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.
| 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 681 | $107.1K | 0.03% | −4,610−87.1% | Reduced |
| Eagle Bay Advisors LLC | 691 | $108.6K | 0.07% | −397−36.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 707 | $111.2K | 0.06% | +2+0.3% | Added |
| JJJ Advisors Inc. | 710 | $111.6K | 0.03% | +188+36.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 710 | $111.7K | 0.00% | +710 | New |
| Accent Capital Management, LLC | 770 | $121.1K | 0.10% | +770 | New |
| American Capital Advisory, LLC | 774 | $121.7K | 0.09% | +774 | New |
| Institutional & Family Asset Management, LLC | 779 | $122.4K | 0.02% | +44+6.0% | Added |
| Webster Bank, N. A. | 783 | $123.1K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 785 | $123.5K | 0.09% | −10−1.3% | Reduced |
| Louisbourg Investments Inc. | 790 | $124.2K | 0.04% | +790 | New |
| Rational Advisors LLC | 798 | $125.5K | 0.01% | −883−52.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 809 | $127.2K | 0.12% | +809 | New |
| MCF Advisors LLC | 817 | $128.4K | 0.01% | +245+42.8% | Added |
| First Pacific Financial | 840 | $132.1K | 0.04% | −50−5.6% | Reduced |
| Lee Financial Co | 852 | $134.0K | 0.02% | +7+0.8% | Added |
| Pinnacle Holdings, LLC | 863 | $135.7K | 0.06% | −41−4.5% | Reduced |
| Toth Financial Advisory Corp | 868 | $136.4K | 0.02% | −16−1.8% | Reduced |
| RFP Financial Group LLC | 876 | $137.7K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 892 | $140.3K | 0.02% | +184+26.0% | Added |
| Edmond de Rothschild Holding S.A. | 900 | $141.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 900 | $141.5K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 909 | $142.9K | 0.07% | −139−13.3% | Reduced |
| Resurgent Financial Advisors LLC | 916 | $144.0K | 0.09% | −204−18.2% | Reduced |
| Westside Investment Management, Inc. | 917 | $144.2K | 0.04% | −29−3.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $144.2K | 0.05% | 00.0% | Unchanged |
| U S Global Investors Inc | 932 | $146.5K | 0.01% | +272+41.2% | Added |
| Davis Capital Management | 960 | $150.9K | 0.14% | +960 | New |
| Greenwood Gearhart Inc | 965 | $151.7K | 0.02% | +965 | New |
| Key Financial Inc | 977 | $153.6K | 0.04% | −334−25.5% | Reduced |
| Covestor Ltd | 982 | $154.0K | 0.11% | +78+8.6% | Added |
| AJOVista, LLC | 990 | $155.7K | 0.20% | +990 | New |
| Caas Capital Management LP | 1,000 | $157.2K | 0.15% | +1,000 | New |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $158.3K | 0.04% | +1,007 | New |
| CNB Bank | 1,017 | $159.9K | 0.09% | −157−13.4% | Reduced |
| Asset Dedication, LLC | 1,010 | $160.0K | 0.01% | +9+0.9% | Added |
| Clean Yield Group | 1,021 | $160.5K | 0.07% | 00.0% | Unchanged |
| Union Savings Bank | 1,037 | $163.0K | 0.09% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $165.1K | 0.10% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,060 | $166.7K | 0.01% | +557+110.7% | Added |
| Transcendent Capital Group LLC | 1,062 | $167.0K | 0.11% | +1,062 | New |
| Planned Solutions, Inc. | 1,070 | $168.2K | 0.08% | +1,070 | New |
| McGlone Suttner Wealth Management, Inc. | 1,072 | $168.6K | 0.03% | +1,072 | New |
| AdvisorNet Financial, Inc | 1,097 | $172.5K | 0.02% | −497−31.2% | Reduced |
| Beacon Capital Management, LLC | 1,113 | $173.5K | 0.05% | +136+13.9% | Added |
| First PREMIER Bank | 1,118 | $176.0K | 0.05% | −25−2.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,125 | $176.9K | 0.08% | +382+51.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,119 | $177.0K | 0.12% | −390−25.8% | Reduced |
| Addison Advisors LLC | 1,151 | $181.0K | 0.07% | +727+171.5% | Added |
| Atlantic Trust, LLC | 1,158 | $182.0K | 0.05% | −6−0.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,163 | $183.0K | 0.03% | −42−3.5% | Reduced |
| West Branch Capital LLC | 1,169 | $183.8K | 0.09% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,180 | $185.5K | 0.03% | +121+11.4% | Added |
| Trust Co | 1,199 | $188.5K | 0.02% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,203 | $189.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,206 | $189.6K | 0.17% | +1,206 | New |
| Baystate Wealth Management LLC | 1,211 | $190.5K | 0.01% | −2−0.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,217 | $191.3K | 0.02% | +206+20.4% | Added |
| Sugarloaf Wealth Management, LLC | 1,228 | $193.1K | 0.05% | −151−10.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,255 | $197.3K | 0.08% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,264 | $198.7K | 0.10% | −16−1.3% | Reduced |
| Quent Capital, LLC | 1,267 | $199.2K | 0.03% | +446+54.3% | Added |
| West Family Investments, Inc. | 1,274 | $200.3K | 0.07% | −22−1.7% | Reduced |
| Keystone Wealth Services, LLC | 1,276 | $200.6K | 0.07% | +1,276 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,275 | $200.6K | 0.01% | +38+3.1% | Added |
| Larson Financial Group LLC | 1,278 | $200.9K | 0.02% | +100+8.5% | Added |
| Lifestyle Asset Management, Inc. | 1,284 | $201.9K | 0.11% | −113−8.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,284 | $201.9K | 0.04% | +1,284 | New |
| Abacus Planning Group, Inc. | 1,285 | $202.0K | 0.04% | −149−10.4% | Reduced |
| Vigilare Wealth Management | 1,285 | $202.0K | 0.10% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,286 | $202.2K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,291 | $203.0K | 0.03% | −563−30.4% | Reduced |
| Auxano Advisors, LLC | 1,295 | $203.6K | 0.07% | −51−3.8% | Reduced |
| Wealth Effects LLC | 1,300 | $204.4K | 0.08% | −58−4.3% | Reduced |
| EPG Wealth Management LLC | 1,411 | $204.5K | 0.05% | +5+0.4% | Added |
| Selective Wealth Management, Inc. | 1,304 | $204.7K | 0.10% | −178−12.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,302 | $204.7K | 0.06% | −302−18.8% | Reduced |
| Aua Capital Management, LLC | 1,303 | $204.9K | 0.13% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,305 | $205.0K | 0.02% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,305 | $205.2K | 0.04% | +1,305 | New |
| Derbend Asset Management | 1,305 | $205.2K | 0.12% | +13+1.0% | Added |
| HHM Wealth Advisors, LLC | 1,313 | $206.4K | 0.04% | +220+20.1% | Added |
| Essex LLC | 1,318 | $207.2K | 0.05% | +1+0.1% | Added |
| Ethos Financial Group, LLC | 1,323 | $208.0K | 0.04% | +1,323 | New |
| Roman Butler Fullerton & Co | 1,311 | $208.8K | 0.08% | +9+0.7% | Added |
| Brandywine Oak Private Wealth LLC | 1,328 | $208.9K | 0.02% | −103−7.2% | Reduced |
| Blueprint Investment Partners LLC | 1,328 | $208.9K | 0.06% | +1,328 | New |
| Osborne Partners Capital Management, LLC | 1,329 | $209.0K | 0.01% | −10−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,330 | $209.1K | 0.07% | +30+2.3% | Added |
| Quantum Financial Advisors, LLC | 1,330 | $209.1K | 0.05% | −345−20.6% | Reduced |
| Hudock, Inc. | 1,333 | $209.6K | 0.04% | +8+0.6% | Added |
| Oak Hill Wealth Advisors, LLC | 1,333 | $209.7K | 0.07% | −50−3.6% | Reduced |
| Bellevue Asset Management, LLC | 1,336 | $210.1K | 0.19% | −222−14.2% | Reduced |
| Nilsine Partners, LLC | 1,337 | $210.2K | 0.03% | −7,571−85.0% | Reduced |
| Shufro Rose & Co LLC | 1,350 | $210.4K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,340 | $210.7K | 0.01% | +1,340 | New |
| Bond & Devick Financial Network, Inc. | 1,341 | $210.8K | 0.12% | +1,341 | New |
| Regents of the University of California | 1,350 | $212.3K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,366 | $214.8K | 0.04% | −153−10.1% | Reduced |
| LWM Advisory Services, LLC | 1,368 | $215.1K | 0.19% | 00.0% | Unchanged |