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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 98,125 | $15.4M | 0.02% | +53,115+118.0% | Added |
| Walleye Trading LLC | 97,808 | $15.4M | 0.23% | +95,340+3,863.0% | Added |
| Millennium Management LLC | 97,098 | $15.3M | 0.01% | −88,159−47.6% | Reduced |
| La Banque Postale Asset Management SA | 96,921 | $15.2M | 0.34% | +5,231+5.7% | Added |
| Gradient Investments LLC | 96,905 | $15.2M | 0.37% | +3,873+4.2% | Added |
| Mutual of America Capital Management LLC | 96,864 | $15.2M | 0.18% | −4,427−4.4% | Reduced |
| Blue Chip Partners, Inc. | 96,677 | $15.2M | 1.59% | −177−0.2% | Reduced |
| Southern Capital Advisors, LLC | 96,163 | $15.1M | 10.74% | −111−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 96,038 | $15.1M | 0.19% | +62,523+186.6% | Added |
| Brookstone Capital Management | 96,013 | $15.1M | 0.29% | −1,869−1.9% | Reduced |
| ProShare Advisors LLC | 95,854 | $15.1M | 0.05% | −8,980−8.6% | Reduced |
| Neuberger Berman Group LLC | 94,707 | $14.9M | 0.01% | −12,457−11.6% | Reduced |
| TD Waterhouse Canada Inc. | 89,611 | $14.7M | 0.14% | +24,355+37.3% | Added |
| Tritonpoint Wealth, LLC | 92,453 | $14.5M | 1.42% | +92,453 | New |
| International Assets Investment Management, LLC | 92,236 | $14.5M | 1.84% | +48+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 91,693 | $14.4M | 0.23% | −3,365−3.5% | Reduced |
| Bartlett & Co. LLC | 91,693 | $14.4M | 0.23% | −3,365−3.5% | Reduced |
| Zevin Asset Management LLC | 91,625 | $14.4M | 2.59% | +1,944+2.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 91,237 | $14.3M | 1.94% | +842+0.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 91,174 | $14.3M | 0.96% | −430.0% | Reduced |
| Greatmark Investment Partners, Inc. | 91,114 | $14.3M | 2.25% | +1,611+1.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 90,770 | $14.3M | 0.57% | +29,822+48.9% | Added |
| NorthCrest Asset Manangement, LLC | 90,671 | $14.3M | 0.54% | −154−0.2% | Reduced |
| Achmea Investment Management B.V. | 90,664 | $14.3M | 0.29% | −7,624−7.8% | Reduced |
| ExodusPoint Capital Management, LP | 90,566 | $14.2M | 0.18% | +90,566 | New |
| Atria Investments LLC | 89,540 | $14.1M | 0.22% | −3,202−3.5% | Reduced |
| Commerce Bank | 89,221 | $14.0M | 0.10% | −194−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 88,783 | $14.0M | 0.17% | +49,744+127.4% | Added |
| Biechele Royce Advisors | 88,120 | $13.9M | 4.54% | +4,581+5.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 88,024 | $13.8M | 3.06% | +1,267+1.5% | Added |
| FORA Capital, LLC | 87,513 | $13.8M | 1.18% | +3,696+4.4% | Added |
| Telos Capital Management, Inc. | 87,337 | $13.7M | 1.67% | +13,000+17.5% | Added |
| Charter Trust Co | 86,872 | $13.7M | 1.02% | −95−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 85,980 | $13.5M | 1.87% | −181−0.2% | Reduced |
| Janney Capital Management LLC | 85,660 | $13.5M | 0.90% | −12,155−12.4% | Reduced |
| Armstrong Advisory Group, Inc | 85,615 | $13.5M | 1.31% | −108−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 85,578 | $13.5M | 0.29% | −7,379−7.9% | Reduced |
| State of Alaska, Department of Revenue | 85,336 | $13.4M | 0.16% | −7,830−8.4% | Reduced |
| Huntington National Bank | 85,313 | $13.4M | 0.12% | −6,462−7.0% | Reduced |
| Nissay Asset Management Corp | 85,149 | $13.4M | 0.11% | +1,009+1.2% | Added |
| Cresset Asset Management, LLC | 84,652 | $13.3M | 0.08% | −4,660−5.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 83,517 | $13.1M | 0.21% | +949+1.1% | Added |
| British Columbia Investment Management Corp | 83,259 | $13.1M | 0.11% | +17,360+26.3% | Added |
| Allianz Asset Management GmbH | 82,784 | $13.0M | 0.02% | −43,006−34.2% | Reduced |
| Heritage Investors Management Corp | 82,129 | $12.9M | 0.49% | +1,492+1.9% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $12.9M | 3.99% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 81,707 | $12.8M | 0.56% | +2,382+3.0% | Added |
| Richard C. Young & CO., LTD. | 81,239 | $12.8M | 1.71% | −1,032−1.3% | Reduced |
| CIBC World Markets Inc. | 81,117 | $12.8M | 0.04% | −1,808−2.2% | Reduced |
| Miramar Capital, LLC | 81,071 | $12.7M | 3.32% | −2,766−3.3% | Reduced |
| Tamar Securities, LLC | 80,972 | $12.7M | 2.50% | +9,876+13.9% | Added |
| Synovus Financial Corp | 80,745 | $12.7M | 0.18% | −37,188−31.5% | Reduced |
| Brinker Capital Investments, LLC | 79,120 | $12.7M | 0.15% | −15,286−16.2% | Reduced |
| Orion Portfolio Solutions, LLC | 79,120 | $12.7M | 0.15% | −15,286−16.2% | Reduced |
| Iowa State Bank | 80,415 | $12.6M | 3.03% | +333+0.4% | Added |
| Kestra Private Wealth Services, LLC | 80,287 | $12.6M | 0.32% | −1,806−2.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 79,913 | $12.6M | 0.03% | +1,937+2.5% | Added |
| Kornitzer Capital Management Inc | 79,444 | $12.5M | 0.24% | −1,839−2.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 79,440 | $12.5M | 0.16% | −595−0.7% | Reduced |
| Adviser Investments LLC | 79,174 | $12.4M | 0.18% | +3,080+4.0% | Added |
| Willis Investment Counsel | 78,685 | $12.4M | 0.87% | −833−1.0% | Reduced |
| Vantage Investment Partners, LLC | 78,599 | $12.4M | 1.23% | +4,569+6.2% | Added |
| Oregon Public Employees Retirement Fund | 78,435 | $12.3M | 0.22% | −15,578−16.6% | Reduced |
| Jacobs & Co | 78,225 | $12.3M | 1.40% | +1,169+1.5% | Added |
| Thompson Siegel & Walmsley LLC | 76,631 | $12.0M | 0.19% | −3,003−3.8% | Reduced |
| StrategIQ Financial Group, LLC | 76,524 | $12.0M | 1.36% | −66−0.1% | Reduced |
| Graham Capital Management, L.P. | 76,290 | $12.0M | 0.38% | +10,194+15.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 75,398 | $11.9M | 0.03% | −3,257−4.1% | Reduced |
| Rafferty Asset Management, LLC | 74,924 | $11.8M | 0.05% | +1,430+1.9% | Added |
| United Bank | 74,864 | $11.8M | 1.48% | +75+0.1% | Added |
| Gilbert & Cook, Inc. | 74,000 | $11.6M | 1.65% | +540+0.7% | Added |
| Daiwa Securities Group Inc. | 73,851 | $11.6M | 0.07% | +3,865+5.5% | Added |
| United Advisor Group, LLC | 72,897 | $11.6M | 13.98% | +72,897 | New |
| Birch Hill Investment Advisors LLC | 73,257 | $11.5M | 0.61% | −24,348−24.9% | Reduced |
| Tredje AP-fonden | 72,628 | $11.4M | 0.14% | +19,890+37.7% | Added |
| J.W. Cole Advisors, Inc. | 72,587 | $11.4M | 0.67% | +2,935+4.2% | Added |
| Eastern Bank | 71,885 | $11.3M | 0.51% | −3,288−4.4% | Reduced |
| TCTC Holdings, LLC | 71,451 | $11.2M | 0.41% | −1,031−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 70,795 | $11.1M | 0.01% | −4,594−6.1% | Reduced |
| Captrust Financial Advisors | 70,586 | $11.1M | 0.04% | −468−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 70,572 | $11.1M | 0.19% | +1,009+1.5% | Added |
| Candriam Luxembourg S.C.A. | 69,996 | $11.0M | 0.08% | −1,103−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 69,801 | $11.0M | 0.33% | +16,320+30.5% | Added |
| Welch & Forbes LLC | 69,773 | $11.0M | 0.17% | −723−1.0% | Reduced |
| Macquarie Group Ltd | 69,691 | $11.0M | 0.01% | +11,359+19.5% | Added |
| Stillwater Capital Advisors, LLC | 69,626 | $10.9M | 1.76% | +401+0.6% | Added |
| Investment Management Corp of Ontario | 69,082 | $10.9M | 0.27% | +69,082 | New |
| Partners Capital Investment Group, LLP | 68,828 | $10.8M | 0.24% | +68,828 | New |
| Woodmont Investment Counsel LLC | 68,531 | $10.8M | 1.01% | +644+0.9% | Added |
| Isthmus Partners, LLC | 68,408 | $10.8M | 1.40% | +3,297+5.1% | Added |
| Davy Global Fund Management Ltd | 68,108 | $10.7M | 1.26% | +30,422+80.7% | Added |
| Abn Amro Investment Solutions | 68,105 | $10.7M | 0.19% | +1,319+2.0% | Added |
| Addenda Capital Inc. | 68,090 | $10.7M | 0.42% | −296−0.4% | Reduced |
| Toroso Investments, LLC | 68,069 | $10.7M | 0.26% | +28,174+70.6% | Added |
| Abner Herrman & Brock LLC | 67,587 | $10.6M | 1.49% | −1,860−2.7% | Reduced |
| Cetera Investment Advisers | 67,536 | $10.6M | 0.09% | −2,857−4.1% | Reduced |
| M&G Investment Management Ltd | 67,615 | $10.6M | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 67,083 | $10.5M | 0.38% | −1,115−1.6% | Reduced |
| Stonebridge Capital Advisors LLC | 66,326 | $10.4M | 1.05% | +3,734+6.0% | Added |
| Jennison Associates LLC | 66,160 | $10.4M | 0.01% | −41,904−38.8% | Reduced |