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 |
|---|---|---|---|---|---|
| Carson Advisory Inc. | 8,975 | $1.41M | 1.10% | +140+1.6% | Added |
| Northwest & Ethical Investments L.P. | 8,996 | $1.41M | 0.04% | +2,118+30.8% | Added |
| V-Square Quantitative Management LLC | 9,004 | $1.42M | 0.34% | +3,151+53.8% | Added |
| SOA Wealth Advisors, LLC. | 9,021 | $1.42M | 0.32% | +30.0% | Added |
| Moody National Bank Trust Division | 9,042 | $1.42M | 0.11% | −9,684−51.7% | Reduced |
| Quadcap Wealth Management, LLC | 9,090 | $1.43M | 0.37% | +9,090 | New |
| McKinley Carter Wealth Services, Inc. | 9,113 | $1.43M | 0.10% | −862−8.6% | Reduced |
| Summit X, LLC | 9,111 | $1.43M | 0.41% | +6,377+233.2% | Added |
| AMG National Trust Bank | 9,147 | $1.44M | 0.05% | −3,824−29.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 9,207 | $1.45M | 0.14% | −20,571−69.1% | Reduced |
| Werlinich Asset Management, LLC | 9,260 | $1.45M | 1.10% | −211−2.2% | Reduced |
| BlueChip Wealth Advisors LLC | 9,250 | $1.45M | 1.02% | +9,250 | New |
| Confluence Wealth Services, Inc. | 9,258 | $1.46M | 0.16% | +736+8.6% | Added |
| Cim, LLC | 9,799 | $1.47M | 0.23% | +314+3.3% | Added |
| Catalytic Wealth RIA, LLC | 9,430 | $1.48M | 0.67% | +9,430 | New |
| Ameritas Advisory Services, LLC | 9,711 | $1.49M | 0.08% | −52,503−84.4% | Reduced |
| Aberdeen Wealth Management LLC | 9,500 | $1.49M | 1.08% | −297−3.0% | Reduced |
| Concord Wealth Partners | 9,501 | $1.49M | 0.30% | +638+7.2% | Added |
| NBC Securities, Inc. | 9,582 | $1.51M | 0.15% | −1,024−9.7% | Reduced |
| Cox Capital Mgt LLC | 9,595 | $1.51M | 0.98% | −2,531−20.9% | Reduced |
| Van Hulzen Asset Management, LLC | 9,615 | $1.51M | 0.11% | +1,851+23.8% | Added |
| Norway Savings Bank | 9,622 | $1.51M | 0.67% | −655−6.4% | Reduced |
| Access Financial Services, Inc. | 9,627 | $1.51M | 0.78% | −51−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 9,656 | $1.52M | 0.15% | +5,817+151.5% | Added |
| ForthRight Wealth Management, LLC | 9,674 | $1.52M | 0.59% | −11−0.1% | Reduced |
| Moneywise, Inc. | 9,688 | $1.52M | 0.87% | −13−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.53M | 1.10% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 9,833 | $1.55M | 0.24% | −43−0.4% | Reduced |
| Cullen Investment Group, Ltd. | 9,853 | $1.55M | 0.27% | +9,853 | New |
| Paralel Advisors LLC | 9,869 | $1.55M | 0.08% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 9,900 | $1.56M | 1.06% | −775−7.3% | Reduced |
| Capital Investment Advisory Services, LLC | 9,907 | $1.56M | 0.15% | −2,708−21.5% | Reduced |
| Lantz Financial LLC | 9,936 | $1.56M | 0.56% | +5,049+103.3% | Added |
| Meridian Wealth Management, LLC | 9,981 | $1.57M | 0.10% | +3,923+64.8% | Added |
| Jackson Wealth Management, LLC | 9,995 | $1.57M | 0.21% | −5,283−34.6% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.57M | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 10,065 | $1.58M | 0.13% | −1,405−12.2% | Reduced |
| Midland Wealth Advisors LLC | 10,067 | $1.58M | 0.11% | +10,067 | New |
| Providence Capital Advisors, LLC | 10,085 | $1.59M | 0.38% | −295−2.8% | Reduced |
| Cora Capital Advisors LLC | 10,138 | $1.59M | 0.94% | +20.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 10,153 | $1.60M | 0.10% | −225−2.2% | Reduced |
| Harbour Investments, Inc. | 10,197 | $1.60M | 0.07% | +5,222+105.0% | Added |
| NEOS Investment Management LLC | 10,224 | $1.61M | 0.15% | +2,777+37.3% | Added |
| Parsons Capital Management Inc | 10,281 | $1.62M | 0.12% | +30+0.3% | Added |
| Profund Advisors LLC | 10,286 | $1.62M | 0.07% | +2,011+24.3% | Added |
| Old National Bancorp | 10,297 | $1.62M | 0.04% | −805−7.3% | Reduced |
| Matrix Trust Co | 10,294 | $1.62M | 0.38% | −128−1.2% | Reduced |
| Wrapmanager Inc | 10,312 | $1.62M | 0.48% | −306−2.9% | Reduced |
| Vinva Investment Management Ltd | 10,314 | $1.62M | 0.11% | +8,443+451.3% | Added |
| Summit Financial, LLC | 10,326 | $1.62M | 0.11% | −2,097−16.9% | Reduced |
| Hunter Associates Investment Management LLC | 10,333 | $1.62M | 0.30% | −9−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 10,345 | $1.63M | 0.13% | −215−2.0% | Reduced |
| Granite Investment Partners, LLC | 10,458 | $1.64M | 0.06% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 10,475 | $1.65M | 1.20% | +754+7.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 10,487 | $1.65M | 1.60% | +10,487 | New |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.65M | 0.38% | +10,500 | New |
| TrinityPoint Wealth, LLC | 10,566 | $1.66M | 0.30% | −20,252−65.7% | Reduced |
| Insigneo Advisory Services, LLC | 10,641 | $1.67M | 0.24% | +2,103+24.6% | Added |
| Modus Advisors, LLC | 10,681 | $1.68M | 0.68% | −253−2.3% | Reduced |
| Decatur Capital Management, Inc. | 10,766 | $1.69M | 1.01% | +785+7.9% | Added |
| Level Four Advisory Services, LLC | 10,773 | $1.69M | 0.10% | +493+4.8% | Added |
| Financial Advisory Service, Inc. | 10,781 | $1.70M | 0.16% | +1,883+21.2% | Added |
| Global Retirement Partners, LLC | 10,922 | $1.70M | 0.07% | +2,317+26.9% | Added |
| Worldquant Millennium Advisors LLC | 10,858 | $1.71M | 0.02% | +10,858 | New |
| Houlihan Financial Resource Group, Ltd. | 10,863 | $1.71M | 0.83% | −16−0.1% | Reduced |
| Balentine LLC | 10,919 | $1.72M | 0.05% | +1,877+20.8% | Added |
| Wealth Alliance | 10,931 | $1.72M | 0.24% | −1,104−9.2% | Reduced |
| Intrua Financial, LLC | 10,932 | $1.72M | 0.27% | −2,083−16.0% | Reduced |
| Resources Investment Advisors, LLC. | 11,017 | $1.73M | 0.03% | +1,757+19.0% | Added |
| Redmond Asset Management, LLC | 11,021 | $1.73M | 0.56% | +1,585+16.8% | Added |
| Wimmer Associates 1, LLC | 11,037 | $1.74M | 0.98% | −522−4.5% | Reduced |
| Entropy Technologies, LP | 11,073 | $1.74M | 0.32% | +11,073 | New |
| SageView Advisory Group, LLC | 12,006 | $1.74M | 0.07% | +6,413+114.7% | Added |
| Court Place Advisors, LLC | 11,167 | $1.76M | 0.58% | −489−4.2% | Reduced |
| Hedges Asset Management LLC | 11,200 | $1.76M | 1.38% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 11,205 | $1.76M | 1.09% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 11,216 | $1.76M | 1.12% | −384−3.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,311 | $1.78M | 0.10% | −4,893−30.2% | Reduced |
| Foundations Investment Advisors, LLC | 12,491 | $1.78M | 0.05% | −15,955−56.1% | Reduced |
| Quilter Plc | 11,338 | $1.78M | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11,344 | $1.78M | 0.29% | −434−3.7% | Reduced |
| Pensionfund Sabic | 11,400 | $1.79M | 0.56% | 00.0% | Unchanged |
| Spire Wealth Management | 11,429 | $1.79M | 0.06% | +537+4.9% | Added |
| Davis R M Inc | 11,458 | $1.80M | 0.04% | −50.0% | Reduced |
| Greenleaf Trust | 11,493 | $1.81M | 0.02% | +752+7.0% | Added |
| Mechanics Bank Trust Department | 11,512 | $1.81M | 0.28% | −3,069−21.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,518 | $1.81M | 1.49% | −1,150−9.1% | Reduced |
| Excalibur Management Corp | 11,556 | $1.82M | 0.85% | +314+2.8% | Added |
| Howland Capital Management LLC | 11,557 | $1.82M | 0.10% | −120−1.0% | Reduced |
| ING Groep NV | 11,577 | $1.82M | 0.01% | −48,624−80.8% | Reduced |
| Wharton Business Group, LLC | 11,628 | $1.83M | 0.09% | −21,765−65.2% | Reduced |
| Beacon Investment Advisors LLC | 11,658 | $1.83M | 1.17% | +199+1.7% | Added |
| Diversified Trust Co | 11,670 | $1.83M | 0.06% | +1,720+17.3% | Added |
| Mesirow Financial Investment Management, Inc. | 11,720 | $1.84M | 0.07% | +11,720 | New |
| Gifford Fong Associates | 11,800 | $1.85M | 0.39% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 11,892 | $1.87M | 0.54% | −19,236−61.8% | Reduced |
| Oak Thistle LLC | 11,929 | $1.88M | 0.54% | +11,929 | New |
| WT Wealth Management | 11,936 | $1.88M | 0.74% | +3,189+36.5% | Added |
| IHT Wealth Management, LLC | 12,010 | $1.89M | 0.08% | +815+7.3% | Added |
| Ieq Capital, LLC | 12,011 | $1.89M | 0.03% | −3,418−22.2% | Reduced |