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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 33,755 | $4.26M | 0.04% | +7,171+27.0% | Added |
| Achmea Investment Management B.V. | 33,654 | $4.24M | 0.07% | −30,185−47.3% | Reduced |
| Summitry LLC | 33,638 | $4.24M | 0.21% | +3,196+10.5% | Added |
| Commerce Bank | 33,233 | $4.19M | 0.03% | −10,972−24.8% | Reduced |
| Resources Investment Advisors, LLC. | 33,076 | $4.17M | 0.05% | +6,886+26.3% | Added |
| E. Ohman J:or Asset Management AB | 33,011 | $4.16M | 0.10% | +3,400+11.5% | Added |
| Advent Capital Management | 33,000 | $4.16M | 0.10% | +33,000 | New |
| FIL Ltd | 32,759 | $4.13M | 0.00% | +6,375+24.2% | Added |
| Penn Davis McFarland Inc | 32,574 | $4.11M | 0.45% | −455−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,514 | $4.10M | 0.11% | +3,500+12.1% | Added |
| Sand Hill Global Advisors, LLC | 32,396 | $4.09M | 0.17% | −5,015−13.4% | Reduced |
| Cornerstone Advisors, LLC | 32,100 | $4.05M | 0.16% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 31,639 | $3.99M | 1.36% | −1,775−5.3% | Reduced |
| Soltis Investment Advisors LLC | 31,603 | $3.99M | 0.37% | −1,977−5.9% | Reduced |
| Northwest Bancshares, Inc. | 31,598 | $3.98M | 0.74% | −4,692−12.9% | Reduced |
| Bristlecone Advisors, LLC | 31,500 | $3.97M | 0.31% | +6,834+27.7% | Added |
| MainStreet Investment Advisors LLC | 31,474 | $3.97M | 0.56% | −2,141−6.4% | Reduced |
| Vaughan David Investments LLC | 31,458 | $3.97M | 0.09% | +100.0% | Added |
| Strategic Wealth Designers | 31,546 | $3.95M | 0.25% | −1,230−3.8% | Reduced |
| Metis Global Partners, LLC | 31,214 | $3.94M | 0.12% | +1,363+4.6% | Added |
| Mediolanum International Funds Ltd | 31,427 | $3.93M | 0.05% | +5,606+21.7% | Added |
| Massmutual Trust Co FSB | 31,076 | $3.92M | 0.11% | −2,135−6.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,040 | $3.91M | 2.31% | +5,060+19.5% | Added |
| Dorsey & Whitney Trust CO LLC | 31,031 | $3.91M | 0.22% | −2,393−7.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 30,973 | $3.91M | 0.57% | +2,089+7.2% | Added |
| Redmond Asset Management, LLC | 30,598 | $3.86M | 0.96% | +13,077+74.6% | Added |
| Hourglass Capital, LLC | 30,565 | $3.85M | 1.06% | +30,565 | New |
| Butensky & Cohen Financial Security, Inc | 30,392 | $3.83M | 1.20% | +1,936+6.8% | Added |
| Omers Administration Corp | 30,334 | $3.83M | 0.03% | +5,257+21.0% | Added |
| EP Wealth Advisors, LLC | 30,206 | $3.81M | 0.03% | −2,170−6.7% | Reduced |
| Winton Group Ltd | 30,171 | $3.80M | 0.25% | +30,171 | New |
| Kesler, Norman & Wride, LLC | 30,119 | $3.80M | 0.82% | +989+3.4% | Added |
| GLOBALT Investments LLC | 29,735 | $3.75M | 0.14% | −1,289−4.2% | Reduced |
| Prudential PLC | 29,440 | $3.71M | 0.02% | +2,334+8.6% | Added |
| Frank, Rimerman Advisors LLC | 29,412 | $3.71M | 0.27% | +12,098+69.9% | Added |
| Whittier Trust Co | 29,290 | $3.69M | 0.05% | −1,791−5.8% | Reduced |
| Tredje AP-fonden | 29,254 | $3.69M | 0.03% | −33,540−53.4% | Reduced |
| William Allan, LLC | 29,190 | $3.68M | 2.26% | +811+2.9% | Added |
| Cohen Klingenstein LLC | 29,049 | $3.66M | 0.13% | −129−0.4% | Reduced |
| Stokes Capital Advisors, LLC | 28,917 | $3.65M | 0.94% | +7,372+34.2% | Added |
| Monte Financial Group, LLC | 28,802 | $3.63M | 1.55% | +28,802 | New |
| Perigon Wealth Management, LLC | 27,944 | $3.63M | 0.09% | −1,253−4.3% | Reduced |
| Northeast Investment Management | 28,474 | $3.59M | 0.16% | −11,818−29.3% | Reduced |
| Commonwealth Retirement Investments LLC | 28,420 | $3.58M | 1.48% | −2,421−7.8% | Reduced |
| Culbertson A N & Co Inc | 28,416 | $3.58M | 0.57% | +435+1.6% | Added |
| Klingenstein Fields & Co LP | 28,347 | $3.57M | 0.14% | −66−0.2% | Reduced |
| Benin Management CORP | 28,313 | $3.57M | 0.98% | −277−1.0% | Reduced |
| Farmers National Bank | 28,236 | $3.56M | 1.04% | +28,236 | New |
| Farmers & Merchants Investments Inc | 28,227 | $3.56M | 0.11% | −1,121−3.8% | Reduced |
| Motco | 28,070 | $3.54M | 0.36% | +81+0.3% | Added |
| Beacon Financial Group | 28,059 | $3.54M | 0.38% | +327+1.2% | Added |
| Inspire Trust Co, N.A. | 28,000 | $3.53M | 0.90% | +3,500+14.3% | Added |
| Dean Investment Associates, LLC | 27,747 | $3.50M | 0.50% | −10,096−26.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 27,714 | $3.49M | 0.23% | +1,257+4.8% | Added |
| Zions Bancorporation, N.A. | 27,705 | $3.49M | 0.22% | +1,246+4.7% | Added |
| SGL Investment Advisors, Inc. | 30,536 | $3.49M | 1.76% | +637+2.1% | Added |
| Hunter Perkins Capital Management, LLC | 27,485 | $3.47M | 0.73% | +27,485 | New |
| Murphy Pohlad Asset Management LLC | 27,422 | $3.46M | 1.49% | −357−1.3% | Reduced |
| Entropy Technologies, LP | 27,326 | $3.45M | 0.35% | +5,752+26.7% | Added |
| Aigen Investment Management, LP | 27,224 | $3.43M | 0.61% | +18,027+196.0% | Added |
| Monarch Capital Management Inc | 27,180 | $3.43M | 0.94% | +1,135+4.4% | Added |
| Brookmont Capital Management | 27,167 | $3.43M | 1.83% | +5,691+26.5% | Added |
| Anderson Hoagland & Co | 26,186 | $3.40M | 0.35% | 00.0% | Unchanged |
| Investment House LLC | 26,908 | $3.39M | 0.18% | −3,792−12.4% | Reduced |
| McDaniel Terry & Co | 26,749 | $3.37M | 0.28% | +863+3.3% | Added |
| LongView Wealth Management | 26,748 | $3.37M | 1.03% | −150−0.6% | Reduced |
| Horrell Capital Management, Inc. | 26,657 | $3.36M | 0.98% | +76+0.3% | Added |
| Edgestream Partners, L.P. | 26,626 | $3.36M | 0.14% | +7,988+42.9% | Added |
| Mather Group, LLC. | 26,620 | $3.36M | 0.04% | +1,823+7.4% | Added |
| Opus Investment Management Inc | 26,600 | $3.35M | 2.48% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 26,428 | $3.33M | 1.31% | +2,695+11.4% | Added |
| Ethic Inc. | 26,365 | $3.32M | 0.07% | +5,269+25.0% | Added |
| Umb Bank N A | 26,332 | $3.32M | 0.05% | −3,446−11.6% | Reduced |
| Signature Wealth Management Group | 26,197 | $3.30M | 1.33% | +995+3.9% | Added |
| Providence Capital Advisors, LLC | 26,016 | $3.28M | 0.67% | +221+0.9% | Added |
| HighPoint Advisor Group LLC | 28,580 | $3.27M | 0.18% | +63+0.2% | Added |
| Advisory Alpha, LLC | 25,939 | $3.27M | 0.12% | −621−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,933 | $3.27M | 0.12% | +620+2.4% | Added |
| Royal Fund Management, LLC | 25,890 | $3.26M | 0.35% | −10,842−29.5% | Reduced |
| Valeo Financial Advisors, LLC | 25,805 | $3.25M | 0.09% | −1,952−7.0% | Reduced |
| Lakeview Capital Partners, LLC | 25,805 | $3.25M | 0.72% | −2,476−8.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 25,736 | $3.25M | 0.06% | +12,683+97.2% | Added |
| Bourne Lent Asset Management Inc | 25,658 | $3.24M | 1.23% | +1,999+8.4% | Added |
| Qsemble Capital Management, LP | 25,590 | $3.23M | 0.43% | +21,794+574.1% | Added |
| Kera Capital Partners, Inc. | 25,563 | $3.22M | 0.93% | +25,563 | New |
| Natural Investments, LLC | 25,395 | $3.20M | 0.89% | +25,395 | New |
| Amica Mutual Insurance Co | 25,302 | $3.19M | 0.33% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25,207 | $3.18M | 0.03% | −1,661−6.2% | Reduced |
| Azimuth Capital Investment Management LLC | 25,193 | $3.18M | 0.12% | −763−2.9% | Reduced |
| Acadian Asset Management LLC | 25,159 | $3.17M | 0.01% | −4,194−14.3% | Reduced |
| Empirical Finance, LLC | 24,693 | $3.11M | 0.18% | −302−1.2% | Reduced |
| Morningstar Investment Services LLC | 24,685 | $3.11M | 0.28% | −206,992−89.3% | Reduced |
| Independent Investors Inc | 24,661 | $3.11M | 0.62% | −150−0.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,579 | $3.10M | 0.33% | +401+1.7% | Added |
| Stock Yards Bank & Trust Co | 24,570 | $3.10M | 0.11% | −2,834−10.3% | Reduced |
| Atwater Malick LLC | 24,435 | $3.08M | 1.03% | −1,387−5.4% | Reduced |
| McDonald Partners LLC | 24,412 | $3.08M | 0.79% | +669+2.8% | Added |
| WBI Investments | 24,389 | $3.08M | 0.77% | +3,467+16.6% | Added |
| Cypress Wealth Services, LLC | 24,345 | $3.07M | 0.62% | −880−3.5% | Reduced |
| Sciencast Management LP | 24,176 | $3.05M | 0.83% | +24,176 | New |