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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 75,398 | $11.9M | 0.03% | −3,257−4.1% | Reduced |
| Graham Capital Management, L.P. | 76,290 | $12.0M | 0.38% | +10,194+15.4% | Added |
| StrategIQ Financial Group, LLC | 76,524 | $12.0M | 1.36% | −66−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 76,631 | $12.0M | 0.19% | −3,003−3.8% | Reduced |
| Jacobs & Co | 78,225 | $12.3M | 1.40% | +1,169+1.5% | Added |
| Oregon Public Employees Retirement Fund | 78,435 | $12.3M | 0.22% | −15,578−16.6% | Reduced |
| Vantage Investment Partners, LLC | 78,599 | $12.4M | 1.23% | +4,569+6.2% | Added |
| Willis Investment Counsel | 78,685 | $12.4M | 0.87% | −833−1.0% | Reduced |
| Adviser Investments LLC | 79,174 | $12.4M | 0.18% | +3,080+4.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 79,440 | $12.5M | 0.16% | −595−0.7% | Reduced |
| Kornitzer Capital Management Inc | 79,444 | $12.5M | 0.24% | −1,839−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,913 | $12.6M | 0.03% | +1,937+2.5% | Added |
| Kestra Private Wealth Services, LLC | 80,287 | $12.6M | 0.32% | −1,806−2.2% | Reduced |
| Iowa State Bank | 80,415 | $12.6M | 3.03% | +333+0.4% | Added |
| Brinker Capital Investments, LLC | 79,120 | $12.7M | 0.15% | −15,286−16.2% | Reduced |
| Orion Portfolio Solutions, LLC | 79,120 | $12.7M | 0.15% | −15,286−16.2% | Reduced |
| Synovus Financial Corp | 80,745 | $12.7M | 0.18% | −37,188−31.5% | Reduced |
| Tamar Securities, LLC | 80,972 | $12.7M | 2.50% | +9,876+13.9% | Added |
| Miramar Capital, LLC | 81,071 | $12.7M | 3.32% | −2,766−3.3% | Reduced |
| CIBC World Markets Inc. | 81,117 | $12.8M | 0.04% | −1,808−2.2% | Reduced |
| Richard C. Young & CO., LTD. | 81,239 | $12.8M | 1.71% | −1,032−1.3% | Reduced |
| Baker Avenue Asset Management, LP | 81,707 | $12.8M | 0.56% | +2,382+3.0% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $12.9M | 3.99% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 82,129 | $12.9M | 0.49% | +1,492+1.9% | Added |
| Allianz Asset Management GmbH | 82,784 | $13.0M | 0.02% | −43,006−34.2% | Reduced |
| British Columbia Investment Management Corp | 83,259 | $13.1M | 0.11% | +17,360+26.3% | Added |
| Cullen/Frost Bankers, Inc. | 83,517 | $13.1M | 0.21% | +949+1.1% | Added |
| Cresset Asset Management, LLC | 84,652 | $13.3M | 0.08% | −4,660−5.2% | Reduced |
| Nissay Asset Management Corp | 85,149 | $13.4M | 0.11% | +1,009+1.2% | Added |
| Huntington National Bank | 85,313 | $13.4M | 0.12% | −6,462−7.0% | Reduced |
| State of Alaska, Department of Revenue | 85,336 | $13.4M | 0.16% | −7,830−8.4% | Reduced |
| Bridgeway Capital Management, LLC | 85,578 | $13.5M | 0.29% | −7,379−7.9% | Reduced |
| Armstrong Advisory Group, Inc | 85,615 | $13.5M | 1.31% | −108−0.1% | Reduced |
| Janney Capital Management LLC | 85,660 | $13.5M | 0.90% | −12,155−12.4% | Reduced |
| Mayflower Financial Advisors, LLC | 85,980 | $13.5M | 1.87% | −181−0.2% | Reduced |
| Charter Trust Co | 86,872 | $13.7M | 1.02% | −95−0.1% | Reduced |
| Telos Capital Management, Inc. | 87,337 | $13.7M | 1.67% | +13,000+17.5% | Added |
| FORA Capital, LLC | 87,513 | $13.8M | 1.18% | +3,696+4.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 88,024 | $13.8M | 3.06% | +1,267+1.5% | Added |
| Biechele Royce Advisors | 88,120 | $13.9M | 4.54% | +4,581+5.5% | Added |
| Tower Research Capital LLC (TRC) | 88,783 | $14.0M | 0.17% | +49,744+127.4% | Added |
| Commerce Bank | 89,221 | $14.0M | 0.10% | −194−0.2% | Reduced |
| Atria Investments LLC | 89,540 | $14.1M | 0.22% | −3,202−3.5% | Reduced |
| ExodusPoint Capital Management, LP | 90,566 | $14.2M | 0.18% | +90,566 | New |
| Achmea Investment Management B.V. | 90,664 | $14.3M | 0.29% | −7,624−7.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 90,671 | $14.3M | 0.54% | −154−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 90,770 | $14.3M | 0.57% | +29,822+48.9% | Added |
| Greatmark Investment Partners, Inc. | 91,114 | $14.3M | 2.25% | +1,611+1.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 91,174 | $14.3M | 0.96% | −430.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 91,237 | $14.3M | 1.94% | +842+0.9% | Added |
| Zevin Asset Management LLC | 91,625 | $14.4M | 2.59% | +1,944+2.2% | Added |
| Bartlett & Co. LLC | 91,693 | $14.4M | 0.23% | −3,365−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 91,693 | $14.4M | 0.23% | −3,365−3.5% | Reduced |
| International Assets Investment Management, LLC | 92,236 | $14.5M | 1.84% | +48+0.1% | Added |
| Tritonpoint Wealth, LLC | 92,453 | $14.5M | 1.42% | +92,453 | New |
| TD Waterhouse Canada Inc. | 89,611 | $14.7M | 0.14% | +24,355+37.3% | Added |
| Neuberger Berman Group LLC | 94,707 | $14.9M | 0.01% | −12,457−11.6% | Reduced |
| ProShare Advisors LLC | 95,854 | $15.1M | 0.05% | −8,980−8.6% | Reduced |
| Brookstone Capital Management | 96,013 | $15.1M | 0.29% | −1,869−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 96,038 | $15.1M | 0.19% | +62,523+186.6% | Added |
| Southern Capital Advisors, LLC | 96,163 | $15.1M | 10.74% | −111−0.1% | Reduced |
| Blue Chip Partners, Inc. | 96,677 | $15.2M | 1.59% | −177−0.2% | Reduced |
| Mutual of America Capital Management LLC | 96,864 | $15.2M | 0.18% | −4,427−4.4% | Reduced |
| Gradient Investments LLC | 96,905 | $15.2M | 0.37% | +3,873+4.2% | Added |
| La Banque Postale Asset Management SA | 96,921 | $15.2M | 0.34% | +5,231+5.7% | Added |
| Millennium Management LLC | 97,098 | $15.3M | 0.01% | −88,159−47.6% | Reduced |
| Walleye Trading LLC | 97,808 | $15.4M | 0.23% | +95,340+3,863.0% | Added |
| Canada Pension Plan Investment Board | 98,125 | $15.4M | 0.02% | +53,115+118.0% | Added |
| Pinnacle Financial Partners Inc | 99,190 | $15.6M | 0.37% | −21,092−17.5% | Reduced |
| Pathstone Holdings, LLC | 99,839 | $15.8M | 0.09% | +99,839 | New |
| Verity & Verity, LLC | 102,121 | $16.1M | 1.84% | +6,219+6.5% | Added |
| Kestra Advisory Services, LLC | 103,373 | $16.3M | 0.13% | +125+0.1% | Added |
| Alpha Cubed Investments, LLC | 103,505 | $16.3M | 0.91% | −13,667−11.7% | Reduced |
| 1832 Asset Management L.P. | 103,752 | $16.3M | 0.03% | +2,970+2.9% | Added |
| Financial Counselors Inc | 103,879 | $16.3M | 0.29% | −823−0.8% | Reduced |
| Everett Harris & Co | 103,907 | $16.3M | 0.23% | −820−0.8% | Reduced |
| Fisher Asset Management, LLC | 104,572 | $16.4M | 0.01% | −1,197−1.1% | Reduced |
| Pinnacle Associates Ltd | 104,731 | $16.5M | 0.28% | −8,375−7.4% | Reduced |
| Yousif Capital Management, LLC | 105,091 | $16.5M | 0.19% | −3,774−3.5% | Reduced |
| Private Advisor Group, LLC | 105,094 | $16.5M | 0.13% | +15,437+17.2% | Added |
| GWM Advisors LLC | 105,718 | $16.7M | 0.16% | −8,653−7.6% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $16.8M | 0.30% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 106,857 | $16.8M | 0.08% | −3,020−2.7% | Reduced |
| Marco Investment Management LLC | 108,802 | $17.1M | 1.75% | −159−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 108,958 | $17.1M | 0.03% | −12,057−10.0% | Reduced |
| Osher Van de Voorde Investment Management | 110,127 | $17.3M | 3.81% | +14,680+15.4% | Added |
| Stewart & Patten Co LLC | 111,026 | $17.5M | 2.73% | +3,439+3.2% | Added |
| CWM, LLC | 111,419 | $17.5M | 0.09% | +40,123+56.3% | Added |
| Marcum Wealth, LLC | 111,443 | $17.5M | 1.86% | −2,569−2.3% | Reduced |
| Godsey & Gibb Associates | 111,799 | $17.6M | 1.99% | +10,183+10.0% | Added |
| New York Life Investment Management LLC | 113,135 | $17.8M | 0.18% | +665+0.6% | Added |
| Grimes & Company, Inc. | 114,232 | $18.0M | 0.59% | +5,489+5.0% | Added |
| Mayar Capital Ltd. | 114,364 | $18.0M | 14.60% | +8,537+8.1% | Added |
| Scotia Capital Inc. | 115,646 | $18.2M | 0.12% | −2,482−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 115,686 | $18.2M | 1.74% | −1,296−1.1% | Reduced |
| Wade G W & Inc | 115,746 | $18.2M | 0.59% | −955−0.8% | Reduced |
| Harvest Portfolios Group Inc. | 116,151 | $18.3M | 0.77% | +16,134+16.1% | Added |
| SG Americas Securities, LLC | 117,655 | $18.5M | 0.20% | +100,287+577.4% | Added |
| First Long Island Investors, LLC | 120,522 | $18.9M | 1.68% | −2,699−2.2% | Reduced |
| Degroof Petercam Asset Management | 120,800 | $19.0M | 0.25% | +120,800 | New |