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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 36,341 | $5.71M | 0.07% | −266,408−88.0% | Reduced |
| Granite Bay Wealth Management, LLC | 37,800 | $5.71M | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 36,409 | $5.72M | 0.09% | −376−1.0% | Reduced |
| Advisory Services Network, LLC | 36,699 | $5.77M | 0.14% | +3,647+11.0% | Added |
| Man Group plc | 36,875 | $5.80M | 0.02% | – | – |
| CMG Global Holdings, LLC | 39,658 | $5.83M | 4.23% | −60.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 37,107 | $5.83M | 0.28% | +829+2.3% | Added |
| BancorpSouth Bank | 37,250 | $5.86M | 0.48% | −242−0.6% | Reduced |
| Inlet Private Wealth, LLC | 37,280 | $5.86M | 1.80% | −750−2.0% | Reduced |
| Iams Wealth Management, LLC | 37,291 | $5.86M | 3.79% | −47−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 37,292 | $5.86M | 0.48% | +5,386+16.9% | Added |
| Avantax Advisory Services, Inc. | 37,497 | $5.90M | 0.06% | +4,334+13.1% | Added |
| Zions Bancorporation, N.A. | 37,564 | $5.91M | 0.41% | −4,866−11.5% | Reduced |
| Atria Wealth Solutions, Inc. | 37,573 | $5.91M | 0.07% | +712+1.9% | Added |
| EagleClaw Capital Managment, LLC | 37,595 | $5.91M | 1.23% | +615+1.7% | Added |
| New Mexico Educational Retirement Board | 37,662 | $5.92M | 0.23% | 00.0% | Unchanged |
| Capital Advisors Inc | 37,725 | $5.93M | 0.13% | +37,725 | New |
| Bank of New Hampshire | 37,836 | $5.95M | 1.69% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37,896 | $5.96M | 0.20% | −1,305−3.3% | Reduced |
| Dean Investment Associates, LLC | 37,902 | $5.96M | 0.85% | −4,542−10.7% | Reduced |
| Eastover Investment Advisors LLC | 37,922 | $5.96M | 3.15% | +1,298+3.5% | Added |
| Rowland & Co Investment Counsel | 38,006 | $5.98M | 1.37% | +426+1.1% | Added |
| Great Valley Advisor Group, Inc. | 38,344 | $6.03M | 0.21% | −635−1.6% | Reduced |
| Albion Financial Group | 38,449 | $6.05M | 0.50% | −1,140−2.9% | Reduced |
| Garland Capital Management Inc | 38,452 | $6.05M | 4.25% | −1,764−4.4% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 38,515 | $6.06M | 4.07% | −1,070−2.7% | Reduced |
| Caldwell Trust Co | 38,561 | $6.06M | 0.77% | −873−2.2% | Reduced |
| MainStreet Investment Advisors LLC | 38,825 | $6.10M | 0.69% | −2,053−5.0% | Reduced |
| Miracle Mile Advisors, LLC | 38,927 | $6.12M | 0.17% | +38,927 | New |
| HBK Sorce Advisory LLC | 39,443 | $6.20M | 0.24% | −1,458−3.6% | Reduced |
| Ironwood Investment Counsel, LLC | 39,572 | $6.22M | 1.16% | −674−1.7% | Reduced |
| Headinvest, LLC | 39,582 | $6.22M | 1.29% | −1,423−3.5% | Reduced |
| Riverview Capital Advisers, LLC | 39,655 | $6.23M | 2.39% | −120−0.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 39,681 | $6.24M | 0.48% | −10,152−20.4% | Reduced |
| Birch Capital Management, LLC | 39,762 | $6.25M | 3.59% | +4,023+11.3% | Added |
| Sand Hill Global Advisors, LLC | 39,794 | $6.26M | 0.30% | −486−1.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 39,914 | $6.28M | 0.93% | −149−0.4% | Reduced |
| Banco Santander, S.A. | 40,059 | $6.30M | 0.07% | +31,638+375.7% | Added |
| Hennessy Advisors Inc | 40,200 | $6.32M | 0.32% | −1,500−3.6% | Reduced |
| HB Wealth Management, LLC | 40,228 | $6.33M | 0.09% | −971−2.4% | Reduced |
| Jensen Investment Management Inc | 40,310 | $6.34M | 0.05% | −4,575−10.2% | Reduced |
| Sky Investment Group LLC | 40,350 | $6.34M | 1.34% | +64+0.2% | Added |
| Motley Fool Wealth Management, LLC | 40,514 | $6.39M | 0.33% | −3,487−7.9% | Reduced |
| Gotham Asset Management, LLC | 40,674 | $6.40M | 0.12% | +30,485+299.2% | Added |
| CX Institutional | 40,945 | $6.44M | 0.34% | +3,132+8.3% | Added |
| Borer Denton & Associates, Inc. | 41,505 | $6.53M | 2.50% | −290−0.7% | Reduced |
| Griffin Asset Management, Inc. | 41,564 | $6.54M | 0.83% | +1,170+2.9% | Added |
| HTLF Bank | 41,618 | $6.54M | 0.77% | +41,618 | New |
| Waterfront Wealth Inc. | 41,745 | $6.56M | 1.93% | −60.0% | Reduced |
| United Capital Financial Advisers, LLC | 41,784 | $6.57M | 0.05% | −40,754−49.4% | Reduced |
| Empowered Funds, LLC | 41,869 | $6.58M | 0.17% | +4,257+11.3% | Added |
| SYSTM Wealth Solutions LLC | 41,974 | $6.60M | 0.91% | +2,463+6.2% | Added |
| JustInvest LLC | 42,597 | $6.70M | 0.17% | +861+2.1% | Added |
| Naples Global Advisors, LLC | 42,798 | $6.73M | 0.74% | +4,479+11.7% | Added |
| Concurrent Investment Advisors, LLC | 43,241 | $6.80M | 0.32% | +43,241 | New |
| Stonegate Investment Group, LLC | 43,278 | $6.80M | 0.23% | −6,896−13.7% | Reduced |
| Stock Yards Bank & Trust Co | 43,352 | $6.82M | 0.24% | −81,863−65.4% | Reduced |
| Builder Investment Group Inc | 43,505 | $6.84M | 2.46% | −185−0.4% | Reduced |
| Summit Global Investments | 43,526 | $6.84M | 0.45% | +26,228+151.6% | Added |
| Capital Management Corp | 43,642 | $6.86M | 1.35% | −14,051−24.4% | Reduced |
| Louisiana State Employees Retirement System | 43,700 | $6.87M | 0.14% | −1,100−2.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 43,719 | $6.87M | 0.15% | +10,731+32.5% | Added |
| Crossmark Global Holdings, Inc. | 43,818 | $6.89M | 0.14% | +815+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 43,867 | $6.90M | 0.09% | +3,070+7.5% | Added |
| Ashton Thomas Private Wealth, LLC | 43,877 | $6.90M | 0.43% | +770+1.8% | Added |
| Keystone Financial Planning, Inc. | 44,233 | $6.95M | 2.30% | +676+1.6% | Added |
| Loomis Sayles & Co L P | 44,330 | $6.97M | 0.01% | +14,181+47.0% | Added |
| Ossiam | 44,619 | $7.02M | 0.11% | +31,459+239.1% | Added |
| FIL Ltd | 44,846 | $7.05M | 0.01% | +2,207+5.2% | Added |
| Stratos Wealth Partners, LTD. | 45,016 | $7.08M | 0.13% | +1,065+2.4% | Added |
| Citizens Financial Group Inc | 45,156 | $7.10M | 0.24% | −1,859−4.0% | Reduced |
| Investment House LLC | 45,200 | $7.11M | 0.50% | −24,357−35.0% | Reduced |
| Northeast Investment Management | 45,269 | $7.12M | 0.38% | −832−1.8% | Reduced |
| Haverford Financial Services, Inc. | 45,269 | $7.12M | 2.13% | +3,763+9.1% | Added |
| Gratus Capital LLC | 45,292 | $7.12M | 0.40% | +36,665+425.0% | Added |
| Wealthcare Advisory Partners LLC | 45,380 | $7.14M | 0.28% | −135−0.3% | Reduced |
| Securian Asset Management, Inc | 45,742 | $7.19M | 0.20% | −6,161−11.9% | Reduced |
| Wambolt & Associates, LLC | 45,866 | $7.21M | 2.36% | +10,811+30.8% | Added |
| Country Club Bank | 46,355 | $7.29M | 0.55% | −1,505−3.1% | Reduced |
| Tufton Capital Management | 46,474 | $7.31M | 1.53% | −1,607−3.3% | Reduced |
| Acadian Asset Management LLC | 47,022 | $7.39M | 0.03% | +5,896+14.3% | Added |
| First National Trust Co | 46,998 | $7.39M | 0.32% | −3,441−6.8% | Reduced |
| Venture Visionary Partners LLC | 47,047 | $7.40M | 0.39% | +10,571+29.0% | Added |
| XML Financial, LLC | 47,383 | $7.45M | 0.79% | +582+1.2% | Added |
| Exchange Traded Concepts, LLC | 47,411 | $7.45M | 0.20% | +5,279+12.5% | Added |
| Edgar Lomax Co | 47,443 | $7.46M | 0.49% | −1,995−4.0% | Reduced |
| Live Oak Private Wealth LLC | 47,817 | $7.52M | 1.41% | +315+0.7% | Added |
| D. E. Shaw & Co., Inc. | 47,980 | $7.54M | 0.01% | −427,038−89.9% | Reduced |
| Olstein Capital Management, L.P. | 48,000 | $7.55M | 1.27% | 00.0% | Unchanged |
| CSM Advisors, LLC | 48,200 | $7.58M | 0.55% | +35+0.1% | Added |
| Prudential PLC | 48,259 | $7.59M | 0.08% | +1,182+2.5% | Added |
| Summit Financial Wealth Advisors, LLC | 48,342 | $7.60M | 1.72% | +408+0.9% | Added |
| Spinnaker Trust | 48,479 | $7.62M | 0.52% | +2,650+5.8% | Added |
| Signaturefd, LLC | 48,607 | $7.64M | 0.18% | −319−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 48,640 | $7.65M | 0.26% | +390+0.8% | Added |
| Hartford Investment Management Co | 48,732 | $7.66M | 0.29% | −742−1.5% | Reduced |
| Intact Investment Management Inc. | 48,800 | $7.67M | 0.31% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 48,857 | $7.68M | 0.59% | +48,857 | New |
| Ilmarinen Mutual Pension Insurance Co | 49,000 | $7.70M | 0.10% | −30,000−38.0% | Reduced |
| Texas Yale Capital Corp. | 49,045 | $7.71M | 0.37% | −7,069−12.6% | Reduced |