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 |
|---|---|---|---|---|---|
| Founders Capital Management | 2,325 | $362.4K | 0.28% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,333 | $363.7K | 0.16% | +247+11.8% | Added |
| Etfidea, LLC | 2,334 | $363.8K | 0.15% | +50+2.2% | Added |
| Mystic Asset Management, Inc. | 2,337 | $364.3K | 0.20% | −285−10.9% | Reduced |
| Winthrop Advisory Group LLC | 2,340 | $364.7K | 0.06% | −243−9.4% | Reduced |
| L2 Asset Management, LLC | 299 | $365.6K | 0.18% | −1,890−86.3% | Reduced |
| Hancock Whitney Corp | 2,346 | $365.7K | 0.02% | −763−24.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,349 | $366.1K | 0.14% | −1,288−35.4% | Reduced |
| Cabot Wealth Management Inc | 2,360 | $368.0K | 0.06% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,361 | $368.0K | 0.09% | −373−13.6% | Reduced |
| West Michigan Advisors, LLC | 2,363 | $368.3K | 0.20% | −1,282−35.2% | Reduced |
| Davidson Investment Advisors | 2,368 | $369.1K | 0.02% | +1,000+73.1% | Added |
| Opus Capital Group, LLC | 2,385 | $372.0K | 0.07% | −273−10.3% | Reduced |
| Nicolet Bankshares Inc | 2,387 | $372.1K | 0.11% | −31−1.3% | Reduced |
| BLB&B Advisors, LLC | 2,392 | $372.8K | 0.03% | −28−1.2% | Reduced |
| Perennial Investment Advisors, LLC | 2,393 | $373.1K | 0.07% | −95−3.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,400 | $374.1K | 0.18% | +294+14.0% | Added |
| Redhawk Wealth Advisors, Inc. | 2,405 | $374.9K | 0.12% | +100+4.3% | Added |
| Pictet & Cie (Europe) SA | 2,418 | $376.9K | 0.01% | −303−11.1% | Reduced |
| Allen Capital Group, LLC | 2,432 | $377.2K | 0.07% | +304+14.3% | Added |
| Old Mission Investment Co LLC | 2,425 | $378.0K | 0.15% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,426 | $378.2K | 0.14% | +2,426 | New |
| Jones Financial Companies LLLP | 2,427 | $378.3K | 0.00% | −870−26.4% | Reduced |
| Vanguard Capital Wealth Advisors | 2,434 | $379.5K | 0.35% | +1,107+83.4% | Added |
| Spirit of America Management Corp | 2,450 | $381.9K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,464 | $384.1K | 0.07% | −183−6.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,466 | $384.4K | 0.03% | −41−1.6% | Reduced |
| Walleye Trading LLC | 2,468 | $384.7K | 0.01% | +2,468 | New |
| Founders Capital Management, LLC | 2,473 | $385.5K | 0.09% | 00.0% | Unchanged |
| Allstate Corp | 2,480 | $386.6K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 2,484 | $387.2K | 0.11% | −14−0.6% | Reduced |
| Vertex Planning Partners, LLC | 2,486 | $387.5K | 0.13% | +2,486 | New |
| Stuart Chaussee & Associates, Inc. | 2,487 | $387.6K | 0.13% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,488 | $387.7K | 0.11% | +100+4.2% | Added |
| Cobblestone Capital Advisors LLC | 2,496 | $389.1K | 0.03% | −375−13.1% | Reduced |
| Quantamental Technologies LLC | 2,501 | $389.8K | 0.37% | +237+10.5% | Added |
| Centiva Capital, LP | 2,502 | $390.0K | 0.02% | −4,971−66.5% | Reduced |
| Atlas Brown,Inc. | 2,514 | $391.8K | 0.18% | +4+0.2% | Added |
| Point72 Asset Management, L.P. | 2,514 | $391.9K | 0.00% | +2,514 | New |
| Busey Wealth Management | 2,519 | $392.6K | 0.02% | −576−18.6% | Reduced |
| Silverlake Wealth Management LLC | 2,523 | $393.3K | 0.22% | +87+3.6% | Added |
| Wedmont Private Capital | 2,553 | $394.0K | 0.04% | −1,147−31.0% | Reduced |
| Skba Capital Management LLC | 2,550 | $397.5K | 0.07% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,553 | $398.0K | 0.13% | −13−0.5% | Reduced |
| Austin Asset Management Co Inc | 2,555 | $398.3K | 0.12% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,557 | $398.6K | 0.04% | +353+16.0% | Added |
| Joule Financial, LLC | 2,569 | $400.5K | 0.20% | +1,261+96.4% | Added |
| Pacitti Group Inc. | 2,571 | $400.8K | 0.28% | +2+0.1% | Added |
| Certified Advisory Corp | 23,055 | $401.1K | 0.07% | +20,632+851.5% | Added |
| LMG Wealth Partners, LLC | 2,577 | $401.7K | 0.12% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,581 | $402.3K | 0.06% | +385+17.5% | Added |
| Global Trust Asset Management, LLC | 2,581 | $402.4K | 0.19% | +98+3.9% | Added |
| SFMG, LLC | 2,590 | $403.7K | 0.04% | +4+0.2% | Added |
| Grandview Asset Management LLC | 2,596 | $405.0K | 0.23% | +2,596 | New |
| Peavine Capital, LLC | 2,600 | $405.3K | 0.11% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,602 | $405.6K | 0.18% | +7+0.3% | Added |
| Register Financial Advisors LLC | 2,606 | $406.3K | 0.30% | −77−2.9% | Reduced |
| Absher Wealth Management, LLC | 2,607 | $406.4K | 0.07% | −717−21.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,617 | $407.9K | 0.45% | +3+0.1% | Added |
| Guidance Capital, Inc | 2,655 | $408.2K | 0.18% | +976+58.1% | Added |
| Cannon Financial Strategists, Inc. | 2,619 | $408.2K | 0.10% | +37+1.4% | Added |
| NCM Capital Management, LLC | 2,627 | $409.5K | 0.29% | +242+10.1% | Added |
| Country Trust Bank | 2,629 | $409.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,630 | $409.9K | 0.03% | +232+9.7% | Added |
| MBL Wealth, LLC | 2,630 | $409.9K | 0.06% | −11−0.4% | Reduced |
| Eudaimonia Advisors LLC | 2,641 | $411.7K | 0.29% | −57−2.1% | Reduced |
| Leisure Capital Management | 2,645 | $412.3K | 0.24% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,652 | $413.4K | 0.06% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,916 | $413.9K | 0.22% | +22+0.8% | Added |
| Tocqueville Asset Management L.P. | 2,658 | $414.3K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2,666 | $415.5K | 0.14% | +48+1.8% | Added |
| Kades & Cheifetz LLC | 2,669 | $416.0K | 0.33% | +89+3.4% | Added |
| Chilton Investment Co LLC | 2,670 | $416.2K | 0.01% | +906+51.4% | Added |
| Blueshift Asset Management, LLC | 2,672 | $416.5K | 0.25% | +2,672 | New |
| Nikulski Financial, Inc. | 2,681 | $417.9K | 0.17% | +2,681 | New |
| Verus Capital Partners, LLC | 2,688 | $419.0K | 0.06% | +111+4.3% | Added |
| Adirondack Trust Co | 2,691 | $419.4K | 0.21% | +115+4.5% | Added |
| Clough Capital Partners L P | 2,700 | $420.8K | 0.05% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,702 | $421.2K | 0.05% | +30+1.1% | Added |
| Mechanics Financial Corp | 2,707 | $421.9K | 0.23% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,719 | $423.8K | 0.43% | −150−5.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,721 | $424.1K | 0.27% | +40+1.5% | Added |
| Ancora Advisors, LLC | 2,722 | $424.3K | 0.01% | −754−21.7% | Reduced |
| Hoylecohen, LLC | 2,724 | $424.6K | 0.04% | −19,412−87.7% | Reduced |
| Westhampton Capital, LLC | 2,725 | $424.7K | 0.27% | +135+5.2% | Added |
| waypoint wealth counsel | 2,728 | $425.2K | 0.40% | −35−1.3% | Reduced |
| Roberts Glore & Co Inc | 2,729 | $425.4K | 0.14% | +135+5.2% | Added |
| Summit X, LLC | 2,734 | $426.1K | 0.14% | −1,096−28.6% | Reduced |
| WealthShield Partners, LLC | 2,737 | $426.6K | 0.06% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 2,739 | $427.0K | 0.07% | +494+22.0% | Added |
| NVWM, LLC | 2,744 | $427.7K | 0.14% | −2,156−44.0% | Reduced |
| Atlas Wealth LLC | 2,751 | $428.8K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,752 | $429.0K | 0.07% | +862+45.6% | Added |
| Childress Capital Advisors, LLC | 2,847 | $430.7K | 0.14% | +2,847 | New |
| SRB Corp | 2,775 | $432.5K | 0.03% | +215+8.4% | Added |
| Ausdal Financial Partners, Inc. | 2,783 | $433.8K | 0.06% | −135−4.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,786 | $434.3K | 0.32% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 2,787 | $434.4K | 0.31% | +17+0.6% | Added |
| Davidson Trust Co | 2,794 | $435.5K | 0.32% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,800 | $436.4K | 0.04% | +800+40.0% | Added |