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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 8,203 | $1.29M | 1.19% | −196−2.3% | Reduced |
| MSH Capital Advisors LLC | 8,187 | $1.29M | 0.48% | −156−1.9% | Reduced |
| Harbour Trust & Investment Management Co | 8,167 | $1.28M | 0.18% | +8,167 | New |
| LVW Advisors, LLC | 8,156 | $1.28M | 0.24% | +3,760+85.5% | Added |
| Kingswood Wealth Advisors, LLC | 8,140 | $1.28M | 0.15% | +4,321+113.1% | Added |
| Intrust Bank NA | 8,127 | $1.28M | 0.15% | +543+7.2% | Added |
| Capital International Inc | 8,125 | $1.28M | 0.02% | +1,640+25.3% | Added |
| Alaethes Wealth LLC | 8,104 | $1.27M | 0.60% | +288+3.7% | Added |
| Robertson Stephens Wealth Management, LLC | 8,101 | $1.27M | 0.08% | +2,426+42.7% | Added |
| TCM Advisors, LLC | – | $1.27M | 1.03% | – | – |
| Amplius Wealth Advisors, LLC | 8,073 | $1.27M | 0.15% | +147+1.9% | Added |
| Private Portfolio Partners LLC | 8,072 | $1.27M | 0.29% | +95+1.2% | Added |
| Fundamentun, LLC | 8,070 | $1.27M | 0.15% | +471+6.2% | Added |
| Csenge Advisory Group | 8,003 | $1.26M | 0.08% | −6−0.1% | Reduced |
| Duff & Phelps Investment Management Co | 8,000 | $1.26M | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.26M | 0.44% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,950 | $1.25M | 0.68% | −108−1.3% | Reduced |
| Panagora Asset Management Inc | 7,940 | $1.25M | 0.01% | −6−0.1% | Reduced |
| CRA Financial Services, LLC | 7,932 | $1.25M | 0.31% | +2,736+52.7% | Added |
| Perpetual Ltd | 7,921 | $1.25M | 0.01% | +1,800+29.4% | Added |
| Stiles Financial Services Inc | 7,907 | $1.24M | 0.56% | +240+3.1% | Added |
| BlueCrest Capital Management Ltd | 7,908 | $1.24M | 0.21% | +1,785+29.2% | Added |
| Invesco, LLC | 7,897 | $1.24M | 0.58% | −295−3.6% | Reduced |
| Silvant Capital Management LLC | 7,893 | $1.24M | 0.07% | −25−0.3% | Reduced |
| Chesapeake Wealth Management | 7,846 | $1.23M | 0.48% | −40−0.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 7,837 | $1.23M | 0.94% | +7,837 | New |
| Trust Co of Vermont | 7,768 | $1.22M | 0.08% | −604−7.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,750 | $1.22M | 0.13% | +4,399+131.3% | Added |
| Barden Capital Management, Inc. | 7,818 | $1.22M | 0.99% | +1,022+15.0% | Added |
| Cigna Investments Inc | 7,722 | $1.21M | 0.25% | −15−0.2% | Reduced |
| Pittenger & Anderson Inc | 7,689 | $1.21M | 0.05% | −19−0.2% | Reduced |
| Trust Co of Virginia | 7,660 | $1.20M | 0.12% | −300−3.8% | Reduced |
| TCG Advisory Services, LLC | 7,646 | $1.20M | 0.08% | +7,646 | New |
| TFG Advisers LLC | 7,641 | $1.20M | 0.50% | −221−2.8% | Reduced |
| Belpointe Asset Management LLC | 7,640 | $1.20M | 0.11% | +5,446+248.2% | Added |
| Occidental Asset Management, LLC | 7,624 | $1.20M | 0.25% | +768+11.2% | Added |
| Wolff Financial Management LLC | 7,616 | $1.20M | 0.37% | +2,213+41.0% | Added |
| Leonteq Securities AG | 7,608 | $1.20M | 0.15% | −1,499−16.5% | Reduced |
| Compass Wealth Management LLC | 7,526 | $1.18M | 0.33% | +341+4.7% | Added |
| OV Management LLC | 7,500 | $1.18M | 0.97% | +7,500 | New |
| Aquatic Capital Management LLC | 7,500 | $1.18M | 0.03% | −163,300−95.6% | Reduced |
| Schechter Investment Advisors, LLC | 7,483 | $1.18M | 0.10% | +586+8.5% | Added |
| D.B. Root & Company, LLC | 7,479 | $1.18M | 0.43% | −114−1.5% | Reduced |
| Ridgewood Investments LLC | 7,473 | $1.18M | 0.70% | +2,944+65.0% | Added |
| Taylor Hoffman Wealth Management | 7,459 | $1.17M | 0.53% | 00.0% | Unchanged |
| Arden Trust Co | 7,455 | $1.17M | 0.17% | −1,493−16.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,419 | $1.17M | 0.31% | +4+0.1% | Added |
| Keystone Financial Group | 7,407 | $1.16M | 0.20% | −224−2.9% | Reduced |
| Harrington Investments, INC | 7,403 | $1.16M | 0.72% | −85−1.1% | Reduced |
| Spears Abacus Advisors LLC | 7,376 | $1.16M | 0.09% | −375−4.8% | Reduced |
| Arnhold LLC | 7,370 | $1.16M | 0.13% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 7,356 | $1.16M | 0.01% | −27,343−78.8% | Reduced |
| Estate Counselors, LLC | 7,305 | $1.15M | 0.14% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,284 | $1.15M | 0.25% | −180−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 7,193 | $1.14M | 0.14% | +69+1.0% | Added |
| AIMZ Investment Advisors, LLC | 7,250 | $1.14M | 0.46% | 00.0% | Unchanged |
| Bollard Group LLC | 7,237 | $1.14M | 0.04% | +77+1.1% | Added |
| Lincoln Capital LLC | 7,233 | $1.14M | 0.28% | −33−0.5% | Reduced |
| Private Wealth Strategies, L.L.C. | 7,195 | $1.13M | 0.25% | −13−0.2% | Reduced |
| SevenBridge Financial Group, LLC | 7,181 | $1.13M | 0.27% | −144−2.0% | Reduced |
| Essex Savings Bank | 7,174 | $1.13M | 0.33% | +1,570+28.0% | Added |
| Strategic Blueprint, LLC | 7,133 | $1.12M | 0.09% | −656−8.4% | Reduced |
| Heritage Wealth Advisors | 7,053 | $1.11M | 0.06% | +775+12.3% | Added |
| Aptus Capital Advisors, LLC | 7,036 | $1.11M | 0.03% | −1,397−16.6% | Reduced |
| Ingalls & Snyder LLC | 7,035 | $1.11M | 0.05% | −653−8.5% | Reduced |
| Noble Family Wealth, LLC | 7,030 | $1.11M | 0.33% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 7,026 | $1.10M | 0.12% | −154−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,025 | $1.10M | 0.11% | +108+1.6% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.10M | 0.25% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,998 | $1.10M | 0.30% | −120−1.7% | Reduced |
| Alpha Omega Wealth Management LLC | 6,988 | $1.10M | 0.18% | +18+0.3% | Added |
| Fayez Sarofim & Co | 7,499 | $1.10M | 0.00% | −1,371−15.5% | Reduced |
| Guardian Capital Advisors LP | 6,855 | $1.10M | 0.11% | −50−0.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,970 | $1.10M | 1.15% | −300−4.1% | Reduced |
| Legacy Financial Advisors, Inc. | 6,959 | $1.09M | 0.21% | +1,704+32.4% | Added |
| Castlekeep Investment Advisors LLC | 6,952 | $1.09M | 0.78% | +6,952 | New |
| Washington Trust Co | 6,946 | $1.09M | 0.04% | −4−0.1% | Reduced |
| Western Wealth Management, LLC | 6,946 | $1.09M | 0.08% | −5−0.1% | Reduced |
| Nations Financial Group Inc, | 6,927 | $1.09M | 0.10% | −485−6.5% | Reduced |
| PFG Investments, LLC | 6,921 | $1.09M | 0.20% | −233−3.3% | Reduced |
| IFP Advisors, Inc | 6,899 | $1.08M | 0.05% | +572+9.0% | Added |
| Pensionmark Financial Group, LLC | 6,877 | $1.08M | 0.14% | +6,877 | New |
| First County Bank | 6,850 | $1.08M | 0.52% | −815−10.6% | Reduced |
| DT Investment Partners, LLC | 7,378 | $1.07M | 0.12% | −315−4.1% | Reduced |
| Probity Advisors, Inc. | 6,790 | $1.07M | 0.23% | −133−1.9% | Reduced |
| High Net Worth Advisory Group LLC | 6,788 | $1.07M | 0.40% | −950−12.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,771 | $1.06M | 0.55% | −5,204−43.5% | Reduced |
| SNS Financial Group, LLC | 6,758 | $1.06M | 0.13% | −231−3.3% | Reduced |
| Ritholtz Wealth Management | 6,745 | $1.06M | 0.04% | −178−2.6% | Reduced |
| Venturi Wealth Management, LLC | 6,735 | $1.06M | 0.07% | −65−1.0% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,710 | $1.06M | 0.63% | +1,750+35.3% | Added |
| Regal Investment Advisors LLC | 6,708 | $1.05M | 0.08% | −823−10.9% | Reduced |
| Schnieders Capital Management LLC | 6,689 | $1.05M | 0.23% | −3,210−32.4% | Reduced |
| Farther Finance Advisors, LLC | 6,665 | $1.05M | 0.08% | +3,913+142.2% | Added |
| Archford Capital Strategies, LLC | 6,647 | $1.05M | 0.19% | −1,897−22.2% | Reduced |
| First United Bank Trust | 6,591 | $1.04M | 0.41% | −292−4.2% | Reduced |
| First Horizon Advisors, Inc. | 6,587 | $1.04M | 0.03% | −580−8.1% | Reduced |
| Colonial Trust Co | 6,580 | $1.03M | 0.22% | +275+4.4% | Added |
| Penserra Capital Management LLC | 6,572 | $1.03M | 0.02% | −757,492−99.1% | Reduced |
| Hyman Charles D | 6,535 | $1.03M | 0.06% | +315+5.1% | Added |