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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 31,806 | $5.00M | 0.28% | −183−0.6% | Reduced |
| Atwater Malick LLC | 31,332 | $4.93M | 1.93% | +1,526+5.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,181 | $4.90M | 1.31% | +32+0.1% | Added |
| Bridge Creek Capital Management LLC | 31,006 | $4.88M | 1.69% | +281+0.9% | Added |
| Perigon Wealth Management, LLC | 30,829 | $4.85M | 0.16% | −2,906−8.6% | Reduced |
| HighPoint Advisor Group LLC | 30,912 | $4.84M | 0.35% | +30,912 | New |
| Columbia Asset Management | 30,690 | $4.83M | 0.99% | −3,058−9.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,581 | $4.81M | 0.10% | −603−1.9% | Reduced |
| Savant Capital, LLC | 30,483 | $4.79M | 0.06% | +916+3.1% | Added |
| Associated Banc-Corp | 30,477 | $4.79M | 0.17% | +1,233+4.2% | Added |
| Buckingham Strategic Wealth, LLC | 30,245 | $4.76M | 0.06% | −3,128−9.4% | Reduced |
| Mather Group, LLC. | 30,202 | $4.75M | 0.07% | −27−0.1% | Reduced |
| Vision Capital Management, Inc. | 30,101 | $4.73M | 0.74% | +93+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 29,569 | $4.73M | 0.48% | +1,871+6.8% | Added |
| Cohen Klingenstein LLC | 29,982 | $4.71M | 0.19% | 00.0% | Unchanged |
| Credit Agricole S A | 29,967 | $4.71M | 0.10% | +22,249+288.3% | Added |
| Ostrum Asset Management | 29,877 | $4.70M | 0.41% | −215−0.7% | Reduced |
| NewSquare Capital LLC | 30,336 | $4.70M | 0.45% | +885+3.0% | Added |
| Murphy Pohlad Asset Management LLC | 29,779 | $4.68M | 1.94% | −3,500−10.5% | Reduced |
| Red Door Wealth Management, LLC | 29,630 | $4.66M | 1.01% | −70−0.2% | Reduced |
| Motco | 29,548 | $4.65M | 0.30% | −2,712−8.4% | Reduced |
| Metropolitan Life Insurance Co | 29,440 | $4.63M | 0.22% | −485−1.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 29,382 | $4.62M | 0.29% | −1,107−3.6% | Reduced |
| Horrell Capital Management, Inc. | 29,224 | $4.59M | 1.38% | +94+0.3% | Added |
| Stolper Co | 29,157 | $4.58M | 1.85% | +269+0.9% | Added |
| Beacon Financial Group | 29,068 | $4.57M | 0.56% | −556−1.9% | Reduced |
| NewEdge Wealth, LLC | 29,033 | $4.56M | 0.12% | −45,660−61.1% | Reduced |
| Everence Capital Management Inc | 28,870 | $4.54M | 0.32% | +755+2.7% | Added |
| Coldstream Capital Management Inc | 28,841 | $4.53M | 0.13% | +2,451+9.3% | Added |
| Soltis Investment Advisors LLC | 28,826 | $4.53M | 0.51% | −3,510−10.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 28,806 | $4.53M | 0.35% | −3,647−11.2% | Reduced |
| Eagle Rock Investment Company, LLC | 28,714 | $4.51M | 0.92% | +1,405+5.1% | Added |
| Farmers National Bank | 28,677 | $4.51M | 1.45% | +113+0.4% | Added |
| E. Ohman J:or Asset Management AB | 28,511 | $4.48M | 0.16% | −4,800−14.4% | Reduced |
| Bleakley Financial Group, LLC | 28,445 | $4.47M | 0.14% | +5,832+25.8% | Added |
| Culbertson A N & Co Inc | 28,246 | $4.44M | 0.83% | −40−0.1% | Reduced |
| Stokes Capital Advisors, LLC | 28,194 | $4.43M | 1.40% | −107−0.4% | Reduced |
| Capital Investment Counsel, Inc | 28,089 | $4.42M | 0.77% | +785+2.9% | Added |
| LongView Wealth Management | 27,163 | $4.34M | 1.94% | +27,163 | New |
| Keating Investment Counselors Inc | 27,627 | $4.34M | 1.55% | −305−1.1% | Reduced |
| Stratos Wealth Advisors, LLC | 27,557 | $4.33M | 0.25% | +2,535+10.1% | Added |
| Sompo Asset Management Co., Ltd. | 27,450 | $4.32M | 0.78% | +7,240+35.8% | Added |
| Alberta Investment Management Corp | 27,375 | $4.30M | 0.04% | +4,575+20.1% | Added |
| Focus Financial Network Inc | 27,339 | $4.30M | 0.16% | +27,339 | New |
| Principal Street Partners, LLC | 27,336 | $4.30M | 1.04% | −1,604−5.5% | Reduced |
| Paloma Partners Management Co | 27,261 | $4.29M | 0.71% | +27,261 | New |
| Baxter Bros Inc | 27,254 | $4.29M | 0.59% | −1,596−5.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,141 | $4.27M | 0.04% | +272+1.0% | Added |
| Kingfisher Capital LLC | 27,139 | $4.27M | 1.11% | +23,298+606.6% | Added |
| Greystone Financial Group, LLC | 26,988 | $4.24M | 0.98% | +3,154+13.2% | Added |
| Canal Capital Management, LLC | 26,949 | $4.24M | 0.78% | −2,896−9.7% | Reduced |
| Lakeview Capital Partners, LLC | 26,699 | $4.20M | 0.74% | +120.0% | Added |
| Hallmark Capital Management Inc | 26,656 | $4.19M | 0.33% | +1,166+4.6% | Added |
| Mango Investments LLC | 26,612 | $4.18M | 2.63% | +26,612 | New |
| Pallas Capital Advisors LLC | 26,605 | $4.18M | 0.22% | −18,422−40.9% | Reduced |
| Opus Investment Management Inc | 26,600 | $4.18M | 2.40% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 26,482 | $4.16M | 0.16% | 00.0% | Unchanged |
| William Allan, LLC | 26,443 | $4.16M | 2.98% | −179−0.7% | Reduced |
| Metis Global Partners, LLC | 26,426 | $4.15M | 0.17% | −3,391−11.4% | Reduced |
| Cornerstone Investment Partners, LLC | 26,370 | $4.15M | 0.23% | +12,121+85.1% | Added |
| McDaniel Terry & Co | 26,295 | $4.13M | 0.40% | +30.0% | Added |
| Norinchukin Bank, The | 26,045 | $4.10M | 0.10% | −3,518−11.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 25,945 | $4.08M | 1.36% | +869+3.5% | Added |
| Meritage Portfolio Management | 25,869 | $4.07M | 0.27% | +7,601+41.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,767 | $4.05M | 0.28% | −601−2.3% | Reduced |
| Northwest Investment Counselors, LLC | 25,694 | $4.04M | 1.08% | −445−1.7% | Reduced |
| Empirical Finance, LLC | 25,409 | $4.00M | 0.28% | +190+0.8% | Added |
| Summitry LLC | 25,391 | $3.99M | 0.23% | +1,235+5.1% | Added |
| DFPG Investments, LLC | 25,270 | $3.98M | 0.31% | +69+0.3% | Added |
| Bowen Hanes & Co Inc | 25,096 | $3.95M | 0.12% | +390+1.6% | Added |
| Brady Family Wealth, LLC | 25,004 | $3.93M | 1.35% | +796+3.3% | Added |
| Benin Management CORP | 24,925 | $3.92M | 1.34% | −1,190−4.6% | Reduced |
| Eisler Capital (UK) Ltd. | 24,924 | $3.92M | 0.36% | −119,794−82.8% | Reduced |
| Independent Investors Inc | 24,911 | $3.92M | 0.90% | +100+0.4% | Added |
| Cypress Wealth Services, LLC | 24,786 | $3.90M | 0.97% | −350−1.4% | Reduced |
| Highland Capital Management, LLC | 24,749 | $3.89M | 0.24% | +205+0.8% | Added |
| Vise Technologies, Inc. | 24,692 | $3.88M | 0.84% | −721−2.8% | Reduced |
| Freestone Capital Holdings, LLC | 24,670 | $3.88M | 0.17% | −1,217−4.7% | Reduced |
| Motley Fool Asset Management LLC | 24,640 | $3.87M | 0.29% | +24,640 | New |
| Groupama Asset Managment | 24,438 | $3.84M | 0.10% | +24,438 | New |
| Ci Investments Inc. | 24,402 | $3.84M | 0.02% | −46,181−65.4% | Reduced |
| Laffer Tengler Investments | 24,402 | $3.84M | 1.02% | +503+2.1% | Added |
| Valeo Financial Advisors, LLC | 24,401 | $3.84M | 0.15% | −2,413−9.0% | Reduced |
| Commonwealth Retirement Investments LLC | 24,326 | $3.82M | 2.03% | +1,041+4.5% | Added |
| Schulhoff & Co Inc | 24,310 | $3.82M | 1.82% | −18−0.1% | Reduced |
| Peloton Wealth Strategists | 24,311 | $3.82M | 1.66% | −2,919−10.7% | Reduced |
| Verdence Capital Advisors LLC | 24,297 | $3.82M | 0.37% | −652−2.6% | Reduced |
| Vaughan David Investments LLC | 24,294 | $3.82M | 0.10% | −189−0.8% | Reduced |
| Phoenix Holdings Ltd. | 21,548 | $3.82M | 0.06% | +2,423+12.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,161 | $3.80M | 0.17% | −3,061−11.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,062 | $3.78M | 0.97% | +10,438+76.6% | Added |
| Nomura Holdings Inc | 24,012 | $3.78M | 0.03% | −83,112−77.6% | Reduced |
| Viking Fund Management LLC | 24,000 | $3.77M | 0.73% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 23,959 | $3.77M | 1.19% | +707+3.0% | Added |
| Banque Cantonale Vaudoise | 23,928 | $3.76M | 0.16% | −3,421−12.5% | Reduced |
| Ethic Inc. | 23,911 | $3.76M | 0.11% | −4,843−16.8% | Reduced |
| Signature Wealth Management Group | 23,801 | $3.74M | 1.73% | +23,801 | New |
| Vestcor Inc | 23,721 | $3.73M | 0.13% | −166−0.7% | Reduced |
| Hengehold Capital Management LLC | 23,656 | $3.72M | 0.44% | +100.0% | Added |
| Argyle Capital Management Inc. | 23,428 | $3.68M | 1.53% | −4,050−14.7% | Reduced |