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
- 2,209
- −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
- 905 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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 2,834 | $441.7K | 0.05% | −17−0.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,832 | $441.5K | 0.14% | −254−8.2% | Reduced |
| Mascoma Wealth Management LLC | 2,828 | $440.9K | 0.14% | −99−3.4% | Reduced |
| Garda Capital Partners LP | 2,827 | $440.6K | 0.28% | +2,827 | New |
| Reynders McVeigh Capital Management, LLC | 2,825 | $440.0K | 0.03% | −41−1.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,823 | $440.0K | 0.06% | +12+0.4% | Added |
| Burney Co | 2,818 | $439.2K | 0.02% | −105−3.6% | Reduced |
| Indiana Trust & Investment Management CO | 2,813 | $438.5K | 0.22% | +238+9.2% | Added |
| Private Wealth Partners, LLC | 2,800 | $436.4K | 0.04% | +800+40.0% | Added |
| Davidson Trust Co | 2,794 | $435.5K | 0.32% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 2,787 | $434.4K | 0.31% | +17+0.6% | Added |
| Alliance Wealth Advisors, LLC | 2,786 | $434.3K | 0.32% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,783 | $433.8K | 0.06% | −135−4.6% | Reduced |
| SRB Corp | 2,775 | $432.5K | 0.03% | +215+8.4% | Added |
| Childress Capital Advisors, LLC | 2,847 | $430.7K | 0.14% | +2,847 | New |
| Farther Finance Advisors, LLC | 2,752 | $429.0K | 0.07% | +862+45.6% | Added |
| Atlas Wealth LLC | 2,751 | $428.8K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 2,744 | $427.7K | 0.14% | −2,156−44.0% | Reduced |
| Shepherd Financial Partners LLC | 2,739 | $427.0K | 0.07% | +494+22.0% | Added |
| WealthShield Partners, LLC | 2,737 | $426.6K | 0.06% | 00.0% | Unchanged |
| Summit X, LLC | 2,734 | $426.1K | 0.14% | −1,096−28.6% | Reduced |
| Roberts Glore & Co Inc | 2,729 | $425.4K | 0.14% | +135+5.2% | Added |
| waypoint wealth counsel | 2,728 | $425.2K | 0.40% | −35−1.3% | Reduced |
| Westhampton Capital, LLC | 2,725 | $424.7K | 0.27% | +135+5.2% | Added |
| Hoylecohen, LLC | 2,724 | $424.6K | 0.04% | −19,412−87.7% | Reduced |
| Ancora Advisors, LLC | 2,722 | $424.3K | 0.01% | −754−21.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,721 | $424.1K | 0.27% | +40+1.5% | Added |
| Dover Advisors, LLC | 2,719 | $423.8K | 0.43% | −150−5.2% | Reduced |
| Mechanics Financial Corp | 2,707 | $421.9K | 0.23% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,702 | $421.2K | 0.05% | +30+1.1% | Added |
| Clough Capital Partners L P | 2,700 | $420.8K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,691 | $419.4K | 0.21% | +115+4.5% | Added |
| Verus Capital Partners, LLC | 2,688 | $419.0K | 0.06% | +111+4.3% | Added |
| Nikulski Financial, Inc. | 2,681 | $417.9K | 0.17% | +2,681 | New |
| Blueshift Asset Management, LLC | 2,672 | $416.5K | 0.25% | +2,672 | New |
| Chilton Investment Co LLC | 2,670 | $416.2K | 0.01% | +906+51.4% | Added |
| Kades & Cheifetz LLC | 2,669 | $416.0K | 0.33% | +89+3.4% | Added |
| Elevated Capital Advisors, LLC | 2,666 | $415.5K | 0.14% | +48+1.8% | Added |
| Tocqueville Asset Management L.P. | 2,658 | $414.3K | 0.01% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,916 | $413.9K | 0.22% | +22+0.8% | Added |
| Suncoast Equity Management | 2,652 | $413.4K | 0.06% | 00.0% | Unchanged |
| Leisure Capital Management | 2,645 | $412.3K | 0.24% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,641 | $411.7K | 0.29% | −57−2.1% | Reduced |
| MBL Wealth, LLC | 2,630 | $409.9K | 0.06% | −11−0.4% | Reduced |
| CoreCap Advisors, LLC | 2,630 | $409.9K | 0.03% | +232+9.7% | Added |
| Country Trust Bank | 2,629 | $409.8K | 0.01% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,627 | $409.5K | 0.29% | +242+10.1% | Added |
| Cannon Financial Strategists, Inc. | 2,619 | $408.2K | 0.10% | +37+1.4% | Added |
| Guidance Capital, Inc | 2,655 | $408.2K | 0.18% | +976+58.1% | Added |
| Blodgett Wealth Advisors, LLC | 2,617 | $407.9K | 0.45% | +3+0.1% | Added |
| Absher Wealth Management, LLC | 2,607 | $406.4K | 0.07% | −717−21.6% | Reduced |
| Register Financial Advisors LLC | 2,606 | $406.3K | 0.30% | −77−2.9% | Reduced |
| Delta Financial Advisors LLC | 2,602 | $405.6K | 0.18% | +7+0.3% | Added |
| Peavine Capital, LLC | 2,600 | $405.3K | 0.11% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 2,596 | $405.0K | 0.23% | +2,596 | New |
| SFMG, LLC | 2,590 | $403.7K | 0.04% | +4+0.2% | Added |
| Global Trust Asset Management, LLC | 2,581 | $402.4K | 0.19% | +98+3.9% | Added |
| Heartwood Wealth Advisors LLC | 2,581 | $402.3K | 0.06% | +385+17.5% | Added |
| LMG Wealth Partners, LLC | 2,577 | $401.7K | 0.12% | 00.0% | Unchanged |
| Certified Advisory Corp | 23,055 | $401.1K | 0.07% | +20,632+851.5% | Added |
| Pacitti Group Inc. | 2,571 | $400.8K | 0.28% | +2+0.1% | Added |
| Joule Financial, LLC | 2,569 | $400.5K | 0.20% | +1,261+96.4% | Added |
| Petrus Trust Company, LTA | 2,557 | $398.6K | 0.04% | +353+16.0% | Added |
| Austin Asset Management Co Inc | 2,555 | $398.3K | 0.12% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,553 | $398.0K | 0.13% | −13−0.5% | Reduced |
| Skba Capital Management LLC | 2,550 | $397.5K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,553 | $394.0K | 0.04% | −1,147−31.0% | Reduced |
| Silverlake Wealth Management LLC | 2,523 | $393.3K | 0.22% | +87+3.6% | Added |
| Busey Wealth Management | 2,519 | $392.6K | 0.02% | −576−18.6% | Reduced |
| Point72 Asset Management, L.P. | 2,514 | $391.9K | 0.00% | +2,514 | New |
| Atlas Brown,Inc. | 2,514 | $391.8K | 0.18% | +4+0.2% | Added |
| Centiva Capital, LP | 2,502 | $390.0K | 0.02% | −4,971−66.5% | Reduced |
| Quantamental Technologies LLC | 2,501 | $389.8K | 0.37% | +237+10.5% | Added |
| Cobblestone Capital Advisors LLC | 2,496 | $389.1K | 0.03% | −375−13.1% | Reduced |
| McRae Capital Management Inc | 2,488 | $387.7K | 0.11% | +100+4.2% | Added |
| Stuart Chaussee & Associates, Inc. | 2,487 | $387.6K | 0.13% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 2,486 | $387.5K | 0.13% | +2,486 | New |
| New Hampshire Trust | 2,484 | $387.2K | 0.11% | −14−0.6% | Reduced |
| Allstate Corp | 2,480 | $386.6K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 2,473 | $385.5K | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,468 | $384.7K | 0.01% | +2,468 | New |
| Flagship Harbor Advisors, LLC | 2,466 | $384.4K | 0.03% | −41−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 2,464 | $384.1K | 0.07% | −183−6.9% | Reduced |
| Spirit of America Management Corp | 2,450 | $381.9K | 0.09% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,434 | $379.5K | 0.35% | +1,107+83.4% | Added |
| Jones Financial Companies LLLP | 2,427 | $378.3K | 0.00% | −870−26.4% | Reduced |
| Allegheny Financial Group LTD | 2,426 | $378.2K | 0.14% | +2,426 | New |
| Old Mission Investment Co LLC | 2,425 | $378.0K | 0.15% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 2,432 | $377.2K | 0.07% | +304+14.3% | Added |
| Pictet & Cie (Europe) SA | 2,418 | $376.9K | 0.01% | −303−11.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,405 | $374.9K | 0.12% | +100+4.3% | Added |
| Total Clarity Wealth Management, Inc. | 2,400 | $374.1K | 0.18% | +294+14.0% | Added |
| Perennial Investment Advisors, LLC | 2,393 | $373.1K | 0.07% | −95−3.8% | Reduced |
| BLB&B Advisors, LLC | 2,392 | $372.8K | 0.03% | −28−1.2% | Reduced |
| Nicolet Bankshares Inc | 2,387 | $372.1K | 0.11% | −31−1.3% | Reduced |
| Opus Capital Group, LLC | 2,385 | $372.0K | 0.07% | −273−10.3% | Reduced |
| Davidson Investment Advisors | 2,368 | $369.1K | 0.02% | +1,000+73.1% | Added |
| West Michigan Advisors, LLC | 2,363 | $368.3K | 0.20% | −1,282−35.2% | Reduced |
| Sargent Investment Group, LLC | 2,361 | $368.0K | 0.09% | −373−13.6% | Reduced |
| Cabot Wealth Management Inc | 2,360 | $368.0K | 0.06% | 00.0% | Unchanged |