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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 5,239 | $816.6K | 0.06% | −16−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 5,226 | $814.6K | 0.36% | 00.0% | Unchanged |
| Fiduciary Group LLC | 5,203 | $811.0K | 0.10% | −85−1.6% | Reduced |
| CRA Financial Services, LLC | 5,196 | $809.9K | 0.22% | +26+0.5% | Added |
| Chicago Capital, LLC | 5,184 | $808.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 5,156 | $803.6K | 0.12% | +2,033+65.1% | Added |
| VeraBank, N.A. | 5,131 | $799.8K | 0.31% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5,111 | $796.6K | 0.18% | −468−8.4% | Reduced |
| Ar Asset Management Inc | 5,100 | $795.0K | 0.22% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,095 | $790.1K | 0.60% | +14+0.3% | Added |
| Capital Square, LLC | 5,110 | $786.0K | 1.06% | −81−1.6% | Reduced |
| Park Place Capital Corp | 5,012 | $781.2K | 0.23% | −173−3.3% | Reduced |
| Valmark Advisers, Inc. | 5,009 | $780.8K | 0.02% | +122+2.5% | 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 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,993 | $778.3K | 0.41% | +102+2.1% | Added |
| Thoroughbred Financial Services, LLC | 4,994 | $778.0K | 0.08% | +2,164+76.5% | Added |
| Annex Advisory Services, LLC | 4,980 | $776.3K | 0.05% | +125+2.6% | Added |
| Harbour Investments, Inc. | 4,975 | $775.5K | 0.04% | −254−4.9% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 4,964 | $773.7K | 0.55% | −200−3.9% | Reduced |
| Fernwood Investment Management, LLC | 4,963 | $773.6K | 0.28% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 4,960 | $773.1K | 0.50% | −1,280−20.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 4,959 | $773.0K | 0.11% | +83+1.7% | Added |
| Blackston Financial Advisory Group, LLC | 4,948 | $771.2K | 0.54% | +77+1.6% | Added |
| Darwin Advisors, LLC | 4,941 | $770.2K | 0.21% | +56+1.1% | Added |
| Morningstar Investment Management LLC | 4,943 | $770.0K | 0.11% | +321+6.9% | Added |
| Xcel Wealth Management, LLC | 4,931 | $768.6K | 0.30% | −602−10.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,915 | $766.0K | 0.75% | +340+7.4% | Added |
| Essex Financial Services, Inc. | 4,913 | $765.8K | 0.09% | −321−6.1% | Reduced |
| apricus wealth, LLC | 4,935 | $765.3K | 0.67% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,910 | $765.3K | 0.01% | +994+25.4% | Added |
| Solitude Financial Services | 4,900 | $763.8K | 0.43% | −82−1.6% | Reduced |
| Lantz Financial LLC | 4,887 | $761.7K | 0.30% | −10.0% | Reduced |
| World Equity Group, Inc. | 5,078 | $758.6K | 0.16% | +2,566+102.1% | Added |
| Capital Insight Partners, LLC | 4,866 | $758.5K | 0.17% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,859 | $757.4K | 0.23% | −358−6.9% | Reduced |
| HM Payson & Co | 4,858 | $757.1K | 0.02% | +262+5.7% | Added |
| Advisors Management Group Inc | 4,849 | $756.0K | 0.23% | −14−0.3% | Reduced |
| Paragon Financial Partners, Inc. | 4,831 | $753.0K | 0.78% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,828 | $752.5K | 0.48% | −19−0.4% | Reduced |
| Principle Wealth Partners LLC | 4,827 | $752.4K | 0.08% | +300+6.6% | Added |
| Mork Capital Management, LLC | 4,820 | $751.3K | 0.59% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,812 | $750.0K | 0.01% | −287−5.6% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,794 | $747.2K | 0.44% | −100−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,790 | $746.7K | 0.15% | +381+8.6% | Added |
| Forum Financial Management, LP | 4,788 | $746.3K | 0.02% | −20.0% | Reduced |
| Pettee Investors, Inc. | 4,780 | $745.1K | 0.35% | 00.0% | Unchanged |
| City State Bank | 4,774 | $744.0K | 0.41% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,764 | $743.0K | 0.39% | −55−1.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,766 | $742.9K | 0.36% | −259−5.2% | Reduced |
| Southeast Asset Advisors Inc. | 4,745 | $739.6K | 0.10% | −271−5.4% | Reduced |
| Longfellow Investment Management Co LLC | 4,737 | $738.4K | 0.20% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 4,720 | $735.7K | 0.17% | −360−7.1% | Reduced |
| Delta Financial Group, Inc. | 4,700 | $733.0K | 0.25% | +4,700 | New |
| Meitav Dash Investments Ltd | 4,750 | $730.9K | 0.01% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 5,289 | $730.5K | 0.27% | −4,409−45.5% | Reduced |
| McAdam, LLC | 4,677 | $729.1K | 0.06% | +65+1.4% | Added |
| KWB Wealth | 4,051 | $726.2K | 0.12% | −259−6.0% | 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 |
| DeDora Capital, Inc. | 4,649 | $724.6K | 0.29% | −113−2.4% | Reduced |
| Stableford Capital II LLC | 5,201 | $718.8K | 0.33% | +535+11.5% | Added |
| Monument Capital Management | 4,603 | $717.5K | 0.24% | −15,348−76.9% | Reduced |
| Syon Capital LLC | 4,600 | $717.0K | 0.09% | +4,600 | New |
| Ogorek Anthony Joseph | 4,595 | $716.0K | 0.28% | +58+1.3% | Added |
| SBB Research Group LLC | 4,592 | $715.8K | 1.28% | +43+0.9% | Added |
| Seven Eight Capital, LP | 4,589 | $715.3K | 0.08% | +4,589 | New |
| MTM Investment Management, LLC | 4,562 | $711.0K | 0.36% | −60−1.3% | Reduced |
| Qtron Investments LLC | 4,533 | $706.6K | 0.13% | −561−11.0% | Reduced |
| Ridgewood Investments LLC | 4,529 | $705.9K | 0.46% | +4,131+1,037.9% | Added |
| Thrive Wealth Management, LLC | 4,527 | $705.7K | 0.19% | −276−5.7% | Reduced |
| Phillips Wealth Planners LLC | 4,634 | $704.7K | 0.95% | −1,025−18.1% | Reduced |
| Allred Capital Management, LLC | 4,515 | $703.8K | 0.35% | −169−3.6% | Reduced |
| Nwam LLC | 4,509 | $702.9K | 0.07% | −2,882−39.0% | Reduced |
| Imprint Wealth LLC | 4,503 | $701.9K | 0.59% | −12−0.3% | Reduced |
| Acropolis Investment Management, LLC | 4,499 | $701.3K | 0.05% | +456+11.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,937 | $701.0K | 0.01% | −185−3.6% | Reduced |
| Credential Qtrade Securities Inc. | 4,465 | $696.0K | 0.05% | +50+1.1% | Added |
| OmniStar Financial Group, Inc. | 4,443 | $695.4K | 0.83% | −360−7.5% | Reduced |
| MQS Management LLC | 4,461 | $695.3K | 0.42% | +1,724+63.0% | Added |
| WestHill Financial Advisors, Inc. | 4,447 | $693.1K | 0.20% | +20.0% | Added |
| Investors Asset Management of Georgia Inc | 4,492 | $692.4K | 0.38% | +80+1.8% | Added |
| Donoghue Forlines LLC | 4,413 | $687.9K | 0.24% | +2,116+92.1% | Added |
| CTC Alternative Strategies, Ltd. | 4,400 | $685.8K | 1.29% | +4,400 | New |
| LVW Advisors, LLC | 4,396 | $685.1K | 0.15% | +3,253+284.6% | Added |
| Evermay Wealth Management LLC | 4,389 | $684.1K | 0.14% | +5+0.1% | Added |
| Virtue Capital Management, LLC | 3,794 | $682.7K | 0.12% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,357 | $679.2K | 0.06% | +53+1.2% | Added |
| West Paces Advisors Inc. | 4,356 | $679.0K | 0.21% | −30−0.7% | Reduced |
| Geller Advisors LLC | 4,330 | $674.9K | 0.08% | −37−0.8% | Reduced |
| Rogco, LP | 4,327 | $674.5K | 0.33% | +4,327 | New |
| Proequities, Inc. | 4,325 | $674.2K | 0.05% | +721+20.0% | Added |
| Salvus Wealth Management, LLC | 4,312 | $672.1K | 0.53% | +36+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,307 | $671.3K | 0.08% | +131+3.1% | Added |
| CKW Financial Group | 4,301 | $670.0K | 0.10% | 00.0% | Unchanged |
| Putnam Investments LLC | 4,282 | $667.4K | 0.00% | +197+4.8% | Added |
| True Wealth Design, LLC | 4,275 | $666.4K | 0.22% | −10−0.2% | Reduced |
| Kovack Advisors, Inc. | 4,271 | $665.8K | 0.09% | −386−8.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,256 | $663.4K | 0.23% | +3,066+257.6% | Added |