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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 19,157 | $3.01M | 0.26% | −2,453−11.4% | Reduced |
| Fort Washington Investment Advisors Inc | 19,213 | $3.02M | 0.02% | −525−2.7% | Reduced |
| NBT Bank N A | 19,235 | $3.02M | 0.24% | +26+0.1% | Added |
| Great Lakes Advisors, LLC | 19,237 | $3.02M | 0.03% | −631−3.2% | Reduced |
| Icon Wealth Advisors, LLC | 19,299 | $3.03M | 0.32% | +19,299 | New |
| Courier Capital LLC | 19,354 | $3.04M | 0.23% | +142+0.7% | Added |
| Park National Corp | 19,420 | $3.05M | 0.12% | −1,820−8.6% | Reduced |
| Cardinal Capital Management | 19,427 | $3.05M | 0.58% | −41−0.2% | Reduced |
| Mitchell Sinkler & Starr | 19,585 | $3.08M | 0.56% | +7,250+58.8% | Added |
| Wolverine Trading, LLC | 19,628 | $3.09M | 0.02% | −20,943−51.6% | Reduced |
| Parkwood LLC | 19,691 | $3.10M | 0.50% | +19,691 | New |
| Fulton Bank, N.A. | 19,779 | $3.11M | 0.14% | −415−2.1% | Reduced |
| Strategic Advisors LLC | 19,803 | $3.11M | 0.59% | +1,104+5.9% | Added |
| Parallel Advisors, LLC | 19,807 | $3.11M | 0.09% | +817+4.3% | Added |
| Palisade Asset Management, LLC | 19,829 | $3.12M | 0.34% | −24−0.1% | Reduced |
| Qsemble Capital Management, LP | 19,838 | $3.12M | 0.78% | +19,838 | New |
| UBS Oconnor LLC | 19,900 | $3.13M | 0.10% | +19,900 | New |
| Illinois Municipal Retirement Fund | 19,980 | $3.14M | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,811 | $3.14M | 0.12% | +1,116+6.0% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.14M | 0.75% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 20,156 | $3.17M | 0.01% | +5,367+36.3% | Added |
| Roundview Capital LLC | 20,157 | $3.17M | 0.29% | −1,613−7.4% | Reduced |
| SWS Partners | 20,158 | $3.17M | 1.03% | +2,460+13.9% | Added |
| Allworth Financial LP | 20,191 | $3.17M | 0.02% | −953−4.5% | Reduced |
| TD Private Client Wealth LLC | 20,183 | $3.18M | 0.11% | −3,719−15.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,218 | $3.18M | 0.16% | −1,464−6.8% | Reduced |
| Perkins Coie Trust Co | 20,236 | $3.18M | 0.80% | +698+3.6% | Added |
| Prime Capital Investment Advisors, LLC | 20,389 | $3.21M | 0.05% | +629+3.2% | Added |
| Farmers Trust Co | 20,554 | $3.23M | 0.67% | +23+0.1% | Added |
| Physicians Financial Services, Inc. | 20,657 | $3.25M | 1.23% | −436−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 20,714 | $3.26M | 0.13% | +1,653+8.7% | Added |
| Old Point Trust & Financial Services N A | 20,899 | $3.29M | 1.33% | +705+3.5% | Added |
| New England Research & Management, Inc. | 20,959 | $3.29M | 1.75% | +45+0.2% | Added |
| Papp L Roy & Associates | 21,054 | $3.31M | 0.41% | −2,675−11.3% | Reduced |
| Atlantic Union Bankshares Corp | 21,225 | $3.34M | 0.31% | −3,929−15.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 21,235 | $3.34M | 0.81% | +3,320+18.5% | Added |
| Brooks, Moore & Associates, Inc. | 21,274 | $3.34M | 2.30% | +561+2.7% | Added |
| Avidian Wealth Solutions, LLC | 21,333 | $3.35M | 0.21% | +45+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 21,377 | $3.36M | 0.31% | +32+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 21,529 | $3.38M | 1.05% | −317−1.5% | Reduced |
| McDonald Partners LLC | 21,563 | $3.39M | 1.01% | +3,972+22.6% | Added |
| Sheets Smith Wealth Management | 21,588 | $3.39M | 0.48% | −300−1.4% | Reduced |
| Smith, Salley & Associates | 21,594 | $3.40M | 0.22% | −493−2.2% | Reduced |
| GSB Wealth Management, LLC | 21,649 | $3.40M | 1.05% | −1,438−6.2% | Reduced |
| North Star Asset Management Inc | 21,676 | $3.41M | 0.17% | −343−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 21,705 | $3.41M | 0.65% | −1,193−5.2% | Reduced |
| FDx Advisors, Inc. | 21,818 | $3.43M | 0.27% | −2,308−9.6% | Reduced |
| Deane Retirement Strategies, Inc. | 21,965 | $3.45M | 1.88% | +106+0.5% | Added |
| Brookmont Capital Management | 22,086 | $3.47M | 1.94% | +54+0.2% | Added |
| Good Life Advisors, LLC | 22,256 | $3.50M | 0.35% | −12,708−36.3% | Reduced |
| Principal Securities, Inc. | 22,306 | $3.51M | 0.13% | +22,306 | New |
| Pitcairn Co | 22,434 | $3.53M | 0.26% | −899−3.9% | Reduced |
| Pavion Blue Capital, LLC | 22,459 | $3.53M | 1.95% | +531+2.4% | Added |
| National Asset Management, Inc. | 22,460 | $3.53M | 0.10% | +118+0.5% | Added |
| Bridgeworth, LLC | 22,475 | $3.53M | 0.35% | −54−0.2% | Reduced |
| Sawyer & Company, Inc | 22,709 | $3.57M | 1.58% | −1,255−5.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,894 | $3.60M | 0.09% | +65+0.3% | Added |
| Tilson Financial Group, Inc. | 22,894 | $3.60M | 2.32% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 22,899 | $3.60M | 1.32% | −581−2.5% | Reduced |
| Sepio Capital, LP | 23,001 | $3.62M | 0.30% | −4,696−17.0% | Reduced |
| Semmax Financial Advisors Inc. | 24,977 | $3.62M | 1.32% | −2,349−8.6% | Reduced |
| Sovereign Financial Group, Inc. | 23,063 | $3.63M | 1.11% | −377−1.6% | Reduced |
| Westover Capital Advisors, LLC | 23,111 | $3.63M | 1.18% | −162−0.7% | Reduced |
| Bourne Lent Asset Management Inc | 23,148 | $3.64M | 1.48% | −1,580−6.4% | Reduced |
| Heritage Trust Co | 23,148 | $3.64M | 0.51% | +372+1.6% | Added |
| KMG Fiduciary Partners, LLC | 23,224 | $3.65M | 0.43% | −1,616−6.5% | Reduced |
| Azimuth Capital Investment Management LLC | 23,371 | $3.67M | 0.17% | −6,585−22.0% | Reduced |
| Hudson Capital Management LLC | 23,401 | $3.68M | 1.33% | +1,847+8.6% | Added |
| Argyle Capital Management Inc. | 23,428 | $3.68M | 1.53% | −4,050−14.7% | Reduced |
| Hengehold Capital Management LLC | 23,656 | $3.72M | 0.44% | +100.0% | Added |
| Vestcor Inc | 23,721 | $3.73M | 0.13% | −166−0.7% | Reduced |
| Signature Wealth Management Group | 23,801 | $3.74M | 1.73% | +23,801 | New |
| Ethic Inc. | 23,911 | $3.76M | 0.11% | −4,843−16.8% | Reduced |
| Banque Cantonale Vaudoise | 23,928 | $3.76M | 0.16% | −3,421−12.5% | Reduced |
| Ellsworth Advisors, LLC | 23,959 | $3.77M | 1.19% | +707+3.0% | Added |
| Viking Fund Management LLC | 24,000 | $3.77M | 0.73% | 00.0% | Unchanged |
| Nomura Holdings Inc | 24,012 | $3.78M | 0.03% | −83,112−77.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,062 | $3.78M | 0.97% | +10,438+76.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,161 | $3.80M | 0.17% | −3,061−11.2% | Reduced |
| Phoenix Holdings Ltd. | 21,548 | $3.82M | 0.06% | +2,423+12.7% | Added |
| Vaughan David Investments LLC | 24,294 | $3.82M | 0.10% | −189−0.8% | Reduced |
| Verdence Capital Advisors LLC | 24,297 | $3.82M | 0.37% | −652−2.6% | Reduced |
| Peloton Wealth Strategists | 24,311 | $3.82M | 1.66% | −2,919−10.7% | Reduced |
| Schulhoff & Co Inc | 24,310 | $3.82M | 1.82% | −18−0.1% | Reduced |
| Commonwealth Retirement Investments LLC | 24,326 | $3.82M | 2.03% | +1,041+4.5% | Added |
| Valeo Financial Advisors, LLC | 24,401 | $3.84M | 0.15% | −2,413−9.0% | Reduced |
| Laffer Tengler Investments | 24,402 | $3.84M | 1.02% | +503+2.1% | Added |
| Ci Investments Inc. | 24,402 | $3.84M | 0.02% | −46,181−65.4% | Reduced |
| Groupama Asset Managment | 24,438 | $3.84M | 0.10% | +24,438 | New |
| Motley Fool Asset Management LLC | 24,640 | $3.87M | 0.29% | +24,640 | New |
| Freestone Capital Holdings, LLC | 24,670 | $3.88M | 0.17% | −1,217−4.7% | Reduced |
| Vise Technologies, Inc. | 24,692 | $3.88M | 0.84% | −721−2.8% | Reduced |
| Highland Capital Management, LLC | 24,749 | $3.89M | 0.24% | +205+0.8% | Added |
| Cypress Wealth Services, LLC | 24,786 | $3.90M | 0.97% | −350−1.4% | Reduced |
| Independent Investors Inc | 24,911 | $3.92M | 0.90% | +100+0.4% | Added |
| Eisler Capital (UK) Ltd. | 24,924 | $3.92M | 0.36% | −119,794−82.8% | Reduced |
| Benin Management CORP | 24,925 | $3.92M | 1.34% | −1,190−4.6% | Reduced |
| Brady Family Wealth, LLC | 25,004 | $3.93M | 1.35% | +796+3.3% | Added |
| Bowen Hanes & Co Inc | 25,096 | $3.95M | 0.12% | +390+1.6% | Added |
| DFPG Investments, LLC | 25,270 | $3.98M | 0.31% | +69+0.3% | Added |