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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.

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
Spartan Planning & Wealth Management2$3120.00%+2New
Koesten, Hirschmann & Crabtree, INC.2$3590.00%00.0%Unchanged
State of Wyoming5$7790.00%−198−97.5%Reduced
Delos Wealth Advisors, LLC5$8470.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc6$1.00K0.00%+6New
Highline Wealth Partners LLC7$1.09K0.00%00.0%Unchanged
Kozak & Associates, Inc.11$1.68K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC11$1.72K0.00%00.0%Unchanged
DecisionPoint Financial, LLC11$1.72K0.00%+11New
Authentikos Wealth Advisory, LLC12$1.87K0.00%+12New
Orion Capital Management LLC14$2.18K0.00%+14New
Global Wealth Strategies & Associates17$2.65K0.00%00.0%Unchanged
Magnolia Capital Management Ltd20$3.00K0.00%−3,000−99.3%Reduced
Bradley & Co. Private Wealth Management, LLC21$3.27K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC21$3.27K0.00%+21New
Western Pacific Wealth Management, LP22$3.43K0.00%00.0%Unchanged
Stephens Consulting, LLC23$3.59K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC23$3.64K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC24$3.74K0.00%00.0%Unchanged
Focused Wealth Management, Inc25$3.84K0.00%+1+4.2%Added
Trifecta Capital Advisors, LLC25$3.90K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$3.90K0.00%00.0%Unchanged
MB, Levis & Associates, LLC25$3.90K0.00%00.0%Unchanged
Hoese & Co LLP26$4.05K0.00%00.0%Unchanged
Activest Wealth Management26$4.10K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC27$4.21K0.00%00.0%Unchanged
PSI Advisors, LLC28$4.36K0.00%−250−89.9%Reduced
Marquette Asset Management, LLC28$4.37K0.00%00.0%Unchanged
Newton One Investments LLC30$4.61K0.00%+1+3.4%Added
Mendota Financial Group, LLC30$4.68K0.00%00.0%Unchanged
Atlas Capital Advisors LLC31$4.83K0.00%00.0%Unchanged
West Financial Advisors, LLC31$4.83K0.00%+31New
Avion Wealth44$5.00K0.00%+20+83.3%Added
Lam Group, Inc.34$5.30K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.38$5.92K0.01%00.0%Unchanged
Estabrook Capital Management40$6.24K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.42$6.55K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC44$6.86K0.01%−26−37.1%Reduced
Hoey Investments, Inc45$7.01K0.00%00.0%Unchanged
Howard Capital Management Group, LLC46$7.17K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC50$7.79K0.00%−108−68.4%Reduced
CGC Financial Services, LLC50$7.79K0.01%−28−35.9%Reduced
Centennial Bank50$7.79K0.01%00.0%Unchanged
Atwood & Palmer Inc52$8.11K0.00%00.0%Unchanged
Retirement Group, LLC55$8.57K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.58$9.04K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC60$9.35K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA60$9.35K0.06%00.0%Unchanged
Nalls Sherbakoff Group, LLC63$9.76K0.01%+63New
Insight Financial Services65$10.1K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC65$10.2K0.00%00.0%Unchanged
American State Bank (Iowa)70$10.9K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC71$11.1K0.01%+71New
Eukles Asset Management73$11.4K0.01%00.0%Unchanged
Evolution Advisers, Inc.79$12.0K0.01%−14−15.1%Reduced
Moser Wealth Advisors, LLC79$12.3K0.01%00.0%Unchanged
Sturgeon Ventures LLP80$12.5K0.02%00.0%Unchanged
Citizens National Bank Trust Department80$12.5K0.00%00.0%Unchanged
Granite FO LLC87$13.6K0.01%00.0%Unchanged
Centerpoint Advisors, LLC92$14.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC90$14.0K0.00%+4+4.7%Added
Oliver Lagore Vanvalin Investment Group93$14.5K0.01%00.0%Unchanged
WR Wealth Planners, LLC94$14.6K0.01%−15−13.8%Reduced
Ritter Daniher Financial Advisory LLC100$15.6K0.01%00.0%Unchanged
AllSquare Wealth Management LLC104$16.2K0.01%00.0%Unchanged
Thompson Investment Management, Inc.109$17.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc110$17.0K0.02%00.0%Unchanged
Financial Freedom, LLC125$19.5K0.01%00.0%Unchanged
Robbins Farley LLC127$19.8K0.01%00.0%Unchanged
Duncker Streett & Co Inc128$20.0K0.00%00.0%Unchanged
First Community Trust NA129$20.1K0.02%−70−35.2%Reduced
DB Fitzpatrick & Co, Inc129$20.1K0.02%00.0%Unchanged
HighMark Wealth Management LLC137$21.3K0.02%+84+158.5%Added
Core Wealth Advisors, Inc.137$21.4K0.01%00.0%Unchanged
Coston, McIsaac & Partners145$22.0K0.01%+1+0.7%Added
IMA Wealth, Inc.142$22.1K0.01%00.0%Unchanged
PrairieView Partners, LLC150$23.0K0.00%00.0%Unchanged
WFA of San Diego, LLC155$24.2K0.02%−68−30.5%Reduced
Ofi Invest Asset Management170$25.0K0.00%+170New
Winch Advisory Services, LLC165$26.0K0.01%+1+0.6%Added
Joseph Group Capital Management175$27.3K0.02%00.0%Unchanged
Johnson Midwest Financial, LLC189$29.5K0.07%+1+0.5%Added
Guardian Wealth Management, Inc.191$29.8K0.03%+2+1.1%Added
Bell Investment Advisors, Inc193$30.1K0.01%−6−3.0%Reduced
Cornerstone Planning Group LLC194$30.2K0.01%−5−2.5%Reduced
Kelly Financial Services LLC197$30.6K0.01%+52+35.9%Added
GW&K Investment Management, LLC199$31.0K0.00%−36−15.3%Reduced
GoalVest Advisory LLC199$31.0K0.02%00.0%Unchanged
M&R Capital Management Inc201$31.3K0.01%−49−19.6%Reduced
HBC Financial Services, PLLC215$33.0K0.03%+1+0.5%Added
Piscataqua Savings Bank218$34.0K0.03%00.0%Unchanged
Front Row Advisors LLC221$34.4K0.02%+46+26.3%Added
Abound Wealth Management229$35.7K0.02%+90+64.7%Added
VisionPoint Advisory Group, LLC239$37.3K0.02%+98+69.5%Added
Financial Synergies Wealth Advisors, Inc.239$37.3K0.01%+230+2,555.6%Added
Steward Financial Group LLC247$38.0K0.01%−128−34.1%Reduced
TrimTabs Asset Management, LLC247$38.5K0.02%−6,027−96.1%Reduced
Horizon Bancorp Inc253$39.0K0.02%−550−68.5%Reduced
RVW Wealth, LLC256$39.9K0.00%+256New
Annapolis Financial Services, LLC260$40.5K0.01%+90+52.9%Added