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 |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 17,762 | $2.77M | 2.17% | −494−2.7% | Reduced |
| Duality Advisers, LP | 17,806 | $2.78M | 0.34% | −5,210−22.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 17,915 | $2.79M | 0.75% | +17,915 | New |
| United Asset Strategies, Inc. | 17,967 | $2.80M | 0.36% | −2,196−10.9% | Reduced |
| Marion Wealth Management | 17,993 | $2.80M | 0.99% | −205−1.1% | Reduced |
| Plimoth Trust Co LLC | 18,135 | $2.83M | 0.89% | −255−1.4% | Reduced |
| Kennon-Green & Company, LLC | 18,147 | $2.83M | 2.81% | +114+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 18,164 | $2.83M | 0.84% | −18,876−51.0% | Reduced |
| Cary Street Partners Asset Management LLC | 18,179 | $2.83M | 0.53% | +253+1.4% | Added |
| Boston Private Wealth LLC | 18,183 | $2.83M | 0.06% | −2,904−13.8% | Reduced |
| Pure Financial Advisors, Inc. | 18,225 | $2.84M | 0.12% | −271−1.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 18,227 | $2.84M | 1.28% | +80.0% | Added |
| Arete Wealth Advisors, LLC | 18,241 | $2.84M | 0.49% | +2,660+17.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,257 | $2.85M | 1.86% | +208+1.2% | Added |
| Meritage Portfolio Management | 18,268 | $2.85M | 0.21% | −270−1.5% | Reduced |
| Eudaimonia Partners, LLC | 18,317 | $2.86M | 0.69% | −157−0.8% | Reduced |
| Aspire Private Capital, LLC | 18,422 | $2.87M | 0.94% | +70.0% | Added |
| EP Wealth Advisors, LLC | 18,529 | $2.89M | 0.04% | −6,634−26.4% | Reduced |
| Dynamic Advisor Solutions LLC | 18,695 | $2.91M | 0.14% | +1,272+7.3% | Added |
| Strategic Advisors LLC | 18,699 | $2.91M | 0.57% | +1,290+7.4% | Added |
| Moody National Bank Trust Division | 18,726 | $2.92M | 0.19% | +2,056+12.3% | Added |
| Northcape Wealth Management, LLC | 18,733 | $2.92M | 1.12% | +267+1.4% | Added |
| Stamos Capital Partners, L.P. | 18,760 | $2.92M | 0.65% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 18,951 | $2.95M | 2.18% | +75+0.4% | Added |
| Parallel Advisors, LLC | 18,990 | $2.96M | 0.10% | +359+1.9% | Added |
| Commerzbank Aktiengesellschaft | 19,061 | $2.97M | 0.14% | +3,067+19.2% | Added |
| Phoenix Holdings Ltd. | 19,125 | $2.98M | 0.06% | +24+0.1% | Added |
| Anderson Hoagland & Co | 19,183 | $2.99M | 0.40% | +13+0.1% | Added |
| NBT Bank N A | 19,209 | $2.99M | 0.29% | +13,411+231.3% | Added |
| Courier Capital LLC | 19,212 | $2.99M | 0.25% | +12+0.1% | Added |
| Paradigm Asset Management Co LLC | 19,224 | $3.00M | 0.85% | −1,000−4.9% | Reduced |
| Cardinal Capital Management | 19,468 | $3.03M | 0.62% | +378+2.0% | Added |
| Perkins Coie Trust Co | 19,538 | $3.05M | 0.86% | −843−4.1% | Reduced |
| Erste Asset Management GmbH | 19,803 | $3.05M | 0.05% | +13,568+217.6% | Added |
| Fort Washington Investment Advisors Inc | 19,738 | $3.08M | 0.02% | −43−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,760 | $3.08M | 0.06% | −2,938−12.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,820 | $3.09M | 0.20% | −523−2.6% | Reduced |
| Palisade Asset Management, LLC | 19,853 | $3.09M | 0.38% | −66−0.3% | Reduced |
| Great Lakes Advisors, LLC | 19,868 | $3.10M | 0.03% | −28,601−59.0% | Reduced |
| Millennium Capital Advisors, LLC | 19,914 | $3.10M | 2.65% | +242+1.2% | Added |
| Illinois Municipal Retirement Fund | 19,980 | $3.11M | 0.06% | −4,798−19.4% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $3.12M | 0.75% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 20,024 | $3.12M | 0.59% | −445−2.2% | Reduced |
| Horizon Investments, LLC | 20,305 | $3.13M | 0.10% | +422+2.1% | Added |
| Old Point Trust & Financial Services N A | 20,194 | $3.15M | 1.42% | +175+0.9% | Added |
| Fulton Bank, N.A. | 20,194 | $3.15M | 0.16% | +684+3.5% | Added |
| Sompo Asset Management Co., Ltd. | 20,210 | $3.15M | 0.69% | +10,390+105.8% | Added |
| Carnegie Capital Asset Management, LLC | 20,223 | $3.15M | 0.12% | −7,140−26.1% | Reduced |
| Princeton Global Asset Management LLC | 20,461 | $3.19M | 0.91% | −423−2.0% | Reduced |
| Farmers Trust Co | 20,531 | $3.20M | 0.74% | −466−2.2% | Reduced |
| Wright Investors Service Inc | 20,620 | $3.21M | 0.93% | +6,190+42.9% | Added |
| Virginia Wealth Management Group, Inc. | 20,685 | $3.22M | 2.18% | +194+0.9% | Added |
| Brooks, Moore & Associates, Inc. | 20,713 | $3.23M | 2.44% | +2,437+13.3% | Added |
| New England Research & Management, Inc. | 20,914 | $3.26M | 1.86% | −568−2.6% | Reduced |
| Physicians Financial Services, Inc. | 21,093 | $3.29M | 1.35% | −127−0.6% | Reduced |
| Allworth Financial LP | 21,144 | $3.30M | 0.03% | +5,241+33.0% | Added |
| Park National Corp | 21,240 | $3.31M | 0.15% | +588+2.8% | Added |
| Avidian Wealth Solutions, LLC | 21,288 | $3.32M | 0.23% | −626−2.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 21,345 | $3.33M | 0.35% | −2,305−9.7% | Reduced |
| City Holding Co | 21,427 | $3.34M | 0.59% | −2,409−10.1% | Reduced |
| Hudson Capital Management LLC | 21,554 | $3.36M | 1.34% | +861+4.2% | Added |
| Procyon Private Wealth Partners, LLC | 21,610 | $3.37M | 0.35% | +3,962+22.5% | Added |
| Vestmark Advisory Solutions, Inc. | 21,682 | $3.38M | 0.25% | −39,599−64.6% | Reduced |
| Roundview Capital LLC | 21,770 | $3.39M | 0.34% | +68+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 21,846 | $3.41M | 1.19% | −68−0.3% | Reduced |
| Deane Retirement Strategies, Inc. | 21,859 | $3.41M | 1.90% | +11,047+102.2% | Added |
| Sheets Smith Wealth Management | 21,888 | $3.41M | 0.52% | −407−1.8% | Reduced |
| Pavion Blue Capital, LLC | 21,928 | $3.42M | 2.08% | +889+4.2% | Added |
| North Star Asset Management Inc | 22,019 | $3.43M | 0.20% | +683+3.2% | Added |
| Brookmont Capital Management | 22,032 | $3.43M | 2.14% | −138−0.6% | Reduced |
| Smith, Salley & Associates | 22,087 | $3.44M | 0.26% | −175−0.8% | Reduced |
| Madison Wealth Management | 22,183 | $3.46M | 0.73% | −302−1.3% | Reduced |
| Shell Asset Management Co | 22,222 | $3.46M | 0.14% | −302−1.3% | Reduced |
| Antonetti Capital Management LLC | 22,236 | $3.47M | 5.41% | −158−0.7% | Reduced |
| National Asset Management, Inc. | 22,342 | $3.48M | 0.09% | −1,451−6.1% | Reduced |
| Bridgeworth, LLC | 22,529 | $3.51M | 0.39% | +70.0% | Added |
| Bleakley Financial Group, LLC | 22,613 | $3.52M | 0.12% | −767−3.3% | Reduced |
| DFPG Investments, LLC | 25,201 | $3.53M | 0.33% | +3,820+17.9% | Added |
| Ellsworth Advisors, LLC | 23,252 | $3.54M | 1.25% | +428+1.9% | Added |
| Heritage Trust Co | 22,776 | $3.55M | 0.55% | −109−0.5% | Reduced |
| Alberta Investment Management Corp | 22,800 | $3.55M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 22,829 | $3.56M | 0.10% | −34−0.1% | Reduced |
| Tilson Financial Group, Inc. | 22,894 | $3.57M | 2.80% | +22,894 | New |
| Laurel Wealth Advisors LLC | 22,898 | $3.57M | 0.76% | −1,115−4.6% | Reduced |
| GSB Wealth Management, LLC | 23,087 | $3.60M | 1.20% | +482+2.1% | Added |
| Westover Capital Advisors, LLC | 23,273 | $3.63M | 1.31% | −952−3.9% | Reduced |
| Commonwealth Retirement Investments LLC | 23,285 | $3.63M | 2.09% | +1,150+5.2% | Added |
| Pitcairn Co | 23,333 | $3.64M | 0.30% | +735+3.3% | Added |
| Sovereign Financial Group, Inc. | 23,440 | $3.65M | 1.30% | −2,096−8.2% | Reduced |
| Horan Capital Advisors, LLC. | 23,480 | $3.66M | 1.47% | −375−1.6% | Reduced |
| Bayesian Capital Management, LP | 23,500 | $3.66M | 0.42% | +23,500 | New |
| Hengehold Capital Management LLC | 23,646 | $3.69M | 0.48% | +19,514+472.3% | Added |
| Caisse de Depot Et Placement du Quebec | 23,693 | $3.69M | 0.01% | −171,917−87.9% | Reduced |
| Legacy Advisors, LLC | 23,718 | $3.70M | 0.60% | −6,891−22.5% | Reduced |
| Papp L Roy & Associates | 23,729 | $3.70M | 0.50% | +157+0.7% | Added |
| Greystone Financial Group, LLC | 23,834 | $3.72M | 0.93% | +23,834 | New |
| Vestcor Inc | 23,887 | $3.72M | 0.14% | −1,206−4.8% | Reduced |
| Laffer Tengler Investments | 23,899 | $3.73M | 1.10% | +1,451+6.5% | Added |
| TD Private Client Wealth LLC | 23,902 | $3.73M | 0.16% | −4,714−16.5% | Reduced |
| Sawyer & Company, Inc | 23,964 | $3.73M | 1.74% | +100+0.4% | Added |