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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 17,530 | $2.76M | 0.54% | +64+0.4% | Added |
| South Dakota Investment Council | 17,472 | $2.75M | 0.06% | +3,100+21.6% | Added |
| Oak Harbor Wealth Partners, LLC | 17,406 | $2.74M | 0.92% | −51−0.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 17,343 | $2.73M | 1.12% | −884−4.8% | Reduced |
| Shorepoint Capital Partners LLC | 17,305 | $2.72M | 0.73% | +617+3.7% | Added |
| EP Wealth Advisors, LLC | 17,299 | $2.72M | 0.03% | −1,230−6.6% | Reduced |
| Plimoth Trust Co LLC | 17,288 | $2.72M | 0.78% | −847−4.7% | Reduced |
| Wedbush Securities Inc | 17,237 | $2.71M | 0.12% | +372+2.2% | Added |
| Stanley-Laman Group, Ltd. | 17,217 | $2.71M | 0.41% | +37+0.2% | Added |
| Rodgers Brothers Inc. | 17,214 | $2.71M | 0.43% | +13,829+408.5% | Added |
| Kennon-Green & Company, LLC | 17,204 | $2.70M | 2.75% | −943−5.2% | Reduced |
| Adams Asset Advisors, LLC | 17,185 | $2.70M | 0.36% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 17,171 | $2.70M | 1.02% | +17,171 | New |
| Beverly Hills Private Wealth, LLC | 17,150 | $2.70M | 0.70% | −1,014−5.6% | Reduced |
| Exencial Wealth Advisors, LLC | 17,116 | $2.69M | 0.11% | +275+1.6% | Added |
| Kinneret Advisory, LLC | 17,013 | $2.67M | 0.30% | −108−0.6% | Reduced |
| Greenline Partners, LLC | 16,989 | $2.67M | 0.45% | 00.0% | Unchanged |
| Cipher Capital LP | 16,987 | $2.67M | 0.87% | +9,107+115.6% | Added |
| Equitable Holdings, Inc. | 16,952 | $2.67M | 0.03% | +1,644+10.7% | Added |
| Mango Five Family, Inc. | 16,928 | $2.66M | 1.00% | +16,928 | New |
| Sage Capital Advisors,llc | 16,926 | $2.66M | 0.86% | −118−0.7% | Reduced |
| Twin Lakes Capital Management, LLC | 16,909 | $2.66M | 1.82% | −2,042−10.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.66M | 1.24% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $2.65M | 0.38% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,847 | $2.65M | 0.09% | +4,881+40.8% | Added |
| Boyar Asset Management Inc. | 16,796 | $2.64M | 1.98% | −966−5.4% | Reduced |
| Cypress Capital Group | 16,758 | $2.63M | 0.34% | −128−0.8% | Reduced |
| Radnor Capital Management, LLC | 16,731 | $2.63M | 0.49% | −365−2.1% | Reduced |
| Sculati Wealth Management, LLC | 16,624 | $2.61M | 1.22% | +186+1.1% | Added |
| Trilogy Capital Inc. | 16,619 | $2.61M | 0.16% | +1,032+6.6% | Added |
| Horizon Investments, LLC | 16,502 | $2.59M | 0.07% | −3,803−18.7% | Reduced |
| Savoie Capital LLC | 16,500 | $2.59M | 0.59% | −20,428−55.3% | Reduced |
| Zullo Investment Group, Inc. | 16,499 | $2.59M | 1.33% | +381+2.4% | Added |
| GHP Investment Advisors, Inc. | 16,483 | $2.59M | 0.14% | −190−1.1% | Reduced |
| Public Sector Pension Investment Board | 16,481 | $2.59M | 0.02% | −60,994−78.7% | Reduced |
| Boston Private Wealth LLC | 16,423 | $2.58M | 0.06% | −1,760−9.7% | Reduced |
| Jacobi Capital Management LLC | 16,232 | $2.55M | 0.26% | +186+1.2% | Added |
| Duality Advisers, LP | 16,172 | $2.54M | 0.27% | −1,634−9.2% | Reduced |
| Bessemer Group Inc | 16,088 | $2.53M | 0.00% | +1,661+11.5% | Added |
| Independence Bank of Kentucky | 16,057 | $2.52M | 0.89% | +1,553+10.7% | Added |
| Tiaa Trust, National Association | 15,939 | $2.51M | 0.01% | −1,187−6.9% | Reduced |
| Rehmann Capital Advisory Group | 15,900 | $2.50M | 0.21% | +1,172+8.0% | Added |
| Pathway Financial Advisers, LLC | 15,851 | $2.49M | 0.95% | −456−2.8% | Reduced |
| Truvestments Capital LLC | 15,850 | $2.49M | 1.13% | +346+2.2% | Added |
| Princeton Global Asset Management LLC | 15,841 | $2.49M | 0.63% | −4,620−22.6% | Reduced |
| Eudaimonia Partners, LLC | 15,689 | $2.47M | 0.65% | −2,628−14.3% | Reduced |
| United Community Bank | 15,676 | $2.46M | 1.04% | −332−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 15,595 | $2.45M | 0.19% | −2,646−14.5% | Reduced |
| We Are One Seven, LLC | 15,566 | $2.45M | 0.14% | −397−2.5% | Reduced |
| Auxier Asset Management | 15,538 | $2.44M | 0.40% | −366−2.3% | Reduced |
| Trust Co of Toledo NA | 15,480 | $2.43M | 0.42% | +397+2.6% | Added |
| Alta Capital Management LLC | 15,478 | $2.43M | 0.16% | +143+0.9% | Added |
| Exeter Financial, LLC | 15,200 | $2.43M | 1.18% | +50+0.3% | Added |
| Stamos Capital Partners, L.P. | 15,400 | $2.42M | 0.66% | −3,360−17.9% | Reduced |
| KLCM Advisors, Inc. | 15,329 | $2.41M | 0.37% | +15,329 | New |
| GYL Financial Synergies, LLC | 15,297 | $2.41M | 0.20% | +2,299+17.7% | Added |
| Tokio Marine Asset Management Co Ltd | 15,287 | $2.40M | 0.13% | +552+3.7% | Added |
| Apollon Wealth Management, LLC | 15,281 | $2.40M | 0.08% | +4,689+44.3% | Added |
| Pinkerton Retirement Specialists, LLC | 15,278 | $2.40M | 0.46% | −406−2.6% | Reduced |
| Shoker Investment Counsel, Inc. | 15,276 | $2.40M | 0.93% | −12−0.1% | Reduced |
| Searle & Co. | 15,271 | $2.40M | 0.66% | +221+1.5% | Added |
| Redwood Investment Management, LLC | 15,247 | $2.40M | 0.22% | +3,183+26.4% | Added |
| Cohen Investment Advisors LLC | 15,221 | $2.39M | 1.76% | +699+4.8% | Added |
| Cypress Asset Management Inc | 15,210 | $2.39M | 0.72% | −102−0.7% | Reduced |
| Ballentine Partners, LLC | 15,164 | $2.38M | 0.05% | +48+0.3% | Added |
| Charter Research & Investment Group, Inc. | 15,150 | $2.38M | 1.98% | −140−0.9% | Reduced |
| Brasada Capital Management, LP | 15,116 | $2.38M | 0.47% | +15,116 | New |
| Trustmark National Bank Trust Department | 15,024 | $2.36M | 0.22% | +1,028+7.3% | Added |
| Harbour Investment Management LLC | 14,993 | $2.36M | 1.23% | 00.0% | Unchanged |
| BFSG, LLC | 14,963 | $2.35M | 0.34% | −478−3.1% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.35M | 0.98% | 00.0% | Unchanged |
| Lincoln National Corp | 14,936 | $2.35M | 0.04% | −253−1.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 14,890 | $2.34M | 0.02% | −2,600−14.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 14,884 | $2.34M | 0.27% | −2,525−14.5% | Reduced |
| SkyOak Wealth, LLC | 14,873 | $2.34M | 0.61% | +438+3.0% | Added |
| Arvest Trust Co N A | 14,839 | $2.33M | 0.14% | −2,722−15.5% | Reduced |
| Investmark Advisory Group LLC | 14,813 | $2.33M | 1.37% | −15−0.1% | Reduced |
| Camden Capital, LLC | 14,762 | $2.32M | 0.24% | +1,034+7.5% | Added |
| Chatham Capital Group, Inc. | 14,743 | $2.32M | 0.47% | −460−3.0% | Reduced |
| Advisors Capital Management, LLC | 14,744 | $2.32M | 0.05% | −341−2.3% | Reduced |
| Tradition Wealth Management, LLC | 14,711 | $2.31M | 0.24% | −346−2.3% | Reduced |
| Portside Wealth Group, LLC | 14,636 | $2.30M | 0.43% | −580−3.8% | Reduced |
| Sunbelt Securities, Inc. | 14,601 | $2.30M | 0.29% | −588−3.9% | Reduced |
| Richard Bernstein Advisors LLC | 14,590 | $2.29M | 0.05% | +11+0.1% | Added |
| Towercrest Capital Management | 14,589 | $2.29M | 0.41% | −13−0.1% | Reduced |
| Mill Capital Management, LLC | 14,500 | $2.28M | 0.20% | 00.0% | Unchanged |
| Slagle Financial, LLC | 28,828 | $2.27M | 1.30% | +14,637+103.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,419 | $2.27M | 1.29% | −414−2.8% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $2.25M | 1.66% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14,303 | $2.25M | 0.12% | −1,591−10.0% | Reduced |
| PYA Waltman Capital, LLC | 14,288 | $2.25M | 0.94% | +989+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,278 | $2.24M | 0.13% | −5,542−28.0% | Reduced |
| Veriti Management LLC | 14,228 | $2.24M | 0.20% | +1,780+14.3% | Added |
| King Luther Capital Management Corp | 14,177 | $2.23M | 0.01% | −2,833−16.7% | Reduced |
| Arvest Investments, Inc. | 14,142 | $2.22M | 0.36% | +14,142 | New |
| Forte Capital LLC | 14,094 | $2.22M | 0.30% | −350−2.4% | Reduced |
| City Holding Co | 14,083 | $2.21M | 0.36% | −7,344−34.3% | Reduced |
| Stoneridge Investment Partners LLC | 14,074 | $2.21M | 0.93% | +3,386+31.7% | Added |
| Rossmore Private Capital | 14,058 | $2.21M | 0.31% | +1,330+10.4% | Added |
| Balyasny Asset Management LLC | 14,019 | $2.20M | 0.01% | +4,427+46.2% | Added |