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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 14,504 | $2.26M | 0.96% | −178−1.2% | Reduced |
| Mill Capital Management, LLC | 14,500 | $2.26M | 0.22% | −253−1.7% | Reduced |
| BTC Capital Management, Inc. | 14,468 | $2.26M | 0.26% | +1,006+7.5% | Added |
| Forte Capital LLC | 14,444 | $2.25M | 0.35% | −119−0.8% | Reduced |
| SkyOak Wealth, LLC | 14,435 | $2.25M | 0.66% | +283+2.0% | Added |
| Bessemer Group Inc | 14,427 | $2.25M | 0.00% | −220,299−93.9% | Reduced |
| South Dakota Investment Council | 14,372 | $2.24M | 0.05% | −1,236−7.9% | Reduced |
| Jump Financial, LLC | 14,359 | $2.24M | 0.08% | +11,965+499.8% | Added |
| Advisory Services & Investments, LLC | 14,339 | $2.24M | 1.97% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 14,335 | $2.23M | 0.29% | −9,523−39.9% | Reduced |
| Flputnam Investment Management Co | 14,265 | $2.22M | 0.06% | −17,881−55.6% | Reduced |
| Cornerstone Investment Partners, LLC | 14,249 | $2.22M | 0.14% | +44+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 14,208 | $2.21M | 0.11% | −4,066−22.3% | Reduced |
| Slagle Financial, LLC | 14,191 | $2.21M | 1.36% | +648+4.8% | Added |
| Palouse Capital Management, Inc. | 14,117 | $2.20M | 1.63% | −267−1.9% | Reduced |
| Ally Financial Inc. | 14,000 | $2.18M | 0.32% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 13,996 | $2.18M | 0.21% | −288−2.0% | Reduced |
| Connectus Wealth, LLC | 13,988 | $2.18M | 0.05% | +1,864+15.4% | Added |
| Corbyn Investment Management Inc | 13,957 | $2.18M | 1.11% | −165−1.2% | Reduced |
| Lockheed Martin Investment Management Co | 12,966 | $2.16M | 0.17% | −2,200−14.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,833 | $2.16M | 0.21% | +13,833 | New |
| Douglass Winthrop Advisors, LLC | 13,793 | $2.15M | 0.05% | −42−0.3% | Reduced |
| Horst & Graben Wealth Management LLC | 13,793 | $2.15M | 0.53% | +13+0.1% | Added |
| Mirabella Financial Services LLP | 13,780 | $2.15M | 0.31% | +10,599+333.2% | Added |
| South State Corp. | 13,738 | $2.14M | 0.20% | −625−4.4% | Reduced |
| Camden Capital, LLC | 13,728 | $2.14M | 0.25% | +50.0% | Added |
| Laurion Capital Management LP | 13,709 | $2.14M | 0.06% | −56,754−80.5% | Reduced |
| Gries Financial LLC | 13,693 | $2.13M | 0.58% | −660−4.6% | Reduced |
| MWA Asset Management | 13,636 | $2.13M | 2.05% | +13,636 | New |
| Global Wealth Management Investment Advisory, Inc. | 13,624 | $2.12M | 0.59% | +24+0.2% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.12M | 0.62% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 13,575 | $2.12M | 0.24% | +64+0.5% | Added |
| ProVise Management Group, LLC | 13,547 | $2.11M | 0.20% | +619+4.8% | Added |
| Aull & Monroe Investment Management Corp | 13,511 | $2.11M | 1.10% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 13,479 | $2.10M | 0.90% | −240−1.7% | Reduced |
| WSFS Capital Management, LLC | 13,437 | $2.09M | 0.14% | +3,240+31.8% | Added |
| Skylands Capital, LLC | 13,430 | $2.09M | 0.32% | −275−2.0% | Reduced |
| Comerica Securities,inc. | 13,312 | $2.07M | 0.17% | −1,624−10.9% | Reduced |
| PYA Waltman Capital, LLC | 13,299 | $2.07M | 0.88% | +4,046+43.7% | Added |
| Park Avenue Securities LLC | 13,257 | $2.07M | 0.03% | −795−5.7% | Reduced |
| Genus Capital Management Inc. | 13,241 | $2.06M | 0.32% | +3,970+42.8% | Added |
| Ossiam | 13,160 | $2.05M | 0.04% | −7,286−35.6% | Reduced |
| Rockland Trust Co | 13,128 | $2.05M | 0.12% | +373+2.9% | Added |
| Aigen Investment Management, LP | 13,095 | $2.04M | 0.38% | +13,095 | New |
| Intrua Financial, LLC | 13,015 | $2.03M | 0.37% | +164+1.3% | Added |
| GYL Financial Synergies, LLC | 12,998 | $2.03M | 0.20% | +330+2.6% | Added |
| AMG National Trust Bank | 12,971 | $2.02M | 0.07% | −632−4.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,897 | $2.01M | 0.15% | +1,094+9.3% | Added |
| Institute for Wealth Management, LLC. | 12,876 | $2.01M | 0.37% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 12,843 | $2.00M | 0.28% | +252+2.0% | Added |
| Maltin Wealth Management, Inc. | 12,747 | $1.99M | 1.39% | +5,258+70.2% | Added |
| Rossmore Private Capital | 12,728 | $1.98M | 0.30% | +150+1.2% | Added |
| Cypress Capital, LLC | 12,687 | $1.98M | 0.58% | +161+1.3% | Added |
| Sage Mountain Advisors LLC | 12,686 | $1.98M | 0.27% | −161−1.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 12,668 | $1.97M | 1.80% | −130−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 12,615 | $1.97M | 0.19% | −247−1.9% | Reduced |
| Central Trust Co | 12,602 | $1.96M | 0.06% | +11+0.1% | Added |
| Tealwood Asset Management Inc | 12,602 | $1.96M | 1.01% | −51−0.4% | Reduced |
| Benedetti & Gucer, Inc. | 12,546 | $1.96M | 1.07% | −35−0.3% | Reduced |
| Moors & Cabot, Inc. | 12,545 | $1.96M | 0.13% | −620−4.7% | Reduced |
| Veriti Management LLC | 12,448 | $1.94M | 0.22% | −1,536−11.0% | Reduced |
| Sandy Spring Bank | 12,439 | $1.94M | 0.11% | +1,868+17.7% | Added |
| Summit Financial, LLC | 12,423 | $1.94M | 0.14% | −109−0.9% | Reduced |
| Addison Capital Co | 12,396 | $1.93M | 1.50% | −683−5.2% | Reduced |
| Caliber Wealth Management, LLC | 12,361 | $1.93M | 1.30% | +194+1.6% | Added |
| Saxon Interests, Inc. | 12,361 | $1.93M | 1.30% | +10,932+765.0% | Added |
| Hilltop Holdings Inc. | 12,345 | $1.92M | 0.24% | +1,198+10.7% | Added |
| Mitchell Sinkler & Starr | 12,335 | $1.92M | 0.59% | +2,585+26.5% | Added |
| Optimum Investment Advisors | 12,321 | $1.92M | 0.98% | +20.0% | Added |
| Financial Partners Group, LLC | 12,303 | $1.92M | 0.92% | +28+0.2% | Added |
| Auto-Owners Insurance Co | 12,300 | $1.92M | 0.06% | 00.0% | Unchanged |
| Slow Capital, Inc. | 12,223 | $1.91M | 0.35% | +742+6.5% | Added |
| Cox Capital Mgt LLC | 12,126 | $1.89M | 1.33% | −8,010−39.8% | Reduced |
| First Hawaiian Bank | 12,126 | $1.89M | 0.06% | −502−4.0% | Reduced |
| PEAK6 Investments LLC | 12,123 | $1.89M | 0.09% | +12,123 | New |
| Whittier Trust Co of Nevada Inc | 12,122 | $1.89M | 0.07% | −161−1.3% | Reduced |
| iA Global Asset Management Inc. | 12,077 | $1.88M | 0.05% | +545+4.7% | Added |
| Redwood Investment Management, LLC | 12,064 | $1.88M | 0.16% | +616+5.4% | Added |
| Northeast Financial Consultants Inc | 12,044 | $1.88M | 0.12% | 00.0% | Unchanged |
| Wealth Alliance | 12,035 | $1.88M | 0.30% | +62+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 11,975 | $1.87M | 1.07% | −1,063−8.2% | Reduced |
| Quantinno Capital Management LP | 11,966 | $1.86M | 0.08% | −2,583−17.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 11,954 | $1.86M | 0.01% | +817+7.3% | Added |
| Ascent Group, LLC | 13,251 | $1.85M | 0.20% | +13,251 | New |
| Mengis Capital Management, Inc. | 11,826 | $1.84M | 0.38% | −77−0.6% | Reduced |
| Gifford Fong Associates | 11,800 | $1.84M | 0.44% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11,778 | $1.84M | 0.33% | −989−7.7% | Reduced |
| L.M. Kohn & Company | 11,704 | $1.82M | 0.67% | −1,020−8.0% | Reduced |
| Howland Capital Management LLC | 11,677 | $1.82M | 0.11% | −305−2.5% | Reduced |
| Court Place Advisors, LLC | 11,656 | $1.82M | 0.65% | −44−0.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,343 | $1.81M | 0.84% | −110−0.9% | Reduced |
| Sterneck Capital Management, LLC | 11,600 | $1.81M | 1.21% | −685−5.6% | Reduced |
| Wimmer Associates 1, LLC | 11,559 | $1.80M | 1.12% | −106−0.9% | Reduced |
| Eqis Capital Management, Inc. | 11,470 | $1.79M | 0.22% | −1,417−11.0% | Reduced |
| Davis R M Inc | 11,463 | $1.79M | 0.04% | −2,500−17.9% | Reduced |
| Beacon Investment Advisors LLC | 11,459 | $1.79M | 1.26% | +171+1.5% | Added |
| Pensionfund Sabic | 11,400 | $1.78M | 0.62% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 11,395 | $1.78M | 0.58% | +46+0.4% | Added |
| Avantax Planning Partners, Inc. | 11,382 | $1.77M | 0.07% | +8,920+362.3% | Added |
| Wahed Invest LLC | 11,357 | $1.77M | 0.58% | +886+8.5% | Added |