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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Vanguard Capital Wealth Advisors | 1,942 | $305.4K | 0.25% | −492−20.2% | Reduced |
| McIlrath & Eck, LLC | 1,942 | $305.3K | 0.05% | +29+1.5% | Added |
| Kodai Capital Management LP | 1,941 | $305.2K | 0.01% | +1,941 | New |
| Dumont & Blake Investment Advisors LLC | 1,943 | $305.0K | 0.09% | −15−0.8% | Reduced |
| Northeast Financial Group, Inc. | 1,929 | $303.3K | 0.15% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,927 | $302.9K | 0.07% | −316−14.1% | Reduced |
| Certified Advisory Corp | 1,923 | $302.3K | 0.05% | −21,132−91.7% | Reduced |
| Opus Capital Group, LLC | 1,923 | $302.0K | 0.05% | −462−19.4% | Reduced |
| First City Capital Management, Inc. | 1,915 | $301.1K | 0.17% | −205−9.7% | Reduced |
| Sound Income Strategies, LLC | 1,914 | $300.9K | 0.03% | +660+52.6% | Added |
| Onefund, LLC | 1,913 | $300.8K | 0.39% | +1,913 | New |
| Investment Advisory Services Inc | 1,909 | $300.2K | 0.12% | −424−18.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,903 | $299.2K | 0.15% | +82+4.5% | Added |
| HBW Advisory Services LLC | 1,903 | $299.0K | 0.06% | −26−1.3% | Reduced |
| Alta Advisers Ltd | 1,900 | $298.7K | 0.16% | 00.0% | Unchanged |
| Evexia Wealth LLC | 2,098 | $297.6K | 0.13% | +225+12.0% | Added |
| Ambassador Advisors, LLC | 2,126 | $295.7K | 0.07% | +246+13.1% | Added |
| Optas, LLC | 1,878 | $295.3K | 0.09% | +110+6.2% | Added |
| Tucker Asset Management LLC | 1,874 | $294.7K | 0.07% | +282+17.7% | Added |
| Leavell Investment Management, Inc. | 1,871 | $294.0K | 0.02% | −234−11.1% | Reduced |
| Wealth Management Associates, Inc. | 1,862 | $292.7K | 0.15% | +4+0.2% | Added |
| TRUE Private Wealth Advisors | 1,859 | $292.2K | 0.04% | −2−0.1% | Reduced |
| Proficio Capital Partners LLC | 1,848 | $290.5K | 0.04% | −53−2.8% | Reduced |
| Carmel Capital Partners, LLC | 1,847 | $290.4K | 0.15% | +494+36.5% | Added |
| Legacy Bridge, LLC | 1,839 | $289.1K | 0.19% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,835 | $288.5K | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,833 | $288.2K | 0.18% | −187−9.3% | Reduced |
| Drake & Associates, LLC | 1,828 | $287.4K | 0.12% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,806 | $284.0K | 0.15% | −101−5.3% | Reduced |
| Legacy Edge Advisors, LLC | 1,806 | $284.0K | 0.06% | +1,806 | New |
| Fiducient Advisors LLC | 1,805 | $283.8K | 0.05% | +1,805 | New |
| Fulcrum Equity Management | 1,803 | $283.4K | 0.35% | −288−13.8% | Reduced |
| Alpha Financial Partners, LLC | 1,792 | $281.7K | 0.28% | +202+12.7% | Added |
| Platform Technology Partners | 1,910 | $281.6K | 0.11% | +53+2.9% | Added |
| Somerset Trust Co | 1,788 | $281.1K | 0.12% | −457−20.4% | Reduced |
| Calamos Wealth Management LLC | 1,788 | $281.1K | 0.02% | +33+1.9% | Added |
| Gimbal Financial | 1,785 | $280.7K | 0.28% | +1,785 | New |
| Marshall Financial Group LLC | 1,777 | $279.4K | 0.09% | −64−3.5% | Reduced |
| National Philanthropic Trust | 1,775 | $279.1K | 0.01% | +1,775 | New |
| TNF LLC | 1,762 | $278.5K | 0.11% | −15−0.8% | Reduced |
| Copperwynd Financial, LLC | 1,767 | $277.8K | 0.11% | +21+1.2% | Added |
| Chilton Investment Co LLC | 1,764 | $277.4K | 0.01% | −906−33.9% | Reduced |
| Cahaba Wealth Management, Inc. | 1,758 | $276.4K | 0.03% | −95−5.1% | Reduced |
| Castleview Partners, LLC | 1,746 | $274.5K | 0.19% | +69+4.1% | Added |
| Lodestone Wealth Management LLC | 1,742 | $273.9K | 0.16% | +37+2.2% | Added |
| RMB Capital Management, LLC | 1,736 | $273.0K | 0.01% | −533−23.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,735 | $272.8K | 0.00% | −95,732−98.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,734 | $272.6K | 0.15% | −59−3.3% | Reduced |
| LexAurum Advisors, LLC | 1,734 | $272.6K | 0.07% | +190+12.3% | Added |
| MA Private Wealth | 1,731 | $272.2K | 0.06% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,731 | $272.2K | 0.09% | +89+5.4% | Added |
| First Trust Investment Solutions L.P. | 1,731 | $272.2K | 0.06% | +1,731 | New |
| Bray Capital Advisors | 1,721 | $270.6K | 0.07% | +9+0.5% | Added |
| Aspire Capital Advisors LLC | 1,715 | $269.7K | 0.11% | −14−0.8% | Reduced |
| Plancorp, LLC | 1,712 | $269.1K | 0.01% | +191+12.6% | Added |
| Knuff & Co LLC | 1,711 | $269.0K | 0.10% | −6,856−80.0% | Reduced |
| Prosperity Consulting Group, LLC | 1,708 | $268.5K | 0.09% | +1,708 | New |
| Woodward Diversified Capital, LLC | 1,704 | $267.9K | 0.17% | +76+4.7% | Added |
| Terry L. Blaker | 1,702 | $267.6K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,700 | $267.3K | 0.00% | −84,103−98.0% | Reduced |
| Everpar Advisors LLC | 1,693 | $266.2K | 0.12% | +1,693 | New |
| O'Rourke & Company, Inc | 1,695 | $266.0K | 0.17% | −423−20.0% | Reduced |
| Peak Planning Group, LLC | 1,689 | $265.6K | 0.19% | +1+0.1% | Added |
| Key Client Fiduciary Advisors, LLC | 1,688 | $265.4K | 0.15% | −83−4.7% | Reduced |
| Richwood Investment Advisors, LLC | 1,684 | $264.7K | 0.25% | −110−6.1% | Reduced |
| Forza Wealth Management, LLC | 1,683 | $264.6K | 0.15% | −374−18.2% | Reduced |
| Apexium Financial, LP | 1,677 | $263.7K | 0.02% | +1,677 | New |
| WealthPLAN Partners, LLC | 1,669 | $262.4K | 0.03% | −350−17.3% | Reduced |
| Centurion Wealth Management LLC | 1,667 | $262.1K | 0.11% | +43+2.6% | Added |
| Keel Point, LLC | 1,663 | $261.5K | 0.03% | −5−0.3% | Reduced |
| HFG Advisors, Inc. | 1,661 | $261.2K | 0.25% | +1,661 | New |
| Integrity Wealth Solutions LLC | 1,660 | $261.0K | 0.18% | +1,660 | New |
| Sierra Summit Advisors LLC | 1,659 | $260.8K | 0.08% | +1,659 | New |
| Mission Creek Capital Partners, Inc. | 1,657 | $260.5K | 0.07% | −290−14.9% | Reduced |
| Salomon & Ludwin, LLC | 1,666 | $259.7K | 0.03% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,649 | $259.2K | 0.02% | +230+16.2% | Added |
| Atomi Financial Group, Inc. | 1,644 | $258.4K | 0.04% | +1,644 | New |
| Vestor Capital, LLC | 1,642 | $258.0K | 0.02% | −63−3.7% | Reduced |
| Barlow Wealth Partners, Inc. | 1,638 | $257.5K | 0.04% | +1,638 | New |
| Fort, L.P. | 1,634 | $256.9K | 0.64% | −12−0.7% | Reduced |
| M. Kraus & Co | 1,634 | $256.9K | 0.08% | −50−3.0% | Reduced |
| Aviso Wealth Management | 1,628 | $255.9K | 0.19% | +1,628 | New |
| St Germain D J Co Inc | 1,627 | $255.8K | 0.01% | +150+10.2% | Added |
| Wellington Shields & Co., LLC | 1,625 | $255.5K | 0.09% | −80−4.7% | Reduced |
| SFMG, LLC | 1,622 | $255.0K | 0.02% | −968−37.4% | Reduced |
| Braun-Bostich & Associates Inc. | 1,622 | $255.0K | 0.23% | +1,622 | New |
| Lester Murray Antman dba SimplyRich | 1,614 | $254.0K | 0.09% | −265−14.1% | Reduced |
| Latitude Advisors, LLC | 1,614 | $253.7K | 0.18% | −385−19.3% | Reduced |
| Means Investment Co., Inc. | 1,610 | $253.2K | 0.04% | +124+8.3% | Added |
| Kathmere Capital Management, LLC | 1,607 | $252.7K | 0.03% | +1,607 | New |
| Accel Wealth Management | 1,605 | $252.4K | 0.13% | +45+2.9% | Added |
| HFR Wealth Management, LLC | 1,600 | $252.0K | 0.07% | −170−9.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,602 | $251.9K | 0.17% | −550−25.6% | Reduced |
| Schrum Private Wealth Management LLC | 1,599 | $251.4K | 0.36% | −306−16.1% | Reduced |
| Titleist Asset Management, LLC | 1,597 | $251.1K | 0.05% | +1,597 | New |
| Security National Bank of So Dak | 1,591 | $250.2K | 0.16% | −72−4.3% | Reduced |
| Staley Capital Advisers Inc | 1,590 | $250.0K | 0.01% | −314−16.5% | Reduced |
| Advisory Alpha, LLC | 1,586 | $249.4K | 0.01% | +264+20.0% | Added |
| Boltwood Capital Management | 1,585 | $249.2K | 0.08% | +10+0.6% | Added |
| Creative Financial Designs Inc | 1,583 | $248.9K | 0.03% | +1+0.1% | Added |