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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 2,577 | $405.8K | 0.07% | −330−11.4% | Reduced |
| Steel Peak Wealth Management LLC | 2,581 | $405.8K | 0.02% | +440+20.6% | Added |
| Country Trust Bank | 2,587 | $406.8K | 0.01% | −42−1.6% | Reduced |
| NVWM, LLC | 2,589 | $407.1K | 0.12% | −155−5.6% | Reduced |
| Gouws Capital LLC | 2,600 | $408.8K | 0.33% | −6,080−70.0% | Reduced |
| Peavine Capital, LLC | 2,600 | $408.8K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,562 | $409.7K | 0.03% | +9+0.4% | Added |
| Register Financial Advisors LLC | 2,610 | $410.4K | 0.27% | +4+0.2% | Added |
| Oracle Alpha Inc. | 2,610 | $410.4K | 0.53% | +2,610 | New |
| Salem Investment Counselors Inc | 2,616 | $411.3K | 0.01% | +447+20.6% | Added |
| Cannon Financial Strategists, Inc. | 2,625 | $412.7K | 0.09% | +6+0.2% | Added |
| NWF Advisory Services Inc. | 2,633 | $413.8K | 0.08% | −488−15.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,632 | $413.8K | 0.14% | −282−9.7% | Reduced |
| Pacitti Group Inc. | 2,632 | $413.9K | 0.26% | +61+2.4% | Added |
| Bridges Investment Management Inc | 2,633 | $414.0K | 0.01% | −13,171−83.3% | Reduced |
| Eudaimonia Advisors LLC | 2,641 | $415.2K | 0.27% | 00.0% | Unchanged |
| Leisure Capital Management | 2,645 | $415.9K | 0.22% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,647 | $416.1K | 0.34% | −817−23.6% | Reduced |
| Atlas Brown,Inc. | 2,651 | $416.7K | 0.17% | +137+5.4% | Added |
| Suncoast Equity Management | 2,652 | $417.0K | 0.06% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,653 | $417.1K | 0.16% | +1,324+99.6% | Added |
| BLB&B Advisors, LLC | 2,657 | $417.7K | 0.03% | +265+11.1% | Added |
| Alliance Wealth Advisors, LLC | 2,658 | $417.9K | 0.28% | −128−4.6% | Reduced |
| Weatherly Asset Management L. P. | 2,658 | $417.9K | 0.05% | −44−1.6% | Reduced |
| Paulson Wealth Management Inc. | 2,664 | $418.9K | 0.13% | +916+52.4% | Added |
| Adirondack Trust Co | 2,834 | $420.1K | 0.18% | +143+5.3% | Added |
| Westhampton Capital, LLC | 2,675 | $420.6K | 0.25% | −50−1.8% | Reduced |
| Next Level Private LLC | 2,680 | $421.3K | 0.24% | −808−23.2% | Reduced |
| Roberts Glore & Co Inc | 2,680 | $421.4K | 0.13% | −49−1.8% | Reduced |
| Nikulski Financial, Inc. | 2,681 | $421.5K | 0.15% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,695 | $423.8K | 0.26% | −26−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,696 | $423.9K | 0.05% | −505−15.8% | Reduced |
| Founders Capital Management, LLC | 2,698 | $424.2K | 0.09% | +225+9.1% | Added |
| Opinicus Capital, Inc. | 2,701 | $424.6K | 0.43% | +2,701 | New |
| Truepoint, Inc. | 2,706 | $425.5K | 0.01% | +2,706 | New |
| DRW Securities, LLC | 2,716 | $427.0K | 0.01% | −3,499−56.3% | Reduced |
| Indiana Trust & Investment Management CO | 2,725 | $428.5K | 0.19% | −88−3.1% | Reduced |
| Atlas Wealth LLC | 2,751 | $428.8K | 0.23% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,731 | $429.4K | 0.24% | +208+8.2% | Added |
| Walter & Keenan Financial Consulting Co | 2,734 | $429.8K | 0.15% | +385+16.4% | Added |
| Franklin Street Advisors Inc | 2,732 | $430.0K | 0.04% | −112−3.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,738 | $430.0K | 0.01% | +986+56.3% | Added |
| Burns Matteson Capital Management, LLC | 2,743 | $431.3K | 0.30% | −139−4.8% | Reduced |
| Stonebrook Private Inc. | 2,747 | $432.0K | 0.14% | +2,747 | New |
| Guidance Capital, Inc | 2,740 | $433.9K | 0.17% | +85+3.2% | Added |
| McGuire Investment Group, LLC | 2,762 | $434.3K | 0.07% | −278−9.1% | Reduced |
| Absher Wealth Management, LLC | 2,767 | $435.1K | 0.07% | +160+6.1% | Added |
| Gray Wealth Management Inc. | 2,769 | $435.4K | 0.21% | −166−5.7% | Reduced |
| Burney Co | 2,771 | $435.7K | 0.02% | −47−1.7% | Reduced |
| Navellier & Associates Inc | 2,783 | $437.6K | 0.07% | +491+21.4% | Added |
| Mechanics Financial Corp | 2,802 | $440.6K | 0.25% | +95+3.5% | Added |
| AFS Financial Group, LLC | 2,804 | $440.9K | 0.41% | −6,129−68.6% | Reduced |
| Choice Wealth Advisors, LLC | 2,806 | $441.3K | 0.27% | +19+0.7% | Added |
| St. Johns Investment Management Company, LLC | 2,812 | $442.1K | 0.23% | −111−3.8% | Reduced |
| Accuvest Global Advisors | 2,820 | $443.4K | 0.47% | −490−14.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,829 | $444.8K | 0.07% | −77−2.6% | Reduced |
| Ledyard National Bank | 2,834 | $445.6K | 0.05% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 2,843 | $447.0K | 0.06% | +104+3.8% | Added |
| Forum Financial Management, LP | 2,849 | $447.9K | 0.01% | −1,939−40.5% | Reduced |
| Davidson Trust Co | 2,854 | $448.7K | 0.29% | +60+2.1% | Added |
| Marble Harbor Investment Counsel, LLC | 2,855 | $448.9K | 0.06% | −103−3.5% | Reduced |
| STAR Financial Bank | 2,858 | $449.4K | 0.41% | +9+0.3% | Added |
| Mystic Asset Management, Inc. | 2,872 | $451.6K | 0.22% | +535+22.9% | Added |
| IMS Capital Management | 2,872 | $451.6K | 0.22% | +3+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 2,885 | $453.6K | 0.06% | +62+2.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,899 | $455.8K | 0.01% | −271−8.5% | Reduced |
| OneAscent Financial Services LLC | 2,901 | $456.0K | 0.06% | +1,481+104.3% | Added |
| Mill Creek Capital Advisors, LLC | 2,906 | $456.9K | 0.01% | −76−2.5% | Reduced |
| Baker Ellis Asset Management LLC | 2,910 | $457.5K | 0.07% | −300−9.3% | Reduced |
| Dechtman Wealth Management, LLC | 2,918 | $458.0K | 0.12% | +31+1.1% | Added |
| Luken Investment Analytics, LLC | 2,919 | $459.0K | 0.25% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,921 | $459.3K | 0.06% | −7,420−71.8% | Reduced |
| WealthShield Partners, LLC | 2,923 | $459.6K | 0.08% | +186+6.8% | Added |
| GPS Wealth Strategies Group, LLC | 2,940 | $462.2K | 0.08% | −157−5.1% | Reduced |
| Colonial Trust Advisors | 2,940 | $462.3K | 0.05% | −440−13.0% | Reduced |
| Patten & Patten Inc | 2,949 | $463.7K | 0.04% | −119−3.9% | Reduced |
| Vance Wealth, Inc. | 2,951 | $464.0K | 0.20% | +2+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 2,959 | $465.2K | 0.13% | +62+2.1% | Added |
| Elgethun Capital Management | 2,974 | $467.6K | 0.13% | +107+3.7% | Added |
| Brevan Howard Capital Management LP | 2,975 | $467.8K | 0.05% | +2,975 | New |
| Sterling Financial Planning, Inc. | 2,975 | $467.8K | 0.20% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,976 | $467.9K | 0.19% | +10.0% | Added |
| Jeppson Wealth Management, LLC | 2,990 | $470.1K | 0.19% | −762−20.3% | Reduced |
| Signet Financial Management, LLC | 2,994 | $470.8K | 0.07% | −332−10.0% | Reduced |
| GAMMA Investing LLC | 3,324 | $471.7K | 0.13% | +3,324 | New |
| Fortis Capital Advisors, LLC | 3,000 | $471.7K | 0.26% | +3,000 | New |
| Johnson & White Wealth Management, LLC | 3,005 | $472.0K | 0.39% | +3,005 | New |
| Bennett Associates Wealth Management | 3,006 | $472.6K | 0.46% | +3,006 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,012 | $473.6K | 0.13% | +147+5.1% | Added |
| Formidable Asset Management, LLC | 3,012 | $473.6K | 0.10% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,009 | $474.0K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 3,015 | $474.0K | 0.20% | +3,015 | New |
| Tilt Investment Management Holdings, PBC | 3,021 | $475.0K | 0.51% | −859−22.1% | Reduced |
| Patton Albertson Miller Group, LLC | 3,035 | $477.2K | 0.08% | −125−4.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,037 | $477.5K | 0.08% | −52−1.7% | Reduced |
| Wallace Advisory Group, LLC | 3,073 | $479.0K | 0.38% | −157−4.9% | Reduced |
| Douglas Lane & Associates, LLC | 3,059 | $481.0K | 0.01% | −115−3.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,065 | $482.0K | 0.12% | +8+0.3% | Added |
| E&G Advisors, LP | 3,069 | $482.5K | 0.17% | −78−2.5% | Reduced |
| BluePath Capital Management, LLC | 3,003 | $484.1K | 0.43% | +712+31.1% | Added |