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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 7,000 | $1.10M | 0.25% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 7,025 | $1.10M | 0.11% | +108+1.6% | Added |
| Founders Financial Securities LLC | 7,026 | $1.10M | 0.12% | −154−2.1% | Reduced |
| Noble Family Wealth, LLC | 7,030 | $1.11M | 0.33% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 7,035 | $1.11M | 0.05% | −653−8.5% | Reduced |
| Aptus Capital Advisors, LLC | 7,036 | $1.11M | 0.03% | −1,397−16.6% | Reduced |
| Heritage Wealth Advisors | 7,053 | $1.11M | 0.06% | +775+12.3% | Added |
| Strategic Blueprint, LLC | 7,133 | $1.12M | 0.09% | −656−8.4% | Reduced |
| Essex Savings Bank | 7,174 | $1.13M | 0.33% | +1,570+28.0% | Added |
| SevenBridge Financial Group, LLC | 7,181 | $1.13M | 0.27% | −144−2.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 7,195 | $1.13M | 0.25% | −13−0.2% | Reduced |
| Lincoln Capital LLC | 7,233 | $1.14M | 0.28% | −33−0.5% | Reduced |
| Bollard Group LLC | 7,237 | $1.14M | 0.04% | +77+1.1% | Added |
| AIMZ Investment Advisors, LLC | 7,250 | $1.14M | 0.46% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,193 | $1.14M | 0.14% | +69+1.0% | Added |
| Chicago Trust Co NA | 7,284 | $1.15M | 0.25% | −180−2.4% | Reduced |
| Estate Counselors, LLC | 7,305 | $1.15M | 0.14% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 7,356 | $1.16M | 0.01% | −27,343−78.8% | Reduced |
| Arnhold LLC | 7,370 | $1.16M | 0.13% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 7,376 | $1.16M | 0.09% | −375−4.8% | Reduced |
| Harrington Investments, INC | 7,403 | $1.16M | 0.72% | −85−1.1% | Reduced |
| Keystone Financial Group | 7,407 | $1.16M | 0.20% | −224−2.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,419 | $1.17M | 0.31% | +4+0.1% | Added |
| Arden Trust Co | 7,455 | $1.17M | 0.17% | −1,493−16.7% | Reduced |
| Taylor Hoffman Wealth Management | 7,459 | $1.17M | 0.53% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,473 | $1.18M | 0.70% | +2,944+65.0% | Added |
| D.B. Root & Company, LLC | 7,479 | $1.18M | 0.43% | −114−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 7,483 | $1.18M | 0.10% | +586+8.5% | Added |
| Aquatic Capital Management LLC | 7,500 | $1.18M | 0.03% | −163,300−95.6% | Reduced |
| OV Management LLC | 7,500 | $1.18M | 0.97% | +7,500 | New |
| Compass Wealth Management LLC | 7,526 | $1.18M | 0.33% | +341+4.7% | Added |
| Leonteq Securities AG | 7,608 | $1.20M | 0.15% | −1,499−16.5% | Reduced |
| Wolff Financial Management LLC | 7,616 | $1.20M | 0.37% | +2,213+41.0% | Added |
| Occidental Asset Management, LLC | 7,624 | $1.20M | 0.25% | +768+11.2% | Added |
| Belpointe Asset Management LLC | 7,640 | $1.20M | 0.11% | +5,446+248.2% | Added |
| TFG Advisers LLC | 7,641 | $1.20M | 0.50% | −221−2.8% | Reduced |
| TCG Advisory Services, LLC | 7,646 | $1.20M | 0.08% | +7,646 | New |
| Trust Co of Virginia | 7,660 | $1.20M | 0.12% | −300−3.8% | Reduced |
| Pittenger & Anderson Inc | 7,689 | $1.21M | 0.05% | −19−0.2% | Reduced |
| Cigna Investments Inc | 7,722 | $1.21M | 0.25% | −15−0.2% | Reduced |
| Barden Capital Management, Inc. | 7,818 | $1.22M | 0.99% | +1,022+15.0% | Added |
| Dynamic Technology Lab Private Ltd | 7,750 | $1.22M | 0.13% | +4,399+131.3% | Added |
| Trust Co of Vermont | 7,768 | $1.22M | 0.08% | −604−7.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 7,837 | $1.23M | 0.94% | +7,837 | New |
| Chesapeake Wealth Management | 7,846 | $1.23M | 0.48% | −40−0.5% | Reduced |
| Silvant Capital Management LLC | 7,893 | $1.24M | 0.07% | −25−0.3% | Reduced |
| Invesco, LLC | 7,897 | $1.24M | 0.58% | −295−3.6% | Reduced |
| Stiles Financial Services Inc | 7,907 | $1.24M | 0.56% | +240+3.1% | Added |
| BlueCrest Capital Management Ltd | 7,908 | $1.24M | 0.21% | +1,785+29.2% | Added |
| Perpetual Ltd | 7,921 | $1.25M | 0.01% | +1,800+29.4% | Added |
| CRA Financial Services, LLC | 7,932 | $1.25M | 0.31% | +2,736+52.7% | Added |
| Panagora Asset Management Inc | 7,940 | $1.25M | 0.01% | −6−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 7,950 | $1.25M | 0.68% | −108−1.3% | Reduced |
| Duff & Phelps Investment Management Co | 8,000 | $1.26M | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.26M | 0.44% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,003 | $1.26M | 0.08% | −6−0.1% | Reduced |
| Fundamentun, LLC | 8,070 | $1.27M | 0.15% | +471+6.2% | Added |
| Private Portfolio Partners LLC | 8,072 | $1.27M | 0.29% | +95+1.2% | Added |
| Amplius Wealth Advisors, LLC | 8,073 | $1.27M | 0.15% | +147+1.9% | Added |
| TCM Advisors, LLC | – | $1.27M | 1.03% | – | – |
| Robertson Stephens Wealth Management, LLC | 8,101 | $1.27M | 0.08% | +2,426+42.7% | Added |
| Alaethes Wealth LLC | 8,104 | $1.27M | 0.60% | +288+3.7% | Added |
| Capital International Inc | 8,125 | $1.28M | 0.02% | +1,640+25.3% | Added |
| Intrust Bank NA | 8,127 | $1.28M | 0.15% | +543+7.2% | Added |
| Kingswood Wealth Advisors, LLC | 8,140 | $1.28M | 0.15% | +4,321+113.1% | Added |
| LVW Advisors, LLC | 8,156 | $1.28M | 0.24% | +3,760+85.5% | Added |
| Harbour Trust & Investment Management Co | 8,167 | $1.28M | 0.18% | +8,167 | New |
| MSH Capital Advisors LLC | 8,187 | $1.29M | 0.48% | −156−1.9% | Reduced |
| Applied Capital LLC | 8,203 | $1.29M | 1.19% | −196−2.3% | Reduced |
| Blueshift Asset Management, LLC | 8,210 | $1.29M | 0.69% | +5,538+207.3% | Added |
| Concord Asset Management, LLC | 8,212 | $1.29M | 0.38% | +2,565+45.4% | Added |
| Ameritas Investment Partners, Inc. | 8,224 | $1.29M | 0.05% | −308−3.6% | Reduced |
| Wealth Management Partners, LLC | 8,263 | $1.30M | 0.72% | +733+9.7% | Added |
| Lazard Asset Management LLC | 8,276 | $1.30M | 0.00% | −892−9.7% | Reduced |
| First National Advisers, LLC | 8,284 | $1.30M | 0.37% | +1,792+27.6% | Added |
| Moloney Securities Asset Management, LLC | 8,312 | $1.31M | 0.21% | −258−3.0% | Reduced |
| Voya Financial Advisors, Inc. | 8,343 | $1.31M | 0.16% | −82−1.0% | Reduced |
| Sweet Financial Partners, LLC | 8,348 | $1.31M | 0.31% | −1,759−17.4% | Reduced |
| SeaBridge Investment Advisors LLC | 8,366 | $1.32M | 0.38% | −201−2.3% | Reduced |
| Engineers Gate Manager LP | 8,380 | $1.32M | 0.04% | −38,078−82.0% | Reduced |
| Cornerstone Wealth Management, LLC | 8,465 | $1.33M | 0.11% | −42−0.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,485 | $1.33M | 0.14% | −56,577−87.0% | Reduced |
| BKD Wealth Advisors, LLC | 8,488 | $1.33M | 0.04% | −1,790−17.4% | Reduced |
| Brown Miller Wealth Management, LLC | 8,498 | $1.34M | 0.67% | +90+1.1% | Added |
| Independent Financial Group, LLC | 8,506 | $1.34M | 0.07% | +140+1.7% | Added |
| First Bank & Trust | 8,514 | $1.34M | 0.32% | −2,697−24.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 8,527 | $1.34M | 1.31% | −2,180−20.4% | Reduced |
| Fiduciary Trust Co | 8,606 | $1.35M | 0.02% | +530+6.6% | Added |
| Symmetry Partners, LLC | 8,607 | $1.35M | 0.07% | −1,146−11.8% | Reduced |
| Hexagon Capital Partners LLC | 8,617 | $1.35M | 0.33% | −33−0.4% | Reduced |
| Garner Asset Management Corp | 9,348 | $1.37M | 0.69% | −708−7.0% | Reduced |
| Dakota Wealth Management | 8,709 | $1.37M | 0.05% | −105−1.2% | Reduced |
| Pacific Global Investment Management CO | 8,732 | $1.37M | 0.28% | −74−0.8% | Reduced |
| Change Path, LLC | 8,740 | $1.37M | 0.09% | +944+12.1% | Added |
| Argent Advisors, Inc. | 8,824 | $1.39M | 0.61% | +374+4.4% | Added |
| Advance Capital Management, Inc. | 8,830 | $1.39M | 0.11% | +6+0.1% | Added |
| Raleigh Capital Management Inc. | 8,840 | $1.39M | 0.65% | −265−2.9% | Reduced |
| Old Port Advisors | 8,852 | $1.39M | 0.46% | +322+3.8% | Added |
| Shulman DeMeo Asset Management LLC | 8,908 | $1.40M | 0.40% | +11+0.1% | Added |
| Meeder Advisory Services, Inc. | 8,948 | $1.41M | 0.16% | −82−0.9% | Reduced |