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 |
|---|---|---|---|---|---|
| Ossiam | 44,619 | $7.02M | 0.11% | +31,459+239.1% | Added |
| Loomis Sayles & Co L P | 44,330 | $6.97M | 0.01% | +14,181+47.0% | Added |
| Keystone Financial Planning, Inc. | 44,233 | $6.95M | 2.30% | +676+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 43,877 | $6.90M | 0.43% | +770+1.8% | Added |
| O'Shaughnessy Asset Management, LLC | 43,867 | $6.90M | 0.09% | +3,070+7.5% | Added |
| Crossmark Global Holdings, Inc. | 43,818 | $6.89M | 0.14% | +815+1.9% | Added |
| Meiji Yasuda Life Insurance Co | 43,719 | $6.87M | 0.15% | +10,731+32.5% | Added |
| Louisiana State Employees Retirement System | 43,700 | $6.87M | 0.14% | −1,100−2.5% | Reduced |
| Capital Management Corp | 43,642 | $6.86M | 1.35% | −14,051−24.4% | Reduced |
| Summit Global Investments | 43,526 | $6.84M | 0.45% | +26,228+151.6% | Added |
| Builder Investment Group Inc | 43,505 | $6.84M | 2.46% | −185−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 43,352 | $6.82M | 0.24% | −81,863−65.4% | Reduced |
| Stonegate Investment Group, LLC | 43,278 | $6.80M | 0.23% | −6,896−13.7% | Reduced |
| Concurrent Investment Advisors, LLC | 43,241 | $6.80M | 0.32% | +43,241 | New |
| Naples Global Advisors, LLC | 42,798 | $6.73M | 0.74% | +4,479+11.7% | Added |
| JustInvest LLC | 42,597 | $6.70M | 0.17% | +861+2.1% | Added |
| SYSTM Wealth Solutions LLC | 41,974 | $6.60M | 0.91% | +2,463+6.2% | Added |
| Empowered Funds, LLC | 41,869 | $6.58M | 0.17% | +4,257+11.3% | Added |
| United Capital Financial Advisers, LLC | 41,784 | $6.57M | 0.05% | −40,754−49.4% | Reduced |
| Waterfront Wealth Inc. | 41,745 | $6.56M | 1.93% | −60.0% | Reduced |
| HTLF Bank | 41,618 | $6.54M | 0.77% | +41,618 | New |
| Griffin Asset Management, Inc. | 41,564 | $6.54M | 0.83% | +1,170+2.9% | Added |
| Borer Denton & Associates, Inc. | 41,505 | $6.53M | 2.50% | −290−0.7% | Reduced |
| CX Institutional | 40,945 | $6.44M | 0.34% | +3,132+8.3% | Added |
| Gotham Asset Management, LLC | 40,674 | $6.40M | 0.12% | +30,485+299.2% | Added |
| Motley Fool Wealth Management, LLC | 40,514 | $6.39M | 0.33% | −3,487−7.9% | Reduced |
| Sky Investment Group LLC | 40,350 | $6.34M | 1.34% | +64+0.2% | Added |
| Jensen Investment Management Inc | 40,310 | $6.34M | 0.05% | −4,575−10.2% | Reduced |
| HB Wealth Management, LLC | 40,228 | $6.33M | 0.09% | −971−2.4% | Reduced |
| Hennessy Advisors Inc | 40,200 | $6.32M | 0.32% | −1,500−3.6% | Reduced |
| Banco Santander, S.A. | 40,059 | $6.30M | 0.07% | +31,638+375.7% | Added |
| ARS Wealth Advisors Group, LLC | 39,914 | $6.28M | 0.93% | −149−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 39,794 | $6.26M | 0.30% | −486−1.2% | Reduced |
| Birch Capital Management, LLC | 39,762 | $6.25M | 3.59% | +4,023+11.3% | Added |
| Lowe Brockenbrough & Co Inc | 39,681 | $6.24M | 0.48% | −10,152−20.4% | Reduced |
| Riverview Capital Advisers, LLC | 39,655 | $6.23M | 2.39% | −120−0.3% | Reduced |
| Headinvest, LLC | 39,582 | $6.22M | 1.29% | −1,423−3.5% | Reduced |
| Ironwood Investment Counsel, LLC | 39,572 | $6.22M | 1.16% | −674−1.7% | Reduced |
| HBK Sorce Advisory LLC | 39,443 | $6.20M | 0.24% | −1,458−3.6% | Reduced |
| Miracle Mile Advisors, LLC | 38,927 | $6.12M | 0.17% | +38,927 | New |
| MainStreet Investment Advisors LLC | 38,825 | $6.10M | 0.69% | −2,053−5.0% | Reduced |
| Caldwell Trust Co | 38,561 | $6.06M | 0.77% | −873−2.2% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 38,515 | $6.06M | 4.07% | −1,070−2.7% | Reduced |
| Garland Capital Management Inc | 38,452 | $6.05M | 4.25% | −1,764−4.4% | Reduced |
| Albion Financial Group | 38,449 | $6.05M | 0.50% | −1,140−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 38,344 | $6.03M | 0.21% | −635−1.6% | Reduced |
| Rowland & Co Investment Counsel | 38,006 | $5.98M | 1.37% | +426+1.1% | Added |
| Eastover Investment Advisors LLC | 37,922 | $5.96M | 3.15% | +1,298+3.5% | Added |
| Dean Investment Associates, LLC | 37,902 | $5.96M | 0.85% | −4,542−10.7% | Reduced |
| Massmutual Trust Co FSB | 37,896 | $5.96M | 0.20% | −1,305−3.3% | Reduced |
| Bank of New Hampshire | 37,836 | $5.95M | 1.69% | 00.0% | Unchanged |
| Capital Advisors Inc | 37,725 | $5.93M | 0.13% | +37,725 | New |
| New Mexico Educational Retirement Board | 37,662 | $5.92M | 0.23% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 37,595 | $5.91M | 1.23% | +615+1.7% | Added |
| Atria Wealth Solutions, Inc. | 37,573 | $5.91M | 0.07% | +712+1.9% | Added |
| Zions Bancorporation, N.A. | 37,564 | $5.91M | 0.41% | −4,866−11.5% | Reduced |
| Avantax Advisory Services, Inc. | 37,497 | $5.90M | 0.06% | +4,334+13.1% | Added |
| Siemens Fonds Invest GmbH | 37,292 | $5.86M | 0.48% | +5,386+16.9% | Added |
| Iams Wealth Management, LLC | 37,291 | $5.86M | 3.79% | −47−0.1% | Reduced |
| Inlet Private Wealth, LLC | 37,280 | $5.86M | 1.80% | −750−2.0% | Reduced |
| BancorpSouth Bank | 37,250 | $5.86M | 0.48% | −242−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 37,107 | $5.83M | 0.28% | +829+2.3% | Added |
| CMG Global Holdings, LLC | 39,658 | $5.83M | 4.23% | −60.0% | Reduced |
| Man Group plc | 36,875 | $5.80M | 0.02% | – | – |
| Advisory Services Network, LLC | 36,699 | $5.77M | 0.14% | +3,647+11.0% | Added |
| Whittier Trust Co | 36,409 | $5.72M | 0.09% | −376−1.0% | Reduced |
| Granite Bay Wealth Management, LLC | 37,800 | $5.71M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 36,341 | $5.71M | 0.07% | −266,408−88.0% | Reduced |
| Intech Investment Management LLC | 36,031 | $5.67M | 0.08% | −13,505−27.3% | Reduced |
| Johnson Investment Counsel Inc | 36,011 | $5.66M | 0.07% | −342−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 35,578 | $5.59M | 0.10% | −20,133−36.1% | Reduced |
| Erste Asset Management GmbH | 35,572 | $5.59M | 0.08% | +15,769+79.6% | Added |
| Boston Research & Management Inc | 35,475 | $5.58M | 1.48% | +1,782+5.3% | Added |
| Northwest Bancshares, Inc. | 35,452 | $5.57M | 1.02% | +1,883+5.6% | Added |
| Bard Financial Services, Inc. | 35,325 | $5.55M | 0.62% | −125−0.4% | Reduced |
| Albar Capital Ltd | 34,895 | $5.49M | 1.18% | +34,895 | New |
| Snowden Capital Advisors LLC | 34,828 | $5.48M | 0.21% | −2,725−7.3% | Reduced |
| PDS Planning, Inc | 34,817 | $5.47M | 0.62% | +111+0.3% | Added |
| Amica Mutual Insurance Co | 34,723 | $5.46M | 0.59% | −20,566−37.2% | Reduced |
| Kesler, Norman & Wride, LLC | 34,596 | $5.44M | 1.25% | −1,958−5.4% | Reduced |
| North Star Investment Management Corp. | 34,116 | $5.36M | 0.41% | −448−1.3% | Reduced |
| Fusion Capital, LLC | 34,006 | $5.35M | 2.74% | +1,802+5.6% | Added |
| CWA Asset Management Group, LLC | 33,967 | $5.34M | 0.37% | −70.0% | Reduced |
| Winton Group Ltd | 33,865 | $5.32M | 0.39% | +33,865 | New |
| Sawtooth Solutions, LLC | 33,533 | $5.27M | 0.14% | +5,806+20.9% | Added |
| GLOBALT Investments LLC | 33,510 | $5.27M | 0.22% | +33,510 | New |
| Woodstock Corp | 33,357 | $5.24M | 0.61% | +1,296+4.0% | Added |
| Cornerstone Advisors, LLC | 33,200 | $5.22M | 0.23% | −3,700−10.0% | Reduced |
| Temasek Holdings (Private) Ltd | 33,001 | $5.19M | 0.03% | +16,158+95.9% | Added |
| tru Independence LLC | 32,968 | $5.18M | 1.57% | +193+0.6% | Added |
| Cetera Advisors LLC | 32,960 | $5.18M | 0.07% | +770+2.4% | Added |
| Community Bank, N.A. | 32,822 | $5.16M | 0.67% | +2,365+7.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,441 | $5.10M | 2.37% | −206−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 32,337 | $5.08M | 0.19% | −517−1.6% | Reduced |
| Bragg Financial Advisors, Inc | 32,263 | $5.07M | 0.24% | +2,242+7.5% | Added |
| Ascent Wealth Partners, LLC | 32,258 | $5.07M | 0.83% | +479+1.5% | Added |
| Bokf, NA | 32,158 | $5.06M | 0.10% | −2,557−7.4% | Reduced |
| Rench Wealth Management, Inc. | 32,012 | $5.03M | 2.12% | −156−0.5% | Reduced |
| Ally Financial Inc. | 32,000 | $5.03M | 0.66% | +18,000+128.6% | Added |
| Martin Capital Partners, LLC | 31,945 | $5.02M | 2.05% | −923−2.8% | Reduced |