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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.

Q4 2023 vs. Q3 2023

How the institutions holding United Parcel Service Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of UPS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,210392,269+98
Shares506.5M861.4K513.9M+8.30M (+1.6%)
Value$78.9B$135.0M$80.8B+$2.08B (+2.6%)

39 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (250)

Institutions that held United Parcel Service Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 250 by value.

Institutions new to UPS in Q4 2023
InstitutionSharesValue% of portfolio
Artisan Partners Limited Partnership546,115$85.9M0.13%
Appaloosa LPSuperinvestorAppaloosa500,000$78.6M1.39%
Confluence Investment Management LLC321,094$50.5M0.71%
HRT Financial LP242,881$38.2M0.28%
Twin Tree Management, LP200,609$31.5M0.57%
Degroof Petercam Asset Management120,800$19.0M0.25%
Pathstone Holdings, LLC99,839$15.8M0.09%
Tritonpoint Wealth, LLC92,453$14.5M1.42%
ExodusPoint Capital Management, LP90,566$14.2M0.18%
United Advisor Group, LLC72,897$11.6M13.98%
Investment Management Corp of Ontario69,082$10.9M0.27%
Partners Capital Investment Group, LLP68,828$10.8M0.24%
Colony Group, LLC62,475$9.82M0.13%
Simplex Trading, LLC53,299$8.38M0.26%
AlTi Global, Inc.51,055$8.03M0.25%
Cantor Fitzgerald Investment Adviser L.P.48,857$7.68M0.59%
Concurrent Investment Advisors, LLC43,241$6.80M0.32%
HTLF Bank41,618$6.54M0.77%
Miracle Mile Advisors, LLC38,927$6.12M0.17%
Capital Advisors Inc37,725$5.93M0.13%
Albar Capital Ltd34,895$5.49M1.18%
Winton Group Ltd33,865$5.32M0.39%
GLOBALT Investments LLC33,510$5.27M0.22%
HighPoint Advisor Group LLC30,912$4.84M0.35%
LongView Wealth Management27,163$4.34M1.94%
Focus Financial Network Inc27,339$4.30M0.16%
Paloma Partners Management Co27,261$4.29M0.71%
Mango Investments LLC26,612$4.18M2.63%
Motley Fool Asset Management LLC24,640$3.87M0.29%
Groupama Asset Managment24,438$3.84M0.10%
Signature Wealth Management Group23,801$3.74M1.73%
Principal Securities, Inc.22,306$3.51M0.13%
UBS Oconnor LLC19,900$3.13M0.10%
Qsemble Capital Management, LP19,838$3.12M0.78%
Parkwood LLC19,691$3.10M0.50%
Icon Wealth Advisors, LLC19,299$3.03M0.32%
FJ Investments, LLC18,800$2.96M0.14%
Rockline Wealth Management, LLC18,752$2.95M1.22%
Boomfish Wealth Group, LLC18,516$2.91M2.10%
Portfolio Design Labs, LLC17,171$2.70M1.02%
Mango Five Family, Inc.16,928$2.66M1.00%
KLCM Advisors, Inc.15,329$2.41M0.37%
Brasada Capital Management, LP15,116$2.38M0.47%
Arvest Investments, Inc.14,142$2.22M0.36%
Sanibel Captiva Trust Company, Inc.12,802$2.01M0.07%
Petredis Investment Advisors LLC12,775$2.01M0.26%
PFC Capital Group, Inc.12,670$1.99M1.18%
Clear Rock Advisors, LLC13,535$1.98M0.90%
Edgestream Partners, L.P.12,264$1.93M0.14%
Oak Thistle LLC11,929$1.88M0.54%
Mesirow Financial Investment Management, Inc.11,720$1.84M0.07%
Entropy Technologies, LP11,073$1.74M0.32%
Worldquant Millennium Advisors LLC10,858$1.71M0.02%
Hussman Strategic Advisors, Inc.10,500$1.65M0.38%
Vermillion & White Wealth Management Group, LLC10,487$1.65M1.60%
Midland Wealth Advisors LLC10,067$1.58M0.11%
Cullen Investment Group, Ltd.9,853$1.55M0.27%
Catalytic Wealth RIA, LLC9,430$1.48M0.67%
BlueChip Wealth Advisors LLC9,250$1.45M1.02%
Quadcap Wealth Management, LLC9,090$1.43M0.37%
Harbour Trust & Investment Management Co8,167$1.28M0.18%
Ables, Iannone, Moore & Associates, Inc.7,837$1.23M0.94%
TCG Advisory Services, LLC7,646$1.20M0.08%
OV Management LLC7,500$1.18M0.97%
Castlekeep Investment Advisors LLC6,952$1.09M0.78%
Pensionmark Financial Group, LLC6,877$1.08M0.14%
K.J. Harrison & Partners Inc6,375$1.00M0.17%
Rothschild Investment LLC6,344$997.5K0.08%
Tyche Wealth Partners LLC6,004$944.0K0.23%
LS Investment Advisors, LLC6,000$943.4K0.16%
Boston Financial Mangement LLC5,940$934.0K0.03%
Weaver Capital Management LLC5,822$915.4K0.37%
Cetera Trust Company, N.A5,339$839.5K0.52%
Taylor Financial Group, Inc.5,148$809.4K0.67%
Access Investment Management LLC5,100$801.9K0.30%
Mirabaud Asset Management Ltd5,093$800.8K0.34%
Patrick M Sweeney & Associates, Inc4,866$765.1K0.70%
Advisor Resource Council4,805$755.6K0.09%
Precedent Wealth Partners, LLC4,627$727.5K0.37%
Trust Point Inc.4,506$708.5K0.06%
Gilliland Jeter Wealth Management LLC4,348$683.6K0.28%
Eight 31 Financial LLC4,292$674.8K0.41%
Cedrus LLC3,946$620.4K0.38%
First Dallas Securities Inc.3,941$620.0K0.32%
Conscious Wealth Investments, LLC3,767$601.6K0.48%
Durante & Waters, LLC3,733$587.0K0.57%
Smartleaf Asset Management LLC3,705$580.4K0.16%
Quest Partners LLC3,674$577.7K0.12%
Sar Wealth Management Group, LLC3,670$577.1K0.58%
Compagnie Lombard Odier SCmA3,670$577.0K0.01%
Boothbay Fund Management, LLC3,636$571.7K0.02%
Sutton Place Investors LLC3,594$565.1K0.41%
Premier Path Wealth Partners, LLC3,574$561.9K0.12%
Central Valley Advisors, LLC3,515$552.7K0.33%
Silver Oak Securities, Inc3,441$541.0K0.07%
Gratus Wealth Advisors, LLC3,425$538.5K0.11%
Cidel Asset Management Inc3,378$531.1K0.02%
Vista Investment Partners LLC3,364$528.9K0.19%
Stevens Capital Management LP3,359$528.0K0.13%
Stablepoint Partners, LLC3,356$527.7K0.14%

Sold out (152)

Institutions that held United Parcel Service Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 152 by value.

Institutions that sold out of UPS in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Brandywine Global Investment Management, LLC394,472$61.5M
Natixis348,152$54.3M
Boston Partners332,687$51.8M
HAP Trading, LLC135,838$21.2M
Capula Management Ltd120,922$18.8M
Stack Financial Management, Inc75,411$11.8M
Segall Bryant & Hamill, LLC71,070$11.1M
Quantitative Investment Management, LLC69,962$10.9M
Martingale Asset Management L P68,206$10.6M
Point72 Middle East FZE66,869$10.4M
Quadrature Capital Ltd65,199$10.2M
LVM Capital Management Ltd62,465$9.74M
Unigestion Holding SA57,478$8.94M
Weiss Multi-Strategy Advisers LLC43,973$6.85M
B&D White Capital Company, LLC40,135$6.26M
Caption Management, LLC35,832$5.59M
D L Carlson Investment Group Inc30,727$4.79M
Tudor Investment Corp Et Al28,553$4.45M
Fosun International Ltd25,504$3.98M
Teilinger Capital Ltd.25,100$3.91M
Bayesian Capital Management, LP23,500$3.66M
Intrepid Capital Management Inc16,839$2.62M
Concentric Capital Strategies, LP16,603$2.59M
AustralianSuper Pty Ltd15,516$2.42M
Trexquant Investment LP15,046$2.35M
Lockheed Martin Investment Management Co12,966$2.16M
Y-Intercept (Hong Kong) Ltd13,833$2.16M
Mirabella Financial Services LLP13,780$2.15M
Laurion Capital Management LP13,709$2.14M
Genus Capital Management Inc.13,241$2.06M
Aigen Investment Management, LP13,095$2.04M
Benedetti & Gucer, Inc.12,546$1.96M
Saxon Interests, Inc.12,361$1.93M
PEAK6 Investments LLC12,123$1.89M
Portman Square Capital LLP10,695$1.67M
Cantor Fitzgerald, L. P.10,507$1.64M
Fund Management at Engine No. 1 LLC10,345$1.61M
Kiley Juergens Wealth Management, LLC10,085$1.57M
Strengthening Families & Communities, LLC9,896$1.54M
Proquility Private Wealth Partners, LLC9,306$1.45M
Compton Wealth Advisory Group, LLC8,931$1.39M
Red Cedar Investment Management, LLC8,833$1.38M
Eisler Capital (US) LLC7,540$1.18M
Campbell & CO Investment Adviser LLC7,229$1.13M
Souders Financial Advisors6,744$1.05M
Bridgefront Capital, LLC6,514$1.02M
Rollins Financial6,293$980.9K
Versor Investments LP5,976$931.5K
Laidlaw Wealth Management LLC5,243$817.2K
Gabelli Funds LLC5,000$779.4K
Greenland Capital Management LP5,000$779.4K
McKinley Capital Management LLC /Delaware4,959$773.0K
Paragon Financial Partners, Inc.4,831$753.0K
Mork Capital Management, LLC4,820$751.3K
KWB Wealth4,051$726.2K
Lloyd Advisory Services, LLC.4,652$725.2K
Seven Eight Capital, LP4,589$715.3K
MQS Management LLC4,461$695.3K
CTC Alternative Strategies, Ltd.4,400$685.8K
Terra Nova Asset Management LLC3,626$649.9K
SRN Advisors, LLC4,143$645.8K
Capital Advisory Group Advisory Services, LLC3,971$619.0K
BCJ Capital Management, LLC3,950$615.7K
Vicus Capital3,687$574.7K
Corrado Advisors, LLC3,602$561.4K
Alphadyne Asset Management LP3,214$501.0K
REDW Wealth LLC3,107$484.3K
Strategic Equity Management3,023$471.2K
Lumina Fund Management LLC3,000$468.0K
Syntal Capital Partners, LLC2,869$447.2K
Garda Capital Partners LP2,827$440.6K
SRB Corp2,775$432.5K
MBL Wealth, LLC2,630$409.9K
Blodgett Wealth Advisors, LLC2,617$407.9K
Petrus Trust Company, LTA2,557$398.6K
Knightsbridge Asset Management, LLC2,553$398.0K
Point72 Asset Management, L.P.2,514$391.9K
Centiva Capital, LP2,502$390.0K
Davidson Investment Advisors2,368$369.1K
West Michigan Advisors, LLC2,363$368.3K
Cabot Wealth Management Inc2,360$368.0K
First International Bank & Trust2,209$344.3K
Gateway Wealth Partners, LLC2,114$329.6K
Nebula Research & Development LLC2,099$327.2K
Clarus Group, Inc.2,053$320.0K
Evoke Wealth, LLC2,047$319.1K
Merriman Wealth Management, LLC2,045$318.8K
Darrow Company, Inc.2,025$315.7K
Gateway Advisory, LLC1,944$303.0K
Vista Capital Partners, Inc.1,920$299.3K
Alpha Family Trust1,840$286.8K
Fortress Wealth Group, LLC1,803$277.2K
Heartland Bank & Trust Co1,742$271.5K
WMS Partners, LLC1,719$267.9K
Semus Wealth Partners LLC1,700$265.0K
Rathbone Brothers plc1,696$264.4K
Montag & Caldwell, LLC1,682$262.2K
Opal Wealth Advisors, LLC1,625$253.3K
ELCO Management Co., LLC1,623$253.0K
QCM Cayman, Ltd.1,590$247.8K

Not filed for Q4 2023 yet (39)

Institutions that held United Parcel Service Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.300,012$46.8M
Pathstone Family Office, LLC64,568$10.8M
Payden & Rygel Investment Group65,210$10.2M
Colony Group LLC58,828$9.17M
Mastrapasqua Asset Management Inc57,382$8.94M
Bryn Mawr Trust Co52,957$8.25M
Virginia Retirement Systems Et Al43,372$6.76M
Mark Stevens41,996$6.55M
Advisor Partners II, LLC32,591$5.08M
Antonetti Capital Management LLC22,236$3.47M
Madison Wealth Management22,183$3.46M
Icon Wealth Partners, LLC17,188$2.68M
BTC Capital Management, Inc.14,468$2.26M
Comerica Securities,inc.13,312$2.07M
Amica Retiree Medical Trust6,926$1.08M
Rothschild Investment Corp5,580$870.0K
Focus Financial Network, Inc.5,357$835.4K
SBB Research Group LLC4,592$715.8K
Tradewinds, LLC.4,121$642.3K
Key Bridge Compliance, LLC3,948$615.4K
Ropes Wealth Advisors LLC3,328$518.7K
Sweeney & Michel, LLC2,916$413.9K
Quantamental Technologies LLC2,501$389.8K
Wealth Management Solutions, LLC1,798$280.3K
V Wealth Advisors LLC1,795$279.8K
Wealth Advisors, Inc.1,760$274.3K
Innovis Asset Management LLC1,685$262.6K
Corundum Trust Company, INC1,566$244.1K
Tiedemann Advisors, LLC1,526$237.8K
Gyroscope Capital Management Group, LLC1,524$237.5K
Bedel Financial Consulting Inc1,400$218.2K
Sutton Wealth Advisors Inc.911$142.0K
Kenfarb & Co.800$124.7K
Column Capital Advisors, LLC376$58.6K
Steward Financial Group LLC247$38.0K
Johnson Midwest Financial, LLC189$29.5K
WFA of San Diego, LLC155$24.2K
Sturgeon Ventures LLP80$12.5K
Foster Dykema Cabot & Co Inc6$1.00K