United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2023: 2,268 institutions

Value heldQ4 2023: $80.8B

Institutions holding UPS and their total value by quarter
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.

Institutions holding UPS in Q4 2023
Institution	Value	% of portfolio	Change in shares	Action
Saxon Interests, Inc.	$0	0.00%	−12,361−100.0%	Sold out
PEAK6 Investments LLC	$0	0.00%	−12,123−100.0%	Sold out
Portman Square Capital LLP	$0	0.00%	−10,695−100.0%	Sold out
Cantor Fitzgerald, L. P.	$0	0.00%	−10,507−100.0%	Sold out
Fund Management at Engine No. 1 LLC	$0	0.00%	−10,345−100.0%	Sold out
Kiley Juergens Wealth Management, LLC	$0	0.00%	−10,085−100.0%	Sold out
Strengthening Families & Communities, LLC	$0	0.00%	−9,896−100.0%	Sold out
Proquility Private Wealth Partners, LLC	$0	0.00%	−9,306−100.0%	Sold out
Compton Wealth Advisory Group, LLC	$0	0.00%	−8,931−100.0%	Sold out
Red Cedar Investment Management, LLC	$0	0.00%	−8,833−100.0%	Sold out
Eisler Capital (US) LLC	$0	0.00%	−7,540−100.0%	Sold out
Campbell & CO Investment Adviser LLC	$0	0.00%	−7,229−100.0%	Sold out
Souders Financial Advisors	$0	0.00%	−6,744−100.0%	Sold out
Bridgefront Capital, LLC	$0	0.00%	−6,514−100.0%	Sold out
Rollins Financial	$0	0.00%	−6,293−100.0%	Sold out
Versor Investments LP	$0	0.00%	−5,976−100.0%	Sold out
Laidlaw Wealth Management LLC	$0	0.00%	−5,243−100.0%	Sold out
Gabelli Funds LLC	$0	0.00%	−5,000−100.0%	Sold out
Greenland Capital Management LP	$0	0.00%	−5,000−100.0%	Sold out
McKinley Capital Management LLC /Delaware	$0	0.00%	−4,959−100.0%	Sold out
Paragon Financial Partners, Inc.	$0	0.00%	−4,831−100.0%	Sold out
Mork Capital Management, LLC	$0	0.00%	−4,820−100.0%	Sold out
KWB Wealth	$0	0.00%	−4,051−100.0%	Sold out
Lloyd Advisory Services, LLC.	$0	0.00%	−4,652−100.0%	Sold out
Seven Eight Capital, LP	$0	0.00%	−4,589−100.0%	Sold out
MQS Management LLC	$0	0.00%	−4,461−100.0%	Sold out
CTC Alternative Strategies, Ltd.	$0	0.00%	−4,400−100.0%	Sold out
Terra Nova Asset Management LLC	$0	0.00%	−3,626−100.0%	Sold out
SRN Advisors, LLC	$0	0.00%	−4,143−100.0%	Sold out
Capital Advisory Group Advisory Services, LLC	$0	0.00%	−3,971−100.0%	Sold out
BCJ Capital Management, LLC	$0	0.00%	−3,950−100.0%	Sold out
Vicus Capital	$0	0.00%	−3,687−100.0%	Sold out
Corrado Advisors, LLC	$0	0.00%	−3,602−100.0%	Sold out
Alphadyne Asset Management LP	$0	0.00%	−3,214−100.0%	Sold out
REDW Wealth LLC	$0	0.00%	−3,107−100.0%	Sold out
Strategic Equity Management	$0	0.00%	−3,023−100.0%	Sold out
Lumina Fund Management LLC	$0	0.00%	−3,000−100.0%	Sold out
Syntal Capital Partners, LLC	$0	0.00%	−2,869−100.0%	Sold out
Garda Capital Partners LP	$0	0.00%	−2,827−100.0%	Sold out
SRB Corp	$0	0.00%	−2,775−100.0%	Sold out
MBL Wealth, LLC	$0	0.00%	−2,630−100.0%	Sold out
Blodgett Wealth Advisors, LLC	$0	0.00%	−2,617−100.0%	Sold out
Petrus Trust Company, LTA	$0	0.00%	−2,557−100.0%	Sold out
Knightsbridge Asset Management, LLC	$0	0.00%	−2,553−100.0%	Sold out
Point72 Asset Management, L.P.	$0	0.00%	−2,514−100.0%	Sold out
Centiva Capital, LP	$0	0.00%	−2,502−100.0%	Sold out
Davidson Investment Advisors	$0	0.00%	−2,368−100.0%	Sold out
West Michigan Advisors, LLC	$0	0.00%	−2,363−100.0%	Sold out
Cabot Wealth Management Inc	$0	0.00%	−2,360−100.0%	Sold out
First International Bank & Trust	$0	0.00%	−2,209−100.0%	Sold out
Gateway Wealth Partners, LLC	$0	0.00%	−2,114−100.0%	Sold out
Nebula Research & Development LLC	$0	0.00%	−2,099−100.0%	Sold out
Clarus Group, Inc.	$0	0.00%	−2,053−100.0%	Sold out
Evoke Wealth, LLC	$0	0.00%	−2,047−100.0%	Sold out
Merriman Wealth Management, LLC	$0	0.00%	−2,045−100.0%	Sold out
Darrow Company, Inc.	$0	0.00%	−2,025−100.0%	Sold out
Gateway Advisory, LLC	$0	0.00%	−1,944−100.0%	Sold out
Vista Capital Partners, Inc.	$0	0.00%	−1,920−100.0%	Sold out
Alpha Family Trust	$0	0.00%	−1,840−100.0%	Sold out
Fortress Wealth Group, LLC	$0	0.00%	−1,803−100.0%	Sold out
Heartland Bank & Trust Co	$0	0.00%	−1,742−100.0%	Sold out
WMS Partners, LLC	$0	0.00%	−1,719−100.0%	Sold out
Semus Wealth Partners LLC	$0	0.00%	−1,700−100.0%	Sold out
Rathbone Brothers plc	$0	0.00%	−1,696−100.0%	Sold out
Montag & Caldwell, LLC	$0	0.00%	−1,682−100.0%	Sold out
Opal Wealth Advisors, LLC	$0	0.00%	−1,625−100.0%	Sold out
ELCO Management Co., LLC	$0	0.00%	−1,623−100.0%	Sold out
QCM Cayman, Ltd.	$0	0.00%	−1,590−100.0%	Sold out
Baker Boyer National Bank	$0	0.00%	−1,547−100.0%	Sold out
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$0	0.00%	−1,545−100.0%	Sold out
Legacy Financial Group LLC	$0	0.00%	−1,536−100.0%	Sold out
Maven Securities LTD	$0	0.00%	−1,527−100.0%	Sold out
Arcadia Wealth Management, LLC	$0	0.00%	−1,517−100.0%	Sold out
Berkeley Capital Partners, LLC	$0	0.00%	−1,500−100.0%	Sold out
Garrett Investment Advisors LLC	$0	0.00%	−1,497−100.0%	Sold out
Prostatis Group LLC	$0	0.00%	−1,335−100.0%	Sold out
Wealthsource Partners, LLC	$0	0.00%	−1,471−100.0%	Sold out
Strategic Advocates LLC	$0	0.00%	−1,456−100.0%	Sold out
Horizon Family Wealth, Inc.	$0	0.00%	−1,445−100.0%	Sold out
Clear Harbor Asset Management, LLC	$0	0.00%	−1,445−100.0%	Sold out
Cape Cod Five Cents Savings Bank	$0	0.00%	−1,440−100.0%	Sold out
Moody Aldrich Partners LLC	$0	0.00%	−1,442−100.0%	Sold out
Investment Partners, Ltd.	$0	0.00%	−1,423−100.0%	Sold out
Tri Locum Partners LP	$0	0.00%	−1,423−100.0%	Sold out
Echo Street Capital Management LLC	$0	0.00%	−1,384−100.0%	Sold out
ERn Financial, LLC	$0	0.00%	−1,372−100.0%	Sold out
Clear Creek Financial Management, LLC	$0	0.00%	−1,347−100.0%	Sold out
Mezzasalma Advisors, LLC	$0	0.00%	−1,345−100.0%	Sold out
Fermata Advisors, LLC	$0	0.00%	−1,338−100.0%	Sold out
Tandem Investment Advisors, Inc.	$0	0.00%	−1,333−100.0%	Sold out
Q Capital Solutions	$0	0.00%	−1,325−100.0%	Sold out
NBW Capital LLC	$0	0.00%	−1,324−100.0%	Sold out
Cutler Group LP	$0	0.00%	−1,319−100.0%	Sold out
Providence Wealth Advisors, LLC	$0	0.00%	−1,318−100.0%	Sold out
Quad-Cities Investment Group, LLC	$0	0.00%	−1,298−100.0%	Sold out
Aurora Private Wealth, Inc.	$0	0.00%	−1,293−100.0%	Sold out
Acorn Financial Advisory Services Inc	$0	0.00%	−1,288−100.0%	Sold out
Goelzer Investment Management, Inc.	$0	0.00%	−1,287−100.0%	Sold out
Tiemann Investment Advisors, LLC	$0	0.00%	−1,267−100.0%	Sold out
Milestone Investment Advisors LLC	$0	0.00%	−1,034−100.0%	Sold out