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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 14,372 | $2.24M | 0.05% | −1,236−7.9% | Reduced |
| Bessemer Group Inc | 14,427 | $2.25M | 0.00% | −220,299−93.9% | Reduced |
| SkyOak Wealth, LLC | 14,435 | $2.25M | 0.66% | +283+2.0% | Added |
| Forte Capital LLC | 14,444 | $2.25M | 0.35% | −119−0.8% | Reduced |
| BTC Capital Management, Inc. | 14,468 | $2.26M | 0.26% | +1,006+7.5% | Added |
| Mill Capital Management, LLC | 14,500 | $2.26M | 0.22% | −253−1.7% | Reduced |
| Independence Bank of Kentucky | 14,504 | $2.26M | 0.96% | −178−1.2% | Reduced |
| Cohen Investment Advisors LLC | 14,522 | $2.26M | 1.82% | +1,337+10.1% | Added |
| Richard Bernstein Advisors LLC | 14,579 | $2.27M | 0.05% | +2,230+18.1% | Added |
| Mechanics Bank Trust Department | 14,581 | $2.27M | 0.38% | −172−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 14,584 | $2.27M | 0.02% | −724−4.7% | Reduced |
| Towercrest Capital Management | 14,602 | $2.28M | 0.44% | +20.0% | Added |
| Mission Wealth Management, LP | 14,641 | $2.28M | 0.09% | +6,974+91.0% | Added |
| Sumitomo Life Insurance Co | 14,666 | $2.29M | 0.06% | −3,021−17.1% | Reduced |
| Rehmann Capital Advisory Group | 14,728 | $2.30M | 0.21% | −310−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,735 | $2.30M | 0.15% | +881+6.4% | Added |
| Wealthfront Advisers LLC | 14,789 | $2.31M | 0.01% | −23,706−61.6% | Reduced |
| Investmark Advisory Group LLC | 14,828 | $2.31M | 1.57% | +134+0.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,833 | $2.31M | 1.37% | +556+3.9% | Added |
| Marks Group Wealth Management, Inc | 14,925 | $2.33M | 0.29% | −853−5.4% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.33M | 1.07% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 14,993 | $2.34M | 1.33% | −195−1.3% | Reduced |
| Trexquant Investment LP | 15,046 | $2.35M | 0.06% | +15,046 | New |
| Searle & Co. | 15,050 | $2.35M | 0.80% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 15,057 | $2.35M | 0.28% | +139+0.9% | Added |
| Trust Co of Toledo NA | 15,083 | $2.35M | 0.46% | +1,775+13.3% | Added |
| Advisors Capital Management, LLC | 15,085 | $2.35M | 0.06% | +69+0.5% | Added |
| Gunn & Co Investment Management, Inc. | 15,097 | $2.35M | 2.07% | +15,097 | New |
| Ballentine Partners, LLC | 15,116 | $2.36M | 0.06% | −303−2.0% | Reduced |
| Exeter Financial, LLC | 15,150 | $2.36M | 1.25% | +77+0.5% | Added |
| Sunbelt Securities, Inc. | 15,189 | $2.37M | 0.33% | −673−4.2% | Reduced |
| Lincoln National Corp | 15,189 | $2.37M | 0.05% | −452−2.9% | Reduced |
| Chatham Capital Group, Inc. | 15,203 | $2.37M | 0.53% | −14−0.1% | Reduced |
| Portside Wealth Group, LLC | 15,216 | $2.37M | 0.45% | −1,377−8.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 15,266 | $2.38M | 0.39% | +1,280+9.2% | Added |
| Jackson Wealth Management, LLC | 15,278 | $2.38M | 0.34% | +693+4.8% | Added |
| Shoker Investment Counsel, Inc. | 15,288 | $2.38M | 1.03% | −65−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 15,290 | $2.38M | 2.15% | −110−0.7% | Reduced |
| Equitable Holdings, Inc. | 15,308 | $2.39M | 0.03% | +1,899+14.2% | Added |
| Cypress Asset Management Inc | 15,312 | $2.39M | 0.80% | −98−0.6% | Reduced |
| Alta Capital Management LLC | 15,335 | $2.39M | 0.17% | −324−2.1% | Reduced |
| Ieq Capital, LLC | 15,429 | $2.40M | 0.05% | −5,836−27.4% | Reduced |
| BFSG, LLC | 15,441 | $2.41M | 0.39% | +1,628+11.8% | Added |
| Truvestments Capital LLC | 15,504 | $2.42M | 1.26% | +348+2.3% | Added |
| AustralianSuper Pty Ltd | 15,516 | $2.42M | 0.02% | −2,909−15.8% | Reduced |
| Trilogy Capital Inc. | 15,587 | $2.43M | 0.16% | +14,283+1,095.3% | Added |
| Two Sigma Advisers, LP | 15,600 | $2.43M | 0.01% | +7,400+90.2% | Added |
| Pinkerton Retirement Specialists, LLC | 15,684 | $2.44M | 0.53% | +166+1.1% | Added |
| Ontario Teachers Pension Plan Board | 15,734 | $2.45M | 0.03% | +2,739+21.1% | Added |
| Sigma Planning Corp | 15,750 | $2.45M | 0.09% | −18,494−54.0% | Reduced |
| Bridges Investment Management Inc | 15,804 | $2.46M | 0.09% | −1,617−9.3% | Reduced |
| Clearstead Advisors, LLC | 15,894 | $2.48M | 0.15% | +116+0.7% | Added |
| Auxier Asset Management | 15,904 | $2.48M | 0.42% | −14−0.1% | Reduced |
| We Are One Seven, LLC | 15,963 | $2.49M | 0.19% | +317+2.0% | Added |
| United Community Bank | 16,008 | $2.50M | 1.22% | +5,608+53.9% | Added |
| Wolverine Asset Management LLC | 16,041 | $2.50M | 0.05% | +13,207+466.0% | Added |
| Jacobi Capital Management LLC | 16,046 | $2.50M | 0.28% | +131+0.8% | Added |
| Zullo Investment Group, Inc. | 16,118 | $2.51M | 1.47% | +399+2.5% | Added |
| Gladstone Institutional Advisory LLC | 16,204 | $2.53M | 0.16% | −1,269−7.3% | Reduced |
| Pathway Financial Advisers, LLC | 16,307 | $2.54M | 1.05% | +16,307 | New |
| Vident Advisory, LLC | 16,358 | $2.55M | 0.08% | +16,358 | New |
| Lake Street Advisors Group, LLC | 16,373 | $2.55M | 0.15% | −683−4.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,436 | $2.56M | 0.25% | +4,879+42.2% | Added |
| Sculati Wealth Management, LLC | 16,438 | $2.56M | 1.31% | −103−0.6% | Reduced |
| StoneX Group Inc. | 16,503 | $2.57M | 0.28% | +1,617+10.9% | Added |
| Bradley Foster & Sargent Inc | 14,381 | $2.58M | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 16,673 | $2.59M | 0.16% | +371+2.3% | Added |
| Concentric Capital Strategies, LP | 16,603 | $2.59M | 0.29% | +16,603 | New |
| Brighton Jones LLC | 16,612 | $2.59M | 0.13% | +5,650+51.5% | Added |
| JLB & Associates Inc | 16,654 | $2.60M | 0.41% | +745+4.7% | Added |
| Shorepoint Capital Partners LLC | 16,688 | $2.60M | 0.76% | +259+1.6% | Added |
| Intrepid Capital Management Inc | 16,839 | $2.62M | 1.81% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 16,841 | $2.63M | 0.13% | −2,058−10.9% | Reduced |
| Temasek Holdings (Private) Ltd | 16,843 | $2.63M | 0.02% | +16,843 | New |
| Miller Investment Management, LP | 16,859 | $2.63M | 0.41% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,865 | $2.63M | 0.13% | +1,422+9.2% | Added |
| Cypress Capital Group | 16,886 | $2.63M | 0.38% | −803−4.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.63M | 1.34% | 00.0% | Unchanged |
| Greenline Partners, LLC | 16,989 | $2.65M | 0.50% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 17,010 | $2.65M | 0.01% | −4,390−20.5% | Reduced |
| Monarch Capital Management Inc | 17,020 | $2.65M | 0.85% | +19+0.1% | Added |
| Sage Capital Advisors,llc | 17,044 | $2.66M | 0.98% | +84+0.5% | Added |
| Radnor Capital Management, LLC | 17,096 | $2.67M | 0.53% | +17,096 | New |
| Kinneret Advisory, LLC | 17,121 | $2.67M | 0.33% | −10−0.1% | Reduced |
| Tiaa Trust, National Association | 17,126 | $2.67M | 0.01% | +17,126 | New |
| Stanley-Laman Group, Ltd. | 17,180 | $2.68M | 0.46% | −678−3.8% | Reduced |
| Adams Asset Advisors, LLC | 17,185 | $2.68M | 0.36% | −611−3.4% | Reduced |
| Icon Wealth Partners, LLC | 17,188 | $2.68M | 0.30% | −7,961−31.7% | Reduced |
| Summit Global Investments | 17,298 | $2.70M | 0.18% | +12,602+268.4% | Added |
| Banque Pictet & Cie SA | 17,349 | $2.70M | 0.03% | +1,521+9.6% | Added |
| SG Americas Securities, LLC | 17,368 | $2.71M | 0.04% | −32,153−64.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,409 | $2.71M | 0.35% | −137−0.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,457 | $2.72M | 0.97% | −48−0.3% | Reduced |
| Harbor Capital Advisors, Inc. | 17,466 | $2.72M | 0.59% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 17,490 | $2.73M | 0.03% | +145+0.8% | Added |
| Fortis Advisors, LLC | 17,535 | $2.73M | 2.06% | +17,535 | New |
| Arvest Trust Co N A | 17,561 | $2.74M | 0.18% | −370−2.1% | Reduced |
| McDonald Partners LLC | 17,591 | $2.74M | 0.89% | −62−0.4% | Reduced |
| SWS Partners | 17,698 | $2.76M | 1.02% | +163+0.9% | Added |
| Montag A & Associates Inc | 17,754 | $2.77M | 0.17% | −955−5.1% | Reduced |