Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding United Parcel Service Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of UPS: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2,268292,219−20
Shares513.9M572.1K513.1M−277.3K (−0.1%)
Value$80.8B$90.5M$76.3B−$4.44B (−5.5%)

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (152)

Institutions that held United Parcel Service Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 152 by value.

Institutions new to UPS in Q1 2024
InstitutionSharesValue% of portfolio
Spirepoint Private Client, LLC1,081,797$160.8M24.49%
Interval Partners, LP606,195$90.1M3.40%
Twinbeech Capital LP372,128$55.3M1.14%
Danske Bank A/S318,134$47.3M0.15%
Resona Asset Management Co.,Ltd.250,886$37.3M0.22%
Trexquant Investment LP162,851$24.2M0.48%
Woodline Partners LP129,480$19.2M0.18%
Andra AP-fonden109,983$16.3M0.29%
Mediolanum International Funds Ltd91,996$13.6M0.22%
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.84,284$13.3M11.43%
SpiderRock Advisors, LLC78,788$12.0M0.39%
Allianz SE66,352$9.86M0.31%
Tudor Investment Corp Et Al65,717$9.77M0.12%
M&G Plc65,546$9.77M0.06%
Coulter & Justus Financial Services, LLC62,333$9.26M2.06%
GAM Holding AG61,324$9.11M0.66%
Carlson Capital L P50,200$7.46M0.61%
Hudson Bay Capital Management LP45,070$6.70M0.06%
Kettle Hill Capital Management, LLC40,332$5.99M1.46%
Virtu Financial LLC39,084$5.81M0.44%
Pearl River Capital, LLC32,718$4.86M0.77%
Mirabella Financial Services LLP32,148$4.78M0.35%
Bryn Mawr Trust Co31,557$4.69M0.18%
Advent Capital Management30,000$4.46M0.11%
Diversify Advisory Services, LLC28,927$4.27M0.25%
Torray LLC27,371$4.07M0.61%
Walleye Capital LLC27,193$4.04M0.04%
Moss Adams Wealth Advisors LLC24,218$3.60M0.58%
Glass Wealth Management Co LLC23,820$3.54M2.16%
Laurion Capital Management LP23,478$3.49M0.10%
Coppell Advisory Solutions Corp.15,399$2.29M0.43%
Orca Investment Management, LLC15,219$2.26M2.12%
BTC Capital Management, Inc.14,396$2.14M0.20%
XTX Topco Ltd14,271$2.12M0.29%
Central Pacific Bank - Trust Division13,275$1.96M0.24%
Atlanta Consulting Group Advisors, LLC13,017$1.93M0.67%
Atom Investors LP11,862$1.76M0.22%
B&D White Capital Company, LLC11,800$1.75M0.39%
Twin City Private Wealth, LLC10,114$1.50M1.48%
Harvest Investment Advisors, LLC9,635$1.43M1.07%
Ascension Asset Management LLC9,508$1.41M0.76%
Accordant Advisory Group Inc9,141$1.36M1.02%
Two Sigma Securities, LLC8,940$1.33M0.06%
Financial Consulate, Inc8,549$1.27M0.38%
Wealth Group, Ltd.8,241$1.23M0.92%
Cubist Systematic Strategies, LLC8,029$1.19M0.01%
CMT Capital Markets Trading GmbH7,266$1.08M0.49%
Watts Gwilliam & Co., LLC7,163$1.06M0.33%
Bridgefront Capital, LLC6,979$1.04M0.79%
Catalyst Funds Management Pty Ltd6,400$951.2K0.27%
Aviance Capital Partners, LLC6,394$950.3K0.14%
Berkeley Capital Partners, LLC5,921$880.0K0.27%
Greenland Capital Management LP5,600$832.3K0.14%
Klein Pavlis & Peasley Financial, Inc.5,557$825.9K0.75%
American National Bank & Trust Co5,485$815.2K0.19%
Focus Financial Network, Inc.5,191$741.6K0.04%
Silverleafe Capital Partners, LLC4,579$680.6K0.27%
Lombard Odier Asset Management (Switzerland) SA4,372$649.8K0.05%
MQS Management LLC3,851$572.4K0.33%
Sentinus, LLC3,792$563.6K0.20%
Cascade Financial Partners, LLC3,828$554.7K0.08%
James J. Burns & Company, LLC3,163$472.0K0.16%
Vicus Capital3,102$461.0K0.04%
ASB Consultores, LLC2,922$434.3K0.11%
Juncture Wealth Strategies, LLC2,869$426.4K0.18%
Passumpsic Savings Bank2,803$416.6K0.27%
Landscape Capital Management, L.L.C.2,675$397.6K0.03%
Versor Investments LP2,668$396.5K0.08%
Mizuho Markets Americas LLC2,660$395.4K0.01%
BCJ Capital Management, LLC2,620$389.4K0.03%
Clear Creek Financial Management, LLC2,619$389.3K0.05%
Executive Wealth Group LLC2,658$388.8K0.08%
Sweeney & Michel, LLC2,620$387.5K0.17%
Crestwood Advisors Group LLC2,474$367.8K0.01%
Providence Wealth Advisors, LLC2,318$346.2K0.30%
New Covenant Trust Company, N.A.2,324$345.4K0.35%
Petrus Trust Company, LTA2,277$338.4K0.03%
Angeles Wealth Management, LLC2,188$325.2K0.03%
Scientech Research LLC2,170$322.5K0.17%
Archetype Wealth Partners2,100$312.0K0.05%
Evoke Wealth, LLC2,086$310.1K0.01%
Atalanta Sosnoff Capital, LLC2,040$303.2K0.01%
Equitable Trust Co2,026$301.1K0.02%
Harbor Advisors LLC2,000$297.3K0.05%
Colonial River Wealth Management, LLC1,999$297.1K0.17%
Calton & Associates, Inc.1,983$294.7K0.14%
MBB Public Markets I LLC1,977$293.8K0.02%
First American Trust, FSB1,977$293.8K0.03%
Bullock Wealth Management Group1,938$286.2K0.19%
Sonora Investment Management Group, LLC1,798$267.2K0.02%
Pasadena Private Wealth, LLC1,790$266.0K0.06%
Coordinated Financial Services, Inc.1,787$265.6K0.23%
Silver Coast Investments LLC1,757$261.1K0.11%
CBOE Vest Financial, LLC1,746$259.1K0.01%
Greenfield Savings Bank1,725$256.4K0.13%
O'Keefe Stevens Advisory, Inc.1,719$255.5K0.08%
Crewe Advisors LLC1,675$249.0K0.03%
Tandem Investment Advisors, Inc.1,666$248.0K0.01%
WealthCare Investment Partners, LLC1,641$243.9K0.12%
Bulltick Wealth Management, LLC1,633$242.7K0.05%

Sold out (172)

Institutions that held United Parcel Service Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 172 by value.

Institutions that sold out of UPS in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Viking Global Investors LPSuperinvestorViking Global Investors8,199,127$1.29B
Cetera Advisor Networks LLC202,383$31.8M
Twin Tree Management, LP200,609$31.5M
Osher Van de Voorde Investment Management110,127$17.3M
ExodusPoint Capital Management, LP90,566$14.2M
Graham Capital Management, L.P.76,290$12.0M
Eagle Ridge Investment Management55,781$8.77M
CSM Advisors, LLC48,200$7.58M
Eastover Investment Advisors LLC37,922$5.96M
Granite Bay Wealth Management, LLC37,800$5.71M
Capital Fund Management S.A.36,341$5.71M
Albar Capital Ltd34,895$5.49M
Cetera Advisors LLC32,960$5.18M
Ascent Wealth Partners, LLC32,258$5.07M
Nomura Holdings Inc24,012$3.78M
Deane Retirement Strategies, Inc.21,965$3.45M
UBS Oconnor LLC19,900$3.13M
Wolverine Trading, LLC19,628$3.09M
FJ Investments, LLC18,800$2.96M
Harbor Capital Advisors, Inc.17,530$2.76M
Portfolio Design Labs, LLC17,171$2.70M
Brasada Capital Management, LP15,116$2.38M
Chatham Capital Group, Inc.14,743$2.32M
Balyasny Asset Management LLC14,019$2.20M
Ascent Group, LLC14,433$2.13M
Connectus Wealth, LLC12,368$1.95M
Oak Thistle LLC11,929$1.88M
Worldquant Millennium Advisors LLC10,858$1.71M
Jackson Wealth Management, LLC9,995$1.57M
Meridian Wealth Management, LLC9,981$1.57M
BlueChip Wealth Advisors LLC9,250$1.45M
Shulman DeMeo Asset Management LLC8,908$1.40M
SeaBridge Investment Advisors LLC8,366$1.32M
Sweet Financial Partners, LLC8,348$1.31M
Occidental Asset Management, LLC7,624$1.20M
Aquatic Capital Management LLC7,500$1.18M
Estate Counselors, LLC7,305$1.15M
K.J. Harrison & Partners Inc6,375$1.00M
Mach-1 Financial Group, Inc.6,298$990.3K
Bremer Bank National Association5,956$936.5K
IFG Advisory, LLC5,293$832.3K
RMR Wealth Builders5,180$814.5K
Mountain Capital Investment Advisors, Inc5,059$809.1K
Advisor Resource Council4,805$755.6K
Parallax Volatility Advisers, L.P.4,777$751.1K
Meitav Dash Investments Ltd4,750$747.0K
Wealth Alliance Advisory Group, LLC4,716$741.6K
Kovack Advisors, Inc.4,388$690.0K
OmniStar Financial Group, Inc.4,197$660.0K
Cornerstone Capital, Inc.4,152$652.8K
Quest Partners LLC3,674$577.7K
Boothbay Fund Management, LLC3,636$571.7K
Keebeck Alpha, LP3,443$541.3K
AXS Investments LLC3,442$541.2K
Agf Management Ltd3,405$535.4K
Zhang Financial LLC3,375$530.7K
Elk River Wealth Management, LLC3,364$528.9K
Stevens Capital Management LP3,359$528.0K
Transatlantique Private Wealth LLC3,332$523.9K
Asahi Life Asset Management Co., Ltd.3,325$522.8K
Evernest Financial Advisors, LLC3,151$495.4K
Marex Group plc3,081$484.4K
Signet Financial Management, LLC2,994$470.8K
Brevan Howard Capital Management LP2,975$467.8K
Baker Ellis Asset Management LLC2,910$457.5K
AFS Financial Group, LLC2,804$440.9K
Truepoint, Inc.2,706$425.5K
Nikulski Financial, Inc.2,681$421.5K
CWS Financial Advisors, LLC2,653$417.1K
Psagot Value Holdings Ltd. / (Israel)2,420$381.0K
Priebe Wealth Holdings LLC2,383$374.6K
3Chopt Investment Partners, LLC2,284$359.1K
Clough Capital Partners L P2,200$345.9K
Secure Asset Management, LLC2,196$345.2K
Pictet & Cie (Europe) SA2,182$343.1K
Curi Capital2,179$342.6K
Allen Capital Group, LLC2,091$328.8K
Acorn Creek Capital LLC2,088$328.3K
Howe & Rusling Inc2,038$320.4K
Skba Capital Management LLC2,000$314.5K
Dover Advisors, LLC1,983$311.8K
Kodai Capital Management LP1,941$305.2K
Enterprise Financial Services Corp1,833$288.2K
Legacy Edge Advisors, LLC1,806$284.0K
Fiducient Advisors LLC1,805$283.8K
Calamos Wealth Management LLC1,788$281.1K
Chilton Investment Co LLC1,764$277.4K
Knuff & Co LLC1,711$269.0K
Everpar Advisors LLC1,693$266.2K
Apexium Financial, LP1,677$263.7K
Means Investment Co., Inc.1,610$253.2K
Alaska Permanent Fund Corp1,583$248.9K
Thrive Capital Management, LLC1,566$246.2K
Coyle Financial Counsel LLC1,551$243.9K
Newman Dignan & Sheerar, Inc.1,536$241.5K
New Republic Capital, LLC1,499$235.7K
PFG Advisors1,499$235.6K
Maxwell Wealth Strategies Inc.1,493$234.7K
Gill Capital Partners, LLC1,361$234.5K
TCI Wealth Advisors, Inc.1,468$230.8K

Not filed for Q1 2024 yet (29)

Institutions that held United Parcel Service Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Wade G W & Inc115,746$18.2M
Bartlett & Co. LLC91,693$14.4M
StrategIQ Financial Group, LLC76,524$12.0M
M&G Investment Management Ltd67,615$10.6M
Lee Danner & Bass Inc50,979$8.02M
Sawtooth Solutions, LLC33,533$5.27M
Focus Financial Network Inc27,339$4.30M
DFPG Investments, LLC25,270$3.98M
Bridgeworth, LLC22,475$3.53M
Coppell Advisory Solutions LLC12,563$1.98M
Alan B. Lancz & Associates, Inc.6,970$1.10M
Golden State Equity Partners4,986$784.0K
Strategic Investment Solutions, Inc.4,842$761.4K
Putnam Investments LLC4,253$668.7K
Provence Wealth Management Group4,013$631.0K
Desjardins Global Asset Management Inc.3,762$591.5K
Live Oak Investment Partners–$556.9K
Landmark Financial Advisors, LLC3,112$489.3K
Traverso Chambers Private Wealth Management, LLC3,065$482.0K
Tilt Investment Management Holdings, PBC3,021$475.0K
Strategic Wealth Designers2,542$399.7K
Moreno Evelyn V2,270$356.9K
Platform Technology Partners1,910$281.6K
Resource Consulting Group Inc1,305$205.2K
Baystate Wealth Management LLC1,211$190.5K
Fairfield Financial Advisors, LTD482$75.8K
Spartan Planning & Wealth Management396$62.3K
Hobbs Group Advisors, LLC144$22.6K
Nalls Sherbakoff Group, LLC63$9.95K