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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,284 | $201.9K | 0.04% | +1,284 | New |
| Lifestyle Asset Management, Inc. | 1,284 | $201.9K | 0.11% | −113−8.1% | Reduced |
| Larson Financial Group LLC | 1,278 | $200.9K | 0.02% | +100+8.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,275 | $200.6K | 0.01% | +38+3.1% | Added |
| Keystone Wealth Services, LLC | 1,276 | $200.6K | 0.07% | +1,276 | New |
| West Family Investments, Inc. | 1,274 | $200.3K | 0.07% | −22−1.7% | Reduced |
| Quent Capital, LLC | 1,267 | $199.2K | 0.03% | +446+54.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,264 | $198.7K | 0.10% | −16−1.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,255 | $197.3K | 0.08% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,228 | $193.1K | 0.05% | −151−10.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,217 | $191.3K | 0.02% | +206+20.4% | Added |
| Baystate Wealth Management LLC | 1,211 | $190.5K | 0.01% | −2−0.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1,206 | $189.6K | 0.17% | +1,206 | New |
| Stephens Investment Management Group LLC | 1,203 | $189.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,199 | $188.5K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,180 | $185.5K | 0.03% | +121+11.4% | Added |
| West Branch Capital LLC | 1,169 | $183.8K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,163 | $183.0K | 0.03% | −42−3.5% | Reduced |
| Atlantic Trust, LLC | 1,158 | $182.0K | 0.05% | −6−0.5% | Reduced |
| Addison Advisors LLC | 1,151 | $181.0K | 0.07% | +727+171.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,119 | $177.0K | 0.12% | −390−25.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,125 | $176.9K | 0.08% | +382+51.4% | Added |
| First PREMIER Bank | 1,118 | $176.0K | 0.05% | −25−2.2% | Reduced |
| Beacon Capital Management, LLC | 1,113 | $173.5K | 0.05% | +136+13.9% | Added |
| AdvisorNet Financial, Inc | 1,097 | $172.5K | 0.02% | −497−31.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,072 | $168.6K | 0.03% | +1,072 | New |
| Planned Solutions, Inc. | 1,070 | $168.2K | 0.08% | +1,070 | New |
| Transcendent Capital Group LLC | 1,062 | $167.0K | 0.11% | +1,062 | New |
| Chilton Capital Management LLC | 1,060 | $166.7K | 0.01% | +557+110.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $165.1K | 0.10% | 00.0% | Unchanged |
| Union Savings Bank | 1,037 | $163.0K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 1,021 | $160.5K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,010 | $160.0K | 0.01% | +9+0.9% | Added |
| CNB Bank | 1,017 | $159.9K | 0.09% | −157−13.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,007 | $158.3K | 0.04% | +1,007 | New |
| Caas Capital Management LP | 1,000 | $157.2K | 0.15% | +1,000 | New |
| AJOVista, LLC | 990 | $155.7K | 0.20% | +990 | New |
| Covestor Ltd | 982 | $154.0K | 0.11% | +78+8.6% | Added |
| Key Financial Inc | 977 | $153.6K | 0.04% | −334−25.5% | Reduced |
| Greenwood Gearhart Inc | 965 | $151.7K | 0.02% | +965 | New |
| Davis Capital Management | 960 | $150.9K | 0.14% | +960 | New |
| U S Global Investors Inc | 932 | $146.5K | 0.01% | +272+41.2% | Added |
| Westside Investment Management, Inc. | 917 | $144.2K | 0.04% | −29−3.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $144.2K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 916 | $144.0K | 0.09% | −204−18.2% | Reduced |
| Global Financial Private Client, LLC | 909 | $142.9K | 0.07% | −139−13.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 900 | $141.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 900 | $141.5K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 892 | $140.3K | 0.02% | +184+26.0% | Added |
| RFP Financial Group LLC | 876 | $137.7K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 868 | $136.4K | 0.02% | −16−1.8% | Reduced |
| Pinnacle Holdings, LLC | 863 | $135.7K | 0.06% | −41−4.5% | Reduced |
| Lee Financial Co | 852 | $134.0K | 0.02% | +7+0.8% | Added |
| First Pacific Financial | 840 | $132.1K | 0.04% | −50−5.6% | Reduced |
| MCF Advisors LLC | 817 | $128.4K | 0.01% | +245+42.8% | Added |
| MeadowBrook Investment Advisors LLC | 809 | $127.2K | 0.12% | +809 | New |
| Rational Advisors LLC | 798 | $125.5K | 0.01% | −883−52.5% | Reduced |
| Louisbourg Investments Inc. | 790 | $124.2K | 0.04% | +790 | New |
| CarsonAllaria Wealth Management, Ltd. | 785 | $123.5K | 0.09% | −10−1.3% | Reduced |
| Webster Bank, N. A. | 783 | $123.1K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 779 | $122.4K | 0.02% | +44+6.0% | Added |
| American Capital Advisory, LLC | 774 | $121.7K | 0.09% | +774 | New |
| Accent Capital Management, LLC | 770 | $121.1K | 0.10% | +770 | New |
| Veritas Investment Partners (UK) Ltd. | 710 | $111.7K | 0.00% | +710 | New |
| JJJ Advisors Inc. | 710 | $111.6K | 0.03% | +188+36.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 707 | $111.2K | 0.06% | +2+0.3% | Added |
| Eagle Bay Advisors LLC | 691 | $108.6K | 0.07% | −397−36.5% | Reduced |
| Monetary Management Group Inc | 681 | $107.1K | 0.03% | −4,610−87.1% | Reduced |
| First Command Advisory Services, Inc. | 650 | $102.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 648 | $101.9K | 0.01% | −5,038−88.6% | Reduced |
| Operose Advisors LLC | 645 | $101.4K | 0.04% | −217−25.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 641 | $100.8K | 0.03% | +641 | New |
| IAG Wealth Partners, LLC | 640 | $100.6K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 626 | $98.4K | 0.04% | +626 | New |
| Rockbridge Investment Management, LCC | 624 | $98.1K | 0.02% | +624 | New |
| General Partner, Inc. | 623 | $98.0K | 0.08% | 00.0% | Unchanged |
| O'Dell Group, LLC | 610 | $96.0K | 0.03% | +610 | New |
| One River Asset Management, LLC | 607 | $95.4K | 0.03% | +3+0.5% | Added |
| Avalon Trust Co | 603 | $94.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 588 | $92.5K | 0.01% | −24−3.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 584 | $91.8K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 575 | $90.4K | 0.02% | +570+11,400.0% | Added |
| REAP Financial Group, LLC | 571 | $89.7K | 0.03% | +571 | New |
| Mendota Financial Group, LLC | 555 | $87.3K | 0.07% | +525+1,750.0% | Added |
| Scarborough Advisors, LLC | 554 | $87.1K | 0.02% | +554 | New |
| Wetzel Investment Advisors, Inc. | 552 | $87.0K | 0.05% | +552 | New |
| TFC Financial Management | 550 | $86.5K | 0.02% | +12+2.2% | Added |
| Arlington Trust Co LLC | 541 | $85.1K | 0.02% | −165−23.4% | Reduced |
| Rakuten Securities, Inc. | 539 | $84.7K | 0.07% | +539 | New |
| Atticus Wealth Management, LLC | 535 | $84.2K | 0.03% | +10+1.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 530 | $83.3K | 0.04% | +530 | New |
| Canton Hathaway, LLC | 530 | $83.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 520 | $81.8K | 0.12% | 00.0% | Unchanged |
| Quarry LP | 518 | $81.4K | 0.04% | +518 | New |
| TSFG, LLC | 513 | $81.0K | 0.03% | −303−37.1% | Reduced |
| Y.D. More Investments Ltd | 505 | $79.4K | 0.02% | +90+21.7% | Added |
| Core Wealth Advisors, Inc. | 495 | $77.8K | 0.03% | +358+261.3% | Added |
| Game Plan Financial Advisors, LLC | 486 | $76.4K | 0.04% | +486 | New |
| Fairfield Financial Advisors, LTD | 482 | $75.8K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 479 | $75.0K | 0.01% | 00.0% | Unchanged |