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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 4,184 | $657.0K | 0.10% | +351+9.2% | Added |
| TBH Global Asset Management, LLC | 4,167 | $655.3K | 0.13% | +128+3.2% | Added |
| De Burlo Group Inc | 4,194 | $653.7K | 0.11% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 4,152 | $652.8K | 0.07% | +820+24.6% | Added |
| Xcel Wealth Management, LLC | 4,146 | $651.9K | 0.23% | −785−15.9% | Reduced |
| Rogco, LP | 4,128 | $649.0K | 0.28% | −199−4.6% | Reduced |
| SC&H Financial Advisors, Inc. | 4,113 | $646.7K | 0.19% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 4,112 | $646.5K | 0.04% | +435+11.8% | Added |
| Simon Quick Advisors, LLC | 4,106 | $645.6K | 0.06% | +225+5.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,104 | $645.3K | 0.08% | −14−0.3% | Reduced |
| Cladis Investment Advisory, LLC | 4,067 | $639.5K | 0.50% | +987+32.0% | Added |
| DF Dent & Co Inc | 4,062 | $638.7K | 0.01% | −3,344−45.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,060 | $638.4K | 0.10% | −142−3.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,053 | $637.3K | 0.15% | −18−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,068 | $636.9K | 0.03% | −164−3.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,033 | $634.1K | 0.44% | −49−1.2% | Reduced |
| Barr E S & Co | 4,026 | $633.0K | 0.04% | −7−0.2% | Reduced |
| Donoghue Forlines LLC | 4,015 | $631.3K | 0.20% | −398−9.0% | Reduced |
| Provence Wealth Management Group | 4,013 | $631.0K | 0.34% | +656+19.5% | Added |
| S.A. Mason LLC | 4,011 | $630.6K | 0.42% | −100−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,980 | $625.8K | 0.06% | +141+3.7% | Added |
| Diamant Asset Management, Inc. | 3,976 | $625.1K | 0.46% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,975 | $625.0K | 0.16% | +1,871+88.9% | Added |
| Kanawha Capital Management LLC | 3,973 | $624.7K | 0.06% | +11+0.3% | Added |
| Cedrus LLC | 3,946 | $620.4K | 0.38% | +3,946 | New |
| World Equity Group, Inc. | 3,944 | $620.2K | 0.12% | −1,134−22.3% | Reduced |
| First Dallas Securities Inc. | 3,941 | $620.0K | 0.32% | +3,941 | New |
| Atlas Private Wealth Management | 3,936 | $618.9K | 0.29% | +203+5.4% | Added |
| Group One Trading, L.P. | 3,933 | $618.4K | 0.02% | −6,813−63.4% | Reduced |
| IVC Wealth Advisors LLC | 3,930 | $618.0K | 0.38% | −1,989−33.6% | Reduced |
| Morris Retirement Advisors, LLC | 3,929 | $617.8K | 0.41% | +450+12.9% | Added |
| Curbstone Financial Management Corp | 3,928 | $617.6K | 0.14% | +50+1.3% | Added |
| Independent Solutions Wealth Management, LLC | 3,915 | $615.6K | 0.16% | −2,777−41.5% | Reduced |
| iA Global Asset Management Inc. | 3,910 | $615.0K | 0.01% | −8,167−67.6% | Reduced |
| Lavaca Capital LLC | 3,897 | $612.8K | 0.37% | −189−4.6% | Reduced |
| Ontario Teachers Pension Plan Board | 3,895 | $612.4K | 0.01% | −11,839−75.2% | Reduced |
| Liberty Wealth Management LLC | 3,743 | $612.0K | 0.13% | −110−2.9% | Reduced |
| First Western Trust Bank | 3,871 | $608.6K | 0.03% | +1,855+92.0% | Added |
| Wealth Advisory Solutions, LLC | 3,856 | $606.3K | 0.21% | −3,948−50.6% | Reduced |
| Conscious Wealth Investments, LLC | 3,767 | $601.6K | 0.48% | +3,767 | New |
| Biltmore Wealth Management, LLC | 3,825 | $601.5K | 0.29% | +40+1.1% | Added |
| Trustco Bank Corp N Y | 3,823 | $601.1K | 0.65% | −100−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,817 | $600.2K | 0.01% | −159−4.0% | Reduced |
| MTM Investment Management, LLC | 3,814 | $599.7K | 0.27% | −748−16.4% | Reduced |
| Sentry Investment Management LLC | 3,793 | $596.0K | 0.26% | −407−9.7% | Reduced |
| Wealth Quarterback LLC | 3,784 | $595.0K | 0.36% | −131−3.3% | Reduced |
| S&CO Inc | 3,770 | $592.0K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 3,763 | $591.7K | 0.24% | −1,249−24.9% | Reduced |
| Desjardins Global Asset Management Inc. | 3,762 | $591.5K | 0.06% | −89−2.3% | Reduced |
| Hodges Capital Management Inc. | 3,742 | $588.0K | 0.03% | −2,768−42.5% | Reduced |
| Octavia Wealth Advisors, LLC | 3,734 | $587.1K | 0.10% | −34−0.9% | Reduced |
| Durante & Waters, LLC | 3,733 | $587.0K | 0.57% | +3,733 | New |
| Parkside Financial Bank & Trust | 3,720 | $584.9K | 0.11% | +402+12.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,712 | $583.6K | 0.04% | −214−5.5% | Reduced |
| Smartleaf Asset Management LLC | 3,705 | $580.4K | 0.16% | +3,705 | New |
| Caisse de Depot Et Placement du Quebec | 3,685 | $579.4K | 0.00% | −20,008−84.4% | Reduced |
| Quest Partners LLC | 3,674 | $577.7K | 0.12% | +3,674 | New |
| Sar Wealth Management Group, LLC | 3,670 | $577.1K | 0.58% | +3,670 | New |
| Compagnie Lombard Odier SCmA | 3,670 | $577.0K | 0.01% | +3,670 | New |
| Cape Investment Advisory, Inc. | 3,669 | $576.8K | 0.28% | +544+17.4% | Added |
| Powers Advisory Group, LLC | 3,656 | $574.9K | 0.35% | +58+1.6% | Added |
| Cutler Investment Counsel LLC | 3,653 | $574.3K | 0.08% | +1,592+77.2% | Added |
| Dividend Assets Capital, LLC | 3,641 | $572.0K | 0.11% | −64−1.7% | Reduced |
| Boothbay Fund Management, LLC | 3,636 | $571.7K | 0.02% | +3,636 | New |
| Graypoint LLC | 3,626 | $570.1K | 0.05% | +509+16.3% | Added |
| Clarius Group, LLC | 3,612 | $567.9K | 0.05% | −1,772−32.9% | Reduced |
| Core Alternative Capital | 3,611 | $567.8K | 0.10% | −1,545−30.0% | Reduced |
| River Street Advisors LLC | 3,609 | $567.4K | 0.45% | +106+3.0% | Added |
| Capital Analysts, LLC | 3,606 | $567.0K | 0.03% | −215−5.6% | Reduced |
| Catalyst Financial Partners LLC | 3,602 | $566.3K | 0.16% | −114−3.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,597 | $565.5K | 0.41% | +2+0.1% | Added |
| Defined Wealth Management, LLC | 3,596 | $565.4K | 0.43% | +37+1.0% | Added |
| Sutton Place Investors LLC | 3,594 | $565.1K | 0.41% | +3,594 | New |
| First Affirmative Financial Network | 3,590 | $564.5K | 0.45% | −38−1.0% | Reduced |
| Premier Path Wealth Partners, LLC | 3,574 | $561.9K | 0.12% | +3,574 | New |
| Ferguson Wellman Capital Management, Inc | 3,572 | $561.6K | 0.01% | −134−3.6% | Reduced |
| Foster & Motley Inc | 3,560 | $560.0K | 0.04% | −336−8.6% | Reduced |
| Pathway Financial Advisors LLC | 3,560 | $559.7K | 0.16% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,555 | $559.0K | 0.32% | −1,211−25.4% | Reduced |
| Liberty Capital Management, Inc. | 3,554 | $558.8K | 0.15% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,552 | $558.5K | 0.13% | −19−0.5% | Reduced |
| Live Oak Investment Partners | – | $556.9K | 0.51% | – | – |
| Breakwater Capital Group | 3,510 | $556.7K | 0.16% | +127+3.8% | Added |
| Profit Investment Management, LLC | 3,540 | $556.6K | 0.32% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,536 | $556.0K | 0.03% | −138−3.8% | Reduced |
| Family Legacy, Inc. | 3,529 | $554.9K | 0.21% | −40−1.1% | Reduced |
| Pflug Koory, LLC | 3,520 | $553.5K | 0.29% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,519 | $553.3K | 0.17% | −12−0.3% | Reduced |
| Central Valley Advisors, LLC | 3,515 | $552.7K | 0.33% | +3,515 | New |
| ICA Group Wealth Management, LLC | 3,514 | $552.4K | 0.12% | +97+2.8% | Added |
| Transcend Wealth Collective, LLC | 3,507 | $551.4K | 0.05% | −287−7.6% | Reduced |
| Drive Wealth Management, LLC | 3,501 | $550.4K | 0.18% | +202+6.1% | Added |
| Kolinsky Wealth Management, LLC | 3,491 | $548.9K | 0.48% | −101−2.8% | Reduced |
| Keebeck Alpha, LP | 3,443 | $541.3K | 0.43% | +1,984+136.0% | Added |
| AXS Investments LLC | 3,442 | $541.2K | 0.13% | +4+0.1% | Added |
| Silver Oak Securities, Inc | 3,441 | $541.0K | 0.07% | +3,441 | New |
| Roble, Belko & Company, Inc | 3,433 | $540.0K | 0.10% | +10.0% | Added |
| Buck Wealth Strategies, LLC | 3,432 | $539.7K | 0.20% | +129+3.9% | Added |
| Gratus Wealth Advisors, LLC | 3,425 | $538.5K | 0.11% | +3,425 | New |
| First Nebraska Trust Co | 3,424 | $538.4K | 0.06% | 00.0% | Unchanged |