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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 11,195 | $1.74M | 0.09% | +1,115+11.1% | Added |
| Hedges Asset Management LLC | 11,200 | $1.75M | 1.52% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 11,205 | $1.75M | 1.20% | −47−0.4% | Reduced |
| First Bank & Trust | 11,211 | $1.75M | 0.46% | −727−6.1% | Reduced |
| Excalibur Management Corp | 11,242 | $1.75M | 0.91% | −47−0.4% | Reduced |
| Mutual Advisors, LLC | 11,314 | $1.76M | 0.07% | −1,454−11.4% | Reduced |
| Wetherby Asset Management Inc | 11,317 | $1.76M | 0.10% | −1,932−14.6% | Reduced |
| Wahed Invest LLC | 11,357 | $1.77M | 0.58% | +886+8.5% | Added |
| Avantax Planning Partners, Inc. | 11,382 | $1.77M | 0.07% | +8,920+362.3% | Added |
| Am Investment Strategies LLC | 11,395 | $1.78M | 0.58% | +46+0.4% | Added |
| Pensionfund Sabic | 11,400 | $1.78M | 0.62% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 11,459 | $1.79M | 1.26% | +171+1.5% | Added |
| Davis R M Inc | 11,463 | $1.79M | 0.04% | −2,500−17.9% | Reduced |
| Eqis Capital Management, Inc. | 11,470 | $1.79M | 0.22% | −1,417−11.0% | Reduced |
| Wimmer Associates 1, LLC | 11,559 | $1.80M | 1.12% | −106−0.9% | Reduced |
| Sterneck Capital Management, LLC | 11,600 | $1.81M | 1.21% | −685−5.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,343 | $1.81M | 0.84% | −110−0.9% | Reduced |
| Court Place Advisors, LLC | 11,656 | $1.82M | 0.65% | −44−0.4% | Reduced |
| Howland Capital Management LLC | 11,677 | $1.82M | 0.11% | −305−2.5% | Reduced |
| L.M. Kohn & Company | 11,704 | $1.82M | 0.67% | −1,020−8.0% | Reduced |
| Nemes Rush Group LLC | 11,778 | $1.84M | 0.33% | −989−7.7% | Reduced |
| Gifford Fong Associates | 11,800 | $1.84M | 0.44% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 11,826 | $1.84M | 0.38% | −77−0.6% | Reduced |
| Ascent Group, LLC | 13,251 | $1.85M | 0.20% | +13,251 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 11,954 | $1.86M | 0.01% | +817+7.3% | Added |
| Quantinno Capital Management LP | 11,966 | $1.86M | 0.08% | −2,583−17.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 11,975 | $1.87M | 1.07% | −1,063−8.2% | Reduced |
| Wealth Alliance | 12,035 | $1.88M | 0.30% | +62+0.5% | Added |
| Northeast Financial Consultants Inc | 12,044 | $1.88M | 0.12% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 12,064 | $1.88M | 0.16% | +616+5.4% | Added |
| iA Global Asset Management Inc. | 12,077 | $1.88M | 0.05% | +545+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 12,122 | $1.89M | 0.07% | −161−1.3% | Reduced |
| PEAK6 Investments LLC | 12,123 | $1.89M | 0.09% | +12,123 | New |
| First Hawaiian Bank | 12,126 | $1.89M | 0.06% | −502−4.0% | Reduced |
| Cox Capital Mgt LLC | 12,126 | $1.89M | 1.33% | −8,010−39.8% | Reduced |
| Slow Capital, Inc. | 12,223 | $1.91M | 0.35% | +742+6.5% | Added |
| Auto-Owners Insurance Co | 12,300 | $1.92M | 0.06% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 12,303 | $1.92M | 0.92% | +28+0.2% | Added |
| Optimum Investment Advisors | 12,321 | $1.92M | 0.98% | +20.0% | Added |
| Mitchell Sinkler & Starr | 12,335 | $1.92M | 0.59% | +2,585+26.5% | Added |
| Hilltop Holdings Inc. | 12,345 | $1.92M | 0.24% | +1,198+10.7% | Added |
| Caliber Wealth Management, LLC | 12,361 | $1.93M | 1.30% | +194+1.6% | Added |
| Saxon Interests, Inc. | 12,361 | $1.93M | 1.30% | +10,932+765.0% | Added |
| Addison Capital Co | 12,396 | $1.93M | 1.50% | −683−5.2% | Reduced |
| Summit Financial, LLC | 12,423 | $1.94M | 0.14% | −109−0.9% | Reduced |
| Sandy Spring Bank | 12,439 | $1.94M | 0.11% | +1,868+17.7% | Added |
| Veriti Management LLC | 12,448 | $1.94M | 0.22% | −1,536−11.0% | Reduced |
| Moors & Cabot, Inc. | 12,545 | $1.96M | 0.13% | −620−4.7% | Reduced |
| Benedetti & Gucer, Inc. | 12,546 | $1.96M | 1.07% | −35−0.3% | Reduced |
| Tealwood Asset Management Inc | 12,602 | $1.96M | 1.01% | −51−0.4% | Reduced |
| Central Trust Co | 12,602 | $1.96M | 0.06% | +11+0.1% | Added |
| Capital Investment Advisory Services, LLC | 12,615 | $1.97M | 0.19% | −247−1.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 12,668 | $1.97M | 1.80% | −130−1.0% | Reduced |
| Sage Mountain Advisors LLC | 12,686 | $1.98M | 0.27% | −161−1.3% | Reduced |
| Cypress Capital, LLC | 12,687 | $1.98M | 0.58% | +161+1.3% | Added |
| Rossmore Private Capital | 12,728 | $1.98M | 0.30% | +150+1.2% | Added |
| Maltin Wealth Management, Inc. | 12,747 | $1.99M | 1.39% | +5,258+70.2% | Added |
| Azzad Asset Management Inc | 12,843 | $2.00M | 0.28% | +252+2.0% | Added |
| Institute for Wealth Management, LLC. | 12,876 | $2.01M | 0.37% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 12,897 | $2.01M | 0.15% | +1,094+9.3% | Added |
| AMG National Trust Bank | 12,971 | $2.02M | 0.07% | −632−4.6% | Reduced |
| GYL Financial Synergies, LLC | 12,998 | $2.03M | 0.20% | +330+2.6% | Added |
| Intrua Financial, LLC | 13,015 | $2.03M | 0.37% | +164+1.3% | Added |
| Aigen Investment Management, LP | 13,095 | $2.04M | 0.38% | +13,095 | New |
| Rockland Trust Co | 13,128 | $2.05M | 0.12% | +373+2.9% | Added |
| Ossiam | 13,160 | $2.05M | 0.04% | −7,286−35.6% | Reduced |
| Genus Capital Management Inc. | 13,241 | $2.06M | 0.32% | +3,970+42.8% | Added |
| Park Avenue Securities LLC | 13,257 | $2.07M | 0.03% | −795−5.7% | Reduced |
| PYA Waltman Capital, LLC | 13,299 | $2.07M | 0.88% | +4,046+43.7% | Added |
| Comerica Securities,inc. | 13,312 | $2.07M | 0.17% | −1,624−10.9% | Reduced |
| Skylands Capital, LLC | 13,430 | $2.09M | 0.32% | −275−2.0% | Reduced |
| WSFS Capital Management, LLC | 13,437 | $2.09M | 0.14% | +3,240+31.8% | Added |
| Stone Point Wealth LLC | 13,479 | $2.10M | 0.90% | −240−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 13,511 | $2.11M | 1.10% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 13,547 | $2.11M | 0.20% | +619+4.8% | Added |
| Bristlecone Advisors, LLC | 13,575 | $2.12M | 0.24% | +64+0.5% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.12M | 0.62% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 13,624 | $2.12M | 0.59% | +24+0.2% | Added |
| MWA Asset Management | 13,636 | $2.13M | 2.05% | +13,636 | New |
| Gries Financial LLC | 13,693 | $2.13M | 0.58% | −660−4.6% | Reduced |
| Laurion Capital Management LP | 13,709 | $2.14M | 0.06% | −56,754−80.5% | Reduced |
| Camden Capital, LLC | 13,728 | $2.14M | 0.25% | +50.0% | Added |
| South State Corp. | 13,738 | $2.14M | 0.20% | −625−4.4% | Reduced |
| Mirabella Financial Services LLP | 13,780 | $2.15M | 0.31% | +10,599+333.2% | Added |
| Horst & Graben Wealth Management LLC | 13,793 | $2.15M | 0.53% | +13+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 13,793 | $2.15M | 0.05% | −42−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,833 | $2.16M | 0.21% | +13,833 | New |
| Lockheed Martin Investment Management Co | 12,966 | $2.16M | 0.17% | −2,200−14.5% | Reduced |
| Corbyn Investment Management Inc | 13,957 | $2.18M | 1.11% | −165−1.2% | Reduced |
| Connectus Wealth, LLC | 13,988 | $2.18M | 0.05% | +1,864+15.4% | Added |
| Trustmark National Bank Trust Department | 13,996 | $2.18M | 0.21% | −288−2.0% | Reduced |
| Ally Financial Inc. | 14,000 | $2.18M | 0.32% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 14,117 | $2.20M | 1.63% | −267−1.9% | Reduced |
| Slagle Financial, LLC | 14,191 | $2.21M | 1.36% | +648+4.8% | Added |
| Beacon Investment Advisory Services, Inc. | 14,208 | $2.21M | 0.11% | −4,066−22.3% | Reduced |
| Cornerstone Investment Partners, LLC | 14,249 | $2.22M | 0.14% | +44+0.3% | Added |
| Flputnam Investment Management Co | 14,265 | $2.22M | 0.06% | −17,881−55.6% | Reduced |
| Occudo Quantitative Strategies LP | 14,335 | $2.23M | 0.29% | −9,523−39.9% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $2.24M | 1.97% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,359 | $2.24M | 0.08% | +11,965+499.8% | Added |