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
- 2,268
- +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
- 793 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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 15,024 | $2.36M | 0.22% | +1,028+7.3% | Added |
| Brasada Capital Management, LP | 15,116 | $2.38M | 0.47% | +15,116 | New |
| Charter Research & Investment Group, Inc. | 15,150 | $2.38M | 1.98% | −140−0.9% | Reduced |
| Ballentine Partners, LLC | 15,164 | $2.38M | 0.05% | +48+0.3% | Added |
| Cypress Asset Management Inc | 15,210 | $2.39M | 0.72% | −102−0.7% | Reduced |
| Cohen Investment Advisors LLC | 15,221 | $2.39M | 1.76% | +699+4.8% | Added |
| Redwood Investment Management, LLC | 15,247 | $2.40M | 0.22% | +3,183+26.4% | Added |
| Searle & Co. | 15,271 | $2.40M | 0.66% | +221+1.5% | Added |
| Shoker Investment Counsel, Inc. | 15,276 | $2.40M | 0.93% | −12−0.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 15,278 | $2.40M | 0.46% | −406−2.6% | Reduced |
| Apollon Wealth Management, LLC | 15,281 | $2.40M | 0.08% | +4,689+44.3% | Added |
| Tokio Marine Asset Management Co Ltd | 15,287 | $2.40M | 0.13% | +552+3.7% | Added |
| GYL Financial Synergies, LLC | 15,297 | $2.41M | 0.20% | +2,299+17.7% | Added |
| KLCM Advisors, Inc. | 15,329 | $2.41M | 0.37% | +15,329 | New |
| Stamos Capital Partners, L.P. | 15,400 | $2.42M | 0.66% | −3,360−17.9% | Reduced |
| Exeter Financial, LLC | 15,200 | $2.43M | 1.18% | +50+0.3% | Added |
| Alta Capital Management LLC | 15,478 | $2.43M | 0.16% | +143+0.9% | Added |
| Trust Co of Toledo NA | 15,480 | $2.43M | 0.42% | +397+2.6% | Added |
| Auxier Asset Management | 15,538 | $2.44M | 0.40% | −366−2.3% | Reduced |
| We Are One Seven, LLC | 15,566 | $2.45M | 0.14% | −397−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 15,595 | $2.45M | 0.19% | −2,646−14.5% | Reduced |
| United Community Bank | 15,676 | $2.46M | 1.04% | −332−2.1% | Reduced |
| Eudaimonia Partners, LLC | 15,689 | $2.47M | 0.65% | −2,628−14.3% | Reduced |
| Princeton Global Asset Management LLC | 15,841 | $2.49M | 0.63% | −4,620−22.6% | Reduced |
| Truvestments Capital LLC | 15,850 | $2.49M | 1.13% | +346+2.2% | Added |
| Pathway Financial Advisers, LLC | 15,851 | $2.49M | 0.95% | −456−2.8% | Reduced |
| Rehmann Capital Advisory Group | 15,900 | $2.50M | 0.21% | +1,172+8.0% | Added |
| Tiaa Trust, National Association | 15,939 | $2.51M | 0.01% | −1,187−6.9% | Reduced |
| Independence Bank of Kentucky | 16,057 | $2.52M | 0.89% | +1,553+10.7% | Added |
| Bessemer Group Inc | 16,088 | $2.53M | 0.00% | +1,661+11.5% | Added |
| Duality Advisers, LP | 16,172 | $2.54M | 0.27% | −1,634−9.2% | Reduced |
| Jacobi Capital Management LLC | 16,232 | $2.55M | 0.26% | +186+1.2% | Added |
| Boston Private Wealth LLC | 16,423 | $2.58M | 0.06% | −1,760−9.7% | Reduced |
| Public Sector Pension Investment Board | 16,481 | $2.59M | 0.02% | −60,994−78.7% | Reduced |
| GHP Investment Advisors, Inc. | 16,483 | $2.59M | 0.14% | −190−1.1% | Reduced |
| Zullo Investment Group, Inc. | 16,499 | $2.59M | 1.33% | +381+2.4% | Added |
| Savoie Capital LLC | 16,500 | $2.59M | 0.59% | −20,428−55.3% | Reduced |
| Horizon Investments, LLC | 16,502 | $2.59M | 0.07% | −3,803−18.7% | Reduced |
| Trilogy Capital Inc. | 16,619 | $2.61M | 0.16% | +1,032+6.6% | Added |
| Sculati Wealth Management, LLC | 16,624 | $2.61M | 1.22% | +186+1.1% | Added |
| Radnor Capital Management, LLC | 16,731 | $2.63M | 0.49% | −365−2.1% | Reduced |
| Cypress Capital Group | 16,758 | $2.63M | 0.34% | −128−0.8% | Reduced |
| Boyar Asset Management Inc. | 16,796 | $2.64M | 1.98% | −966−5.4% | Reduced |
| Quantinno Capital Management LP | 16,847 | $2.65M | 0.09% | +4,881+40.8% | Added |
| Miller Investment Management, LP | 16,859 | $2.65M | 0.38% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.66M | 1.24% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16,909 | $2.66M | 1.82% | −2,042−10.8% | Reduced |
| Sage Capital Advisors,llc | 16,926 | $2.66M | 0.86% | −118−0.7% | Reduced |
| Mango Five Family, Inc. | 16,928 | $2.66M | 1.00% | +16,928 | New |
| Equitable Holdings, Inc. | 16,952 | $2.67M | 0.03% | +1,644+10.7% | Added |
| Cipher Capital LP | 16,987 | $2.67M | 0.87% | +9,107+115.6% | Added |
| Greenline Partners, LLC | 16,989 | $2.67M | 0.45% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 17,013 | $2.67M | 0.30% | −108−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 17,116 | $2.69M | 0.11% | +275+1.6% | Added |
| Beverly Hills Private Wealth, LLC | 17,150 | $2.70M | 0.70% | −1,014−5.6% | Reduced |
| Portfolio Design Labs, LLC | 17,171 | $2.70M | 1.02% | +17,171 | New |
| Adams Asset Advisors, LLC | 17,185 | $2.70M | 0.36% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 17,204 | $2.70M | 2.75% | −943−5.2% | Reduced |
| Rodgers Brothers Inc. | 17,214 | $2.71M | 0.43% | +13,829+408.5% | Added |
| Stanley-Laman Group, Ltd. | 17,217 | $2.71M | 0.41% | +37+0.2% | Added |
| Wedbush Securities Inc | 17,237 | $2.71M | 0.12% | +372+2.2% | Added |
| Plimoth Trust Co LLC | 17,288 | $2.72M | 0.78% | −847−4.7% | Reduced |
| EP Wealth Advisors, LLC | 17,299 | $2.72M | 0.03% | −1,230−6.6% | Reduced |
| Shorepoint Capital Partners LLC | 17,305 | $2.72M | 0.73% | +617+3.7% | Added |
| Argonautica Private Wealth Management, Inc | 17,343 | $2.73M | 1.12% | −884−4.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,406 | $2.74M | 0.92% | −51−0.3% | Reduced |
| South Dakota Investment Council | 17,472 | $2.75M | 0.06% | +3,100+21.6% | Added |
| Harbor Capital Advisors, Inc. | 17,530 | $2.76M | 0.54% | +64+0.4% | Added |
| Fortis Advisors, LLC | 17,544 | $2.76M | 1.97% | +9+0.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 17,646 | $2.77M | 0.06% | +8,743+98.2% | Added |
| Wolverine Asset Management LLC | 17,658 | $2.78M | 0.04% | +1,617+10.1% | Added |
| Silvercrest Asset Management Group LLC | 17,744 | $2.79M | 0.02% | +3,160+21.7% | Added |
| Legacy Advisors, LLC | 17,749 | $2.79M | 0.36% | −5,969−25.2% | Reduced |
| ProVise Management Group, LLC | 17,886 | $2.81M | 0.24% | +4,339+32.0% | Added |
| GTS Securities LLC | 17,945 | $2.82M | 0.06% | −89,185−83.2% | Reduced |
| JLB & Associates Inc | 17,978 | $2.83M | 0.41% | +1,324+8.0% | Added |
| Marion Wealth Management | 17,993 | $2.83M | 0.90% | 00.0% | Unchanged |
| Wright Investors Service Inc | 18,196 | $2.86M | 0.81% | −2,424−11.8% | Reduced |
| Shell Asset Management Co | 18,216 | $2.86M | 0.13% | −4,006−18.0% | Reduced |
| Pure Financial Advisors, Inc. | 18,413 | $2.90M | 0.10% | +188+1.0% | Added |
| Aspire Private Capital, LLC | 18,425 | $2.90M | 0.86% | +30.0% | Added |
| Cary Street Partners Asset Management LLC | 18,461 | $2.90M | 0.50% | +282+1.6% | Added |
| Maltin Wealth Management, Inc. | 18,466 | $2.90M | 1.85% | +5,719+44.9% | Added |
| Avitas Wealth Management LLC | 18,494 | $2.91M | 0.49% | −1,530−7.6% | Reduced |
| Boomfish Wealth Group, LLC | 18,516 | $2.91M | 2.10% | +18,516 | New |
| United Asset Strategies, Inc. | 18,589 | $2.92M | 0.33% | +622+3.5% | Added |
| Carnegie Capital Asset Management, LLC | 18,651 | $2.93M | 0.10% | −1,572−7.8% | Reduced |
| Northcape Wealth Management, LLC | 18,655 | $2.93M | 1.06% | −78−0.4% | Reduced |
| Monarch Capital Management Inc | 18,662 | $2.93M | 0.89% | +1,642+9.6% | Added |
| Brighton Jones LLC | 18,685 | $2.94M | 0.12% | +2,073+12.5% | Added |
| Paradigm Asset Management Co LLC | 18,724 | $2.94M | 0.78% | −500−2.6% | Reduced |
| Rockline Wealth Management, LLC | 18,752 | $2.95M | 1.22% | +18,752 | New |
| FJ Investments, LLC | 18,800 | $2.96M | 0.14% | +18,800 | New |
| StoneX Group Inc. | 18,828 | $2.96M | 0.29% | +2,325+14.1% | Added |
| Arkadios Wealth Advisors | 18,846 | $2.96M | 0.25% | −7,297−27.9% | Reduced |
| Anderson Hoagland & Co | 19,183 | $2.98M | 0.37% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,003 | $2.99M | 1.53% | +746+4.1% | Added |
| Park Avenue Securities LLC | 19,090 | $3.00M | 0.04% | +5,833+44.0% | Added |
| Millennium Capital Advisors, LLC | 19,107 | $3.00M | 2.30% | −807−4.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,136 | $3.01M | 0.25% | +2,700+16.4% | Added |