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 |
|---|---|---|---|---|---|
| Martin Capital Partners, LLC | 32,868 | $5.12M | 2.16% | +95+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 32,988 | $5.14M | 0.14% | +17,224+109.3% | Added |
| Advisory Services Network, LLC | 33,052 | $5.15M | 0.14% | +1,573+5.0% | Added |
| Avantax Advisory Services, Inc. | 33,163 | $5.17M | 0.06% | +748+2.3% | Added |
| Murphy Pohlad Asset Management LLC | 33,279 | $5.19M | 2.27% | +900+2.8% | Added |
| E. Ohman J:or Asset Management AB | 33,311 | $5.19M | 0.20% | +700+2.1% | Added |
| Buckingham Strategic Wealth, LLC | 33,373 | $5.20M | 0.07% | −4,147−11.1% | Reduced |
| Wharton Business Group, LLC | 33,393 | $5.21M | 0.29% | +17,925+115.9% | Added |
| Sequoia Financial Advisors, LLC | 33,515 | $5.22M | 0.09% | −1,678−4.8% | Reduced |
| Northwest Bancshares, Inc. | 33,569 | $5.23M | 1.00% | +949+2.9% | Added |
| Boston Research & Management Inc | 33,693 | $5.25M | 1.55% | +597+1.8% | Added |
| Perigon Wealth Management, LLC | 33,735 | $5.26M | 0.21% | −1,982−5.5% | Reduced |
| Columbia Asset Management | 33,748 | $5.26M | 1.17% | −667−1.9% | Reduced |
| CWA Asset Management Group, LLC | 33,974 | $5.30M | 0.39% | +1,014+3.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,461 | $5.38M | 0.07% | +4,724+15.9% | Added |
| North Star Investment Management Corp. | 34,564 | $5.39M | 0.45% | −892−2.5% | Reduced |
| Lido Advisors, LLC | 34,662 | $5.40M | 0.06% | +1,474+4.4% | Added |
| Clark Capital Management Group, Inc. | 34,699 | $5.41M | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 34,706 | $5.41M | 0.70% | −267−0.8% | Reduced |
| Wambolt & Associates, LLC | 35,055 | $5.44M | 1.97% | −110−0.3% | Reduced |
| Good Life Advisors, LLC | 34,964 | $5.45M | 0.62% | +77+0.2% | Added |
| Bard Financial Services, Inc. | 35,450 | $5.53M | 0.68% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 35,739 | $5.57M | 3.53% | +1,434+4.2% | Added |
| Caption Management, LLC | 35,832 | $5.59M | 0.72% | +25,432+244.5% | Added |
| Cary Street Partner Investment Advisory LLC | 36,278 | $5.65M | 0.30% | +17,547+93.7% | Added |
| Johnson Investment Counsel Inc | 36,353 | $5.67M | 0.07% | −22−0.1% | Reduced |
| Venture Visionary Partners LLC | 36,476 | $5.69M | 0.34% | +3,469+10.5% | Added |
| Kesler, Norman & Wride, LLC | 36,554 | $5.70M | 1.43% | −19−0.1% | Reduced |
| Eastover Investment Advisors LLC | 36,624 | $5.71M | 3.43% | +166+0.5% | Added |
| Whittier Trust Co | 36,785 | $5.73M | 0.10% | +32+0.1% | Added |
| Atria Wealth Solutions, Inc. | 36,861 | $5.75M | 0.08% | −824−2.2% | Reduced |
| Cornerstone Advisors, LLC | 36,900 | $5.75M | 0.27% | −4,600−11.1% | Reduced |
| Savoie Capital LLC | 36,928 | $5.76M | 1.51% | +36,928 | New |
| EagleClaw Capital Managment, LLC | 36,980 | $5.76M | 1.31% | +640+1.8% | Added |
| Iams Wealth Management, LLC | 37,338 | $5.82M | 4.03% | +37,338 | New |
| BancorpSouth Bank | 37,492 | $5.84M | 0.51% | −198−0.5% | Reduced |
| Snowden Capital Advisors LLC | 37,553 | $5.85M | 0.25% | −1,964−5.0% | Reduced |
| Rowland & Co Investment Counsel | 37,580 | $5.86M | 1.45% | +2,065+5.8% | Added |
| Empowered Funds, LLC | 37,612 | $5.86M | 0.17% | +3,554+10.4% | Added |
| New Mexico Educational Retirement Board | 37,662 | $5.87M | 0.25% | +2,200+6.2% | Added |
| Davy Global Fund Management Ltd | 37,686 | $5.87M | 1.21% | +1,665+4.6% | Added |
| CX Institutional | 37,813 | $5.89M | 0.32% | −7,043−15.7% | Reduced |
| Bank of New Hampshire | 37,836 | $5.90M | 1.77% | −60−0.2% | Reduced |
| Inlet Private Wealth, LLC | 38,030 | $5.93M | 1.95% | −2,933−7.2% | Reduced |
| Naples Global Advisors, LLC | 38,319 | $5.97M | 0.72% | +904+2.4% | Added |
| Agf Management Ltd | 38,475 | $6.00M | 0.04% | −4,150−9.7% | Reduced |
| Great Valley Advisor Group, Inc. | 38,979 | $6.08M | 0.25% | +4,381+12.7% | Added |
| Tower Research Capital LLC (TRC) | 39,039 | $6.09M | 0.19% | −8,053−17.1% | Reduced |
| Massmutual Trust Co FSB | 39,201 | $6.11M | 0.23% | −1,967−4.8% | Reduced |
| Caldwell Trust Co | 39,434 | $6.15M | 0.84% | −399−1.0% | Reduced |
| SYSTM Wealth Solutions LLC | 39,511 | $6.16M | 0.95% | −23,348−37.1% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 39,585 | $6.17M | 4.15% | −150.0% | Reduced |
| Albion Financial Group | 39,589 | $6.17M | 0.57% | +1,084+2.8% | Added |
| CMG Global Holdings, LLC | 39,664 | $6.18M | 5.28% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 39,775 | $6.20M | 2.75% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 41,751 | $6.20M | 2.03% | +25+0.1% | Added |
| Toroso Investments, LLC | 39,895 | $6.22M | 0.19% | −2,451−5.8% | Reduced |
| CIBC World Markets Corp | 39,920 | $6.22M | 0.06% | −45,014−53.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 40,063 | $6.24M | 1.02% | +1,003+2.6% | Added |
| Pallas Capital Advisors LLC | 45,027 | $6.25M | 0.38% | +5,943+15.2% | Added |
| B&D White Capital Company, LLC | 40,135 | $6.26M | 2.34% | +36,835+1,116.2% | Added |
| Garland Capital Management Inc | 40,216 | $6.27M | 4.42% | +170.0% | Added |
| Ironwood Investment Counsel, LLC | 40,246 | $6.27M | 1.48% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 40,280 | $6.28M | 0.35% | −850−2.1% | Reduced |
| Sky Investment Group LLC | 40,286 | $6.28M | 1.43% | +309+0.8% | Added |
| Griffin Asset Management, Inc. | 40,394 | $6.30M | 0.89% | +412+1.0% | Added |
| Wolverine Trading, LLC | 40,571 | $6.32M | 0.06% | +3,495+9.4% | Added |
| O'Shaughnessy Asset Management, LLC | 40,797 | $6.36M | 0.09% | +6,125+17.7% | Added |
| Headinvest, LLC | 41,005 | $6.36M | 1.38% | −250−0.6% | Reduced |
| MainStreet Investment Advisors LLC | 40,878 | $6.37M | 0.74% | −1,718−4.0% | Reduced |
| HBK Sorce Advisory LLC | 40,901 | $6.38M | 0.28% | −1,755−4.1% | Reduced |
| Acadian Asset Management LLC | 41,126 | $6.41M | 0.03% | +35,715+660.0% | Added |
| HB Wealth Management, LLC | 41,199 | $6.42M | 0.10% | +2,060+5.3% | Added |
| Haverford Financial Services, Inc. | 41,506 | $6.47M | 2.09% | −70−0.2% | Reduced |
| Hennessy Advisors Inc | 41,700 | $6.50M | 0.46% | −1,000−2.3% | Reduced |
| JustInvest LLC | 41,736 | $6.51M | 0.19% | −2,402−5.4% | Reduced |
| Borer Denton & Associates, Inc. | 41,795 | $6.51M | 2.69% | −150.0% | Reduced |
| Ibex Wealth Advisors | 41,843 | $6.52M | 1.66% | +41,843 | New |
| Granite Bay Wealth Management, LLC | 37,800 | $6.53M | 0.06% | +37,800 | New |
| Mark Stevens | 41,996 | $6.55M | 0.87% | −420−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 42,132 | $6.57M | 0.19% | +274+0.7% | Added |
| Zions Bancorporation, N.A. | 42,430 | $6.61M | 0.58% | +2,330+5.8% | Added |
| Dean Investment Associates, LLC | 42,444 | $6.62M | 1.09% | +557+1.3% | Added |
| FIL Ltd | 42,639 | $6.65M | 0.01% | +1,527+3.7% | Added |
| Crossmark Global Holdings, Inc. | 43,003 | $6.69M | 0.15% | −57−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 43,107 | $6.72M | 0.49% | +4,503+11.7% | Added |
| Virginia Retirement Systems Et Al | 43,372 | $6.76M | 0.07% | −135,200−75.7% | Reduced |
| Keystone Financial Planning, Inc. | 43,557 | $6.79M | 2.37% | +646+1.5% | Added |
| Summit Financial Wealth Advisors, LLC | 47,934 | $6.80M | 1.67% | −3,010−5.9% | Reduced |
| Builder Investment Group Inc | 43,690 | $6.81M | 2.67% | −89−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 44,001 | $6.85M | 0.40% | +8,136+22.7% | Added |
| Stratos Wealth Partners, LTD. | 43,951 | $6.85M | 0.15% | +2,300+5.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 43,973 | $6.85M | 0.17% | −47,727−52.0% | Reduced |
| Tompkins Financial Corp | 44,012 | $6.86M | 1.08% | +5,573+14.5% | Added |
| Louisiana State Employees Retirement System | 44,800 | $6.98M | 0.16% | 00.0% | Unchanged |
| Jensen Investment Management Inc | 44,885 | $7.00M | 0.06% | −1,442,820−97.0% | Reduced |
| Canada Pension Plan Investment Board | 45,010 | $7.02M | 0.01% | +41,680+1,251.7% | Added |
| Wealthcare Advisory Partners LLC | 45,515 | $7.09M | 0.33% | −416−0.9% | Reduced |
| Spinnaker Trust | 45,829 | $7.14M | 0.54% | −1,046−2.2% | Reduced |
| Northeast Investment Management | 46,101 | $7.19M | 0.42% | −1,530−3.2% | Reduced |