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 |
|---|---|---|---|---|---|
| Viking Fund Management LLC | 24,000 | $3.74M | 0.75% | +6,000+33.3% | Added |
| FDx Advisors, Inc. | 24,126 | $3.76M | 0.31% | −14,338−37.3% | Reduced |
| Summitry LLC | 24,156 | $3.77M | 0.25% | +773+3.3% | Added |
| Brady Family Wealth, LLC | 24,208 | $3.77M | 1.46% | +366+1.5% | Added |
| Schulhoff & Co Inc | 24,328 | $3.79M | 1.92% | −1,488−5.8% | Reduced |
| Vaughan David Investments LLC | 24,483 | $3.82M | 0.12% | −409−1.6% | Reduced |
| Semmax Financial Advisors Inc. | 27,326 | $3.82M | 1.53% | +27,326 | New |
| Highland Capital Management, LLC | 24,544 | $3.83M | 0.26% | −8,268−25.2% | Reduced |
| Bowen Hanes & Co Inc | 24,706 | $3.85M | 0.13% | −498−2.0% | Reduced |
| Bourne Lent Asset Management Inc | 24,728 | $3.85M | 1.70% | −3,020−10.9% | Reduced |
| Independent Investors Inc | 24,811 | $3.87M | 0.98% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 24,840 | $3.87M | 0.51% | −427−1.7% | Reduced |
| Verdence Capital Advisors LLC | 24,949 | $3.89M | 0.42% | +950+4.0% | Added |
| Stratos Wealth Advisors, LLC | 25,022 | $3.90M | 0.26% | −1,282−4.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 25,076 | $3.91M | 1.42% | +1,430+6.0% | Added |
| Teilinger Capital Ltd. | 25,100 | $3.91M | 1.29% | +2,200+9.6% | Added |
| Cypress Wealth Services, LLC | 25,136 | $3.92M | 1.09% | −60−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 25,154 | $3.92M | 0.40% | −1,845−6.8% | Reduced |
| Empirical Finance, LLC | 25,219 | $3.93M | 0.29% | +2,600+11.5% | Added |
| Vise Technologies, Inc. | 25,413 | $3.96M | 0.97% | +1,029+4.2% | Added |
| Hallmark Capital Management Inc | 25,490 | $3.97M | 0.33% | −415−1.6% | Reduced |
| Fosun International Ltd | 25,504 | $3.98M | 0.64% | +700+2.8% | Added |
| Freestone Capital Holdings, LLC | 25,887 | $4.04M | 0.21% | +4,831+22.9% | Added |
| Benin Management CORP | 26,115 | $4.07M | 1.51% | +95+0.4% | Added |
| Northwest Investment Counselors, LLC | 26,139 | $4.07M | 1.14% | +344+1.3% | Added |
| Arkadios Wealth Advisors | 26,143 | $4.07M | 0.39% | +4,172+19.0% | Added |
| McDaniel Terry & Co | 26,292 | $4.10M | 0.43% | +20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,368 | $4.11M | 0.32% | +350+1.3% | Added |
| Coldstream Capital Management Inc | 26,390 | $4.11M | 0.13% | −1,445−5.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,420 | $4.12M | 0.16% | −2,929−10.0% | Reduced |
| Schwartz Investment Counsel Inc | 26,482 | $4.13M | 0.18% | 00.0% | Unchanged |
| Opus Investment Management Inc | 26,600 | $4.15M | 2.55% | 00.0% | Unchanged |
| William Allan, LLC | 26,622 | $4.15M | 3.29% | −415−1.5% | Reduced |
| Lakeview Capital Partners, LLC | 26,687 | $4.16M | 0.81% | +1,715+6.9% | Added |
| Valeo Financial Advisors, LLC | 26,814 | $4.18M | 0.19% | +1,456+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 26,869 | $4.19M | 0.04% | −3,115−10.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 27,222 | $4.24M | 0.20% | +3,921+16.8% | Added |
| Peloton Wealth Strategists | 27,230 | $4.24M | 1.96% | −450−1.6% | Reduced |
| Capital Investment Counsel, Inc | 27,304 | $4.26M | 0.86% | −950−3.4% | Reduced |
| Eagle Rock Investment Company, LLC | 27,309 | $4.26M | 0.96% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 27,349 | $4.26M | 0.21% | −3,970−12.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 27,698 | $4.27M | 0.50% | +1,324+5.0% | Added |
| Argyle Capital Management Inc. | 27,478 | $4.28M | 1.57% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 27,660 | $4.31M | 0.08% | −1,118−3.9% | Reduced |
| Sepio Capital, LP | 27,697 | $4.32M | 0.37% | −1,252−4.3% | Reduced |
| Sawtooth Solutions, LLC | 27,727 | $4.32M | 0.14% | −3,301−10.6% | Reduced |
| Keating Investment Counselors Inc | 27,932 | $4.35M | 1.48% | +970+3.6% | Added |
| Everence Capital Management Inc | 28,115 | $4.38M | 0.34% | +1,940+7.4% | Added |
| Culbertson A N & Co Inc | 28,286 | $4.41M | 0.88% | +43+0.2% | Added |
| Stokes Capital Advisors, LLC | 28,301 | $4.41M | 1.54% | −625−2.2% | Reduced |
| Foundations Investment Advisors, LLC | 28,446 | $4.43M | 0.14% | +125+0.4% | Added |
| Tudor Investment Corp Et Al | 28,553 | $4.45M | 0.07% | +28,553 | New |
| Farmers National Bank | 28,564 | $4.45M | 1.55% | +1,650+6.1% | Added |
| Ethic Inc. | 28,754 | $4.48M | 0.16% | +4,526+18.7% | Added |
| Baxter Bros Inc | 28,850 | $4.50M | 0.68% | −4,217−12.8% | Reduced |
| Stolper Co | 28,888 | $4.50M | 1.95% | +99+0.3% | Added |
| Principal Street Partners, LLC | 28,940 | $4.51M | 0.89% | −778−2.6% | Reduced |
| NewSquare Capital LLC | 29,451 | $4.52M | 0.48% | +1,207+4.3% | Added |
| Horrell Capital Management, Inc. | 29,130 | $4.54M | 1.51% | −388−1.3% | Reduced |
| Associated Banc-Corp | 29,244 | $4.56M | 0.18% | +70+0.2% | Added |
| Norinchukin Bank, The | 29,563 | $4.61M | 0.11% | −43,158−59.3% | Reduced |
| Savant Capital, LLC | 29,567 | $4.61M | 0.07% | −2,509−7.8% | Reduced |
| Red Door Wealth Management, LLC | 29,700 | $4.63M | 1.16% | +27+0.1% | Added |
| Galvin, Gaustad & Stein, LLC | 29,778 | $4.64M | 0.47% | −1,472−4.7% | Reduced |
| Atwater Malick LLC | 29,806 | $4.65M | 2.04% | +436+1.5% | Added |
| Metis Global Partners, LLC | 29,817 | $4.65M | 0.22% | +4,603+18.3% | Added |
| Canal Capital Management, LLC | 29,845 | $4.65M | 0.95% | −150−0.5% | Reduced |
| Metropolitan Life Insurance Co | 29,925 | $4.66M | 0.24% | −1,661−5.3% | Reduced |
| Azimuth Capital Investment Management LLC | 29,956 | $4.67M | 0.23% | +6,992+30.4% | Added |
| Cohen Klingenstein LLC | 29,982 | $4.67M | 0.21% | −78−0.3% | Reduced |
| Vision Capital Management, Inc. | 30,008 | $4.68M | 0.86% | +1,040+3.6% | Added |
| Bragg Financial Advisors, Inc | 30,021 | $4.68M | 0.25% | +1,926+6.9% | Added |
| Ostrum Asset Management | 30,092 | $4.69M | 0.43% | −5,454−15.3% | Reduced |
| Loomis Sayles & Co L P | 30,149 | $4.70M | 0.01% | −1,227−3.9% | Reduced |
| Mather Group, LLC. | 30,229 | $4.71M | 0.08% | −604−2.0% | Reduced |
| Community Bank, N.A. | 30,457 | $4.75M | 0.67% | +1,153+3.9% | Added |
| Quintet Private Bank (Europe) S.A. | 30,489 | $4.75M | 0.32% | +574+1.9% | Added |
| Bridge Creek Capital Management LLC | 30,725 | $4.79M | 1.82% | +18+0.1% | Added |
| D L Carlson Investment Group Inc | 30,727 | $4.79M | 0.97% | −884−2.8% | Reduced |
| TrinityPoint Wealth, LLC | 30,818 | $4.80M | 0.96% | −1,141−3.6% | Reduced |
| Verition Fund Management LLC | 30,926 | $4.82M | 0.06% | +19,854+179.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 31,128 | $4.85M | 1.62% | +631+2.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,149 | $4.86M | 1.44% | +125+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,184 | $4.86M | 0.11% | −11,318−26.6% | Reduced |
| Bokf, NA | 34,715 | $4.90M | 0.11% | −2,081−5.7% | Reduced |
| Ascent Wealth Partners, LLC | 31,779 | $4.95M | 0.91% | −443−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 31,906 | $4.97M | 0.50% | +1,016+3.3% | Added |
| Bogart Wealth, LLC | 31,989 | $4.99M | 0.31% | +4,087+14.6% | Added |
| Woodstock Corp | 32,061 | $5.00M | 0.63% | −18−0.1% | Reduced |
| Rench Wealth Management, Inc. | 32,168 | $5.01M | 2.30% | +673+2.1% | Added |
| Cetera Advisors LLC | 32,190 | $5.02M | 0.08% | −2,114−6.2% | Reduced |
| Beacon Financial Group | 29,624 | $5.02M | 0.71% | −5,003−14.4% | Reduced |
| Fusion Capital, LLC | 32,204 | $5.02M | 2.83% | +1,391+4.5% | Added |
| Motco | 32,260 | $5.03M | 0.34% | −80−0.2% | Reduced |
| Soltis Investment Advisors LLC | 32,336 | $5.04M | 0.65% | +1,508+4.9% | Added |
| Dorsey & Whitney Trust CO LLC | 32,453 | $5.06M | 0.44% | −808−2.4% | Reduced |
| Advisor Partners II, LLC | 32,591 | $5.08M | 0.20% | −2,109−6.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,647 | $5.09M | 2.57% | +453+1.4% | Added |
| tru Independence LLC | 32,775 | $5.11M | 1.77% | −1,840−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 32,854 | $5.12M | 0.20% | −1,914−5.5% | Reduced |