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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 5,080 | $806.3K | 0.53% | −15−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,117 | $804.6K | 0.13% | −987−16.2% | Reduced |
| Community Trust & Investment Co | 5,101 | $802.0K | 0.06% | −202−3.8% | Reduced |
| Ar Asset Management Inc | 5,100 | $802.0K | 0.21% | 00.0% | Unchanged |
| Access Investment Management LLC | 5,100 | $801.9K | 0.30% | +5,100 | New |
| Mirabaud Asset Management Ltd | 5,093 | $800.8K | 0.34% | +5,093 | New |
| Fiduciary Group LLC | 5,091 | $800.5K | 0.09% | −112−2.2% | Reduced |
| David Loasby | 5,043 | $800.4K | 0.09% | −515−9.3% | Reduced |
| Chicago Capital, LLC | 5,065 | $796.4K | 0.03% | −119−2.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 5,065 | $796.0K | 0.63% | −1,605−24.1% | Reduced |
| Inceptionr LLC | 5,052 | $794.3K | 0.57% | +919+22.2% | Added |
| Blackston Financial Advisory Group, LLC | 5,033 | $791.3K | 0.50% | +85+1.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,013 | $788.2K | 0.00% | +763+18.0% | Added |
| Capital Square, LLC | 5,001 | $786.3K | 0.89% | −109−2.1% | Reduced |
| CPR Investments Inc. | 5,000 | $786.1K | 0.76% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,986 | $784.0K | 0.19% | −614−11.0% | Reduced |
| Tobam | 4,976 | $782.0K | 0.07% | +1,026+26.0% | Added |
| Proequities, Inc. | 4,971 | $781.6K | 0.06% | +646+14.9% | Added |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $780.5K | 0.48% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,959 | $780.0K | 0.09% | +16+0.3% | Added |
| DeDora Capital, Inc. | 4,933 | $775.6K | 0.27% | +284+6.1% | Added |
| apricus wealth, LLC | 4,930 | $775.2K | 0.59% | −5−0.1% | Reduced |
| Darwin Advisors, LLC | 4,907 | $771.6K | 0.21% | −34−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,899 | $770.3K | 0.15% | +109+2.3% | Added |
| Valmark Advisers, Inc. | 4,898 | $770.0K | 0.01% | −111−2.2% | Reduced |
| Westpac Banking Corp | 4,872 | $766.0K | 0.06% | −1,575−24.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,244 | $765.2K | 0.31% | +1,487+39.6% | Added |
| Patrick M Sweeney & Associates, Inc | 4,866 | $765.1K | 0.70% | +4,866 | New |
| Hilltop Partners LLC | 4,859 | $764.0K | 0.30% | −564−10.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,858 | $763.7K | 0.25% | −10.0% | Reduced |
| Advisors Management Group Inc | 4,852 | $763.0K | 0.21% | +3+0.1% | Added |
| Strategic Investment Solutions, Inc. | 4,842 | $761.4K | 0.13% | +4,527+1,437.1% | Added |
| Capital Insight Partners, LLC | 4,825 | $758.6K | 0.16% | −41−0.8% | Reduced |
| Advisor Resource Council | 4,805 | $755.6K | 0.09% | +4,805 | New |
| Lake Street Advisors Group, LLC | 4,804 | $755.3K | 0.04% | −11,569−70.7% | Reduced |
| Solitude Financial Services | 4,800 | $754.7K | 0.41% | −100−2.0% | Reduced |
| Pettee Investors, Inc. | 4,800 | $754.7K | 0.33% | +20+0.4% | Added |
| Eagle Bluffs Wealth Management LLC | 4,799 | $754.5K | 0.51% | +586+13.9% | Added |
| Annex Advisory Services, LLC | 4,788 | $752.8K | 0.03% | −192−3.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,777 | $751.1K | 0.02% | −142,566−96.8% | Reduced |
| City State Bank | 4,760 | $748.0K | 0.37% | −14−0.3% | Reduced |
| Meitav Dash Investments Ltd | 4,750 | $747.0K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,745 | $746.1K | 0.10% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,738 | $744.9K | 0.41% | −90−1.9% | Reduced |
| Longfellow Investment Management Co LLC | 4,737 | $744.8K | 0.18% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,726 | $743.1K | 0.06% | −101−2.1% | Reduced |
| FRG Family Wealth Advisors LLC | 4,720 | $742.1K | 0.15% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,716 | $741.6K | 0.19% | +1,244+35.8% | Added |
| McAdam, LLC | 4,712 | $740.9K | 0.05% | +35+0.7% | Added |
| Summit Trail Advisors, LLC | 4,702 | $739.4K | 0.02% | +557+13.4% | Added |
| Imprint Wealth LLC | 4,687 | $736.9K | 0.59% | +184+4.1% | Added |
| LifeGuide Financial Advisors, LLC | 4,686 | $736.8K | 0.39% | −108−2.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,684 | $736.5K | 0.04% | −703−13.0% | Reduced |
| Acropolis Investment Management, LLC | 4,674 | $734.8K | 0.05% | +175+3.9% | Added |
| Thoroughbred Financial Services, LLC | 4,670 | $734.0K | 0.06% | −324−6.5% | Reduced |
| Fernwood Investment Management, LLC | 4,663 | $733.2K | 0.24% | −300−6.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,663 | $733.0K | 0.20% | +564+13.8% | Added |
| Precedent Wealth Partners, LLC | 4,627 | $727.5K | 0.37% | +4,627 | New |
| Sound View Wealth Advisors Group, LLC | 4,615 | $725.6K | 0.08% | +308+7.2% | Added |
| Smith, Moore & Co. | 4,599 | $723.1K | 0.09% | −689−13.0% | Reduced |
| Delta Financial Group, Inc. | 4,576 | $720.0K | 0.23% | −124−2.6% | Reduced |
| Allred Capital Management, LLC | 4,510 | $709.2K | 0.31% | −5−0.1% | Reduced |
| Trust Point Inc. | 4,506 | $708.5K | 0.06% | +4,506 | New |
| Altus Wealth Group LLC | 4,497 | $707.1K | 0.39% | +580+14.8% | Added |
| Boston Family Office LLC | 4,493 | $706.0K | 0.05% | −1,401−23.8% | Reduced |
| Johnson Financial Group, Inc. | 4,468 | $702.5K | 0.04% | −2,885−39.2% | Reduced |
| Geneos Wealth Management Inc. | 4,448 | $699.4K | 0.03% | −2,297−34.1% | Reduced |
| WestHill Financial Advisors, Inc. | 4,448 | $699.4K | 0.19% | +10.0% | Added |
| Jones Financial Companies LLLP | 4,423 | $695.5K | 0.00% | +1,996+82.2% | Added |
| Evermay Wealth Management LLC | 4,394 | $690.9K | 0.13% | +5+0.1% | Added |
| Kovack Advisors, Inc. | 4,388 | $690.0K | 0.08% | +117+2.7% | Added |
| Continuum Advisory, LLC | 4,370 | $687.2K | 0.10% | +287+7.0% | Added |
| Thrive Wealth Management, LLC | 4,360 | $685.6K | 0.15% | −167−3.7% | Reduced |
| Norden Group LLC | 4,355 | $684.8K | 0.12% | −297−6.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,348 | $683.6K | 0.28% | +4,348 | New |
| Ignite Planners, LLC | 4,313 | $683.0K | 0.20% | +87+2.1% | Added |
| HM Payson & Co | 4,338 | $682.0K | 0.01% | −520−10.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,329 | $680.6K | 0.02% | +311+7.7% | Added |
| Virtue Capital Management, LLC | 4,299 | $680.1K | 0.14% | +505+13.3% | Added |
| Geller Advisors LLC | 4,324 | $679.9K | 0.07% | −6−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 4,311 | $677.8K | 0.06% | −46−1.1% | Reduced |
| RFG Advisory, LLC | 4,310 | $677.7K | 0.03% | −5,078−54.1% | Reduced |
| CKW Financial Group | 4,301 | $676.0K | 0.09% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 4,292 | $674.8K | 0.41% | +4,292 | New |
| Salvus Wealth Management, LLC | 4,288 | $674.2K | 0.48% | −24−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,750 | $674.0K | 0.01% | −187−3.8% | Reduced |
| RIA Advisory Group LLC | 17,919 | $672.9K | 0.32% | +15,925+798.6% | Added |
| Cookson Peirce & Co Inc | 4,254 | $669.0K | 0.04% | +117+2.8% | Added |
| Putnam Investments LLC | 4,253 | $668.7K | 0.00% | −29−0.7% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $668.2K | 0.13% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,248 | $667.9K | 0.21% | −8−0.2% | Reduced |
| Waldron Private Wealth LLC | 4,237 | $666.2K | 0.03% | +754+21.6% | Added |
| Oakworth Capital, Inc. | 4,236 | $666.0K | 0.05% | +404+10.5% | Added |
| Vista Investment Management | 4,232 | $665.4K | 0.31% | +247+6.2% | Added |
| First Commonwealth Financial Corp | 4,223 | $664.0K | 0.21% | +650+18.2% | Added |
| Corundum Group, Inc. | 4,207 | $661.5K | 0.33% | −2,428−36.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,207 | $661.4K | 0.27% | +1,807+75.3% | Added |
| Greenwich Wealth Management LLC | 4,199 | $660.0K | 0.07% | +36+0.9% | Added |
| OmniStar Financial Group, Inc. | 4,197 | $660.0K | 0.83% | −246−5.5% | Reduced |
| GM Advisory Group, Inc. | 4,184 | $657.9K | 0.05% | +779+22.9% | Added |