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
- 2,268
- +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
- 793 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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 6,509 | $1.02M | 0.26% | +49+0.8% | Added |
| AIA Group Ltd | 6,504 | $1.02M | 0.04% | +4,222+185.0% | Added |
| Alpha DNA Investment Management LLC | 6,496 | $1.02M | 0.61% | +457+7.6% | Added |
| Sigma Planning Corp | 6,492 | $1.02M | 0.08% | −9,258−58.8% | Reduced |
| Constitution Capital LLC | 6,464 | $1.02M | 0.61% | −420−6.1% | Reduced |
| First Financial Bank - Trust Division | 6,458 | $1.02M | 0.10% | −172−2.6% | Reduced |
| Qtron Investments LLC | 6,456 | $1.02M | 0.17% | +1,923+42.4% | Added |
| Warren Averett Asset Management, LLC | 6,416 | $1.01M | 0.04% | −39−0.6% | Reduced |
| Diligent Investors, LLC | 6,408 | $1.01M | 0.28% | −50−0.8% | Reduced |
| Trust Investment Advisors | 6,382 | $1.00M | 0.78% | +23+0.4% | Added |
| Cooper Financial Group | 6,381 | $1.00M | 0.18% | −1,333−17.3% | Reduced |
| K.J. Harrison & Partners Inc | 6,375 | $1.00M | 0.17% | +6,375 | New |
| Buckingham Strategic Partners | 6,372 | $1.00M | 0.05% | −100−1.5% | Reduced |
| Nwam LLC | 6,360 | $1.00M | 0.08% | +1,851+41.1% | Added |
| Gleason Group, Inc. | 6,351 | $998.6K | 0.23% | +66+1.1% | Added |
| Rothschild Investment LLC | 6,344 | $997.5K | 0.08% | +6,344 | New |
| Brown Capital Management LLC | 6,312 | $992.4K | 0.01% | 00.0% | Unchanged |
| Family Asset Management, LLC | 6,304 | $991.2K | 0.66% | −308−4.7% | Reduced |
| Mach-1 Financial Group, Inc. | 6,298 | $990.3K | 0.38% | +353+5.9% | Added |
| Abbrea Capital, LLC | 6,295 | $990.0K | 0.14% | −892−12.4% | Reduced |
| 1st Source Bank | 6,289 | $988.8K | 0.06% | +614+10.8% | Added |
| Moneta Group Investment Advisors LLC | 6,244 | $981.7K | 0.02% | −37−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,179 | $971.6K | 0.08% | −506−7.6% | Reduced |
| Coastal Investment Advisors, Inc. | 6,165 | $969.3K | 0.22% | −836−11.9% | Reduced |
| Syon Capital LLC | 6,162 | $968.9K | 0.10% | +1,562+34.0% | Added |
| Marino, Stram & Associates LLC | 6,148 | $966.6K | 0.25% | +10+0.2% | Added |
| Benjamin Edwards Inc | 6,146 | $966.0K | 0.21% | −810−11.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,124 | $962.9K | 0.09% | +56+0.9% | Added |
| Patriot Investment Management Inc. | 6,110 | $960.7K | 0.08% | −272−4.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,079 | $956.0K | 0.13% | −2,394−28.3% | Reduced |
| Affinity Wealth Management LLC | 6,046 | $950.6K | 0.20% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,094 | $950.0K | 0.02% | +242+4.1% | Added |
| Tradewinds Capital Management, LLC | 6,034 | $948.8K | 0.38% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 6,004 | $944.0K | 0.23% | +6,004 | New |
| LS Investment Advisors, LLC | 6,000 | $943.4K | 0.16% | +6,000 | New |
| Private Trust Co NA | 5,973 | $939.1K | 0.11% | −279−4.5% | Reduced |
| Corton Capital Inc. | 5,969 | $938.5K | 0.30% | +1,775+42.3% | Added |
| Bremer Bank National Association | 5,956 | $936.5K | 0.17% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5,942 | $934.2K | 0.14% | +103+1.8% | Added |
| Boston Financial Mangement LLC | 5,940 | $934.0K | 0.03% | +5,940 | New |
| Byrne Asset Management LLC | 5,900 | $925.4K | 0.71% | – | – |
| Legacy Capital Wealth Partners, LLC | 5,874 | $923.5K | 0.26% | −2,092−26.3% | Reduced |
| Reuter James Wealth Management, LLC | 5,867 | $922.5K | 0.63% | −277−4.5% | Reduced |
| LCNB Corp | 5,857 | $920.9K | 0.36% | −4−0.1% | Reduced |
| WSFS Capital Management, LLC | 5,834 | $917.2K | 0.06% | −7,603−56.6% | Reduced |
| Centaurus Financial, Inc. | 5,833 | $917.0K | 0.07% | +96+1.7% | Added |
| Weaver Capital Management LLC | 5,822 | $915.4K | 0.37% | +5,822 | New |
| Intellectus Partners, LLC | 5,807 | $913.0K | 0.26% | +495+9.3% | Added |
| Northstar Group, Inc. | 5,801 | $912.1K | 0.20% | −619−9.6% | Reduced |
| Massachusetts Wealth Management | 5,790 | $910.4K | 0.73% | +25+0.4% | Added |
| Investors Research Corp | 5,789 | $910.2K | 0.22% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,782 | $909.1K | 0.08% | +345+6.3% | Added |
| Financial Advocates Investment Management | 5,741 | $902.7K | 0.06% | −88−1.5% | Reduced |
| Traynor Capital Management, Inc. | 5,740 | $902.5K | 0.10% | −71−1.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,737 | $902.0K | 0.20% | −50−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 5,731 | $901.1K | 0.06% | −455−7.4% | Reduced |
| Wealthspire Advisors, LLC | 5,693 | $895.1K | 0.01% | +783+15.9% | Added |
| Mendel Money Management | 5,692 | $895.0K | 0.43% | −117−2.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,690 | $894.6K | 0.75% | −86−1.5% | Reduced |
| Berkshire Asset Management LLC | 5,674 | $892.1K | 0.05% | −245−4.1% | Reduced |
| Grove Bank & Trust | 5,635 | $886.0K | 0.16% | −448−7.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,619 | $883.6K | 0.28% | −614−9.9% | Reduced |
| Hutner Capital Management Inc | 5,615 | $882.9K | 0.52% | −3,284−36.9% | Reduced |
| Meyer Handelman Co | 5,600 | $880.5K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 5,590 | $878.9K | 0.05% | −1,659−22.9% | Reduced |
| Founders Financial Alliance, LLC | 5,584 | $878.0K | 0.34% | +173+3.2% | Added |
| Flputnam Investment Management Co | 5,568 | $875.5K | 0.02% | −8,697−61.0% | Reduced |
| Stableford Capital II LLC | 5,495 | $875.1K | 0.37% | +294+5.7% | Added |
| Paragon Private Wealth Management, LLC | 5,551 | $872.8K | 0.61% | −911−14.1% | Reduced |
| Main Street Financial Solutions, LLC | 5,538 | $870.7K | 0.11% | −44−0.8% | Reduced |
| SPC Financial, Inc. | 5,537 | $870.6K | 0.09% | −2,881−34.2% | Reduced |
| Lindbrook Capital, LLC | 5,529 | $869.3K | 0.09% | +217+4.1% | Added |
| Missouri Trust & Investment Co | 5,512 | $866.7K | 0.35% | −150−2.6% | Reduced |
| JT Stratford LLC | 5,466 | $859.4K | 0.20% | −827−13.1% | Reduced |
| Monument Capital Management | 5,461 | $858.6K | 0.28% | +858+18.6% | Added |
| Simmons Bank | 5,459 | $858.3K | 0.07% | −900−14.2% | Reduced |
| Eads & Heald Wealth Management | 5,451 | $857.0K | 0.41% | +687+14.4% | Added |
| Herold Advisors, Inc. | 5,449 | $856.8K | 0.24% | −901−14.2% | Reduced |
| Occudo Quantitative Strategies LP | 5,449 | $856.7K | 0.12% | −8,886−62.0% | Reduced |
| Lakewood Asset Management LLC | 5,424 | $852.8K | 0.66% | −790−12.7% | Reduced |
| Peoples Financial Services Corp. | 5,343 | $840.1K | 0.36% | −63−1.2% | Reduced |
| Cetera Trust Company, N.A | 5,339 | $839.5K | 0.52% | +5,339 | New |
| Credential Qtrade Securities Inc. | 5,325 | $837.2K | 0.05% | +860+19.3% | Added |
| Bangor Savings Bank | 5,319 | $836.3K | 0.09% | +70+1.3% | Added |
| Girard Partners Ltd. | 5,315 | $835.7K | 0.08% | −1,736−24.6% | Reduced |
| Choate Investment Advisors | 5,302 | $833.6K | 0.03% | −991−15.7% | Reduced |
| IFG Advisory, LLC | 5,293 | $832.3K | 0.06% | −1,650−23.8% | Reduced |
| Capital Wealth Planning, LLC | 5,292 | $832.1K | 0.01% | −2,194,526−99.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,226 | $821.7K | 0.05% | −13−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 5,226 | $821.7K | 0.32% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,222 | $821.1K | 0.38% | +229+4.6% | Added |
| First Citizens Bank & Trust Co | 5,212 | $819.5K | 0.01% | +400+8.3% | Added |
| Investors Asset Management of Georgia Inc | 5,192 | $817.4K | 0.41% | +700+15.6% | Added |
| Pinnacle West Asset Management, Inc. | 5,195 | $817.0K | 0.70% | +280+5.7% | Added |
| Essex Financial Services, Inc. | 5,190 | $816.1K | 0.08% | +277+5.6% | Added |
| RMR Wealth Builders | 5,180 | $814.5K | 0.11% | +1,312+33.9% | Added |
| Fortem Financial Group, LLC | 5,172 | $813.2K | 0.40% | −227−4.2% | Reduced |
| VeraBank, N.A. | 5,169 | $812.7K | 0.27% | +38+0.7% | Added |
| Taylor Financial Group, Inc. | 5,148 | $809.4K | 0.67% | +5,148 | New |
| Mountain Capital Investment Advisors, Inc | 5,059 | $809.1K | 0.27% | −230−4.3% | Reduced |