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 |
|---|---|---|---|---|---|
| Next Level Private LLC | 3,488 | $540.8K | 0.36% | +3,488 | New |
| Yarger Wealth Strategies, LLC | 3,464 | $540.0K | 0.46% | −63−1.8% | Reduced |
| Archer Investment Corp | 3,462 | $539.6K | 0.19% | 00.0% | Unchanged |
| Little House Capital LLC | 3,444 | $536.8K | 0.22% | +170+5.2% | Added |
| AXS Investments LLC | 3,438 | $535.9K | 0.14% | −135−3.8% | Reduced |
| Roble, Belko & Company, Inc | 3,432 | $535.0K | 0.11% | 00.0% | Unchanged |
| Thomasville National Bank | 3,425 | $533.9K | 0.05% | −33−1.0% | Reduced |
| First Nebraska Trust Co | 3,424 | $533.7K | 0.07% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,417 | $532.6K | 0.15% | −144−4.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,408 | $531.2K | 0.19% | +5+0.1% | Added |
| GM Advisory Group, Inc. | 3,405 | $530.7K | 0.04% | +10+0.3% | Added |
| Rodgers Brothers Inc. | 3,385 | $527.6K | 0.09% | +153+4.7% | Added |
| Colonial Trust Advisors | 3,380 | $526.9K | 0.06% | −2,719−44.6% | Reduced |
| Lifeworks Advisors, LLC | 3,369 | $525.1K | 0.20% | +1,343+66.3% | Added |
| Transatlantique Private Wealth LLC | 3,358 | $523.4K | 0.28% | +8+0.2% | Added |
| Provence Wealth Management Group | 3,357 | $523.3K | 0.32% | +332+11.0% | Added |
| Dynamic Technology Lab Private Ltd | 3,351 | $523.0K | 0.05% | −201−5.7% | Reduced |
| Cornerstone Capital, Inc. | 3,332 | $519.4K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,332 | $519.4K | 0.30% | +1,702+104.4% | Added |
| Astoria Portfolio Advisors LLC. | 3,757 | $519.2K | 0.25% | −616−14.1% | Reduced |
| Ropes Wealth Advisors LLC | 3,328 | $518.7K | 0.10% | −1,588−32.3% | Reduced |
| Signet Financial Management, LLC | 3,326 | $518.4K | 0.09% | −480−12.6% | Reduced |
| Parkside Financial Bank & Trust | 3,318 | $517.1K | 0.12% | −112−3.3% | Reduced |
| Accuvest Global Advisors | 3,310 | $516.0K | 0.28% | +3,310 | New |
| Viawealth, LLC | 3,309 | $515.7K | 0.38% | +10.0% | Added |
| Buck Wealth Strategies, LLC | 3,303 | $514.9K | 0.21% | +2,947+827.8% | Added |
| Drive Wealth Management, LLC | 3,299 | $514.2K | 0.19% | −467−12.4% | Reduced |
| Meridian Wealth Advisors, LLC | 3,297 | $513.9K | 0.13% | −70−2.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,289 | $512.8K | 0.07% | +268+8.9% | Added |
| Successful Portfolios LLC | 3,286 | $512.2K | 0.45% | −14−0.4% | Reduced |
| Claro Advisors LLC | 3,254 | $507.1K | 0.13% | −288−8.1% | Reduced |
| Range Financial Group LLC | 3,251 | $506.7K | 0.34% | −11−0.3% | Reduced |
| RB Capital Management, LLC | 3,244 | $505.6K | 0.16% | −15−0.5% | Reduced |
| Center for Financial Planning, Inc. | 3,239 | $504.9K | 0.11% | +220+7.3% | Added |
| Montis Financial, LLC | 3,234 | $504.1K | 0.34% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 3,214 | $501.0K | 0.24% | +1,650+105.5% | Added |
| Strait & Sound Wealth Management LLC | 3,212 | $500.7K | 0.43% | +3,212 | New |
| Baker Ellis Asset Management LLC | 3,210 | $500.3K | 0.09% | −366−10.2% | Reduced |
| Strategic Wealth Designers | 3,205 | $499.6K | 0.09% | +37+1.2% | Added |
| Patten Group, Inc. | 3,205 | $499.6K | 0.15% | −644−16.7% | Reduced |
| Harbor Investment Advisory, LLC | 3,201 | $498.9K | 0.07% | −1,323−29.2% | Reduced |
| Versant Capital Management, Inc | 3,188 | $496.9K | 0.16% | +22+0.7% | Added |
| Kennedy Investment Group | 3,184 | $496.2K | 0.30% | +28+0.9% | Added |
| Douglas Lane & Associates, LLC | 3,174 | $494.7K | 0.01% | −72−2.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,170 | $494.2K | 0.02% | −330−9.4% | Reduced |
| Landmark Financial Advisors, LLC | 3,162 | $492.9K | 0.20% | −50−1.6% | Reduced |
| Patton Albertson Miller Group, LLC | 3,160 | $492.5K | 0.10% | −297−8.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $492.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,153 | $491.5K | 0.09% | +1,583+100.8% | Added |
| MidWestOne Financial Group, Inc. | 3,150 | $491.0K | 0.11% | −8−0.3% | Reduced |
| ERTS Wealth Advisors, LLC | 3,150 | $491.0K | 0.12% | +79+2.6% | Added |
| E&G Advisors, LP | 3,147 | $490.5K | 0.18% | +85+2.8% | Added |
| Caldwell Sutter Capital, Inc. | 3,145 | $490.1K | 0.27% | +72+2.3% | Added |
| Richard W. Paul & Associates, LLC | 3,141 | $489.6K | 0.22% | +314+11.1% | Added |
| Tower Wealth Partners, Inc. | 3,130 | $487.9K | 0.40% | +54+1.8% | Added |
| Cape Investment Advisory, Inc. | 3,125 | $487.1K | 0.28% | +303+10.7% | Added |
| NWF Advisory Services Inc. | 3,121 | $486.3K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 3,117 | $485.9K | 0.05% | −39−1.2% | Reduced |
| NTV Asset Management LLC | 3,117 | $485.8K | 0.09% | +644+26.0% | Added |
| REDW Wealth LLC | 3,107 | $484.3K | 0.15% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,103 | $483.7K | 0.04% | −274−8.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,097 | $482.7K | 0.09% | +128+4.3% | Added |
| Personal Cfo Solutions, LLC | 3,089 | $481.5K | 0.10% | +228+8.0% | Added |
| Cladis Investment Advisory, LLC | 3,080 | $480.1K | 0.42% | +1,281+71.2% | Added |
| Patten & Patten Inc | 3,068 | $478.2K | 0.04% | −31−1.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,057 | $476.5K | 0.13% | +46+1.5% | Added |
| McGuire Investment Group, LLC | 3,040 | $473.8K | 0.09% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,383 | $472.9K | 0.16% | +148+4.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,030 | $472.3K | 0.16% | −70−2.3% | Reduced |
| Strategic Equity Management | 3,023 | $471.2K | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,012 | $469.5K | 0.10% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2,469 | $469.4K | 0.14% | +258+11.7% | Added |
| Harbour Capital Advisors, LLC | 3,009 | $469.0K | 0.14% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,008 | $468.8K | 0.51% | −45−1.5% | Reduced |
| Lumina Fund Management LLC | 3,000 | $468.0K | 0.22% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 2,982 | $464.8K | 0.02% | −68−2.2% | Reduced |
| Sterling Financial Planning, Inc. | 2,975 | $463.8K | 0.24% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,975 | $463.7K | 0.21% | +6+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,958 | $461.1K | 0.06% | −250−7.8% | Reduced |
| Vance Wealth, Inc. | 2,949 | $459.7K | 0.22% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,935 | $457.4K | 0.23% | −60−2.0% | Reduced |
| St. Johns Investment Management Company, LLC | 2,923 | $455.6K | 0.26% | −207−6.6% | Reduced |
| Luken Investment Analytics, LLC | 2,919 | $455.0K | 0.26% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,914 | $454.2K | 0.17% | −148−4.8% | Reduced |
| Segment Wealth Management, LLC | 2,909 | $453.4K | 0.05% | +28+1.0% | Added |
| ORG Partners LLC | 2,907 | $453.4K | 0.13% | −467−13.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,906 | $453.0K | 0.08% | −281−8.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,897 | $451.6K | 0.14% | +837+40.6% | Added |
| Dechtman Wealth Management, LLC | 2,887 | $450.0K | 0.13% | −48−1.6% | Reduced |
| Burns Matteson Capital Management, LLC | 2,882 | $449.2K | 0.29% | −75−2.5% | Reduced |
| Prestige Wealth Management Group LLC | 2,876 | $448.3K | 0.11% | +39+1.4% | Added |
| Washington Trust Bank | 2,873 | $447.8K | 0.05% | +1,130+64.8% | Added |
| Syntal Capital Partners, LLC | 2,869 | $447.2K | 0.35% | −3,596−55.6% | Reduced |
| IMS Capital Management | 2,869 | $447.1K | 0.27% | +4+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,865 | $446.6K | 0.13% | −379−11.7% | Reduced |
| RDA Financial Network | 2,862 | $446.1K | 0.19% | −42−1.4% | Reduced |
| STAR Financial Bank | 2,849 | $444.1K | 0.46% | −203−6.7% | Reduced |
| Franklin Street Advisors Inc | 2,844 | $443.0K | 0.04% | −48,292−94.4% | Reduced |
| King Wealth | 2,843 | $443.0K | 0.09% | −103−3.5% | Reduced |
| Elgethun Capital Management | 2,867 | $442.7K | 0.13% | +92+3.3% | Added |