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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 2,423 | $381.0K | 0.08% | +272+12.6% | Added |
| waypoint wealth counsel | 2,420 | $380.5K | 0.32% | −308−11.3% | Reduced |
| Nicolet Bankshares Inc | 2,412 | $379.2K | 0.10% | +25+1.0% | Added |
| Sharp Financial Services, LLC | 2,407 | $378.5K | 0.41% | +2,407 | New |
| Sargent Investment Group, LLC | 2,406 | $378.3K | 0.08% | +45+1.9% | Added |
| Patten Group, Inc. | 2,402 | $377.7K | 0.10% | −803−25.1% | Reduced |
| Cambridge Trust Co | 2,401 | $377.5K | 0.02% | +273+12.8% | Added |
| Priebe Wealth Holdings LLC | 2,383 | $374.6K | 0.31% | +2,383 | New |
| Global Trust Asset Management, LLC | 2,381 | $374.4K | 0.16% | −200−7.7% | Reduced |
| AlphaMark Advisors, LLC | 2,381 | $374.0K | 0.14% | +308+14.9% | Added |
| CVA Family Office, LLC | 2,374 | $373.3K | 0.07% | +331+16.2% | Added |
| Vertex Planning Partners, LLC | 2,373 | $373.1K | 0.11% | −113−4.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,371 | $373.0K | 0.02% | −454−16.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,372 | $372.9K | 0.14% | +675+39.8% | Added |
| Redhawk Wealth Advisors, Inc. | 2,368 | $372.4K | 0.07% | −37−1.5% | Reduced |
| Coastline Trust Co | 2,363 | $371.5K | 0.05% | −1,313−35.7% | Reduced |
| Winthrop Advisory Group LLC | 2,344 | $368.5K | 0.06% | +4+0.2% | Added |
| Etfidea, LLC | 2,335 | $367.1K | 0.14% | +10.0% | Added |
| Founders Capital Management | 2,325 | $365.6K | 0.27% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,317 | $364.3K | 0.32% | +137+6.3% | Added |
| 360 Financial, Inc. | 2,311 | $363.4K | 0.16% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,311 | $363.3K | 0.07% | +2,311 | New |
| L2 Asset Management, LLC | 2,302 | $361.9K | 0.15% | +2,003+669.9% | Added |
| Great Diamond Partners, LLC | 2,299 | $361.5K | 0.09% | −20−0.9% | Reduced |
| Aries Wealth Management | 2,296 | $361.0K | 0.13% | −5−0.2% | Reduced |
| 3Chopt Investment Partners, LLC | 2,284 | $359.1K | 0.13% | +2,284 | New |
| Optimist Retirement Group LLC | 2,277 | $358.0K | 0.23% | +2,277 | New |
| Verity Asset Management, Inc. | 2,272 | $357.2K | 0.23% | +716+46.0% | Added |
| Leo Wealth, LLC | 2,290 | $357.0K | 0.04% | +2,290 | New |
| Moreno Evelyn V | 2,270 | $356.9K | 0.17% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,268 | $356.6K | 0.01% | −390−14.7% | Reduced |
| GW Henssler & Associates Ltd | 2,265 | $356.1K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,267 | $356.0K | 0.21% | +200+9.7% | Added |
| Lyell Wealth Management, LP | 2,263 | $355.8K | 0.04% | −46−2.0% | Reduced |
| US Asset Management LLC | 2,245 | $353.0K | 0.35% | +2,245 | New |
| Allstate Corp | 2,224 | $349.7K | 0.02% | −256−10.3% | Reduced |
| Traphagen Investment Advisors LLC | 2,219 | $348.9K | 0.04% | +2+0.1% | Added |
| Lifeworks Advisors, LLC | 2,217 | $348.5K | 0.12% | −1,152−34.2% | Reduced |
| Avestar Capital, LLC | 2,210 | $347.5K | 0.04% | +518+30.6% | Added |
| Bill Few Associates, Inc. | 2,207 | $347.0K | 0.16% | +14+0.6% | Added |
| Walker Financial Services, Inc. | 2,108 | $346.8K | 0.36% | +2+0.1% | Added |
| Ancora Advisors, LLC | 2,204 | $346.6K | 0.01% | −518−19.0% | Reduced |
| Hancock Whitney Corp | 2,204 | $346.5K | 0.01% | −142−6.1% | Reduced |
| Clough Capital Partners L P | 2,200 | $345.9K | 0.04% | −500−18.5% | Reduced |
| Buffington Mohr McNeal | 2,198 | $345.6K | 0.07% | +147+7.2% | Added |
| Carmichael Hill & Associates, Inc. | 2,197 | $345.5K | 0.15% | +404+22.5% | Added |
| Secure Asset Management, LLC | 2,196 | $345.2K | 0.09% | +24+1.1% | Added |
| Bank of Nova Scotia Trust Co | 2,191 | $344.5K | 0.04% | +10.0% | Added |
| Pictet & Cie (Europe) SA | 2,182 | $343.1K | 0.01% | −236−9.8% | Reduced |
| Gsa Capital Partners LLP | 2,179 | $343.0K | 0.03% | +2,179 | New |
| Curi Capital | 2,179 | $342.6K | 0.05% | −3−0.1% | Reduced |
| FLC Capital Advisors | 2,178 | $342.4K | 0.09% | +387+21.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,175 | $342.0K | 0.14% | +31+1.4% | Added |
| Ti-Trust, Inc | 2,134 | $335.5K | 0.30% | −67−3.0% | Reduced |
| CoreFirst Bank & Trust | 2,107 | $331.3K | 0.22% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,097 | $329.7K | 0.24% | −134−6.0% | Reduced |
| Allen Capital Group, LLC | 2,091 | $328.8K | 0.05% | −341−14.0% | Reduced |
| Acorn Creek Capital LLC | 2,088 | $328.3K | 0.15% | +2,088 | New |
| Kovitz Investment Group Partners, LLC | 2,085 | $327.8K | 0.01% | −25,575−92.5% | Reduced |
| Mascoma Wealth Management LLC | 2,081 | $327.3K | 0.10% | −747−26.4% | Reduced |
| Smithfield Trust Co | 2,082 | $327.0K | 0.02% | −54−2.5% | Reduced |
| Ariston Services Group | 2,070 | $325.5K | 0.32% | +2,070 | New |
| Detalus Advisors, LLC | 2,059 | $323.7K | 0.13% | −29−1.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,058 | $323.6K | 0.31% | +2,058 | New |
| Creekmur Asset Management LLC | 2,058 | $323.6K | 0.10% | +2,058 | New |
| Red Wave Investments LLC | 2,053 | $322.8K | 0.13% | +17+0.8% | Added |
| Benedict Financial Advisors Inc | 2,044 | $321.4K | 0.09% | +12+0.6% | Added |
| Texas Capital Bancshares Inc | 2,044 | $321.4K | 0.17% | +8+0.4% | Added |
| SignalPoint Asset Management, LLC | 2,043 | $321.0K | 0.09% | −20−1.0% | Reduced |
| Howe & Rusling Inc | 2,038 | $320.4K | 0.03% | +6+0.3% | Added |
| Ausdal Financial Partners, Inc. | 2,036 | $320.1K | 0.04% | −747−26.8% | Reduced |
| Perennial Investment Advisors, LLC | 2,032 | $319.6K | 0.05% | −361−15.1% | Reduced |
| Exchange Bank | 2,028 | $318.9K | 0.28% | −167−7.6% | Reduced |
| Alera Investment Advisors, LLC | 2,026 | $318.6K | 0.04% | −43−2.1% | Reduced |
| Aspiriant, LLC | 2,013 | $316.5K | 0.01% | +106+5.6% | Added |
| Cozad Asset Management Inc | 2,012 | $316.3K | 0.04% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,010 | $316.0K | 0.34% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,008 | $315.7K | 0.08% | +8+0.4% | Added |
| Horan Securities, Inc. | 2,003 | $315.0K | 0.16% | +18+0.9% | Added |
| Skba Capital Management LLC | 2,000 | $314.5K | 0.05% | −550−21.6% | Reduced |
| GenTrust, LLC | 2,000 | $314.5K | 0.02% | −204−9.3% | Reduced |
| Caerus Investment Advisors, LLC | 2,000 | $314.5K | 0.30% | −6−0.3% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $313.7K | 0.08% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,993 | $313.3K | 0.01% | +1,993 | New |
| GeoWealth Management, LLC | 1,996 | $313.0K | 0.03% | +1,996 | New |
| Gerber, LLC | 1,989 | $312.7K | 0.28% | +1,989 | New |
| N.E.W. Advisory Services LLC | 1,985 | $312.0K | 0.04% | −57−2.8% | Reduced |
| Financial Management Professionals, Inc. | 1,982 | $312.0K | 0.05% | +575+40.9% | Added |
| Gilman Hill Asset Management, LLC | 1,983 | $311.8K | 0.06% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,983 | $311.8K | 0.41% | −736−27.1% | Reduced |
| Sather Financial Group Inc | 1,979 | $311.2K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,994 | $310.8K | 0.28% | 00.0% | Unchanged |
| Holistic Planning, LLC | 1,975 | $310.5K | 0.26% | +1,975 | New |
| Bank Ozk | 1,971 | $309.9K | 0.15% | +34+1.8% | Added |
| Hamilton Capital, LLC | 1,967 | $309.3K | 0.02% | +287+17.1% | Added |
| PFS Partners, LLC | 1,964 | $308.8K | 0.21% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,955 | $307.4K | 0.20% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,951 | $306.8K | 0.12% | −100−4.9% | Reduced |
| West Bancorporation Inc | 1,947 | $306.1K | 0.20% | −40−2.0% | Reduced |
| Cohen & Steers, Inc. | 1,949 | $306.0K | 0.00% | −245−11.2% | Reduced |