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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, Q3 2023

Institutional positions in United Parcel Service Inc as of Sep 30, 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
2,210
−22 vs. Q2 2023
Shares held
506.5M
−340.7K (−0.1%) vs. Q2 2023
Total value
$78.9B
−$12.0B (−13.2%) vs. Q2 2023
New holders
134
893 more added
Sold out
156
906 more reduced

26 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 2,210 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2023: $78.9B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$84.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2023.

Institutions holding UPS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc67,040,320$10.4B0.26%+38,069+0.1%Added
BlackRock Inc.54,538,833$8.50B0.25%+266,891+0.5%Added
State Street Corp27,762,821$4.33B0.24%−591,960−2.1%Reduced
JPMorgan Chase & Co22,904,885$3.57B0.42%+765,336+3.5%Added
Charles Schwab Investment Management Inc15,889,570$2.46B0.70%+628,944+4.1%Added
Geode Capital Management, LLC13,839,438$2.15B0.26%+248,453+1.8%Added
Bank of America Corp13,605,927$2.12B0.26%−236,208−1.7%Reduced
FMR LLC11,076,971$1.73B0.15%−3,070,797−21.7%Reduced
Wellington Management Group LLP9,677,202$1.51B0.30%+2,331,875+31.7%Added
Franklin Resources Inc8,626,738$1.34B0.68%+886,369+11.5%Added
Northern Trust Corp8,411,989$1.31B0.25%+31,533+0.4%Added
Ameriprise Financial Inc7,585,045$1.18B0.39%−1,035,395−12.0%Reduced
Wells Fargo & Company7,368,258$1.15B0.36%−119,675−1.6%Reduced
Norges Bank7,290,722$1.14B0.23%−20,483−0.3%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors6,660,484$1.04B4.21%+5,771,294+649.1%Added
Morgan Stanley6,548,962$1.02B0.10%−738,852−10.1%Reduced
Bank of New York Mellon Corp6,456,594$1.01B0.22%+142,546+2.3%Added
Invesco Ltd.6,286,407$979.9M0.26%−814,137−11.5%Reduced
Clearbridge Investments, LLC5,795,005$903.3M0.87%−355,333−5.8%Reduced
UBS Group AG4,903,684$764.3M0.35%−428,514−8.0%Reduced
Capital Research Global Investors4,589,680$715.4M0.20%−235,359−4.9%Reduced
Price T Rowe Associates Inc4,332,580$675.3M0.10%−805,109−15.7%Reduced
Legal & General Group Plc4,313,784$672.4M0.23%−230,075−5.1%Reduced
Janus Henderson Group PLC4,261,260$664.2M0.43%−2,195,832−34.0%Reduced
Goldman Sachs Group Inc4,076,077$635.3M0.16%+462,633+12.8%Added
UBS Asset Management Americas Inc3,711,636$578.5M0.26%+487,559+15.1%Added
Capital World Investors3,698,089$576.4M0.11%−925,171−20.0%Reduced
Nuveen Asset Management, LLC3,673,724$572.6M0.20%−6570.0%Reduced
Dimensional Fund Advisors LP3,476,144$541.8M0.18%+49,294+1.4%Added
Primecap Management Co2,914,391$454.3M0.38%−15,700−0.5%Reduced
Royal Bank of Canada2,706,159$421.8M0.12%−341,629−11.2%Reduced
Raymond James & Associates2,655,172$413.9M0.35%−85,160−3.1%Reduced
American Century Companies Inc2,433,087$379.2M0.29%+532,934+28.0%Added
Amundi2,349,819$364.6M0.18%−126,200−5.1%Reduced
Swiss National Bank2,331,200$363.4M0.29%−281,100−10.8%Reduced
California Public Employees Retirement System2,315,416$360.9M0.31%+42,409+1.9%Added
Capital Wealth Planning, LLC2,199,818$342.9M4.22%+281,873+14.7%Added
Envestnet Asset Management Inc2,026,255$315.8M0.14%+541,163+36.4%Added
Federated Hermes, Inc.1,957,792$305.2M0.81%−44,540−2.2%Reduced
Barclays PLC1,913,684$298.3M0.19%+363,402+23.4%Added
Sumitomo Mitsui Trust Holdings, Inc.1,873,121$292.0M0.24%−70,604−3.6%Reduced
Deutsche Bank AG1,782,540$277.8M0.18%−83,483−4.5%Reduced
FineMark National Bank & Trust1,739,153$271.1M11.79%+10,968+0.6%Added
London Co of Virginia1,737,300$270.8M1.62%−71,363−3.9%Reduced
Credit Suisse AG1,673,462$260.8M0.27%−168,712−9.2%Reduced
Truist Financial Corp1,568,244$244.4M0.41%+55,172+3.6%Added
Capital International Investors1,496,185$233.2M0.06%+1960.0%Added
The PNC Financial Services Group, Inc.1,396,944$217.7M0.19%+18,129+1.3%Added
Rhumbline Advisers1,389,579$216.6M0.25%+3,376+0.2%Added
Massachusetts Financial Services Co1,380,746$215.2M0.08%−2,617,743−65.5%Reduced
Stifel Financial Corp1,317,155$205.3M0.29%+46,891+3.7%Added
HighTower Advisors, LLC1,230,404$191.8M0.36%+6,111+0.5%Added
HSBC Holdings PLC1,159,406$180.8M0.20%−35,608−3.0%Reduced
California State Teachers Retirement System1,150,385$179.3M0.28%−48,616−4.1%Reduced
Bahl & Gaynor Inc1,101,317$171.7M1.10%−43,579−3.8%Reduced
LPL Financial LLC1,089,886$169.9M0.12%+90,618+9.1%Added
National Pension Service1,109,121$168.5M0.27%+34,051+3.2%Added
New York State Common Retirement Fund1,057,944$164.9M0.24%−72,732−6.4%Reduced
Marshall Wace, LLP972,245$151.5M0.33%+938,718+2,799.9%Added
US Bancorp1,281,273$143.1M0.23%+487,538+61.4%Added
Bank of Montreal880,141$141.6M0.08%+21,989+2.6%Added
Merit Financial Group, LLC890,906$138.9M4.55%+17,436+2.0%Added
Coho Partners, Ltd.884,783$137.9M2.94%−132,278−13.0%Reduced
Citigroup Inc880,052$137.2M0.20%+281,855+47.1%Added
Principal Financial Group Inc874,474$136.3M0.10%−4,120−0.5%Reduced
Clifford Swan Investment Counsel LLC873,229$136.1M5.71%+183,401+26.6%Added
Citadel Advisors LLC859,938$134.0M0.14%−9,353−1.1%Reduced
Mariner, LLC848,469$132.3M0.35%+56,601+7.1%Added
Alliancebernstein L.P.817,730$127.5M0.05%−43,334−5.0%Reduced
Nordea Investment Management AB811,106$127.3M0.18%+138,451+20.6%Added
Cullen Capital Management LLC800,081$124.7M1.46%−24,747−3.0%Reduced
Haverford Trust Co791,423$123.4M1.50%−238,973−23.2%Reduced
Accredited Investors Inc.784,749$122.3M9.17%00.0%Unchanged
Penserra Capital Management LLC764,064$119.1M2.46%+90,058+13.4%Added
Gates Foundation TrustSuperinvestorGates Foundation Trust755,089$117.7M0.30%+14,400+1.9%Added
New York State Teachers Retirement System754,049$117.5M0.28%−33,007−4.2%Reduced
Raymond James Financial Services Advisors, Inc.751,890$117.2M0.21%−559−0.1%Reduced
Baillie Gifford & Co733,553$114.3M0.10%−12,265−1.6%Reduced
Victory Capital Management Inc731,691$114.0M0.13%−13,546−1.8%Reduced
Baird Financial Group, Inc.719,063$112.1M0.31%−10,653−1.5%Reduced
State Board of Administration of Florida Retirement System710,421$110.7M0.26%−40,980−5.5%Reduced
Adage Capital Partners GP, L.L.C.709,100$110.5M0.25%+102,000+16.8%Added
Davenport & Co LLC685,701$106.8M0.82%−9,179−1.3%Reduced
Crawford Investment Counsel Inc681,672$106.3M2.30%+1,349+0.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.674,421$105.1M0.21%+51,199+8.2%Added
AXA S.A.674,287$105.1M0.37%+51,286+8.2%Added
Boston Trust Walden Corp668,671$104.2M0.87%+1,971+0.3%Added
Voya Investment Management LLC660,582$103.0M0.11%+847+0.1%Added
Thrivent Financial for Lutherans656,788$102.4M0.24%−5,487−0.8%Reduced
BBR Partners, LLC645,979$100.7M11.33%−31,685−4.7%Reduced
CI Private Wealth, LLC644,372$100.4M0.23%−2,015−0.3%Reduced
Prudential Financial Inc638,285$99.5M0.16%−33,603−5.0%Reduced
Qube Research & Technologies Ltd629,937$98.2M0.29%+629,937New
Korea Investment CORP605,443$94.4M0.28%+82,901+15.9%Added
Manufacturers Life Insurance Company, The599,534$93.4M0.05%+65,122+12.2%Added
Wealth Enhancement Advisory Services, LLC596,237$92.9M0.31%+529,175+789.1%Added
Janney Montgomery Scott LLC564,694$88.0M0.33%−13,775−2.4%Reduced
Sarasin & Partners LLP560,785$87.4M1.09%+105,030+23.0%Added
First Trust Advisors LP557,386$86.9M0.10%−905,984−61.9%Reduced
Mitsubishi UFJ Trust & Banking Corp539,604$84.1M0.21%−40,196−6.9%Reduced