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 |
|---|---|---|---|---|---|
| American State Bank (Iowa) | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 68 | $11.0K | 0.00% | +24+54.5% | Added |
| Cedar Mountain Advisors, LLC | 66 | $10.4K | 0.00% | +1+1.5% | Added |
| Insight Financial Services | 65 | $10.2K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 63 | $9.95K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $9.43K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 60 | $9.43K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $9.43K | 0.01% | +60 | New |
| LM Advisors LLC | 60 | $9.43K | 0.00% | +60 | New |
| Ogorek Anthony Joseph | 61 | $9.00K | 0.00% | −4,534−98.7% | Reduced |
| Centerpoint Advisors, LLC | 60 | $9.00K | 0.00% | −32−34.8% | Reduced |
| True Wealth Design, LLC | 57 | $8.99K | 0.00% | −4,218−98.7% | Reduced |
| Highline Wealth Partners LLC | 57 | $8.96K | 0.00% | +50+714.3% | Added |
| Retirement Group, LLC | 55 | $8.65K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54 | $8.45K | 0.01% | −83−60.6% | Reduced |
| Arlington Partners LLC | 53 | $8.33K | 0.00% | −653−92.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 53 | $8.33K | 0.00% | −40−43.0% | Reduced |
| Sofos Investments, Inc. | 50 | $8.23K | 0.00% | −546−91.6% | Reduced |
| Atwood & Palmer Inc | 52 | $8.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.86K | 0.00% | +50 | New |
| Carolina Wealth Advisors, LLC | 50 | $7.86K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 45 | $7.14K | 0.01% | +45 | New |
| Hoey Investments, Inc | 45 | $7.08K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 45 | $7.08K | 0.00% | +45 | New |
| Financial Connections Group, Inc. | 47 | $7.00K | 0.00% | +47 | New |
| Sanctuary Wealth Management, L.L.C. | 42 | $6.60K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $6.45K | 0.00% | +41 | New |
| Estabrook Capital Management | 40 | $6.29K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 38 | $5.97K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 34 | $5.35K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 31 | $4.88K | 0.00% | +31 | New |
| Atlas Capital Advisors LLC | 31 | $4.87K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 30 | $4.70K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $4.40K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 28 | $4.40K | 0.00% | −18−39.1% | Reduced |
| PSI Advisors, LLC | 28 | $4.40K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $4.17K | 0.00% | +1+3.8% | Added |
| West Tower Group, LLC | 26 | $4.09K | 0.01% | −276−91.4% | Reduced |
| Hoese & Co LLP | 26 | $3.94K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $3.93K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $3.93K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $3.93K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 25 | $3.93K | 0.00% | +25 | New |
| Focused Wealth Management, Inc | 25 | $3.91K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 24 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 24 | $3.79K | 0.00% | +24 | New |
| New England Capital Financial Advisors LLC | 24 | $3.72K | 0.00% | +1+4.3% | Added |
| Stephens Consulting, LLC | 23 | $3.62K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 22 | $3.44K | 0.75% | −41,821−99.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 21 | $3.30K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 19 | $2.99K | 0.00% | −25−56.8% | Reduced |
| Global Wealth Strategies & Associates | 17 | $2.67K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $2.09K | 0.00% | −227−95.0% | Reduced |
| American National Bank | 12 | $1.89K | 0.00% | −2,264−99.5% | Reduced |
| Iron Horse Wealth Management, LLC | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11 | $1.71K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.26K | 0.00% | +8 | New |
| Clear Investment Research, LLC | 7 | $1.10K | 0.00% | +7 | New |
| Frazier Financial Advisors, LLC | 6 | $944 | 0.00% | +6 | New |
| Fairman Group, LLC | 6 | $943 | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 5 | $787 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 5 | $786 | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 3 | $472 | 0.00% | −24−88.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $366 | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1 | $194 | 0.00% | −700−99.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $21 | 0.00% | 0 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −394,472−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −348,152−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −332,687−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −135,838−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −120,922−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −75,411−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −71,070−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −69,962−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −68,206−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −66,869−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −65,199−100.0% | Sold out |
| LVM Capital Management Ltd | 0 | $0 | 0.00% | −62,465−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −57,478−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −43,973−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −40,135−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −35,832−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −30,727−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,553−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −25,504−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −16,839−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −15,516−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,046−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −12,966−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,833−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −13,780−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,709−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,095−100.0% | Sold out |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −12,546−100.0% | Sold out |