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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 2,813 | $438.5K | 0.22% | +238+9.2% | Added |
| Burney Co | 2,818 | $439.2K | 0.02% | −105−3.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,823 | $440.0K | 0.06% | +12+0.4% | Added |
| Reynders McVeigh Capital Management, LLC | 2,825 | $440.0K | 0.03% | −41−1.4% | Reduced |
| Garda Capital Partners LP | 2,827 | $440.6K | 0.28% | +2,827 | New |
| Mascoma Wealth Management LLC | 2,828 | $440.9K | 0.14% | −99−3.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,832 | $441.5K | 0.14% | −254−8.2% | Reduced |
| Ledyard National Bank | 2,834 | $441.7K | 0.05% | −17−0.6% | Reduced |
| Elgethun Capital Management | 2,867 | $442.7K | 0.13% | +92+3.3% | Added |
| Franklin Street Advisors Inc | 2,844 | $443.0K | 0.04% | −48,292−94.4% | Reduced |
| King Wealth | 2,843 | $443.0K | 0.09% | −103−3.5% | Reduced |
| STAR Financial Bank | 2,849 | $444.1K | 0.46% | −203−6.7% | Reduced |
| RDA Financial Network | 2,862 | $446.1K | 0.19% | −42−1.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,865 | $446.6K | 0.13% | −379−11.7% | Reduced |
| IMS Capital Management | 2,869 | $447.1K | 0.27% | +4+0.1% | Added |
| Syntal Capital Partners, LLC | 2,869 | $447.2K | 0.35% | −3,596−55.6% | Reduced |
| Washington Trust Bank | 2,873 | $447.8K | 0.05% | +1,130+64.8% | Added |
| Prestige Wealth Management Group LLC | 2,876 | $448.3K | 0.11% | +39+1.4% | Added |
| Burns Matteson Capital Management, LLC | 2,882 | $449.2K | 0.29% | −75−2.5% | Reduced |
| Dechtman Wealth Management, LLC | 2,887 | $450.0K | 0.13% | −48−1.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,897 | $451.6K | 0.14% | +837+40.6% | Added |
| Guardian Wealth Advisors, LLC | 2,906 | $453.0K | 0.08% | −281−8.8% | Reduced |
| ORG Partners LLC | 2,907 | $453.4K | 0.13% | −467−13.8% | Reduced |
| Segment Wealth Management, LLC | 2,909 | $453.4K | 0.05% | +28+1.0% | Added |
| Alliance Wealth Advisors, LLC | 2,914 | $454.2K | 0.17% | −148−4.8% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $455.0K | 0.26% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 2,923 | $455.6K | 0.26% | −207−6.6% | Reduced |
| Gray Wealth Management Inc. | 2,935 | $457.4K | 0.23% | −60−2.0% | Reduced |
| Vance Wealth, Inc. | 2,949 | $459.7K | 0.22% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,958 | $461.1K | 0.06% | −250−7.8% | Reduced |
| Weaver Consulting Group | 2,975 | $463.7K | 0.21% | +6+0.2% | Added |
| Sterling Financial Planning, Inc. | 2,975 | $463.8K | 0.24% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 2,982 | $464.8K | 0.02% | −68−2.2% | Reduced |
| Lumina Fund Management LLC | 3,000 | $468.0K | 0.22% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,008 | $468.8K | 0.51% | −45−1.5% | Reduced |
| Harbour Capital Advisors, LLC | 3,009 | $469.0K | 0.14% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,469 | $469.4K | 0.14% | +258+11.7% | Added |
| Formidable Asset Management, LLC | 3,012 | $469.5K | 0.10% | 00.0% | Unchanged |
| Strategic Equity Management | 3,023 | $471.2K | 0.18% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,030 | $472.3K | 0.16% | −70−2.3% | Reduced |
| Breakwater Capital Group | 3,383 | $472.9K | 0.16% | +148+4.6% | Added |
| McGuire Investment Group, LLC | 3,040 | $473.8K | 0.09% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 3,057 | $476.5K | 0.13% | +46+1.5% | Added |
| Patten & Patten Inc | 3,068 | $478.2K | 0.04% | −31−1.0% | Reduced |
| Cladis Investment Advisory, LLC | 3,080 | $480.1K | 0.42% | +1,281+71.2% | Added |
| Personal Cfo Solutions, LLC | 3,089 | $481.5K | 0.10% | +228+8.0% | Added |
| GPS Wealth Strategies Group, LLC | 3,097 | $482.7K | 0.09% | +128+4.3% | Added |
| Oxford Financial Group Ltd | 3,103 | $483.7K | 0.04% | −274−8.1% | Reduced |
| REDW Wealth LLC | 3,107 | $484.3K | 0.15% | 00.0% | Unchanged |
| NTV Asset Management LLC | 3,117 | $485.8K | 0.09% | +644+26.0% | Added |
| Graypoint LLC | 3,117 | $485.9K | 0.05% | −39−1.2% | Reduced |
| NWF Advisory Services Inc. | 3,121 | $486.3K | 0.11% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,125 | $487.1K | 0.28% | +303+10.7% | Added |
| Tower Wealth Partners, Inc. | 3,130 | $487.9K | 0.40% | +54+1.8% | Added |
| Richard W. Paul & Associates, LLC | 3,141 | $489.6K | 0.22% | +314+11.1% | Added |
| Caldwell Sutter Capital, Inc. | 3,145 | $490.1K | 0.27% | +72+2.3% | Added |
| E&G Advisors, LP | 3,147 | $490.5K | 0.18% | +85+2.8% | Added |
| ERTS Wealth Advisors, LLC | 3,150 | $491.0K | 0.12% | +79+2.6% | Added |
| MidWestOne Financial Group, Inc. | 3,150 | $491.0K | 0.11% | −8−0.3% | Reduced |
| Cornerstone Advisory, LLC | 3,153 | $491.5K | 0.09% | +1,583+100.8% | Added |
| Patton Albertson Miller Group, LLC | 3,160 | $492.5K | 0.10% | −297−8.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $492.5K | 0.05% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 3,162 | $492.9K | 0.20% | −50−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,170 | $494.2K | 0.02% | −330−9.4% | Reduced |
| Douglas Lane & Associates, LLC | 3,174 | $494.7K | 0.01% | −72−2.2% | Reduced |
| Kennedy Investment Group | 3,184 | $496.2K | 0.30% | +28+0.9% | Added |
| Versant Capital Management, Inc | 3,188 | $496.9K | 0.16% | +22+0.7% | Added |
| Harbor Investment Advisory, LLC | 3,201 | $498.9K | 0.07% | −1,323−29.2% | Reduced |
| Patten Group, Inc. | 3,205 | $499.6K | 0.15% | −644−16.7% | Reduced |
| Strategic Wealth Designers | 3,205 | $499.6K | 0.09% | +37+1.2% | Added |
| Baker Ellis Asset Management LLC | 3,210 | $500.3K | 0.09% | −366−10.2% | Reduced |
| Strait & Sound Wealth Management LLC | 3,212 | $500.7K | 0.43% | +3,212 | New |
| Alphadyne Asset Management LP | 3,214 | $501.0K | 0.24% | +1,650+105.5% | Added |
| Montis Financial, LLC | 3,234 | $504.1K | 0.34% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,239 | $504.9K | 0.11% | +220+7.3% | Added |
| RB Capital Management, LLC | 3,244 | $505.6K | 0.16% | −15−0.5% | Reduced |
| Range Financial Group LLC | 3,251 | $506.7K | 0.34% | −11−0.3% | Reduced |
| Claro Advisors LLC | 3,254 | $507.1K | 0.13% | −288−8.1% | Reduced |
| Successful Portfolios LLC | 3,286 | $512.2K | 0.45% | −14−0.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,289 | $512.8K | 0.07% | +268+8.9% | Added |
| Meridian Wealth Advisors, LLC | 3,297 | $513.9K | 0.13% | −70−2.1% | Reduced |
| Drive Wealth Management, LLC | 3,299 | $514.2K | 0.19% | −467−12.4% | Reduced |
| Buck Wealth Strategies, LLC | 3,303 | $514.9K | 0.21% | +2,947+827.8% | Added |
| Viawealth, LLC | 3,309 | $515.7K | 0.38% | +10.0% | Added |
| Accuvest Global Advisors | 3,310 | $516.0K | 0.28% | +3,310 | New |
| Parkside Financial Bank & Trust | 3,318 | $517.1K | 0.12% | −112−3.3% | Reduced |
| Signet Financial Management, LLC | 3,326 | $518.4K | 0.09% | −480−12.6% | Reduced |
| Ropes Wealth Advisors LLC | 3,328 | $518.7K | 0.10% | −1,588−32.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,757 | $519.2K | 0.25% | −616−14.1% | Reduced |
| Cornerstone Capital, Inc. | 3,332 | $519.4K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,332 | $519.4K | 0.30% | +1,702+104.4% | Added |
| Dynamic Technology Lab Private Ltd | 3,351 | $523.0K | 0.05% | −201−5.7% | Reduced |
| Provence Wealth Management Group | 3,357 | $523.3K | 0.32% | +332+11.0% | Added |
| Transatlantique Private Wealth LLC | 3,358 | $523.4K | 0.28% | +8+0.2% | Added |
| Lifeworks Advisors, LLC | 3,369 | $525.1K | 0.20% | +1,343+66.3% | Added |
| Colonial Trust Advisors | 3,380 | $526.9K | 0.06% | −2,719−44.6% | Reduced |
| Rodgers Brothers Inc. | 3,385 | $527.6K | 0.09% | +153+4.7% | Added |
| GM Advisory Group, Inc. | 3,405 | $530.7K | 0.04% | +10+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 3,408 | $531.2K | 0.19% | +5+0.1% | Added |
| ICA Group Wealth Management, LLC | 3,417 | $532.6K | 0.15% | −144−4.0% | Reduced |