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 |
|---|---|---|---|---|---|
| SPC Financial, Inc. | 8,418 | $1.31M | 0.15% | −329−3.8% | Reduced |
| Banco Santander, S.A. | 8,421 | $1.31M | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 8,433 | $1.31M | 0.04% | +2,841+50.8% | Added |
| Argent Advisors, Inc. | 8,450 | $1.32M | 0.60% | +1,065+14.4% | Added |
| Transamerica Financial Advisors, Inc. | 8,473 | $1.32M | 0.18% | +43+0.5% | Added |
| Global Retirement Partners, LLC | 8,605 | $1.32M | 0.07% | −2,980−25.7% | Reduced |
| Cornerstone Wealth Management, LLC | 8,507 | $1.33M | 0.13% | +384+4.7% | Added |
| Confluence Wealth Services, Inc. | 8,522 | $1.33M | 0.26% | +511+6.4% | Added |
| Old Port Advisors | 8,530 | $1.33M | 0.48% | +8,530 | New |
| Ameritas Investment Partners, Inc. | 8,532 | $1.33M | 0.05% | −336−3.8% | Reduced |
| CAPROCK Group, Inc. | 8,533 | $1.33M | 0.10% | −874−9.3% | Reduced |
| Insigneo Advisory Services, LLC | 8,538 | $1.33M | 0.27% | +176+2.1% | Added |
| Archford Capital Strategies, LLC | 8,544 | $1.33M | 0.27% | +1,699+24.8% | Added |
| Knuff & Co LLC | 8,567 | $1.34M | 0.53% | −4,664−35.3% | Reduced |
| SeaBridge Investment Advisors LLC | 8,567 | $1.34M | 0.44% | +102+1.2% | Added |
| Moloney Securities Asset Management, LLC | 8,570 | $1.34M | 0.24% | −105−1.2% | Reduced |
| Gratus Capital LLC | 8,627 | $1.34M | 0.09% | +190+2.3% | Added |
| Hexagon Capital Partners LLC | 8,650 | $1.35M | 0.35% | +1,075+14.2% | Added |
| Gouws Capital LLC | 8,680 | $1.35M | 1.15% | −60−0.7% | Reduced |
| WT Wealth Management | 8,747 | $1.36M | 0.58% | +1,720+24.5% | Added |
| Americana Partners, LLC | 9,036 | $1.37M | 0.15% | +4,007+79.7% | Added |
| Pacific Global Investment Management CO | 8,806 | $1.37M | 0.30% | +40.0% | Added |
| Dakota Wealth Management | 8,814 | $1.37M | 0.06% | +1,004+12.9% | Added |
| Advance Capital Management, Inc. | 8,824 | $1.38M | 0.13% | −847−8.8% | Reduced |
| Red Cedar Investment Management, LLC | 8,833 | $1.38M | 0.21% | +78+0.9% | Added |
| Carson Advisory Inc. | 8,835 | $1.38M | 1.21% | +303+3.6% | Added |
| Concord Wealth Partners | 8,863 | $1.38M | 0.29% | +3,132+54.7% | Added |
| Fayez Sarofim & Co | 8,870 | $1.38M | 0.00% | −891−9.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,876 | $1.38M | 0.15% | −400−4.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,897 | $1.39M | 0.46% | −95−1.1% | Reduced |
| Financial Advisory Service, Inc. | 8,898 | $1.39M | 0.15% | +489+5.8% | Added |
| Hutner Capital Management Inc | 8,899 | $1.39M | 0.85% | −87−1.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,903 | $1.39M | 0.03% | +8,903 | New |
| Nilsine Partners, LLC | 8,908 | $1.39M | 0.21% | −185−2.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,931 | $1.39M | 0.48% | −133−1.5% | Reduced |
| AFS Financial Group, LLC | 8,933 | $1.39M | 0.95% | −189−2.1% | Reduced |
| Arden Trust Co | 8,948 | $1.39M | 0.23% | −39−0.4% | Reduced |
| SOA Wealth Advisors, LLC. | 9,018 | $1.41M | 0.35% | +47+0.5% | Added |
| Meeder Advisory Services, Inc. | 9,030 | $1.41M | 0.18% | −1,886−17.3% | Reduced |
| Balentine LLC | 9,042 | $1.41M | 0.05% | −3,610−28.5% | Reduced |
| Raleigh Capital Management Inc. | 9,105 | $1.42M | 0.72% | +1,498+19.7% | Added |
| Leonteq Securities AG | 9,107 | $1.42M | 0.15% | +3,867+73.8% | Added |
| Lazard Asset Management LLC | 9,168 | $1.43M | 0.00% | −8,775−48.9% | Reduced |
| Resources Investment Advisors, LLC. | 9,260 | $1.44M | 0.03% | −1,301−12.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 9,306 | $1.45M | 0.60% | −392−4.0% | Reduced |
| RFG Advisory, LLC | 9,388 | $1.46M | 0.07% | −580−5.8% | Reduced |
| Redmond Asset Management, LLC | 9,436 | $1.47M | 0.52% | +1,563+19.9% | Added |
| Werlinich Asset Management, LLC | 9,471 | $1.48M | 1.22% | +16+0.2% | Added |
| Cim, LLC | 9,485 | $1.48M | 0.28% | +193+2.1% | Added |
| Lineweaver Wealth Advisors, LLC | 9,577 | $1.49M | 0.43% | +490+5.4% | Added |
| Balyasny Asset Management LLC | 9,592 | $1.50M | 0.00% | +6,924+259.5% | Added |
| Access Financial Services, Inc. | 9,678 | $1.51M | 0.90% | −13−0.1% | Reduced |
| ForthRight Wealth Management, LLC | 9,685 | $1.51M | 0.65% | +13+0.1% | Added |
| Moneywise, Inc. | 9,701 | $1.51M | 0.95% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 9,721 | $1.52M | 1.24% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.52M | 1.15% | −600−5.8% | Reduced |
| Symmetry Partners, LLC | 9,753 | $1.52M | 0.08% | +806+9.0% | Added |
| Aberdeen Wealth Management LLC | 9,797 | $1.53M | 1.15% | +20.0% | Added |
| Paralel Advisors LLC | 9,869 | $1.54M | 0.09% | +123+1.3% | Added |
| Canandaigua National Bank & Trust Co | 9,876 | $1.54M | 0.25% | −648−6.2% | Reduced |
| Schnieders Capital Management LLC | 9,899 | $1.54M | 0.35% | −5,735−36.7% | Reduced |
| Strengthening Families & Communities, LLC | 9,896 | $1.54M | 0.67% | +547+5.9% | Added |
| Diversified Trust Co | 9,950 | $1.55M | 0.06% | +2,996+43.1% | Added |
| McKinley Carter Wealth Services, Inc. | 9,975 | $1.55M | 0.12% | +283+2.9% | Added |
| Decatur Capital Management, Inc. | 9,981 | $1.56M | 1.12% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 9,990 | $1.56M | 0.22% | +791+8.6% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.56M | 0.17% | 00.0% | Unchanged |
| Garner Asset Management Corp | 10,056 | $1.57M | 0.94% | −215−2.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,085 | $1.57M | 0.57% | −1,907−15.9% | Reduced |
| Sweet Financial Partners, LLC | 10,107 | $1.58M | 0.42% | +664+7.0% | Added |
| Cora Capital Advisors LLC | 10,136 | $1.58M | 1.06% | −50.0% | Reduced |
| Gotham Asset Management, LLC | 10,189 | $1.59M | 0.03% | −16,663−62.1% | Reduced |
| Parsons Capital Management Inc | 10,251 | $1.60M | 0.13% | +40+0.4% | Added |
| Norway Savings Bank | 10,277 | $1.60M | 0.79% | −70−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 10,278 | $1.60M | 0.05% | −352−3.3% | Reduced |
| Level Four Advisory Services, LLC | 10,280 | $1.60M | 0.10% | −41−0.4% | Reduced |
| Green Square Capital Advisors LLC | 10,341 | $1.61M | 0.22% | −227−2.1% | Reduced |
| Hunter Associates Investment Management LLC | 10,342 | $1.61M | 0.33% | −35−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,345 | $1.61M | 0.26% | +910+9.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 10,378 | $1.62M | 0.11% | +10,378 | New |
| Providence Capital Advisors, LLC | 10,380 | $1.62M | 0.42% | +359+3.6% | Added |
| Matrix Trust Co | 10,422 | $1.62M | 0.42% | +175+1.7% | Added |
| Granite Investment Partners, LLC | 10,458 | $1.63M | 0.07% | −1,585−13.2% | Reduced |
| Cantor Fitzgerald, L. P. | 10,507 | $1.64M | 0.04% | −148−1.4% | Reduced |
| Neville Rodie & Shaw Inc | 10,560 | $1.65M | 0.15% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,592 | $1.65M | 0.08% | +268+2.6% | Added |
| NBC Securities, Inc. | 10,606 | $1.65M | 0.18% | +10,606 | New |
| Wrapmanager Inc | 10,618 | $1.66M | 0.53% | +443+4.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 10,675 | $1.66M | 1.20% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 10,688 | $1.67M | 0.79% | +549+5.4% | Added |
| Portman Square Capital LLP | 10,695 | $1.67M | 0.23% | +7,815+271.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 10,707 | $1.67M | 1.42% | +1,681+18.6% | Added |
| Greenleaf Trust | 10,741 | $1.67M | 0.02% | −1,361−11.2% | Reduced |
| Group One Trading, L.P. | 10,746 | $1.67M | 0.07% | +10,746 | New |
| NorthRock Partners, LLC | 10,767 | $1.68M | 0.18% | +899+9.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 10,879 | $1.70M | 0.91% | +10,879 | New |
| Spire Wealth Management | 10,892 | $1.70M | 0.06% | +5,183+90.8% | Added |
| Integrated Advisors Network LLC | 10,913 | $1.70M | 0.10% | −423−3.7% | Reduced |
| Modus Advisors, LLC | 10,934 | $1.70M | 0.74% | +142+1.3% | Added |
| Old National Bancorp | 11,102 | $1.73M | 0.05% | −547−4.7% | Reduced |