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 |
|---|---|---|---|---|---|
| Hudson Capital Management LLC | 23,401 | $3.68M | 1.33% | +1,847+8.6% | Added |
| Azimuth Capital Investment Management LLC | 23,371 | $3.67M | 0.17% | −6,585−22.0% | Reduced |
| KMG Fiduciary Partners, LLC | 23,224 | $3.65M | 0.43% | −1,616−6.5% | Reduced |
| Bourne Lent Asset Management Inc | 23,148 | $3.64M | 1.48% | −1,580−6.4% | Reduced |
| Heritage Trust Co | 23,148 | $3.64M | 0.51% | +372+1.6% | Added |
| Westover Capital Advisors, LLC | 23,111 | $3.63M | 1.18% | −162−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 23,063 | $3.63M | 1.11% | −377−1.6% | Reduced |
| Semmax Financial Advisors Inc. | 24,977 | $3.62M | 1.32% | −2,349−8.6% | Reduced |
| Sepio Capital, LP | 23,001 | $3.62M | 0.30% | −4,696−17.0% | Reduced |
| Horan Capital Advisors, LLC. | 22,899 | $3.60M | 1.32% | −581−2.5% | Reduced |
| Tilson Financial Group, Inc. | 22,894 | $3.60M | 2.32% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 22,894 | $3.60M | 0.09% | +65+0.3% | Added |
| Sawyer & Company, Inc | 22,709 | $3.57M | 1.58% | −1,255−5.2% | Reduced |
| Bridgeworth, LLC | 22,475 | $3.53M | 0.35% | −54−0.2% | Reduced |
| National Asset Management, Inc. | 22,460 | $3.53M | 0.10% | +118+0.5% | Added |
| Pavion Blue Capital, LLC | 22,459 | $3.53M | 1.95% | +531+2.4% | Added |
| Pitcairn Co | 22,434 | $3.53M | 0.26% | −899−3.9% | Reduced |
| Principal Securities, Inc. | 22,306 | $3.51M | 0.13% | +22,306 | New |
| Good Life Advisors, LLC | 22,256 | $3.50M | 0.35% | −12,708−36.3% | Reduced |
| Brookmont Capital Management | 22,086 | $3.47M | 1.94% | +54+0.2% | Added |
| Deane Retirement Strategies, Inc. | 21,965 | $3.45M | 1.88% | +106+0.5% | Added |
| FDx Advisors, Inc. | 21,818 | $3.43M | 0.27% | −2,308−9.6% | Reduced |
| Laurel Wealth Advisors LLC | 21,705 | $3.41M | 0.65% | −1,193−5.2% | Reduced |
| North Star Asset Management Inc | 21,676 | $3.41M | 0.17% | −343−1.6% | Reduced |
| GSB Wealth Management, LLC | 21,649 | $3.40M | 1.05% | −1,438−6.2% | Reduced |
| Smith, Salley & Associates | 21,594 | $3.40M | 0.22% | −493−2.2% | Reduced |
| Sheets Smith Wealth Management | 21,588 | $3.39M | 0.48% | −300−1.4% | Reduced |
| McDonald Partners LLC | 21,563 | $3.39M | 1.01% | +3,972+22.6% | Added |
| Sterling Investment Advisors, Ltd. | 21,529 | $3.38M | 1.05% | −317−1.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 21,377 | $3.36M | 0.31% | +32+0.1% | Added |
| Avidian Wealth Solutions, LLC | 21,333 | $3.35M | 0.21% | +45+0.2% | Added |
| Brooks, Moore & Associates, Inc. | 21,274 | $3.34M | 2.30% | +561+2.7% | Added |
| Eaton Financial Holdings Company, LLC | 21,235 | $3.34M | 0.81% | +3,320+18.5% | Added |
| Atlantic Union Bankshares Corp | 21,225 | $3.34M | 0.31% | −3,929−15.6% | Reduced |
| Papp L Roy & Associates | 21,054 | $3.31M | 0.41% | −2,675−11.3% | Reduced |
| New England Research & Management, Inc. | 20,959 | $3.29M | 1.75% | +45+0.2% | Added |
| Old Point Trust & Financial Services N A | 20,899 | $3.29M | 1.33% | +705+3.5% | Added |
| Commerzbank Aktiengesellschaft | 20,714 | $3.26M | 0.13% | +1,653+8.7% | Added |
| Physicians Financial Services, Inc. | 20,657 | $3.25M | 1.23% | −436−2.1% | Reduced |
| Farmers Trust Co | 20,554 | $3.23M | 0.67% | +23+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 20,389 | $3.21M | 0.05% | +629+3.2% | Added |
| Perkins Coie Trust Co | 20,236 | $3.18M | 0.80% | +698+3.6% | Added |
| Vestmark Advisory Solutions, Inc. | 20,218 | $3.18M | 0.16% | −1,464−6.8% | Reduced |
| TD Private Client Wealth LLC | 20,183 | $3.18M | 0.11% | −3,719−15.6% | Reduced |
| Allworth Financial LP | 20,191 | $3.17M | 0.02% | −953−4.5% | Reduced |
| SWS Partners | 20,158 | $3.17M | 1.03% | +2,460+13.9% | Added |
| Roundview Capital LLC | 20,157 | $3.17M | 0.29% | −1,613−7.4% | Reduced |
| Wealthfront Advisers LLC | 20,156 | $3.17M | 0.01% | +5,367+36.3% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.14M | 0.75% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,811 | $3.14M | 0.12% | +1,116+6.0% | Added |
| Illinois Municipal Retirement Fund | 19,980 | $3.14M | 0.05% | 00.0% | Unchanged |
| UBS Oconnor LLC | 19,900 | $3.13M | 0.10% | +19,900 | New |
| Qsemble Capital Management, LP | 19,838 | $3.12M | 0.78% | +19,838 | New |
| Palisade Asset Management, LLC | 19,829 | $3.12M | 0.34% | −24−0.1% | Reduced |
| Parallel Advisors, LLC | 19,807 | $3.11M | 0.09% | +817+4.3% | Added |
| Strategic Advisors LLC | 19,803 | $3.11M | 0.59% | +1,104+5.9% | Added |
| Fulton Bank, N.A. | 19,779 | $3.11M | 0.14% | −415−2.1% | Reduced |
| Parkwood LLC | 19,691 | $3.10M | 0.50% | +19,691 | New |
| Wolverine Trading, LLC | 19,628 | $3.09M | 0.02% | −20,943−51.6% | Reduced |
| Mitchell Sinkler & Starr | 19,585 | $3.08M | 0.56% | +7,250+58.8% | Added |
| Cardinal Capital Management | 19,427 | $3.05M | 0.58% | −41−0.2% | Reduced |
| Park National Corp | 19,420 | $3.05M | 0.12% | −1,820−8.6% | Reduced |
| Courier Capital LLC | 19,354 | $3.04M | 0.23% | +142+0.7% | Added |
| Icon Wealth Advisors, LLC | 19,299 | $3.03M | 0.32% | +19,299 | New |
| Great Lakes Advisors, LLC | 19,237 | $3.02M | 0.03% | −631−3.2% | Reduced |
| NBT Bank N A | 19,235 | $3.02M | 0.24% | +26+0.1% | Added |
| Fort Washington Investment Advisors Inc | 19,213 | $3.02M | 0.02% | −525−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,157 | $3.01M | 0.26% | −2,453−11.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 19,136 | $3.01M | 0.25% | +2,700+16.4% | Added |
| Millennium Capital Advisors, LLC | 19,107 | $3.00M | 2.30% | −807−4.1% | Reduced |
| Park Avenue Securities LLC | 19,090 | $3.00M | 0.04% | +5,833+44.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 19,003 | $2.99M | 1.53% | +746+4.1% | Added |
| Anderson Hoagland & Co | 19,183 | $2.98M | 0.37% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 18,846 | $2.96M | 0.25% | −7,297−27.9% | Reduced |
| StoneX Group Inc. | 18,828 | $2.96M | 0.29% | +2,325+14.1% | Added |
| FJ Investments, LLC | 18,800 | $2.96M | 0.14% | +18,800 | New |
| Rockline Wealth Management, LLC | 18,752 | $2.95M | 1.22% | +18,752 | New |
| Paradigm Asset Management Co LLC | 18,724 | $2.94M | 0.78% | −500−2.6% | Reduced |
| Brighton Jones LLC | 18,685 | $2.94M | 0.12% | +2,073+12.5% | Added |
| Monarch Capital Management Inc | 18,662 | $2.93M | 0.89% | +1,642+9.6% | Added |
| Northcape Wealth Management, LLC | 18,655 | $2.93M | 1.06% | −78−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 18,651 | $2.93M | 0.10% | −1,572−7.8% | Reduced |
| United Asset Strategies, Inc. | 18,589 | $2.92M | 0.33% | +622+3.5% | Added |
| Boomfish Wealth Group, LLC | 18,516 | $2.91M | 2.10% | +18,516 | New |
| Avitas Wealth Management LLC | 18,494 | $2.91M | 0.49% | −1,530−7.6% | Reduced |
| Maltin Wealth Management, Inc. | 18,466 | $2.90M | 1.85% | +5,719+44.9% | Added |
| Cary Street Partners Asset Management LLC | 18,461 | $2.90M | 0.50% | +282+1.6% | Added |
| Aspire Private Capital, LLC | 18,425 | $2.90M | 0.86% | +30.0% | Added |
| Pure Financial Advisors, Inc. | 18,413 | $2.90M | 0.10% | +188+1.0% | Added |
| Shell Asset Management Co | 18,216 | $2.86M | 0.13% | −4,006−18.0% | Reduced |
| Wright Investors Service Inc | 18,196 | $2.86M | 0.81% | −2,424−11.8% | Reduced |
| Marion Wealth Management | 17,993 | $2.83M | 0.90% | 00.0% | Unchanged |
| JLB & Associates Inc | 17,978 | $2.83M | 0.41% | +1,324+8.0% | Added |
| GTS Securities LLC | 17,945 | $2.82M | 0.06% | −89,185−83.2% | Reduced |
| ProVise Management Group, LLC | 17,886 | $2.81M | 0.24% | +4,339+32.0% | Added |
| Legacy Advisors, LLC | 17,749 | $2.79M | 0.36% | −5,969−25.2% | Reduced |
| Silvercrest Asset Management Group LLC | 17,744 | $2.79M | 0.02% | +3,160+21.7% | Added |
| Wolverine Asset Management LLC | 17,658 | $2.78M | 0.04% | +1,617+10.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 17,646 | $2.77M | 0.06% | +8,743+98.2% | Added |
| Fortis Advisors, LLC | 17,544 | $2.76M | 1.97% | +9+0.1% | Added |