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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 98,854 | $15.4M | 0.24% | −19,971−16.8% | Reduced |
| Harvest Portfolios Group Inc. | 100,017 | $15.6M | 0.74% | +1,451+1.5% | Added |
| 1832 Asset Management L.P. | 100,782 | $15.7M | 0.03% | +28,515+39.5% | Added |
| Mutual of America Capital Management LLC | 101,291 | $15.8M | 0.19% | −3,047−2.9% | Reduced |
| Godsey & Gibb Associates | 101,616 | $15.8M | 1.94% | +2,598+2.6% | Added |
| Kestra Advisory Services, LLC | 103,248 | $16.1M | 0.16% | −22,068−17.6% | Reduced |
| Financial Counselors Inc | 104,702 | $16.3M | 0.33% | −1,027−1.0% | Reduced |
| Everett Harris & Co | 104,727 | $16.3M | 0.25% | −1,627−1.5% | Reduced |
| ProShare Advisors LLC | 104,834 | $16.3M | 0.05% | −8,058−7.1% | Reduced |
| Fisher Asset Management, LLC | 105,769 | $16.5M | 0.01% | +13,786+15.0% | Added |
| Mayar Capital Ltd. | 105,827 | $16.5M | 14.08% | +24,594+30.3% | Added |
| Deprince Race & Zollo Inc | 106,314 | $16.6M | 0.40% | −2,622−2.4% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $16.6M | 0.46% | 00.0% | Unchanged |
| Nomura Holdings Inc | 107,124 | $16.7M | 0.18% | +103,218+2,642.5% | Added |
| GTS Securities LLC | 107,130 | $16.7M | 0.35% | +103,437+2,800.9% | Added |
| Neuberger Berman Group LLC | 107,164 | $16.7M | 0.02% | +17,093+19.0% | Added |
| Stewart & Patten Co LLC | 107,587 | $16.8M | 2.91% | +2,194+2.1% | Added |
| Jennison Associates LLC | 108,064 | $16.8M | 0.01% | +1,296+1.2% | Added |
| Grimes & Company, Inc. | 108,743 | $16.9M | 0.66% | +4,125+3.9% | Added |
| Yousif Capital Management, LLC | 108,865 | $17.0M | 0.22% | −3,667−3.3% | Reduced |
| Marco Investment Management LLC | 108,961 | $17.0M | 1.95% | +526+0.5% | Added |
| Public Employees Retirement Association of Colorado | 109,877 | $17.1M | 0.09% | −3,360−3.0% | Reduced |
| AE Wealth Management LLC | 111,290 | $17.3M | 0.10% | +9,717+9.6% | Added |
| New York Life Investment Management LLC | 112,470 | $17.5M | 0.19% | −883−0.8% | Reduced |
| Pinnacle Associates Ltd | 113,106 | $17.6M | 0.33% | +7,386+7.0% | Added |
| Marcum Wealth, LLC | 114,012 | $17.8M | 2.14% | −482−0.4% | Reduced |
| GWM Advisors LLC | 114,371 | $17.8M | 0.20% | −150,396−56.8% | Reduced |
| Wade G W & Inc | 116,701 | $18.2M | 0.68% | +1,215+1.1% | Added |
| Washington Trust Advisors, Inc. | 116,982 | $18.2M | 1.87% | −964−0.8% | Reduced |
| Alpha Cubed Investments, LLC | 117,172 | $18.3M | 1.23% | −14,116−10.8% | Reduced |
| Synovus Financial Corp | 117,933 | $18.4M | 0.21% | −1,913−1.6% | Reduced |
| Scotia Capital Inc. | 118,128 | $18.4M | 0.13% | −2,527−2.1% | Reduced |
| Oakview Capital Management, L.P. | 119,392 | $18.6M | 8.24% | −2,855−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 120,282 | $18.7M | 0.48% | +1,934+1.6% | Added |
| Capula Management Ltd | 120,922 | $18.8M | 1.23% | +118,242+4,412.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 120,947 | $18.9M | 0.09% | +3,245+2.8% | Added |
| Allspring Global Investments Holdings, LLC | 121,015 | $18.9M | 0.03% | −90,033−42.7% | Reduced |
| Xponance, Inc. | 122,770 | $19.1M | 0.26% | +256+0.2% | Added |
| Prio Wealth Limited Partnership | 123,155 | $19.2M | 0.74% | −4,368−3.4% | Reduced |
| First Long Island Investors, LLC | 123,221 | $19.2M | 1.86% | −500.0% | Reduced |
| Factory Mutual Insurance Co | 123,700 | $19.3M | 0.27% | 00.0% | Unchanged |
| Utah Retirement Systems | 124,718 | $19.4M | 0.28% | +400+0.3% | Added |
| Stock Yards Bank & Trust Co | 125,215 | $19.5M | 0.75% | −1,224−1.0% | Reduced |
| Allianz Asset Management GmbH | 125,790 | $19.6M | 0.04% | +9,675+8.3% | Added |
| Czech National Bank | 126,414 | $19.7M | 0.31% | +40,583+47.3% | Added |
| Van Eck Associates Corp | 127,544 | $19.9M | 0.04% | +18,856+17.3% | Added |
| Madison Asset Management, LLC | 129,107 | $20.1M | 0.30% | −9,095−6.6% | Reduced |
| Donald L. Hagan, LLC | 130,182 | $20.3M | 12.18% | −72−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 130,386 | $20.3M | 0.47% | +10,766+9.0% | Added |
| Daymark Wealth Partners, LLC | 131,270 | $20.5M | 1.41% | +11,838+9.9% | Added |
| Modera Wealth Management, LLC | 131,635 | $20.5M | 0.39% | −3,146−2.3% | Reduced |
| Calamos Advisors LLC | 131,897 | $20.6M | 0.11% | +120+0.1% | Added |
| QRG Capital Management, Inc. | 132,763 | $20.7M | 0.36% | +132,763 | New |
| Varma Mutual Pension Insurance Co | 134,301 | $20.9M | 0.25% | +62,000+85.8% | Added |
| Bank of Nova Scotia | 135,704 | $21.2M | 0.06% | +71,616+111.7% | Added |
| HAP Trading, LLC | 135,838 | $21.2M | 5.24% | +135,838 | New |
| RSM US Wealth Management LLC | 136,437 | $21.3M | 0.75% | +3,851+2.9% | Added |
| CIBC Asset Management Inc | 139,388 | $21.7M | 0.09% | −3,221−2.3% | Reduced |
| Clarkston Capital Partners, LLC | 139,825 | $21.8M | 0.43% | −1,425−1.0% | Reduced |
| Stephens Inc | 141,829 | $22.1M | 0.42% | +4,541+3.3% | Added |
| IFM Investors Pty Ltd | 142,528 | $22.2M | 0.29% | +4,133+3.0% | Added |
| Waters Parkerson & Co., LLC | 143,685 | $22.4M | 1.34% | +255+0.2% | Added |
| Eisler Capital (UK) Ltd. | 144,718 | $22.6M | 0.99% | +144,718 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 145,427 | $22.7M | 0.19% | +19,023+15.0% | Added |
| Parallax Volatility Advisers, L.P. | 147,343 | $23.0M | 0.81% | +147,343 | New |
| KCM Investment Advisors LLC | 149,919 | $23.4M | 1.01% | −3,571−2.3% | Reduced |
| Texas Permanent School Fund | 149,944 | $23.4M | 0.23% | −2,492−1.6% | Reduced |
| Umb Bank N A | 150,591 | $23.5M | 0.38% | −7,280−4.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 153,341 | $23.9M | 0.32% | −2,700−1.7% | Reduced |
| First Manhattan Co | 153,554 | $23.9M | 0.09% | −5,133−3.2% | Reduced |
| Natixis Advisors, L.P. | 153,625 | $23.9M | 0.07% | −96,872−38.7% | Reduced |
| Marathon Asset Mgmt Ltd | 154,781 | $24.1M | 0.75% | −8,120−5.0% | Reduced |
| Axxcess Wealth Management, LLC | 156,082 | $24.3M | 0.83% | −29,170−15.7% | Reduced |
| MML Investors Services, LLC | 156,097 | $24.3M | 0.13% | +3,960+2.6% | Added |
| Klingenstein Fields & Co LP | 157,003 | $24.5M | 1.19% | −1,694−1.1% | Reduced |
| CIBC Private Wealth Group, LLC | 158,079 | $24.6M | 0.06% | −4,047−2.5% | Reduced |
| Teacher Retirement System of Texas | 158,806 | $24.8M | 0.16% | −6,704−4.1% | Reduced |
| Professional Advisory Services Inc | 159,432 | $24.9M | 4.09% | +16,546+11.6% | Added |
| Brown Advisory Inc | 159,527 | $24.9M | 0.04% | −10,885−6.4% | Reduced |
| Vontobel Holding Ltd. | 159,545 | $24.9M | 0.23% | +1,734+1.1% | Added |
| AQR Capital Management LLC | 160,838 | $25.0M | 0.05% | +49,356+44.3% | Added |
| Sabal Trust CO | 160,890 | $25.1M | 1.68% | −791−0.5% | Reduced |
| Retirement Systems of Alabama | 163,540 | $25.5M | 0.12% | −1,185−0.7% | Reduced |
| Mercer Global Advisors Inc | 163,799 | $25.5M | 0.10% | −4,259−2.5% | Reduced |
| Westshore Wealth, LLC | 165,023 | $25.7M | 14.29% | 00.0% | Unchanged |
| Fifth Third Bancorp | 165,226 | $25.8M | 0.12% | −32,736−16.5% | Reduced |
| Nexus Investment Management ULC | 169,905 | $26.5M | 2.99% | −775−0.5% | Reduced |
| Aquatic Capital Management LLC | 170,800 | $26.6M | 1.11% | +158,400+1,277.4% | Added |
| Jamison Private Wealth Management, Inc. | 172,993 | $27.0M | 5.58% | +172,993 | New |
| DnB Asset Management AS | 173,355 | $27.0M | 0.16% | −2,200−1.3% | Reduced |
| Keybank National Association | 174,085 | $27.1M | 0.13% | −5,034−2.8% | Reduced |
| Zacks Investment Management | 175,030 | $27.3M | 0.35% | +171,174+4,439.2% | Added |
| Dearborn Partners LLC | 176,745 | $27.5M | 1.08% | −600−0.3% | Reduced |
| Alps Advisors Inc | 176,976 | $27.6M | 0.23% | −42,806−19.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 181,302 | $28.3M | 0.19% | −97,505−35.0% | Reduced |
| Delta Asset Management LLC | 182,021 | $28.4M | 2.96% | +2,378+1.3% | Added |
| Miller Howard Investments Inc | 182,326 | $28.4M | 1.04% | −127,302−41.1% | Reduced |
| Raymond James Trust N.A. | 183,341 | $28.6M | 0.85% | −2,165−1.2% | Reduced |
| Forsta Ap-Fonden | 185,100 | $28.9M | 0.32% | +1,900+1.0% | Added |
| Millennium Management LLC | 185,257 | $28.9M | 0.03% | −297,970−61.7% | Reduced |