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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 1,583 | $248.9K | 0.00% | −2,429−60.5% | Reduced |
| Thrive Capital Management, LLC | 1,566 | $246.2K | 0.13% | −392−20.0% | Reduced |
| Broadwater Capital Management LLC | 1,565 | $246.1K | 0.19% | +1,565 | New |
| Wellington Shields Capital Management, LLC | 1,562 | $245.6K | 0.03% | −216−12.1% | Reduced |
| MN Wealth Advisors, LLC | 1,558 | $245.1K | 0.17% | +1,558 | New |
| Coyle Financial Counsel LLC | 1,551 | $243.9K | 0.09% | +6+0.4% | Added |
| Pacific Sage Partners, LLC | 1,551 | $243.8K | 0.07% | +2+0.1% | Added |
| Rise Advisors, LLC | 1,548 | $243.5K | 0.17% | +304+24.4% | Added |
| Grant/GrossMendelsohn, LLC | 1,527 | $243.3K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,530 | $242.3K | 0.05% | −60−3.8% | Reduced |
| First Heartland Consultants, Inc. | 1,536 | $242.0K | 0.03% | +35+2.3% | Added |
| Kercheville Advisors, LLC | 1,537 | $241.6K | 0.14% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,536 | $241.5K | 0.22% | −130−7.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,536 | $241.5K | 0.07% | −1,296−45.8% | Reduced |
| Grey Street Capital, LLC | 1,532 | $240.9K | 0.11% | −81−5.0% | Reduced |
| NovaPoint Capital, LLC | 1,524 | $239.6K | 0.09% | +9+0.6% | Added |
| Sage Rhino Capital LLC | 1,520 | $239.0K | 0.06% | −19−1.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,514 | $238.0K | 0.11% | +4+0.3% | Added |
| Invictus Private Wealth, LLC | 1,511 | $237.6K | 0.02% | −21−1.4% | Reduced |
| Hall Laurie J Trustee | 1,510 | $237.0K | 0.09% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,506 | $236.8K | 0.09% | +100+7.1% | Added |
| Gillespie Robinson & Grimm Inc | 1,504 | $236.5K | 0.02% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $235.8K | 0.04% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,499 | $235.7K | 0.17% | −210−12.3% | Reduced |
| PFG Advisors | 1,499 | $235.6K | 0.02% | −195−11.5% | Reduced |
| Maxwell Wealth Strategies Inc. | 1,493 | $234.7K | 0.15% | +1,493 | New |
| Gill Capital Partners, LLC | 1,361 | $234.5K | 0.10% | +1,361 | New |
| Balboa Wealth Partners | 1,487 | $233.8K | 0.08% | −674−31.2% | Reduced |
| Members Capital Advisors Inc | 1,481 | $232.9K | 0.67% | −6,700−81.9% | Reduced |
| Arcataur Capital Management LLC | 1,473 | $231.6K | 0.09% | −5−0.3% | Reduced |
| Convergence Investment Partners, LLC | 1,467 | $231.0K | 0.12% | −39−2.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,468 | $230.8K | 0.02% | +47+3.3% | Added |
| CIC Wealth, LLC | 1,466 | $230.5K | 0.07% | −299−16.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,466 | $230.5K | 0.02% | −7,410−83.5% | Reduced |
| Arrow Financial Corp | 1,463 | $230.0K | 0.02% | −2,289−61.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,462 | $229.9K | 0.04% | +62+4.4% | Added |
| SRS Capital Advisors, Inc. | 1,461 | $229.7K | 0.03% | +112+8.3% | Added |
| Tower Wealth Partners, Inc. | 1,454 | $228.6K | 0.16% | −1,676−53.5% | Reduced |
| Embree Financial Group | 1,452 | $228.3K | 0.05% | +1,452 | New |
| Prosperity Wealth Management, Inc. | 1,451 | $228.1K | 0.15% | +1,451 | New |
| Wellington Wealth Strategies, LLC. | 1,448 | $227.7K | 0.20% | +1,448 | New |
| Trinity Financial Advisors LLC | 1,445 | $227.2K | 0.11% | −62−4.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,446 | $227.0K | 0.02% | −25−1.7% | Reduced |
| Impact Partnership Wealth, LLC | 1,441 | $226.5K | 0.08% | −3,931−73.2% | Reduced |
| Harvey Investment Co LLC | 1,438 | $226.0K | 0.03% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,433 | $225.3K | 0.17% | −3−0.2% | Reduced |
| FourThought Financial Partners, LLC | 1,430 | $224.8K | 0.03% | −43−2.9% | Reduced |
| Wedge Capital Management L L P | 1,424 | $223.9K | 0.00% | +80+6.0% | Added |
| Journey Advisory Group, LLC | 1,423 | $223.7K | 0.03% | +1+0.1% | Added |
| Aire Advisors, LLC | 1,416 | $223.5K | 0.06% | +2+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,422 | $223.5K | 0.14% | −46−3.1% | Reduced |
| Diversified, LLC | 1,410 | $221.7K | 0.05% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,408 | $221.4K | 0.06% | +39+2.8% | Added |
| German American Bancorp, Inc. | 1,400 | $220.1K | 0.03% | −64−4.4% | Reduced |
| Fort Sheridan Advisors LLC | 1,400 | $220.1K | 0.04% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,400 | $220.1K | 0.11% | 00.0% | Unchanged |
| Payden & Rygel | 1,400 | $220.0K | 0.02% | −63,810−97.9% | Reduced |
| Catalina Capital Group, LLC | 1,394 | $219.1K | 0.17% | +1,394 | New |
| Wintrust Investments LLC | 1,394 | $219.0K | 0.02% | −144−9.4% | Reduced |
| Perfromance Wealth Partners, LLC | 1,392 | $218.9K | 0.01% | +12+0.9% | Added |
| Trust Co of Kansas | 1,385 | $218.0K | 0.12% | −40−2.8% | Reduced |
| Chartwell Investment Partners, LLC | 1,387 | $218.0K | 0.01% | +2+0.1% | Added |
| Aveo Capital Partners, LLC | 1,384 | $217.6K | 0.03% | +1,384 | New |
| Fulcrum Capital LLC | 1,383 | $217.4K | 0.06% | +1,383 | New |
| Bluesphere Advisors, LLC | 1,381 | $217.1K | 0.13% | +1,381 | New |
| Sunburst Financial Group, LLC | 1,380 | $217.0K | 0.07% | −215−13.5% | Reduced |
| Greenwood Capital Associates LLC | 1,369 | $215.3K | 0.03% | +1,369 | New |
| Charles Schwab Trust Co | 1,369 | $215.3K | 0.02% | +1,369 | New |
| LWM Advisory Services, LLC | 1,368 | $215.1K | 0.19% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,366 | $214.8K | 0.04% | −153−10.1% | Reduced |
| Regents of the University of California | 1,350 | $212.3K | 0.03% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,341 | $210.8K | 0.12% | +1,341 | New |
| Journey Strategic Wealth LLC | 1,340 | $210.7K | 0.01% | +1,340 | New |
| Shufro Rose & Co LLC | 1,350 | $210.4K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,337 | $210.2K | 0.03% | −7,571−85.0% | Reduced |
| Bellevue Asset Management, LLC | 1,336 | $210.1K | 0.19% | −222−14.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 1,333 | $209.7K | 0.07% | −50−3.6% | Reduced |
| Hudock, Inc. | 1,333 | $209.6K | 0.04% | +8+0.6% | Added |
| Quantum Financial Advisors, LLC | 1,330 | $209.1K | 0.05% | −345−20.6% | Reduced |
| Pinnacle Bancorp, Inc. | 1,330 | $209.1K | 0.07% | +30+2.3% | Added |
| Osborne Partners Capital Management, LLC | 1,329 | $209.0K | 0.01% | −10−0.7% | Reduced |
| Blueprint Investment Partners LLC | 1,328 | $208.9K | 0.06% | +1,328 | New |
| Brandywine Oak Private Wealth LLC | 1,328 | $208.9K | 0.02% | −103−7.2% | Reduced |
| Roman Butler Fullerton & Co | 1,311 | $208.8K | 0.08% | +9+0.7% | Added |
| Ethos Financial Group, LLC | 1,323 | $208.0K | 0.04% | +1,323 | New |
| Essex LLC | 1,318 | $207.2K | 0.05% | +1+0.1% | Added |
| HHM Wealth Advisors, LLC | 1,313 | $206.4K | 0.04% | +220+20.1% | Added |
| Derbend Asset Management | 1,305 | $205.2K | 0.12% | +13+1.0% | Added |
| Resource Consulting Group Inc | 1,305 | $205.2K | 0.04% | +1,305 | New |
| Philadelphia Trust Co | 1,305 | $205.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,303 | $204.9K | 0.13% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,302 | $204.7K | 0.06% | −302−18.8% | Reduced |
| Selective Wealth Management, Inc. | 1,304 | $204.7K | 0.10% | −178−12.0% | Reduced |
| EPG Wealth Management LLC | 1,411 | $204.5K | 0.05% | +5+0.4% | Added |
| Wealth Effects LLC | 1,300 | $204.4K | 0.08% | −58−4.3% | Reduced |
| Auxano Advisors, LLC | 1,295 | $203.6K | 0.07% | −51−3.8% | Reduced |
| Stokes Family Office, LLC | 1,291 | $203.0K | 0.03% | −563−30.4% | Reduced |
| Madison Wealth Partners, Inc | 1,286 | $202.2K | 0.08% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,285 | $202.0K | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,285 | $202.0K | 0.04% | −149−10.4% | Reduced |