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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 11,017 | $1.73M | 0.03% | +1,757+19.0% | Added |
| Intrua Financial, LLC | 10,932 | $1.72M | 0.27% | −2,083−16.0% | Reduced |
| Wealth Alliance | 10,931 | $1.72M | 0.24% | −1,104−9.2% | Reduced |
| Balentine LLC | 10,919 | $1.72M | 0.05% | +1,877+20.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 10,863 | $1.71M | 0.83% | −16−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 10,858 | $1.71M | 0.02% | +10,858 | New |
| Global Retirement Partners, LLC | 10,922 | $1.70M | 0.07% | +2,317+26.9% | Added |
| Financial Advisory Service, Inc. | 10,781 | $1.70M | 0.16% | +1,883+21.2% | Added |
| Level Four Advisory Services, LLC | 10,773 | $1.69M | 0.10% | +493+4.8% | Added |
| Decatur Capital Management, Inc. | 10,766 | $1.69M | 1.01% | +785+7.9% | Added |
| Modus Advisors, LLC | 10,681 | $1.68M | 0.68% | −253−2.3% | Reduced |
| Insigneo Advisory Services, LLC | 10,641 | $1.67M | 0.24% | +2,103+24.6% | Added |
| TrinityPoint Wealth, LLC | 10,566 | $1.66M | 0.30% | −20,252−65.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.65M | 0.38% | +10,500 | New |
| Vermillion & White Wealth Management Group, LLC | 10,487 | $1.65M | 1.60% | +10,487 | New |
| Hudson Canyon Capital Management | 10,475 | $1.65M | 1.20% | +754+7.8% | Added |
| Granite Investment Partners, LLC | 10,458 | $1.64M | 0.06% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 10,345 | $1.63M | 0.13% | −215−2.0% | Reduced |
| Hunter Associates Investment Management LLC | 10,333 | $1.62M | 0.30% | −9−0.1% | Reduced |
| Summit Financial, LLC | 10,326 | $1.62M | 0.11% | −2,097−16.9% | Reduced |
| Vinva Investment Management Ltd | 10,314 | $1.62M | 0.11% | +8,443+451.3% | Added |
| Wrapmanager Inc | 10,312 | $1.62M | 0.48% | −306−2.9% | Reduced |
| Matrix Trust Co | 10,294 | $1.62M | 0.38% | −128−1.2% | Reduced |
| Old National Bancorp | 10,297 | $1.62M | 0.04% | −805−7.3% | Reduced |
| Profund Advisors LLC | 10,286 | $1.62M | 0.07% | +2,011+24.3% | Added |
| Parsons Capital Management Inc | 10,281 | $1.62M | 0.12% | +30+0.3% | Added |
| NEOS Investment Management LLC | 10,224 | $1.61M | 0.15% | +2,777+37.3% | Added |
| Harbour Investments, Inc. | 10,197 | $1.60M | 0.07% | +5,222+105.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 10,153 | $1.60M | 0.10% | −225−2.2% | Reduced |
| Cora Capital Advisors LLC | 10,138 | $1.59M | 0.94% | +20.0% | Added |
| Providence Capital Advisors, LLC | 10,085 | $1.59M | 0.38% | −295−2.8% | Reduced |
| Midland Wealth Advisors LLC | 10,067 | $1.58M | 0.11% | +10,067 | New |
| Eqis Capital Management, Inc. | 10,065 | $1.58M | 0.13% | −1,405−12.2% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.57M | 0.16% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 9,995 | $1.57M | 0.21% | −5,283−34.6% | Reduced |
| Meridian Wealth Management, LLC | 9,981 | $1.57M | 0.10% | +3,923+64.8% | Added |
| Lantz Financial LLC | 9,936 | $1.56M | 0.56% | +5,049+103.3% | Added |
| Capital Investment Advisory Services, LLC | 9,907 | $1.56M | 0.15% | −2,708−21.5% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 9,900 | $1.56M | 1.06% | −775−7.3% | Reduced |
| Paralel Advisors LLC | 9,869 | $1.55M | 0.08% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 9,853 | $1.55M | 0.27% | +9,853 | New |
| Canandaigua National Bank & Trust Co | 9,833 | $1.55M | 0.24% | −43−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.53M | 1.10% | 00.0% | Unchanged |
| Moneywise, Inc. | 9,688 | $1.52M | 0.87% | −13−0.1% | Reduced |
| ForthRight Wealth Management, LLC | 9,674 | $1.52M | 0.59% | −11−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 9,656 | $1.52M | 0.15% | +5,817+151.5% | Added |
| Access Financial Services, Inc. | 9,627 | $1.51M | 0.78% | −51−0.5% | Reduced |
| Norway Savings Bank | 9,622 | $1.51M | 0.67% | −655−6.4% | Reduced |
| Van Hulzen Asset Management, LLC | 9,615 | $1.51M | 0.11% | +1,851+23.8% | Added |
| Cox Capital Mgt LLC | 9,595 | $1.51M | 0.98% | −2,531−20.9% | Reduced |
| NBC Securities, Inc. | 9,582 | $1.51M | 0.15% | −1,024−9.7% | Reduced |
| Concord Wealth Partners | 9,501 | $1.49M | 0.30% | +638+7.2% | Added |
| Aberdeen Wealth Management LLC | 9,500 | $1.49M | 1.08% | −297−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 9,711 | $1.49M | 0.08% | −52,503−84.4% | Reduced |
| Catalytic Wealth RIA, LLC | 9,430 | $1.48M | 0.67% | +9,430 | New |
| Cim, LLC | 9,799 | $1.47M | 0.23% | +314+3.3% | Added |
| Confluence Wealth Services, Inc. | 9,258 | $1.46M | 0.16% | +736+8.6% | Added |
| BlueChip Wealth Advisors LLC | 9,250 | $1.45M | 1.02% | +9,250 | New |
| Werlinich Asset Management, LLC | 9,260 | $1.45M | 1.10% | −211−2.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 9,207 | $1.45M | 0.14% | −20,571−69.1% | Reduced |
| AMG National Trust Bank | 9,147 | $1.44M | 0.05% | −3,824−29.5% | Reduced |
| Summit X, LLC | 9,111 | $1.43M | 0.41% | +6,377+233.2% | Added |
| McKinley Carter Wealth Services, Inc. | 9,113 | $1.43M | 0.10% | −862−8.6% | Reduced |
| Quadcap Wealth Management, LLC | 9,090 | $1.43M | 0.37% | +9,090 | New |
| Moody National Bank Trust Division | 9,042 | $1.42M | 0.11% | −9,684−51.7% | Reduced |
| SOA Wealth Advisors, LLC. | 9,021 | $1.42M | 0.32% | +30.0% | Added |
| V-Square Quantitative Management LLC | 9,004 | $1.42M | 0.34% | +3,151+53.8% | Added |
| Northwest & Ethical Investments L.P. | 8,996 | $1.41M | 0.04% | +2,118+30.8% | Added |
| Carson Advisory Inc. | 8,975 | $1.41M | 1.10% | +140+1.6% | Added |
| Meeder Advisory Services, Inc. | 8,948 | $1.41M | 0.16% | −82−0.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,908 | $1.40M | 0.40% | +11+0.1% | Added |
| Old Port Advisors | 8,852 | $1.39M | 0.46% | +322+3.8% | Added |
| Raleigh Capital Management Inc. | 8,840 | $1.39M | 0.65% | −265−2.9% | Reduced |
| Advance Capital Management, Inc. | 8,830 | $1.39M | 0.11% | +6+0.1% | Added |
| Argent Advisors, Inc. | 8,824 | $1.39M | 0.61% | +374+4.4% | Added |
| Change Path, LLC | 8,740 | $1.37M | 0.09% | +944+12.1% | Added |
| Pacific Global Investment Management CO | 8,732 | $1.37M | 0.28% | −74−0.8% | Reduced |
| Dakota Wealth Management | 8,709 | $1.37M | 0.05% | −105−1.2% | Reduced |
| Garner Asset Management Corp | 9,348 | $1.37M | 0.69% | −708−7.0% | Reduced |
| Hexagon Capital Partners LLC | 8,617 | $1.35M | 0.33% | −33−0.4% | Reduced |
| Symmetry Partners, LLC | 8,607 | $1.35M | 0.07% | −1,146−11.8% | Reduced |
| Fiduciary Trust Co | 8,606 | $1.35M | 0.02% | +530+6.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 8,527 | $1.34M | 1.31% | −2,180−20.4% | Reduced |
| First Bank & Trust | 8,514 | $1.34M | 0.32% | −2,697−24.1% | Reduced |
| Independent Financial Group, LLC | 8,506 | $1.34M | 0.07% | +140+1.7% | Added |
| Brown Miller Wealth Management, LLC | 8,498 | $1.34M | 0.67% | +90+1.1% | Added |
| BKD Wealth Advisors, LLC | 8,488 | $1.33M | 0.04% | −1,790−17.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,485 | $1.33M | 0.14% | −56,577−87.0% | Reduced |
| Cornerstone Wealth Management, LLC | 8,465 | $1.33M | 0.11% | −42−0.5% | Reduced |
| Engineers Gate Manager LP | 8,380 | $1.32M | 0.04% | −38,078−82.0% | Reduced |
| SeaBridge Investment Advisors LLC | 8,366 | $1.32M | 0.38% | −201−2.3% | Reduced |
| Sweet Financial Partners, LLC | 8,348 | $1.31M | 0.31% | −1,759−17.4% | Reduced |
| Voya Financial Advisors, Inc. | 8,343 | $1.31M | 0.16% | −82−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 8,312 | $1.31M | 0.21% | −258−3.0% | Reduced |
| First National Advisers, LLC | 8,284 | $1.30M | 0.37% | +1,792+27.6% | Added |
| Lazard Asset Management LLC | 8,276 | $1.30M | 0.00% | −892−9.7% | Reduced |
| Wealth Management Partners, LLC | 8,263 | $1.30M | 0.72% | +733+9.7% | Added |
| Ameritas Investment Partners, Inc. | 8,224 | $1.29M | 0.05% | −308−3.6% | Reduced |
| Concord Asset Management, LLC | 8,212 | $1.29M | 0.38% | +2,565+45.4% | Added |
| Blueshift Asset Management, LLC | 8,210 | $1.29M | 0.69% | +5,538+207.3% | Added |