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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 1,169 | $182.2K | 0.10% | −8−0.7% | Reduced |
| CNB Bank | 1,174 | $183.0K | 0.11% | −234−16.6% | Reduced |
| Larson Financial Group LLC | 1,178 | $183.5K | 0.02% | +459+63.8% | Added |
| Trust Co | 1,199 | $186.9K | 0.03% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,203 | $187.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,205 | $188.0K | 0.03% | +55+4.8% | Added |
| Baystate Wealth Management LLC | 1,213 | $189.1K | 0.02% | +75+6.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,237 | $192.8K | 0.01% | −44−3.4% | Reduced |
| Rise Advisors, LLC | 1,244 | $194.0K | 0.15% | +419+50.8% | Added |
| Sound Income Strategies, LLC | 1,254 | $195.5K | 0.02% | +2+0.2% | Added |
| Glass Jacobson Investment Advisors llc | 1,255 | $195.6K | 0.09% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,267 | $197.5K | 0.11% | −25−1.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,280 | $199.5K | 0.10% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,285 | $200.3K | 0.13% | −389−23.2% | Reduced |
| Madison Wealth Partners, Inc | 1,286 | $200.5K | 0.10% | +19+1.5% | Added |
| Goelzer Investment Management, Inc. | 1,287 | $200.6K | 0.01% | −385−23.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,288 | $200.8K | 0.04% | −20−1.5% | Reduced |
| Derbend Asset Management | 1,292 | $201.3K | 0.14% | −281−17.9% | Reduced |
| Roman Butler Fullerton & Co | 1,302 | $201.9K | 0.10% | +8+0.6% | Added |
| Aurora Private Wealth, Inc. | 1,293 | $202.0K | 0.22% | +78+6.4% | Added |
| West Family Investments, Inc. | 1,296 | $202.0K | 0.07% | +1,296 | New |
| Quad-Cities Investment Group, LLC | 1,298 | $202.3K | 0.14% | +3+0.2% | Added |
| Pinnacle Bancorp, Inc. | 1,300 | $202.6K | 0.07% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,305 | $203.0K | 0.02% | +111+9.3% | Added |
| Aua Capital Management, LLC | 1,303 | $203.1K | 0.15% | +106+8.9% | Added |
| Providence Wealth Advisors, LLC | 1,318 | $203.6K | 0.23% | −71−5.1% | Reduced |
| Key Financial Inc | 1,311 | $204.3K | 0.07% | 00.0% | Unchanged |
| Cutler Group LP | 1,319 | $205.0K | 0.03% | +1,319 | New |
| Essex LLC | 1,317 | $205.2K | 0.06% | +1+0.1% | Added |
| Advisory Alpha, LLC | 1,322 | $206.1K | 0.01% | +134+11.3% | Added |
| NBW Capital LLC | 1,324 | $206.4K | 0.05% | +5+0.4% | Added |
| Q Capital Solutions | 1,325 | $206.5K | 0.22% | −3,050−69.7% | Reduced |
| Hudock, Inc. | 1,325 | $206.7K | 0.05% | +6+0.5% | Added |
| Gryphon Financial Partners LLC | 1,327 | $206.8K | 0.05% | +78+6.2% | Added |
| HCR Wealth Advisors | 1,328 | $207.0K | 0.05% | +1,328 | New |
| CWS Financial Advisors, LLC | 1,329 | $207.2K | 0.08% | −100−7.0% | Reduced |
| Tandem Investment Advisors, Inc. | 1,333 | $207.8K | 0.01% | +1,333 | New |
| Osborne Partners Capital Management, LLC | 1,339 | $208.7K | 0.02% | −175−11.6% | Reduced |
| Fermata Advisors, LLC | 1,338 | $209.0K | 0.06% | +1,338 | New |
| Wedge Capital Management L L P | 1,344 | $209.5K | 0.00% | +7+0.5% | Added |
| Mezzasalma Advisors, LLC | 1,345 | $209.6K | 0.13% | −68−4.8% | Reduced |
| Auxano Advisors, LLC | 1,346 | $209.8K | 0.09% | −17−1.2% | Reduced |
| Clear Creek Financial Management, LLC | 1,347 | $209.9K | 0.04% | +20+1.5% | Added |
| SRS Capital Advisors, Inc. | 1,349 | $210.3K | 0.03% | −23−1.7% | Reduced |
| Regents of the University of California | 1,350 | $210.4K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,350 | $210.4K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,353 | $210.9K | 0.09% | −5,950−81.5% | Reduced |
| Wealth Effects LLC | 1,358 | $211.7K | 0.10% | +30+2.3% | Added |
| LWM Advisory Services, LLC | 1,368 | $213.2K | 0.23% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,369 | $213.4K | 0.07% | −186−12.0% | Reduced |
| ERn Financial, LLC | 1,372 | $213.9K | 0.05% | −174−11.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,379 | $214.9K | 0.05% | −81−5.5% | Reduced |
| Perfromance Wealth Partners, LLC | 1,380 | $215.1K | 0.01% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,383 | $215.6K | 0.08% | +49+3.7% | Added |
| Echo Street Capital Management LLC | 1,384 | $215.7K | 0.00% | +1,384 | New |
| Chartwell Investment Partners, LLC | 1,385 | $216.0K | 0.01% | −189−12.0% | Reduced |
| Advus Financial Partners, LLC | 1,386 | $216.0K | 0.08% | −36−2.5% | Reduced |
| Lifestyle Asset Management, Inc. | 1,397 | $217.8K | 0.13% | +117+9.1% | Added |
| LBMC Investment Advisors, LLC | 1,419 | $218.2K | 0.02% | +33+2.4% | Added |
| Bedel Financial Consulting, Inc. | 1,400 | $218.2K | 0.04% | +3+0.2% | Added |
| Bedel Financial Consulting Inc | 1,400 | $218.2K | 0.04% | +1,400 | New |
| Fort Sheridan Advisors LLC | 1,400 | $218.2K | 0.05% | −250−15.2% | Reduced |
| Level Financial Advisors, Inc. | 1,400 | $218.2K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,407 | $219.0K | 0.04% | −477−25.3% | Reduced |
| Clark Asset Management, LLC | 1,406 | $219.2K | 0.09% | +1,406 | New |
| EPG Wealth Management LLC | 1,406 | $219.2K | 0.07% | −61−4.2% | Reduced |
| Diversified, LLC | 1,410 | $219.8K | 0.06% | +61+4.5% | Added |
| Aire Advisors, LLC | 1,414 | $220.7K | 0.06% | −142−9.1% | Reduced |
| OneAscent Financial Services LLC | 1,420 | $221.0K | 0.06% | +1,420 | New |
| TCI Wealth Advisors, Inc. | 1,421 | $221.6K | 0.03% | −77−5.1% | Reduced |
| Journey Advisory Group, LLC | 1,422 | $221.7K | 0.03% | −568−28.5% | Reduced |
| Tri Locum Partners LP | 1,423 | $221.8K | 0.07% | +1,423 | New |
| Investment Partners, Ltd. | 1,423 | $221.8K | 0.12% | +11+0.8% | Added |
| Trust Co of Kansas | 1,425 | $222.0K | 0.14% | −240−14.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,431 | $223.1K | 0.03% | −21−1.4% | Reduced |
| Abacus Planning Group, Inc. | 1,434 | $223.5K | 0.05% | +22+1.6% | Added |
| Moody Aldrich Partners LLC | 1,442 | $223.8K | 0.04% | +1,442 | New |
| Obsidian Personal Planning Solutions LLC | 1,436 | $223.8K | 0.19% | +96+7.2% | Added |
| Harvey Investment Co LLC | 1,438 | $224.0K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,440 | $224.5K | 0.01% | +1,440 | New |
| Clear Harbor Asset Management, LLC | 1,445 | $225.2K | 0.02% | −139−8.8% | Reduced |
| Horizon Family Wealth, Inc. | 1,445 | $225.3K | 0.22% | +124+9.4% | Added |
| Strategic Advocates LLC | 1,456 | $226.9K | 0.11% | +1,456 | New |
| Keebeck Alpha, LP | 1,459 | $227.4K | 0.22% | +1,459 | New |
| Selective Wealth Management, Inc. | 1,482 | $227.8K | 0.13% | −765−34.0% | Reduced |
| German American Bancorp, Inc. | 1,464 | $228.2K | 0.03% | −7−0.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,468 | $228.8K | 0.15% | +48+3.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,471 | $229.0K | 0.03% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,471 | $229.3K | 0.02% | −3−0.2% | Reduced |
| FourThought Financial Partners, LLC | 1,473 | $229.5K | 0.03% | −208−12.4% | Reduced |
| St Germain D J Co Inc | 1,477 | $230.2K | 0.01% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 1,478 | $230.4K | 0.10% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,486 | $231.7K | 0.04% | +4+0.3% | Added |
| Prostatis Group LLC | 1,335 | $233.1K | 0.11% | +1,335 | New |
| Garrett Investment Advisors LLC | 1,497 | $233.3K | 0.03% | +332+28.5% | Added |
| Rbo & Co LLC | 1,500 | $233.8K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,500 | $233.9K | 0.08% | −66−4.2% | Reduced |
| First Heartland Consultants, Inc. | 1,501 | $234.0K | 0.03% | −440−22.7% | Reduced |
| Hall Laurie J Trustee | 1,510 | $234.0K | 0.10% | +60+4.1% | Added |
| Gillespie Robinson & Grimm Inc | 1,504 | $234.4K | 0.02% | −150−9.1% | Reduced |