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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 1,369 | $215.3K | 0.02% | +1,369 | New |
| Greenwood Capital Associates LLC | 1,369 | $215.3K | 0.03% | +1,369 | New |
| Sunburst Financial Group, LLC | 1,380 | $217.0K | 0.07% | −215−13.5% | Reduced |
| Bluesphere Advisors, LLC | 1,381 | $217.1K | 0.13% | +1,381 | New |
| Fulcrum Capital LLC | 1,383 | $217.4K | 0.06% | +1,383 | New |
| Aveo Capital Partners, LLC | 1,384 | $217.6K | 0.03% | +1,384 | New |
| Trust Co of Kansas | 1,385 | $218.0K | 0.12% | −40−2.8% | Reduced |
| Chartwell Investment Partners, LLC | 1,387 | $218.0K | 0.01% | +2+0.1% | Added |
| Perfromance Wealth Partners, LLC | 1,392 | $218.9K | 0.01% | +12+0.9% | Added |
| Wintrust Investments LLC | 1,394 | $219.0K | 0.02% | −144−9.4% | Reduced |
| Catalina Capital Group, LLC | 1,394 | $219.1K | 0.17% | +1,394 | New |
| Payden & Rygel | 1,400 | $220.0K | 0.02% | −63,810−97.9% | Reduced |
| German American Bancorp, Inc. | 1,400 | $220.1K | 0.03% | −64−4.4% | Reduced |
| Fort Sheridan Advisors LLC | 1,400 | $220.1K | 0.04% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,400 | $220.1K | 0.11% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,408 | $221.4K | 0.06% | +39+2.8% | Added |
| Diversified, LLC | 1,410 | $221.7K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,422 | $223.5K | 0.14% | −46−3.1% | Reduced |
| Aire Advisors, LLC | 1,416 | $223.5K | 0.06% | +2+0.1% | Added |
| Journey Advisory Group, LLC | 1,423 | $223.7K | 0.03% | +1+0.1% | Added |
| Wedge Capital Management L L P | 1,424 | $223.9K | 0.00% | +80+6.0% | Added |
| FourThought Financial Partners, LLC | 1,430 | $224.8K | 0.03% | −43−2.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,433 | $225.3K | 0.17% | −3−0.2% | Reduced |
| Harvey Investment Co LLC | 1,438 | $226.0K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,441 | $226.5K | 0.08% | −3,931−73.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,446 | $227.0K | 0.02% | −25−1.7% | Reduced |
| Trinity Financial Advisors LLC | 1,445 | $227.2K | 0.11% | −62−4.1% | Reduced |
| Wellington Wealth Strategies, LLC. | 1,448 | $227.7K | 0.20% | +1,448 | New |
| Prosperity Wealth Management, Inc. | 1,451 | $228.1K | 0.15% | +1,451 | New |
| Embree Financial Group | 1,452 | $228.3K | 0.05% | +1,452 | New |
| Tower Wealth Partners, Inc. | 1,454 | $228.6K | 0.16% | −1,676−53.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,461 | $229.7K | 0.03% | +112+8.3% | Added |
| Bedel Financial Consulting, Inc. | 1,462 | $229.9K | 0.04% | +62+4.4% | Added |
| Arrow Financial Corp | 1,463 | $230.0K | 0.02% | −2,289−61.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,466 | $230.5K | 0.02% | −7,410−83.5% | Reduced |
| CIC Wealth, LLC | 1,466 | $230.5K | 0.07% | −299−16.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,468 | $230.8K | 0.02% | +47+3.3% | Added |
| Convergence Investment Partners, LLC | 1,467 | $231.0K | 0.12% | −39−2.6% | Reduced |
| Arcataur Capital Management LLC | 1,473 | $231.6K | 0.09% | −5−0.3% | Reduced |
| Members Capital Advisors Inc | 1,481 | $232.9K | 0.67% | −6,700−81.9% | Reduced |
| Balboa Wealth Partners | 1,487 | $233.8K | 0.08% | −674−31.2% | Reduced |
| Gill Capital Partners, LLC | 1,361 | $234.5K | 0.10% | +1,361 | New |
| Maxwell Wealth Strategies Inc. | 1,493 | $234.7K | 0.15% | +1,493 | New |
| PFG Advisors | 1,499 | $235.6K | 0.02% | −195−11.5% | Reduced |
| New Republic Capital, LLC | 1,499 | $235.7K | 0.17% | −210−12.3% | Reduced |
| Rbo & Co LLC | 1,500 | $235.8K | 0.04% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,504 | $236.5K | 0.02% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,506 | $236.8K | 0.09% | +100+7.1% | Added |
| Hall Laurie J Trustee | 1,510 | $237.0K | 0.09% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 1,511 | $237.6K | 0.02% | −21−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,514 | $238.0K | 0.11% | +4+0.3% | Added |
| Sage Rhino Capital LLC | 1,520 | $239.0K | 0.06% | −19−1.2% | Reduced |
| NovaPoint Capital, LLC | 1,524 | $239.6K | 0.09% | +9+0.6% | Added |
| Grey Street Capital, LLC | 1,532 | $240.9K | 0.11% | −81−5.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,536 | $241.5K | 0.07% | −1,296−45.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,536 | $241.5K | 0.22% | −130−7.8% | Reduced |
| Kercheville Advisors, LLC | 1,537 | $241.6K | 0.14% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,536 | $242.0K | 0.03% | +35+2.3% | Added |
| 180 Wealth Advisors, LLC | 1,530 | $242.3K | 0.05% | −60−3.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,527 | $243.3K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,548 | $243.5K | 0.17% | +304+24.4% | Added |
| Pacific Sage Partners, LLC | 1,551 | $243.8K | 0.07% | +2+0.1% | Added |
| Coyle Financial Counsel LLC | 1,551 | $243.9K | 0.09% | +6+0.4% | Added |
| MN Wealth Advisors, LLC | 1,558 | $245.1K | 0.17% | +1,558 | New |
| Wellington Shields Capital Management, LLC | 1,562 | $245.6K | 0.03% | −216−12.1% | Reduced |
| Broadwater Capital Management LLC | 1,565 | $246.1K | 0.19% | +1,565 | New |
| Thrive Capital Management, LLC | 1,566 | $246.2K | 0.13% | −392−20.0% | Reduced |
| Alaska Permanent Fund Corp | 1,583 | $248.9K | 0.00% | −2,429−60.5% | Reduced |
| Creative Financial Designs Inc | 1,583 | $248.9K | 0.03% | +1+0.1% | Added |
| Boltwood Capital Management | 1,585 | $249.2K | 0.08% | +10+0.6% | Added |
| Advisory Alpha, LLC | 1,586 | $249.4K | 0.01% | +264+20.0% | Added |
| Staley Capital Advisers Inc | 1,590 | $250.0K | 0.01% | −314−16.5% | Reduced |
| Security National Bank of So Dak | 1,591 | $250.2K | 0.16% | −72−4.3% | Reduced |
| Titleist Asset Management, LLC | 1,597 | $251.1K | 0.05% | +1,597 | New |
| Schrum Private Wealth Management LLC | 1,599 | $251.4K | 0.36% | −306−16.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,602 | $251.9K | 0.17% | −550−25.6% | Reduced |
| HFR Wealth Management, LLC | 1,600 | $252.0K | 0.07% | −170−9.6% | Reduced |
| Accel Wealth Management | 1,605 | $252.4K | 0.13% | +45+2.9% | Added |
| Kathmere Capital Management, LLC | 1,607 | $252.7K | 0.03% | +1,607 | New |
| Means Investment Co., Inc. | 1,610 | $253.2K | 0.04% | +124+8.3% | Added |
| Latitude Advisors, LLC | 1,614 | $253.7K | 0.18% | −385−19.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,614 | $254.0K | 0.09% | −265−14.1% | Reduced |
| SFMG, LLC | 1,622 | $255.0K | 0.02% | −968−37.4% | Reduced |
| Braun-Bostich & Associates Inc. | 1,622 | $255.0K | 0.23% | +1,622 | New |
| Wellington Shields & Co., LLC | 1,625 | $255.5K | 0.09% | −80−4.7% | Reduced |
| St Germain D J Co Inc | 1,627 | $255.8K | 0.01% | +150+10.2% | Added |
| Aviso Wealth Management | 1,628 | $255.9K | 0.19% | +1,628 | New |
| M. Kraus & Co | 1,634 | $256.9K | 0.08% | −50−3.0% | Reduced |
| Fort, L.P. | 1,634 | $256.9K | 0.64% | −12−0.7% | Reduced |
| Barlow Wealth Partners, Inc. | 1,638 | $257.5K | 0.04% | +1,638 | New |
| Vestor Capital, LLC | 1,642 | $258.0K | 0.02% | −63−3.7% | Reduced |
| Atomi Financial Group, Inc. | 1,644 | $258.4K | 0.04% | +1,644 | New |
| LBMC Investment Advisors, LLC | 1,649 | $259.2K | 0.02% | +230+16.2% | Added |
| Salomon & Ludwin, LLC | 1,666 | $259.7K | 0.03% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,657 | $260.5K | 0.07% | −290−14.9% | Reduced |
| Sierra Summit Advisors LLC | 1,659 | $260.8K | 0.08% | +1,659 | New |
| Integrity Wealth Solutions LLC | 1,660 | $261.0K | 0.18% | +1,660 | New |
| HFG Advisors, Inc. | 1,661 | $261.2K | 0.25% | +1,661 | New |
| Keel Point, LLC | 1,663 | $261.5K | 0.03% | −5−0.3% | Reduced |
| Centurion Wealth Management LLC | 1,667 | $262.1K | 0.11% | +43+2.6% | Added |