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
- 2,269
- +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
- 794 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 186,781 | $29.4M | 0.80% | −3,146−1.7% | Reduced |
| D.A. Davidson & Co. | 186,216 | $29.3M | 0.29% | −2,890−1.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 186,198 | $29.3M | 1.11% | +185,543+28,327.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 184,900 | $29.1M | 0.10% | +96,900+110.1% | Added |
| MetLife Investment Management | 183,864 | $28.9M | 0.21% | −3,416−1.8% | Reduced |
| American International Group, Inc. | 183,709 | $28.9M | 0.12% | −1,573−0.8% | Reduced |
| Delta Asset Management LLC | 180,643 | $28.4M | 2.71% | −1,378−0.8% | Reduced |
| Raymond James Trust N.A. | 179,247 | $28.2M | 0.75% | −4,094−2.2% | Reduced |
| Miller Howard Investments Inc | 178,436 | $28.1M | 0.98% | −3,890−2.1% | Reduced |
| Alps Advisors Inc | 177,815 | $28.0M | 0.22% | +839+0.5% | Added |
| Amalgamated Bank | 177,206 | $27.9M | 0.22% | −9,398−5.0% | Reduced |
| Bank of Nova Scotia | 175,594 | $27.6M | 0.05% | +39,890+29.4% | Added |
| Forsta Ap-Fonden | 173,300 | $27.2M | 0.28% | −11,800−6.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 172,831 | $27.2M | 5.09% | −162−0.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 172,521 | $27.1M | 0.74% | −13,121−7.1% | Reduced |
| DnB Asset Management AS | 171,143 | $26.9M | 0.14% | −2,212−1.3% | Reduced |
| Nexus Investment Management ULC | 170,205 | $26.8M | 2.79% | +300+0.2% | Added |
| UniSuper Management Pty Ltd | 170,105 | $26.7M | 0.30% | −99,922−37.0% | Reduced |
| Dearborn Partners LLC | 169,836 | $26.7M | 0.97% | −6,909−3.9% | Reduced |
| Professional Advisory Services Inc | 169,031 | $26.6M | 3.80% | +9,599+6.0% | Added |
| State of Tennessee, Treasury Department | 168,494 | $26.5M | 0.10% | −38,128−18.5% | Reduced |
| Westshore Wealth, LLC | 165,024 | $25.9M | 11.97% | +10.0% | Added |
| Zacks Investment Management | 160,654 | $25.3M | 0.31% | −14,376−8.2% | Reduced |
| Sabal Trust CO | 160,162 | $25.2M | 1.55% | −728−0.5% | Reduced |
| Retirement Systems of Alabama | 159,399 | $25.1M | 0.11% | −4,141−2.5% | Reduced |
| Fifth Third Bancorp | 158,962 | $25.0M | 0.11% | −6,264−3.8% | Reduced |
| Vontobel Holding Ltd. | 158,494 | $24.9M | 0.21% | −1,051−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 158,384 | $24.9M | 0.18% | +12,957+8.9% | Added |
| MML Investors Services, LLC | 158,294 | $24.9M | 0.11% | +2,197+1.4% | Added |
| CIBC Private Wealth Group, LLC | 157,977 | $24.8M | 0.05% | −102−0.1% | Reduced |
| Manning & Napier Group, LLC | 157,852 | $24.8M | 0.29% | −28,794−15.4% | Reduced |
| Klingenstein Fields & Co LP | 155,649 | $24.5M | 1.09% | −1,354−0.9% | Reduced |
| Deprince Race & Zollo Inc | 155,641 | $24.5M | 0.55% | +49,327+46.4% | Added |
| Mercer Global Advisors Inc | 150,585 | $23.7M | 0.07% | −13,214−8.1% | Reduced |
| KCM Investment Advisors LLC | 150,232 | $23.6M | 0.94% | +313+0.2% | Added |
| Marathon Asset Mgmt Ltd | 149,841 | $23.6M | 0.66% | −4,940−3.2% | Reduced |
| Texas Permanent School Fund | 149,828 | $23.6M | 0.20% | −116−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 149,047 | $23.5M | 0.28% | +50,193+50.8% | Added |
| Umb Bank N A | 146,958 | $23.1M | 0.34% | −3,633−2.4% | Reduced |
| AQR Capital Management LLC | 143,530 | $22.6M | 0.04% | −17,308−10.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 143,241 | $22.5M | 0.28% | −10,100−6.6% | Reduced |
| First Manhattan Co | 142,880 | $22.5M | 0.08% | −10,674−7.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 142,859 | $22.5M | 0.13% | −38,443−21.2% | Reduced |
| IFM Investors Pty Ltd | 142,579 | $22.4M | 0.27% | +510.0% | Added |
| Waters Parkerson & Co., LLC | 141,905 | $22.3M | 1.24% | −1,780−1.2% | Reduced |
| Teacher Retirement System of Texas | 141,499 | $22.2M | 0.15% | −17,307−10.9% | Reduced |
| Clarkston Capital Partners, LLC | 139,050 | $21.9M | 0.41% | −775−0.6% | Reduced |
| CIBC World Markets Corp | 138,096 | $21.7M | 0.12% | +98,176+245.9% | Added |
| RSM US Wealth Management LLC | 137,758 | $21.7M | 0.59% | +1,321+1.0% | Added |
| Brown Advisory Inc | 137,495 | $21.6M | 0.03% | −22,032−13.8% | Reduced |
| Modera Wealth Management, LLC | 131,839 | $20.7M | 0.34% | +204+0.2% | Added |
| CIBC Asset Management Inc | 131,300 | $20.6M | 0.08% | −8,088−5.8% | Reduced |
| Madison Asset Management, LLC | 131,169 | $20.6M | 0.28% | +2,062+1.6% | Added |
| Van Eck Associates Corp | 130,821 | $20.6M | 0.04% | +3,277+2.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 130,558 | $20.5M | 0.41% | +104,138+394.2% | Added |
| Donald L. Hagan, LLC | 130,144 | $20.5M | 11.33% | −380.0% | Reduced |
| Calamos Advisors LLC | 129,847 | $20.4M | 0.10% | −2,050−1.6% | Reduced |
| Stephens Inc | 128,826 | $20.3M | 0.35% | −13,003−9.2% | Reduced |
| QRG Capital Management, Inc. | 128,658 | $20.2M | 0.30% | −4,105−3.1% | Reduced |
| AE Wealth Management LLC | 126,887 | $20.2M | 0.10% | +15,597+14.0% | Added |
| Xponance, Inc. | 128,294 | $20.2M | 0.24% | +5,524+4.5% | Added |
| Czech National Bank | 126,695 | $19.9M | 0.28% | +281+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,035 | $19.8M | 0.08% | +5,088+4.2% | Added |
| Utah Retirement Systems | 125,618 | $19.8M | 0.25% | +900+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 124,674 | $19.6M | 0.05% | −85,434−40.7% | Reduced |
| Factory Mutual Insurance Co | 123,700 | $19.4M | 0.24% | 00.0% | Unchanged |
| Oakview Capital Management, L.P. | 123,588 | $19.4M | 8.10% | +4,196+3.5% | Added |
| Prio Wealth Limited Partnership | 121,945 | $19.2M | 0.66% | −1,210−1.0% | Reduced |
| Degroof Petercam Asset Management | 120,800 | $19.0M | 0.25% | +120,800 | New |
| First Long Island Investors, LLC | 120,522 | $18.9M | 1.68% | −2,699−2.2% | Reduced |
| SG Americas Securities, LLC | 117,655 | $18.5M | 0.20% | +100,287+577.4% | Added |
| Harvest Portfolios Group Inc. | 116,151 | $18.3M | 0.77% | +16,134+16.1% | Added |
| Wade G W & Inc | 115,746 | $18.2M | 0.59% | −955−0.8% | Reduced |
| Washington Trust Advisors, Inc. | 115,686 | $18.2M | 1.74% | −1,296−1.1% | Reduced |
| Scotia Capital Inc. | 115,646 | $18.2M | 0.12% | −2,482−2.1% | Reduced |
| Mayar Capital Ltd. | 114,364 | $18.0M | 14.60% | +8,537+8.1% | Added |
| Grimes & Company, Inc. | 114,232 | $18.0M | 0.59% | +5,489+5.0% | Added |
| New York Life Investment Management LLC | 113,135 | $17.8M | 0.18% | +665+0.6% | Added |
| Godsey & Gibb Associates | 111,799 | $17.6M | 1.99% | +10,183+10.0% | Added |
| Marcum Wealth, LLC | 111,443 | $17.5M | 1.86% | −2,569−2.3% | Reduced |
| CWM, LLC | 111,419 | $17.5M | 0.09% | +40,123+56.3% | Added |
| Stewart & Patten Co LLC | 111,026 | $17.5M | 2.73% | +3,439+3.2% | Added |
| Osher Van de Voorde Investment Management | 110,127 | $17.3M | 3.81% | +14,680+15.4% | Added |
| Allspring Global Investments Holdings, LLC | 108,958 | $17.1M | 0.03% | −12,057−10.0% | Reduced |
| Marco Investment Management LLC | 108,802 | $17.1M | 1.75% | −159−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 106,857 | $16.8M | 0.08% | −3,020−2.7% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $16.8M | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 105,718 | $16.7M | 0.16% | −8,653−7.6% | Reduced |
| Private Advisor Group, LLC | 105,094 | $16.5M | 0.13% | +15,437+17.2% | Added |
| Yousif Capital Management, LLC | 105,091 | $16.5M | 0.19% | −3,774−3.5% | Reduced |
| Pinnacle Associates Ltd | 104,731 | $16.5M | 0.28% | −8,375−7.4% | Reduced |
| Fisher Asset Management, LLC | 104,572 | $16.4M | 0.01% | −1,197−1.1% | Reduced |
| Everett Harris & Co | 103,907 | $16.3M | 0.23% | −820−0.8% | Reduced |
| Financial Counselors Inc | 103,879 | $16.3M | 0.29% | −823−0.8% | Reduced |
| 1832 Asset Management L.P. | 103,752 | $16.3M | 0.03% | +2,970+2.9% | Added |
| Alpha Cubed Investments, LLC | 103,505 | $16.3M | 0.91% | −13,667−11.7% | Reduced |
| Kestra Advisory Services, LLC | 103,373 | $16.3M | 0.13% | +125+0.1% | Added |
| Verity & Verity, LLC | 102,121 | $16.1M | 1.84% | +6,219+6.5% | Added |
| Pathstone Holdings, LLC | 99,839 | $15.8M | 0.09% | +99,839 | New |
| Pinnacle Financial Partners Inc | 99,190 | $15.6M | 0.37% | −21,092−17.5% | Reduced |