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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 1,669 | $262.4K | 0.03% | −350−17.3% | Reduced |
| Advus Financial Partners, LLC | 1,672 | $262.9K | 0.09% | +286+20.6% | Added |
| Apexium Financial, LP | 1,677 | $263.7K | 0.02% | +1,677 | New |
| Forza Wealth Management, LLC | 1,683 | $264.6K | 0.15% | −374−18.2% | Reduced |
| Richwood Investment Advisors, LLC | 1,684 | $264.7K | 0.25% | −110−6.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,688 | $265.4K | 0.15% | −83−4.7% | Reduced |
| Peak Planning Group, LLC | 1,689 | $265.6K | 0.19% | +1+0.1% | Added |
| O'Rourke & Company, Inc | 1,695 | $266.0K | 0.17% | −423−20.0% | Reduced |
| Everpar Advisors LLC | 1,693 | $266.2K | 0.12% | +1,693 | New |
| Jefferies Financial Group Inc. | 1,700 | $267.3K | 0.00% | −84,103−98.0% | Reduced |
| Terry L. Blaker | 1,702 | $267.6K | 0.02% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,704 | $267.9K | 0.17% | +76+4.7% | Added |
| Prosperity Consulting Group, LLC | 1,708 | $268.5K | 0.09% | +1,708 | New |
| Knuff & Co LLC | 1,711 | $269.0K | 0.10% | −6,856−80.0% | Reduced |
| Plancorp, LLC | 1,712 | $269.1K | 0.01% | +191+12.6% | Added |
| Aspire Capital Advisors LLC | 1,715 | $269.7K | 0.11% | −14−0.8% | Reduced |
| Bray Capital Advisors | 1,721 | $270.6K | 0.07% | +9+0.5% | Added |
| MA Private Wealth | 1,731 | $272.2K | 0.06% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,731 | $272.2K | 0.09% | +89+5.4% | Added |
| First Trust Investment Solutions L.P. | 1,731 | $272.2K | 0.06% | +1,731 | New |
| LexAurum Advisors, LLC | 1,734 | $272.6K | 0.07% | +190+12.3% | Added |
| Tanglewood Legacy Advisors, LLC | 1,734 | $272.6K | 0.15% | −59−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,735 | $272.8K | 0.00% | −95,732−98.2% | Reduced |
| RMB Capital Management, LLC | 1,736 | $273.0K | 0.01% | −533−23.5% | Reduced |
| Lodestone Wealth Management LLC | 1,742 | $273.9K | 0.16% | +37+2.2% | Added |
| Castleview Partners, LLC | 1,746 | $274.5K | 0.19% | +69+4.1% | Added |
| Cahaba Wealth Management, Inc. | 1,758 | $276.4K | 0.03% | −95−5.1% | Reduced |
| Chilton Investment Co LLC | 1,764 | $277.4K | 0.01% | −906−33.9% | Reduced |
| Copperwynd Financial, LLC | 1,767 | $277.8K | 0.11% | +21+1.2% | Added |
| TNF LLC | 1,762 | $278.5K | 0.11% | −15−0.8% | Reduced |
| National Philanthropic Trust | 1,775 | $279.1K | 0.01% | +1,775 | New |
| Marshall Financial Group LLC | 1,777 | $279.4K | 0.09% | −64−3.5% | Reduced |
| Gimbal Financial | 1,785 | $280.7K | 0.28% | +1,785 | New |
| Somerset Trust Co | 1,788 | $281.1K | 0.12% | −457−20.4% | Reduced |
| Calamos Wealth Management LLC | 1,788 | $281.1K | 0.02% | +33+1.9% | Added |
| Platform Technology Partners | 1,910 | $281.6K | 0.11% | +53+2.9% | Added |
| Alpha Financial Partners, LLC | 1,792 | $281.7K | 0.28% | +202+12.7% | Added |
| Fulcrum Equity Management | 1,803 | $283.4K | 0.35% | −288−13.8% | Reduced |
| Fiducient Advisors LLC | 1,805 | $283.8K | 0.05% | +1,805 | New |
| Sittner & Nelson, LLC | 1,806 | $284.0K | 0.15% | −101−5.3% | Reduced |
| Legacy Edge Advisors, LLC | 1,806 | $284.0K | 0.06% | +1,806 | New |
| Drake & Associates, LLC | 1,828 | $287.4K | 0.12% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,833 | $288.2K | 0.18% | −187−9.3% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $288.5K | 0.10% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,839 | $289.1K | 0.19% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,847 | $290.4K | 0.15% | +494+36.5% | Added |
| Proficio Capital Partners LLC | 1,848 | $290.5K | 0.04% | −53−2.8% | Reduced |
| TRUE Private Wealth Advisors | 1,859 | $292.2K | 0.04% | −2−0.1% | Reduced |
| Wealth Management Associates, Inc. | 1,862 | $292.7K | 0.15% | +4+0.2% | Added |
| Leavell Investment Management, Inc. | 1,871 | $294.0K | 0.02% | −234−11.1% | Reduced |
| Tucker Asset Management LLC | 1,874 | $294.7K | 0.07% | +282+17.7% | Added |
| Optas, LLC | 1,878 | $295.3K | 0.09% | +110+6.2% | Added |
| Ambassador Advisors, LLC | 2,126 | $295.7K | 0.07% | +246+13.1% | Added |
| Evexia Wealth LLC | 2,098 | $297.6K | 0.13% | +225+12.0% | Added |
| Alta Advisers Ltd | 1,900 | $298.7K | 0.16% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,903 | $299.0K | 0.06% | −26−1.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,903 | $299.2K | 0.15% | +82+4.5% | Added |
| Investment Advisory Services Inc | 1,909 | $300.2K | 0.12% | −424−18.2% | Reduced |
| Onefund, LLC | 1,913 | $300.8K | 0.39% | +1,913 | New |
| Sound Income Strategies, LLC | 1,914 | $300.9K | 0.03% | +660+52.6% | Added |
| First City Capital Management, Inc. | 1,915 | $301.1K | 0.17% | −205−9.7% | Reduced |
| Opus Capital Group, LLC | 1,923 | $302.0K | 0.05% | −462−19.4% | Reduced |
| Certified Advisory Corp | 1,923 | $302.3K | 0.05% | −21,132−91.7% | Reduced |
| Strategy Asset Managers LLC | 1,927 | $302.9K | 0.07% | −316−14.1% | Reduced |
| Northeast Financial Group, Inc. | 1,929 | $303.3K | 0.15% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,943 | $305.0K | 0.09% | −15−0.8% | Reduced |
| Kodai Capital Management LP | 1,941 | $305.2K | 0.01% | +1,941 | New |
| McIlrath & Eck, LLC | 1,942 | $305.3K | 0.05% | +29+1.5% | Added |
| Vanguard Capital Wealth Advisors | 1,942 | $305.4K | 0.25% | −492−20.2% | Reduced |
| Cohen & Steers, Inc. | 1,949 | $306.0K | 0.00% | −245−11.2% | Reduced |
| West Bancorporation Inc | 1,947 | $306.1K | 0.20% | −40−2.0% | Reduced |
| Oak Asset Management, LLC | 1,951 | $306.8K | 0.12% | −100−4.9% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $307.4K | 0.20% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,964 | $308.8K | 0.21% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,967 | $309.3K | 0.02% | +287+17.1% | Added |
| Bank Ozk | 1,971 | $309.9K | 0.15% | +34+1.8% | Added |
| Holistic Planning, LLC | 1,975 | $310.5K | 0.26% | +1,975 | New |
| Spotlight Asset Group, Inc. | 1,994 | $310.8K | 0.28% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,979 | $311.2K | 0.02% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,983 | $311.8K | 0.41% | −736−27.1% | Reduced |
| Gilman Hill Asset Management, LLC | 1,983 | $311.8K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,982 | $312.0K | 0.05% | +575+40.9% | Added |
| N.E.W. Advisory Services LLC | 1,985 | $312.0K | 0.04% | −57−2.8% | Reduced |
| Gerber, LLC | 1,989 | $312.7K | 0.28% | +1,989 | New |
| GeoWealth Management, LLC | 1,996 | $313.0K | 0.03% | +1,996 | New |
| Sapient Capital LLC | 1,993 | $313.3K | 0.01% | +1,993 | New |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $313.7K | 0.08% | 00.0% | Unchanged |
| Skba Capital Management LLC | 2,000 | $314.5K | 0.05% | −550−21.6% | Reduced |
| GenTrust, LLC | 2,000 | $314.5K | 0.02% | −204−9.3% | Reduced |
| Caerus Investment Advisors, LLC | 2,000 | $314.5K | 0.30% | −6−0.3% | Reduced |
| Horan Securities, Inc. | 2,003 | $315.0K | 0.16% | +18+0.9% | Added |
| Rice Partnership, LLC | 2,008 | $315.7K | 0.08% | +8+0.4% | Added |
| Options Solutions, LLC | 2,010 | $316.0K | 0.34% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,012 | $316.3K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,013 | $316.5K | 0.01% | +106+5.6% | Added |
| Alera Investment Advisors, LLC | 2,026 | $318.6K | 0.04% | −43−2.1% | Reduced |
| Exchange Bank | 2,028 | $318.9K | 0.28% | −167−7.6% | Reduced |
| Perennial Investment Advisors, LLC | 2,032 | $319.6K | 0.05% | −361−15.1% | Reduced |
| Ausdal Financial Partners, Inc. | 2,036 | $320.1K | 0.04% | −747−26.8% | Reduced |
| Howe & Rusling Inc | 2,038 | $320.4K | 0.03% | +6+0.3% | Added |