions | 52,655 | $6.64M | 0.12% | −13,091−19.9% | Reduced |
| Live Oak Private Wealth LLC | 52,252 | $6.59M | 1.11% | −602−1.1% | Reduced |
| Temasek Holdings (Private) Ltd | 52,248 | $6.59M | 0.03% | −233,249−81.7% | Reduced |
| Gilbert & Cook, Inc. | 52,140 | $6.57M | 0.93% | −3,419−6.2% | Reduced |
| Mizuho Markets Americas LLC | 51,899 | $6.54M | 0.13% | +20,650+66.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 51,351 | $6.48M | 0.02% | −464−0.9% | Reduced |
| Virtu Financial LLC | 51,021 | $6.43M | 0.34% | +51,021 | New |
| Commerzbank Aktiengesellschaft | 51,265 | $6.42M | 0.15% | −7,463−12.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 50,922 | $6.42M | 0.07% | +35,004+219.9% | Added |
| Resources Management Corp | 50,877 | $6.42M | 0.88% | +99+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 50,875 | $6.42M | 0.01% | +294+0.6% | Added |
| Texas Yale Capital Corp. | 50,848 | $6.41M | 0.26% | −4,792−8.6% | Reduced |
| Gotham Asset Management, LLC | 50,757 | $6.40M | 0.06% | +25,861+103.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,740 | $6.35M | 0.07% | +20,440+67.5% | Added |
| Kentucky Retirement Systems | 50,337 | $6.35M | 0.19% | −694−1.4% | Reduced |
| Captrust Financial Advisors | 50,205 | $6.33M | 0.02% | +2,217+4.6% | Added |
| Linscomb & Williams, Inc. | 49,509 | $6.24M | 0.31% | +1,447+3.0% | Added |
| Griffin Asset Management, Inc. | 49,412 | $6.23M | 0.73% | +2,908+6.3% | Added |
| Capital Management Corp | 48,934 | $6.17M | 1.11% | +7,541+18.2% | Added |
| JustInvest LLC | 48,922 | $6.17M | 0.09% | −682−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 48,881 | $6.16M | 0.39% | −2,838−5.5% | Reduced |
| Intellus Advisors LLC | 48,712 | $6.14M | 1.06% | +48,712 | New |
| Generali Asset Management SPA SGR | 48,612 | $6.13M | 0.16% | +48,612 | New |
| Apollon Wealth Management, LLC | 48,572 | $6.12M | 0.14% | +29,934+160.6% | Added |
| UniSuper Management Pty Ltd | 48,299 | $6.09M | 0.04% | −122,800−71.8% | Reduced |
| Northwest & Ethical Investments L.P. | 48,004 | $6.05M | 0.16% | −7,825−14.0% | Reduced |
| PFG Investments, LLC | 47,897 | $6.04M | 0.38% | +34,379+254.3% | Added |
| Naples Global Advisors, LLC | 47,798 | $6.03M | 0.56% | +1,227+2.6% | Added |
| First National Bank of Omaha | 47,706 | $6.02M | 0.39% | −277−0.6% | Reduced |
| Prospera Financial Services Inc | 47,634 | $6.01M | 0.14% | −9,007−15.9% | Reduced |
| Birch Capital Management, LLC | 47,641 | $6.01M | 3.02% | +850+1.8% | Added |
| Sompo Asset Management Co., Ltd. | 47,559 | $6.00M | 1.01% | +7,246+18.0% | Added |
| Value Partners Investments Inc. | 47,378 | $5.97M | 3.37% | −530,899−91.8% | Reduced |