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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 8,507 | $1.33M | 0.13% | +384+4.7% | Added |
| Global Retirement Partners, LLC | 8,605 | $1.32M | 0.07% | −2,980−25.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,473 | $1.32M | 0.18% | +43+0.5% | Added |
| Argent Advisors, Inc. | 8,450 | $1.32M | 0.60% | +1,065+14.4% | Added |
| Aptus Capital Advisors, LLC | 8,433 | $1.31M | 0.04% | +2,841+50.8% | Added |
| Banco Santander, S.A. | 8,421 | $1.31M | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 8,418 | $1.31M | 0.15% | −329−3.8% | Reduced |
| Brown Miller Wealth Management, LLC | 8,408 | $1.31M | 0.73% | +500+6.3% | Added |
| Voya Financial Advisors, Inc. | 8,425 | $1.31M | 0.16% | +228+2.8% | Added |
| Applied Capital LLC | 8,399 | $1.31M | 1.30% | −195−2.3% | Reduced |
| Trust Co of Vermont | 8,372 | $1.30M | 0.09% | −3,852−31.5% | Reduced |
| Independent Financial Group, LLC | 8,366 | $1.30M | 0.08% | +29+0.3% | Added |
| MSH Capital Advisors LLC | 8,343 | $1.30M | 0.51% | −140−1.7% | Reduced |
| Profund Advisors LLC | 8,275 | $1.29M | 0.07% | −158−1.9% | Reduced |
| Invesco, LLC | 8,192 | $1.28M | 0.64% | −33−0.4% | Reduced |
| Members Capital Advisors Inc | 8,181 | $1.28M | 1.58% | +6,700+452.4% | Added |
| Fiduciary Trust Co | 8,076 | $1.26M | 0.02% | +345+4.5% | Added |
| Bigelow Investment Advisors, LLC | 8,058 | $1.26M | 0.72% | −61−0.8% | Reduced |
| Coastal Investment Advisors, Inc. | 7,001 | $1.25M | 0.29% | −115−1.6% | Reduced |
| Csenge Advisory Group | 8,009 | $1.25M | 0.09% | −63−0.8% | Reduced |
| Duff & Phelps Investment Management Co | 8,000 | $1.25M | 0.02% | −30.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.25M | 0.47% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 7,977 | $1.24M | 0.32% | +532+7.1% | Added |
| Legacy Capital Wealth Partners, LLC | 7,966 | $1.24M | 0.34% | +7,966 | New |
| Trust Co of Virginia | 7,960 | $1.24M | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 7,946 | $1.24M | 0.01% | +9+0.1% | Added |
| Amplius Wealth Advisors, LLC | 7,926 | $1.24M | 0.17% | −62−0.8% | Reduced |
| Silvant Capital Management LLC | 7,918 | $1.23M | 0.07% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,886 | $1.23M | 0.51% | +103+1.3% | Added |
| Cipher Capital LP | 7,880 | $1.23M | 0.87% | +4,778+154.0% | Added |
| TFG Advisers LLC | 7,862 | $1.23M | 0.58% | −176−2.2% | Reduced |
| Wealth Advisory Solutions, LLC | 7,804 | $1.22M | 0.24% | +7,804 | New |
| Alaethes Wealth LLC | 7,816 | $1.22M | 0.67% | +587+8.1% | Added |
| Change Path, LLC | 7,796 | $1.22M | 0.09% | −7,470−48.9% | Reduced |
| Strategic Blueprint, LLC | 7,789 | $1.21M | 0.11% | +1,476+23.4% | Added |
| Van Hulzen Asset Management, LLC | 7,764 | $1.21M | 0.09% | +5,898+316.1% | Added |
| Spears Abacus Advisors LLC | 7,751 | $1.21M | 0.10% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 7,738 | $1.21M | 0.48% | −1,809−18.9% | Reduced |
| Cigna Investments Inc | 7,737 | $1.21M | 0.28% | −1,048−11.9% | Reduced |
| Credit Agricole S A | 7,718 | $1.20M | 0.04% | +6,283+437.8% | Added |
| Cooper Financial Group | 7,714 | $1.20M | 0.29% | +138+1.8% | Added |
| Pittenger & Anderson Inc | 7,708 | $1.20M | 0.06% | +2,529+48.8% | Added |
| DT Investment Partners, LLC | 7,693 | $1.20M | 0.15% | +267+3.6% | Added |
| Ingalls & Snyder LLC | 7,688 | $1.20M | 0.06% | −822−9.7% | Reduced |
| Stiles Financial Services Inc | 7,667 | $1.20M | 0.62% | +834+12.2% | Added |
| First County Bank | 7,665 | $1.19M | 0.62% | −824−9.7% | Reduced |
| Keystone Financial Group | 7,631 | $1.19M | 0.20% | +37+0.5% | Added |
| Fundamentun, LLC | 7,599 | $1.18M | 0.18% | −2,753−26.6% | Reduced |
| D.B. Root & Company, LLC | 7,593 | $1.18M | 0.46% | +141+1.9% | Added |
| Intrust Bank NA | 7,584 | $1.18M | 0.15% | −2,326−23.5% | Reduced |
| Eisler Capital (US) LLC | 7,540 | $1.18M | 0.43% | +3,306+78.1% | Added |
| Regal Investment Advisors LLC | 7,531 | $1.17M | 0.10% | −201−2.6% | Reduced |
| Wealth Management Partners, LLC | 7,530 | $1.17M | 0.73% | +1,090+16.9% | Added |
| TCM Advisors, LLC | – | $1.17M | 1.05% | – | – |
| Taylor Hoffman Wealth Management | 7,459 | $1.17M | 0.60% | 00.0% | Unchanged |
| Harrington Investments, INC | 7,488 | $1.17M | 0.80% | −75−1.0% | Reduced |
| Chicago Trust Co NA | 7,464 | $1.16M | 0.29% | −533−6.7% | Reduced |
| NEOS Investment Management LLC | 7,447 | $1.16M | 0.15% | +7,447 | New |
| Eldridge Investment Advisors, Inc. | 7,415 | $1.16M | 0.38% | +4+0.1% | Added |
| Nations Financial Group Inc, | 7,412 | $1.16M | 0.12% | −136−1.8% | Reduced |
| DF Dent & Co Inc | 7,406 | $1.15M | 0.02% | −894−10.8% | Reduced |
| Coppell Advisory Solutions LLC | 6,611 | $1.15M | 0.41% | −2,793−29.7% | Reduced |
| Arnhold LLC | 7,370 | $1.15M | 0.14% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7,353 | $1.15M | 0.08% | −52−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 7,325 | $1.14M | 0.30% | −108−1.5% | Reduced |
| Estate Counselors, LLC | 7,305 | $1.14M | 0.15% | +30+0.4% | Added |
| Alan B. Lancz & Associates, Inc. | 7,270 | $1.13M | 1.29% | −150−2.0% | Reduced |
| Lincoln Capital LLC | 7,266 | $1.13M | 0.30% | −39−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 7,250 | $1.13M | 0.50% | −75−1.0% | Reduced |
| Bank of Hawaii | 7,249 | $1.13M | 0.06% | +374+5.4% | Added |
| Campbell & CO Investment Adviser LLC | 7,229 | $1.13M | 0.13% | +7,229 | New |
| Private Wealth Strategies, L.L.C. | 7,208 | $1.12M | 0.28% | +127+1.8% | Added |
| Compass Wealth Management LLC | 7,185 | $1.12M | 0.35% | +142+2.0% | Added |
| Abbrea Capital, LLC | 7,187 | $1.12M | 0.18% | +64+0.9% | Added |
| Founders Financial Securities LLC | 7,180 | $1.12M | 0.15% | +491+7.3% | Added |
| First Horizon Advisors, Inc. | 7,167 | $1.12M | 0.04% | −912−11.3% | Reduced |
| Bollard Group LLC | 7,160 | $1.12M | 0.04% | −12−0.2% | Reduced |
| PFG Investments, LLC | 7,154 | $1.12M | 0.21% | −219−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 7,124 | $1.11M | 0.14% | −205−2.8% | Reduced |
| Old Second National Bank of Aurora | 7,118 | $1.11M | 0.34% | +68+1.0% | Added |
| Girard Partners Ltd. | 7,051 | $1.10M | 0.12% | −2,569−26.7% | Reduced |
| Noble Family Wealth, LLC | 7,030 | $1.10M | 0.37% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 7,000 | $1.09M | 0.28% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,989 | $1.09M | 0.14% | −22−0.3% | Reduced |
| Alpha Omega Wealth Management LLC | 6,970 | $1.09M | 0.19% | −490−6.6% | Reduced |
| Benjamin Edwards Inc | 6,956 | $1.08M | 0.26% | +362+5.5% | Added |
| Western Wealth Management, LLC | 6,951 | $1.08M | 0.09% | +296+4.4% | Added |
| Washington Trust Co | 6,950 | $1.08M | 0.05% | +90+1.3% | Added |
| IFG Advisory, LLC | 6,943 | $1.08M | 0.09% | +6,943 | New |
| Amica Retiree Medical Trust | 6,926 | $1.08M | 1.27% | +1,883+37.3% | Added |
| Ritholtz Wealth Management | 6,923 | $1.08M | 0.05% | +113+1.7% | Added |
| Probity Advisors, Inc. | 6,923 | $1.08M | 0.25% | +12+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 6,917 | $1.08M | 0.12% | −397−5.4% | Reduced |
| Schechter Investment Advisors, LLC | 6,897 | $1.07M | 0.10% | −858−11.1% | Reduced |
| Constitution Capital LLC | 6,884 | $1.07M | 0.73% | −100−1.4% | Reduced |
| First United Bank Trust | 6,883 | $1.07M | 0.50% | −50−0.7% | Reduced |
| Guardian Capital Advisors LP | 6,905 | $1.07M | 0.12% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 6,878 | $1.07M | 0.04% | −210−3.0% | Reduced |
| Occidental Asset Management, LLC | 6,856 | $1.07M | 0.25% | +272+4.1% | Added |
| Venturi Wealth Management, LLC | 6,800 | $1.06M | 0.08% | −46,473−87.2% | Reduced |