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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 1,901 | $296.3K | 0.04% | −97−4.9% | Reduced |
| Alta Advisers Ltd | 1,900 | $296.2K | 0.17% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,879 | $292.0K | 0.14% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 1,871 | $290.9K | 0.03% | −400−17.6% | Reduced |
| TRUE Private Wealth Advisors | 1,861 | $290.1K | 0.04% | −493−20.9% | Reduced |
| Wealth Management Associates, Inc. | 1,858 | $289.6K | 0.17% | −52−2.7% | Reduced |
| Platform Technology Partners | 1,857 | $289.5K | 0.14% | −33−1.7% | Reduced |
| Stokes Family Office, LLC | 1,854 | $289.0K | 0.03% | +18+1.0% | Added |
| Cahaba Wealth Management, Inc. | 1,853 | $288.8K | 0.03% | −190−9.3% | Reduced |
| Marshall Financial Group LLC | 1,841 | $287.0K | 0.10% | −4,242−69.7% | Reduced |
| Alpha Family Trust | 1,840 | $286.8K | 0.22% | +375+25.6% | Added |
| Legacy Bridge, LLC | 1,839 | $286.6K | 0.20% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,835 | $286.0K | 0.10% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,828 | $284.9K | 0.13% | −87−4.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,821 | $283.9K | 0.16% | +65+3.7% | Added |
| Wealth Management Solutions, LLC | 1,798 | $280.3K | 0.19% | −21−1.2% | Reduced |
| Simplicity Wealth,LLC | 1,795 | $279.8K | 0.16% | +46+2.6% | Added |
| V Wealth Advisors LLC | 1,795 | $279.8K | 0.23% | −5,586−75.7% | Reduced |
| Richwood Investment Advisors, LLC | 1,794 | $279.6K | 0.29% | −50−2.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,793 | $279.5K | 0.14% | +2+0.1% | Added |
| Tanglewood Legacy Advisors, LLC | 1,793 | $279.5K | 0.17% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,791 | $279.2K | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,803 | $277.2K | 0.18% | −22−1.2% | Reduced |
| Wellington Shields Capital Management, LLC | 1,778 | $277.2K | 0.04% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,771 | $276.1K | 0.17% | +5+0.3% | Added |
| HFR Wealth Management, LLC | 1,770 | $276.0K | 0.08% | 00.0% | Unchanged |
| Optas, LLC | 1,768 | $275.6K | 0.09% | +1,768 | New |
| Evexia Wealth LLC | 1,873 | $275.2K | 0.14% | +1,873 | New |
| CIC Wealth, LLC | 1,765 | $275.2K | 0.10% | +582+49.2% | Added |
| Wealth Advisors, Inc. | 1,760 | $274.3K | 0.12% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,755 | $273.6K | 0.02% | +1,755 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,752 | $273.0K | 0.01% | −1,520−46.5% | Reduced |
| Paulson Wealth Management Inc. | 1,748 | $272.5K | 0.10% | +49+2.9% | Added |
| Copperwynd Financial, LLC | 1,746 | $272.1K | 0.13% | +1,746 | New |
| Heartland Bank & Trust Co | 1,742 | $271.5K | 0.21% | +17+1.0% | Added |
| TNF LLC | 1,777 | $270.2K | 0.13% | −29−1.6% | Reduced |
| Malaga Cove Capital, LLC | 1,733 | $270.1K | 0.12% | +1,733 | New |
| MA Private Wealth | 1,731 | $269.9K | 0.06% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,729 | $269.5K | 0.12% | +14+0.8% | Added |
| WMS Partners, LLC | 1,719 | $267.9K | 0.02% | −18−1.0% | Reduced |
| Bray Capital Advisors | 1,712 | $266.8K | 0.08% | +9+0.5% | Added |
| New Republic Capital, LLC | 1,709 | $266.4K | 0.22% | +455+36.3% | Added |
| Vestor Capital, LLC | 1,705 | $266.0K | 0.03% | −313−15.5% | Reduced |
| Wellington Shields & Co., LLC | 1,705 | $265.8K | 0.07% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,705 | $265.7K | 0.19% | −12−0.7% | Reduced |
| Terry L. Blaker | 1,702 | $265.3K | 0.02% | −11,380−87.0% | Reduced |
| Semus Wealth Partners LLC | 1,700 | $265.0K | 0.25% | −10−0.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,697 | $264.5K | 0.12% | +65+4.0% | Added |
| Rathbone Brothers plc | 1,696 | $264.4K | 0.00% | +1,696 | New |
| PFG Advisors | 1,694 | $264.1K | 0.02% | −12,948−88.4% | Reduced |
| Avestar Capital, LLC | 1,692 | $263.7K | 0.04% | −295−14.8% | Reduced |
| Peak Planning Group, LLC | 1,688 | $263.2K | 0.21% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 1,685 | $262.6K | 0.10% | +26+1.6% | Added |
| M. Kraus & Co | 1,684 | $262.5K | 0.09% | −15−0.9% | Reduced |
| Montag & Caldwell, LLC | 1,682 | $262.2K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 1,681 | $262.0K | 0.02% | −606−26.5% | Reduced |
| Hamilton Capital, LLC | 1,680 | $261.9K | 0.02% | −179−9.6% | Reduced |
| Castleview Partners, LLC | 1,677 | $261.4K | 0.24% | +91+5.7% | Added |
| Quantum Financial Advisors, LLC | 1,675 | $261.1K | 0.08% | +345+25.9% | Added |
| Keel Point, LLC | 1,668 | $260.0K | 0.04% | −499−23.0% | Reduced |
| Ambassador Advisors, LLC | 1,880 | $259.8K | 0.06% | −198−9.5% | Reduced |
| Salomon & Ludwin, LLC | 1,666 | $259.7K | 0.03% | −34−2.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,666 | $259.7K | 0.26% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1,663 | $259.2K | 0.19% | −100−5.7% | Reduced |
| Fort, L.P. | 1,646 | $256.6K | 0.71% | +125+8.2% | Added |
| Southland Equity Partners LLC | 1,642 | $255.9K | 0.09% | +74+4.7% | Added |
| Woodward Diversified Capital, LLC | 1,628 | $253.9K | 0.18% | +1,628 | New |
| Opal Wealth Advisors, LLC | 1,625 | $253.3K | 0.15% | +446+37.8% | Added |
| Centurion Wealth Management LLC | 1,624 | $253.1K | 0.12% | +190+13.2% | Added |
| ELCO Management Co., LLC | 1,623 | $253.0K | 0.18% | +268+19.8% | Added |
| Marex Group plc | 1,621 | $252.7K | 0.04% | −1,446−47.1% | Reduced |
| Grey Street Capital, LLC | 1,613 | $251.4K | 0.14% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,604 | $250.0K | 0.08% | +60+3.9% | Added |
| Sunburst Financial Group, LLC | 1,595 | $248.5K | 0.09% | −6−0.4% | Reduced |
| AdvisorNet Financial, Inc | 1,594 | $248.5K | 0.02% | −5,320−76.9% | Reduced |
| Tucker Asset Management LLC | 1,592 | $248.2K | 0.07% | +217+15.8% | Added |
| 180 Wealth Advisors, LLC | 1,590 | $247.9K | 0.06% | −77−4.6% | Reduced |
| QCM Cayman, Ltd. | 1,590 | $247.8K | 1.61% | +1,590 | New |
| Alpha Financial Partners, LLC | 1,590 | $247.8K | 0.29% | −608−27.7% | Reduced |
| Creative Financial Designs Inc | 1,582 | $246.6K | 0.03% | +51+3.3% | Added |
| Boltwood Capital Management | 1,575 | $245.5K | 0.09% | +10+0.6% | Added |
| Corundum Trust Company, INC | 1,566 | $244.1K | 0.73% | −6−0.4% | Reduced |
| Accel Wealth Management | 1,560 | $243.2K | 0.14% | −3−0.2% | Reduced |
| Bellevue Asset Management, LLC | 1,558 | $242.9K | 0.16% | −87−5.3% | Reduced |
| Verity Asset Management, Inc. | 1,556 | $242.5K | 0.18% | +78+5.3% | Added |
| Pacific Sage Partners, LLC | 1,549 | $241.5K | 0.07% | +1+0.1% | Added |
| Baker Boyer National Bank | 1,547 | $241.1K | 0.10% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,545 | $240.9K | 0.10% | +5+0.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,545 | $240.8K | 0.05% | −1,040−40.2% | Reduced |
| LexAurum Advisors, LLC | 1,544 | $240.7K | 0.07% | +1+0.1% | Added |
| Encompass Wealth Advisors, LLC | 1,542 | $240.4K | 0.08% | −50−3.1% | Reduced |
| Wintrust Investments LLC | 1,538 | $240.0K | 0.03% | +85+5.8% | Added |
| Sage Rhino Capital LLC | 1,539 | $239.9K | 0.07% | −59−3.7% | Reduced |
| Kercheville Advisors, LLC | 1,537 | $239.6K | 0.15% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,536 | $239.5K | 0.06% | +1,536 | New |
| Invictus Private Wealth, LLC | 1,532 | $238.8K | 0.03% | −5−0.3% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,527 | $238.0K | 0.10% | 00.0% | Unchanged |
| Maven Securities LTD | 1,527 | $238.0K | 0.03% | +363+31.2% | Added |
| Tiedemann Advisors, LLC | 1,526 | $237.8K | 0.01% | +1,526 | New |
| Gyroscope Capital Management Group, LLC | 1,524 | $237.5K | 0.05% | +320+26.6% | Added |