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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 784,749 | $123.4M | 8.75% | 00.0% | Unchanged |
| Capital Research Global Investors | 803,177 | $126.3M | 0.03% | −3,786,503−82.5% | Reduced |
| Principal Financial Group Inc | 866,069 | $136.2M | 0.09% | −8,405−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 872,489 | $137.2M | 5.34% | −740−0.1% | Reduced |
| Merit Financial Group, LLC | 881,544 | $138.6M | 4.22% | −9,362−1.1% | Reduced |
| Alliancebernstein L.P. | 902,908 | $142.0M | 0.05% | +85,178+10.4% | Added |
| Bahl & Gaynor Inc | 924,645 | $145.4M | 0.87% | −176,672−16.0% | Reduced |
| New York State Common Retirement Fund | 980,536 | $154.2M | 0.21% | −77,408−7.3% | Reduced |
| HSBC Holdings PLC | 981,013 | $154.2M | 0.14% | −178,393−15.4% | Reduced |
| Haverford Trust Co | 985,224 | $154.9M | 1.72% | +193,801+24.5% | Added |
| Nordea Investment Management AB | 993,736 | $156.2M | 0.20% | +182,630+22.5% | Added |
| National Pension Service | 1,129,881 | $177.7M | 0.25% | +20,760+1.9% | Added |
| HighTower Advisors, LLC | 1,148,437 | $180.6M | 0.30% | −81,967−6.7% | Reduced |
| California State Teachers Retirement System | 1,150,253 | $180.9M | 0.25% | −1320.0% | Reduced |
| LPL Financial LLC | 1,172,146 | $184.3M | 0.11% | +82,260+7.5% | Added |
| Bank of Montreal | 1,086,536 | $196.7M | 0.11% | +206,395+23.5% | Added |
| Thrivent Financial for Lutherans | 1,272,143 | $200.0M | 0.44% | +615,355+93.7% | Added |
| Massachusetts Financial Services Co | 1,298,895 | $204.2M | 0.07% | −81,851−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,354,705 | $213.0M | 0.17% | −42,239−3.0% | Reduced |
| Rhumbline Advisers | 1,377,055 | $216.5M | 0.23% | −12,524−0.9% | Reduced |
| Stifel Financial Corp | 1,378,974 | $216.8M | 0.27% | +61,819+4.7% | Added |
| Capital International Investors | 1,495,975 | $235.2M | 0.05% | −2100.0% | Reduced |
| Credit Suisse AG | 1,541,644 | $242.4M | 0.24% | −131,818−7.9% | Reduced |
| Truist Financial Corp | 1,559,603 | $245.2M | 0.39% | −8,641−0.6% | Reduced |
| London Co of Virginia | 1,606,613 | $252.6M | 1.42% | −130,687−7.5% | Reduced |
| First Trust Advisors LP | 1,717,391 | $270.0M | 0.29% | +1,160,005+208.1% | Added |
| Citadel Advisors LLC | 1,721,237 | $270.6M | 0.27% | +861,299+100.2% | Added |
| FineMark National Bank & Trust | 1,730,642 | $272.1M | 11.13% | −8,511−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,787,675 | $281.1M | 0.21% | −85,446−4.6% | Reduced |
| Federated Hermes, Inc. | 1,905,790 | $299.6M | 0.74% | −52,002−2.7% | Reduced |
| Envestnet Asset Management Inc | 1,938,044 | $304.7M | 0.13% | −88,211−4.4% | Reduced |
| Deutsche Bank AG | 2,087,390 | $328.2M | 0.17% | +304,850+17.1% | Added |
| Barclays PLC | 2,240,351 | $352.3M | 0.18% | +326,667+17.1% | Added |
| California Public Employees Retirement System | 2,259,955 | $355.3M | 0.27% | −55,461−2.4% | Reduced |
| Swiss National Bank | 2,261,700 | $355.6M | 0.26% | −69,500−3.0% | Reduced |
| Raymond James & Associates | 2,591,977 | $407.5M | 0.30% | −63,195−2.4% | Reduced |
| Amundi | 2,705,137 | $432.0M | 0.19% | +355,318+15.1% | Added |
| Capital World Investors | 2,747,986 | $432.1M | 0.08% | −950,103−25.7% | Reduced |
| Primecap Management Co | 2,897,291 | $455.5M | 0.36% | −17,100−0.6% | Reduced |
| American Century Companies Inc | 3,182,600 | $500.4M | 0.34% | +749,513+30.8% | Added |
| Royal Bank of Canada | 3,225,618 | $507.2M | 0.13% | +519,459+19.2% | Added |
| Janus Henderson Group PLC | 3,553,252 | $558.7M | 0.33% | −708,008−16.6% | Reduced |
| Dimensional Fund Advisors LP | 3,676,441 | $578.1M | 0.17% | +200,297+5.8% | Added |
| Nuveen Asset Management, LLC | 3,701,312 | $582.0M | 0.19% | +27,588+0.8% | Added |
| Price T Rowe Associates Inc | 4,012,521 | $630.9M | 0.08% | −320,059−7.4% | Reduced |
| UBS Asset Management Americas Inc | 4,126,925 | $648.9M | 0.26% | +415,289+11.2% | Added |
| Legal & General Group Plc | 4,524,426 | $711.4M | 0.22% | +210,642+4.9% | Added |
| UBS Group AG | 4,686,378 | $736.8M | 0.30% | −217,306−4.4% | Reduced |
| Goldman Sachs Group Inc | 4,762,662 | $748.8M | 0.16% | +686,585+16.8% | Added |
| Invesco Ltd. | 5,860,179 | $921.4M | 0.22% | −426,228−6.8% | Reduced |
| Clearbridge Investments, LLC | 6,265,058 | $985.1M | 0.85% | +470,053+8.1% | Added |
| Bank of New York Mellon Corp | 6,704,530 | $1.05B | 0.21% | +247,936+3.8% | Added |
| Wells Fargo & Company | 6,891,794 | $1.08B | 0.31% | −476,464−6.5% | Reduced |
| Norges Bank | 7,176,251 | $1.13B | 0.20% | −114,471−1.6% | Reduced |
| Morgan Stanley | 7,333,283 | $1.15B | 0.10% | +784,321+12.0% | Added |
| Northern Trust Corp | 7,738,913 | $1.22B | 0.22% | −673,076−8.0% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 8,199,127 | $1.29B | 4.72% | +1,538,643+23.1% | Added |
| Ameriprise Financial Inc | 8,887,676 | $1.40B | 0.42% | +1,302,631+17.2% | Added |
| Franklin Resources Inc | 9,607,055 | $1.51B | 0.71% | +980,317+11.4% | Added |
| FMR LLC | 9,695,440 | $1.52B | 0.12% | −1,381,531−12.5% | Reduced |
| Bank of America Corp | 12,837,770 | $2.02B | 0.23% | −768,157−5.6% | Reduced |
| Geode Capital Management, LLC | 14,139,812 | $2.22B | 0.23% | +300,374+2.2% | Added |
| Charles Schwab Investment Management Inc | 15,829,304 | $2.47B | 0.63% | −60,266−0.4% | Reduced |
| Wellington Management Group LLP | 18,152,900 | $2.85B | 0.53% | +8,475,698+87.6% | Added |
| JPMorgan Chase & Co | 25,519,013 | $4.01B | 0.41% | +2,614,128+11.4% | Added |
| State Street Corp | 28,198,202 | $4.43B | 0.22% | +435,381+1.6% | Added |
| BlackRock Inc. | 54,284,779 | $8.54B | 0.22% | −254,054−0.5% | Reduced |
| Vanguard Group Inc | 67,218,714 | $10.6B | 0.23% | +178,394+0.3% | Added |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −394,472−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −348,152−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −332,687−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −135,838−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −120,922−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −75,411−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −71,070−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −69,962−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −68,206−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −66,869−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −65,199−100.0% | Sold out |
| LVM Capital Management Ltd | 0 | $0 | 0.00% | −62,465−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −57,478−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −43,973−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −40,135−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −35,832−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −30,727−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,553−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −25,504−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −16,839−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −15,516−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,046−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −12,966−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,833−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,780−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,709−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,095−100.0% | Sold out |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −12,546−100.0% | Sold out |