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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 5,111 | $796.6K | 0.18% | −468−8.4% | Reduced |
| VeraBank, N.A. | 5,131 | $799.8K | 0.31% | 00.0% | Unchanged |
| Core Alternative Capital | 5,156 | $803.6K | 0.12% | +2,033+65.1% | Added |
| Chicago Capital, LLC | 5,184 | $808.0K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,196 | $809.9K | 0.22% | +26+0.5% | Added |
| Fiduciary Group LLC | 5,203 | $811.0K | 0.10% | −85−1.6% | Reduced |
| Boyd Watterson Asset Management LLC | 5,226 | $814.6K | 0.36% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,239 | $816.6K | 0.06% | −16−0.3% | Reduced |
| Laidlaw Wealth Management LLC | 5,243 | $817.2K | 0.27% | −2,421−31.6% | Reduced |
| Bangor Savings Bank | 5,249 | $818.2K | 0.10% | −8−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 5,255 | $819.1K | 0.16% | −1,238−19.1% | Reduced |
| Smith, Moore & Co. | 5,288 | $824.3K | 0.11% | −88−1.6% | Reduced |
| Monetary Management Group Inc | 5,291 | $824.7K | 0.27% | 00.0% | Unchanged |
| Community Trust & Investment Co | 5,303 | $826.6K | 0.07% | +303+6.1% | Added |
| Lindbrook Capital, LLC | 5,312 | $828.0K | 0.09% | −348−6.1% | Reduced |
| Intellectus Partners, LLC | 5,312 | $828.0K | 0.26% | +182+3.5% | Added |
| Focus Financial Network, Inc. | 5,357 | $835.4K | 0.05% | +32+0.6% | Added |
| Impact Partnership Wealth, LLC | 5,372 | $837.4K | 0.26% | +3,157+142.5% | Added |
| Clarius Group, LLC | 5,384 | $839.2K | 0.08% | −1,336−19.9% | Reduced |
| ZWJ Investment Counsel Inc | 5,387 | $839.6K | 0.05% | +376+7.5% | Added |
| Fortem Financial Group, LLC | 5,399 | $841.5K | 0.49% | −1,585−22.7% | Reduced |
| Wolff Financial Management LLC | 5,403 | $842.0K | 0.29% | +5,403 | New |
| Peoples Financial Services Corp. | 5,406 | $842.6K | 0.40% | +494+10.1% | Added |
| Founders Financial Alliance, LLC | 5,411 | $843.4K | 0.37% | −825−13.2% | Reduced |
| Hilltop Partners LLC | 5,423 | $845.3K | 0.36% | +1,659+44.1% | Added |
| Quadrant Capital Group LLC | 5,437 | $847.5K | 0.08% | +433+8.7% | Added |
| David Loasby | 5,558 | $854.3K | 0.09% | +290+5.5% | Added |
| Rothschild Investment Corp | 5,580 | $870.0K | 0.07% | +303+5.7% | Added |
| Main Street Financial Solutions, LLC | 5,582 | $870.1K | 0.12% | +185+3.4% | Added |
| SageView Advisory Group, LLC | 5,593 | $871.8K | 0.05% | +50+0.9% | Added |
| Meyer Handelman Co | 5,600 | $872.9K | 0.04% | +1,300+30.2% | Added |
| Golden State Equity Partners | 5,600 | $872.9K | 0.24% | −144−2.5% | Reduced |
| Essex Savings Bank | 5,604 | $873.5K | 0.29% | +56+1.0% | Added |
| Concord Asset Management, LLC | 5,647 | $880.1K | 0.30% | +2,533+81.3% | Added |
| Missouri Trust & Investment Co | 5,662 | $882.5K | 0.40% | +4,762+529.1% | Added |
| Robertson Stephens Wealth Management, LLC | 5,675 | $884.5K | 0.06% | +810+16.6% | Added |
| 1st Source Bank | 5,675 | $884.6K | 0.06% | −931−14.1% | Reduced |
| Baldwin Brothers Inc | 5,686 | $886.3K | 0.08% | −400−6.6% | Reduced |
| Centaurus Financial, Inc. | 5,737 | $894.0K | 0.08% | +153+2.7% | Added |
| Massachusetts Wealth Management | 5,765 | $898.6K | 0.83% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 5,776 | $900.3K | 0.86% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,787 | $902.0K | 0.21% | +6+0.1% | Added |
| Investors Research Corp | 5,789 | $902.3K | 0.24% | 00.0% | Unchanged |
| Mendel Money Management | 5,809 | $905.4K | 0.49% | +429+8.0% | Added |
| Traynor Capital Management, Inc. | 5,811 | $905.8K | 0.12% | +53+0.9% | Added |
| Byrne Asset Management LLC | – | $908.0K | 0.75% | – | – |
| Financial Advocates Investment Management | 5,829 | $908.5K | 0.07% | −1,366−19.0% | Reduced |
| Central Bank & Trust Co | 5,839 | $910.1K | 0.16% | −834−12.5% | Reduced |
| V-Square Quantitative Management LLC | 5,853 | $912.3K | 0.40% | +1,543+35.8% | Added |
| LCNB Corp | 5,861 | $913.6K | 0.40% | −26−0.4% | Reduced |
| Boston Family Office LLC | 5,894 | $919.0K | 0.08% | +190+3.3% | Added |
| IVC Wealth Advisors LLC | 5,919 | $922.5K | 0.62% | −33−0.6% | Reduced |
| Berkshire Asset Management LLC | 5,919 | $922.6K | 0.06% | −166−2.7% | Reduced |
| Mach-1 Financial Group, Inc. | 5,945 | $926.7K | 0.39% | −33−0.6% | Reduced |
| Bremer Bank National Association | 5,956 | $928.4K | 0.18% | −54−0.9% | Reduced |
| Versor Investments LP | 5,976 | $931.5K | 0.19% | +1,392+30.4% | Added |
| Tradewinds Capital Management, LLC | 6,034 | $940.5K | 0.32% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 6,039 | $941.4K | 0.61% | +26+0.4% | Added |
| Affinity Wealth Management LLC | 6,046 | $942.4K | 0.22% | −1,074−15.1% | Reduced |
| Meridian Wealth Management, LLC | 6,058 | $944.3K | 0.06% | +153+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 6,068 | $945.8K | 0.10% | +8+0.1% | Added |
| Grove Bank & Trust | 6,083 | $948.2K | 0.19% | +585+10.6% | Added |
| Baker Tilly Wealth Management, LLC | 6,104 | $951.5K | 0.16% | −5,568−47.7% | Reduced |
| Perpetual Ltd | 6,121 | $954.1K | 0.01% | −110−1.8% | Reduced |
| BlueCrest Capital Management Ltd | 6,123 | $954.4K | 0.15% | +6,123 | New |
| Marino, Stram & Associates LLC | 6,138 | $956.7K | 0.28% | +79+1.3% | Added |
| Reuter James Wealth Management, LLC | 6,144 | $957.7K | 0.72% | −122−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 6,186 | $960.7K | 0.07% | −44−0.7% | Reduced |
| Lakewood Asset Management LLC | 6,214 | $968.7K | 0.79% | −1,279−17.1% | Reduced |
| DRW Securities, LLC | 6,215 | $969.0K | 0.08% | +3,915+170.2% | Added |
| Hyman Charles D | 6,220 | $970.0K | 0.06% | −24−0.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,233 | $971.5K | 0.34% | −360−5.5% | Reduced |
| Private Trust Co NA | 6,252 | $974.5K | 0.13% | −5,271−45.7% | Reduced |
| Heritage Wealth Advisors | 6,278 | $978.5K | 0.05% | +1,082+20.8% | Added |
| Moneta Group Investment Advisors LLC | 6,281 | $979.0K | 0.02% | +130+2.1% | Added |
| Gleason Group, Inc. | 6,285 | $979.6K | 0.26% | +59+0.9% | Added |
| JT Stratford LLC | 6,293 | $980.9K | 0.25% | −3,157−33.4% | Reduced |
| Choate Investment Advisors | 6,293 | $980.9K | 0.04% | +4,542+259.4% | Added |
| Rollins Financial | 6,293 | $980.9K | 0.24% | +6,293 | New |
| Colonial Trust Co | 6,305 | $982.8K | 0.24% | +45+0.7% | Added |
| Brown Capital Management LLC | 6,312 | $983.9K | 0.02% | +340+5.7% | Added |
| IFP Advisors, Inc | 6,327 | $986.3K | 0.04% | −2,854−31.1% | Reduced |
| Herold Advisors, Inc. | 6,350 | $989.7K | 0.30% | +769+13.8% | Added |
| Simmons Bank | 6,359 | $991.2K | 0.09% | −85−1.3% | Reduced |
| Trust Investment Advisors | 6,359 | $991.2K | 0.85% | −397−5.9% | Reduced |
| Patriot Investment Management Inc. | 6,382 | $994.8K | 0.09% | −686−9.7% | Reduced |
| Northstar Group, Inc. | 6,420 | $1.00M | 0.24% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,447 | $1.00M | 0.08% | −15,812−71.0% | Reduced |
| Warren Averett Asset Management, LLC | 6,455 | $1.01M | 0.04% | +3,902+152.8% | Added |
| Diligent Investors, LLC | 6,458 | $1.01M | 0.31% | −30.0% | Reduced |
| Goldstone Financial Group, LLC | 6,460 | $1.01M | 0.30% | −175−2.6% | Reduced |
| Paragon Private Wealth Management, LLC | 6,462 | $1.01M | 0.83% | −792−10.9% | Reduced |
| Buckingham Strategic Partners | 6,472 | $1.01M | 0.05% | +146+2.3% | Added |
| Capital International Inc | 6,485 | $1.01M | 0.02% | +802+14.1% | Added |
| First National Advisers, LLC | 6,492 | $1.01M | 0.45% | +4,250+189.6% | Added |
| Hodges Capital Management Inc. | 6,510 | $1.01M | 0.12% | −15,989−71.1% | Reduced |
| Bridgefront Capital, LLC | 6,514 | $1.02M | 0.71% | +6,514 | New |
| Ipswich Investment Management Co., Inc. | 6,522 | $1.02M | 0.28% | −555−7.8% | Reduced |
| Family Asset Management, LLC | 6,612 | $1.03M | 0.76% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 6,630 | $1.03M | 0.11% | −349−5.0% | Reduced |