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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 11,317 | $1.76M | 0.10% | −1,932−14.6% | Reduced |
| Mutual Advisors, LLC | 11,314 | $1.76M | 0.07% | −1,454−11.4% | Reduced |
| Excalibur Management Corp | 11,242 | $1.75M | 0.91% | −47−0.4% | Reduced |
| First Bank & Trust | 11,211 | $1.75M | 0.46% | −727−6.1% | Reduced |
| Loudon Investment Management, LLC | 11,205 | $1.75M | 1.20% | −47−0.4% | Reduced |
| Hedges Asset Management LLC | 11,200 | $1.75M | 1.52% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,195 | $1.74M | 0.09% | +1,115+11.1% | Added |
| Old National Bancorp | 11,102 | $1.73M | 0.05% | −547−4.7% | Reduced |
| Modus Advisors, LLC | 10,934 | $1.70M | 0.74% | +142+1.3% | Added |
| Integrated Advisors Network LLC | 10,913 | $1.70M | 0.10% | −423−3.7% | Reduced |
| Spire Wealth Management | 10,892 | $1.70M | 0.06% | +5,183+90.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 10,879 | $1.70M | 0.91% | +10,879 | New |
| NorthRock Partners, LLC | 10,767 | $1.68M | 0.18% | +899+9.1% | Added |
| Group One Trading, L.P. | 10,746 | $1.67M | 0.07% | +10,746 | New |
| Greenleaf Trust | 10,741 | $1.67M | 0.02% | −1,361−11.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 10,707 | $1.67M | 1.42% | +1,681+18.6% | Added |
| Portman Square Capital LLP | 10,695 | $1.67M | 0.23% | +7,815+271.4% | Added |
| Stoneridge Investment Partners LLC | 10,688 | $1.67M | 0.79% | +549+5.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 10,675 | $1.66M | 1.20% | 00.0% | Unchanged |
| Wrapmanager Inc | 10,618 | $1.66M | 0.53% | +443+4.4% | Added |
| NBC Securities, Inc. | 10,606 | $1.65M | 0.18% | +10,606 | New |
| Apollon Wealth Management, LLC | 10,592 | $1.65M | 0.08% | +268+2.6% | Added |
| Neville Rodie & Shaw Inc | 10,560 | $1.65M | 0.15% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 10,507 | $1.64M | 0.04% | −148−1.4% | Reduced |
| Granite Investment Partners, LLC | 10,458 | $1.63M | 0.07% | −1,585−13.2% | Reduced |
| Matrix Trust Co | 10,422 | $1.62M | 0.42% | +175+1.7% | Added |
| Providence Capital Advisors, LLC | 10,380 | $1.62M | 0.42% | +359+3.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 10,378 | $1.62M | 0.11% | +10,378 | New |
| Fund Management at Engine No. 1 LLC | 10,345 | $1.61M | 0.26% | +910+9.6% | Added |
| Hunter Associates Investment Management LLC | 10,342 | $1.61M | 0.33% | −35−0.3% | Reduced |
| Green Square Capital Advisors LLC | 10,341 | $1.61M | 0.22% | −227−2.1% | Reduced |
| Level Four Advisory Services, LLC | 10,280 | $1.60M | 0.10% | −41−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 10,278 | $1.60M | 0.05% | −352−3.3% | Reduced |
| Norway Savings Bank | 10,277 | $1.60M | 0.79% | −70−0.7% | Reduced |
| Parsons Capital Management Inc | 10,251 | $1.60M | 0.13% | +40+0.4% | Added |
| Gotham Asset Management, LLC | 10,189 | $1.59M | 0.03% | −16,663−62.1% | Reduced |
| Cora Capital Advisors LLC | 10,136 | $1.58M | 1.06% | −50.0% | Reduced |
| Sweet Financial Partners, LLC | 10,107 | $1.58M | 0.42% | +664+7.0% | Added |
| Kiley Juergens Wealth Management, LLC | 10,085 | $1.57M | 0.57% | −1,907−15.9% | Reduced |
| Garner Asset Management Corp | 10,056 | $1.57M | 0.94% | −215−2.1% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.56M | 0.17% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 9,990 | $1.56M | 0.22% | +791+8.6% | Added |
| Decatur Capital Management, Inc. | 9,981 | $1.56M | 1.12% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 9,975 | $1.55M | 0.12% | +283+2.9% | Added |
| Diversified Trust Co | 9,950 | $1.55M | 0.06% | +2,996+43.1% | Added |
| Strengthening Families & Communities, LLC | 9,896 | $1.54M | 0.67% | +547+5.9% | Added |
| Schnieders Capital Management LLC | 9,899 | $1.54M | 0.35% | −5,735−36.7% | Reduced |
| Canandaigua National Bank & Trust Co | 9,876 | $1.54M | 0.25% | −648−6.2% | Reduced |
| Paralel Advisors LLC | 9,869 | $1.54M | 0.09% | +123+1.3% | Added |
| Aberdeen Wealth Management LLC | 9,797 | $1.53M | 1.15% | +20.0% | Added |
| Symmetry Partners, LLC | 9,753 | $1.52M | 0.08% | +806+9.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,737 | $1.52M | 1.15% | −600−5.8% | Reduced |
| Hudson Canyon Capital Management | 9,721 | $1.52M | 1.24% | 00.0% | Unchanged |
| Moneywise, Inc. | 9,701 | $1.51M | 0.95% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 9,685 | $1.51M | 0.65% | +13+0.1% | Added |
| Access Financial Services, Inc. | 9,678 | $1.51M | 0.90% | −13−0.1% | Reduced |
| Balyasny Asset Management LLC | 9,592 | $1.50M | 0.00% | +6,924+259.5% | Added |
| Lineweaver Wealth Advisors, LLC | 9,577 | $1.49M | 0.43% | +490+5.4% | Added |
| Cim, LLC | 9,485 | $1.48M | 0.28% | +193+2.1% | Added |
| Werlinich Asset Management, LLC | 9,471 | $1.48M | 1.22% | +16+0.2% | Added |
| Redmond Asset Management, LLC | 9,436 | $1.47M | 0.52% | +1,563+19.9% | Added |
| RFG Advisory, LLC | 9,388 | $1.46M | 0.07% | −580−5.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 9,306 | $1.45M | 0.60% | −392−4.0% | Reduced |
| Resources Investment Advisors, LLC. | 9,260 | $1.44M | 0.03% | −1,301−12.3% | Reduced |
| Lazard Asset Management LLC | 9,168 | $1.43M | 0.00% | −8,775−48.9% | Reduced |
| Leonteq Securities AG | 9,107 | $1.42M | 0.15% | +3,867+73.8% | Added |
| Raleigh Capital Management Inc. | 9,105 | $1.42M | 0.72% | +1,498+19.7% | Added |
| Balentine LLC | 9,042 | $1.41M | 0.05% | −3,610−28.5% | Reduced |
| Meeder Advisory Services, Inc. | 9,030 | $1.41M | 0.18% | −1,886−17.3% | Reduced |
| SOA Wealth Advisors, LLC. | 9,018 | $1.41M | 0.35% | +47+0.5% | Added |
| Arden Trust Co | 8,948 | $1.39M | 0.23% | −39−0.4% | Reduced |
| AFS Financial Group, LLC | 8,933 | $1.39M | 0.95% | −189−2.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,931 | $1.39M | 0.48% | −133−1.5% | Reduced |
| Nilsine Partners, LLC | 8,908 | $1.39M | 0.21% | −185−2.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,903 | $1.39M | 0.03% | +8,903 | New |
| Hutner Capital Management Inc | 8,899 | $1.39M | 0.85% | −87−1.0% | Reduced |
| Financial Advisory Service, Inc. | 8,898 | $1.39M | 0.15% | +489+5.8% | Added |
| Shulman DeMeo Asset Management LLC | 8,897 | $1.39M | 0.46% | −95−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,876 | $1.38M | 0.15% | −400−4.3% | Reduced |
| Fayez Sarofim & Co | 8,870 | $1.38M | 0.00% | −891−9.1% | Reduced |
| Concord Wealth Partners | 8,863 | $1.38M | 0.29% | +3,132+54.7% | Added |
| Carson Advisory Inc. | 8,835 | $1.38M | 1.21% | +303+3.6% | Added |
| Red Cedar Investment Management, LLC | 8,833 | $1.38M | 0.21% | +78+0.9% | Added |
| Advance Capital Management, Inc. | 8,824 | $1.38M | 0.13% | −847−8.8% | Reduced |
| Dakota Wealth Management | 8,814 | $1.37M | 0.06% | +1,004+12.9% | Added |
| Pacific Global Investment Management CO | 8,806 | $1.37M | 0.30% | +40.0% | Added |
| Americana Partners, LLC | 9,036 | $1.37M | 0.15% | +4,007+79.7% | Added |
| WT Wealth Management | 8,747 | $1.36M | 0.58% | +1,720+24.5% | Added |
| Gouws Capital LLC | 8,680 | $1.35M | 1.15% | −60−0.7% | Reduced |
| Hexagon Capital Partners LLC | 8,650 | $1.35M | 0.35% | +1,075+14.2% | Added |
| Gratus Capital LLC | 8,627 | $1.34M | 0.09% | +190+2.3% | Added |
| Moloney Securities Asset Management, LLC | 8,570 | $1.34M | 0.24% | −105−1.2% | Reduced |
| SeaBridge Investment Advisors LLC | 8,567 | $1.34M | 0.44% | +102+1.2% | Added |
| Knuff & Co LLC | 8,567 | $1.34M | 0.53% | −4,664−35.3% | Reduced |
| Archford Capital Strategies, LLC | 8,544 | $1.33M | 0.27% | +1,699+24.8% | Added |
| Insigneo Advisory Services, LLC | 8,538 | $1.33M | 0.27% | +176+2.1% | Added |
| CAPROCK Group, Inc. | 8,533 | $1.33M | 0.10% | −874−9.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,532 | $1.33M | 0.05% | −336−3.8% | Reduced |
| Old Port Advisors | 8,530 | $1.33M | 0.48% | +8,530 | New |
| Confluence Wealth Services, Inc. | 8,522 | $1.33M | 0.26% | +511+6.4% | Added |