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
- 2,209
- −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
- 905 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 |
|---|---|---|---|---|---|
| W.H. Cornerstone Investments Inc. | 6,670 | $1.04M | 0.91% | +62+0.9% | Added |
| Checchi Capital Advisers, LLC | 6,685 | $1.04M | 0.10% | −918−12.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,692 | $1.04M | 0.29% | −2,043−23.4% | Reduced |
| Ronald Blue Trust, Inc. | 5,852 | $1.05M | 0.02% | +1,031+21.4% | Added |
| Souders Financial Advisors | 6,744 | $1.05M | 0.20% | +670+11.0% | Added |
| Geneos Wealth Management Inc. | 6,745 | $1.05M | 0.05% | +863+14.7% | Added |
| Barden Capital Management, Inc. | 6,796 | $1.06M | 1.03% | +842+14.1% | Added |
| Venturi Wealth Management, LLC | 6,800 | $1.06M | 0.08% | −46,473−87.2% | Reduced |
| Occidental Asset Management, LLC | 6,856 | $1.07M | 0.25% | +272+4.1% | Added |
| Northwest & Ethical Investments L.P. | 6,878 | $1.07M | 0.04% | −210−3.0% | Reduced |
| Guardian Capital Advisors LP | 6,905 | $1.07M | 0.12% | 00.0% | Unchanged |
| First United Bank Trust | 6,883 | $1.07M | 0.50% | −50−0.7% | Reduced |
| Constitution Capital LLC | 6,884 | $1.07M | 0.73% | −100−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 6,897 | $1.07M | 0.10% | −858−11.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,917 | $1.08M | 0.12% | −397−5.4% | Reduced |
| Probity Advisors, Inc. | 6,923 | $1.08M | 0.25% | +12+0.2% | Added |
| Ritholtz Wealth Management | 6,923 | $1.08M | 0.05% | +113+1.7% | Added |
| Amica Retiree Medical Trust | 6,926 | $1.08M | 1.27% | +1,883+37.3% | Added |
| IFG Advisory, LLC | 6,943 | $1.08M | 0.09% | +6,943 | New |
| Washington Trust Co | 6,950 | $1.08M | 0.05% | +90+1.3% | Added |
| Western Wealth Management, LLC | 6,951 | $1.08M | 0.09% | +296+4.4% | Added |
| Benjamin Edwards Inc | 6,956 | $1.08M | 0.26% | +362+5.5% | Added |
| Alpha Omega Wealth Management LLC | 6,970 | $1.09M | 0.19% | −490−6.6% | Reduced |
| SNS Financial Group, LLC | 6,989 | $1.09M | 0.14% | −22−0.3% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.09M | 0.28% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 7,030 | $1.10M | 0.37% | 00.0% | Unchanged |
| Girard Partners Ltd. | 7,051 | $1.10M | 0.12% | −2,569−26.7% | Reduced |
| Old Second National Bank of Aurora | 7,118 | $1.11M | 0.34% | +68+1.0% | Added |
| SeaCrest Wealth Management, LLC | 7,124 | $1.11M | 0.14% | −205−2.8% | Reduced |
| PFG Investments, LLC | 7,154 | $1.12M | 0.21% | −219−3.0% | Reduced |
| Bollard Group LLC | 7,160 | $1.12M | 0.04% | −12−0.2% | Reduced |
| First Horizon Advisors, Inc. | 7,167 | $1.12M | 0.04% | −912−11.3% | Reduced |
| Founders Financial Securities LLC | 7,180 | $1.12M | 0.15% | +491+7.3% | Added |
| Abbrea Capital, LLC | 7,187 | $1.12M | 0.18% | +64+0.9% | Added |
| Compass Wealth Management LLC | 7,185 | $1.12M | 0.35% | +142+2.0% | Added |
| Private Wealth Strategies, L.L.C. | 7,208 | $1.12M | 0.28% | +127+1.8% | Added |
| Campbell & CO Investment Adviser LLC | 7,229 | $1.13M | 0.13% | +7,229 | New |
| Bank of Hawaii | 7,249 | $1.13M | 0.06% | +374+5.4% | Added |
| AIMZ Investment Advisors, LLC | 7,250 | $1.13M | 0.50% | −75−1.0% | Reduced |
| Lincoln Capital LLC | 7,266 | $1.13M | 0.30% | −39−0.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,270 | $1.13M | 1.29% | −150−2.0% | Reduced |
| Estate Counselors, LLC | 7,305 | $1.14M | 0.15% | +30+0.4% | Added |
| SevenBridge Financial Group, LLC | 7,325 | $1.14M | 0.30% | −108−1.5% | Reduced |
| Johnson Financial Group, Inc. | 7,353 | $1.15M | 0.08% | −52−0.7% | Reduced |
| Arnhold LLC | 7,370 | $1.15M | 0.14% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6,611 | $1.15M | 0.41% | −2,793−29.7% | Reduced |
| DF Dent & Co Inc | 7,406 | $1.15M | 0.02% | −894−10.8% | Reduced |
| Nations Financial Group Inc, | 7,412 | $1.16M | 0.12% | −136−1.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,415 | $1.16M | 0.38% | +4+0.1% | Added |
| NEOS Investment Management LLC | 7,447 | $1.16M | 0.15% | +7,447 | New |
| Chicago Trust Co NA | 7,464 | $1.16M | 0.29% | −533−6.7% | Reduced |
| Harrington Investments, INC | 7,488 | $1.17M | 0.80% | −75−1.0% | Reduced |
| Taylor Hoffman Wealth Management | 7,459 | $1.17M | 0.60% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.17M | 1.05% | – | – |
| Wealth Management Partners, LLC | 7,530 | $1.17M | 0.73% | +1,090+16.9% | Added |
| Regal Investment Advisors LLC | 7,531 | $1.17M | 0.10% | −201−2.6% | Reduced |
| Eisler Capital (US) LLC | 7,540 | $1.18M | 0.43% | +3,306+78.1% | Added |
| Intrust Bank NA | 7,584 | $1.18M | 0.15% | −2,326−23.5% | Reduced |
| D.B. Root & Company, LLC | 7,593 | $1.18M | 0.46% | +141+1.9% | Added |
| Fundamentun, LLC | 7,599 | $1.18M | 0.18% | −2,753−26.6% | Reduced |
| Keystone Financial Group | 7,631 | $1.19M | 0.20% | +37+0.5% | Added |
| First County Bank | 7,665 | $1.19M | 0.62% | −824−9.7% | Reduced |
| Stiles Financial Services Inc | 7,667 | $1.20M | 0.62% | +834+12.2% | Added |
| Ingalls & Snyder LLC | 7,688 | $1.20M | 0.06% | −822−9.7% | Reduced |
| DT Investment Partners, LLC | 7,693 | $1.20M | 0.15% | +267+3.6% | Added |
| Pittenger & Anderson Inc | 7,708 | $1.20M | 0.06% | +2,529+48.8% | Added |
| Cooper Financial Group | 7,714 | $1.20M | 0.29% | +138+1.8% | Added |
| Credit Agricole S A | 7,718 | $1.20M | 0.04% | +6,283+437.8% | Added |
| Cigna Investments Inc | 7,737 | $1.21M | 0.28% | −1,048−11.9% | Reduced |
| High Net Worth Advisory Group LLC | 7,738 | $1.21M | 0.48% | −1,809−18.9% | Reduced |
| Spears Abacus Advisors LLC | 7,751 | $1.21M | 0.10% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,764 | $1.21M | 0.09% | +5,898+316.1% | Added |
| Strategic Blueprint, LLC | 7,789 | $1.21M | 0.11% | +1,476+23.4% | Added |
| Change Path, LLC | 7,796 | $1.22M | 0.09% | −7,470−48.9% | Reduced |
| Alaethes Wealth LLC | 7,816 | $1.22M | 0.67% | +587+8.1% | Added |
| Wealth Advisory Solutions, LLC | 7,804 | $1.22M | 0.24% | +7,804 | New |
| TFG Advisers LLC | 7,862 | $1.23M | 0.58% | −176−2.2% | Reduced |
| Cipher Capital LP | 7,880 | $1.23M | 0.87% | +4,778+154.0% | Added |
| Chesapeake Wealth Management | 7,886 | $1.23M | 0.51% | +103+1.3% | Added |
| Silvant Capital Management LLC | 7,918 | $1.23M | 0.07% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 7,926 | $1.24M | 0.17% | −62−0.8% | Reduced |
| Panagora Asset Management Inc | 7,946 | $1.24M | 0.01% | +9+0.1% | Added |
| Trust Co of Virginia | 7,960 | $1.24M | 0.14% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,966 | $1.24M | 0.34% | +7,966 | New |
| Private Portfolio Partners LLC | 7,977 | $1.24M | 0.32% | +532+7.1% | Added |
| Duff & Phelps Investment Management Co | 8,000 | $1.25M | 0.02% | −30.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.25M | 0.47% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,009 | $1.25M | 0.09% | −63−0.8% | Reduced |
| Coastal Investment Advisors, Inc. | 7,001 | $1.25M | 0.29% | −115−1.6% | Reduced |
| Bigelow Investment Advisors, LLC | 8,058 | $1.26M | 0.72% | −61−0.8% | Reduced |
| Fiduciary Trust Co | 8,076 | $1.26M | 0.02% | +345+4.5% | Added |
| Members Capital Advisors Inc | 8,181 | $1.28M | 1.58% | +6,700+452.4% | Added |
| Invesco, LLC | 8,192 | $1.28M | 0.64% | −33−0.4% | Reduced |
| Profund Advisors LLC | 8,275 | $1.29M | 0.07% | −158−1.9% | Reduced |
| MSH Capital Advisors LLC | 8,343 | $1.30M | 0.51% | −140−1.7% | Reduced |
| Independent Financial Group, LLC | 8,366 | $1.30M | 0.08% | +29+0.3% | Added |
| Trust Co of Vermont | 8,372 | $1.30M | 0.09% | −3,852−31.5% | Reduced |
| Applied Capital LLC | 8,399 | $1.31M | 1.30% | −195−2.3% | Reduced |
| Voya Financial Advisors, Inc. | 8,425 | $1.31M | 0.16% | +228+2.8% | Added |
| Brown Miller Wealth Management, LLC | 8,408 | $1.31M | 0.73% | +500+6.3% | Added |