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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 4,423 | $695.5K | 0.00% | +1,996+82.2% | Added |
| WestHill Financial Advisors, Inc. | 4,448 | $699.4K | 0.19% | +10.0% | Added |
| Geneos Wealth Management Inc. | 4,448 | $699.4K | 0.03% | −2,297−34.1% | Reduced |
| Johnson Financial Group, Inc. | 4,468 | $702.5K | 0.04% | −2,885−39.2% | Reduced |
| Boston Family Office LLC | 4,493 | $706.0K | 0.05% | −1,401−23.8% | Reduced |
| Altus Wealth Group LLC | 4,497 | $707.1K | 0.39% | +580+14.8% | Added |
| Trust Point Inc. | 4,506 | $708.5K | 0.06% | +4,506 | New |
| Allred Capital Management, LLC | 4,510 | $709.2K | 0.31% | −5−0.1% | Reduced |
| Delta Financial Group, Inc. | 4,576 | $720.0K | 0.23% | −124−2.6% | Reduced |
| Smith, Moore & Co. | 4,599 | $723.1K | 0.09% | −689−13.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,615 | $725.6K | 0.08% | +308+7.2% | Added |
| Precedent Wealth Partners, LLC | 4,627 | $727.5K | 0.37% | +4,627 | New |
| Community Bank & Trust, Waco, Texas | 4,663 | $733.0K | 0.20% | +564+13.8% | Added |
| Fernwood Investment Management, LLC | 4,663 | $733.2K | 0.24% | −300−6.0% | Reduced |
| Thoroughbred Financial Services, LLC | 4,670 | $734.0K | 0.06% | −324−6.5% | Reduced |
| Acropolis Investment Management, LLC | 4,674 | $734.8K | 0.05% | +175+3.9% | Added |
| ZWJ Investment Counsel Inc | 4,684 | $736.5K | 0.04% | −703−13.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,686 | $736.8K | 0.39% | −108−2.3% | Reduced |
| Imprint Wealth LLC | 4,687 | $736.9K | 0.59% | +184+4.1% | Added |
| Summit Trail Advisors, LLC | 4,702 | $739.4K | 0.02% | +557+13.4% | Added |
| McAdam, LLC | 4,712 | $740.9K | 0.05% | +35+0.7% | Added |
| Wealth Alliance Advisory Group, LLC | 4,716 | $741.6K | 0.19% | +1,244+35.8% | Added |
| FRG Family Wealth Advisors LLC | 4,720 | $742.1K | 0.15% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,726 | $743.1K | 0.06% | −101−2.1% | Reduced |
| Longfellow Investment Management Co LLC | 4,737 | $744.8K | 0.18% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,738 | $744.9K | 0.41% | −90−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 4,745 | $746.1K | 0.10% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 4,750 | $747.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 4,760 | $748.0K | 0.37% | −14−0.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,777 | $751.1K | 0.02% | −142,566−96.8% | Reduced |
| Annex Advisory Services, LLC | 4,788 | $752.8K | 0.03% | −192−3.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 4,799 | $754.5K | 0.51% | +586+13.9% | Added |
| Solitude Financial Services | 4,800 | $754.7K | 0.41% | −100−2.0% | Reduced |
| Pettee Investors, Inc. | 4,800 | $754.7K | 0.33% | +20+0.4% | Added |
| Lake Street Advisors Group, LLC | 4,804 | $755.3K | 0.04% | −11,569−70.7% | Reduced |
| Advisor Resource Council | 4,805 | $755.6K | 0.09% | +4,805 | New |
| Capital Insight Partners, LLC | 4,825 | $758.6K | 0.16% | −41−0.8% | Reduced |
| Strategic Investment Solutions, Inc. | 4,842 | $761.4K | 0.13% | +4,527+1,437.1% | Added |
| Advisors Management Group Inc | 4,852 | $763.0K | 0.21% | +3+0.1% | Added |
| Keudell/Morrison Wealth Management | 4,858 | $763.7K | 0.25% | −10.0% | Reduced |
| Hilltop Partners LLC | 4,859 | $764.0K | 0.30% | −564−10.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,866 | $765.1K | 0.70% | +4,866 | New |
| Astoria Portfolio Advisors LLC. | 5,244 | $765.2K | 0.31% | +1,487+39.6% | Added |
| Westpac Banking Corp | 4,872 | $766.0K | 0.06% | −1,575−24.4% | Reduced |
| Valmark Advisers, Inc. | 4,898 | $770.0K | 0.01% | −111−2.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,899 | $770.3K | 0.15% | +109+2.3% | Added |
| Darwin Advisors, LLC | 4,907 | $771.6K | 0.21% | −34−0.7% | Reduced |
| apricus wealth, LLC | 4,930 | $775.2K | 0.59% | −5−0.1% | Reduced |
| DeDora Capital, Inc. | 4,933 | $775.6K | 0.27% | +284+6.1% | Added |
| Morningstar Investment Management LLC | 4,959 | $780.0K | 0.09% | +16+0.3% | Added |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $780.5K | 0.48% | 00.0% | Unchanged |
| Proequities, Inc. | 4,971 | $781.6K | 0.06% | +646+14.9% | Added |
| Tobam | 4,976 | $782.0K | 0.07% | +1,026+26.0% | Added |
| Golden State Equity Partners | 4,986 | $784.0K | 0.19% | −614−11.0% | Reduced |
| CPR Investments Inc. | 5,000 | $786.1K | 0.76% | 00.0% | Unchanged |
| Capital Square, LLC | 5,001 | $786.3K | 0.89% | −109−2.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,013 | $788.2K | 0.00% | +763+18.0% | Added |
| Blackston Financial Advisory Group, LLC | 5,033 | $791.3K | 0.50% | +85+1.7% | Added |
| Inceptionr LLC | 5,052 | $794.3K | 0.57% | +919+22.2% | Added |
| W.H. Cornerstone Investments Inc. | 5,065 | $796.0K | 0.63% | −1,605−24.1% | Reduced |
| Chicago Capital, LLC | 5,065 | $796.4K | 0.03% | −119−2.3% | Reduced |
| David Loasby | 5,043 | $800.4K | 0.09% | −515−9.3% | Reduced |
| Fiduciary Group LLC | 5,091 | $800.5K | 0.09% | −112−2.2% | Reduced |
| Mirabaud Asset Management Ltd | 5,093 | $800.8K | 0.34% | +5,093 | New |
| Access Investment Management LLC | 5,100 | $801.9K | 0.30% | +5,100 | New |
| Ar Asset Management Inc | 5,100 | $802.0K | 0.21% | 00.0% | Unchanged |
| Community Trust & Investment Co | 5,101 | $802.0K | 0.06% | −202−3.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,117 | $804.6K | 0.13% | −987−16.2% | Reduced |
| MKT Advisors LLC | 5,080 | $806.3K | 0.53% | −15−0.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,059 | $809.1K | 0.27% | −230−4.3% | Reduced |
| Taylor Financial Group, Inc. | 5,148 | $809.4K | 0.67% | +5,148 | New |
| VeraBank, N.A. | 5,169 | $812.7K | 0.27% | +38+0.7% | Added |
| Fortem Financial Group, LLC | 5,172 | $813.2K | 0.40% | −227−4.2% | Reduced |
| RMR Wealth Builders | 5,180 | $814.5K | 0.11% | +1,312+33.9% | Added |
| Essex Financial Services, Inc. | 5,190 | $816.1K | 0.08% | +277+5.6% | Added |
| Pinnacle West Asset Management, Inc. | 5,195 | $817.0K | 0.70% | +280+5.7% | Added |
| Investors Asset Management of Georgia Inc | 5,192 | $817.4K | 0.41% | +700+15.6% | Added |
| First Citizens Bank & Trust Co | 5,212 | $819.5K | 0.01% | +400+8.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,222 | $821.1K | 0.38% | +229+4.6% | Added |
| Joel Isaacson & Co., LLC | 5,226 | $821.7K | 0.05% | −13−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 5,226 | $821.7K | 0.32% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 5,292 | $832.1K | 0.01% | −2,194,526−99.8% | Reduced |
| IFG Advisory, LLC | 5,293 | $832.3K | 0.06% | −1,650−23.8% | Reduced |
| Choate Investment Advisors | 5,302 | $833.6K | 0.03% | −991−15.7% | Reduced |
| Girard Partners Ltd. | 5,315 | $835.7K | 0.08% | −1,736−24.6% | Reduced |
| Bangor Savings Bank | 5,319 | $836.3K | 0.09% | +70+1.3% | Added |
| Credential Qtrade Securities Inc. | 5,325 | $837.2K | 0.05% | +860+19.3% | Added |
| Cetera Trust Company, N.A | 5,339 | $839.5K | 0.52% | +5,339 | New |
| Peoples Financial Services Corp. | 5,343 | $840.1K | 0.36% | −63−1.2% | Reduced |
| Lakewood Asset Management LLC | 5,424 | $852.8K | 0.66% | −790−12.7% | Reduced |
| Occudo Quantitative Strategies LP | 5,449 | $856.7K | 0.12% | −8,886−62.0% | Reduced |
| Herold Advisors, Inc. | 5,449 | $856.8K | 0.24% | −901−14.2% | Reduced |
| Eads & Heald Wealth Management | 5,451 | $857.0K | 0.41% | +687+14.4% | Added |
| Simmons Bank | 5,459 | $858.3K | 0.07% | −900−14.2% | Reduced |
| Monument Capital Management | 5,461 | $858.6K | 0.28% | +858+18.6% | Added |
| JT Stratford LLC | 5,466 | $859.4K | 0.20% | −827−13.1% | Reduced |
| Missouri Trust & Investment Co | 5,512 | $866.7K | 0.35% | −150−2.6% | Reduced |
| Lindbrook Capital, LLC | 5,529 | $869.3K | 0.09% | +217+4.1% | Added |
| SPC Financial, Inc. | 5,537 | $870.6K | 0.09% | −2,881−34.2% | Reduced |
| Main Street Financial Solutions, LLC | 5,538 | $870.7K | 0.11% | −44−0.8% | Reduced |