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 |
|---|---|---|---|---|---|
| First Nebraska Trust Co | 3,424 | $533.7K | 0.07% | 00.0% | Unchanged |
| Thomasville National Bank | 3,425 | $533.9K | 0.05% | −33−1.0% | Reduced |
| Roble, Belko & Company, Inc | 3,432 | $535.0K | 0.11% | 00.0% | Unchanged |
| AXS Investments LLC | 3,438 | $535.9K | 0.14% | −135−3.8% | Reduced |
| Little House Capital LLC | 3,444 | $536.8K | 0.22% | +170+5.2% | Added |
| Archer Investment Corp | 3,462 | $539.6K | 0.19% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 3,464 | $540.0K | 0.46% | −63−1.8% | Reduced |
| Next Level Private LLC | 3,488 | $540.8K | 0.36% | +3,488 | New |
| Accurate Wealth Management, LLC | 3,441 | $540.9K | 0.17% | +633+22.5% | Added |
| Wealth Alliance Advisory Group, LLC | 3,472 | $541.2K | 0.16% | +420+13.8% | Added |
| Morris Retirement Advisors, LLC | 3,479 | $542.2K | 0.39% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,483 | $542.9K | 0.03% | −685−16.4% | Reduced |
| River Street Advisors LLC | 3,503 | $546.0K | 0.52% | +223+6.8% | Added |
| Glen Eagle Advisors, LLC | 3,518 | $548.4K | 0.13% | −33−0.9% | Reduced |
| Pflug Koory, LLC | 3,520 | $548.7K | 0.32% | +22+0.6% | Added |
| Covenant Partners, LLC | 3,531 | $550.4K | 0.20% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 3,540 | $551.8K | 0.39% | −202−5.4% | Reduced |
| Liberty Capital Management, Inc. | 3,554 | $554.0K | 0.16% | −100−2.7% | Reduced |
| Defined Wealth Management, LLC | 3,559 | $554.7K | 0.47% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 3,560 | $554.9K | 0.19% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3,560 | $555.0K | 0.53% | −346−8.9% | Reduced |
| Family Legacy, Inc. | 3,569 | $556.3K | 0.23% | +85+2.4% | Added |
| Live Oak Investment Partners | – | $556.5K | 0.48% | – | – |
| Summit Asset Management, LLC | 3,571 | $556.6K | 0.15% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 3,573 | $556.9K | 0.19% | +38+1.1% | Added |
| Kolinsky Wealth Management, LLC | 3,592 | $559.9K | 0.56% | +2+0.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,595 | $560.4K | 0.44% | +10.0% | Added |
| Powers Advisory Group, LLC | 3,598 | $560.8K | 0.38% | −19−0.5% | Reduced |
| IFG Advisors, LLC | 3,601 | $561.3K | 0.20% | +12+0.3% | Added |
| Corrado Advisors, LLC | 3,602 | $561.4K | 0.39% | +3,602 | New |
| First Affirmative Financial Network | 3,628 | $565.6K | 0.55% | −231−6.0% | Reduced |
| Chesapeake Asset Management LLC | 3,647 | $568.5K | 0.55% | +338+10.2% | Added |
| Dana Investment Advisors, Inc. | 3,674 | $572.6K | 0.03% | +396+12.1% | Added |
| Coastline Trust Co | 3,676 | $573.0K | 0.08% | −1,919−34.3% | Reduced |
| Wilkinson Global Asset Management LLC | 3,677 | $573.1K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 3,687 | $574.7K | 0.06% | +2,117+134.8% | Added |
| Zhang Financial LLC | 3,699 | $576.6K | 0.06% | +361+10.8% | Added |
| Dividend Assets Capital, LLC | 3,705 | $577.0K | 0.12% | −938−20.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,706 | $577.7K | 0.01% | −57−1.5% | Reduced |
| Wallace Advisory Group, LLC | 3,230 | $579.0K | 0.42% | +182+6.0% | Added |
| Catalyst Financial Partners LLC | 3,716 | $579.2K | 0.19% | −354−8.7% | Reduced |
| Atlas Private Wealth Management | 3,733 | $581.8K | 0.31% | +107+3.0% | Added |
| Jeppson Wealth Management, LLC | 3,752 | $584.8K | 0.27% | −629−14.4% | Reduced |
| Arrow Financial Corp | 3,752 | $584.8K | 0.07% | −3,525−48.4% | Reduced |
| S&CO Inc | 3,770 | $587.0K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,768 | $587.4K | 0.12% | +689+22.4% | Added |
| Biltmore Wealth Management, LLC | 3,785 | $590.0K | 0.28% | +36+1.0% | Added |
| Palumbo Wealth Management LLC | 3,788 | $590.5K | 0.32% | −790−17.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,794 | $591.3K | 0.06% | −395−9.4% | Reduced |
| Montecito Bank & Trust | 3,800 | $592.3K | 0.14% | +416+12.3% | Added |
| Kingswood Wealth Advisors, LLC | 3,819 | $595.3K | 0.10% | +3,819 | New |
| Capital Analysts, LLC | 3,821 | $596.0K | 0.03% | +355+10.2% | Added |
| Oakworth Capital, Inc. | 3,832 | $597.3K | 0.05% | −597−13.5% | Reduced |
| Valley National Advisers Inc | 3,833 | $598.0K | 0.10% | +241+6.7% | Added |
| EverSource Wealth Advisors, LLC | 3,839 | $598.4K | 0.06% | −309−7.4% | Reduced |
| Resonant Capital Advisors, LLC | 3,839 | $598.4K | 0.06% | +192+5.3% | Added |
| Field & Main Bank | 3,840 | $598.5K | 0.28% | +65+1.7% | Added |
| Kingfisher Capital LLC | 3,841 | $599.0K | 0.16% | +2+0.1% | Added |
| Liberty Wealth Management LLC | 3,853 | $600.0K | 0.15% | −47−1.2% | Reduced |
| Desjardins Global Asset Management Inc. | 3,851 | $600.3K | 0.07% | −5,248−57.7% | Reduced |
| RMR Wealth Builders | 3,868 | $602.8K | 0.10% | +3,868 | New |
| Curbstone Financial Management Corp | 3,878 | $604.5K | 0.15% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 3,880 | $604.8K | 0.43% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,881 | $604.9K | 0.06% | −308−7.4% | Reduced |
| Foster & Motley Inc | 3,896 | $607.0K | 0.05% | −1,489−27.7% | Reduced |
| Wealth Quarterback LLC | 3,915 | $610.3K | 0.53% | +2,470+170.9% | Added |
| Emerald Advisors, LLC | 3,916 | $610.4K | 0.14% | +3,916 | New |
| Altus Wealth Group LLC | 3,917 | $610.5K | 0.39% | −90−2.2% | Reduced |
| Trustco Bank Corp N Y | 3,923 | $611.5K | 0.70% | +13+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,926 | $611.9K | 0.05% | +321+8.9% | Added |
| Key Bridge Compliance, LLC | 3,948 | $615.4K | 0.19% | +3,948 | New |
| BCJ Capital Management, LLC | 3,950 | $615.7K | 0.06% | +534+15.6% | Added |
| Tobam | 3,950 | $616.0K | 0.05% | +67+1.7% | Added |
| Kanawha Capital Management LLC | 3,962 | $617.6K | 0.06% | +75+1.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,971 | $619.0K | 0.35% | +3,971 | New |
| Williams Jones Wealth Management, LLC. | 3,976 | $619.7K | 0.01% | −499−11.2% | Reduced |
| Diamant Asset Management, Inc. | 3,976 | $619.7K | 0.51% | +135+3.5% | Added |
| Vista Investment Management | 3,985 | $621.1K | 0.33% | −186−4.5% | Reduced |
| Human Investing LLC | 3,999 | $623.3K | 0.15% | −258−6.1% | Reduced |
| Alaska Permanent Fund Corp | 4,012 | $625.4K | 0.01% | −843−17.4% | Reduced |
| Elk River Wealth Management, LLC | 4,014 | $625.7K | 0.14% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,018 | $626.3K | 0.06% | −44−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 4,232 | $627.0K | 0.03% | +51+1.2% | Added |
| Barr E S & Co | 4,033 | $628.6K | 0.05% | −44−1.1% | Reduced |
| TBH Global Asset Management, LLC | 4,039 | $629.6K | 0.12% | +1,603+65.8% | Added |
| Capital Advisors Wealth Management, LLC | 4,071 | $634.6K | 0.17% | −808−16.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,082 | $636.3K | 0.50% | −95−2.3% | Reduced |
| Continuum Advisory, LLC | 4,083 | $636.4K | 0.10% | +105+2.6% | Added |
| Lavaca Capital LLC | 4,086 | $636.9K | 0.23% | −5,970−59.4% | Reduced |
| S.A. Mason LLC | 4,111 | $640.8K | 0.46% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 4,113 | $641.1K | 0.21% | +10.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,118 | $641.9K | 0.10% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,121 | $642.3K | 0.38% | −46−1.1% | Reduced |
| Inceptionr LLC | 4,133 | $644.2K | 0.37% | −768−15.7% | Reduced |
| Cookson Peirce & Co Inc | 4,137 | $645.0K | 0.04% | +240+6.2% | Added |
| SRN Advisors, LLC | 4,143 | $645.8K | 0.64% | +80+2.0% | Added |
| Summit Trail Advisors, LLC | 4,145 | $646.1K | 0.02% | −1,147−21.7% | Reduced |
| Ignite Planners, LLC | 4,226 | $648.2K | 0.20% | +399+10.4% | Added |
| Greenwich Wealth Management LLC | 4,163 | $649.0K | 0.07% | +49+1.2% | Added |
| Terra Nova Asset Management LLC | 3,626 | $649.9K | 0.59% | 00.0% | Unchanged |