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 |
|---|---|---|---|---|---|
| Paragon Private Wealth Management, LLC | 5,551 | $872.8K | 0.61% | −911−14.1% | Reduced |
| Stableford Capital II LLC | 5,495 | $875.1K | 0.37% | +294+5.7% | Added |
| Flputnam Investment Management Co | 5,568 | $875.5K | 0.02% | −8,697−61.0% | Reduced |
| Founders Financial Alliance, LLC | 5,584 | $878.0K | 0.34% | +173+3.2% | Added |
| Bank of Hawaii | 5,590 | $878.9K | 0.05% | −1,659−22.9% | Reduced |
| Meyer Handelman Co | 5,600 | $880.5K | 0.03% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 5,615 | $882.9K | 0.52% | −3,284−36.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,619 | $883.6K | 0.28% | −614−9.9% | Reduced |
| Grove Bank & Trust | 5,635 | $886.0K | 0.16% | −448−7.4% | Reduced |
| Berkshire Asset Management LLC | 5,674 | $892.1K | 0.05% | −245−4.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,690 | $894.6K | 0.75% | −86−1.5% | Reduced |
| Mendel Money Management | 5,692 | $895.0K | 0.43% | −117−2.0% | Reduced |
| Wealthspire Advisors, LLC | 5,693 | $895.1K | 0.01% | +783+15.9% | Added |
| Capital Asset Advisory Services LLC | 5,731 | $901.1K | 0.06% | −455−7.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,737 | $902.0K | 0.20% | −50−0.9% | Reduced |
| Traynor Capital Management, Inc. | 5,740 | $902.5K | 0.10% | −71−1.2% | Reduced |
| Financial Advocates Investment Management | 5,741 | $902.7K | 0.06% | −88−1.5% | Reduced |
| Quadrant Capital Group LLC | 5,782 | $909.1K | 0.08% | +345+6.3% | Added |
| Investors Research Corp | 5,789 | $910.2K | 0.22% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,790 | $910.4K | 0.73% | +25+0.4% | Added |
| Northstar Group, Inc. | 5,801 | $912.1K | 0.20% | −619−9.6% | Reduced |
| Intellectus Partners, LLC | 5,807 | $913.0K | 0.26% | +495+9.3% | Added |
| Weaver Capital Management LLC | 5,822 | $915.4K | 0.37% | +5,822 | New |
| Centaurus Financial, Inc. | 5,833 | $917.0K | 0.07% | +96+1.7% | Added |
| WSFS Capital Management, LLC | 5,834 | $917.2K | 0.06% | −7,603−56.6% | Reduced |
| LCNB Corp | 5,857 | $920.9K | 0.36% | −4−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 5,867 | $922.5K | 0.63% | −277−4.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,874 | $923.5K | 0.26% | −2,092−26.3% | Reduced |
| Byrne Asset Management LLC | 5,900 | $925.4K | 0.71% | – | – |
| Boston Financial Mangement LLC | 5,940 | $934.0K | 0.03% | +5,940 | New |
| Central Bank & Trust Co | 5,942 | $934.2K | 0.14% | +103+1.8% | Added |
| Bremer Bank National Association | 5,956 | $936.5K | 0.17% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,969 | $938.5K | 0.30% | +1,775+42.3% | Added |
| Private Trust Co NA | 5,973 | $939.1K | 0.11% | −279−4.5% | Reduced |
| LS Investment Advisors, LLC | 6,000 | $943.4K | 0.16% | +6,000 | New |
| Tyche Wealth Partners LLC | 6,004 | $944.0K | 0.23% | +6,004 | New |
| Tradewinds Capital Management, LLC | 6,034 | $948.8K | 0.38% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,094 | $950.0K | 0.02% | +242+4.1% | Added |
| Affinity Wealth Management LLC | 6,046 | $950.6K | 0.20% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6,079 | $956.0K | 0.13% | −2,394−28.3% | Reduced |
| Patriot Investment Management Inc. | 6,110 | $960.7K | 0.08% | −272−4.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,124 | $962.9K | 0.09% | +56+0.9% | Added |
| Benjamin Edwards Inc | 6,146 | $966.0K | 0.21% | −810−11.6% | Reduced |
| Marino, Stram & Associates LLC | 6,148 | $966.6K | 0.25% | +10+0.2% | Added |
| Syon Capital LLC | 6,162 | $968.9K | 0.10% | +1,562+34.0% | Added |
| Coastal Investment Advisors, Inc. | 6,165 | $969.3K | 0.22% | −836−11.9% | Reduced |
| Checchi Capital Advisers, LLC | 6,179 | $971.6K | 0.08% | −506−7.6% | Reduced |
| Moneta Group Investment Advisors LLC | 6,244 | $981.7K | 0.02% | −37−0.6% | Reduced |
| 1st Source Bank | 6,289 | $988.8K | 0.06% | +614+10.8% | Added |
| Abbrea Capital, LLC | 6,295 | $990.0K | 0.14% | −892−12.4% | Reduced |
| Mach-1 Financial Group, Inc. | 6,298 | $990.3K | 0.38% | +353+5.9% | Added |
| Family Asset Management, LLC | 6,304 | $991.2K | 0.66% | −308−4.7% | Reduced |
| Brown Capital Management LLC | 6,312 | $992.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,344 | $997.5K | 0.08% | +6,344 | New |
| Gleason Group, Inc. | 6,351 | $998.6K | 0.23% | +66+1.1% | Added |
| Nwam LLC | 6,360 | $1.00M | 0.08% | +1,851+41.1% | Added |
| Buckingham Strategic Partners | 6,372 | $1.00M | 0.05% | −100−1.5% | Reduced |
| K.J. Harrison & Partners Inc | 6,375 | $1.00M | 0.17% | +6,375 | New |
| Cooper Financial Group | 6,381 | $1.00M | 0.18% | −1,333−17.3% | Reduced |
| Trust Investment Advisors | 6,382 | $1.00M | 0.78% | +23+0.4% | Added |
| Diligent Investors, LLC | 6,408 | $1.01M | 0.28% | −50−0.8% | Reduced |
| Warren Averett Asset Management, LLC | 6,416 | $1.01M | 0.04% | −39−0.6% | Reduced |
| Qtron Investments LLC | 6,456 | $1.02M | 0.17% | +1,923+42.4% | Added |
| First Financial Bank - Trust Division | 6,458 | $1.02M | 0.10% | −172−2.6% | Reduced |
| Constitution Capital LLC | 6,464 | $1.02M | 0.61% | −420−6.1% | Reduced |
| Sigma Planning Corp | 6,492 | $1.02M | 0.08% | −9,258−58.8% | Reduced |
| Alpha DNA Investment Management LLC | 6,496 | $1.02M | 0.61% | +457+7.6% | Added |
| AIA Group Ltd | 6,504 | $1.02M | 0.04% | +4,222+185.0% | Added |
| Goldstone Financial Group, LLC | 6,509 | $1.02M | 0.26% | +49+0.8% | Added |
| Hyman Charles D | 6,535 | $1.03M | 0.06% | +315+5.1% | Added |
| Penserra Capital Management LLC | 6,572 | $1.03M | 0.02% | −757,492−99.1% | Reduced |
| Colonial Trust Co | 6,580 | $1.03M | 0.22% | +275+4.4% | Added |
| First Horizon Advisors, Inc. | 6,587 | $1.04M | 0.03% | −580−8.1% | Reduced |
| First United Bank Trust | 6,591 | $1.04M | 0.41% | −292−4.2% | Reduced |
| Archford Capital Strategies, LLC | 6,647 | $1.05M | 0.19% | −1,897−22.2% | Reduced |
| Farther Finance Advisors, LLC | 6,665 | $1.05M | 0.08% | +3,913+142.2% | Added |
| Schnieders Capital Management LLC | 6,689 | $1.05M | 0.23% | −3,210−32.4% | Reduced |
| Regal Investment Advisors LLC | 6,708 | $1.05M | 0.08% | −823−10.9% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,710 | $1.06M | 0.63% | +1,750+35.3% | Added |
| Venturi Wealth Management, LLC | 6,735 | $1.06M | 0.07% | −65−1.0% | Reduced |
| Ritholtz Wealth Management | 6,745 | $1.06M | 0.04% | −178−2.6% | Reduced |
| SNS Financial Group, LLC | 6,758 | $1.06M | 0.13% | −231−3.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,771 | $1.06M | 0.55% | −5,204−43.5% | Reduced |
| High Net Worth Advisory Group LLC | 6,788 | $1.07M | 0.40% | −950−12.3% | Reduced |
| Probity Advisors, Inc. | 6,790 | $1.07M | 0.23% | −133−1.9% | Reduced |
| DT Investment Partners, LLC | 7,378 | $1.07M | 0.12% | −315−4.1% | Reduced |
| First County Bank | 6,850 | $1.08M | 0.52% | −815−10.6% | Reduced |
| Pensionmark Financial Group, LLC | 6,877 | $1.08M | 0.14% | +6,877 | New |
| IFP Advisors, Inc | 6,899 | $1.08M | 0.05% | +572+9.0% | Added |
| PFG Investments, LLC | 6,921 | $1.09M | 0.20% | −233−3.3% | Reduced |
| Nations Financial Group Inc, | 6,927 | $1.09M | 0.10% | −485−6.5% | Reduced |
| Western Wealth Management, LLC | 6,946 | $1.09M | 0.08% | −5−0.1% | Reduced |
| Washington Trust Co | 6,946 | $1.09M | 0.04% | −4−0.1% | Reduced |
| Castlekeep Investment Advisors LLC | 6,952 | $1.09M | 0.78% | +6,952 | New |
| Legacy Financial Advisors, Inc. | 6,959 | $1.09M | 0.21% | +1,704+32.4% | Added |
| Alan B. Lancz & Associates, Inc. | 6,970 | $1.10M | 1.15% | −300−4.1% | Reduced |
| Guardian Capital Advisors LP | 6,855 | $1.10M | 0.11% | −50−0.7% | Reduced |
| Fayez Sarofim & Co | 7,499 | $1.10M | 0.00% | −1,371−15.5% | Reduced |
| Alpha Omega Wealth Management LLC | 6,988 | $1.10M | 0.18% | +18+0.3% | Added |
| Old Second National Bank of Aurora | 6,998 | $1.10M | 0.30% | −120−1.7% | Reduced |