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 |
|---|---|---|---|---|---|
| Marex Group plc | 3,081 | $484.4K | 0.02% | +1,460+90.1% | Added |
| ERTS Wealth Advisors, LLC | 3,091 | $486.0K | 0.10% | −59−1.9% | Reduced |
| Landmark Financial Advisors, LLC | 3,112 | $489.3K | 0.18% | −50−1.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,124 | $491.2K | 0.05% | −165−5.0% | Reduced |
| HCR Wealth Advisors | 3,133 | $492.6K | 0.08% | +1,805+135.9% | Added |
| Richard W. Paul & Associates, LLC | 3,136 | $493.0K | 0.21% | −5−0.2% | Reduced |
| Successful Portfolios LLC | 3,136 | $493.1K | 0.37% | −150−4.6% | Reduced |
| Gryphon Financial Partners LLC | 3,028 | $493.5K | 0.09% | +1,701+128.2% | Added |
| Oxford Financial Group Ltd | 3,142 | $494.0K | 0.04% | +39+1.3% | Added |
| Versant Capital Management, Inc | 3,142 | $494.0K | 0.15% | −46−1.4% | Reduced |
| Elevated Capital Advisors, LLC | 3,143 | $494.2K | 0.15% | +477+17.9% | Added |
| Emerald Advisors, LLC | 3,144 | $494.3K | 0.09% | −772−19.7% | Reduced |
| RB Capital Management, LLC | 3,147 | $494.9K | 0.14% | −97−3.0% | Reduced |
| MidWestOne Financial Group, Inc. | 3,150 | $495.3K | 0.09% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 3,151 | $495.4K | 0.25% | +3,151 | New |
| Little House Capital LLC | 3,151 | $495.5K | 0.18% | −293−8.5% | Reduced |
| Eaton-Cambridge Inc. | 3,155 | $496.1K | 0.30% | +3,155 | New |
| NTV Asset Management LLC | 3,156 | $496.2K | 0.08% | +39+1.3% | Added |
| Yeomans Consulting Group, Inc. | 3,156 | $496.2K | 0.25% | +3,156 | New |
| Strait & Sound Wealth Management LLC | 3,212 | $496.4K | 0.31% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,160 | $496.8K | 0.04% | 00.0% | Unchanged |
| King Wealth | 3,161 | $497.0K | 0.10% | +318+11.2% | Added |
| Kennedy Investment Group | 3,166 | $497.7K | 0.28% | −18−0.6% | Reduced |
| Phillips Wealth Planners LLC | 3,180 | $497.8K | 0.60% | −1,454−31.4% | Reduced |
| Encompass Wealth Advisors, LLC | 3,167 | $497.9K | 0.15% | +1,625+105.4% | Added |
| Jump Financial, LLC | 3,176 | $499.4K | 0.02% | −11,183−77.9% | Reduced |
| LMG Wealth Partners, LLC | 3,185 | $500.8K | 0.14% | +608+23.6% | Added |
| Koshinski Asset Management, Inc. | 3,209 | $504.6K | 0.08% | −43,189−93.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,208 | $505.2K | 0.12% | +3,208 | New |
| Center for Financial Planning, Inc. | 3,214 | $505.3K | 0.09% | −25−0.8% | Reduced |
| Montis Financial, LLC | 3,234 | $508.5K | 0.30% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 3,235 | $508.6K | 0.21% | +1,502+86.7% | Added |
| Fortis Group Advisors, LLC | 2,719 | $509.0K | 0.13% | +250+10.1% | Added |
| Burford Brothers, Inc. | 3,262 | $512.9K | 0.36% | +3,262 | New |
| Chesapeake Asset Management LLC | 3,277 | $515.2K | 0.46% | −370−10.1% | Reduced |
| Cornerstone Advisory, LLC | 3,282 | $516.0K | 0.08% | +129+4.1% | Added |
| Royal Capital Wealth Management, LLC | 3,285 | $516.5K | 0.45% | −275−7.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,287 | $516.8K | 0.26% | +142+4.5% | Added |
| Consolidated Planning Corp | 3,290 | $517.3K | 0.10% | −1,821−35.6% | Reduced |
| Clifford Group, LLC | 3,295 | $518.0K | 0.48% | +287+9.5% | Added |
| Meridian Wealth Advisors, LLC | 3,297 | $518.4K | 0.11% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 3,300 | $518.9K | 0.04% | +500+17.9% | Added |
| Range Financial Group LLC | 3,305 | $519.6K | 0.31% | +54+1.7% | Added |
| Viawealth, LLC | 3,309 | $520.3K | 0.36% | 00.0% | Unchanged |
| Human Investing LLC | 3,310 | $520.4K | 0.11% | −689−17.2% | Reduced |
| Sterling Investment Counsel, LLC | 3,319 | $521.8K | 0.27% | −13−0.4% | Reduced |
| IFG Advisors, LLC | 3,322 | $522.3K | 0.15% | −279−7.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,325 | $522.8K | 0.29% | +295+9.7% | Added |
| Transatlantique Private Wealth LLC | 3,332 | $523.9K | 0.24% | −26−0.8% | Reduced |
| Montecito Bank & Trust | 3,340 | $525.1K | 0.11% | −460−12.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,354 | $527.3K | 0.13% | −3,168−48.6% | Reduced |
| Stablepoint Partners, LLC | 3,356 | $527.7K | 0.14% | +3,356 | New |
| RDA Financial Network | 3,358 | $528.0K | 0.20% | +496+17.3% | Added |
| Stevens Capital Management LP | 3,359 | $528.0K | 0.13% | +3,359 | New |
| Field & Main Bank | 3,360 | $528.3K | 0.22% | −480−12.5% | Reduced |
| Archer Investment Corp | 3,362 | $528.6K | 0.17% | −100−2.9% | Reduced |
| Elk River Wealth Management, LLC | 3,364 | $528.9K | 0.10% | −650−16.2% | Reduced |
| Vista Investment Partners LLC | 3,364 | $528.9K | 0.19% | +3,364 | New |
| Thomasville National Bank | 3,374 | $530.5K | 0.05% | −51−1.5% | Reduced |
| Zhang Financial LLC | 3,375 | $530.7K | 0.05% | −324−8.8% | Reduced |
| Cidel Asset Management Inc | 3,378 | $531.1K | 0.02% | +3,378 | New |
| Washington Trust Bank | 3,381 | $531.6K | 0.05% | +508+17.7% | Added |
| Glen Eagle Advisors, LLC | 3,398 | $534.3K | 0.11% | −120−3.4% | Reduced |
| Segment Wealth Management, LLC | 3,399 | $534.4K | 0.05% | +490+16.8% | Added |
| Palumbo Wealth Management LLC | 3,402 | $534.9K | 0.27% | −386−10.2% | Reduced |
| Accurate Wealth Management, LLC | 3,360 | $535.1K | 0.17% | −81−2.4% | Reduced |
| Agf Management Ltd | 3,405 | $535.4K | 0.00% | −35,070−91.2% | Reduced |
| West Paces Advisors Inc. | 3,409 | $536.0K | 0.15% | −947−21.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,417 | $537.3K | 0.18% | +9+0.3% | Added |
| First Nebraska Trust Co | 3,424 | $538.4K | 0.06% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 3,425 | $538.5K | 0.11% | +3,425 | New |
| Buck Wealth Strategies, LLC | 3,432 | $539.7K | 0.20% | +129+3.9% | Added |
| Roble, Belko & Company, Inc | 3,433 | $540.0K | 0.10% | +10.0% | Added |
| Silver Oak Securities, Inc | 3,441 | $541.0K | 0.07% | +3,441 | New |
| AXS Investments LLC | 3,442 | $541.2K | 0.13% | +4+0.1% | Added |
| Keebeck Alpha, LP | 3,443 | $541.3K | 0.43% | +1,984+136.0% | Added |
| Kolinsky Wealth Management, LLC | 3,491 | $548.9K | 0.48% | −101−2.8% | Reduced |
| Drive Wealth Management, LLC | 3,501 | $550.4K | 0.18% | +202+6.1% | Added |
| Transcend Wealth Collective, LLC | 3,507 | $551.4K | 0.05% | −287−7.6% | Reduced |
| ICA Group Wealth Management, LLC | 3,514 | $552.4K | 0.12% | +97+2.8% | Added |
| Central Valley Advisors, LLC | 3,515 | $552.7K | 0.33% | +3,515 | New |
| Covenant Partners, LLC | 3,519 | $553.3K | 0.17% | −12−0.3% | Reduced |
| Pflug Koory, LLC | 3,520 | $553.5K | 0.29% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,529 | $554.9K | 0.21% | −40−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 3,536 | $556.0K | 0.03% | −138−3.8% | Reduced |
| Profit Investment Management, LLC | 3,540 | $556.6K | 0.32% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,510 | $556.7K | 0.16% | +127+3.8% | Added |
| Live Oak Investment Partners | – | $556.9K | 0.51% | – | – |
| Summit Asset Management, LLC | 3,552 | $558.5K | 0.13% | −19−0.5% | Reduced |
| Liberty Capital Management, Inc. | 3,554 | $558.8K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,555 | $559.0K | 0.32% | −1,211−25.4% | Reduced |
| Pathway Financial Advisors LLC | 3,560 | $559.7K | 0.16% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,560 | $560.0K | 0.04% | −336−8.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,572 | $561.6K | 0.01% | −134−3.6% | Reduced |
| Premier Path Wealth Partners, LLC | 3,574 | $561.9K | 0.12% | +3,574 | New |
| First Affirmative Financial Network | 3,590 | $564.5K | 0.45% | −38−1.0% | Reduced |
| Sutton Place Investors LLC | 3,594 | $565.1K | 0.41% | +3,594 | New |
| Defined Wealth Management, LLC | 3,596 | $565.4K | 0.43% | +37+1.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,597 | $565.5K | 0.41% | +2+0.1% | Added |
| Catalyst Financial Partners LLC | 3,602 | $566.3K | 0.16% | −114−3.1% | Reduced |