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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 4,250 | $662.4K | 0.14% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,250 | $662.0K | 0.00% | +115+2.8% | Added |
| Community Bank & Trust, Waco, Texas | 4,099 | $662.0K | 0.24% | +4+0.1% | Added |
| Eagle Bluffs Wealth Management LLC | 4,213 | $656.7K | 0.50% | +4,213 | New |
| Sentry Investment Management LLC | 4,200 | $655.0K | 0.31% | −963−18.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,202 | $655.0K | 0.11% | +163+4.0% | Added |
| De Burlo Group Inc | 4,194 | $653.7K | 0.11% | −700−14.3% | Reduced |
| Corton Capital Inc. | 4,194 | $653.7K | 0.33% | +2,280+119.1% | Added |
| Terra Nova Asset Management LLC | 3,626 | $649.9K | 0.59% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 4,163 | $649.0K | 0.07% | +49+1.2% | Added |
| Ignite Planners, LLC | 4,226 | $648.2K | 0.20% | +399+10.4% | Added |
| Summit Trail Advisors, LLC | 4,145 | $646.1K | 0.02% | −1,147−21.7% | Reduced |
| SRN Advisors, LLC | 4,143 | $645.8K | 0.64% | +80+2.0% | Added |
| Cookson Peirce & Co Inc | 4,137 | $645.0K | 0.04% | +240+6.2% | Added |
| Inceptionr LLC | 4,133 | $644.2K | 0.37% | −768−15.7% | Reduced |
| Tradewinds, LLC. | 4,121 | $642.3K | 0.38% | −46−1.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,118 | $641.9K | 0.10% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 4,113 | $641.1K | 0.21% | +10.0% | Added |
| S.A. Mason LLC | 4,111 | $640.8K | 0.46% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,086 | $636.9K | 0.23% | −5,970−59.4% | Reduced |
| Continuum Advisory, LLC | 4,083 | $636.4K | 0.10% | +105+2.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,082 | $636.3K | 0.50% | −95−2.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,071 | $634.6K | 0.17% | −808−16.6% | Reduced |
| TBH Global Asset Management, LLC | 4,039 | $629.6K | 0.12% | +1,603+65.8% | Added |
| Barr E S & Co | 4,033 | $628.6K | 0.05% | −44−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 4,232 | $627.0K | 0.03% | +51+1.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,018 | $626.3K | 0.06% | −44−1.1% | Reduced |
| Elk River Wealth Management, LLC | 4,014 | $625.7K | 0.14% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 4,012 | $625.4K | 0.01% | −843−17.4% | Reduced |
| Human Investing LLC | 3,999 | $623.3K | 0.15% | −258−6.1% | Reduced |
| Vista Investment Management | 3,985 | $621.1K | 0.33% | −186−4.5% | Reduced |
| Diamant Asset Management, Inc. | 3,976 | $619.7K | 0.51% | +135+3.5% | Added |
| Williams Jones Wealth Management, LLC. | 3,976 | $619.7K | 0.01% | −499−11.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,971 | $619.0K | 0.35% | +3,971 | New |
| Kanawha Capital Management LLC | 3,962 | $617.6K | 0.06% | +75+1.9% | Added |
| Tobam | 3,950 | $616.0K | 0.05% | +67+1.7% | Added |
| BCJ Capital Management, LLC | 3,950 | $615.7K | 0.06% | +534+15.6% | Added |
| Key Bridge Compliance, LLC | 3,948 | $615.4K | 0.19% | +3,948 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,926 | $611.9K | 0.05% | +321+8.9% | Added |
| Trustco Bank Corp N Y | 3,923 | $611.5K | 0.70% | +13+0.3% | Added |
| Altus Wealth Group LLC | 3,917 | $610.5K | 0.39% | −90−2.2% | Reduced |
| Emerald Advisors, LLC | 3,916 | $610.4K | 0.14% | +3,916 | New |
| Wealth Quarterback LLC | 3,915 | $610.3K | 0.53% | +2,470+170.9% | Added |
| Foster & Motley Inc | 3,896 | $607.0K | 0.05% | −1,489−27.7% | Reduced |
| Simon Quick Advisors, LLC | 3,881 | $604.9K | 0.06% | −308−7.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,880 | $604.8K | 0.43% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 3,878 | $604.5K | 0.15% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,868 | $602.8K | 0.10% | +3,868 | New |
| Desjardins Global Asset Management Inc. | 3,851 | $600.3K | 0.07% | −5,248−57.7% | Reduced |
| Liberty Wealth Management LLC | 3,853 | $600.0K | 0.15% | −47−1.2% | Reduced |
| Kingfisher Capital LLC | 3,841 | $599.0K | 0.16% | +2+0.1% | Added |
| Field & Main Bank | 3,840 | $598.5K | 0.28% | +65+1.7% | Added |
| Resonant Capital Advisors, LLC | 3,839 | $598.4K | 0.06% | +192+5.3% | Added |
| EverSource Wealth Advisors, LLC | 3,839 | $598.4K | 0.06% | −309−7.4% | Reduced |
| Valley National Advisers Inc | 3,833 | $598.0K | 0.10% | +241+6.7% | Added |
| Oakworth Capital, Inc. | 3,832 | $597.3K | 0.05% | −597−13.5% | Reduced |
| Capital Analysts, LLC | 3,821 | $596.0K | 0.03% | +355+10.2% | Added |
| Kingswood Wealth Advisors, LLC | 3,819 | $595.3K | 0.10% | +3,819 | New |
| Montecito Bank & Trust | 3,800 | $592.3K | 0.14% | +416+12.3% | Added |
| Transcend Wealth Collective, LLC | 3,794 | $591.3K | 0.06% | −395−9.4% | Reduced |
| Palumbo Wealth Management LLC | 3,788 | $590.5K | 0.32% | −790−17.3% | Reduced |
| Biltmore Wealth Management, LLC | 3,785 | $590.0K | 0.28% | +36+1.0% | Added |
| Octavia Wealth Advisors, LLC | 3,768 | $587.4K | 0.12% | +689+22.4% | Added |
| S&CO Inc | 3,770 | $587.0K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,752 | $584.8K | 0.07% | −3,525−48.4% | Reduced |
| Jeppson Wealth Management, LLC | 3,752 | $584.8K | 0.27% | −629−14.4% | Reduced |
| Atlas Private Wealth Management | 3,733 | $581.8K | 0.31% | +107+3.0% | Added |
| Catalyst Financial Partners LLC | 3,716 | $579.2K | 0.19% | −354−8.7% | Reduced |
| Wallace Advisory Group, LLC | 3,230 | $579.0K | 0.42% | +182+6.0% | Added |
| Ferguson Wellman Capital Management, Inc | 3,706 | $577.7K | 0.01% | −57−1.5% | Reduced |
| Dividend Assets Capital, LLC | 3,705 | $577.0K | 0.12% | −938−20.2% | Reduced |
| Zhang Financial LLC | 3,699 | $576.6K | 0.06% | +361+10.8% | Added |
| Vicus Capital | 3,687 | $574.7K | 0.06% | +2,117+134.8% | Added |
| Wilkinson Global Asset Management LLC | 3,677 | $573.1K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 3,676 | $573.0K | 0.08% | −1,919−34.3% | Reduced |
| Dana Investment Advisors, Inc. | 3,674 | $572.6K | 0.03% | +396+12.1% | Added |
| Chesapeake Asset Management LLC | 3,647 | $568.5K | 0.55% | +338+10.2% | Added |
| First Affirmative Financial Network | 3,628 | $565.6K | 0.55% | −231−6.0% | Reduced |
| Corrado Advisors, LLC | 3,602 | $561.4K | 0.39% | +3,602 | New |
| IFG Advisors, LLC | 3,601 | $561.3K | 0.20% | +12+0.3% | Added |
| Powers Advisory Group, LLC | 3,598 | $560.8K | 0.38% | −19−0.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,595 | $560.4K | 0.44% | +10.0% | Added |
| Kolinsky Wealth Management, LLC | 3,592 | $559.9K | 0.56% | +2+0.1% | Added |
| First Commonwealth Financial Corp | 3,573 | $556.9K | 0.19% | +38+1.1% | Added |
| Summit Asset Management, LLC | 3,571 | $556.6K | 0.15% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $556.5K | 0.48% | – | – |
| Family Legacy, Inc. | 3,569 | $556.3K | 0.23% | +85+2.4% | Added |
| Royal Capital Wealth Management, LLC | 3,560 | $555.0K | 0.53% | −346−8.9% | Reduced |
| Pathway Financial Advisors LLC | 3,560 | $554.9K | 0.19% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,559 | $554.7K | 0.47% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,554 | $554.0K | 0.16% | −100−2.7% | Reduced |
| Profit Investment Management, LLC | 3,540 | $551.8K | 0.39% | −202−5.4% | Reduced |
| Covenant Partners, LLC | 3,531 | $550.4K | 0.20% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,520 | $548.7K | 0.32% | +22+0.6% | Added |
| Glen Eagle Advisors, LLC | 3,518 | $548.4K | 0.13% | −33−0.9% | Reduced |
| River Street Advisors LLC | 3,503 | $546.0K | 0.52% | +223+6.8% | Added |
| Waldron Private Wealth LLC | 3,483 | $542.9K | 0.03% | −685−16.4% | Reduced |
| Morris Retirement Advisors, LLC | 3,479 | $542.2K | 0.39% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,472 | $541.2K | 0.16% | +420+13.8% | Added |
| Accurate Wealth Management, LLC | 3,441 | $540.9K | 0.17% | +633+22.5% | Added |