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 2023
Institutional positions in United Parcel Service Inc as of Dec 31, 2023. 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
- 2,269
- +98 vs. Q3 2023
- Shares held
- 513.9M
- +8.30M (+1.6%) vs. Q3 2023
- Total value
- $80.8B
- +$2.08B (+2.6%) vs. Q3 2023
- New holders
- 250
- 794 more added
- Sold out
- 152
- 1,002 more reduced
39 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 67,218,714 | $10.6B | 0.23% | +178,394+0.3% | Added |
| BlackRock Inc. | 54,284,779 | $8.54B | 0.22% | −254,054−0.5% | Reduced |
| State Street Corp | 28,198,202 | $4.43B | 0.22% | +435,381+1.6% | Added |
| JPMorgan Chase & Co | 25,519,013 | $4.01B | 0.41% | +2,614,128+11.4% | Added |
| Wellington Management Group LLP | 18,152,900 | $2.85B | 0.53% | +8,475,698+87.6% | Added |
| Charles Schwab Investment Management Inc | 15,829,304 | $2.47B | 0.63% | −60,266−0.4% | Reduced |
| Geode Capital Management, LLC | 14,139,812 | $2.22B | 0.23% | +300,374+2.2% | Added |
| Bank of America Corp | 12,837,770 | $2.02B | 0.23% | −768,157−5.6% | Reduced |
| FMR LLC | 9,695,440 | $1.52B | 0.12% | −1,381,531−12.5% | Reduced |
| Franklin Resources Inc | 9,607,055 | $1.51B | 0.71% | +980,317+11.4% | Added |
| Ameriprise Financial Inc | 8,887,676 | $1.40B | 0.42% | +1,302,631+17.2% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 8,199,127 | $1.29B | 4.72% | +1,538,643+23.1% | Added |
| Northern Trust Corp | 7,738,913 | $1.22B | 0.22% | −673,076−8.0% | Reduced |
| Morgan Stanley | 7,333,283 | $1.15B | 0.10% | +784,321+12.0% | Added |
| Norges Bank | 7,176,251 | $1.13B | 0.20% | −114,471−1.6% | Reduced |
| Wells Fargo & Company | 6,891,794 | $1.08B | 0.31% | −476,464−6.5% | Reduced |
| Bank of New York Mellon Corp | 6,704,530 | $1.05B | 0.21% | +247,936+3.8% | Added |
| Clearbridge Investments, LLC | 6,265,058 | $985.1M | 0.85% | +470,053+8.1% | Added |
| Invesco Ltd. | 5,860,179 | $921.4M | 0.22% | −426,228−6.8% | Reduced |
| Goldman Sachs Group Inc | 4,762,662 | $748.8M | 0.16% | +686,585+16.8% | Added |
| UBS Group AG | 4,686,378 | $736.8M | 0.30% | −217,306−4.4% | Reduced |
| Legal & General Group Plc | 4,524,426 | $711.4M | 0.22% | +210,642+4.9% | Added |
| UBS Asset Management Americas Inc | 4,126,925 | $648.9M | 0.26% | +415,289+11.2% | Added |
| Price T Rowe Associates Inc | 4,012,521 | $630.9M | 0.08% | −320,059−7.4% | Reduced |
| Nuveen Asset Management, LLC | 3,701,312 | $582.0M | 0.19% | +27,588+0.8% | Added |
| Dimensional Fund Advisors LP | 3,676,441 | $578.1M | 0.17% | +200,297+5.8% | Added |
| Janus Henderson Group PLC | 3,553,252 | $558.7M | 0.33% | −708,008−16.6% | Reduced |
| Royal Bank of Canada | 3,225,618 | $507.2M | 0.13% | +519,459+19.2% | Added |
| American Century Companies Inc | 3,182,600 | $500.4M | 0.34% | +749,513+30.8% | Added |
| Primecap Management Co | 2,897,291 | $455.5M | 0.36% | −17,100−0.6% | Reduced |
| Capital World Investors | 2,747,986 | $432.1M | 0.08% | −950,103−25.7% | Reduced |
| Amundi | 2,705,137 | $432.0M | 0.19% | +355,318+15.1% | Added |
| Raymond James & Associates | 2,591,977 | $407.5M | 0.30% | −63,195−2.4% | Reduced |
| Swiss National Bank | 2,261,700 | $355.6M | 0.26% | −69,500−3.0% | Reduced |
| California Public Employees Retirement System | 2,259,955 | $355.3M | 0.27% | −55,461−2.4% | Reduced |
| Barclays PLC | 2,240,351 | $352.3M | 0.18% | +326,667+17.1% | Added |
| Deutsche Bank AG | 2,087,390 | $328.2M | 0.17% | +304,850+17.1% | Added |
| Envestnet Asset Management Inc | 1,938,044 | $304.7M | 0.13% | −88,211−4.4% | Reduced |
| Federated Hermes, Inc. | 1,905,790 | $299.6M | 0.74% | −52,002−2.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,787,675 | $281.1M | 0.21% | −85,446−4.6% | Reduced |
| FineMark National Bank & Trust | 1,730,642 | $272.1M | 11.13% | −8,511−0.5% | Reduced |
| Citadel Advisors LLC | 1,721,237 | $270.6M | 0.27% | +861,299+100.2% | Added |
| First Trust Advisors LP | 1,717,391 | $270.0M | 0.29% | +1,160,005+208.1% | Added |
| London Co of Virginia | 1,606,613 | $252.6M | 1.42% | −130,687−7.5% | Reduced |
| Truist Financial Corp | 1,559,603 | $245.2M | 0.39% | −8,641−0.6% | Reduced |
| Credit Suisse AG | 1,541,644 | $242.4M | 0.24% | −131,818−7.9% | Reduced |
| Capital International Investors | 1,495,975 | $235.2M | 0.05% | −2100.0% | Reduced |
| Stifel Financial Corp | 1,378,974 | $216.8M | 0.27% | +61,819+4.7% | Added |
| Rhumbline Advisers | 1,377,055 | $216.5M | 0.23% | −12,524−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,354,705 | $213.0M | 0.17% | −42,239−3.0% | Reduced |
| Massachusetts Financial Services Co | 1,298,895 | $204.2M | 0.07% | −81,851−5.9% | Reduced |
| Thrivent Financial for Lutherans | 1,272,143 | $200.0M | 0.44% | +615,355+93.7% | Added |
| Bank of Montreal | 1,086,536 | $196.7M | 0.11% | +206,395+23.5% | Added |
| LPL Financial LLC | 1,172,146 | $184.3M | 0.11% | +82,260+7.5% | Added |
| California State Teachers Retirement System | 1,150,253 | $180.9M | 0.25% | −1320.0% | Reduced |
| HighTower Advisors, LLC | 1,148,437 | $180.6M | 0.30% | −81,967−6.7% | Reduced |
| National Pension Service | 1,129,881 | $177.7M | 0.25% | +20,760+1.9% | Added |
| Nordea Investment Management AB | 993,736 | $156.2M | 0.20% | +182,630+22.5% | Added |
| Haverford Trust Co | 985,224 | $154.9M | 1.72% | +193,801+24.5% | Added |
| HSBC Holdings PLC | 981,013 | $154.2M | 0.14% | −178,393−15.4% | Reduced |
| New York State Common Retirement Fund | 980,536 | $154.2M | 0.21% | −77,408−7.3% | Reduced |
| Bahl & Gaynor Inc | 924,645 | $145.4M | 0.87% | −176,672−16.0% | Reduced |
| Alliancebernstein L.P. | 902,908 | $142.0M | 0.05% | +85,178+10.4% | Added |
| Merit Financial Group, LLC | 881,544 | $138.6M | 4.22% | −9,362−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 872,489 | $137.2M | 5.34% | −740−0.1% | Reduced |
| Principal Financial Group Inc | 866,069 | $136.2M | 0.09% | −8,405−1.0% | Reduced |
| Capital Research Global Investors | 803,177 | $126.3M | 0.03% | −3,786,503−82.5% | Reduced |
| Accredited Investors Inc. | 784,749 | $123.4M | 8.75% | 00.0% | Unchanged |
| US Bancorp | 769,190 | $120.9M | 0.18% | −512,083−40.0% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 755,089 | $118.7M | 0.28% | 00.0% | Unchanged |
| Mariner, LLC | 754,969 | $118.7M | 0.28% | −93,500−11.0% | Reduced |
| State Board of Administration of Florida Retirement System | 739,988 | $116.3M | 0.24% | +29,567+4.2% | Added |
| Victory Capital Management Inc | 739,792 | $116.3M | 0.12% | +8,101+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 735,221 | $115.6M | 0.19% | −16,669−2.2% | Reduced |
| New York State Teachers Retirement System | 733,140 | $115.3M | 0.26% | −20,909−2.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 722,506 | $113.8M | 0.20% | +48,085+7.1% | Added |
| Coho Partners, Ltd. | 720,918 | $113.3M | 2.64% | −163,865−18.5% | Reduced |
| Baillie Gifford & Co | 720,629 | $113.3M | 0.09% | −12,924−1.8% | Reduced |
| Crawford Investment Counsel Inc | 718,052 | $112.9M | 2.26% | +36,380+5.3% | Added |
| Baird Financial Group, Inc. | 710,369 | $111.7M | 0.25% | −8,694−1.2% | Reduced |
| Citigroup Inc | 700,552 | $110.1M | 0.15% | −179,500−20.4% | Reduced |
| Great West Life Assurance Co | 689,930 | $108.1M | 0.24% | +158,240+29.8% | Added |
| Davenport & Co LLC | 679,204 | $106.8M | 0.74% | −6,497−0.9% | Reduced |
| Boston Trust Walden Corp | 673,677 | $105.9M | 0.80% | +5,006+0.7% | Added |
| Voya Investment Management LLC | 657,168 | $103.3M | 0.11% | −3,414−0.5% | Reduced |
| BBR Partners, LLC | 646,348 | $101.6M | 10.39% | +369+0.1% | Added |
| CI Private Wealth, LLC | 645,522 | $101.5M | 0.19% | +1,150+0.2% | Added |
| Hamlin Capital Management, LLC | 630,854 | $99.2M | 3.12% | +94,177+17.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 615,007 | $96.7M | 0.45% | +142,988+30.3% | Added |
| Sarasin & Partners LLP | 600,626 | $94.4M | 1.04% | +39,841+7.1% | Added |
| Manufacturers Life Insurance Company, The | 600,197 | $94.4M | 0.06% | +663+0.1% | Added |
| Empower Advisory Group, LLC | 590,309 | $92.8M | 0.37% | +90,861+18.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 589,892 | $92.7M | 0.27% | −6,345−1.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 577,500 | $90.8M | 0.19% | −131,600−18.6% | Reduced |
| Korea Investment CORP | 566,544 | $89.1M | 0.23% | −38,899−6.4% | Reduced |
| Janney Montgomery Scott LLC | 550,534 | $86.6M | 0.28% | −14,160−2.5% | Reduced |
| Artisan Partners Limited Partnership | 546,115 | $85.9M | 0.13% | +546,115 | New |
| Prudential Financial Inc | 526,435 | $82.0M | 0.12% | −111,850−17.5% | Reduced |
| Assenagon Asset Management S.A. | 506,379 | $79.6M | 0.24% | +161,270+46.7% | Added |
| Morningstar Investment Services LLC | 503,261 | $79.2M | 0.45% | +250,263+98.9% | Added |