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
- 2,210
- −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
- 906 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 266 | $41.3K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 269 | $41.9K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 278 | $43.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 293 | $45.7K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 300 | $46.8K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 302 | $47.1K | 0.02% | +90+42.5% | Added |
| Private Ocean, LLC | 314 | $49.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 316 | $49.3K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 327 | $51.0K | 0.02% | −38−10.4% | Reduced |
| Carolinas Wealth Consulting LLC | 372 | $52.5K | 0.01% | −35−8.6% | Reduced |
| Earnest Partners LLC | 338 | $52.7K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 345 | $53.8K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 347 | $54.1K | 0.04% | +1+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 348 | $54.2K | 0.01% | +10+3.0% | Added |
| Strategic Investment Solutions, Inc. | 315 | $54.5K | 0.00% | +315 | New |
| Flaharty Asset Management, LLC | 352 | $54.9K | 0.01% | +352 | New |
| Wolff Wiese Magana LLC | 352 | $54.9K | 0.04% | −8,171−95.9% | Reduced |
| West Oak Capital, LLC | 362 | $56.0K | 0.03% | −17−4.5% | Reduced |
| Rock Creek Group, LP | 368 | $57.4K | 0.01% | −227−38.2% | Reduced |
| Column Capital Advisors, LLC | 376 | $58.6K | 0.01% | −146−28.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 376 | $59.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 385 | $59.1K | 0.03% | +370+2,466.7% | Added |
| Macroview Investment Management LLC | 384 | $59.9K | 0.08% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 337 | $60.4K | 0.01% | +4+1.2% | Added |
| First Personal Financial Services | 396 | $61.7K | 0.02% | −25−5.9% | Reduced |
| Family CFO Inc | 400 | $62.3K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 404 | $63.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 415 | $64.7K | 0.01% | −25−5.7% | Reduced |
| Addison Advisors LLC | 424 | $66.1K | 0.03% | −479−53.0% | Reduced |
| Pacific Center for Financial Services | 428 | $66.7K | 0.02% | +300+234.4% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $69.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 471 | $73.4K | 0.02% | +6+1.3% | Added |
| Tyler-Stone Wealth Management | 472 | $74.0K | 0.04% | +3+0.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 476 | $74.3K | 0.03% | +476 | New |
| Hanson & Doremus Investment Management | 479 | $75.0K | 0.02% | +50+11.7% | Added |
| Fairfield Financial Advisors, LTD | 482 | $75.1K | 0.03% | −164−25.4% | Reduced |
| TD Capital Management LLC | 495 | $77.2K | 0.01% | +4+0.8% | Added |
| Chilton Capital Management LLC | 503 | $78.4K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 520 | $81.0K | 0.13% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 522 | $81.4K | 0.02% | −35−6.3% | Reduced |
| Atticus Wealth Management, LLC | 525 | $81.8K | 0.03% | +71+15.6% | Added |
| Canton Hathaway, LLC | 530 | $83.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 538 | $83.9K | 0.02% | −1−0.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 550 | $86.0K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 565 | $88.1K | 0.07% | +130+29.9% | Added |
| MCF Advisors LLC | 572 | $89.1K | 0.01% | −268−31.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 584 | $91.0K | 0.05% | +31+5.6% | Added |
| Avalon Trust Co | 603 | $93.9K | 0.01% | −137−18.5% | Reduced |
| One River Asset Management, LLC | 604 | $93.9K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 612 | $95.4K | 0.01% | +8+1.3% | Added |
| General Partner, Inc. | 623 | $97.1K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 640 | $99.8K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 650 | $101.3K | 0.00% | +650 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 655 | $102.1K | 0.00% | 00.0% | Unchanged |
| U S Global Investors Inc | 660 | $102.9K | 0.01% | +53+8.7% | Added |
| Reitz Capital Advisors LLC | 667 | $103.4K | 0.20% | +667 | New |
| Belmont Capital, LLC | 701 | $109.2K | 0.06% | +534+319.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 705 | $109.8K | 0.07% | +3+0.4% | Added |
| Arlington Partners LLC | 706 | $110.0K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 706 | $110.0K | 0.05% | +706 | New |
| MV Capital Management, Inc. | 708 | $110.4K | 0.01% | −276−28.0% | Reduced |
| Institutional & Family Asset Management, LLC | 735 | $114.5K | 0.02% | −228−23.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 743 | $115.8K | 0.06% | +743 | New |
| Paladin Advisory Group, LLC | 747 | $116.5K | 0.10% | +7+0.9% | Added |
| Webster Bank, N. A. | 783 | $122.0K | 0.02% | +135+20.8% | Added |
| Hillsdale Investment Management Inc. | 784 | $122.2K | 0.01% | +410+109.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 795 | $124.0K | 0.10% | −17−2.1% | Reduced |
| Kenfarb & Co. | 800 | $124.7K | 0.11% | 00.0% | Unchanged |
| TSFG, LLC | 816 | $127.0K | 0.05% | +115+16.4% | Added |
| Kapitalo Investimentos Ltda | 819 | $127.7K | 0.02% | +81+11.0% | Added |
| Quent Capital, LLC | 821 | $127.9K | 0.02% | −744−47.5% | Reduced |
| Lee Financial Co | 845 | $131.6K | 0.02% | +5+0.6% | Added |
| Crewe Advisors LLC | 861 | $134.2K | 0.02% | +1+0.1% | Added |
| Operose Advisors LLC | 862 | $134.4K | 0.05% | +544+171.1% | Added |
| RFP Financial Group LLC | 876 | $136.5K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 884 | $137.8K | 0.02% | −16−1.8% | Reduced |
| First Pacific Financial | 890 | $138.7K | 0.06% | +72+8.8% | Added |
| Highlander Capital Management, LLC | 900 | $140.0K | 0.06% | +300+50.0% | Added |
| Edmond de Rothschild Holding S.A. | 900 | $140.3K | 0.00% | −188−17.3% | Reduced |
| Pinnacle Holdings, LLC | 904 | $140.9K | 0.07% | +11+1.2% | Added |
| Covestor Ltd | 904 | $141.0K | 0.11% | +96+11.9% | Added |
| Sutton Wealth Advisors Inc. | 911 | $142.0K | 0.07% | −1−0.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 917 | $142.9K | 0.06% | −75−7.6% | Reduced |
| Westside Investment Management, Inc. | 946 | $147.5K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,001 | $155.0K | 0.01% | +13+1.3% | Added |
| LGT Financial Advisors LLC | 1,000 | $155.9K | 0.20% | +1,000 | New |
| Plante Moran Financial Advisors, LLC | 1,011 | $157.6K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,021 | $158.6K | 0.07% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,034 | $161.2K | 0.05% | +1,034 | New |
| Union Savings Bank | 1,037 | $161.6K | 0.10% | +50+5.1% | Added |
| Global Financial Private Client, LLC | 1,048 | $162.5K | 0.08% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $163.7K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,059 | $165.0K | 0.03% | −73−6.4% | Reduced |
| Eagle Bay Advisors LLC | 1,088 | $169.5K | 0.08% | +225+26.1% | Added |
| HHM Wealth Advisors, LLC | 1,093 | $170.3K | 0.03% | +1+0.1% | Added |
| Harvest Fund Management Co., Ltd | 1,108 | $173.0K | 0.03% | −686−38.2% | Reduced |
| Resurgent Financial Advisors LLC | 1,120 | $174.6K | 0.12% | −128−10.3% | Reduced |
| Beacon Capital Management, LLC | 977 | $175.1K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 1,143 | $178.0K | 0.05% | −30−2.6% | Reduced |
| Atlantic Trust, LLC | 1,164 | $181.4K | 0.06% | +507+77.2% | Added |