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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 1,854 | $289.0K | 0.03% | +18+1.0% | Added |
| Platform Technology Partners | 1,857 | $289.5K | 0.14% | −33−1.7% | Reduced |
| Wealth Management Associates, Inc. | 1,858 | $289.6K | 0.17% | −52−2.7% | Reduced |
| TRUE Private Wealth Advisors | 1,861 | $290.1K | 0.04% | −493−20.9% | Reduced |
| Vinva Investment Management Ltd | 1,871 | $290.9K | 0.03% | −400−17.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,879 | $292.0K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $296.2K | 0.17% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,901 | $296.3K | 0.04% | −97−4.9% | Reduced |
| Staley Capital Advisers Inc | 1,904 | $296.8K | 0.02% | +14+0.7% | Added |
| Schrum Private Wealth Management LLC | 1,905 | $296.9K | 0.34% | +5+0.3% | Added |
| Sittner & Nelson, LLC | 1,907 | $297.2K | 0.17% | −102−5.1% | Reduced |
| Aspiriant, LLC | 1,907 | $297.2K | 0.02% | +296+18.4% | Added |
| McIlrath & Eck, LLC | 1,913 | $298.2K | 0.06% | −77−3.9% | Reduced |
| Vista Capital Partners, Inc. | 1,920 | $299.3K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 1,929 | $300.7K | 0.18% | −221−10.3% | Reduced |
| HBW Advisory Services LLC | 1,929 | $301.0K | 0.06% | +295+18.1% | Added |
| Bank Ozk | 1,937 | $301.9K | 0.17% | −178−8.4% | Reduced |
| Gateway Advisory, LLC | 1,944 | $303.0K | 0.06% | +1,944 | New |
| Mission Creek Capital Partners, Inc. | 1,947 | $303.5K | 0.10% | −285−12.8% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $304.7K | 0.21% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,958 | $305.0K | 0.10% | −20−1.0% | Reduced |
| Thrive Capital Management, LLC | 1,958 | $305.3K | 0.17% | +124+6.8% | Added |
| PFS Partners, LLC | 1,964 | $306.1K | 0.27% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,979 | $308.5K | 0.03% | −747−27.4% | Reduced |
| Gilman Hill Asset Management, LLC | 1,983 | $309.1K | 0.06% | −35−1.7% | Reduced |
| Horan Securities, Inc. | 1,985 | $309.4K | 0.16% | −8,569−81.2% | Reduced |
| West Bancorporation Inc | 1,987 | $309.7K | 0.22% | +12+0.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $310.2K | 0.08% | +1,995 | New |
| Spotlight Asset Group, Inc. | 1,994 | $310.8K | 0.28% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,994 | $310.8K | 0.14% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,999 | $311.5K | 0.22% | −183−8.4% | Reduced |
| Rice Partnership, LLC | 2,000 | $311.7K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,006 | $312.7K | 0.32% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,010 | $313.3K | 0.36% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,012 | $313.6K | 0.04% | 00.0% | Unchanged |
| First Western Trust Bank | 2,016 | $314.2K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,019 | $314.7K | 0.04% | +683+51.1% | Added |
| Enterprise Financial Services Corp | 2,020 | $314.9K | 0.22% | −103−4.9% | Reduced |
| Darrow Company, Inc. | 2,025 | $315.7K | 0.28% | +3+0.1% | Added |
| Howe & Rusling Inc | 2,032 | $316.8K | 0.04% | +4+0.2% | Added |
| Benedict Financial Advisors Inc | 2,032 | $316.8K | 0.09% | +13+0.6% | Added |
| Texas Capital Bancshares Inc | 2,036 | $317.4K | 0.18% | −8−0.4% | Reduced |
| Red Wave Investments LLC | 2,036 | $317.4K | 0.14% | −2−0.1% | Reduced |
| N.E.W. Advisory Services LLC | 2,042 | $318.4K | 0.05% | +163+8.7% | Added |
| CVA Family Office, LLC | 2,043 | $318.4K | 0.07% | −232−10.2% | Reduced |
| Merriman Wealth Management, LLC | 2,045 | $318.8K | 0.02% | +46+2.3% | Added |
| Evoke Wealth, LLC | 2,047 | $319.1K | 0.01% | +82+4.2% | Added |
| Buffington Mohr McNeal | 2,051 | $319.7K | 0.07% | −13−0.6% | Reduced |
| Oak Asset Management, LLC | 2,051 | $319.7K | 0.14% | +148+7.8% | Added |
| Clarus Group, Inc. | 2,053 | $320.0K | 0.23% | −150−6.8% | Reduced |
| Forza Wealth Management, LLC | 2,057 | $320.6K | 0.17% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 2,061 | $321.2K | 0.05% | +17+0.8% | Added |
| SignalPoint Asset Management, LLC | 2,063 | $321.5K | 0.10% | −576−21.8% | Reduced |
| Beaton Management Co. Inc. | 2,067 | $322.0K | 0.21% | +24+1.2% | Added |
| Alera Investment Advisors, LLC | 2,069 | $322.5K | 0.05% | −197−8.7% | Reduced |
| AlphaMark Advisors, LLC | 2,073 | $323.0K | 0.14% | +481+30.2% | Added |
| Detalus Advisors, LLC | 2,088 | $325.4K | 0.15% | −80−3.7% | Reduced |
| Fulcrum Equity Management | 2,091 | $325.9K | 0.38% | +2,091 | New |
| Nebula Research & Development LLC | 2,099 | $327.2K | 0.17% | +2,099 | New |
| Studio Investment Management LLC | 2,104 | $327.9K | 0.09% | +1,329+171.5% | Added |
| Leavell Investment Management, Inc. | 2,105 | $328.0K | 0.02% | −57−2.6% | Reduced |
| CoreFirst Bank & Trust | 2,107 | $328.4K | 0.23% | +10+0.5% | Added |
| Gateway Wealth Partners, LLC | 2,114 | $329.6K | 0.06% | +185+9.6% | Added |
| O'Rourke & Company, Inc | 2,118 | $330.0K | 0.24% | −117−5.2% | Reduced |
| First City Capital Management, Inc. | 2,120 | $330.4K | 0.21% | −30−1.4% | Reduced |
| Cambridge Trust Co | 2,128 | $331.7K | 0.02% | −140−6.2% | Reduced |
| Steel Peak Wealth Management LLC | 2,141 | $333.7K | 0.02% | +129+6.4% | Added |
| Smithfield Trust Co | 2,136 | $334.0K | 0.02% | +218+11.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,144 | $334.2K | 0.15% | +5+0.2% | Added |
| Fidelis Capital Partners, LLC | 2,151 | $335.3K | 0.11% | +200+10.3% | Added |
| Ridgecrest Wealth Partners, LLC | 2,152 | $335.4K | 0.24% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,161 | $336.8K | 0.13% | −57−2.6% | Reduced |
| Salem Investment Counselors Inc | 2,169 | $338.1K | 0.01% | +48+2.3% | Added |
| Secure Asset Management, LLC | 2,172 | $338.6K | 0.10% | +471+27.7% | Added |
| KPP Advisory Services LLC | 2,180 | $339.8K | 0.11% | +2,180 | New |
| Curi Capital | 2,182 | $340.1K | 0.05% | −108−4.7% | Reduced |
| Bank of Nova Scotia Trust Co | 2,190 | $341.4K | 0.04% | −300−12.0% | Reduced |
| Bill Few Associates, Inc. | 2,193 | $341.8K | 0.18% | +150+7.3% | Added |
| Belpointe Asset Management LLC | 2,194 | $342.0K | 0.04% | +230+11.7% | Added |
| Cohen & Steers, Inc. | 2,194 | $342.0K | 0.00% | 00.0% | Unchanged |
| Exchange Bank | 2,195 | $342.1K | 0.33% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,201 | $343.1K | 0.33% | 00.0% | Unchanged |
| GenTrust, LLC | 2,204 | $343.5K | 0.02% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 2,106 | $344.2K | 0.33% | −40−1.9% | Reduced |
| First International Bank & Trust | 2,209 | $344.3K | 0.12% | −1,245−36.0% | Reduced |
| Traphagen Investment Advisors LLC | 2,217 | $345.5K | 0.04% | +81+3.8% | Added |
| Lane & Associates LLC | 2,231 | $347.8K | 0.28% | +16+0.7% | Added |
| Strategy Asset Managers LLC | 2,243 | $349.7K | 0.09% | +287+14.7% | Added |
| Somerset Trust Co | 2,245 | $349.9K | 0.16% | +55+2.5% | Added |
| GW Henssler & Associates Ltd | 2,265 | $353.0K | 0.02% | −8−0.4% | Reduced |
| RMB Capital Management, LLC | 2,269 | $353.7K | 0.01% | +584+34.7% | Added |
| Moreno Evelyn V | 2,270 | $353.8K | 0.08% | +2,270 | New |
| American National Bank | 2,276 | $354.8K | 0.06% | −969−29.9% | Reduced |
| AIA Group Ltd | 2,282 | $355.7K | 0.02% | +2,282 | New |
| BluePath Capital Management, LLC | 2,291 | $357.1K | 0.33% | +2,291 | New |
| Navellier & Associates Inc | 2,292 | $357.3K | 0.06% | −163−6.6% | Reduced |
| 360 Financial, Inc. | 2,311 | $358.4K | 0.22% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,309 | $359.9K | 0.05% | −2,209−48.9% | Reduced |
| Aries Wealth Management | 2,301 | $360.5K | 0.14% | +5+0.2% | Added |
| Great Diamond Partners, LLC | 2,319 | $361.5K | 0.10% | −71−3.0% | Reduced |