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Livermore
Livermore
ZHEN

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
2,269
+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
794 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.

Institutional holdersQ4 2023: 2,269 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2023: $80.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CGC Financial Services, LLC145$22.8K0.01%+95+190.0%Added
Ofi Invest Asset Management167$23.8K0.00%−3−1.8%Reduced
PrairieView Partners, LLC150$24.0K0.00%00.0%Unchanged
Centennial Bank153$24.1K0.01%+103+206.0%Added
Bell Investment Advisors, Inc157$24.7K0.01%−36−18.7%Reduced
Planning Capital Management Corp162$25.5K0.02%+162New
Winch Advisory Services, LLC167$26.2K0.01%+2+1.2%Added
Tennessee Valley Asset Management Partners167$26.3K0.01%+167New
Life Planning Partners, Inc178$28.0K0.03%+178New
Northwest Financial Advisors179$28.2K0.02%+179New
Joseph Group Capital Management180$28.3K0.02%+5+2.9%Added
Guardian Wealth Management, Inc.193$30.4K0.03%+2+1.0%Added
Pineridge Advisors LLC199$31.3K0.01%+199New
Bourgeon Capital Management LLC200$31.4K0.01%+200New
Security National Bank200$31.4K0.01%+200New
Hillsdale Investment Management Inc.204$32.1K0.00%−580−74.0%Reduced
Cornerstone Planning Group LLC204$32.1K0.01%+10+5.2%Added
Front Row Advisors LLC210$33.0K0.02%−11−5.0%Reduced
WealthCollab, LLC213$33.5K0.03%+213New
HBC Financial Services, PLLC217$34.0K0.02%+2+0.9%Added
GoalVest Advisory LLC217$34.1K0.02%+18+9.0%Added
Kelly Financial Services LLC218$34.2K0.01%+21+10.7%Added
Piscataqua Savings Bank218$34.3K0.03%00.0%Unchanged
Plato Investment Management Ltd226$35.5K0.04%+226New
GW&K Investment Management, LLC244$38.0K0.00%+45+22.6%Added
M&R Capital Management Inc248$39.0K0.01%+47+23.4%Added
VisionPoint Advisory Group, LLC252$39.6K0.01%+13+5.4%Added
Horizon Bancorp Inc253$40.0K0.02%00.0%Unchanged
Gould Capital, LLC266$41.8K0.03%00.0%Unchanged
Criterion Capital Advisors, LLC266$41.8K0.03%+266New
Dunhill Financial, LLC272$42.8K0.04%+272New
EntryPoint Capital, LLC274$43.1K0.04%+274New
Jackson, Grant Investment Advisers, Inc.278$43.7K0.02%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC290$45.6K0.01%−58−16.7%Reduced
Financial Perspectives, Inc293$46.1K0.02%00.0%Unchanged
Wolff Wiese Magana LLC299$47.0K0.04%−53−15.1%Reduced
Morton Brown Family Wealth, LLC300$47.2K0.02%00.0%Unchanged
Abound Wealth Management307$48.2K0.02%+78+34.1%Added
Private Ocean, LLC314$49.4K0.00%00.0%Unchanged
Raffa Wealth Management, LLC316$49.7K0.02%00.0%Unchanged
Northwest Capital Management Inc327$51.5K0.02%00.0%Unchanged
Tfo-TDC, LLC333$52.4K0.01%−4−1.2%Reduced
First Financial Corp334$52.5K0.03%+65+24.2%Added
Wiser Advisor Group LLC336$52.8K0.09%+336New
DAGCO, Inc.343$53.9K0.05%−201,652−99.8%Reduced
Dynamic Wealth Strategies, LLC343$53.9K0.05%+343New
Blume Capital Management, Inc.345$54.2K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.348$54.7K0.03%+1+0.3%Added
Valued Wealth Advisors LLC352$54.8K0.05%+352New
FSA Wealth Management LLC355$56.0K0.03%+355New
Carolinas Wealth Consulting LLC362$57.0K0.01%−10−2.7%Reduced
West Oak Capital, LLC362$57.0K0.03%00.0%Unchanged
Tacita Capital Inc365$57.4K0.04%−200−35.4%Reduced
RE Dickinson Investment Advisors, LLC376$59.0K0.04%00.0%Unchanged
Pacifica Partners Inc.385$59.4K0.03%00.0%Unchanged
Macroview Investment Management LLC384$60.4K0.07%00.0%Unchanged
Frank, Rimerman Advisors LLC395$62.1K0.01%+395New
Spartan Planning & Wealth Management396$62.3K0.07%+394+19,700.0%Added
First Personal Financial Services396$62.3K0.02%00.0%Unchanged
Family CFO Inc400$62.9K0.04%00.0%Unchanged
Voisard Asset Management Group, Inc.403$63.4K0.04%+403New
Essex Investment Management Co LLC404$63.5K0.01%00.0%Unchanged
Pacific Center for Financial Services418$65.7K0.02%−10−2.3%Reduced
Harvest Fund Management Co., Ltd436$69.0K0.01%−672−60.6%Reduced
SJS Investment Consulting Inc.449$70.6K0.02%−22−4.7%Reduced
Beaird Harris Wealth Management, LLC455$71.5K0.01%+10+2.2%Added
Tyler-Stone Wealth Management475$74.6K0.04%+3+0.6%Added
Hanson & Doremus Investment Management479$75.0K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC479$75.0K0.02%+3+0.6%Added
Fairfield Financial Advisors, LTD482$75.8K0.03%00.0%Unchanged
Game Plan Financial Advisors, LLC486$76.4K0.04%+486New
Core Wealth Advisors, Inc.495$77.8K0.03%+358+261.3%Added
Y.D. More Investments Ltd505$79.4K0.02%+90+21.7%Added
TSFG, LLC513$81.0K0.03%−303−37.1%Reduced
Quarry LP518$81.4K0.04%+518New
Norwood Financial Corp520$81.8K0.12%00.0%Unchanged
Canton Hathaway, LLC530$83.0K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA530$83.3K0.04%+530New
Atticus Wealth Management, LLC535$84.2K0.03%+10+1.9%Added
Rakuten Securities, Inc.539$84.7K0.07%+539New
Arlington Trust Co LLC541$85.1K0.02%−165−23.4%Reduced
TFC Financial Management550$86.5K0.02%+12+2.2%Added
Wetzel Investment Advisors, Inc.552$87.0K0.05%+552New
Scarborough Advisors, LLC554$87.1K0.02%+554New
Mendota Financial Group, LLC555$87.3K0.07%+525+1,750.0%Added
REAP Financial Group, LLC571$89.7K0.03%+571New
State of Wyoming575$90.4K0.02%+570+11,400.0%Added
Cassady Schiller Wealth Management, LLC584$91.8K0.05%00.0%Unchanged
JNBA Financial Advisors588$92.5K0.01%−24−3.9%Reduced
Avalon Trust Co603$94.7K0.01%00.0%Unchanged
One River Asset Management, LLC607$95.4K0.03%+3+0.5%Added
O'Dell Group, LLC610$96.0K0.03%+610New
General Partner, Inc.623$98.0K0.08%00.0%Unchanged
Rockbridge Investment Management, LCC624$98.1K0.02%+624New
BKM Wealth Management, LLC626$98.4K0.04%+626New
IAG Wealth Partners, LLC640$100.6K0.02%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC641$100.8K0.03%+641New
Operose Advisors LLC645$101.4K0.04%−217−25.2%Reduced
Baldwin Brothers Inc648$101.9K0.01%−5,038−88.6%Reduced
First Command Advisory Services, Inc.650$102.2K0.00%00.0%Unchanged