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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 2,043 | $321.0K | 0.09% | −20−1.0% | Reduced |
| Texas Capital Bancshares Inc | 2,044 | $321.4K | 0.17% | +8+0.4% | Added |
| Benedict Financial Advisors Inc | 2,044 | $321.4K | 0.09% | +12+0.6% | Added |
| Red Wave Investments LLC | 2,053 | $322.8K | 0.13% | +17+0.8% | Added |
| Meadow Creek Wealth Advisors LLC | 2,058 | $323.6K | 0.31% | +2,058 | New |
| Creekmur Asset Management LLC | 2,058 | $323.6K | 0.10% | +2,058 | New |
| Detalus Advisors, LLC | 2,059 | $323.7K | 0.13% | −29−1.4% | Reduced |
| Ariston Services Group | 2,070 | $325.5K | 0.32% | +2,070 | New |
| Smithfield Trust Co | 2,082 | $327.0K | 0.02% | −54−2.5% | Reduced |
| Mascoma Wealth Management LLC | 2,081 | $327.3K | 0.10% | −747−26.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,085 | $327.8K | 0.01% | −25,575−92.5% | Reduced |
| Acorn Creek Capital LLC | 2,088 | $328.3K | 0.15% | +2,088 | New |
| Allen Capital Group, LLC | 2,091 | $328.8K | 0.05% | −341−14.0% | Reduced |
| Lane & Associates LLC | 2,097 | $329.7K | 0.24% | −134−6.0% | Reduced |
| CoreFirst Bank & Trust | 2,107 | $331.3K | 0.22% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,134 | $335.5K | 0.30% | −67−3.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,175 | $342.0K | 0.14% | +31+1.4% | Added |
| FLC Capital Advisors | 2,178 | $342.4K | 0.09% | +387+21.6% | Added |
| Curi Capital | 2,179 | $342.6K | 0.05% | −3−0.1% | Reduced |
| Gsa Capital Partners LLP | 2,179 | $343.0K | 0.03% | +2,179 | New |
| Pictet & Cie (Europe) SA | 2,182 | $343.1K | 0.01% | −236−9.8% | Reduced |
| Bank of Nova Scotia Trust Co | 2,191 | $344.5K | 0.04% | +10.0% | Added |
| Secure Asset Management, LLC | 2,196 | $345.2K | 0.09% | +24+1.1% | Added |
| Carmichael Hill & Associates, Inc. | 2,197 | $345.5K | 0.15% | +404+22.5% | Added |
| Buffington Mohr McNeal | 2,198 | $345.6K | 0.07% | +147+7.2% | Added |
| Clough Capital Partners L P | 2,200 | $345.9K | 0.04% | −500−18.5% | Reduced |
| Hancock Whitney Corp | 2,204 | $346.5K | 0.01% | −142−6.1% | Reduced |
| Ancora Advisors, LLC | 2,204 | $346.6K | 0.01% | −518−19.0% | Reduced |
| Walker Financial Services, Inc. | 2,108 | $346.8K | 0.36% | +2+0.1% | Added |
| Bill Few Associates, Inc. | 2,207 | $347.0K | 0.16% | +14+0.6% | Added |
| Avestar Capital, LLC | 2,210 | $347.5K | 0.04% | +518+30.6% | Added |
| Lifeworks Advisors, LLC | 2,217 | $348.5K | 0.12% | −1,152−34.2% | Reduced |
| Traphagen Investment Advisors LLC | 2,219 | $348.9K | 0.04% | +2+0.1% | Added |
| Allstate Corp | 2,224 | $349.7K | 0.02% | −256−10.3% | Reduced |
| US Asset Management LLC | 2,245 | $353.0K | 0.35% | +2,245 | New |
| Lyell Wealth Management, LP | 2,263 | $355.8K | 0.04% | −46−2.0% | Reduced |
| Beaton Management Co. Inc. | 2,267 | $356.0K | 0.21% | +200+9.7% | Added |
| GW Henssler & Associates Ltd | 2,265 | $356.1K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,268 | $356.6K | 0.01% | −390−14.7% | Reduced |
| Moreno Evelyn V | 2,270 | $356.9K | 0.17% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,290 | $357.0K | 0.04% | +2,290 | New |
| Verity Asset Management, Inc. | 2,272 | $357.2K | 0.23% | +716+46.0% | Added |
| Optimist Retirement Group LLC | 2,277 | $358.0K | 0.23% | +2,277 | New |
| 3Chopt Investment Partners, LLC | 2,284 | $359.1K | 0.13% | +2,284 | New |
| Aries Wealth Management | 2,296 | $361.0K | 0.13% | −5−0.2% | Reduced |
| Great Diamond Partners, LLC | 2,299 | $361.5K | 0.09% | −20−0.9% | Reduced |
| L2 Asset Management, LLC | 2,302 | $361.9K | 0.15% | +2,003+669.9% | Added |
| Relyea Zuckerberg Hanson LLC | 2,311 | $363.3K | 0.07% | +2,311 | New |
| 360 Financial, Inc. | 2,311 | $363.4K | 0.16% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,317 | $364.3K | 0.32% | +137+6.3% | Added |
| Founders Capital Management | 2,325 | $365.6K | 0.27% | 00.0% | Unchanged |
| Etfidea, LLC | 2,335 | $367.1K | 0.14% | +10.0% | Added |
| Winthrop Advisory Group LLC | 2,344 | $368.5K | 0.06% | +4+0.2% | Added |
| Coastline Trust Co | 2,363 | $371.5K | 0.05% | −1,313−35.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,368 | $372.4K | 0.07% | −37−1.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,372 | $372.9K | 0.14% | +675+39.8% | Added |
| Reynders McVeigh Capital Management, LLC | 2,371 | $373.0K | 0.02% | −454−16.1% | Reduced |
| Vertex Planning Partners, LLC | 2,373 | $373.1K | 0.11% | −113−4.5% | Reduced |
| CVA Family Office, LLC | 2,374 | $373.3K | 0.07% | +331+16.2% | Added |
| AlphaMark Advisors, LLC | 2,381 | $374.0K | 0.14% | +308+14.9% | Added |
| Global Trust Asset Management, LLC | 2,381 | $374.4K | 0.16% | −200−7.7% | Reduced |
| Priebe Wealth Holdings LLC | 2,383 | $374.6K | 0.31% | +2,383 | New |
| Cambridge Trust Co | 2,401 | $377.5K | 0.02% | +273+12.8% | Added |
| Patten Group, Inc. | 2,402 | $377.7K | 0.10% | −803−25.1% | Reduced |
| Sargent Investment Group, LLC | 2,406 | $378.3K | 0.08% | +45+1.9% | Added |
| Sharp Financial Services, LLC | 2,407 | $378.5K | 0.41% | +2,407 | New |
| Nicolet Bankshares Inc | 2,412 | $379.2K | 0.10% | +25+1.0% | Added |
| waypoint wealth counsel | 2,420 | $380.5K | 0.32% | −308−11.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,423 | $381.0K | 0.08% | +272+12.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,420 | $381.0K | 0.17% | +1,870+340.0% | Added |
| Flagship Harbor Advisors, LLC | 2,424 | $381.1K | 0.03% | −42−1.7% | Reduced |
| Hoylecohen, LLC | 2,424 | $381.1K | 0.03% | −300−11.0% | Reduced |
| Old Mission Investment Co LLC | 2,425 | $381.3K | 0.13% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,428 | $381.8K | 0.12% | +2+0.1% | Added |
| Chaney Capital Management, Inc. | 2,430 | $382.1K | 0.34% | +2,430 | New |
| New Hampshire Trust | 2,433 | $382.5K | 0.09% | −51−2.1% | Reduced |
| Claro Advisors LLC | 2,444 | $384.3K | 0.08% | −810−24.9% | Reduced |
| Sachetta, LLC | 2,452 | $385.6K | 0.18% | +2,452 | New |
| Prestige Wealth Management Group LLC | 2,462 | $387.1K | 0.09% | −414−14.4% | Reduced |
| Simplicity Wealth,LLC | 2,474 | $389.0K | 0.15% | +679+37.8% | Added |
| Heartwood Wealth Advisors LLC | 2,481 | $390.1K | 0.05% | −100−3.9% | Reduced |
| Cornerstone Wealth Group, LLC | 2,487 | $391.0K | 0.06% | +23+0.9% | Added |
| Stuart Chaussee & Associates, Inc. | 2,487 | $391.0K | 0.11% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,488 | $391.1K | 0.10% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,496 | $392.4K | 0.03% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,499 | $393.0K | 0.18% | −70−2.7% | Reduced |
| Busey Wealth Management | 2,504 | $393.7K | 0.02% | −15−0.6% | Reduced |
| Sunpointe, LLC | 2,507 | $394.2K | 0.50% | +2,507 | New |
| NCM Capital Management, LLC | 2,525 | $397.0K | 0.24% | −102−3.9% | Reduced |
| Fortitude Family Office, LLC | 2,528 | $397.5K | 0.30% | +2,528 | New |
| Grandview Asset Management LLC | 2,530 | $398.0K | 0.21% | −66−2.5% | Reduced |
| Strategic Wealth Designers | 2,542 | $399.7K | 0.06% | −663−20.7% | Reduced |
| Verus Capital Partners, LLC | 2,542 | $399.7K | 0.05% | −146−5.4% | Reduced |
| Childress Capital Advisors, LLC | 2,545 | $400.1K | 0.12% | −302−10.6% | Reduced |
| Sollinda Capital Management LLC | 2,545 | $400.1K | 0.11% | +2,545 | New |
| Spirit of America Management Corp | 2,550 | $400.9K | 0.09% | +100+4.1% | Added |
| Oxford Asset Management LLP | 2,552 | $401.3K | 0.61% | +2,552 | New |
| Austin Asset Management Co Inc | 2,555 | $401.8K | 0.11% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 2,568 | $403.8K | 0.29% | −101−3.8% | Reduced |
| Delta Financial Advisors LLC | 2,580 | $405.6K | 0.18% | −22−0.8% | Reduced |