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 |
|---|---|---|---|---|---|
| Pavion Blue Capital, LLC | 24,078 | $3.04M | 1.43% | −1,951−7.5% | Reduced |
| Summit Financial, LLC | 23,983 | $3.02M | 0.11% | −1,930−7.4% | Reduced |
| Agf Management Ltd | 23,965 | $3.02M | 0.02% | +18,693+354.6% | Added |
| Bokf, NA | 24,493 | $3.02M | 0.05% | −2,848−10.4% | Reduced |
| Bailard, Inc. | 23,888 | $3.01M | 0.08% | −1,366−5.4% | Reduced |
| Old Point Trust & Financial Services N A | 23,672 | $2.99M | 1.05% | +441+1.9% | Added |
| Vision Capital Management, Inc. | 23,569 | $2.97M | 0.44% | −6,428−21.4% | Reduced |
| Trilogy Capital Inc. | 23,527 | $2.97M | 0.15% | +1,520+6.9% | Added |
| Wolverine Trading, LLC | 23,642 | $2.96M | 0.07% | +21,475+991.0% | Added |
| Good Life Advisors, LLC | 23,495 | $2.96M | 0.22% | −2,055−8.0% | Reduced |
| NewEdge Wealth, LLC | 23,302 | $2.94M | 0.05% | −2,602−10.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,222 | $2.93M | 0.06% | +70.0% | Added |
| Parallax Volatility Advisers, L.P. | 23,118 | $2.92M | 0.06% | +23,118 | New |
| Brady Family Wealth, LLC | 23,005 | $2.90M | 0.89% | −3,150−12.0% | Reduced |
| Tilson Financial Group, Inc. | 22,909 | $2.89M | 1.18% | +15+0.1% | Added |
| SAM Advisors, LLC | 22,891 | $2.89M | 1.04% | +2,032+9.7% | Added |
| Stanley-Laman Group, Ltd. | 22,880 | $2.89M | 0.41% | −3,036−11.7% | Reduced |
| Jensen Investment Management Inc | 22,874 | $2.88M | 0.03% | −940−3.9% | Reduced |
| ProVise Management Group, LLC | 22,567 | $2.85M | 0.24% | −373−1.6% | Reduced |
| Torray LLC | 22,505 | $2.84M | 0.41% | −11,671−34.1% | Reduced |
| Bryn Mawr Trust Co | 22,416 | $2.83M | 0.05% | −11,361−33.6% | Reduced |
| Peloton Wealth Strategists | 22,406 | $2.83M | 1.14% | −440−1.9% | Reduced |
| Cardinal Capital Management | 22,382 | $2.82M | 0.44% | −112−0.5% | Reduced |
| Horan Capital Advisors, LLC. | 22,373 | $2.82M | 0.95% | −327−1.4% | Reduced |
| Old Port Advisors | 22,342 | $2.82M | 0.81% | −184−0.8% | Reduced |
| Truvestments Capital LLC | 22,330 | $2.82M | 0.72% | +1,038+4.9% | Added |
| KLCM Advisors, Inc. | 22,298 | $2.81M | 0.33% | +968+4.5% | Added |
| United Asset Strategies, Inc. | 22,274 | $2.81M | 0.26% | +3,980+21.8% | Added |
| Callodine Capital Management, LP | 22,149 | $2.79M | 0.58% | −351−1.6% | Reduced |
| Sovereign Financial Group, Inc. | 22,105 | $2.79M | 0.64% | −226−1.0% | Reduced |
| Jacobi Capital Management LLC | 22,091 | $2.79M | 0.21% | −123−0.6% | Reduced |
| Pitcairn Co | 22,046 | $2.78M | 0.16% | −934−4.1% | Reduced |
| Woodline Partners LP | 21,955 | $2.77M | 0.02% | +21,955 | New |
| Catherine Avery Investment Management LLC | 21,951 | $2.77M | 2.44% | +21,951 | New |
| Wealthedge Investment Advisors, LLC | 21,949 | $2.77M | 1.25% | +21,949 | New |
| Semmax Financial Advisors Inc. | 23,927 | $2.77M | 0.74% | −996−4.0% | Reduced |
| Schulhoff & Co Inc | 21,936 | $2.77M | 1.23% | −1,421−6.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 21,868 | $2.76M | 0.14% | +950+4.5% | Added |
| Sawyer & Company, Inc | 21,829 | $2.75M | 1.02% | −797−3.5% | Reduced |
| Glass Wealth Management Co LLC | 21,800 | $2.75M | 1.49% | −2,100−8.8% | Reduced |
| Daymark Wealth Partners, LLC | 21,794 | $2.75M | 0.12% | −50,601−69.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 21,731 | $2.74M | 0.89% | −2,419−10.0% | Reduced |
| Allstate Corp | 21,701 | $2.74M | 0.08% | +21,701 | New |
| Ashton Thomas Private Wealth, LLC | 21,492 | $2.71M | 0.11% | −3,407−13.7% | Reduced |
| Heritage Trust Co | 21,421 | $2.70M | 0.32% | +21,421 | New |
| Everence Capital Management Inc | 21,350 | $2.69M | 0.17% | +8,810+70.3% | Added |
| Bonness Enterprises Inc | 21,150 | $2.67M | 0.94% | +4,100+24.0% | Added |
| Rockline Wealth Management, LLC | 21,130 | $2.66M | 0.71% | +1,481+7.5% | Added |
| Sagespring Wealth Partners, LLC | 21,124 | $2.66M | 0.07% | +21,124 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 25,314 | $2.66M | 0.46% | +3,626+16.7% | Added |
| Leelyn Smith, LLC | 21,065 | $2.66M | 0.47% | +21,065 | New |
| Independence Bank of Kentucky | 21,047 | $2.65M | 0.41% | +788+3.9% | Added |
| Mattern Capital Management, LLC | 21,000 | $2.65M | 0.35% | −7,507−26.3% | Reduced |
| Slagle Financial, LLC | 20,913 | $2.64M | 1.19% | +668+3.3% | Added |
| Am Investment Strategies LLC | 20,869 | $2.63M | 0.64% | +4,805+29.9% | Added |
| Atlantic Union Bankshares Corp | 20,816 | $2.62M | 0.15% | −905−4.2% | Reduced |
| Exeter Financial, LLC | 20,763 | $2.62M | 1.20% | +790+4.0% | Added |
| Virginia Wealth Management Group, Inc. | 20,737 | $2.61M | 1.62% | +1,235+6.3% | Added |
| Beech Hill Advisors, Inc. | 20,736 | $2.61M | 0.98% | +1,738+9.1% | Added |
| Kingsview Wealth Management, LLC | 20,720 | $2.61M | 0.05% | −19,261−48.2% | Reduced |
| Perkins Coie Trust Co | 20,576 | $2.59M | 0.57% | −690−3.2% | Reduced |
| Highland Capital Management, LLC | 20,561 | $2.59M | 0.15% | −470−2.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 20,441 | $2.58M | 0.60% | −31,001−60.3% | Reduced |
| Miller Howard Investments Inc | 20,191 | $2.55M | 0.08% | +1,237+6.5% | Added |
| National Asset Management, Inc. | 20,149 | $2.54M | 0.08% | −1,132−5.3% | Reduced |
| Drucker Wealth 3.0, LLC | 20,146 | $2.54M | 0.59% | −2,655−11.6% | Reduced |
| Capital Investment Advisory Services, LLC | 20,005 | $2.52M | 0.24% | +6,603+49.3% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $2.52M | 0.66% | 00.0% | Unchanged |
| Vident Advisory, LLC | 19,846 | $2.50M | 0.04% | −5,378−21.3% | Reduced |
| Marex Group plc | 19,803 | $2.50M | 0.04% | +13,372+207.9% | Added |
| SRS Capital Advisors, Inc. | 19,624 | $2.47M | 0.16% | +16,297+489.8% | Added |
| Pensionmark Financial Group, LLC | 19,616 | $2.47M | 0.07% | +1,941+11.0% | Added |
| Laurel Wealth Advisors LLC | 19,599 | $2.47M | 0.39% | +767+4.1% | Added |
| Tokio Marine Asset Management Co Ltd | 19,507 | $2.46M | 0.09% | +298+1.6% | Added |
| Groupe la Francaise | 18,978 | $2.46M | 0.06% | +18,978 | New |
| Keating Investment Counselors Inc | 19,452 | $2.45M | 0.77% | −50−0.3% | Reduced |
| Americana Partners, LLC | 19,403 | $2.45M | 0.10% | +1,106+6.0% | Added |
| Harvest Investment Services, LLC | 19,301 | $2.43M | 0.60% | +1,400+7.8% | Added |
| PYA Waltman Capital, LLC | 19,275 | $2.43M | 0.78% | +819+4.4% | Added |
| Vestmark Advisory Solutions, Inc. | 19,227 | $2.42M | 0.08% | +199+1.0% | Added |
| Shorepoint Capital Partners LLC | 19,222 | $2.42M | 0.55% | +8,690+82.5% | Added |
| StoneX Group Inc. | 19,212 | $2.42M | 0.13% | +5,952+44.9% | Added |
| Bowen Hanes & Co Inc | 19,121 | $2.41M | 0.06% | −1,015−5.0% | Reduced |
| SkyOak Wealth, LLC | 19,089 | $2.41M | 0.51% | +1,990+11.6% | Added |
| Man Group plc | 19,051 | $2.40M | 0.01% | −327,113−94.5% | Reduced |
| Courier Capital LLC | 19,008 | $2.40M | 0.17% | −193−1.0% | Reduced |
| Cohen Investment Advisors LLC | 18,991 | $2.39M | 1.44% | +634+3.5% | Added |
| Marks Group Wealth Management, Inc | 18,623 | $2.35M | 0.23% | +1,320+7.6% | Added |
| Oak Harbor Wealth Partners, LLC | 18,573 | $2.34M | 0.68% | −96−0.5% | Reduced |
| Fulton Bank, N.A. | 18,571 | $2.34M | 0.09% | −115−0.6% | Reduced |
| Hilltop Holdings Inc. | 18,516 | $2.33M | 0.15% | +1,015+5.8% | Added |
| AE Wealth Management LLC | 18,467 | $2.33M | 0.02% | +993+5.7% | Added |
| Physicians Financial Services, Inc. | 18,460 | $2.33M | 0.71% | −1,437−7.2% | Reduced |
| GHP Investment Advisors, Inc. | 18,461 | $2.33M | 0.11% | +724+4.1% | Added |
| Maltin Wealth Management, Inc. | 18,451 | $2.33M | 1.14% | −501−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 18,442 | $2.33M | 0.05% | +285+1.6% | Added |
| Trust Co of Vermont | 18,416 | $2.32M | 0.11% | +9,616+109.3% | Added |
| Wahed Invest LLC | 18,400 | $2.32M | 0.39% | +694+3.9% | Added |
| Arnhold LLC | 18,370 | $2.32M | 0.23% | 00.0% | Unchanged |
| NBT Bank N A | 18,328 | $2.31M | 0.16% | −47−0.3% | Reduced |