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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 67,768 | $10.6M | 0.54% | +2,385+3.6% | Added |
| Woodmont Investment Counsel LLC | 67,887 | $10.6M | 1.12% | +1,271+1.9% | Added |
| Beacon Pointe Advisors, LLC | 67,906 | $10.6M | 0.13% | +28,930+74.2% | Added |
| Man Group plc | – | $10.6M | 0.03% | – | – |
| Formuepleje A/S | 68,003 | $10.6M | 0.98% | +6,047+9.8% | Added |
| Independent Advisor Alliance | 68,198 | $10.6M | 0.48% | −1,890−2.7% | Reduced |
| Martingale Asset Management L P | 68,206 | $10.6M | 0.22% | −4,700−6.4% | Reduced |
| Addenda Capital Inc. | 68,386 | $10.7M | 0.46% | −446−0.6% | Reduced |
| Stillwater Capital Advisors, LLC | 69,225 | $10.8M | 1.96% | +302+0.4% | Added |
| Abner Herrman & Brock LLC | 69,447 | $10.8M | 1.66% | −50.0% | Reduced |
| Pathstone Family Office, LLC | 64,568 | $10.8M | 0.08% | +20,260+45.7% | Added |
| Investment House LLC | 69,557 | $10.8M | 0.85% | −19,670−22.0% | Reduced |
| Peapack Gladstone Financial Corp | 69,563 | $10.8M | 0.20% | +130+0.2% | Added |
| J.W. Cole Advisors, Inc. | 69,652 | $10.9M | 0.80% | +217+0.3% | Added |
| CCM Investment Advisers LLC | 69,784 | $10.9M | 1.50% | −80−0.1% | Reduced |
| Quantitative Investment Management, LLC | 69,962 | $10.9M | 1.68% | +69,962 | New |
| Cetera Investment Advisers | 70,393 | $11.0M | 0.09% | +2,890+4.3% | Added |
| Welch & Forbes LLC | 70,496 | $11.0M | 0.18% | −711−1.0% | Reduced |
| Ci Investments Inc. | 70,583 | $11.0M | 0.06% | −254,656−78.3% | Reduced |
| United Services Automobile Association | 70,776 | $11.0M | 0.28% | +2,048+3.0% | Added |
| Captrust Financial Advisors | 71,054 | $11.1M | 0.04% | −5,336−7.0% | Reduced |
| Segall Bryant & Hamill, LLC | 71,070 | $11.1M | 0.13% | +3,757+5.6% | Added |
| Tamar Securities, LLC | 71,096 | $11.1M | 2.67% | +15,046+26.8% | Added |
| Candriam Luxembourg S.C.A. | 71,099 | $11.1M | 0.09% | −93,370−56.8% | Reduced |
| Sowell Financial Services LLC | 71,222 | $11.1M | 0.70% | +7,389+11.6% | Added |
| CWM, LLC | 71,296 | $11.1M | 0.07% | +13,257+22.8% | Added |
| Daiwa Securities Group Inc. | 69,986 | $11.3M | 0.08% | +8,734+14.3% | Added |
| TCTC Holdings, LLC | 72,482 | $11.3M | 0.44% | +2,079+3.0% | Added |
| Gilbert & Cook, Inc. | 73,460 | $11.5M | 1.81% | +11,712+19.0% | Added |
| Rafferty Asset Management, LLC | 73,494 | $11.5M | 0.07% | −921−1.2% | Reduced |
| Hantz Financial Services, Inc. | 73,771 | $11.5M | 0.29% | +21,714+41.7% | Added |
| Vantage Investment Partners, LLC | 74,030 | $11.5M | 1.51% | +6,269+9.3% | Added |
| Telos Capital Management, Inc. | 74,337 | $11.6M | 1.61% | +740+1.0% | Added |
| NewEdge Wealth, LLC | 74,693 | $11.6M | 0.37% | +4,571+6.5% | Added |
| United Bank | 74,789 | $11.7M | 1.53% | +1,124+1.5% | Added |
| Eastern Bank | 75,173 | $11.7M | 0.58% | +68,653+1,053.0% | Added |
| Northwestern Mutual Wealth Management Co | 75,389 | $11.8M | 0.02% | +45+0.1% | Added |
| Stack Financial Management, Inc | 75,411 | $11.8M | 1.37% | +652+0.9% | Added |
| Adviser Investments LLC | 76,094 | $11.9M | 0.26% | +68,376+885.9% | Added |
| StrategIQ Financial Group, LLC | 76,590 | $11.9M | 1.38% | −394−0.5% | Reduced |
| Jacobs & Co | 77,056 | $12.0M | 1.50% | +496+0.6% | Added |
| Evercore Wealth Management, LLC | 77,059 | $12.0M | 0.22% | −3,999−4.9% | Reduced |
| Public Sector Pension Investment Board | 77,475 | $12.1M | 0.09% | +8,073+11.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,976 | $12.2M | 0.04% | −5,622−6.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 78,655 | $12.3M | 0.03% | −31,694−28.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 79,000 | $12.3M | 0.16% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 79,325 | $12.4M | 0.62% | −64,096−44.7% | Reduced |
| Willis Investment Counsel | 79,518 | $12.4M | 0.94% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 79,634 | $12.4M | 0.21% | +370.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 80,035 | $12.5M | 0.19% | −15,870−16.5% | Reduced |
| Iowa State Bank | 80,082 | $12.5M | 3.24% | −389−0.5% | Reduced |
| Heritage Investors Management Corp | 80,637 | $12.6M | 0.53% | −956−1.2% | Reduced |
| Kornitzer Capital Management Inc | 81,283 | $12.7M | 0.26% | −280.0% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $12.8M | 4.43% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 82,093 | $12.8M | 0.40% | +7,917+10.7% | Added |
| Richard C. Young & CO., LTD. | 82,271 | $12.8M | 1.83% | −169−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 82,538 | $12.9M | 0.08% | +98+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 82,568 | $12.9M | 0.22% | +1,212+1.5% | Added |
| CIBC World Markets Inc. | 82,925 | $12.9M | 0.05% | −9,480−10.3% | Reduced |
| Jane Street Group, LLC | 83,241 | $13.0M | 0.02% | −158,608−65.6% | Reduced |
| Biechele Royce Advisors | 83,539 | $13.0M | 4.80% | +3,033+3.8% | Added |
| FORA Capital, LLC | 83,817 | $13.1M | 1.15% | +49,018+140.9% | Added |
| Miramar Capital, LLC | 83,837 | $13.1M | 3.55% | −2,577−3.0% | Reduced |
| Nissay Asset Management Corp | 84,140 | $13.1M | 0.12% | +2,692+3.3% | Added |
| Armstrong Advisory Group, Inc | 85,723 | $13.4M | 1.46% | +76+0.1% | Added |
| Jefferies Financial Group Inc. | 85,803 | $13.4M | 0.33% | +84,703+7,700.3% | Added |
| Mayflower Financial Advisors, LLC | 86,161 | $13.4M | 2.01% | +60+0.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 86,757 | $13.5M | 3.17% | −396−0.5% | Reduced |
| Charter Trust Co | 86,967 | $13.6M | 1.08% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 88,000 | $13.7M | 0.06% | +88,000 | New |
| Cresset Asset Management, LLC | 89,312 | $13.9M | 0.10% | +310.0% | Added |
| Commerce Bank | 89,415 | $13.9M | 0.11% | +2,318+2.7% | Added |
| Greatmark Investment Partners, Inc. | 89,503 | $14.0M | 2.47% | +406+0.5% | Added |
| Private Advisor Group, LLC | 89,657 | $14.0M | 0.13% | −3,156−3.4% | Reduced |
| Zevin Asset Management LLC | 89,681 | $14.0M | 2.81% | +1,007+1.1% | Added |
| International Assets Investment Management, LLC | 92,188 | $14.1M | 1.93% | +154+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 90,395 | $14.1M | 2.15% | +979+1.1% | Added |
| DAGCO, Inc. | 201,995 | $14.1M | 8.15% | +197,469+4,363.0% | Added |
| NorthCrest Asset Manangement, LLC | 90,825 | $14.2M | 0.58% | +1,361+1.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 91,217 | $14.2M | 1.04% | −939−1.0% | Reduced |
| La Banque Postale Asset Management SA | 91,690 | $14.3M | 0.32% | +37,792+70.1% | Added |
| Huntington National Bank | 91,775 | $14.3M | 0.14% | −2,955−3.1% | Reduced |
| Atria Investments LLC | 92,742 | $14.5M | 0.26% | −6,067−6.1% | Reduced |
| Bridgeway Capital Management, LLC | 92,957 | $14.5M | 0.35% | −2,106−2.2% | Reduced |
| Gradient Investments LLC | 93,032 | $14.5M | 0.38% | −778−0.8% | Reduced |
| State of Alaska, Department of Revenue | 93,166 | $14.5M | 0.18% | −3,870−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 94,013 | $14.7M | 0.20% | −18,043−16.1% | Reduced |
| Brinker Capital Investments, LLC | 94,406 | $14.7M | 0.18% | −3,880−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 94,406 | $14.7M | 0.18% | −3,880−3.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 95,058 | $14.8M | 0.27% | −974−1.0% | Reduced |
| Bartlett & Co. LLC | 95,058 | $14.8M | 0.27% | −974−1.0% | Reduced |
| Osher Van de Voorde Investment Management | 95,447 | $14.9M | 3.73% | +2,150+2.3% | Added |
| Brookstone Capital Management | 97,882 | $14.9M | 0.33% | −1,603−1.6% | Reduced |
| Verity & Verity, LLC | 95,902 | $14.9M | 1.87% | +3,795+4.1% | Added |
| Southern Capital Advisors, LLC | 96,274 | $15.0M | 12.48% | +1,856+2.0% | Added |
| Blue Chip Partners, Inc. | 96,854 | $15.1M | 1.80% | +2,632+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 97,467 | $15.2M | 0.14% | +97,467 | New |
| Birch Hill Investment Advisors LLC | 97,605 | $15.2M | 0.91% | −9,501−8.9% | Reduced |
| Janney Capital Management LLC | 97,815 | $15.2M | 1.17% | +6,727+7.4% | Added |
| Achmea Investment Management B.V. | 98,288 | $15.3M | 0.33% | −33,971−25.7% | Reduced |