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 |
|---|---|---|---|---|---|
| Addison Capital Co | 14,014 | $2.20M | 1.37% | +1,618+13.1% | Added |
| CoreCap Advisors, LLC | 14,000 | $2.20M | 0.14% | +11,370+432.3% | Added |
| Sumitomo Life Insurance Co | 13,943 | $2.19M | 0.07% | −723−4.9% | Reduced |
| Gries Financial LLC | 13,918 | $2.19M | 0.48% | +225+1.6% | Added |
| Verition Fund Management LLC | 13,891 | $2.18M | 0.02% | −17,035−55.1% | Reduced |
| Corbyn Investment Management Inc | 13,841 | $2.18M | 1.02% | −116−0.8% | Reduced |
| Horst & Graben Wealth Management LLC | 13,807 | $2.17M | 0.48% | +14+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 13,793 | $2.17M | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,774 | $2.17M | 0.05% | −2,584−15.8% | Reduced |
| Wesbanco Bank Inc | 13,760 | $2.16M | 0.12% | −49,975−78.4% | Reduced |
| Bradley Foster & Sargent Inc | 13,684 | $2.15M | 0.04% | −697−4.8% | Reduced |
| MWA Asset Management | 13,682 | $2.15M | 1.78% | +46+0.3% | Added |
| Wetherby Asset Management Inc | 13,672 | $2.15M | 0.11% | +2,355+20.8% | Added |
| Beacon Investment Advisory Services, Inc. | 13,665 | $2.15M | 0.10% | −543−3.8% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $2.14M | 0.56% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,581 | $2.14M | 0.07% | +1,459+12.0% | Added |
| Nicholas Hoffman & Company, LLC. | 13,571 | $2.13M | 0.13% | +674+5.2% | Added |
| Ascent Group, LLC | 14,433 | $2.13M | 0.20% | +1,182+8.9% | Added |
| Moors & Cabot, Inc. | 13,532 | $2.13M | 0.13% | +987+7.9% | Added |
| Mission Wealth Management, LP | 13,500 | $2.12M | 0.07% | −1,141−7.8% | Reduced |
| South State Corp. | 13,498 | $2.12M | 0.18% | −240−1.7% | Reduced |
| Skylands Capital, LLC | 13,465 | $2.12M | 0.31% | +35+0.3% | Added |
| Bristlecone Advisors, LLC | 13,462 | $2.12M | 0.21% | −113−0.8% | Reduced |
| Americana Partners, LLC | 14,043 | $2.11M | 0.20% | +5,007+55.4% | Added |
| Aull & Monroe Investment Management Corp | 13,406 | $2.11M | 1.04% | −105−0.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 13,396 | $2.11M | 0.40% | −1,870−12.2% | Reduced |
| Rockland Trust Co | 13,358 | $2.10M | 0.11% | +230+1.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 13,323 | $2.09M | 0.01% | +1,369+11.5% | Added |
| Am Investment Strategies LLC | 13,293 | $2.09M | 0.59% | +1,898+16.7% | Added |
| Marks Group Wealth Management, Inc | 13,258 | $2.08M | 0.24% | −1,667−11.2% | Reduced |
| Montag A & Associates Inc | 13,240 | $2.08M | 0.12% | −4,514−25.4% | Reduced |
| Financial Partners Group, LLC | 13,181 | $2.07M | 0.94% | +878+7.1% | Added |
| Virginia Wealth Management Group, Inc. | 13,120 | $2.06M | 1.80% | −7,565−36.6% | Reduced |
| Azzad Asset Management Inc | 13,060 | $2.05M | 0.26% | +217+1.7% | Added |
| Caliber Wealth Management, LLC | 13,052 | $2.05M | 1.21% | +691+5.6% | Added |
| Cypress Capital, LLC | 13,001 | $2.04M | 0.58% | +314+2.5% | Added |
| Institute for Wealth Management, LLC. | 12,875 | $2.02M | 0.33% | −10.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,850 | $2.02M | 0.04% | −117,536−90.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,802 | $2.01M | 0.07% | +12,802 | New |
| Petredis Investment Advisors LLC | 12,775 | $2.01M | 0.26% | +12,775 | New |
| CAPROCK Group, Inc. | 12,723 | $2.00M | 0.13% | +4,190+49.1% | Added |
| Palouse Capital Management, Inc. | 12,703 | $2.00M | 1.41% | −1,414−10.0% | Reduced |
| PFC Capital Group, Inc. | 12,670 | $1.99M | 1.18% | +12,670 | New |
| Clear Rock Advisors, LLC | 13,535 | $1.98M | 0.90% | +13,535 | New |
| Coppell Advisory Solutions LLC | 12,563 | $1.98M | 0.40% | +5,952+90.0% | Added |
| Sage Mountain Advisors LLC | 12,556 | $1.97M | 0.23% | −130−1.0% | Reduced |
| Central Trust Co | 12,534 | $1.97M | 0.05% | −68−0.5% | Reduced |
| NorthRock Partners, LLC | 12,533 | $1.97M | 0.08% | +1,766+16.4% | Added |
| Mutual Advisors, LLC | 12,455 | $1.96M | 0.07% | +1,141+10.1% | Added |
| Connectus Wealth, LLC | 12,368 | $1.95M | 0.04% | −1,620−11.6% | Reduced |
| Wahed Invest LLC | 12,368 | $1.94M | 0.55% | +1,011+8.9% | Added |
| Integrated Advisors Network LLC | 12,358 | $1.94M | 0.11% | +1,445+13.2% | Added |
| Slow Capital, Inc. | 12,357 | $1.94M | 0.34% | +134+1.1% | Added |
| Sandy Spring Bank | 12,355 | $1.94M | 0.10% | −84−0.7% | Reduced |
| Tealwood Asset Management Inc | 12,330 | $1.94M | 0.93% | −272−2.2% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $1.93M | 0.06% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 12,296 | $1.93M | 0.36% | +470+4.0% | Added |
| Banque Pictet & Cie SA | 12,268 | $1.93M | 0.02% | −5,081−29.3% | Reduced |
| Edgestream Partners, L.P. | 12,264 | $1.93M | 0.14% | +12,264 | New |
| Stone Point Wealth LLC | 12,239 | $1.92M | 0.74% | −1,240−9.2% | Reduced |
| First Hawaiian Bank | 12,211 | $1.92M | 0.06% | +85+0.7% | Added |
| Optimum Investment Advisors | 12,171 | $1.91M | 0.96% | −150−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 12,147 | $1.91M | 0.07% | +765+6.7% | Added |
| Royal Fund Management, LLC | 12,144 | $1.91M | 0.24% | +2,154+21.6% | Added |
| Hilltop Holdings Inc. | 12,140 | $1.91M | 0.22% | −205−1.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 12,135 | $1.91M | 0.49% | +2,558+26.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,187 | $1.91M | 0.80% | −156−1.3% | Reduced |
| L.M. Kohn & Company | 12,132 | $1.91M | 0.61% | +428+3.7% | Added |
| Northeast Financial Consultants Inc | 12,044 | $1.89M | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,011 | $1.89M | 0.03% | −3,418−22.2% | Reduced |
| IHT Wealth Management, LLC | 12,010 | $1.89M | 0.08% | +815+7.3% | Added |
| WT Wealth Management | 11,936 | $1.88M | 0.74% | +3,189+36.5% | Added |
| Oak Thistle LLC | 11,929 | $1.88M | 0.54% | +11,929 | New |
| Beacon Harbor Wealth Advisors, Inc. | 11,892 | $1.87M | 0.54% | −19,236−61.8% | Reduced |
| Gifford Fong Associates | 11,800 | $1.85M | 0.39% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,720 | $1.84M | 0.07% | +11,720 | New |
| Diversified Trust Co | 11,670 | $1.83M | 0.06% | +1,720+17.3% | Added |
| Beacon Investment Advisors LLC | 11,658 | $1.83M | 1.17% | +199+1.7% | Added |
| Wharton Business Group, LLC | 11,628 | $1.83M | 0.09% | −21,765−65.2% | Reduced |
| ING Groep NV | 11,577 | $1.82M | 0.01% | −48,624−80.8% | Reduced |
| Howland Capital Management LLC | 11,557 | $1.82M | 0.10% | −120−1.0% | Reduced |
| Excalibur Management Corp | 11,556 | $1.82M | 0.85% | +314+2.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,518 | $1.81M | 1.49% | −1,150−9.1% | Reduced |
| Mechanics Bank Trust Department | 11,512 | $1.81M | 0.28% | −3,069−21.0% | Reduced |
| Greenleaf Trust | 11,493 | $1.81M | 0.02% | +752+7.0% | Added |
| Davis R M Inc | 11,458 | $1.80M | 0.04% | −50.0% | Reduced |
| Spire Wealth Management | 11,429 | $1.79M | 0.06% | +537+4.9% | Added |
| Pensionfund Sabic | 11,400 | $1.79M | 0.56% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11,344 | $1.78M | 0.29% | −434−3.7% | Reduced |
| Quilter Plc | 11,338 | $1.78M | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 12,491 | $1.78M | 0.05% | −15,955−56.1% | Reduced |
| Gladstone Institutional Advisory LLC | 11,311 | $1.78M | 0.10% | −4,893−30.2% | Reduced |
| Sterneck Capital Management, LLC | 11,216 | $1.76M | 1.12% | −384−3.3% | Reduced |
| Loudon Investment Management, LLC | 11,205 | $1.76M | 1.09% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 11,200 | $1.76M | 1.38% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 11,167 | $1.76M | 0.58% | −489−4.2% | Reduced |
| SageView Advisory Group, LLC | 12,006 | $1.74M | 0.07% | +6,413+114.7% | Added |
| Entropy Technologies, LP | 11,073 | $1.74M | 0.32% | +11,073 | New |
| Wimmer Associates 1, LLC | 11,037 | $1.74M | 0.98% | −522−4.5% | Reduced |
| Redmond Asset Management, LLC | 11,021 | $1.73M | 0.56% | +1,585+16.8% | Added |