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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 3,606 | $567.0K | 0.03% | −215−5.6% | Reduced |
| River Street Advisors LLC | 3,609 | $567.4K | 0.45% | +106+3.0% | Added |
| Core Alternative Capital | 3,611 | $567.8K | 0.10% | −1,545−30.0% | Reduced |
| Clarius Group, LLC | 3,612 | $567.9K | 0.05% | −1,772−32.9% | Reduced |
| Graypoint LLC | 3,626 | $570.1K | 0.05% | +509+16.3% | Added |
| Boothbay Fund Management, LLC | 3,636 | $571.7K | 0.02% | +3,636 | New |
| Dividend Assets Capital, LLC | 3,641 | $572.0K | 0.11% | −64−1.7% | Reduced |
| Cutler Investment Counsel LLC | 3,653 | $574.3K | 0.08% | +1,592+77.2% | Added |
| Powers Advisory Group, LLC | 3,656 | $574.9K | 0.35% | +58+1.6% | Added |
| Cape Investment Advisory, Inc. | 3,669 | $576.8K | 0.28% | +544+17.4% | Added |
| Compagnie Lombard Odier SCmA | 3,670 | $577.0K | 0.01% | +3,670 | New |
| Sar Wealth Management Group, LLC | 3,670 | $577.1K | 0.58% | +3,670 | New |
| Quest Partners LLC | 3,674 | $577.7K | 0.12% | +3,674 | New |
| Caisse de Depot Et Placement du Quebec | 3,685 | $579.4K | 0.00% | −20,008−84.4% | Reduced |
| Smartleaf Asset Management LLC | 3,705 | $580.4K | 0.16% | +3,705 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,712 | $583.6K | 0.04% | −214−5.5% | Reduced |
| Parkside Financial Bank & Trust | 3,720 | $584.9K | 0.11% | +402+12.1% | Added |
| Durante & Waters, LLC | 3,733 | $587.0K | 0.57% | +3,733 | New |
| Octavia Wealth Advisors, LLC | 3,734 | $587.1K | 0.10% | −34−0.9% | Reduced |
| Hodges Capital Management Inc. | 3,742 | $588.0K | 0.03% | −2,768−42.5% | Reduced |
| Desjardins Global Asset Management Inc. | 3,762 | $591.5K | 0.06% | −89−2.3% | Reduced |
| Park Place Capital Corp | 3,763 | $591.7K | 0.24% | −1,249−24.9% | Reduced |
| S&CO Inc | 3,770 | $592.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,784 | $595.0K | 0.36% | −131−3.3% | Reduced |
| Sentry Investment Management LLC | 3,793 | $596.0K | 0.26% | −407−9.7% | Reduced |
| MTM Investment Management, LLC | 3,814 | $599.7K | 0.27% | −748−16.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,817 | $600.2K | 0.01% | −159−4.0% | Reduced |
| Trustco Bank Corp N Y | 3,823 | $601.1K | 0.65% | −100−2.5% | Reduced |
| Biltmore Wealth Management, LLC | 3,825 | $601.5K | 0.29% | +40+1.1% | Added |
| Conscious Wealth Investments, LLC | 3,767 | $601.6K | 0.48% | +3,767 | New |
| Wealth Advisory Solutions, LLC | 3,856 | $606.3K | 0.21% | −3,948−50.6% | Reduced |
| First Western Trust Bank | 3,871 | $608.6K | 0.03% | +1,855+92.0% | Added |
| Liberty Wealth Management LLC | 3,743 | $612.0K | 0.13% | −110−2.9% | Reduced |
| Ontario Teachers Pension Plan Board | 3,895 | $612.4K | 0.01% | −11,839−75.2% | Reduced |
| Lavaca Capital LLC | 3,897 | $612.8K | 0.37% | −189−4.6% | Reduced |
| iA Global Asset Management Inc. | 3,910 | $615.0K | 0.01% | −8,167−67.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,915 | $615.6K | 0.16% | −2,777−41.5% | Reduced |
| Curbstone Financial Management Corp | 3,928 | $617.6K | 0.14% | +50+1.3% | Added |
| Morris Retirement Advisors, LLC | 3,929 | $617.8K | 0.41% | +450+12.9% | Added |
| IVC Wealth Advisors LLC | 3,930 | $618.0K | 0.38% | −1,989−33.6% | Reduced |
| Group One Trading, L.P. | 3,933 | $618.4K | 0.02% | −6,813−63.4% | Reduced |
| Atlas Private Wealth Management | 3,936 | $618.9K | 0.29% | +203+5.4% | Added |
| First Dallas Securities Inc. | 3,941 | $620.0K | 0.32% | +3,941 | New |
| World Equity Group, Inc. | 3,944 | $620.2K | 0.12% | −1,134−22.3% | Reduced |
| Cedrus LLC | 3,946 | $620.4K | 0.38% | +3,946 | New |
| Kanawha Capital Management LLC | 3,973 | $624.7K | 0.06% | +11+0.3% | Added |
| Studio Investment Management LLC | 3,975 | $625.0K | 0.16% | +1,871+88.9% | Added |
| Diamant Asset Management, Inc. | 3,976 | $625.1K | 0.46% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,980 | $625.8K | 0.06% | +141+3.7% | Added |
| S.A. Mason LLC | 4,011 | $630.6K | 0.42% | −100−2.4% | Reduced |
| Provence Wealth Management Group | 4,013 | $631.0K | 0.34% | +656+19.5% | Added |
| Donoghue Forlines LLC | 4,015 | $631.3K | 0.20% | −398−9.0% | Reduced |
| Barr E S & Co | 4,026 | $633.0K | 0.04% | −7−0.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,033 | $634.1K | 0.44% | −49−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,068 | $636.9K | 0.03% | −164−3.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,053 | $637.3K | 0.15% | −18−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,060 | $638.4K | 0.10% | −142−3.4% | Reduced |
| DF Dent & Co Inc | 4,062 | $638.7K | 0.01% | −3,344−45.2% | Reduced |
| Cladis Investment Advisory, LLC | 4,067 | $639.5K | 0.50% | +987+32.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,104 | $645.3K | 0.08% | −14−0.3% | Reduced |
| Simon Quick Advisors, LLC | 4,106 | $645.6K | 0.06% | +225+5.8% | Added |
| Wilkinson Global Asset Management LLC | 4,112 | $646.5K | 0.04% | +435+11.8% | Added |
| SC&H Financial Advisors, Inc. | 4,113 | $646.7K | 0.19% | 00.0% | Unchanged |
| Rogco, LP | 4,128 | $649.0K | 0.28% | −199−4.6% | Reduced |
| Xcel Wealth Management, LLC | 4,146 | $651.9K | 0.23% | −785−15.9% | Reduced |
| Cornerstone Capital, Inc. | 4,152 | $652.8K | 0.07% | +820+24.6% | Added |
| De Burlo Group Inc | 4,194 | $653.7K | 0.11% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,167 | $655.3K | 0.13% | +128+3.2% | Added |
| Valley National Advisers Inc | 4,184 | $657.0K | 0.10% | +351+9.2% | Added |
| GM Advisory Group, Inc. | 4,184 | $657.9K | 0.05% | +779+22.9% | Added |
| OmniStar Financial Group, Inc. | 4,197 | $660.0K | 0.83% | −246−5.5% | Reduced |
| Greenwich Wealth Management LLC | 4,199 | $660.0K | 0.07% | +36+0.9% | Added |
| Total Clarity Wealth Management, Inc. | 4,207 | $661.4K | 0.27% | +1,807+75.3% | Added |
| Corundum Group, Inc. | 4,207 | $661.5K | 0.33% | −2,428−36.6% | Reduced |
| First Commonwealth Financial Corp | 4,223 | $664.0K | 0.21% | +650+18.2% | Added |
| Vista Investment Management | 4,232 | $665.4K | 0.31% | +247+6.2% | Added |
| Oakworth Capital, Inc. | 4,236 | $666.0K | 0.05% | +404+10.5% | Added |
| Waldron Private Wealth LLC | 4,237 | $666.2K | 0.03% | +754+21.6% | Added |
| Shakespeare Wealth Management, Inc. | 4,248 | $667.9K | 0.21% | −8−0.2% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $668.2K | 0.13% | 00.0% | Unchanged |
| Putnam Investments LLC | 4,253 | $668.7K | 0.00% | −29−0.7% | Reduced |
| Cookson Peirce & Co Inc | 4,254 | $669.0K | 0.04% | +117+2.8% | Added |
| RIA Advisory Group LLC | 17,919 | $672.9K | 0.32% | +15,925+798.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $674.0K | 0.01% | −187−3.8% | Reduced |
| Salvus Wealth Management, LLC | 4,288 | $674.2K | 0.48% | −24−0.6% | Reduced |
| Eight 31 Financial LLC | 4,292 | $674.8K | 0.41% | +4,292 | New |
| CKW Financial Group | 4,301 | $676.0K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,310 | $677.7K | 0.03% | −5,078−54.1% | Reduced |
| JFS Wealth Advisors, LLC | 4,311 | $677.8K | 0.06% | −46−1.1% | Reduced |
| Geller Advisors LLC | 4,324 | $679.9K | 0.07% | −6−0.1% | Reduced |
| Virtue Capital Management, LLC | 4,299 | $680.1K | 0.14% | +505+13.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,329 | $680.6K | 0.02% | +311+7.7% | Added |
| HM Payson & Co | 4,338 | $682.0K | 0.01% | −520−10.7% | Reduced |
| Ignite Planners, LLC | 4,313 | $683.0K | 0.20% | +87+2.1% | Added |
| Gilliland Jeter Wealth Management LLC | 4,348 | $683.6K | 0.28% | +4,348 | New |
| Norden Group LLC | 4,355 | $684.8K | 0.12% | −297−6.4% | Reduced |
| Thrive Wealth Management, LLC | 4,360 | $685.6K | 0.15% | −167−3.7% | Reduced |
| Continuum Advisory, LLC | 4,370 | $687.2K | 0.10% | +287+7.0% | Added |
| Kovack Advisors, Inc. | 4,388 | $690.0K | 0.08% | +117+2.7% | Added |
| Evermay Wealth Management LLC | 4,394 | $690.9K | 0.13% | +5+0.1% | Added |