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 |
|---|---|---|---|---|---|
| Summitry LLC | 25,391 | $3.99M | 0.23% | +1,235+5.1% | Added |
| Empirical Finance, LLC | 25,409 | $4.00M | 0.28% | +190+0.8% | Added |
| Northwest Investment Counselors, LLC | 25,694 | $4.04M | 1.08% | −445−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 25,767 | $4.05M | 0.28% | −601−2.3% | Reduced |
| Meritage Portfolio Management | 25,869 | $4.07M | 0.27% | +7,601+41.6% | Added |
| Butensky & Cohen Financial Security, Inc | 25,945 | $4.08M | 1.36% | +869+3.5% | Added |
| Norinchukin Bank, The | 26,045 | $4.10M | 0.10% | −3,518−11.9% | Reduced |
| McDaniel Terry & Co | 26,295 | $4.13M | 0.40% | +30.0% | Added |
| Cornerstone Investment Partners, LLC | 26,370 | $4.15M | 0.23% | +12,121+85.1% | Added |
| Metis Global Partners, LLC | 26,426 | $4.15M | 0.17% | −3,391−11.4% | Reduced |
| William Allan, LLC | 26,443 | $4.16M | 2.98% | −179−0.7% | Reduced |
| Schwartz Investment Counsel Inc | 26,482 | $4.16M | 0.16% | 00.0% | Unchanged |
| Opus Investment Management Inc | 26,600 | $4.18M | 2.40% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 26,605 | $4.18M | 0.22% | −18,422−40.9% | Reduced |
| Mango Investments LLC | 26,612 | $4.18M | 2.63% | +26,612 | New |
| Hallmark Capital Management Inc | 26,656 | $4.19M | 0.33% | +1,166+4.6% | Added |
| Lakeview Capital Partners, LLC | 26,699 | $4.20M | 0.74% | +120.0% | Added |
| Canal Capital Management, LLC | 26,949 | $4.24M | 0.78% | −2,896−9.7% | Reduced |
| Greystone Financial Group, LLC | 26,988 | $4.24M | 0.98% | +3,154+13.2% | Added |
| Kingfisher Capital LLC | 27,139 | $4.27M | 1.11% | +23,298+606.6% | Added |
| Federation des caisses Desjardins du Quebec | 27,141 | $4.27M | 0.04% | +272+1.0% | Added |
| Baxter Bros Inc | 27,254 | $4.29M | 0.59% | −1,596−5.5% | Reduced |
| Paloma Partners Management Co | 27,261 | $4.29M | 0.71% | +27,261 | New |
| Principal Street Partners, LLC | 27,336 | $4.30M | 1.04% | −1,604−5.5% | Reduced |
| Focus Financial Network Inc | 27,339 | $4.30M | 0.16% | +27,339 | New |
| Alberta Investment Management Corp | 27,375 | $4.30M | 0.04% | +4,575+20.1% | Added |
| Sompo Asset Management Co., Ltd. | 27,450 | $4.32M | 0.78% | +7,240+35.8% | Added |
| Stratos Wealth Advisors, LLC | 27,557 | $4.33M | 0.25% | +2,535+10.1% | Added |
| Keating Investment Counselors Inc | 27,627 | $4.34M | 1.55% | −305−1.1% | Reduced |
| LongView Wealth Management | 27,163 | $4.34M | 1.94% | +27,163 | New |
| Capital Investment Counsel, Inc | 28,089 | $4.42M | 0.77% | +785+2.9% | Added |
| Stokes Capital Advisors, LLC | 28,194 | $4.43M | 1.40% | −107−0.4% | Reduced |
| Culbertson A N & Co Inc | 28,246 | $4.44M | 0.83% | −40−0.1% | Reduced |
| Bleakley Financial Group, LLC | 28,445 | $4.47M | 0.14% | +5,832+25.8% | Added |
| E. Ohman J:or Asset Management AB | 28,511 | $4.48M | 0.16% | −4,800−14.4% | Reduced |
| Farmers National Bank | 28,677 | $4.51M | 1.45% | +113+0.4% | Added |
| Eagle Rock Investment Company, LLC | 28,714 | $4.51M | 0.92% | +1,405+5.1% | Added |
| Dorsey & Whitney Trust CO LLC | 28,806 | $4.53M | 0.35% | −3,647−11.2% | Reduced |
| Soltis Investment Advisors LLC | 28,826 | $4.53M | 0.51% | −3,510−10.9% | Reduced |
| Coldstream Capital Management Inc | 28,841 | $4.53M | 0.13% | +2,451+9.3% | Added |
| Everence Capital Management Inc | 28,870 | $4.54M | 0.32% | +755+2.7% | Added |
| NewEdge Wealth, LLC | 29,033 | $4.56M | 0.12% | −45,660−61.1% | Reduced |
| Beacon Financial Group | 29,068 | $4.57M | 0.56% | −556−1.9% | Reduced |
| Stolper Co | 29,157 | $4.58M | 1.85% | +269+0.9% | Added |
| Horrell Capital Management, Inc. | 29,224 | $4.59M | 1.38% | +94+0.3% | Added |
| Quintet Private Bank (Europe) S.A. | 29,382 | $4.62M | 0.29% | −1,107−3.6% | Reduced |
| Metropolitan Life Insurance Co | 29,440 | $4.63M | 0.22% | −485−1.6% | Reduced |
| Motco | 29,548 | $4.65M | 0.30% | −2,712−8.4% | Reduced |
| Red Door Wealth Management, LLC | 29,630 | $4.66M | 1.01% | −70−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 29,779 | $4.68M | 1.94% | −3,500−10.5% | Reduced |
| NewSquare Capital LLC | 30,336 | $4.70M | 0.45% | +885+3.0% | Added |
| Ostrum Asset Management | 29,877 | $4.70M | 0.41% | −215−0.7% | Reduced |
| Credit Agricole S A | 29,967 | $4.71M | 0.10% | +22,249+288.3% | Added |
| Cohen Klingenstein LLC | 29,982 | $4.71M | 0.19% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 29,569 | $4.73M | 0.48% | +1,871+6.8% | Added |
| Vision Capital Management, Inc. | 30,101 | $4.73M | 0.74% | +93+0.3% | Added |
| Mather Group, LLC. | 30,202 | $4.75M | 0.07% | −27−0.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,245 | $4.76M | 0.06% | −3,128−9.4% | Reduced |
| Associated Banc-Corp | 30,477 | $4.79M | 0.17% | +1,233+4.2% | Added |
| Savant Capital, LLC | 30,483 | $4.79M | 0.06% | +916+3.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 30,581 | $4.81M | 0.10% | −603−1.9% | Reduced |
| Columbia Asset Management | 30,690 | $4.83M | 0.99% | −3,058−9.1% | Reduced |
| HighPoint Advisor Group LLC | 30,912 | $4.84M | 0.35% | +30,912 | New |
| Perigon Wealth Management, LLC | 30,829 | $4.85M | 0.16% | −2,906−8.6% | Reduced |
| Bridge Creek Capital Management LLC | 31,006 | $4.88M | 1.69% | +281+0.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,181 | $4.90M | 1.31% | +32+0.1% | Added |
| Atwater Malick LLC | 31,332 | $4.93M | 1.93% | +1,526+5.1% | Added |
| Bogart Wealth, LLC | 31,806 | $5.00M | 0.28% | −183−0.6% | Reduced |
| Martin Capital Partners, LLC | 31,945 | $5.02M | 2.05% | −923−2.8% | Reduced |
| Ally Financial Inc. | 32,000 | $5.03M | 0.66% | +18,000+128.6% | Added |
| Rench Wealth Management, Inc. | 32,012 | $5.03M | 2.12% | −156−0.5% | Reduced |
| Bokf, NA | 32,158 | $5.06M | 0.10% | −2,557−7.4% | Reduced |
| Ascent Wealth Partners, LLC | 32,258 | $5.07M | 0.83% | +479+1.5% | Added |
| Bragg Financial Advisors, Inc | 32,263 | $5.07M | 0.24% | +2,242+7.5% | Added |
| Farmers & Merchants Investments Inc | 32,337 | $5.08M | 0.19% | −517−1.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,441 | $5.10M | 2.37% | −206−0.6% | Reduced |
| Community Bank, N.A. | 32,822 | $5.16M | 0.67% | +2,365+7.8% | Added |
| Cetera Advisors LLC | 32,960 | $5.18M | 0.07% | +770+2.4% | Added |
| tru Independence LLC | 32,968 | $5.18M | 1.57% | +193+0.6% | Added |
| Temasek Holdings (Private) Ltd | 33,001 | $5.19M | 0.03% | +16,158+95.9% | Added |
| Cornerstone Advisors, LLC | 33,200 | $5.22M | 0.23% | −3,700−10.0% | Reduced |
| Woodstock Corp | 33,357 | $5.24M | 0.61% | +1,296+4.0% | Added |
| GLOBALT Investments LLC | 33,510 | $5.27M | 0.22% | +33,510 | New |
| Sawtooth Solutions, LLC | 33,533 | $5.27M | 0.14% | +5,806+20.9% | Added |
| Winton Group Ltd | 33,865 | $5.32M | 0.39% | +33,865 | New |
| CWA Asset Management Group, LLC | 33,967 | $5.34M | 0.37% | −70.0% | Reduced |
| Fusion Capital, LLC | 34,006 | $5.35M | 2.74% | +1,802+5.6% | Added |
| North Star Investment Management Corp. | 34,116 | $5.36M | 0.41% | −448−1.3% | Reduced |
| Kesler, Norman & Wride, LLC | 34,596 | $5.44M | 1.25% | −1,958−5.4% | Reduced |
| Amica Mutual Insurance Co | 34,723 | $5.46M | 0.59% | −20,566−37.2% | Reduced |
| PDS Planning, Inc | 34,817 | $5.47M | 0.62% | +111+0.3% | Added |
| Snowden Capital Advisors LLC | 34,828 | $5.48M | 0.21% | −2,725−7.3% | Reduced |
| Albar Capital Ltd | 34,895 | $5.49M | 1.18% | +34,895 | New |
| Bard Financial Services, Inc. | 35,325 | $5.55M | 0.62% | −125−0.4% | Reduced |
| Northwest Bancshares, Inc. | 35,452 | $5.57M | 1.02% | +1,883+5.6% | Added |
| Boston Research & Management Inc | 35,475 | $5.58M | 1.48% | +1,782+5.3% | Added |
| Erste Asset Management GmbH | 35,572 | $5.59M | 0.08% | +15,769+79.6% | Added |
| Capstone Investment Advisors, LLC | 35,578 | $5.59M | 0.10% | −20,133−36.1% | Reduced |
| Johnson Investment Counsel Inc | 36,011 | $5.66M | 0.07% | −342−0.9% | Reduced |
| Intech Investment Management LLC | 36,031 | $5.67M | 0.08% | −13,505−27.3% | Reduced |