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 |
|---|---|---|---|---|---|
| Trinity Financial Advisors LLC | 1,507 | $234.9K | 0.12% | −1,684−52.8% | Reduced |
| Convergence Investment Partners, LLC | 1,506 | $235.0K | 0.14% | −8,640−85.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,509 | $235.0K | 0.18% | −46−3.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,510 | $235.3K | 0.13% | −92−5.7% | Reduced |
| NovaPoint Capital, LLC | 1,515 | $236.1K | 0.09% | −174−10.3% | Reduced |
| Arcadia Wealth Management, LLC | 1,517 | $236.5K | 0.18% | −82−5.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,519 | $236.8K | 0.05% | −287−15.9% | Reduced |
| Plancorp, LLC | 1,521 | $237.1K | 0.01% | +1,521 | New |
| Gyroscope Capital Management Group, LLC | 1,524 | $237.5K | 0.05% | +320+26.6% | Added |
| Tiedemann Advisors, LLC | 1,526 | $237.8K | 0.01% | +1,526 | New |
| Grant/GrossMendelsohn, LLC | 1,527 | $238.0K | 0.10% | 00.0% | Unchanged |
| Maven Securities LTD | 1,527 | $238.0K | 0.03% | +363+31.2% | Added |
| Invictus Private Wealth, LLC | 1,532 | $238.8K | 0.03% | −5−0.3% | Reduced |
| Legacy Financial Group LLC | 1,536 | $239.5K | 0.06% | +1,536 | New |
| Kercheville Advisors, LLC | 1,537 | $239.6K | 0.15% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,539 | $239.9K | 0.07% | −59−3.7% | Reduced |
| Wintrust Investments LLC | 1,538 | $240.0K | 0.03% | +85+5.8% | Added |
| Encompass Wealth Advisors, LLC | 1,542 | $240.4K | 0.08% | −50−3.1% | Reduced |
| LexAurum Advisors, LLC | 1,544 | $240.7K | 0.07% | +1+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,545 | $240.8K | 0.05% | −1,040−40.2% | Reduced |
| Coyle Financial Counsel LLC | 1,545 | $240.9K | 0.10% | +5+0.3% | Added |
| Baker Boyer National Bank | 1,547 | $241.1K | 0.10% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,549 | $241.5K | 0.07% | +1+0.1% | Added |
| Verity Asset Management, Inc. | 1,556 | $242.5K | 0.18% | +78+5.3% | Added |
| Bellevue Asset Management, LLC | 1,558 | $242.9K | 0.16% | −87−5.3% | Reduced |
| Accel Wealth Management | 1,560 | $243.2K | 0.14% | −3−0.2% | Reduced |
| Corundum Trust Company, INC | 1,566 | $244.1K | 0.73% | −6−0.4% | Reduced |
| Boltwood Capital Management | 1,575 | $245.5K | 0.09% | +10+0.6% | Added |
| Creative Financial Designs Inc | 1,582 | $246.6K | 0.03% | +51+3.3% | Added |
| Alpha Financial Partners, LLC | 1,590 | $247.8K | 0.29% | −608−27.7% | Reduced |
| QCM Cayman, Ltd. | 1,590 | $247.8K | 1.61% | +1,590 | New |
| 180 Wealth Advisors, LLC | 1,590 | $247.9K | 0.06% | −77−4.6% | Reduced |
| Tucker Asset Management LLC | 1,592 | $248.2K | 0.07% | +217+15.8% | Added |
| AdvisorNet Financial, Inc | 1,594 | $248.5K | 0.02% | −5,320−76.9% | Reduced |
| Sunburst Financial Group, LLC | 1,595 | $248.5K | 0.09% | −6−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,604 | $250.0K | 0.08% | +60+3.9% | Added |
| Grey Street Capital, LLC | 1,613 | $251.4K | 0.14% | 00.0% | Unchanged |
| Marex Group plc | 1,621 | $252.7K | 0.04% | −1,446−47.1% | Reduced |
| ELCO Management Co., LLC | 1,623 | $253.0K | 0.18% | +268+19.8% | Added |
| Centurion Wealth Management LLC | 1,624 | $253.1K | 0.12% | +190+13.2% | Added |
| Opal Wealth Advisors, LLC | 1,625 | $253.3K | 0.15% | +446+37.8% | Added |
| Woodward Diversified Capital, LLC | 1,628 | $253.9K | 0.18% | +1,628 | New |
| Southland Equity Partners LLC | 1,642 | $255.9K | 0.09% | +74+4.7% | Added |
| Fort, L.P. | 1,646 | $256.6K | 0.71% | +125+8.2% | Added |
| Security National Bank of So Dak | 1,663 | $259.2K | 0.19% | −100−5.7% | Reduced |
| Salomon & Ludwin, LLC | 1,666 | $259.7K | 0.03% | −34−2.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,666 | $259.7K | 0.26% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,880 | $259.8K | 0.06% | −198−9.5% | Reduced |
| Keel Point, LLC | 1,668 | $260.0K | 0.04% | −499−23.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,675 | $261.1K | 0.08% | +345+25.9% | Added |
| Castleview Partners, LLC | 1,677 | $261.4K | 0.24% | +91+5.7% | Added |
| Hamilton Capital, LLC | 1,680 | $261.9K | 0.02% | −179−9.6% | Reduced |
| Rational Advisors LLC | 1,681 | $262.0K | 0.02% | −606−26.5% | Reduced |
| Montag & Caldwell, LLC | 1,682 | $262.2K | 0.03% | 00.0% | Unchanged |
| M. Kraus & Co | 1,684 | $262.5K | 0.09% | −15−0.9% | Reduced |
| Innovis Asset Management LLC | 1,685 | $262.6K | 0.10% | +26+1.6% | Added |
| Peak Planning Group, LLC | 1,688 | $263.2K | 0.21% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,692 | $263.7K | 0.04% | −295−14.8% | Reduced |
| PFG Advisors | 1,694 | $264.1K | 0.02% | −12,948−88.4% | Reduced |
| Rathbone Brothers plc | 1,696 | $264.4K | 0.00% | +1,696 | New |
| Brown, Lisle/Cummings, Inc. | 1,697 | $264.5K | 0.12% | +65+4.0% | Added |
| Semus Wealth Partners LLC | 1,700 | $265.0K | 0.25% | −10−0.6% | Reduced |
| Terry L. Blaker | 1,702 | $265.3K | 0.02% | −11,380−87.0% | Reduced |
| Lodestone Wealth Management LLC | 1,705 | $265.7K | 0.19% | −12−0.7% | Reduced |
| Wellington Shields & Co., LLC | 1,705 | $265.8K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,705 | $266.0K | 0.03% | −313−15.5% | Reduced |
| New Republic Capital, LLC | 1,709 | $266.4K | 0.22% | +455+36.3% | Added |
| Bray Capital Advisors | 1,712 | $266.8K | 0.08% | +9+0.5% | Added |
| WMS Partners, LLC | 1,719 | $267.9K | 0.02% | −18−1.0% | Reduced |
| Aspire Capital Advisors LLC | 1,729 | $269.5K | 0.12% | +14+0.8% | Added |
| MA Private Wealth | 1,731 | $269.9K | 0.06% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,733 | $270.1K | 0.12% | +1,733 | New |
| TNF LLC | 1,777 | $270.2K | 0.13% | −29−1.6% | Reduced |
| Heartland Bank & Trust Co | 1,742 | $271.5K | 0.21% | +17+1.0% | Added |
| Copperwynd Financial, LLC | 1,746 | $272.1K | 0.13% | +1,746 | New |
| Paulson Wealth Management Inc. | 1,748 | $272.5K | 0.10% | +49+2.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,752 | $273.0K | 0.01% | −1,520−46.5% | Reduced |
| Calamos Wealth Management LLC | 1,755 | $273.6K | 0.02% | +1,755 | New |
| Wealth Advisors, Inc. | 1,760 | $274.3K | 0.12% | 00.0% | Unchanged |
| CIC Wealth, LLC | 1,765 | $275.2K | 0.10% | +582+49.2% | Added |
| Evexia Wealth LLC | 1,873 | $275.2K | 0.14% | +1,873 | New |
| Optas, LLC | 1,768 | $275.6K | 0.09% | +1,768 | New |
| HFR Wealth Management, LLC | 1,770 | $276.0K | 0.08% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,771 | $276.1K | 0.17% | +5+0.3% | Added |
| Wellington Shields Capital Management, LLC | 1,778 | $277.2K | 0.04% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,803 | $277.2K | 0.18% | −22−1.2% | Reduced |
| FLC Capital Advisors | 1,791 | $279.2K | 0.08% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,793 | $279.5K | 0.17% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,793 | $279.5K | 0.14% | +2+0.1% | Added |
| Richwood Investment Advisors, LLC | 1,794 | $279.6K | 0.29% | −50−2.7% | Reduced |
| V Wealth Advisors LLC | 1,795 | $279.8K | 0.23% | −5,586−75.7% | Reduced |
| Simplicity Wealth,LLC | 1,795 | $279.8K | 0.16% | +46+2.6% | Added |
| Wealth Management Solutions, LLC | 1,798 | $280.3K | 0.19% | −21−1.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,821 | $283.9K | 0.16% | +65+3.7% | Added |
| Drake & Associates, LLC | 1,828 | $284.9K | 0.13% | −87−4.5% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $286.0K | 0.10% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,839 | $286.6K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 1,840 | $286.8K | 0.22% | +375+25.6% | Added |
| Marshall Financial Group LLC | 1,841 | $287.0K | 0.10% | −4,242−69.7% | Reduced |
| Cahaba Wealth Management, Inc. | 1,853 | $288.8K | 0.03% | −190−9.3% | Reduced |