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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 121,945 | $19.2M | 0.66% | −1,210−1.0% | Reduced |
| Oakview Capital Management, L.P. | 123,588 | $19.4M | 8.10% | +4,196+3.5% | Added |
| Factory Mutual Insurance Co | 123,700 | $19.4M | 0.24% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 124,674 | $19.6M | 0.05% | −85,434−40.7% | Reduced |
| Utah Retirement Systems | 125,618 | $19.8M | 0.25% | +900+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,035 | $19.8M | 0.08% | +5,088+4.2% | Added |
| Czech National Bank | 126,695 | $19.9M | 0.28% | +281+0.2% | Added |
| Xponance, Inc. | 128,294 | $20.2M | 0.24% | +5,524+4.5% | Added |
| AE Wealth Management LLC | 126,887 | $20.2M | 0.10% | +15,597+14.0% | Added |
| QRG Capital Management, Inc. | 128,658 | $20.2M | 0.30% | −4,105−3.1% | Reduced |
| Stephens Inc | 128,826 | $20.3M | 0.35% | −13,003−9.2% | Reduced |
| Calamos Advisors LLC | 129,847 | $20.4M | 0.10% | −2,050−1.6% | Reduced |
| Donald L. Hagan, LLC | 130,144 | $20.5M | 11.33% | −380.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 130,558 | $20.5M | 0.41% | +104,138+394.2% | Added |
| Van Eck Associates Corp | 130,821 | $20.6M | 0.04% | +3,277+2.6% | Added |
| Madison Asset Management, LLC | 131,169 | $20.6M | 0.28% | +2,062+1.6% | Added |
| CIBC Asset Management Inc | 131,300 | $20.6M | 0.08% | −8,088−5.8% | Reduced |
| Modera Wealth Management, LLC | 131,839 | $20.7M | 0.34% | +204+0.2% | Added |
| Brown Advisory Inc | 137,495 | $21.6M | 0.03% | −22,032−13.8% | Reduced |
| RSM US Wealth Management LLC | 137,758 | $21.7M | 0.59% | +1,321+1.0% | Added |
| CIBC World Markets Corp | 138,096 | $21.7M | 0.12% | +98,176+245.9% | Added |
| Clarkston Capital Partners, LLC | 139,050 | $21.9M | 0.41% | −775−0.6% | Reduced |
| Teacher Retirement System of Texas | 141,499 | $22.2M | 0.15% | −17,307−10.9% | Reduced |
| Waters Parkerson & Co., LLC | 141,905 | $22.3M | 1.24% | −1,780−1.2% | Reduced |
| IFM Investors Pty Ltd | 142,579 | $22.4M | 0.27% | +510.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 142,859 | $22.5M | 0.13% | −38,443−21.2% | Reduced |
| First Manhattan Co | 142,880 | $22.5M | 0.08% | −10,674−7.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 143,241 | $22.5M | 0.28% | −10,100−6.6% | Reduced |
| AQR Capital Management LLC | 143,530 | $22.6M | 0.04% | −17,308−10.8% | Reduced |
| Umb Bank N A | 146,958 | $23.1M | 0.34% | −3,633−2.4% | Reduced |
| Swiss Life Asset Management Ltd | 149,047 | $23.5M | 0.28% | +50,193+50.8% | Added |
| Texas Permanent School Fund | 149,828 | $23.6M | 0.20% | −116−0.1% | Reduced |
| Marathon Asset Mgmt Ltd | 149,841 | $23.6M | 0.66% | −4,940−3.2% | Reduced |
| KCM Investment Advisors LLC | 150,232 | $23.6M | 0.94% | +313+0.2% | Added |
| Mercer Global Advisors Inc | 150,585 | $23.7M | 0.07% | −13,214−8.1% | Reduced |
| Deprince Race & Zollo Inc | 155,641 | $24.5M | 0.55% | +49,327+46.4% | Added |
| Klingenstein Fields & Co LP | 155,649 | $24.5M | 1.09% | −1,354−0.9% | Reduced |
| Manning & Napier Group, LLC | 157,852 | $24.8M | 0.29% | −28,794−15.4% | Reduced |
| CIBC Private Wealth Group, LLC | 157,977 | $24.8M | 0.05% | −102−0.1% | Reduced |
| MML Investors Services, LLC | 158,294 | $24.9M | 0.11% | +2,197+1.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 158,384 | $24.9M | 0.18% | +12,957+8.9% | Added |
| Vontobel Holding Ltd. | 158,494 | $24.9M | 0.21% | −1,051−0.7% | Reduced |
| Fifth Third Bancorp | 158,962 | $25.0M | 0.11% | −6,264−3.8% | Reduced |
| Retirement Systems of Alabama | 159,399 | $25.1M | 0.11% | −4,141−2.5% | Reduced |
| Sabal Trust CO | 160,162 | $25.2M | 1.55% | −728−0.5% | Reduced |
| Zacks Investment Management | 160,654 | $25.3M | 0.31% | −14,376−8.2% | Reduced |
| Westshore Wealth, LLC | 165,024 | $25.9M | 11.97% | +10.0% | Added |
| State of Tennessee, Treasury Department | 168,494 | $26.5M | 0.10% | −38,128−18.5% | Reduced |
| Professional Advisory Services Inc | 169,031 | $26.6M | 3.80% | +9,599+6.0% | Added |
| Dearborn Partners LLC | 169,836 | $26.7M | 0.97% | −6,909−3.9% | Reduced |
| UniSuper Management Pty Ltd | 170,105 | $26.7M | 0.30% | −99,922−37.0% | Reduced |
| Nexus Investment Management ULC | 170,205 | $26.8M | 2.79% | +300+0.2% | Added |
| DnB Asset Management AS | 171,143 | $26.9M | 0.14% | −2,212−1.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 172,521 | $27.1M | 0.74% | −13,121−7.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 172,831 | $27.2M | 5.09% | −162−0.1% | Reduced |
| Forsta Ap-Fonden | 173,300 | $27.2M | 0.28% | −11,800−6.4% | Reduced |
| Bank of Nova Scotia | 175,594 | $27.6M | 0.05% | +39,890+29.4% | Added |
| Amalgamated Bank | 177,206 | $27.9M | 0.22% | −9,398−5.0% | Reduced |
| Alps Advisors Inc | 177,815 | $28.0M | 0.22% | +839+0.5% | Added |
| Miller Howard Investments Inc | 178,436 | $28.1M | 0.98% | −3,890−2.1% | Reduced |
| Raymond James Trust N.A. | 179,247 | $28.2M | 0.75% | −4,094−2.2% | Reduced |
| Delta Asset Management LLC | 180,643 | $28.4M | 2.71% | −1,378−0.8% | Reduced |
| American International Group, Inc. | 183,709 | $28.9M | 0.12% | −1,573−0.8% | Reduced |
| MetLife Investment Management | 183,864 | $28.9M | 0.21% | −3,416−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 184,900 | $29.1M | 0.10% | +96,900+110.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 186,198 | $29.3M | 1.11% | +185,543+28,327.2% | Added |
| D.A. Davidson & Co. | 186,216 | $29.3M | 0.29% | −2,890−1.5% | Reduced |
| Trillium Asset Management, LLC | 186,781 | $29.4M | 0.80% | −3,146−1.7% | Reduced |
| Jane Street Group, LLC | 186,985 | $29.4M | 0.04% | +103,744+124.6% | Added |
| Blair William & Co | 188,596 | $29.7M | 0.10% | −12,613−6.3% | Reduced |
| Keybank National Association | 189,324 | $29.8M | 0.13% | +15,239+8.8% | Added |
| Mairs & Power Inc | 191,829 | $30.2M | 0.32% | −9,263−4.6% | Reduced |
| Brown Brothers Harriman & Co | 191,947 | $30.2M | 0.25% | −9,590−4.8% | Reduced |
| Los Angeles Capital Management LLC | 192,725 | $30.3M | 0.11% | −24,904−11.4% | Reduced |
| Oppenheimer Asset Management Inc. | 194,803 | $30.6M | 0.43% | +2,471+1.3% | Added |
| State of Michigan Retirement System | 198,014 | $31.1M | 0.19% | −300−0.2% | Reduced |
| AMF Pensionsforsakring AB | 197,998 | $31.2M | 0.27% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 198,335 | $31.2M | 0.22% | −2,704−1.3% | Reduced |
| USS Investment Management Ltd | 198,439 | $31.2M | 0.28% | +1,137+0.6% | Added |
| Schroder Investment Management Group | 200,391 | $31.5M | 0.04% | −94,103−32.0% | Reduced |
| Ensign Peak Advisors, Inc | 200,448 | $31.5M | 0.06% | −1,483−0.7% | Reduced |
| Twin Tree Management, LP | 200,609 | $31.5M | 0.57% | +200,609 | New |
| Cetera Advisor Networks LLC | 202,383 | $31.8M | 0.18% | −659−0.3% | Reduced |
| Arizona State Retirement System | 203,490 | $32.0M | 0.24% | −1,661−0.8% | Reduced |
| Capital Investment Advisors, LLC | 204,327 | $32.1M | 0.81% | −1,105−0.5% | Reduced |
| Advisors Asset Management, Inc. | 204,831 | $32.2M | 0.66% | −11,152−5.2% | Reduced |
| AXA S.A. | 212,419 | $33.4M | 0.11% | −461,868−68.5% | Reduced |
| Letko, Brosseau & Associates Inc | 214,096 | $33.7M | 0.61% | −6,210−2.8% | Reduced |
| Conning Inc. | 215,484 | $33.8M | 1.18% | −923−0.4% | Reduced |
| Natixis Advisors, L.P. | 221,338 | $34.8M | 0.09% | +67,713+44.1% | Added |
| Smith Chas P & Associates Pa Cpas | 221,900 | $34.9M | 2.30% | +21,241+10.6% | Added |
| Gunn & Co Investment Management, Inc. | 221,900 | $34.9M | 2.30% | +206,803+1,369.8% | Added |
| London & Capital Asset Management Ltd | 222,039 | $34.9M | 2.93% | +4,103+1.9% | Added |
| Pinebridge Investments, L.P. | 227,684 | $35.8M | 0.33% | −107,685−32.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 232,459 | $36.5M | 0.14% | +9,200+4.1% | Added |
| DekaBank Deutsche Girozentrale | 234,326 | $36.7M | 0.08% | −189,811−44.8% | Reduced |
| Saturna Capital CORP | 233,970 | $36.8M | 0.57% | +28,631+13.9% | Added |
| United Services Automobile Association | 237,333 | $37.3M | 0.83% | +166,557+235.3% | Added |
| Two Sigma Advisers, LP | 237,900 | $37.4M | 0.09% | +222,300+1,425.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 242,808 | $38.2M | 0.08% | +14,084+6.2% | Added |