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 |
|---|---|---|---|---|---|
| De Burlo Group Inc | 4,194 | $653.7K | 0.11% | −700−14.3% | Reduced |
| Corton Capital Inc. | 4,194 | $653.7K | 0.33% | +2,280+119.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,202 | $655.0K | 0.11% | +163+4.0% | Added |
| Sentry Investment Management LLC | 4,200 | $655.0K | 0.31% | −963−18.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 4,213 | $656.7K | 0.50% | +4,213 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,250 | $662.0K | 0.00% | +115+2.8% | Added |
| Community Bank & Trust, Waco, Texas | 4,099 | $662.0K | 0.24% | +4+0.1% | Added |
| Cohen Capital Management, Inc. | 4,250 | $662.4K | 0.14% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,256 | $663.4K | 0.23% | +3,066+257.6% | Added |
| Kovack Advisors, Inc. | 4,271 | $665.8K | 0.09% | −386−8.3% | Reduced |
| True Wealth Design, LLC | 4,275 | $666.4K | 0.22% | −10−0.2% | Reduced |
| Putnam Investments LLC | 4,282 | $667.4K | 0.00% | +197+4.8% | Added |
| CKW Financial Group | 4,301 | $670.0K | 0.10% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,307 | $671.3K | 0.08% | +131+3.1% | Added |
| Salvus Wealth Management, LLC | 4,312 | $672.1K | 0.53% | +36+0.8% | Added |
| Proequities, Inc. | 4,325 | $674.2K | 0.05% | +721+20.0% | Added |
| Rogco, LP | 4,327 | $674.5K | 0.33% | +4,327 | New |
| Geller Advisors LLC | 4,330 | $674.9K | 0.08% | −37−0.8% | Reduced |
| West Paces Advisors Inc. | 4,356 | $679.0K | 0.21% | −30−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,357 | $679.2K | 0.06% | +53+1.2% | Added |
| Virtue Capital Management, LLC | 3,794 | $682.7K | 0.12% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,389 | $684.1K | 0.14% | +5+0.1% | Added |
| LVW Advisors, LLC | 4,396 | $685.1K | 0.15% | +3,253+284.6% | Added |
| CTC Alternative Strategies, Ltd. | 4,400 | $685.8K | 1.29% | +4,400 | New |
| Donoghue Forlines LLC | 4,413 | $687.9K | 0.24% | +2,116+92.1% | Added |
| Investors Asset Management of Georgia Inc | 4,492 | $692.4K | 0.38% | +80+1.8% | Added |
| WestHill Financial Advisors, Inc. | 4,447 | $693.1K | 0.20% | +20.0% | Added |
| MQS Management LLC | 4,461 | $695.3K | 0.42% | +1,724+63.0% | Added |
| OmniStar Financial Group, Inc. | 4,443 | $695.4K | 0.83% | −360−7.5% | Reduced |
| Credential Qtrade Securities Inc. | 4,465 | $696.0K | 0.05% | +50+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,937 | $701.0K | 0.01% | −185−3.6% | Reduced |
| Acropolis Investment Management, LLC | 4,499 | $701.3K | 0.05% | +456+11.3% | Added |
| Imprint Wealth LLC | 4,503 | $701.9K | 0.59% | −12−0.3% | Reduced |
| Nwam LLC | 4,509 | $702.9K | 0.07% | −2,882−39.0% | Reduced |
| Allred Capital Management, LLC | 4,515 | $703.8K | 0.35% | −169−3.6% | Reduced |
| Phillips Wealth Planners LLC | 4,634 | $704.7K | 0.95% | −1,025−18.1% | Reduced |
| Thrive Wealth Management, LLC | 4,527 | $705.7K | 0.19% | −276−5.7% | Reduced |
| Ridgewood Investments LLC | 4,529 | $705.9K | 0.46% | +4,131+1,037.9% | Added |
| Qtron Investments LLC | 4,533 | $706.6K | 0.13% | −561−11.0% | Reduced |
| MTM Investment Management, LLC | 4,562 | $711.0K | 0.36% | −60−1.3% | Reduced |
| Seven Eight Capital, LP | 4,589 | $715.3K | 0.08% | +4,589 | New |
| SBB Research Group LLC | 4,592 | $715.8K | 1.28% | +43+0.9% | Added |
| Ogorek Anthony Joseph | 4,595 | $716.0K | 0.28% | +58+1.3% | Added |
| Syon Capital LLC | 4,600 | $717.0K | 0.09% | +4,600 | New |
| Monument Capital Management | 4,603 | $717.5K | 0.24% | −15,348−76.9% | Reduced |
| Stableford Capital II LLC | 5,201 | $718.8K | 0.33% | +535+11.5% | Added |
| DeDora Capital, Inc. | 4,649 | $724.6K | 0.29% | −113−2.4% | Reduced |
| Lloyd Advisory Services, LLC. | 4,652 | $725.2K | 0.24% | +4,652 | New |
| Norden Group LLC | 4,652 | $725.2K | 0.24% | +4,652 | New |
| KWB Wealth | 4,051 | $726.2K | 0.12% | −259−6.0% | Reduced |
| McAdam, LLC | 4,677 | $729.1K | 0.06% | +65+1.4% | Added |
| Mountain Capital Investment Advisors, Inc | 5,289 | $730.5K | 0.27% | −4,409−45.5% | Reduced |
| Meitav Dash Investments Ltd | 4,750 | $730.9K | 0.01% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,700 | $733.0K | 0.25% | +4,700 | New |
| FRG Family Wealth Advisors LLC | 4,720 | $735.7K | 0.17% | −360−7.1% | Reduced |
| Longfellow Investment Management Co LLC | 4,737 | $738.4K | 0.20% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,745 | $739.6K | 0.10% | −271−5.4% | Reduced |
| Deseret Mutual Benefit Administrators | 4,766 | $742.9K | 0.36% | −259−5.2% | Reduced |
| Eads & Heald Wealth Management | 4,764 | $743.0K | 0.39% | −55−1.1% | Reduced |
| City State Bank | 4,774 | $744.0K | 0.41% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,780 | $745.1K | 0.35% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,788 | $746.3K | 0.02% | −20.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,790 | $746.7K | 0.15% | +381+8.6% | Added |
| LifeGuide Financial Advisors, LLC | 4,794 | $747.2K | 0.44% | −100−2.0% | Reduced |
| First Citizens Bank & Trust Co | 4,812 | $750.0K | 0.01% | −287−5.6% | Reduced |
| Mork Capital Management, LLC | 4,820 | $751.3K | 0.59% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,827 | $752.4K | 0.08% | +300+6.6% | Added |
| Buttonwood Financial Advisors Inc. | 4,828 | $752.5K | 0.48% | −19−0.4% | Reduced |
| Paragon Financial Partners, Inc. | 4,831 | $753.0K | 0.78% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,849 | $756.0K | 0.23% | −14−0.3% | Reduced |
| HM Payson & Co | 4,858 | $757.1K | 0.02% | +262+5.7% | Added |
| Keudell/Morrison Wealth Management | 4,859 | $757.4K | 0.23% | −358−6.9% | Reduced |
| Capital Insight Partners, LLC | 4,866 | $758.5K | 0.17% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,078 | $758.6K | 0.16% | +2,566+102.1% | Added |
| Lantz Financial LLC | 4,887 | $761.7K | 0.30% | −10.0% | Reduced |
| Solitude Financial Services | 4,900 | $763.8K | 0.43% | −82−1.6% | Reduced |
| Wealthspire Advisors, LLC | 4,910 | $765.3K | 0.01% | +994+25.4% | Added |
| apricus wealth, LLC | 4,935 | $765.3K | 0.67% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,913 | $765.8K | 0.09% | −321−6.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,915 | $766.0K | 0.75% | +340+7.4% | Added |
| Xcel Wealth Management, LLC | 4,931 | $768.6K | 0.30% | −602−10.9% | Reduced |
| Morningstar Investment Management LLC | 4,943 | $770.0K | 0.11% | +321+6.9% | Added |
| Darwin Advisors, LLC | 4,941 | $770.2K | 0.21% | +56+1.1% | Added |
| Blackston Financial Advisory Group, LLC | 4,948 | $771.2K | 0.54% | +77+1.6% | Added |
| McKinley Capital Management LLC /Delaware | 4,959 | $773.0K | 0.11% | +83+1.7% | Added |
| Patrick Mauro Investment Advisor, INC. | 4,960 | $773.1K | 0.50% | −1,280−20.5% | Reduced |
| Fernwood Investment Management, LLC | 4,963 | $773.6K | 0.28% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $773.7K | 0.55% | −200−3.9% | Reduced |
| Harbour Investments, Inc. | 4,975 | $775.5K | 0.04% | −254−4.9% | Reduced |
| Annex Advisory Services, LLC | 4,980 | $776.3K | 0.05% | +125+2.6% | Added |
| Thoroughbred Financial Services, LLC | 4,994 | $778.0K | 0.08% | +2,164+76.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,993 | $778.3K | 0.41% | +102+2.1% | Added |
| Gabelli Funds LLC | 5,000 | $779.4K | 0.01% | −5,250−51.2% | Reduced |
| CPR Investments Inc. | 5,000 | $779.4K | 0.84% | 00.0% | Unchanged |
| Greenland Capital Management LP | 5,000 | $779.4K | 0.09% | +5,000 | New |
| Valmark Advisers, Inc. | 5,009 | $780.8K | 0.02% | +122+2.5% | Added |
| Park Place Capital Corp | 5,012 | $781.2K | 0.23% | −173−3.3% | Reduced |
| Capital Square, LLC | 5,110 | $786.0K | 1.06% | −81−1.6% | Reduced |
| MKT Advisors LLC | 5,095 | $790.1K | 0.60% | +14+0.3% | Added |
| Ar Asset Management Inc | 5,100 | $795.0K | 0.22% | 00.0% | Unchanged |