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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 18,191 | $2.29M | 0.04% | −16,096−46.9% | Reduced |
| Aspire Private Capital, LLC | 18,049 | $2.28M | 0.56% | 00.0% | Unchanged |
| Marion Wealth Management | 17,896 | $2.26M | 0.60% | +30.0% | Added |
| Twin Capital Management Inc | 17,876 | $2.25M | 0.25% | +768+4.5% | Added |
| Hallmark Capital Management Inc | 17,851 | $2.25M | 0.17% | −9,468−34.7% | Reduced |
| Sepio Capital, LP | 17,840 | $2.25M | 0.18% | −844−4.5% | Reduced |
| Lecap Asset Management Ltd | 17,838 | $2.25M | 0.61% | −6,628−27.1% | Reduced |
| Measured Risk Portfolios, Inc. | 17,713 | $2.23M | 2.48% | +17,713 | New |
| Moors & Cabot, Inc. | 17,681 | $2.23M | 0.11% | +804+4.8% | Added |
| Kennon-Green & Company, LLC | 17,553 | $2.21M | 1.91% | +27+0.2% | Added |
| Papp L Roy & Associates | 17,551 | $2.21M | 0.26% | −390−2.2% | Reduced |
| Boyar Asset Management Inc. | 17,538 | $2.21M | 1.46% | +31+0.2% | Added |
| Zullo Investment Group, Inc. | 17,491 | $2.21M | 0.89% | −69−0.4% | Reduced |
| Arkadios Wealth Advisors | 17,473 | $2.20M | 0.12% | −4,895−21.9% | Reduced |
| Boomfish Wealth Group, LLC | 17,472 | $2.20M | 1.34% | −16−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 17,444 | $2.20M | 0.17% | +12,124+227.9% | Added |
| Miller Financial Services LLC | 17,346 | $2.19M | 1.85% | +17,346 | New |
| Millennium Capital Advisors, LLC | 17,318 | $2.18M | 1.49% | −1,316−7.1% | Reduced |
| Park Avenue Securities LLC | 17,187 | $2.17M | 0.02% | +2,324+15.6% | Added |
| Spinnaker Trust | 17,143 | $2.16M | 0.14% | +691+4.2% | Added |
| Foundations Investment Advisors, LLC | 17,066 | $2.15M | 0.04% | +1,209+7.6% | Added |
| Pathway Financial Advisers, LLC | 16,992 | $2.14M | 0.72% | −134−0.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 16,940 | $2.14M | 0.02% | 00.0% | Unchanged |
| Savoie Capital LLC | 16,928 | $2.13M | 0.25% | −6,600−28.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.13M | 0.83% | 00.0% | Unchanged |
| Paralel Advisors LLC | 16,894 | $2.13M | 0.09% | +1,536+10.0% | Added |
| Miller Investment Management, LP | 16,859 | $2.13M | 0.23% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16,922 | $2.12M | 0.19% | −570−3.3% | Reduced |
| Lantz Financial LLC | 16,805 | $2.12M | 0.56% | +5,424+47.7% | Added |
| Palouse Capital Management, Inc. | 16,799 | $2.12M | 1.41% | −751−4.3% | Reduced |
| Sculati Wealth Management, LLC | 16,786 | $2.12M | 0.84% | −23−0.1% | Reduced |
| Beacon Investment Advisors LLC | 16,765 | $2.11M | 0.99% | +194+1.2% | Added |
| Mengis Capital Management, Inc. | 16,761 | $2.11M | 0.43% | +4,745+39.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,741 | $2.11M | 0.99% | +1,249+8.1% | Added |
| Tealwood Asset Management Inc | 16,674 | $2.10M | 0.87% | +247+1.5% | Added |
| Cubist Systematic Strategies, LLC | 16,662 | $2.10M | 0.03% | +16,662 | New |
| Clearstead Advisors, LLC | 16,618 | $2.10M | 0.03% | +241+1.5% | Added |
| Quintet Private Bank (Europe) S.A. | 16,585 | $2.09M | 0.12% | −679−3.9% | Reduced |
| SWS Partners | 16,530 | $2.08M | 0.63% | +132+0.8% | Added |
| Econ Financial Services Corp | 16,528 | $2.08M | 1.20% | +16,528 | New |
| Baxter Bros Inc | 16,520 | $2.08M | 0.27% | −1,483−8.2% | Reduced |
| Martin Capital Partners, LLC | 16,511 | $2.08M | 2.47% | −12,995−44.0% | Reduced |
| Aurdan Capital Management, LLC | 16,487 | $2.08M | 0.80% | +16,487 | New |
| Parallel Advisors, LLC | 16,420 | $2.07M | 0.05% | +743+4.7% | Added |
| Rehmann Capital Advisory Group | 16,170 | $2.04M | 0.13% | +325+2.1% | Added |
| Coppell Advisory Solutions LLC | 16,266 | $2.04M | 0.29% | −3,892−19.3% | Reduced |
| WT Wealth Management | 16,119 | $2.03M | 0.64% | −566−3.4% | Reduced |
| Arvest Bank Trust Division | 16,020 | $2.02M | 0.12% | +719+4.7% | Added |
| Van Hulzen Asset Management, LLC | 15,974 | $2.01M | 0.15% | +1,100+7.4% | Added |
| JLB & Associates Inc | 15,913 | $2.01M | 0.27% | −2,040−11.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,911 | $2.01M | 0.08% | +171+1.1% | Added |
| Neville Rodie & Shaw Inc | 15,867 | $2.00M | 0.15% | +5,867+58.7% | Added |
| Plimoth Trust Co LLC | 15,842 | $2.00M | 0.51% | −367−2.3% | Reduced |
| Sovereign's Capital Management, LLC | 15,800 | $1.99M | 1.27% | +15,800 | New |
| Flputnam Investment Management Co | 15,791 | $1.99M | 0.04% | −103,332−86.7% | Reduced |
| Buckingham Strategic Partners | 15,753 | $1.99M | 0.03% | +6,676+73.5% | Added |
| Palisade Asset Management, LLC | 15,751 | $1.99M | 0.20% | +8+0.1% | Added |
| Kinneret Advisory, LLC | 15,742 | $1.99M | 0.19% | −733−4.4% | Reduced |
| Citizens Financial Group Inc | 15,719 | $1.98M | 0.04% | +1,095+7.5% | Added |
| Hennessy Advisors Inc | 15,700 | $1.98M | 0.06% | −900−5.4% | Reduced |
| Radnor Capital Management, LLC | 15,553 | $1.96M | 0.33% | −2,833−15.4% | Reduced |
| Carmel Capital Partners, LLC | 15,525 | $1.96M | 0.79% | +834+5.7% | Added |
| Arete Wealth Advisors, LLC | 15,504 | $1.95M | 0.14% | −3,564−18.7% | Reduced |
| V-Square Quantitative Management LLC | 15,467 | $1.95M | 0.28% | +499+3.3% | Added |
| Boston Private Wealth LLC | 15,465 | $1.95M | 0.04% | +15,465 | New |
| Te Ahumairangi Investment Management Ltd | 15,436 | $1.95M | 0.41% | −1,800−10.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 15,385 | $1.94M | 0.51% | +15,385 | New |
| Auxier Asset Management | 15,368 | $1.94M | 0.30% | −491−3.1% | Reduced |
| Cox Capital Mgt LLC | 15,290 | $1.93M | 1.24% | −14,247−48.2% | Reduced |
| Headinvest, LLC | 15,180 | $1.91M | 0.36% | −435−2.8% | Reduced |
| Sage Mountain Advisors LLC | 15,180 | $1.91M | 0.14% | −204−1.3% | Reduced |
| Orca Investment Management, LLC | 15,124 | $1.91M | 1.79% | −154−1.0% | Reduced |
| Werlinich Asset Management, LLC | 15,190 | $1.90M | 1.11% | −1,160−7.1% | Reduced |
| Rice Partnership, LLC | 15,039 | $1.90M | 0.36% | +13,039+651.9% | Added |
| Capital International Inc | 15,033 | $1.90M | 0.02% | +3,355+28.7% | Added |
| Morton Community Bank | 15,029 | $1.90M | 0.50% | +15,029 | New |
| Ronald Blue Trust, Inc. | 15,011 | $1.89M | 0.02% | +6,250+71.3% | Added |
| Harbour Investment Management LLC | 15,010 | $1.89M | 0.83% | −150−1.0% | Reduced |
| Credit Industriel Et Commercial | 15,006 | $1.89M | 0.50% | +15,006 | New |
| American Assets Investment Management, LLC | 15,000 | $1.89M | 0.15% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 14,924 | $1.88M | 0.01% | −167−1.1% | Reduced |
| Searle & Co. | 14,871 | $1.88M | 0.54% | 00.0% | Unchanged |
| Caldwell Trust Co | 14,836 | $1.87M | 0.20% | −544−3.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 14,818 | $1.87M | 0.11% | +14,818 | New |
| Charter Research & Investment Group, Inc. | 14,795 | $1.87M | 1.42% | 00.0% | Unchanged |
| Addison Capital Co | 14,789 | $1.86M | 0.74% | −80−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 14,593 | $1.84M | 0.04% | 00.0% | Unchanged |
| Towercrest Capital Management | 14,579 | $1.84M | 0.30% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,572 | $1.84M | 0.07% | −1,034−6.6% | Reduced |
| Integrated Advisors Network LLC | 14,495 | $1.83M | 0.09% | +1,924+15.3% | Added |
| Clean Yield Group | 14,471 | $1.82M | 0.58% | +467+3.3% | Added |
| Accordant Advisory Group Inc | 14,463 | $1.82M | 1.76% | +942+7.0% | Added |
| Horizon Investments, LLC | 14,449 | $1.82M | 0.05% | −2,800−16.2% | Reduced |
| Avidian Wealth Solutions, LLC | 14,441 | $1.82M | 0.08% | −530−3.5% | Reduced |
| Portside Wealth Group, LLC | 14,431 | $1.82M | 0.30% | −833−5.5% | Reduced |
| Change Path, LLC | 14,428 | $1.82M | 0.06% | −104−0.7% | Reduced |
| Agp Franklin, LLC | 14,268 | $1.80M | 1.09% | +14,268 | New |
| Silvercrest Asset Management Group LLC | 14,223 | $1.79M | 0.01% | −656−4.4% | Reduced |
| Banco Santander, S.A. | 14,195 | $1.79M | 0.02% | +1,599+12.7% | Added |
| New England Research & Management, Inc. | 14,145 | $1.78M | 0.91% | −4,748−25.1% | Reduced |