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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 66,067 | $10.4M | 0.14% | +375+0.6% | Added |
| Hantz Financial Services, Inc. | 65,817 | $10.3M | 0.23% | −7,954−10.8% | Reduced |
| Hendershot Investments Inc. | 65,741 | $10.3M | 1.59% | −1,635−2.4% | Reduced |
| Formuepleje A/S | 65,660 | $10.3M | 0.73% | −2,343−3.4% | Reduced |
| Lido Advisors, LLC | 64,974 | $10.2M | 0.10% | +30,312+87.5% | Added |
| Guyasuta Investment Advisors Inc | 64,403 | $10.1M | 0.73% | −1,415−2.1% | Reduced |
| Noesis Capital Mangement Corp | 64,283 | $10.1M | 2.38% | −864−1.3% | Reduced |
| CCM Investment Advisers LLC | 64,209 | $10.1M | 1.24% | −5,575−8.0% | Reduced |
| Lathrop Investment Management Corp | 63,939 | $10.1M | 2.05% | −3,586−5.3% | Reduced |
| 9258 Wealth Management, LLC | 63,588 | $10.0M | 1.76% | −845−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 63,147 | $9.93M | 0.27% | +2,486+4.1% | Added |
| Evercore Wealth Management, LLC | 62,983 | $9.90M | 0.17% | −14,076−18.3% | Reduced |
| Mackenzie Financial Corp | 62,547 | $9.83M | 0.01% | −5,324−7.8% | Reduced |
| Colony Group, LLC | 62,475 | $9.82M | 0.13% | +62,475 | New |
| Bailard, Inc. | 62,421 | $9.81M | 0.29% | +9,525+18.0% | Added |
| Teachers Retirement System of the State of Kentucky | 62,418 | $9.81M | 0.09% | −3,385−5.1% | Reduced |
| Assetmark, Inc | 62,360 | $9.80M | 0.04% | +10,467+20.2% | Added |
| Glenview Trust Co | 61,981 | $9.75M | 0.24% | +860+1.4% | Added |
| Evergreen Capital Management LLC | 61,228 | $9.63M | 0.39% | +11,964+24.3% | Added |
| Gulf International Bank (UK) Ltd | 61,156 | $9.62M | 0.27% | −5,281−7.9% | Reduced |
| Wilkins Investment Counsel Inc | 60,556 | $9.52M | 2.32% | −100−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 60,363 | $9.49M | 0.58% | −70,907−54.0% | Reduced |
| Lynch & Associates | 59,901 | $9.42M | 2.29% | −1,314−2.1% | Reduced |
| Sigma Investment Counselors Inc | 59,724 | $9.39M | 0.66% | −359−0.6% | Reduced |
| Mattern Capital Management, LLC | 59,302 | $9.32M | 1.36% | +12,306+26.2% | Added |
| Romano Brothers and Company | 59,141 | $9.30M | 1.38% | −490−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 58,677 | $9.23M | 0.15% | −2,125−3.5% | Reduced |
| Eagle Asset Management Inc | 58,574 | $9.21M | 0.05% | −250.0% | Reduced |
| CapWealth Advisors, LLC | 58,184 | $9.15M | 1.12% | +686+1.2% | Added |
| Logan Capital Management Inc | 58,156 | $9.14M | 0.43% | −9,612−14.2% | Reduced |
| Kentucky Retirement Systems | 57,868 | $9.10M | 0.28% | −1,191−2.0% | Reduced |
| Hamel Associates, Inc. | 56,644 | $8.91M | 3.14% | +486+0.9% | Added |
| Maryland State Retirement & Pension System | 56,380 | $8.86M | 0.18% | +600+1.1% | Added |
| Linscomb & Williams, Inc. | 56,290 | $8.85M | 0.49% | −1,118−1.9% | Reduced |
| Eagle Ridge Investment Management | 55,781 | $8.77M | 0.86% | −724−1.3% | Reduced |
| Sowell Financial Services LLC | 55,235 | $8.69M | 0.47% | −15,987−22.4% | Reduced |
| Axxcess Wealth Management, LLC | 54,894 | $8.63M | 0.26% | −101,188−64.8% | Reduced |
| Anchor Investment Management, LLC | 54,704 | $8.60M | 0.98% | +2,158+4.1% | Added |
| Cullinan Associates Inc | 54,636 | $8.59M | 0.48% | −8,884−14.0% | Reduced |
| Prospera Financial Services Inc | 54,604 | $8.59M | 0.28% | −5,839−9.7% | Reduced |
| First National Bank of Omaha | 54,546 | $8.58M | 0.54% | +642+1.2% | Added |
| Argent Trust Co | 54,486 | $8.57M | 0.43% | +2,027+3.9% | Added |
| Oppenheimer & Co Inc | 54,403 | $8.55M | 0.16% | −1,007−1.8% | Reduced |
| Shelton Capital Management | 54,314 | $8.54M | 0.27% | +4,419+8.9% | Added |
| Congress Wealth Management LLC | 54,166 | $8.52M | 0.16% | −12,176−18.4% | Reduced |
| Varma Mutual Pension Insurance Co | 54,158 | $8.52M | 0.10% | −80,143−59.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 54,071 | $8.48M | 0.10% | +19,610+56.9% | Added |
| Advocate Group LLC | 53,739 | $8.45M | 1.81% | +3,012+5.9% | Added |
| Grace & White Inc | 53,690 | $8.44M | 1.48% | 00.0% | Unchanged |
| Bell Bank | 53,587 | $8.43M | 0.81% | +1,252+2.4% | Added |
| TownSquare Capital, LLC | 53,557 | $8.42M | 0.14% | −12,789−19.3% | Reduced |
| Simplex Trading, LLC | 53,299 | $8.38M | 0.26% | +53,299 | New |
| Morgan Dempsey Capital Management LLC | 53,280 | $8.38M | 2.57% | −3,964−6.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 53,183 | $8.36M | 0.11% | +5,100+10.6% | Added |
| Executive Wealth Management, LLC | 53,144 | $8.36M | 0.79% | +538+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 53,065 | $8.34M | 0.03% | −2,735−4.9% | Reduced |
| Congress Asset Management Co | 52,009 | $8.18M | 0.06% | −15,171−22.6% | Reduced |
| Tompkins Financial Corp | 51,422 | $8.09M | 0.98% | +7,410+16.8% | Added |
| Resources Management Corp | 51,242 | $8.06M | 1.20% | +353+0.7% | Added |
| Visionary Wealth Advisors | 51,100 | $8.03M | 0.59% | +1,576+3.2% | Added |
| AlTi Global, Inc. | 51,055 | $8.03M | 0.25% | +51,055 | New |
| Lee Danner & Bass Inc | 50,979 | $8.02M | 0.69% | −5,019−9.0% | Reduced |
| MAI Capital Management | 50,872 | $8.00M | 0.11% | +1,816+3.7% | Added |
| Beacon Pointe Advisors, LLC | 50,229 | $7.90M | 0.09% | −17,677−26.0% | Reduced |
| Tower Bridge Advisors | 50,142 | $7.88M | 0.68% | −2,229−4.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 49,977 | $7.86M | 0.70% | −281−0.6% | Reduced |
| LGT Group Foundation | 49,930 | $7.85M | 0.17% | −1,127−2.2% | Reduced |
| Hendley & Co Inc | 49,079 | $7.72M | 3.00% | −495−1.0% | Reduced |
| Texas Yale Capital Corp. | 49,045 | $7.71M | 0.37% | −7,069−12.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 49,000 | $7.70M | 0.10% | −30,000−38.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 48,857 | $7.68M | 0.59% | +48,857 | New |
| Intact Investment Management Inc. | 48,800 | $7.67M | 0.31% | 00.0% | Unchanged |
| Hartford Investment Management Co | 48,732 | $7.66M | 0.29% | −742−1.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 48,640 | $7.65M | 0.26% | +390+0.8% | Added |
| Signaturefd, LLC | 48,607 | $7.64M | 0.18% | −319−0.7% | Reduced |
| Spinnaker Trust | 48,479 | $7.62M | 0.52% | +2,650+5.8% | Added |
| Summit Financial Wealth Advisors, LLC | 48,342 | $7.60M | 1.72% | +408+0.9% | Added |
| Prudential PLC | 48,259 | $7.59M | 0.08% | +1,182+2.5% | Added |
| CSM Advisors, LLC | 48,200 | $7.58M | 0.55% | +35+0.1% | Added |
| Olstein Capital Management, L.P. | 48,000 | $7.55M | 1.27% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 47,980 | $7.54M | 0.01% | −427,038−89.9% | Reduced |
| Live Oak Private Wealth LLC | 47,817 | $7.52M | 1.41% | +315+0.7% | Added |
| Edgar Lomax Co | 47,443 | $7.46M | 0.49% | −1,995−4.0% | Reduced |
| Exchange Traded Concepts, LLC | 47,411 | $7.45M | 0.20% | +5,279+12.5% | Added |
| XML Financial, LLC | 47,383 | $7.45M | 0.79% | +582+1.2% | Added |
| Venture Visionary Partners LLC | 47,047 | $7.40M | 0.39% | +10,571+29.0% | Added |
| First National Trust Co | 46,998 | $7.39M | 0.32% | −3,441−6.8% | Reduced |
| Acadian Asset Management LLC | 47,022 | $7.39M | 0.03% | +5,896+14.3% | Added |
| Tufton Capital Management | 46,474 | $7.31M | 1.53% | −1,607−3.3% | Reduced |
| Country Club Bank | 46,355 | $7.29M | 0.55% | −1,505−3.1% | Reduced |
| Wambolt & Associates, LLC | 45,866 | $7.21M | 2.36% | +10,811+30.8% | Added |
| Securian Asset Management, Inc | 45,742 | $7.19M | 0.20% | −6,161−11.9% | Reduced |
| Wealthcare Advisory Partners LLC | 45,380 | $7.14M | 0.28% | −135−0.3% | Reduced |
| Gratus Capital LLC | 45,292 | $7.12M | 0.40% | +36,665+425.0% | Added |
| Northeast Investment Management | 45,269 | $7.12M | 0.38% | −832−1.8% | Reduced |
| Haverford Financial Services, Inc. | 45,269 | $7.12M | 2.13% | +3,763+9.1% | Added |
| Investment House LLC | 45,200 | $7.11M | 0.50% | −24,357−35.0% | Reduced |
| Citizens Financial Group Inc | 45,156 | $7.10M | 0.24% | −1,859−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 45,016 | $7.08M | 0.13% | +1,065+2.4% | Added |
| FIL Ltd | 44,846 | $7.05M | 0.01% | +2,207+5.2% | Added |