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; 2,148 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 | 2,148 | $57.3B |
| Q1 2026 | 2,121 | $49.4B |
| Q4 2025 | 2,126 | $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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 472,019 | $73.6M | 0.38% | +464,962+6,588.7% | Added |
| D. E. Shaw & Co., Inc. | 475,018 | $74.0M | 0.12% | +186,820+64.8% | Added |
| Manchester Capital Management LLC | 488,592 | $76.2M | 11.30% | −47,126−8.8% | Reduced |
| Empower Advisory Group, LLC | 499,448 | $77.8M | 0.34% | −30,137−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 506,630 | $79.0M | 0.16% | +996+0.2% | Added |
| Great West Life Assurance Co | 531,690 | $82.9M | 0.20% | +28,422+5.6% | Added |
| Hamlin Capital Management, LLC | 536,677 | $83.7M | 2.88% | −51,124−8.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 539,604 | $84.1M | 0.21% | −40,196−6.9% | Reduced |
| First Trust Advisors LP | 557,386 | $86.9M | 0.10% | −905,984−61.9% | Reduced |
| Sarasin & Partners LLP | 560,785 | $87.4M | 1.09% | +105,030+23.0% | Added |
| Janney Montgomery Scott LLC | 564,694 | $88.0M | 0.33% | −13,775−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 596,237 | $92.9M | 0.31% | +529,175+789.1% | Added |
| Manufacturers Life Insurance Company, The | 599,534 | $93.4M | 0.05% | +65,122+12.2% | Added |
| Korea Investment CORP | 605,443 | $94.4M | 0.28% | +82,901+15.9% | Added |
| Qube Research & Technologies Ltd | 629,937 | $98.2M | 0.29% | +629,937 | New |
| Prudential Financial Inc | 638,285 | $99.5M | 0.16% | −33,603−5.0% | Reduced |
| CI Private Wealth, LLC | 644,372 | $100.4M | 0.23% | −2,015−0.3% | Reduced |
| BBR Partners, LLC | 645,979 | $100.7M | 11.33% | −31,685−4.7% | Reduced |
| Thrivent Financial for Lutherans | 656,788 | $102.4M | 0.24% | −5,487−0.8% | Reduced |
| Voya Investment Management LLC | 660,582 | $103.0M | 0.11% | +847+0.1% | Added |
| Boston Trust Walden Corp | 668,671 | $104.2M | 0.87% | +1,971+0.3% | Added |
| AXA S.A. | 674,287 | $105.1M | 0.37% | +51,286+8.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 674,421 | $105.1M | 0.21% | +51,199+8.2% | Added |
| Crawford Investment Counsel Inc | 681,672 | $106.3M | 2.30% | +1,349+0.2% | Added |
| Davenport & Co LLC | 685,701 | $106.8M | 0.82% | −9,179−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 709,100 | $110.5M | 0.25% | +102,000+16.8% | Added |
| State Board of Administration of Florida Retirement System | 710,421 | $110.7M | 0.26% | −40,980−5.5% | Reduced |
| Baird Financial Group, Inc. | 719,063 | $112.1M | 0.31% | −10,653−1.5% | Reduced |
| Victory Capital Management Inc | 731,691 | $114.0M | 0.13% | −13,546−1.8% | Reduced |
| Baillie Gifford & Co | 733,553 | $114.3M | 0.10% | −12,265−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 751,890 | $117.2M | 0.21% | −559−0.1% | Reduced |
| New York State Teachers Retirement System | 754,049 | $117.5M | 0.28% | −33,007−4.2% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 755,089 | $117.7M | 0.30% | +14,400+1.9% | Added |
| Penserra Capital Management LLC | 764,064 | $119.1M | 2.46% | +90,058+13.4% | Added |
| Accredited Investors Inc. | 784,749 | $122.3M | 9.17% | 00.0% | Unchanged |
| Haverford Trust Co | 791,423 | $123.4M | 1.50% | −238,973−23.2% | Reduced |
| Cullen Capital Management LLC | 800,081 | $124.7M | 1.46% | −24,747−3.0% | Reduced |
| Nordea Investment Management AB | 811,106 | $127.3M | 0.18% | +138,451+20.6% | Added |
| Alliancebernstein L.P. | 817,730 | $127.5M | 0.05% | −43,334−5.0% | Reduced |
| Mariner, LLC | 848,469 | $132.3M | 0.35% | +56,601+7.1% | Added |
| Citadel Advisors LLC | 859,938 | $134.0M | 0.14% | −9,353−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 873,229 | $136.1M | 5.71% | +183,401+26.6% | Added |
| Principal Financial Group Inc | 874,474 | $136.3M | 0.10% | −4,120−0.5% | Reduced |
| Citigroup Inc | 880,052 | $137.2M | 0.20% | +281,855+47.1% | Added |
| Coho Partners, Ltd. | 884,783 | $137.9M | 2.94% | −132,278−13.0% | Reduced |
| Merit Financial Group, LLC | 890,906 | $138.9M | 4.55% | +17,436+2.0% | Added |
| Bank of Montreal | 880,141 | $141.6M | 0.08% | +21,989+2.6% | Added |
| US Bancorp | 1,281,273 | $143.1M | 0.23% | +487,538+61.4% | Added |
| Marshall Wace, LLP | 972,245 | $151.5M | 0.33% | +938,718+2,799.9% | Added |
| New York State Common Retirement Fund | 1,057,944 | $164.9M | 0.24% | −72,732−6.4% | Reduced |
| National Pension Service | 1,109,121 | $168.5M | 0.27% | +34,051+3.2% | Added |
| LPL Financial LLC | 1,089,886 | $169.9M | 0.12% | +90,618+9.1% | Added |
| Bahl & Gaynor Inc | 1,101,317 | $171.7M | 1.10% | −43,579−3.8% | Reduced |
| California State Teachers Retirement System | 1,150,385 | $179.3M | 0.28% | −48,616−4.1% | Reduced |
| HSBC Holdings PLC | 1,159,406 | $180.8M | 0.20% | −35,608−3.0% | Reduced |
| HighTower Advisors, LLC | 1,230,404 | $191.8M | 0.36% | +6,111+0.5% | Added |
| Stifel Financial Corp | 1,317,155 | $205.3M | 0.29% | +46,891+3.7% | Added |
| Massachusetts Financial Services Co | 1,380,746 | $215.2M | 0.08% | −2,617,743−65.5% | Reduced |
| Rhumbline Advisers | 1,389,579 | $216.6M | 0.25% | +3,376+0.2% | Added |
| The PNC Financial Services Group, Inc. | 1,396,944 | $217.7M | 0.19% | +18,129+1.3% | Added |
| Capital International Investors | 1,496,185 | $233.2M | 0.06% | +1960.0% | Added |
| Truist Financial Corp | 1,568,244 | $244.4M | 0.41% | +55,172+3.6% | Added |
| Credit Suisse AG | 1,673,462 | $260.8M | 0.27% | −168,712−9.2% | Reduced |
| London Co of Virginia | 1,737,300 | $270.8M | 1.62% | −71,363−3.9% | Reduced |
| FineMark National Bank & Trust | 1,739,153 | $271.1M | 11.79% | +10,968+0.6% | Added |
| Deutsche Bank AG | 1,782,540 | $277.8M | 0.18% | −83,483−4.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,873,121 | $292.0M | 0.24% | −70,604−3.6% | Reduced |
| Barclays PLC | 1,913,684 | $298.3M | 0.19% | +363,402+23.4% | Added |
| Federated Hermes, Inc. | 1,957,792 | $305.2M | 0.81% | −44,540−2.2% | Reduced |
| Envestnet Asset Management Inc | 2,026,255 | $315.8M | 0.14% | +541,163+36.4% | Added |
| Capital Wealth Planning, LLC | 2,199,818 | $342.9M | 4.22% | +281,873+14.7% | Added |
| California Public Employees Retirement System | 2,315,416 | $360.9M | 0.31% | +42,409+1.9% | Added |
| Swiss National Bank | 2,331,200 | $363.4M | 0.29% | −281,100−10.8% | Reduced |
| Amundi | 2,349,819 | $364.6M | 0.18% | −126,200−5.1% | Reduced |
| American Century Companies Inc | 2,433,087 | $379.2M | 0.29% | +532,934+28.0% | Added |
| Raymond James & Associates | 2,655,172 | $413.9M | 0.35% | −85,160−3.1% | Reduced |
| Royal Bank of Canada | 2,706,159 | $421.8M | 0.12% | −341,629−11.2% | Reduced |
| Primecap Management Co | 2,914,391 | $454.3M | 0.38% | −15,700−0.5% | Reduced |
| Dimensional Fund Advisors LP | 3,476,144 | $541.8M | 0.18% | +49,294+1.4% | Added |
| Nuveen Asset Management, LLC | 3,673,724 | $572.6M | 0.20% | −6570.0% | Reduced |
| Capital World Investors | 3,698,089 | $576.4M | 0.11% | −925,171−20.0% | Reduced |
| UBS Asset Management Americas Inc | 3,711,636 | $578.5M | 0.26% | +487,559+15.1% | Added |
| Goldman Sachs Group Inc | 4,076,077 | $635.3M | 0.16% | +462,633+12.8% | Added |
| Janus Henderson Group PLC | 4,261,260 | $664.2M | 0.43% | −2,195,832−34.0% | Reduced |
| Legal & General Group Plc | 4,313,784 | $672.4M | 0.23% | −230,075−5.1% | Reduced |
| Price T Rowe Associates Inc | 4,332,580 | $675.3M | 0.10% | −805,109−15.7% | Reduced |
| Capital Research Global Investors | 4,589,680 | $715.4M | 0.20% | −235,359−4.9% | Reduced |
| UBS Group AG | 4,903,684 | $764.3M | 0.35% | −428,514−8.0% | Reduced |
| Clearbridge Investments, LLC | 5,795,005 | $903.3M | 0.87% | −355,333−5.8% | Reduced |
| Invesco Ltd. | 6,286,407 | $979.9M | 0.26% | −814,137−11.5% | Reduced |
| Bank of New York Mellon Corp | 6,456,594 | $1.01B | 0.22% | +142,546+2.3% | Added |
| Morgan Stanley | 6,548,962 | $1.02B | 0.10% | −738,852−10.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 6,660,484 | $1.04B | 4.21% | +5,771,294+649.1% | Added |
| Norges Bank | 7,290,722 | $1.14B | 0.23% | −20,483−0.3% | Reduced |
| Wells Fargo & Company | 7,368,258 | $1.15B | 0.36% | −119,675−1.6% | Reduced |
| Ameriprise Financial Inc | 7,585,045 | $1.18B | 0.39% | −1,035,395−12.0% | Reduced |
| Northern Trust Corp | 8,411,989 | $1.31B | 0.25% | +31,533+0.4% | Added |
| Franklin Resources Inc | 8,626,738 | $1.34B | 0.68% | +886,369+11.5% | Added |
| Wellington Management Group LLP | 9,677,202 | $1.51B | 0.30% | +2,331,875+31.7% | Added |
| FMR LLC | 11,076,971 | $1.73B | 0.15% | −3,070,797−21.7% | Reduced |