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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.

Institutional holdersQ4 2023: 2,268 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2023: $80.8B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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
InstitutionSharesValue% of portfolioChange in sharesAction
LGT Financial Advisors LLC0$00.00%−1,000−100.0%Sold out
Crewe Advisors LLC0$00.00%−861−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−819−100.0%Sold out
Paladin Advisory Group, LLC0$00.00%−747−100.0%Sold out
Reitz Capital Advisors LLC0$00.00%−667−100.0%Sold out
TD Capital Management LLC0$00.00%−495−100.0%Sold out
Rock Creek Group, LP0$00.00%−368−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−352−100.0%Sold out
Earnest Partners LLC0$00.00%−338−100.0%Sold out
RVW Wealth, LLC0$00.00%−256−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−247−100.0%Sold out
IMA Wealth, Inc.0$00.00%−142−100.0%Sold out
Robbins Farley LLC0$00.00%−127−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−94−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−58−100.0%Sold out
West Financial Advisors, LLC0$00.00%−31−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−22−100.0%Sold out
Magnolia Capital Management Ltd0$00.00%−20−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−12−100.0%Sold out
DecisionPoint Financial, LLC0$00.00%−11−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Pathstone Family Office, LLC––––Not filed
Payden & Rygel Investment Group––––Not filed
Colony Group LLC––––Not filed
Mastrapasqua Asset Management Inc––––Not filed
Bryn Mawr Trust Co––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Mark Stevens––––Not filed
Advisor Partners II, LLC––––Not filed
Antonetti Capital Management LLC––––Not filed
Madison Wealth Management––––Not filed
Icon Wealth Partners, LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
Comerica Securities,inc.––––Not filed
Amica Retiree Medical Trust––––Not filed
Rothschild Investment Corp––––Not filed
Focus Financial Network, Inc.––––Not filed
SBB Research Group LLC––––Not filed
Tradewinds, LLC.––––Not filed
Key Bridge Compliance, LLC––––Not filed
Ropes Wealth Advisors LLC––––Not filed
Sweeney & Michel, LLC––––Not filed
Quantamental Technologies LLC––––Not filed
Wealth Management Solutions, LLC––––Not filed
V Wealth Advisors LLC––––Not filed
Wealth Advisors, Inc.––––Not filed
Innovis Asset Management LLC––––Not filed
Corundum Trust Company, INC––––Not filed
Tiedemann Advisors, LLC––––Not filed
Gyroscope Capital Management Group, LLC––––Not filed
Bedel Financial Consulting Inc––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Kenfarb & Co.––––Not filed
Column Capital Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed
Johnson Midwest Financial, LLC––––Not filed
WFA of San Diego, LLC––––Not filed
Sturgeon Ventures LLP––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed