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 |
|---|---|---|---|---|---|
| Keystone Financial Planning, Inc. | 47,254 | $5.96M | 1.85% | −81−0.2% | Reduced |
| Brevan Howard Capital Management LP | 47,116 | $5.94M | 0.15% | +43,607+1,242.7% | Added |
| Alberta Investment Management Corp | 47,100 | $5.94M | 0.04% | +26,200+125.4% | Added |
| Occudo Quantitative Strategies LP | 47,079 | $5.94M | 1.07% | +44,834+1,997.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,060 | $5.93M | 0.06% | −16,981−26.5% | Reduced |
| Koshinski Asset Management, Inc. | 46,764 | $5.90M | 0.50% | +66+0.1% | Added |
| Independent Advisor Alliance | 46,258 | $5.83M | 0.08% | +7,821+20.3% | Added |
| Concurrent Investment Advisors, LLC | 46,022 | $5.80M | 0.16% | −412−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 45,668 | $5.76M | 0.11% | +24,290+113.6% | Added |
| Wambolt & Associates, LLC | 45,637 | $5.75M | 1.84% | −553−1.2% | Reduced |
| Hartford Investment Management Co | 45,110 | $5.69M | 0.19% | −873−1.9% | Reduced |
| Atria Wealth Solutions, Inc. | 44,085 | $5.62M | 0.06% | +4,300+10.8% | Added |
| IMC-Chicago, LLC | 44,483 | $5.61M | 0.15% | +44,483 | New |
| Morgan Dempsey Capital Management LLC | 44,464 | $5.61M | 2.26% | +4,029+10.0% | Added |
| CMG Global Holdings, LLC | 42,098 | $5.58M | 3.08% | +2,440+6.2% | Added |
| CX Institutional | 44,167 | $5.57M | 0.22% | +9,733+28.3% | Added |
| Signaturefd, LLC | 43,744 | $5.52M | 0.10% | −202−0.5% | Reduced |
| Hi-Line Capital Management, LLC | 43,676 | $5.51M | 2.41% | −289−0.7% | Reduced |
| Huntington National Bank | 43,465 | $5.48M | 0.04% | −3,481−7.4% | Reduced |
| Eagle Rock Investment Company, LLC | 43,350 | $5.47M | 0.91% | −100.0% | Reduced |
| Level Four Advisory Services, LLC | 42,957 | $5.42M | 0.22% | −8,859−17.1% | Reduced |
| First National Trust Co | 42,670 | $5.38M | 0.20% | −764−1.8% | Reduced |
| Builder Investment Group Inc | 42,530 | $5.36M | 1.46% | −270−0.6% | Reduced |
| Addenda Capital Inc. | 42,478 | $5.36M | 0.19% | −121−0.3% | Reduced |
| Verdence Capital Advisors LLC | 42,363 | $5.34M | 0.43% | −11,926−22.0% | Reduced |
| Principal Securities, Inc. | 42,247 | $5.33M | 0.12% | +1,172+2.9% | Added |
| NEOS Investment Management LLC | 41,985 | $5.29M | 0.12% | +9,952+31.1% | Added |
| HTLF Bank | 41,845 | $5.28M | 0.60% | +782+1.9% | Added |
| Beacon Pointe Advisors, LLC | 41,799 | $5.27M | 0.06% | −18,539−30.7% | Reduced |
| Woodstock Corp | 41,766 | $5.27M | 0.51% | −3,071−6.8% | Reduced |
| Sequoia Financial Advisors, LLC | 41,722 | $5.26M | 0.05% | −58,851−58.5% | Reduced |
| Rowland & Co Investment Counsel | 41,581 | $5.24M | 1.10% | −105−0.3% | Reduced |
| CCM Investment Group, LLC | 41,821 | $5.24M | 0.57% | +41,821 | New |
| XML Financial, LLC | 41,434 | $5.22M | 0.48% | −1,560−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,386 | $5.22M | 0.04% | +641+1.6% | Added |
| APG Asset Management N.V. | 42,600 | $5.19M | 0.01% | −59,094−58.1% | Reduced |
| Anchor Investment Management, LLC | 41,103 | $5.18M | 0.48% | −1,510−3.5% | Reduced |
| Waterfront Wealth Inc. | 41,064 | $5.18M | 1.26% | −579−1.4% | Reduced |
| Boston Research & Management Inc | 41,019 | $5.17M | 1.25% | +1,183+3.0% | Added |
| Ironwood Investment Counsel, LLC | 40,953 | $5.16M | 0.88% | −969−2.3% | Reduced |
| Canal Capital Management, LLC | 40,876 | $5.15M | 0.83% | −2,321−5.4% | Reduced |
| Adams Asset Advisors, LLC | 40,769 | $5.14M | 0.66% | +23,584+137.2% | Added |
| Sage Capital Advisors,llc | 40,300 | $5.08M | 1.32% | −3,307−7.6% | Reduced |
| Skylands Capital, LLC | 40,200 | $5.07M | 0.71% | +7,925+24.6% | Added |
| Viking Fund Management LLC | 40,000 | $5.04M | 0.79% | 00.0% | Unchanged |
| Weiss Asset Management LP | 40,000 | $5.04M | 0.12% | +40,000 | New |
| Columbia Asset Management | 39,660 | $5.00M | 0.96% | −2,625−6.2% | Reduced |
| Albion Financial Group | 39,652 | $5.00M | 0.34% | −312−0.8% | Reduced |
| Tower Bridge Advisors | 39,546 | $4.99M | 0.53% | −55−0.1% | Reduced |
| Maryland State Retirement & Pension System | 39,506 | $4.98M | 0.11% | −2,197−5.3% | Reduced |
| Securian Asset Management, Inc | 39,307 | $4.96M | 0.14% | −1,206−3.0% | Reduced |
| Louisiana State Employees Retirement System | 39,300 | $4.96M | 0.09% | −1,900−4.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 39,264 | $4.95M | 0.08% | −3,277−7.7% | Reduced |
| HB Wealth Management, LLC | 39,106 | $4.93M | 0.05% | +6,183+18.8% | Added |
| Avantax Planning Partners, Inc. | 38,999 | $4.92M | 0.18% | +1,361+3.6% | Added |
| Riverview Capital Advisers, LLC | 38,878 | $4.90M | 1.48% | −208−0.5% | Reduced |
| Mutual Advisors, LLC | 37,455 | $4.87M | 0.14% | +8,590+29.8% | Added |
| Crossmark Global Holdings, Inc. | 38,578 | $4.86M | 0.09% | −1,549−3.9% | Reduced |
| Iams Wealth Management, LLC | 38,547 | $4.86M | 2.23% | −2,993−7.2% | Reduced |
| InvesTrust | 38,565 | $4.86M | 1.35% | +38,565 | New |
| Sheaff Brock Investment Advisors, LLC | 38,385 | $4.84M | 0.42% | −2,237−5.5% | Reduced |
| Birch Hill Investment Advisors LLC | 38,302 | $4.83M | 0.22% | −4,563−10.6% | Reduced |
| Community Bank, N.A. | 38,061 | $4.80M | 0.62% | +550+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 37,927 | $4.78M | 0.07% | −1,074−2.8% | Reduced |
| EagleClaw Capital Managment, LLC | 37,905 | $4.78M | 0.76% | +2,010+5.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 37,615 | $4.74M | 3.02% | −150.0% | Reduced |
| WCM Investment Management, LLC | 37,632 | $4.72M | 0.01% | +26,534+239.1% | Added |
| Lowe Brockenbrough & Co Inc | 37,113 | $4.68M | 0.30% | −2,460−6.2% | Reduced |
| KMG Fiduciary Partners, LLC | 37,083 | $4.68M | 0.39% | −9,351−20.1% | Reduced |
| TrueMark Investments, LLC | 36,895 | $4.65M | 1.48% | +3,132+9.3% | Added |
| Capital Investment Counsel, Inc | 36,845 | $4.65M | 0.70% | +301+0.8% | Added |
| Bessemer Group Inc | 36,438 | $4.59M | 0.01% | +1,158+3.3% | Added |
| HBK Sorce Advisory LLC | 36,383 | $4.59M | 0.14% | −3,347−8.4% | Reduced |
| Wealthfront Advisers LLC | 36,353 | $4.58M | 0.01% | +20,968+136.3% | Added |
| Nomura Holdings Inc | 36,171 | $4.56M | 0.02% | +12,612+53.5% | Added |
| ARS Wealth Advisors Group, LLC | 35,734 | $4.51M | 0.62% | +605+1.7% | Added |
| Borer Denton & Associates, Inc. | 35,636 | $4.49M | 1.56% | −1,529−4.1% | Reduced |
| Vinva Investment Management Ltd | 35,811 | $4.49M | 0.18% | +7,443+26.2% | Added |
| Bank of New Hampshire | 35,567 | $4.48M | 1.15% | 00.0% | Unchanged |
| Stolper Co | 35,558 | $4.48M | 1.49% | +638+1.8% | Added |
| North Star Investment Management Corp. | 35,411 | $4.47M | 0.31% | −1,481−4.0% | Reduced |
| Bridge Creek Capital Management LLC | 35,293 | $4.45M | 1.37% | −870−2.4% | Reduced |
| Fusion Capital, LLC | 35,184 | $4.44M | 1.79% | −5,392−13.3% | Reduced |
| Inlet Private Wealth, LLC | 35,153 | $4.43M | 1.17% | −2,890−7.6% | Reduced |
| Cary Street Partners Financial LLC | 35,133 | $4.43M | 0.14% | +35,133 | New |
| Kovitz Investment Group Partners, LLC | 35,058 | $4.42M | 0.02% | +786+2.3% | Added |
| New Mexico Educational Retirement Board | 34,962 | $4.41M | 0.15% | −700−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 35,097 | $4.40M | 0.46% | −1,132−3.1% | Reduced |
| M&G Plc | 34,897 | $4.40M | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 34,700 | $4.38M | 0.08% | −1,531−4.2% | Reduced |
| Fisher Funds Management LTD | 34,731 | $4.37M | 0.11% | +34,731 | New |
| ICICI Prudential Asset Management Co Ltd | 34,600 | $4.36M | 0.48% | 00.0% | Unchanged |
| PDS Planning, Inc | 34,583 | $4.36M | 0.39% | +327+1.0% | Added |
| Garland Capital Management Inc | 34,505 | $4.35M | 3.57% | −110−0.3% | Reduced |
| Financial Partners Group, LLC | 34,428 | $4.34M | 1.80% | +5,297+18.2% | Added |
| Bragg Financial Advisors, Inc | 34,226 | $4.32M | 0.17% | −1,993−5.5% | Reduced |
| Norinchukin Bank, The | 34,181 | $4.31M | 0.09% | +3,375+11.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 34,113 | $4.30M | 0.89% | +10,176+42.5% | Added |
| Bleakley Financial Group, LLC | 33,983 | $4.29M | 0.13% | −28,595−45.7% | Reduced |
| Sky Investment Group LLC | 33,774 | $4.26M | 0.78% | −2,476−6.8% | Reduced |