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 |
|---|---|---|---|---|---|
| Barden Capital Management, Inc. | 6,796 | $1.06M | 1.03% | +842+14.1% | Added |
| Geneos Wealth Management Inc. | 6,745 | $1.05M | 0.05% | +863+14.7% | Added |
| Souders Financial Advisors | 6,744 | $1.05M | 0.20% | +670+11.0% | Added |
| Ronald Blue Trust, Inc. | 5,852 | $1.05M | 0.02% | +1,031+21.4% | Added |
| Independent Solutions Wealth Management, LLC | 6,692 | $1.04M | 0.29% | −2,043−23.4% | Reduced |
| Checchi Capital Advisers, LLC | 6,685 | $1.04M | 0.10% | −918−12.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,670 | $1.04M | 0.91% | +62+0.9% | Added |
| Corundum Group, Inc. | 6,635 | $1.03M | 0.59% | −601−8.3% | Reduced |
| First Financial Bank - Trust Division | 6,630 | $1.03M | 0.11% | −349−5.0% | Reduced |
| Family Asset Management, LLC | 6,612 | $1.03M | 0.76% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 6,522 | $1.02M | 0.28% | −555−7.8% | Reduced |
| Bridgefront Capital, LLC | 6,514 | $1.02M | 0.71% | +6,514 | New |
| Hodges Capital Management Inc. | 6,510 | $1.01M | 0.12% | −15,989−71.1% | Reduced |
| First National Advisers, LLC | 6,492 | $1.01M | 0.45% | +4,250+189.6% | Added |
| Capital International Inc | 6,485 | $1.01M | 0.02% | +802+14.1% | Added |
| Buckingham Strategic Partners | 6,472 | $1.01M | 0.05% | +146+2.3% | Added |
| Paragon Private Wealth Management, LLC | 6,462 | $1.01M | 0.83% | −792−10.9% | Reduced |
| Goldstone Financial Group, LLC | 6,460 | $1.01M | 0.30% | −175−2.6% | Reduced |
| Diligent Investors, LLC | 6,458 | $1.01M | 0.31% | −30.0% | Reduced |
| Warren Averett Asset Management, LLC | 6,455 | $1.01M | 0.04% | +3,902+152.8% | Added |
| Westpac Banking Corp | 6,447 | $1.00M | 0.08% | −15,812−71.0% | Reduced |
| Northstar Group, Inc. | 6,420 | $1.00M | 0.24% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6,382 | $994.8K | 0.09% | −686−9.7% | Reduced |
| Trust Investment Advisors | 6,359 | $991.2K | 0.85% | −397−5.9% | Reduced |
| Simmons Bank | 6,359 | $991.2K | 0.09% | −85−1.3% | Reduced |
| Herold Advisors, Inc. | 6,350 | $989.7K | 0.30% | +769+13.8% | Added |
| IFP Advisors, Inc | 6,327 | $986.3K | 0.04% | −2,854−31.1% | Reduced |
| Brown Capital Management LLC | 6,312 | $983.9K | 0.02% | +340+5.7% | Added |
| Colonial Trust Co | 6,305 | $982.8K | 0.24% | +45+0.7% | Added |
| JT Stratford LLC | 6,293 | $980.9K | 0.25% | −3,157−33.4% | Reduced |
| Choate Investment Advisors | 6,293 | $980.9K | 0.04% | +4,542+259.4% | Added |
| Rollins Financial | 6,293 | $980.9K | 0.24% | +6,293 | New |
| Gleason Group, Inc. | 6,285 | $979.6K | 0.26% | +59+0.9% | Added |
| Moneta Group Investment Advisors LLC | 6,281 | $979.0K | 0.02% | +130+2.1% | Added |
| Heritage Wealth Advisors | 6,278 | $978.5K | 0.05% | +1,082+20.8% | Added |
| Private Trust Co NA | 6,252 | $974.5K | 0.13% | −5,271−45.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,233 | $971.5K | 0.34% | −360−5.5% | Reduced |
| Hyman Charles D | 6,220 | $970.0K | 0.06% | −24−0.4% | Reduced |
| DRW Securities, LLC | 6,215 | $969.0K | 0.08% | +3,915+170.2% | Added |
| Lakewood Asset Management LLC | 6,214 | $968.7K | 0.79% | −1,279−17.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,186 | $960.7K | 0.07% | −44−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 6,144 | $957.7K | 0.72% | −122−1.9% | Reduced |
| Marino, Stram & Associates LLC | 6,138 | $956.7K | 0.28% | +79+1.3% | Added |
| BlueCrest Capital Management Ltd | 6,123 | $954.4K | 0.15% | +6,123 | New |
| Perpetual Ltd | 6,121 | $954.1K | 0.01% | −110−1.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,104 | $951.5K | 0.16% | −5,568−47.7% | Reduced |
| Grove Bank & Trust | 6,083 | $948.2K | 0.19% | +585+10.6% | Added |
| Mount Yale Investment Advisors, LLC | 6,068 | $945.8K | 0.10% | +8+0.1% | Added |
| Meridian Wealth Management, LLC | 6,058 | $944.3K | 0.06% | +153+2.6% | Added |
| Affinity Wealth Management LLC | 6,046 | $942.4K | 0.22% | −1,074−15.1% | Reduced |
| Alpha DNA Investment Management LLC | 6,039 | $941.4K | 0.61% | +26+0.4% | Added |
| Tradewinds Capital Management, LLC | 6,034 | $940.5K | 0.32% | 00.0% | Unchanged |
| Versor Investments LP | 5,976 | $931.5K | 0.19% | +1,392+30.4% | Added |
| Bremer Bank National Association | 5,956 | $928.4K | 0.18% | −54−0.9% | Reduced |
| Mach-1 Financial Group, Inc. | 5,945 | $926.7K | 0.39% | −33−0.6% | Reduced |
| Berkshire Asset Management LLC | 5,919 | $922.6K | 0.06% | −166−2.7% | Reduced |
| IVC Wealth Advisors LLC | 5,919 | $922.5K | 0.62% | −33−0.6% | Reduced |
| Boston Family Office LLC | 5,894 | $919.0K | 0.08% | +190+3.3% | Added |
| LCNB Corp | 5,861 | $913.6K | 0.40% | −26−0.4% | Reduced |
| V-Square Quantitative Management LLC | 5,853 | $912.3K | 0.40% | +1,543+35.8% | Added |
| Central Bank & Trust Co | 5,839 | $910.1K | 0.16% | −834−12.5% | Reduced |
| Financial Advocates Investment Management | 5,829 | $908.5K | 0.07% | −1,366−19.0% | Reduced |
| Byrne Asset Management LLC | – | $908.0K | 0.75% | – | – |
| Traynor Capital Management, Inc. | 5,811 | $905.8K | 0.12% | +53+0.9% | Added |
| Mendel Money Management | 5,809 | $905.4K | 0.49% | +429+8.0% | Added |
| Investors Research Corp | 5,789 | $902.3K | 0.24% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,787 | $902.0K | 0.21% | +6+0.1% | Added |
| Wilson & Boucher Capital Management, LLC | 5,776 | $900.3K | 0.86% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,765 | $898.6K | 0.83% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,737 | $894.0K | 0.08% | +153+2.7% | Added |
| Baldwin Brothers Inc | 5,686 | $886.3K | 0.08% | −400−6.6% | Reduced |
| 1st Source Bank | 5,675 | $884.6K | 0.06% | −931−14.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,675 | $884.5K | 0.06% | +810+16.6% | Added |
| Missouri Trust & Investment Co | 5,662 | $882.5K | 0.40% | +4,762+529.1% | Added |
| Concord Asset Management, LLC | 5,647 | $880.1K | 0.30% | +2,533+81.3% | Added |
| Essex Savings Bank | 5,604 | $873.5K | 0.29% | +56+1.0% | Added |
| Golden State Equity Partners | 5,600 | $872.9K | 0.24% | −144−2.5% | Reduced |
| Meyer Handelman Co | 5,600 | $872.9K | 0.04% | +1,300+30.2% | Added |
| SageView Advisory Group, LLC | 5,593 | $871.8K | 0.05% | +50+0.9% | Added |
| Main Street Financial Solutions, LLC | 5,582 | $870.1K | 0.12% | +185+3.4% | Added |
| Rothschild Investment Corp | 5,580 | $870.0K | 0.07% | +303+5.7% | Added |
| David Loasby | 5,558 | $854.3K | 0.09% | +290+5.5% | Added |
| Quadrant Capital Group LLC | 5,437 | $847.5K | 0.08% | +433+8.7% | Added |
| Hilltop Partners LLC | 5,423 | $845.3K | 0.36% | +1,659+44.1% | Added |
| Founders Financial Alliance, LLC | 5,411 | $843.4K | 0.37% | −825−13.2% | Reduced |
| Peoples Financial Services Corp. | 5,406 | $842.6K | 0.40% | +494+10.1% | Added |
| Wolff Financial Management LLC | 5,403 | $842.0K | 0.29% | +5,403 | New |
| Fortem Financial Group, LLC | 5,399 | $841.5K | 0.49% | −1,585−22.7% | Reduced |
| ZWJ Investment Counsel Inc | 5,387 | $839.6K | 0.05% | +376+7.5% | Added |
| Clarius Group, LLC | 5,384 | $839.2K | 0.08% | −1,336−19.9% | Reduced |
| Impact Partnership Wealth, LLC | 5,372 | $837.4K | 0.26% | +3,157+142.5% | Added |
| Focus Financial Network, Inc. | 5,357 | $835.4K | 0.05% | +32+0.6% | Added |
| Intellectus Partners, LLC | 5,312 | $828.0K | 0.26% | +182+3.5% | Added |
| Lindbrook Capital, LLC | 5,312 | $828.0K | 0.09% | −348−6.1% | Reduced |
| Community Trust & Investment Co | 5,303 | $826.6K | 0.07% | +303+6.1% | Added |
| Monetary Management Group Inc | 5,291 | $824.7K | 0.27% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,288 | $824.3K | 0.11% | −88−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,255 | $819.1K | 0.16% | −1,238−19.1% | Reduced |
| Bangor Savings Bank | 5,249 | $818.2K | 0.10% | −8−0.2% | Reduced |
| Laidlaw Wealth Management LLC | 5,243 | $817.2K | 0.27% | −2,421−31.6% | Reduced |