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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 12,044 | $1.89M | 0.10% | 00.0% | Unchanged |
| L.M. Kohn & Company | 12,132 | $1.91M | 0.61% | +428+3.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,187 | $1.91M | 0.80% | −156−1.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 12,135 | $1.91M | 0.49% | +2,558+26.7% | Added |
| Hilltop Holdings Inc. | 12,140 | $1.91M | 0.22% | −205−1.7% | Reduced |
| Royal Fund Management, LLC | 12,144 | $1.91M | 0.24% | +2,154+21.6% | Added |
| Avantax Planning Partners, Inc. | 12,147 | $1.91M | 0.07% | +765+6.7% | Added |
| Optimum Investment Advisors | 12,171 | $1.91M | 0.96% | −150−1.2% | Reduced |
| First Hawaiian Bank | 12,211 | $1.92M | 0.06% | +85+0.7% | Added |
| Stone Point Wealth LLC | 12,239 | $1.92M | 0.74% | −1,240−9.2% | Reduced |
| Edgestream Partners, L.P. | 12,264 | $1.93M | 0.14% | +12,264 | New |
| Banque Pictet & Cie SA | 12,268 | $1.93M | 0.02% | −5,081−29.3% | Reduced |
| Mengis Capital Management, Inc. | 12,296 | $1.93M | 0.36% | +470+4.0% | Added |
| Auto-Owners Insurance Co | 12,300 | $1.93M | 0.06% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 12,330 | $1.94M | 0.93% | −272−2.2% | Reduced |
| Sandy Spring Bank | 12,355 | $1.94M | 0.10% | −84−0.7% | Reduced |
| Slow Capital, Inc. | 12,357 | $1.94M | 0.34% | +134+1.1% | Added |
| Integrated Advisors Network LLC | 12,358 | $1.94M | 0.11% | +1,445+13.2% | Added |
| Wahed Invest LLC | 12,368 | $1.94M | 0.55% | +1,011+8.9% | Added |
| Connectus Wealth, LLC | 12,368 | $1.95M | 0.04% | −1,620−11.6% | Reduced |
| Mutual Advisors, LLC | 12,455 | $1.96M | 0.07% | +1,141+10.1% | Added |
| NorthRock Partners, LLC | 12,533 | $1.97M | 0.08% | +1,766+16.4% | Added |
| Central Trust Co | 12,534 | $1.97M | 0.05% | −68−0.5% | Reduced |
| Sage Mountain Advisors LLC | 12,556 | $1.97M | 0.23% | −130−1.0% | Reduced |
| Coppell Advisory Solutions LLC | 12,563 | $1.98M | 0.40% | +5,952+90.0% | Added |
| Clear Rock Advisors, LLC | 13,535 | $1.98M | 0.90% | +13,535 | New |
| PFC Capital Group, Inc. | 12,670 | $1.99M | 1.18% | +12,670 | New |
| Palouse Capital Management, Inc. | 12,703 | $2.00M | 1.41% | −1,414−10.0% | Reduced |
| CAPROCK Group, Inc. | 12,723 | $2.00M | 0.13% | +4,190+49.1% | Added |
| Petredis Investment Advisors LLC | 12,775 | $2.01M | 0.26% | +12,775 | New |
| Sanibel Captiva Trust Company, Inc. | 12,802 | $2.01M | 0.07% | +12,802 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,850 | $2.02M | 0.04% | −117,536−90.1% | Reduced |
| Institute for Wealth Management, LLC. | 12,875 | $2.02M | 0.33% | −10.0% | Reduced |
| Cypress Capital, LLC | 13,001 | $2.04M | 0.58% | +314+2.5% | Added |
| Caliber Wealth Management, LLC | 13,052 | $2.05M | 1.21% | +691+5.6% | Added |
| Azzad Asset Management Inc | 13,060 | $2.05M | 0.26% | +217+1.7% | Added |
| Virginia Wealth Management Group, Inc. | 13,120 | $2.06M | 1.80% | −7,565−36.6% | Reduced |
| Financial Partners Group, LLC | 13,181 | $2.07M | 0.94% | +878+7.1% | Added |
| Montag A & Associates Inc | 13,240 | $2.08M | 0.12% | −4,514−25.4% | Reduced |
| Marks Group Wealth Management, Inc | 13,258 | $2.08M | 0.24% | −1,667−11.2% | Reduced |
| Am Investment Strategies LLC | 13,293 | $2.09M | 0.59% | +1,898+16.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,323 | $2.09M | 0.01% | +1,369+11.5% | Added |
| Rockland Trust Co | 13,358 | $2.10M | 0.11% | +230+1.8% | Added |
| Te Ahumairangi Investment Management Ltd | 13,396 | $2.11M | 0.40% | −1,870−12.2% | Reduced |
| Aull & Monroe Investment Management Corp | 13,406 | $2.11M | 1.04% | −105−0.8% | Reduced |
| Americana Partners, LLC | 14,043 | $2.11M | 0.20% | +5,007+55.4% | Added |
| Bristlecone Advisors, LLC | 13,462 | $2.12M | 0.21% | −113−0.8% | Reduced |
| Skylands Capital, LLC | 13,465 | $2.12M | 0.31% | +35+0.3% | Added |
| South State Corp. | 13,498 | $2.12M | 0.18% | −240−1.7% | Reduced |
| Mission Wealth Management, LP | 13,500 | $2.12M | 0.07% | −1,141−7.8% | Reduced |
| Moors & Cabot, Inc. | 13,532 | $2.13M | 0.13% | +987+7.9% | Added |
| Ascent Group, LLC | 14,433 | $2.13M | 0.20% | +1,182+8.9% | Added |
| Nicholas Hoffman & Company, LLC. | 13,571 | $2.13M | 0.13% | +674+5.2% | Added |
| Whittier Trust Co of Nevada Inc | 13,581 | $2.14M | 0.07% | +1,459+12.0% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.14M | 0.56% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 13,665 | $2.15M | 0.10% | −543−3.8% | Reduced |
| Wetherby Asset Management Inc | 13,672 | $2.15M | 0.11% | +2,355+20.8% | Added |
| MWA Asset Management | 13,682 | $2.15M | 1.78% | +46+0.3% | Added |
| Bradley Foster & Sargent Inc | 13,684 | $2.15M | 0.04% | −697−4.8% | Reduced |
| Wesbanco Bank Inc | 13,760 | $2.16M | 0.12% | −49,975−78.4% | Reduced |
| Vident Advisory, LLC | 13,774 | $2.17M | 0.05% | −2,584−15.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,793 | $2.17M | 0.05% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 13,807 | $2.17M | 0.48% | +14+0.1% | Added |
| Corbyn Investment Management Inc | 13,841 | $2.18M | 1.02% | −116−0.8% | Reduced |
| Verition Fund Management LLC | 13,891 | $2.18M | 0.02% | −17,035−55.1% | Reduced |
| Gries Financial LLC | 13,918 | $2.19M | 0.48% | +225+1.6% | Added |
| Sumitomo Life Insurance Co | 13,943 | $2.19M | 0.07% | −723−4.9% | Reduced |
| CoreCap Advisors, LLC | 14,000 | $2.20M | 0.14% | +11,370+432.3% | Added |
| Addison Capital Co | 14,014 | $2.20M | 1.37% | +1,618+13.1% | Added |
| Balyasny Asset Management LLC | 14,019 | $2.20M | 0.01% | +4,427+46.2% | Added |
| Rossmore Private Capital | 14,058 | $2.21M | 0.31% | +1,330+10.4% | Added |
| Stoneridge Investment Partners LLC | 14,074 | $2.21M | 0.93% | +3,386+31.7% | Added |
| City Holding Co | 14,083 | $2.21M | 0.36% | −7,344−34.3% | Reduced |
| Forte Capital LLC | 14,094 | $2.22M | 0.30% | −350−2.4% | Reduced |
| Arvest Investments, Inc. | 14,142 | $2.22M | 0.36% | +14,142 | New |
| King Luther Capital Management Corp | 14,177 | $2.23M | 0.01% | −2,833−16.7% | Reduced |
| Veriti Management LLC | 14,228 | $2.24M | 0.20% | +1,780+14.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,278 | $2.24M | 0.13% | −5,542−28.0% | Reduced |
| PYA Waltman Capital, LLC | 14,288 | $2.25M | 0.94% | +989+7.4% | Added |
| Clearstead Advisors, LLC | 14,303 | $2.25M | 0.12% | −1,591−10.0% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $2.25M | 1.66% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 14,419 | $2.27M | 1.29% | −414−2.8% | Reduced |
| Slagle Financial, LLC | 28,828 | $2.27M | 1.30% | +14,637+103.1% | Added |
| Mill Capital Management, LLC | 14,500 | $2.28M | 0.20% | 00.0% | Unchanged |
| Towercrest Capital Management | 14,589 | $2.29M | 0.41% | −13−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 14,590 | $2.29M | 0.05% | +11+0.1% | Added |
| Sunbelt Securities, Inc. | 14,601 | $2.30M | 0.29% | −588−3.9% | Reduced |
| Portside Wealth Group, LLC | 14,636 | $2.30M | 0.43% | −580−3.8% | Reduced |
| Tradition Wealth Management, LLC | 14,711 | $2.31M | 0.24% | −346−2.3% | Reduced |
| Advisors Capital Management, LLC | 14,744 | $2.32M | 0.05% | −341−2.3% | Reduced |
| Chatham Capital Group, Inc. | 14,743 | $2.32M | 0.47% | −460−3.0% | Reduced |
| Camden Capital, LLC | 14,762 | $2.32M | 0.24% | +1,034+7.5% | Added |
| Investmark Advisory Group LLC | 14,813 | $2.33M | 1.37% | −15−0.1% | Reduced |
| Arvest Trust Co N A | 14,839 | $2.33M | 0.14% | −2,722−15.5% | Reduced |
| SkyOak Wealth, LLC | 14,873 | $2.34M | 0.61% | +438+3.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 14,884 | $2.34M | 0.27% | −2,525−14.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 14,890 | $2.34M | 0.02% | −2,600−14.9% | Reduced |
| Lincoln National Corp | 14,936 | $2.35M | 0.04% | −253−1.7% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.35M | 0.98% | 00.0% | Unchanged |
| BFSG, LLC | 14,963 | $2.35M | 0.34% | −478−3.1% | Reduced |