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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 3,417 | $537.3K | 0.18% | +9+0.3% | Added |
| West Paces Advisors Inc. | 3,409 | $536.0K | 0.15% | −947−21.7% | Reduced |
| Agf Management Ltd | 3,405 | $535.4K | 0.00% | −35,070−91.2% | Reduced |
| Accurate Wealth Management, LLC | 3,360 | $535.1K | 0.17% | −81−2.4% | Reduced |
| Palumbo Wealth Management LLC | 3,402 | $534.9K | 0.27% | −386−10.2% | Reduced |
| Segment Wealth Management, LLC | 3,399 | $534.4K | 0.05% | +490+16.8% | Added |
| Glen Eagle Advisors, LLC | 3,398 | $534.3K | 0.11% | −120−3.4% | Reduced |
| Washington Trust Bank | 3,381 | $531.6K | 0.05% | +508+17.7% | Added |
| Cidel Asset Management Inc | 3,378 | $531.1K | 0.02% | +3,378 | New |
| Zhang Financial LLC | 3,375 | $530.7K | 0.05% | −324−8.8% | Reduced |
| Thomasville National Bank | 3,374 | $530.5K | 0.05% | −51−1.5% | Reduced |
| Elk River Wealth Management, LLC | 3,364 | $528.9K | 0.10% | −650−16.2% | Reduced |
| Vista Investment Partners LLC | 3,364 | $528.9K | 0.19% | +3,364 | New |
| Archer Investment Corp | 3,362 | $528.6K | 0.17% | −100−2.9% | Reduced |
| Field & Main Bank | 3,360 | $528.3K | 0.22% | −480−12.5% | Reduced |
| Stevens Capital Management LP | 3,359 | $528.0K | 0.13% | +3,359 | New |
| RDA Financial Network | 3,358 | $528.0K | 0.20% | +496+17.3% | Added |
| Stablepoint Partners, LLC | 3,356 | $527.7K | 0.14% | +3,356 | New |
| Ipswich Investment Management Co., Inc. | 3,354 | $527.3K | 0.13% | −3,168−48.6% | Reduced |
| Montecito Bank & Trust | 3,340 | $525.1K | 0.11% | −460−12.1% | Reduced |
| Transatlantique Private Wealth LLC | 3,332 | $523.9K | 0.24% | −26−0.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,325 | $522.8K | 0.29% | +295+9.7% | Added |
| IFG Advisors, LLC | 3,322 | $522.3K | 0.15% | −279−7.7% | Reduced |
| Sterling Investment Counsel, LLC | 3,319 | $521.8K | 0.27% | −13−0.4% | Reduced |
| Human Investing LLC | 3,310 | $520.4K | 0.11% | −689−17.2% | Reduced |
| Viawealth, LLC | 3,309 | $520.3K | 0.36% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,305 | $519.6K | 0.31% | +54+1.7% | Added |
| Private Wealth Partners, LLC | 3,300 | $518.9K | 0.04% | +500+17.9% | Added |
| Meridian Wealth Advisors, LLC | 3,297 | $518.4K | 0.11% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,295 | $518.0K | 0.48% | +287+9.5% | Added |
| Consolidated Planning Corp | 3,290 | $517.3K | 0.10% | −1,821−35.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,287 | $516.8K | 0.26% | +142+4.5% | Added |
| Royal Capital Wealth Management, LLC | 3,285 | $516.5K | 0.45% | −275−7.7% | Reduced |
| Cornerstone Advisory, LLC | 3,282 | $516.0K | 0.08% | +129+4.1% | Added |
| Chesapeake Asset Management LLC | 3,277 | $515.2K | 0.46% | −370−10.1% | Reduced |
| Burford Brothers, Inc. | 3,262 | $512.9K | 0.36% | +3,262 | New |
| Fortis Group Advisors, LLC | 2,719 | $509.0K | 0.13% | +250+10.1% | Added |
| Malaga Cove Capital, LLC | 3,235 | $508.6K | 0.21% | +1,502+86.7% | Added |
| Montis Financial, LLC | 3,234 | $508.5K | 0.30% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,214 | $505.3K | 0.09% | −25−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,208 | $505.2K | 0.12% | +3,208 | New |
| Koshinski Asset Management, Inc. | 3,209 | $504.6K | 0.08% | −43,189−93.1% | Reduced |
| LMG Wealth Partners, LLC | 3,185 | $500.8K | 0.14% | +608+23.6% | Added |
| Jump Financial, LLC | 3,176 | $499.4K | 0.02% | −11,183−77.9% | Reduced |
| Encompass Wealth Advisors, LLC | 3,167 | $497.9K | 0.15% | +1,625+105.4% | Added |
| Phillips Wealth Planners LLC | 3,180 | $497.8K | 0.60% | −1,454−31.4% | Reduced |
| Kennedy Investment Group | 3,166 | $497.7K | 0.28% | −18−0.6% | Reduced |
| King Wealth | 3,161 | $497.0K | 0.10% | +318+11.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $496.8K | 0.04% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,212 | $496.4K | 0.31% | 00.0% | Unchanged |
| NTV Asset Management LLC | 3,156 | $496.2K | 0.08% | +39+1.3% | Added |
| Yeomans Consulting Group, Inc. | 3,156 | $496.2K | 0.25% | +3,156 | New |
| Eaton-Cambridge Inc. | 3,155 | $496.1K | 0.30% | +3,155 | New |
| Little House Capital LLC | 3,151 | $495.5K | 0.18% | −293−8.5% | Reduced |
| Evernest Financial Advisors, LLC | 3,151 | $495.4K | 0.25% | +3,151 | New |
| MidWestOne Financial Group, Inc. | 3,150 | $495.3K | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,147 | $494.9K | 0.14% | −97−3.0% | Reduced |
| Emerald Advisors, LLC | 3,144 | $494.3K | 0.09% | −772−19.7% | Reduced |
| Elevated Capital Advisors, LLC | 3,143 | $494.2K | 0.15% | +477+17.9% | Added |
| Versant Capital Management, Inc | 3,142 | $494.0K | 0.15% | −46−1.4% | Reduced |
| Oxford Financial Group Ltd | 3,142 | $494.0K | 0.04% | +39+1.3% | Added |
| Gryphon Financial Partners LLC | 3,028 | $493.5K | 0.09% | +1,701+128.2% | Added |
| Successful Portfolios LLC | 3,136 | $493.1K | 0.37% | −150−4.6% | Reduced |
| Richard W. Paul & Associates, LLC | 3,136 | $493.0K | 0.21% | −5−0.2% | Reduced |
| HCR Wealth Advisors | 3,133 | $492.6K | 0.08% | +1,805+135.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,124 | $491.2K | 0.05% | −165−5.0% | Reduced |
| Landmark Financial Advisors, LLC | 3,112 | $489.3K | 0.18% | −50−1.6% | Reduced |
| ERTS Wealth Advisors, LLC | 3,091 | $486.0K | 0.10% | −59−1.9% | Reduced |
| Marex Group plc | 3,081 | $484.4K | 0.02% | +1,460+90.1% | Added |
| BluePath Capital Management, LLC | 3,003 | $484.1K | 0.43% | +712+31.1% | Added |
| E&G Advisors, LP | 3,069 | $482.5K | 0.17% | −78−2.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,065 | $482.0K | 0.12% | +8+0.3% | Added |
| Douglas Lane & Associates, LLC | 3,059 | $481.0K | 0.01% | −115−3.6% | Reduced |
| Wallace Advisory Group, LLC | 3,073 | $479.0K | 0.38% | −157−4.9% | Reduced |
| Personal Cfo Solutions, LLC | 3,037 | $477.5K | 0.08% | −52−1.7% | Reduced |
| Patton Albertson Miller Group, LLC | 3,035 | $477.2K | 0.08% | −125−4.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,021 | $475.0K | 0.51% | −859−22.1% | Reduced |
| Steward Partners Investment Solutions, LLC | 3,015 | $474.0K | 0.20% | +3,015 | New |
| Harbour Capital Advisors, LLC | 3,009 | $474.0K | 0.13% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,012 | $473.6K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,012 | $473.6K | 0.13% | +147+5.1% | Added |
| Bennett Associates Wealth Management | 3,006 | $472.6K | 0.46% | +3,006 | New |
| Johnson & White Wealth Management, LLC | 3,005 | $472.0K | 0.39% | +3,005 | New |
| Fortis Capital Advisors, LLC | 3,000 | $471.7K | 0.26% | +3,000 | New |
| GAMMA Investing LLC | 3,324 | $471.7K | 0.13% | +3,324 | New |
| Signet Financial Management, LLC | 2,994 | $470.8K | 0.07% | −332−10.0% | Reduced |
| Jeppson Wealth Management, LLC | 2,990 | $470.1K | 0.19% | −762−20.3% | Reduced |
| Weaver Consulting Group | 2,976 | $467.9K | 0.19% | +10.0% | Added |
| Sterling Financial Planning, Inc. | 2,975 | $467.8K | 0.20% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,975 | $467.8K | 0.05% | +2,975 | New |
| Elgethun Capital Management | 2,974 | $467.6K | 0.13% | +107+3.7% | Added |
| Regent Peak Wealth Advisors LLC | 2,959 | $465.2K | 0.13% | +62+2.1% | Added |
| Vance Wealth, Inc. | 2,951 | $464.0K | 0.20% | +2+0.1% | Added |
| Patten & Patten Inc | 2,949 | $463.7K | 0.04% | −119−3.9% | Reduced |
| Colonial Trust Advisors | 2,940 | $462.3K | 0.05% | −440−13.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,940 | $462.2K | 0.08% | −157−5.1% | Reduced |
| WealthShield Partners, LLC | 2,923 | $459.6K | 0.08% | +186+6.8% | Added |
| Green Square Capital Advisors LLC | 2,921 | $459.3K | 0.06% | −7,420−71.8% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $459.0K | 0.25% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 2,918 | $458.0K | 0.12% | +31+1.1% | Added |