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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 2,349 | $366.1K | 0.14% | −1,288−35.4% | Reduced |
| Hancock Whitney Corp | 2,346 | $365.7K | 0.02% | −763−24.5% | Reduced |
| L2 Asset Management, LLC | 299 | $365.6K | 0.18% | −1,890−86.3% | Reduced |
| Winthrop Advisory Group LLC | 2,340 | $364.7K | 0.06% | −243−9.4% | Reduced |
| Mystic Asset Management, Inc. | 2,337 | $364.3K | 0.20% | −285−10.9% | Reduced |
| Etfidea, LLC | 2,334 | $363.8K | 0.15% | +50+2.2% | Added |
| Investment Advisory Services Inc | 2,333 | $363.7K | 0.16% | +247+11.8% | Added |
| Founders Capital Management | 2,325 | $362.4K | 0.28% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,319 | $361.5K | 0.10% | −71−3.0% | Reduced |
| Aries Wealth Management | 2,301 | $360.5K | 0.14% | +5+0.2% | Added |
| Lyell Wealth Management, LP | 2,309 | $359.9K | 0.05% | −2,209−48.9% | Reduced |
| 360 Financial, Inc. | 2,311 | $358.4K | 0.22% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,292 | $357.3K | 0.06% | −163−6.6% | Reduced |
| BluePath Capital Management, LLC | 2,291 | $357.1K | 0.33% | +2,291 | New |
| AIA Group Ltd | 2,282 | $355.7K | 0.02% | +2,282 | New |
| American National Bank | 2,276 | $354.8K | 0.06% | −969−29.9% | Reduced |
| Moreno Evelyn V | 2,270 | $353.8K | 0.08% | +2,270 | New |
| RMB Capital Management, LLC | 2,269 | $353.7K | 0.01% | +584+34.7% | Added |
| GW Henssler & Associates Ltd | 2,265 | $353.0K | 0.02% | −8−0.4% | Reduced |
| Somerset Trust Co | 2,245 | $349.9K | 0.16% | +55+2.5% | Added |
| Strategy Asset Managers LLC | 2,243 | $349.7K | 0.09% | +287+14.7% | Added |
| Lane & Associates LLC | 2,231 | $347.8K | 0.28% | +16+0.7% | Added |
| Traphagen Investment Advisors LLC | 2,217 | $345.5K | 0.04% | +81+3.8% | Added |
| First International Bank & Trust | 2,209 | $344.3K | 0.12% | −1,245−36.0% | Reduced |
| Walker Financial Services, Inc. | 2,106 | $344.2K | 0.33% | −40−1.9% | Reduced |
| GenTrust, LLC | 2,204 | $343.5K | 0.02% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,201 | $343.1K | 0.33% | 00.0% | Unchanged |
| Exchange Bank | 2,195 | $342.1K | 0.33% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,194 | $342.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,194 | $342.0K | 0.04% | +230+11.7% | Added |
| Bill Few Associates, Inc. | 2,193 | $341.8K | 0.18% | +150+7.3% | Added |
| Bank of Nova Scotia Trust Co | 2,190 | $341.4K | 0.04% | −300−12.0% | Reduced |
| Curi Capital | 2,182 | $340.1K | 0.05% | −108−4.7% | Reduced |
| KPP Advisory Services LLC | 2,180 | $339.8K | 0.11% | +2,180 | New |
| Secure Asset Management, LLC | 2,172 | $338.6K | 0.10% | +471+27.7% | Added |
| Salem Investment Counselors Inc | 2,169 | $338.1K | 0.01% | +48+2.3% | Added |
| Balboa Wealth Partners | 2,161 | $336.8K | 0.13% | −57−2.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,152 | $335.4K | 0.24% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,151 | $335.3K | 0.11% | +200+10.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,144 | $334.2K | 0.15% | +5+0.2% | Added |
| Smithfield Trust Co | 2,136 | $334.0K | 0.02% | +218+11.4% | Added |
| Steel Peak Wealth Management LLC | 2,141 | $333.7K | 0.02% | +129+6.4% | Added |
| Cambridge Trust Co | 2,128 | $331.7K | 0.02% | −140−6.2% | Reduced |
| First City Capital Management, Inc. | 2,120 | $330.4K | 0.21% | −30−1.4% | Reduced |
| O'Rourke & Company, Inc | 2,118 | $330.0K | 0.24% | −117−5.2% | Reduced |
| Gateway Wealth Partners, LLC | 2,114 | $329.6K | 0.06% | +185+9.6% | Added |
| CoreFirst Bank & Trust | 2,107 | $328.4K | 0.23% | +10+0.5% | Added |
| Leavell Investment Management, Inc. | 2,105 | $328.0K | 0.02% | −57−2.6% | Reduced |
| Studio Investment Management LLC | 2,104 | $327.9K | 0.09% | +1,329+171.5% | Added |
| Nebula Research & Development LLC | 2,099 | $327.2K | 0.17% | +2,099 | New |
| Fulcrum Equity Management | 2,091 | $325.9K | 0.38% | +2,091 | New |
| Detalus Advisors, LLC | 2,088 | $325.4K | 0.15% | −80−3.7% | Reduced |
| AlphaMark Advisors, LLC | 2,073 | $323.0K | 0.14% | +481+30.2% | Added |
| Alera Investment Advisors, LLC | 2,069 | $322.5K | 0.05% | −197−8.7% | Reduced |
| Beaton Management Co. Inc. | 2,067 | $322.0K | 0.21% | +24+1.2% | Added |
| SignalPoint Asset Management, LLC | 2,063 | $321.5K | 0.10% | −576−21.8% | Reduced |
| Cutler Investment Counsel LLC | 2,061 | $321.2K | 0.05% | +17+0.8% | Added |
| Forza Wealth Management, LLC | 2,057 | $320.6K | 0.17% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,053 | $320.0K | 0.23% | −150−6.8% | Reduced |
| Oak Asset Management, LLC | 2,051 | $319.7K | 0.14% | +148+7.8% | Added |
| Buffington Mohr McNeal | 2,051 | $319.7K | 0.07% | −13−0.6% | Reduced |
| Evoke Wealth, LLC | 2,047 | $319.1K | 0.01% | +82+4.2% | Added |
| Merriman Wealth Management, LLC | 2,045 | $318.8K | 0.02% | +46+2.3% | Added |
| CVA Family Office, LLC | 2,043 | $318.4K | 0.07% | −232−10.2% | Reduced |
| N.E.W. Advisory Services LLC | 2,042 | $318.4K | 0.05% | +163+8.7% | Added |
| Texas Capital Bancshares Inc | 2,036 | $317.4K | 0.18% | −8−0.4% | Reduced |
| Red Wave Investments LLC | 2,036 | $317.4K | 0.14% | −2−0.1% | Reduced |
| Benedict Financial Advisors Inc | 2,032 | $316.8K | 0.09% | +13+0.6% | Added |
| Howe & Rusling Inc | 2,032 | $316.8K | 0.04% | +4+0.2% | Added |
| Darrow Company, Inc. | 2,025 | $315.7K | 0.28% | +3+0.1% | Added |
| Enterprise Financial Services Corp | 2,020 | $314.9K | 0.22% | −103−4.9% | Reduced |
| WealthPLAN Partners, LLC | 2,019 | $314.7K | 0.04% | +683+51.1% | Added |
| First Western Trust Bank | 2,016 | $314.2K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,012 | $313.6K | 0.04% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,010 | $313.3K | 0.36% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,006 | $312.7K | 0.32% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $311.7K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,999 | $311.5K | 0.22% | −183−8.4% | Reduced |
| Spotlight Asset Group, Inc. | 1,994 | $310.8K | 0.28% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,994 | $310.8K | 0.14% | 00.0% | Unchanged |
| Yelin Lapidot Holdings Management Ltd. | 1,995 | $310.2K | 0.08% | +1,995 | New |
| West Bancorporation Inc | 1,987 | $309.7K | 0.22% | +12+0.6% | Added |
| Horan Securities, Inc. | 1,985 | $309.4K | 0.16% | −8,569−81.2% | Reduced |
| Gilman Hill Asset Management, LLC | 1,983 | $309.1K | 0.06% | −35−1.7% | Reduced |
| Sather Financial Group Inc | 1,979 | $308.5K | 0.03% | −747−27.4% | Reduced |
| PFS Partners, LLC | 1,964 | $306.1K | 0.27% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,958 | $305.3K | 0.17% | +124+6.8% | Added |
| Dumont & Blake Investment Advisors LLC | 1,958 | $305.0K | 0.10% | −20−1.0% | Reduced |
| Dudley Capital Management, LLC | 1,955 | $304.7K | 0.21% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,947 | $303.5K | 0.10% | −285−12.8% | Reduced |
| Gateway Advisory, LLC | 1,944 | $303.0K | 0.06% | +1,944 | New |
| Bank Ozk | 1,937 | $301.9K | 0.17% | −178−8.4% | Reduced |
| HBW Advisory Services LLC | 1,929 | $301.0K | 0.06% | +295+18.1% | Added |
| Northeast Financial Group, Inc. | 1,929 | $300.7K | 0.18% | −221−10.3% | Reduced |
| Vista Capital Partners, Inc. | 1,920 | $299.3K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,913 | $298.2K | 0.06% | −77−3.9% | Reduced |
| Sittner & Nelson, LLC | 1,907 | $297.2K | 0.17% | −102−5.1% | Reduced |
| Aspiriant, LLC | 1,907 | $297.2K | 0.02% | +296+18.4% | Added |
| Schrum Private Wealth Management LLC | 1,905 | $296.9K | 0.34% | +5+0.3% | Added |
| Staley Capital Advisers Inc | 1,904 | $296.8K | 0.02% | +14+0.7% | Added |