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 |
|---|---|---|---|---|---|
| Hendley & Co Inc | 49,079 | $7.72M | 3.00% | −495−1.0% | Reduced |
| LGT Group Foundation | 49,930 | $7.85M | 0.17% | −1,127−2.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 49,977 | $7.86M | 0.70% | −281−0.6% | Reduced |
| Tower Bridge Advisors | 50,142 | $7.88M | 0.68% | −2,229−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 50,229 | $7.90M | 0.09% | −17,677−26.0% | Reduced |
| MAI Capital Management | 50,872 | $8.00M | 0.11% | +1,816+3.7% | Added |
| Lee Danner & Bass Inc | 50,979 | $8.02M | 0.69% | −5,019−9.0% | Reduced |
| AlTi Global, Inc. | 51,055 | $8.03M | 0.25% | +51,055 | New |
| Visionary Wealth Advisors | 51,100 | $8.03M | 0.59% | +1,576+3.2% | Added |
| Resources Management Corp | 51,242 | $8.06M | 1.20% | +353+0.7% | Added |
| Tompkins Financial Corp | 51,422 | $8.09M | 0.98% | +7,410+16.8% | Added |
| Congress Asset Management Co | 52,009 | $8.18M | 0.06% | −15,171−22.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 53,065 | $8.34M | 0.03% | −2,735−4.9% | Reduced |
| Executive Wealth Management, LLC | 53,144 | $8.36M | 0.79% | +538+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 53,183 | $8.36M | 0.11% | +5,100+10.6% | Added |
| Morgan Dempsey Capital Management LLC | 53,280 | $8.38M | 2.57% | −3,964−6.9% | Reduced |
| Simplex Trading, LLC | 53,299 | $8.38M | 0.26% | +53,299 | New |
| TownSquare Capital, LLC | 53,557 | $8.42M | 0.14% | −12,789−19.3% | Reduced |
| Bell Bank | 53,587 | $8.43M | 0.81% | +1,252+2.4% | Added |
| Grace & White Inc | 53,690 | $8.44M | 1.48% | 00.0% | Unchanged |
| Advocate Group LLC | 53,739 | $8.45M | 1.81% | +3,012+5.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 54,071 | $8.48M | 0.10% | +19,610+56.9% | Added |
| Varma Mutual Pension Insurance Co | 54,158 | $8.52M | 0.10% | −80,143−59.7% | Reduced |
| Congress Wealth Management LLC | 54,166 | $8.52M | 0.16% | −12,176−18.4% | Reduced |
| Shelton Capital Management | 54,314 | $8.54M | 0.27% | +4,419+8.9% | Added |
| Oppenheimer & Co Inc | 54,403 | $8.55M | 0.16% | −1,007−1.8% | Reduced |
| Argent Trust Co | 54,486 | $8.57M | 0.43% | +2,027+3.9% | Added |
| First National Bank of Omaha | 54,546 | $8.58M | 0.54% | +642+1.2% | Added |
| Prospera Financial Services Inc | 54,604 | $8.59M | 0.28% | −5,839−9.7% | Reduced |
| Cullinan Associates Inc | 54,636 | $8.59M | 0.48% | −8,884−14.0% | Reduced |
| Anchor Investment Management, LLC | 54,704 | $8.60M | 0.98% | +2,158+4.1% | Added |
| Axxcess Wealth Management, LLC | 54,894 | $8.63M | 0.26% | −101,188−64.8% | Reduced |
| Sowell Financial Services LLC | 55,235 | $8.69M | 0.47% | −15,987−22.4% | Reduced |
| Eagle Ridge Investment Management | 55,781 | $8.77M | 0.86% | −724−1.3% | Reduced |
| Linscomb & Williams, Inc. | 56,290 | $8.85M | 0.49% | −1,118−1.9% | Reduced |
| Maryland State Retirement & Pension System | 56,380 | $8.86M | 0.18% | +600+1.1% | Added |
| Hamel Associates, Inc. | 56,644 | $8.91M | 3.14% | +486+0.9% | Added |
| Kentucky Retirement Systems | 57,868 | $9.10M | 0.28% | −1,191−2.0% | Reduced |
| Logan Capital Management Inc | 58,156 | $9.14M | 0.43% | −9,612−14.2% | Reduced |
| CapWealth Advisors, LLC | 58,184 | $9.15M | 1.12% | +686+1.2% | Added |
| Eagle Asset Management Inc | 58,574 | $9.21M | 0.05% | −250.0% | Reduced |
| Integrated Wealth Concepts LLC | 58,677 | $9.23M | 0.15% | −2,125−3.5% | Reduced |
| Romano Brothers and Company | 59,141 | $9.30M | 1.38% | −490−0.8% | Reduced |
| Mattern Capital Management, LLC | 59,302 | $9.32M | 1.36% | +12,306+26.2% | Added |
| Sigma Investment Counselors Inc | 59,724 | $9.39M | 0.66% | −359−0.6% | Reduced |
| Lynch & Associates | 59,901 | $9.42M | 2.29% | −1,314−2.1% | Reduced |
| Daymark Wealth Partners, LLC | 60,363 | $9.49M | 0.58% | −70,907−54.0% | Reduced |
| Wilkins Investment Counsel Inc | 60,556 | $9.52M | 2.32% | −100−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 61,156 | $9.62M | 0.27% | −5,281−7.9% | Reduced |
| Evergreen Capital Management LLC | 61,228 | $9.63M | 0.39% | +11,964+24.3% | Added |
| Glenview Trust Co | 61,981 | $9.75M | 0.24% | +860+1.4% | Added |
| Assetmark, Inc | 62,360 | $9.80M | 0.04% | +10,467+20.2% | Added |
| Teachers Retirement System of the State of Kentucky | 62,418 | $9.81M | 0.09% | −3,385−5.1% | Reduced |
| Bailard, Inc. | 62,421 | $9.81M | 0.29% | +9,525+18.0% | Added |
| Colony Group, LLC | 62,475 | $9.82M | 0.13% | +62,475 | New |
| Mackenzie Financial Corp | 62,547 | $9.83M | 0.01% | −5,324−7.8% | Reduced |
| Evercore Wealth Management, LLC | 62,983 | $9.90M | 0.17% | −14,076−18.3% | Reduced |
| Elo Mutual Pension Insurance Co | 63,147 | $9.93M | 0.27% | +2,486+4.1% | Added |
| 9258 Wealth Management, LLC | 63,588 | $10.0M | 1.76% | −845−1.3% | Reduced |
| Lathrop Investment Management Corp | 63,939 | $10.1M | 2.05% | −3,586−5.3% | Reduced |
| CCM Investment Advisers LLC | 64,209 | $10.1M | 1.24% | −5,575−8.0% | Reduced |
| Noesis Capital Mangement Corp | 64,283 | $10.1M | 2.38% | −864−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 64,403 | $10.1M | 0.73% | −1,415−2.1% | Reduced |
| Lido Advisors, LLC | 64,974 | $10.2M | 0.10% | +30,312+87.5% | Added |
| Formuepleje A/S | 65,660 | $10.3M | 0.73% | −2,343−3.4% | Reduced |
| Hendershot Investments Inc. | 65,741 | $10.3M | 1.59% | −1,635−2.4% | Reduced |
| Hantz Financial Services, Inc. | 65,817 | $10.3M | 0.23% | −7,954−10.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 66,067 | $10.4M | 0.14% | +375+0.6% | Added |
| Jennison Associates LLC | 66,160 | $10.4M | 0.01% | −41,904−38.8% | Reduced |
| Stonebridge Capital Advisors LLC | 66,326 | $10.4M | 1.05% | +3,734+6.0% | Added |
| Independent Advisor Alliance | 67,083 | $10.5M | 0.38% | −1,115−1.6% | Reduced |
| M&G Investment Management Ltd | 67,615 | $10.6M | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 67,536 | $10.6M | 0.09% | −2,857−4.1% | Reduced |
| Abner Herrman & Brock LLC | 67,587 | $10.6M | 1.49% | −1,860−2.7% | Reduced |
| Toroso Investments, LLC | 68,069 | $10.7M | 0.26% | +28,174+70.6% | Added |
| Addenda Capital Inc. | 68,090 | $10.7M | 0.42% | −296−0.4% | Reduced |
| Abn Amro Investment Solutions | 68,105 | $10.7M | 0.19% | +1,319+2.0% | Added |
| Davy Global Fund Management Ltd | 68,108 | $10.7M | 1.26% | +30,422+80.7% | Added |
| Isthmus Partners, LLC | 68,408 | $10.8M | 1.40% | +3,297+5.1% | Added |
| Woodmont Investment Counsel LLC | 68,531 | $10.8M | 1.01% | +644+0.9% | Added |
| Partners Capital Investment Group, LLP | 68,828 | $10.8M | 0.24% | +68,828 | New |
| Investment Management Corp of Ontario | 69,082 | $10.9M | 0.27% | +69,082 | New |
| Stillwater Capital Advisors, LLC | 69,626 | $10.9M | 1.76% | +401+0.6% | Added |
| Macquarie Group Ltd | 69,691 | $11.0M | 0.01% | +11,359+19.5% | Added |
| Welch & Forbes LLC | 69,773 | $11.0M | 0.17% | −723−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 69,801 | $11.0M | 0.33% | +16,320+30.5% | Added |
| Candriam Luxembourg S.C.A. | 69,996 | $11.0M | 0.08% | −1,103−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 70,572 | $11.1M | 0.19% | +1,009+1.5% | Added |
| Captrust Financial Advisors | 70,586 | $11.1M | 0.04% | −468−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 70,795 | $11.1M | 0.01% | −4,594−6.1% | Reduced |
| TCTC Holdings, LLC | 71,451 | $11.2M | 0.41% | −1,031−1.4% | Reduced |
| Eastern Bank | 71,885 | $11.3M | 0.51% | −3,288−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 72,587 | $11.4M | 0.67% | +2,935+4.2% | Added |
| Tredje AP-fonden | 72,628 | $11.4M | 0.14% | +19,890+37.7% | Added |
| Birch Hill Investment Advisors LLC | 73,257 | $11.5M | 0.61% | −24,348−24.9% | Reduced |
| United Advisor Group, LLC | 72,897 | $11.6M | 13.98% | +72,897 | New |
| Daiwa Securities Group Inc. | 73,851 | $11.6M | 0.07% | +3,865+5.5% | Added |
| Gilbert & Cook, Inc. | 74,000 | $11.6M | 1.65% | +540+0.7% | Added |
| United Bank | 74,864 | $11.8M | 1.48% | +75+0.1% | Added |
| Rafferty Asset Management, LLC | 74,924 | $11.8M | 0.05% | +1,430+1.9% | Added |