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Livermore
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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.

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.

Institutional holdersQ4 2023: 2,269 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2023: $80.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$210.00%0New
Belmont Capital, LLC1$1940.00%−700−99.9%Reduced
Koesten, Hirschmann & Crabtree, INC.2$3660.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC3$4720.00%−24−88.9%Reduced
Foster Dykema Cabot & Partners, LLC5$7860.00%+5New
Delos Wealth Advisors, LLC5$7870.00%00.0%Unchanged
Fairman Group, LLC6$9430.00%+6New
Frazier Financial Advisors, LLC6$9440.00%+6New
Clear Investment Research, LLC7$1.10K0.00%+7New
ClariVest Asset Management LLC8$1.26K0.00%+8New
Kozak & Associates, Inc.11$1.71K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC11$1.73K0.00%00.0%Unchanged
American National Bank12$1.89K0.00%−2,264−99.5%Reduced
Financial Synergies Wealth Advisors, Inc.12$2.09K0.00%−227−95.0%Reduced
Orion Capital Management LLC14$2.20K0.00%00.0%Unchanged
Global Wealth Strategies & Associates17$2.67K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC19$2.99K0.00%−25−56.8%Reduced
Bradley & Co. Private Wealth Management, LLC21$3.30K0.00%00.0%Unchanged
Ibex Wealth Advisors22$3.44K0.75%−41,821−99.9%Reduced
Stephens Consulting, LLC23$3.62K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC24$3.72K0.00%+1+4.3%Added
Cordant, Inc.24$3.79K0.00%+24New
Atlantic Private Wealth, LLC24$3.81K0.00%00.0%Unchanged
Focused Wealth Management, Inc25$3.91K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$3.93K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC25$3.93K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$3.93K0.00%00.0%Unchanged
Custom Portfolio Group LLC25$3.93K0.00%+25New
Hoese & Co LLP26$3.94K0.00%00.0%Unchanged
West Tower Group, LLC26$4.09K0.01%−276−91.4%Reduced
Activest Wealth Management27$4.17K0.00%+1+3.8%Added
Howard Capital Management Group, LLC28$4.40K0.00%−18−39.1%Reduced
PSI Advisors, LLC28$4.40K0.00%00.0%Unchanged
Marquette Asset Management, LLC28$4.40K0.00%00.0%Unchanged
Newton One Investments LLC30$4.70K0.00%00.0%Unchanged
Atlas Capital Advisors LLC31$4.87K0.00%00.0%Unchanged
Syntax Research, Inc.31$4.88K0.00%+31New
Lam Group, Inc.34$5.35K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.38$5.97K0.00%00.0%Unchanged
Estabrook Capital Management40$6.29K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.41$6.45K0.00%+41New
Sanctuary Wealth Management, L.L.C.42$6.60K0.01%00.0%Unchanged
Financial Connections Group, Inc.47$7.00K0.00%+47New
Nordwand Advisors, LLC45$7.08K0.00%+45New
Hoey Investments, Inc45$7.08K0.00%00.0%Unchanged
Clear Point Advisors Inc.45$7.14K0.01%+45New
Carolina Wealth Advisors, LLC50$7.86K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC50$7.86K0.00%+50New
Atwood & Palmer Inc52$8.18K0.00%00.0%Unchanged
Sofos Investments, Inc.50$8.23K0.00%−546−91.6%Reduced
Arlington Partners LLC53$8.33K0.00%−653−92.5%Reduced
Oliver Lagore Vanvalin Investment Group53$8.33K0.00%−40−43.0%Reduced
HighMark Wealth Management LLC54$8.45K0.01%−83−60.6%Reduced
Retirement Group, LLC55$8.65K0.00%00.0%Unchanged
Highline Wealth Partners LLC57$8.96K0.00%+50+714.3%Added
True Wealth Design, LLC57$8.99K0.00%−4,218−98.7%Reduced
Ogorek Anthony Joseph61$9.00K0.00%−4,534−98.7%Reduced
Centerpoint Advisors, LLC60$9.00K0.00%−32−34.8%Reduced
Rocky Mountain Advisers, LLC60$9.43K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA60$9.43K0.05%00.0%Unchanged
Aspect Partners, LLC60$9.43K0.01%+60New
LM Advisors LLC60$9.43K0.00%+60New
Nalls Sherbakoff Group, LLC63$9.95K0.01%00.0%Unchanged
Insight Financial Services65$10.2K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC66$10.4K0.00%+1+1.5%Added
Avion Wealth68$11.0K0.00%+24+54.5%Added
American State Bank (Iowa)70$11.0K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC71$11.2K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC71$11.2K0.00%+50+238.1%Added
Eukles Asset Management73$11.5K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC74$11.6K0.01%+74New
Fairfield, Bush & Co.75$11.8K0.01%+75New
Moser Wealth Advisors, LLC79$12.4K0.01%00.0%Unchanged
Citizens National Bank Trust Department80$12.6K0.00%00.0%Unchanged
Tortoise Investment Management, LLC82$12.9K0.00%−8−8.9%Reduced
Partnership Wealth Management, LLC92$13.1K0.01%+92New
Gables Capital Management Inc.86$13.5K0.01%+86New
Burkett Financial Services, LLC87$13.7K0.01%+87New
Granite FO LLC87$13.7K0.01%00.0%Unchanged
Evolution Advisers, Inc.89$14.0K0.01%+10+12.7%Added
Duncker Streett & Co Inc100$15.7K0.00%−28−21.9%Reduced
Ritter Daniher Financial Advisory LLC100$15.7K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.102$16.0K0.01%+102New
AllSquare Wealth Management LLC104$16.4K0.01%00.0%Unchanged
Gladius Capital Management LP105$16.5K0.01%+105New
Pin Oak Investment Advisors Inc110$17.0K0.02%00.0%Unchanged
Thompson Investment Management, Inc.109$17.1K0.00%00.0%Unchanged
Annapolis Financial Services, LLC110$17.3K0.00%−150−57.7%Reduced
Spectrum Wealth Counsel, LLC113$17.8K0.00%+113New
Main Street Group, LTD116$18.2K0.01%+116New
Private Wealth Management Group, LLC121$19.0K0.01%+121New
Financial Freedom, LLC125$19.7K0.01%00.0%Unchanged
Caitlin John, LLC126$19.7K0.02%+126New
First Community Trust NA129$20.3K0.02%00.0%Unchanged
DB Fitzpatrick & Co, Inc129$20.3K0.02%00.0%Unchanged
Tidemark, LLC134$21.0K0.01%+134New
Pingora Partners LLC135$21.2K0.02%+135New
Coston, McIsaac & Partners146$22.0K0.01%+1+0.7%Added
Hobbs Group Advisors, LLC144$22.6K0.01%+144New