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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 2,910 | $457.5K | 0.07% | −300−9.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,906 | $456.9K | 0.01% | −76−2.5% | Reduced |
| OneAscent Financial Services LLC | 2,901 | $456.0K | 0.06% | +1,481+104.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,899 | $455.8K | 0.01% | −271−8.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,885 | $453.6K | 0.06% | +62+2.2% | Added |
| IMS Capital Management | 2,872 | $451.6K | 0.22% | +3+0.1% | Added |
| Mystic Asset Management, Inc. | 2,872 | $451.6K | 0.22% | +535+22.9% | Added |
| STAR Financial Bank | 2,858 | $449.4K | 0.41% | +9+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 2,855 | $448.9K | 0.06% | −103−3.5% | Reduced |
| Davidson Trust Co | 2,854 | $448.7K | 0.29% | +60+2.1% | Added |
| Forum Financial Management, LP | 2,849 | $447.9K | 0.01% | −1,939−40.5% | Reduced |
| Shepherd Financial Partners LLC | 2,843 | $447.0K | 0.06% | +104+3.8% | Added |
| Ledyard National Bank | 2,834 | $445.6K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,829 | $444.8K | 0.07% | −77−2.6% | Reduced |
| Accuvest Global Advisors | 2,820 | $443.4K | 0.47% | −490−14.8% | Reduced |
| St. Johns Investment Management Company, LLC | 2,812 | $442.1K | 0.23% | −111−3.8% | Reduced |
| Choice Wealth Advisors, LLC | 2,806 | $441.3K | 0.27% | +19+0.7% | Added |
| AFS Financial Group, LLC | 2,804 | $440.9K | 0.41% | −6,129−68.6% | Reduced |
| Mechanics Financial Corp | 2,802 | $440.6K | 0.25% | +95+3.5% | Added |
| Navellier & Associates Inc | 2,783 | $437.6K | 0.07% | +491+21.4% | Added |
| Burney Co | 2,771 | $435.7K | 0.02% | −47−1.7% | Reduced |
| Gray Wealth Management Inc. | 2,769 | $435.4K | 0.21% | −166−5.7% | Reduced |
| Absher Wealth Management, LLC | 2,767 | $435.1K | 0.07% | +160+6.1% | Added |
| McGuire Investment Group, LLC | 2,762 | $434.3K | 0.07% | −278−9.1% | Reduced |
| Guidance Capital, Inc | 2,740 | $433.9K | 0.17% | +85+3.2% | Added |
| Stonebrook Private Inc. | 2,747 | $432.0K | 0.14% | +2,747 | New |
| Burns Matteson Capital Management, LLC | 2,743 | $431.3K | 0.30% | −139−4.8% | Reduced |
| Franklin Street Advisors Inc | 2,732 | $430.0K | 0.04% | −112−3.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,738 | $430.0K | 0.01% | +986+56.3% | Added |
| Walter & Keenan Financial Consulting Co | 2,734 | $429.8K | 0.15% | +385+16.4% | Added |
| Silverlake Wealth Management LLC | 2,731 | $429.4K | 0.24% | +208+8.2% | Added |
| Atlas Wealth LLC | 2,751 | $428.8K | 0.23% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,725 | $428.5K | 0.19% | −88−3.1% | Reduced |
| DRW Securities, LLC | 2,716 | $427.0K | 0.01% | −3,499−56.3% | Reduced |
| Truepoint, Inc. | 2,706 | $425.5K | 0.01% | +2,706 | New |
| Opinicus Capital, Inc. | 2,701 | $424.6K | 0.43% | +2,701 | New |
| Founders Capital Management, LLC | 2,698 | $424.2K | 0.09% | +225+9.1% | Added |
| Harbor Investment Advisory, LLC | 2,696 | $423.9K | 0.05% | −505−15.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,695 | $423.8K | 0.26% | −26−1.0% | Reduced |
| Nikulski Financial, Inc. | 2,681 | $421.5K | 0.15% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,680 | $421.4K | 0.13% | −49−1.8% | Reduced |
| Next Level Private LLC | 2,680 | $421.3K | 0.24% | −808−23.2% | Reduced |
| Westhampton Capital, LLC | 2,675 | $420.6K | 0.25% | −50−1.8% | Reduced |
| Adirondack Trust Co | 2,834 | $420.1K | 0.18% | +143+5.3% | Added |
| Paulson Wealth Management Inc. | 2,664 | $418.9K | 0.13% | +916+52.4% | Added |
| Weatherly Asset Management L. P. | 2,658 | $417.9K | 0.05% | −44−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,658 | $417.9K | 0.28% | −128−4.6% | Reduced |
| BLB&B Advisors, LLC | 2,657 | $417.7K | 0.03% | +265+11.1% | Added |
| CWS Financial Advisors, LLC | 2,653 | $417.1K | 0.16% | +1,324+99.6% | Added |
| Suncoast Equity Management | 2,652 | $417.0K | 0.06% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 2,651 | $416.7K | 0.17% | +137+5.4% | Added |
| Yarger Wealth Strategies, LLC | 2,647 | $416.1K | 0.34% | −817−23.6% | Reduced |
| Leisure Capital Management | 2,645 | $415.9K | 0.22% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,641 | $415.2K | 0.27% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,633 | $414.0K | 0.01% | −13,171−83.3% | Reduced |
| Pacitti Group Inc. | 2,632 | $413.9K | 0.26% | +61+2.4% | Added |
| Alliance Wealth Advisors, LLC | 2,632 | $413.8K | 0.14% | −282−9.7% | Reduced |
| NWF Advisory Services Inc. | 2,633 | $413.8K | 0.08% | −488−15.6% | Reduced |
| Cannon Financial Strategists, Inc. | 2,625 | $412.7K | 0.09% | +6+0.2% | Added |
| Salem Investment Counselors Inc | 2,616 | $411.3K | 0.01% | +447+20.6% | Added |
| Oracle Alpha Inc. | 2,610 | $410.4K | 0.53% | +2,610 | New |
| Register Financial Advisors LLC | 2,610 | $410.4K | 0.27% | +4+0.2% | Added |
| Wedmont Private Capital | 2,562 | $409.7K | 0.03% | +9+0.4% | Added |
| Gouws Capital LLC | 2,600 | $408.8K | 0.33% | −6,080−70.0% | Reduced |
| Peavine Capital, LLC | 2,600 | $408.8K | 0.10% | 00.0% | Unchanged |
| NVWM, LLC | 2,589 | $407.1K | 0.12% | −155−5.6% | Reduced |
| Country Trust Bank | 2,587 | $406.8K | 0.01% | −42−1.6% | Reduced |
| Steel Peak Wealth Management LLC | 2,581 | $405.8K | 0.02% | +440+20.6% | Added |
| ORG Partners LLC | 2,577 | $405.8K | 0.07% | −330−11.4% | Reduced |
| Delta Financial Advisors LLC | 2,580 | $405.6K | 0.18% | −22−0.8% | Reduced |
| Kades & Cheifetz LLC | 2,568 | $403.8K | 0.29% | −101−3.8% | Reduced |
| Austin Asset Management Co Inc | 2,555 | $401.8K | 0.11% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,552 | $401.3K | 0.61% | +2,552 | New |
| Spirit of America Management Corp | 2,550 | $400.9K | 0.09% | +100+4.1% | Added |
| Childress Capital Advisors, LLC | 2,545 | $400.1K | 0.12% | −302−10.6% | Reduced |
| Sollinda Capital Management LLC | 2,545 | $400.1K | 0.11% | +2,545 | New |
| Verus Capital Partners, LLC | 2,542 | $399.7K | 0.05% | −146−5.4% | Reduced |
| Strategic Wealth Designers | 2,542 | $399.7K | 0.06% | −663−20.7% | Reduced |
| Grandview Asset Management LLC | 2,530 | $398.0K | 0.21% | −66−2.5% | Reduced |
| Fortitude Family Office, LLC | 2,528 | $397.5K | 0.30% | +2,528 | New |
| NCM Capital Management, LLC | 2,525 | $397.0K | 0.24% | −102−3.9% | Reduced |
| Sunpointe, LLC | 2,507 | $394.2K | 0.50% | +2,507 | New |
| Busey Wealth Management | 2,504 | $393.7K | 0.02% | −15−0.6% | Reduced |
| Joule Financial, LLC | 2,499 | $393.0K | 0.18% | −70−2.7% | Reduced |
| Cobblestone Capital Advisors LLC | 2,496 | $392.4K | 0.03% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,488 | $391.1K | 0.10% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,487 | $391.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,487 | $391.0K | 0.06% | +23+0.9% | Added |
| Heartwood Wealth Advisors LLC | 2,481 | $390.1K | 0.05% | −100−3.9% | Reduced |
| Simplicity Wealth,LLC | 2,474 | $389.0K | 0.15% | +679+37.8% | Added |
| Prestige Wealth Management Group LLC | 2,462 | $387.1K | 0.09% | −414−14.4% | Reduced |
| Sachetta, LLC | 2,452 | $385.6K | 0.18% | +2,452 | New |
| Claro Advisors LLC | 2,444 | $384.3K | 0.08% | −810−24.9% | Reduced |
| New Hampshire Trust | 2,433 | $382.5K | 0.09% | −51−2.1% | Reduced |
| Chaney Capital Management, Inc. | 2,430 | $382.1K | 0.34% | +2,430 | New |
| Allegheny Financial Group LTD | 2,428 | $381.8K | 0.12% | +2+0.1% | Added |
| Old Mission Investment Co LLC | 2,425 | $381.3K | 0.13% | 00.0% | Unchanged |
| Hoylecohen, LLC | 2,424 | $381.1K | 0.03% | −300−11.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,424 | $381.1K | 0.03% | −42−1.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,420 | $381.0K | 0.17% | +1,870+340.0% | Added |