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 |
|---|---|---|---|---|---|
| HRT Financial LP | 242,881 | $38.2M | 0.28% | +242,881 | New |
| River Road Asset Management, LLC | 243,616 | $38.3M | 0.53% | −50,231−17.1% | Reduced |
| Regions Financial Corp | 246,889 | $38.8M | 0.32% | −573−0.2% | Reduced |
| Handelsbanken Fonder AB | 261,220 | $41.1M | 0.20% | +755+0.3% | Added |
| Guggenheim Capital LLC | 263,535 | $41.4M | 0.31% | −10,480−3.8% | Reduced |
| Swedbank AB | 266,099 | $41.8M | 0.07% | −13,711−4.9% | Reduced |
| Two Sigma Investments, LP | 269,607 | $42.4M | 0.10% | +36,314+15.6% | Added |
| Impax Asset Management Group plc | 274,737 | $43.2M | 0.17% | +48,369+21.4% | Added |
| Comerica Bank | 276,931 | $43.5M | 0.20% | −520−0.2% | Reduced |
| Pacer Advisors, Inc. | 280,472 | $44.1M | 0.12% | +43,146+18.2% | Added |
| Gateway Investment Advisers LLC | 284,214 | $44.7M | 0.52% | +8,984+3.3% | Added |
| Donaldson Capital Management, LLC | 285,973 | $45.0M | 2.02% | −29,906−9.5% | Reduced |
| Storebrand Asset Management AS | 286,992 | $45.1M | 0.16% | +69,046+31.7% | Added |
| STRS Ohio | 289,195 | $45.5M | 0.19% | +86,959+43.0% | Added |
| TD Asset Management Inc | 290,079 | $45.6M | 0.04% | +18,337+6.7% | Added |
| Royal London Asset Management Ltd | 290,127 | $45.6M | 0.13% | +3,078+1.1% | Added |
| Equity Investment Corp | 290,542 | $45.7M | 1.28% | +5,817+2.0% | Added |
| Centric Wealth Management | 328,497 | $45.7M | 15.05% | −6,965−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 292,731 | $46.0M | 0.15% | +1,273+0.4% | Added |
| Cambiar Investors LLC | 298,241 | $46.9M | 1.85% | +39,644+15.3% | Added |
| InterOcean Capital Group, LLC | 298,426 | $46.9M | 1.26% | −16,293−5.2% | Reduced |
| SEI Investments Co | 299,422 | $47.1M | 0.08% | +951+0.3% | Added |
| Asset Management One Co.,Ltd. | 299,412 | $47.1M | 0.19% | −1,270−0.4% | Reduced |
| KBC Group NV | 305,048 | $48.0M | 0.17% | +50,784+20.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 308,354 | $48.5M | 0.06% | +9,236+3.1% | Added |
| CFO4Life Group, LLC | 316,870 | $49.8M | 9.51% | −568−0.2% | Reduced |
| Fairview Capital Investment Management, LLC | 317,711 | $50.0M | 2.97% | +7,084+2.3% | Added |
| RNC Capital Management LLC | 318,713 | $50.1M | 3.00% | +30,196+10.5% | Added |
| Confluence Investment Management LLC | 321,094 | $50.5M | 0.71% | +321,094 | New |
| TCW Group Inc | 325,350 | $51.2M | 0.57% | −10,160−3.0% | Reduced |
| Aviva PLC | 325,704 | $51.2M | 0.18% | +37,506+13.0% | Added |
| Treasurer of the State of North Carolina | 330,716 | $52.0M | 0.25% | +3,140+1.0% | Added |
| Creative Planning | 331,960 | $52.2M | 0.10% | +94,243+39.6% | Added |
| Advisor Group Holdings, Inc. | 331,715 | $52.2M | 0.09% | −108,210−24.6% | Reduced |
| S. R. Schill & Associates | 332,005 | $52.2M | 23.25% | +1540.0% | Added |
| Capital CS Group, LLC | 333,875 | $52.5M | 58.08% | +4,114+1.2% | Added |
| Glenmede Trust Co NA | 339,143 | $53.3M | 0.28% | −14,041−4.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 340,799 | $53.6M | 0.48% | −11,800−3.3% | Reduced |
| National Bank of Canada | 340,738 | $53.9M | 0.10% | +49,044+16.8% | Added |
| Squarepoint Ops LLC | 359,528 | $56.5M | 0.23% | −2,147−0.6% | Reduced |
| First Foundation Advisors | 364,262 | $57.3M | 2.61% | −2,860−0.8% | Reduced |
| Old Republic International Corporation | 365,600 | $57.5M | 2.17% | −7,800−2.1% | Reduced |
| Hollencrest Capital Management | 372,113 | $58.5M | 5.53% | −930.0% | Reduced |
| Epoch Investment Partners, Inc. | 380,111 | $59.8M | 0.27% | +17,151+4.7% | Added |
| Public Employees Retirement System of Ohio | 380,421 | $59.8M | 0.24% | −3,533−0.9% | Reduced |
| Pictet Asset Management Holding SA | 384,666 | $60.5M | 0.07% | +8,484+2.3% | Added |
| Cacti Asset Management LLC | 387,566 | $60.8M | 5.29% | 00.0% | Unchanged |
| Cerity Partners LLC | 387,381 | $60.9M | 0.20% | +44,721+13.1% | Added |
| Nomura Asset Management Co Ltd | 397,216 | $62.5M | 0.26% | +11,394+3.0% | Added |
| Voloridge Investment Management, LLC | 402,943 | $63.4M | 0.25% | −31,561−7.3% | Reduced |
| Cullen Capital Management LLC | 402,972 | $63.4M | 0.94% | −397,109−49.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 405,735 | $63.8M | 0.23% | −2,620−0.6% | Reduced |
| State of Wisconsin Investment Board | 410,793 | $64.6M | 0.18% | +16,949+4.3% | Added |
| State of New Jersey Common Pension Fund D | 415,822 | $65.4M | 0.22% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 417,646 | $65.7M | 0.12% | +16,198+4.0% | Added |
| Value Partners Investments Inc. | 425,150 | $66.7M | 5.32% | +60,527+16.6% | Added |
| Toronto Dominion Bank | 429,524 | $67.5M | 0.10% | +112,447+35.5% | Added |
| Qube Research & Technologies Ltd | 430,788 | $67.7M | 0.15% | −199,149−31.6% | Reduced |
| BNP Paribas Arbitrage, SA | 434,932 | $68.4M | 0.12% | +58,215+15.5% | Added |
| Marshall Wace, LLP | 448,032 | $70.4M | 0.13% | −524,213−53.9% | Reduced |
| M&T Bank Corp | 448,351 | $70.5M | 0.26% | −6,548−1.4% | Reduced |
| APG Asset Management N.V. | 512,785 | $73.0M | 0.14% | +82,017+19.0% | Added |
| Standard Life Aberdeen plc | 476,642 | $74.9M | 0.16% | +128,952+37.1% | Added |
| Commonwealth Equity Services, LLC | 489,310 | $76.9M | 0.14% | −17,320−3.4% | Reduced |
| Susquehanna International Group, LLP | 496,117 | $78.0M | 0.13% | +35,985+7.8% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 500,000 | $78.6M | 1.39% | +500,000 | New |
| Manchester Capital Management LLC | 500,752 | $78.7M | 10.59% | +12,160+2.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 501,943 | $78.9M | 0.19% | −37,661−7.0% | Reduced |
| Morningstar Investment Services LLC | 503,261 | $79.2M | 0.45% | +250,263+98.9% | Added |
| Assenagon Asset Management S.A. | 506,379 | $79.6M | 0.24% | +161,270+46.7% | Added |
| Prudential Financial Inc | 526,435 | $82.0M | 0.12% | −111,850−17.5% | Reduced |
| Artisan Partners Limited Partnership | 546,115 | $85.9M | 0.13% | +546,115 | New |
| Janney Montgomery Scott LLC | 550,534 | $86.6M | 0.28% | −14,160−2.5% | Reduced |
| Korea Investment CORP | 566,544 | $89.1M | 0.23% | −38,899−6.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 577,500 | $90.8M | 0.19% | −131,600−18.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 589,892 | $92.7M | 0.27% | −6,345−1.1% | Reduced |
| Empower Advisory Group, LLC | 590,309 | $92.8M | 0.37% | +90,861+18.2% | Added |
| Manufacturers Life Insurance Company, The | 600,197 | $94.4M | 0.06% | +663+0.1% | Added |
| Sarasin & Partners LLP | 600,626 | $94.4M | 1.04% | +39,841+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 615,007 | $96.7M | 0.45% | +142,988+30.3% | Added |
| Hamlin Capital Management, LLC | 630,854 | $99.2M | 3.12% | +94,177+17.5% | Added |
| CI Private Wealth, LLC | 645,522 | $101.5M | 0.19% | +1,150+0.2% | Added |
| BBR Partners, LLC | 646,348 | $101.6M | 10.39% | +369+0.1% | Added |
| Voya Investment Management LLC | 657,168 | $103.3M | 0.11% | −3,414−0.5% | Reduced |
| Boston Trust Walden Corp | 673,677 | $105.9M | 0.80% | +5,006+0.7% | Added |
| Davenport & Co LLC | 679,204 | $106.8M | 0.74% | −6,497−0.9% | Reduced |
| Great West Life Assurance Co | 689,930 | $108.1M | 0.24% | +158,240+29.8% | Added |
| Citigroup Inc | 700,552 | $110.1M | 0.15% | −179,500−20.4% | Reduced |
| Baird Financial Group, Inc. | 710,369 | $111.7M | 0.25% | −8,694−1.2% | Reduced |
| Crawford Investment Counsel Inc | 718,052 | $112.9M | 2.26% | +36,380+5.3% | Added |
| Baillie Gifford & Co | 720,629 | $113.3M | 0.09% | −12,924−1.8% | Reduced |
| Coho Partners, Ltd. | 720,918 | $113.3M | 2.64% | −163,865−18.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 722,506 | $113.8M | 0.20% | +48,085+7.1% | Added |
| New York State Teachers Retirement System | 733,140 | $115.3M | 0.26% | −20,909−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 735,221 | $115.6M | 0.19% | −16,669−2.2% | Reduced |
| Victory Capital Management Inc | 739,792 | $116.3M | 0.12% | +8,101+1.1% | Added |
| State Board of Administration of Florida Retirement System | 739,988 | $116.3M | 0.24% | +29,567+4.2% | Added |
| Mariner, LLC | 754,969 | $118.7M | 0.28% | −93,500−11.0% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 755,089 | $118.7M | 0.28% | 00.0% | Unchanged |
| US Bancorp | 769,190 | $120.9M | 0.18% | −512,083−40.0% | Reduced |