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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 1,521 | $237.1K | 0.01% | +1,521 | New |
| FinTrust Capital Advisors, LLC | 1,519 | $236.8K | 0.05% | −287−15.9% | Reduced |
| Arcadia Wealth Management, LLC | 1,517 | $236.5K | 0.18% | −82−5.1% | Reduced |
| NovaPoint Capital, LLC | 1,515 | $236.1K | 0.09% | −174−10.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,510 | $235.3K | 0.13% | −92−5.7% | Reduced |
| Convergence Investment Partners, LLC | 1,506 | $235.0K | 0.14% | −8,640−85.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,509 | $235.0K | 0.18% | −46−3.0% | Reduced |
| Trinity Financial Advisors LLC | 1,507 | $234.9K | 0.12% | −1,684−52.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,504 | $234.4K | 0.02% | −150−9.1% | Reduced |
| First Heartland Consultants, Inc. | 1,501 | $234.0K | 0.03% | −440−22.7% | Reduced |
| Hall Laurie J Trustee | 1,510 | $234.0K | 0.10% | +60+4.1% | Added |
| Berkeley Capital Partners, LLC | 1,500 | $233.9K | 0.08% | −66−4.2% | Reduced |
| Rbo & Co LLC | 1,500 | $233.8K | 0.04% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,497 | $233.3K | 0.03% | +332+28.5% | Added |
| Prostatis Group LLC | 1,335 | $233.1K | 0.11% | +1,335 | New |
| Means Investment Co., Inc. | 1,486 | $231.7K | 0.04% | +4+0.3% | Added |
| Arcataur Capital Management LLC | 1,478 | $230.4K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,477 | $230.2K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,473 | $229.5K | 0.03% | −208−12.4% | Reduced |
| Wealthsource Partners, LLC | 1,471 | $229.3K | 0.02% | −3−0.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,471 | $229.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,468 | $228.8K | 0.15% | +48+3.4% | Added |
| German American Bancorp, Inc. | 1,464 | $228.2K | 0.03% | −7−0.5% | Reduced |
| Selective Wealth Management, Inc. | 1,482 | $227.8K | 0.13% | −765−34.0% | Reduced |
| Keebeck Alpha, LP | 1,459 | $227.4K | 0.22% | +1,459 | New |
| Strategic Advocates LLC | 1,456 | $226.9K | 0.11% | +1,456 | New |
| Horizon Family Wealth, Inc. | 1,445 | $225.3K | 0.22% | +124+9.4% | Added |
| Clear Harbor Asset Management, LLC | 1,445 | $225.2K | 0.02% | −139−8.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,440 | $224.5K | 0.01% | +1,440 | New |
| Harvey Investment Co LLC | 1,438 | $224.0K | 0.03% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,436 | $223.8K | 0.19% | +96+7.2% | Added |
| Moody Aldrich Partners LLC | 1,442 | $223.8K | 0.04% | +1,442 | New |
| Abacus Planning Group, Inc. | 1,434 | $223.5K | 0.05% | +22+1.6% | Added |
| Brandywine Oak Private Wealth LLC | 1,431 | $223.1K | 0.03% | −21−1.4% | Reduced |
| Trust Co of Kansas | 1,425 | $222.0K | 0.14% | −240−14.4% | Reduced |
| Investment Partners, Ltd. | 1,423 | $221.8K | 0.12% | +11+0.8% | Added |
| Tri Locum Partners LP | 1,423 | $221.8K | 0.07% | +1,423 | New |
| Journey Advisory Group, LLC | 1,422 | $221.7K | 0.03% | −568−28.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,421 | $221.6K | 0.03% | −77−5.1% | Reduced |
| OneAscent Financial Services LLC | 1,420 | $221.0K | 0.06% | +1,420 | New |
| Aire Advisors, LLC | 1,414 | $220.7K | 0.06% | −142−9.1% | Reduced |
| Diversified, LLC | 1,410 | $219.8K | 0.06% | +61+4.5% | Added |
| EPG Wealth Management LLC | 1,406 | $219.2K | 0.07% | −61−4.2% | Reduced |
| Clark Asset Management, LLC | 1,406 | $219.2K | 0.09% | +1,406 | New |
| Financial Management Professionals, Inc. | 1,407 | $219.0K | 0.04% | −477−25.3% | Reduced |
| Fort Sheridan Advisors LLC | 1,400 | $218.2K | 0.05% | −250−15.2% | Reduced |
| Level Financial Advisors, Inc. | 1,400 | $218.2K | 0.12% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,400 | $218.2K | 0.04% | +3+0.2% | Added |
| Bedel Financial Consulting Inc | 1,400 | $218.2K | 0.04% | +1,400 | New |
| LBMC Investment Advisors, LLC | 1,419 | $218.2K | 0.02% | +33+2.4% | Added |
| Lifestyle Asset Management, Inc. | 1,397 | $217.8K | 0.13% | +117+9.1% | Added |
| Chartwell Investment Partners, LLC | 1,385 | $216.0K | 0.01% | −189−12.0% | Reduced |
| Echo Street Capital Management LLC | 1,384 | $215.7K | 0.00% | +1,384 | New |
| Oak Hill Wealth Advisors, LLC | 1,383 | $215.6K | 0.08% | +49+3.7% | Added |
| Perfromance Wealth Partners, LLC | 1,380 | $215.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,379 | $214.9K | 0.05% | −81−5.5% | Reduced |
| ERn Financial, LLC | 1,372 | $213.9K | 0.05% | −174−11.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,369 | $213.4K | 0.07% | −186−12.0% | Reduced |
| LWM Advisory Services, LLC | 1,368 | $213.2K | 0.23% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,358 | $211.7K | 0.10% | +30+2.3% | Added |
| Carmel Capital Partners, LLC | 1,353 | $210.9K | 0.09% | −5,950−81.5% | Reduced |
| Regents of the University of California | 1,350 | $210.4K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,350 | $210.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,349 | $210.3K | 0.03% | −23−1.7% | Reduced |
| Clear Creek Financial Management, LLC | 1,347 | $209.9K | 0.04% | +20+1.5% | Added |
| Auxano Advisors, LLC | 1,346 | $209.8K | 0.09% | −17−1.2% | Reduced |
| Mezzasalma Advisors, LLC | 1,345 | $209.6K | 0.13% | −68−4.8% | Reduced |
| Wedge Capital Management L L P | 1,344 | $209.5K | 0.00% | +7+0.5% | Added |
| Fermata Advisors, LLC | 1,338 | $209.0K | 0.06% | +1,338 | New |
| Osborne Partners Capital Management, LLC | 1,339 | $208.7K | 0.02% | −175−11.6% | Reduced |
| Tandem Investment Advisors, Inc. | 1,333 | $207.8K | 0.01% | +1,333 | New |
| CWS Financial Advisors, LLC | 1,329 | $207.2K | 0.08% | −100−7.0% | Reduced |
| HCR Wealth Advisors | 1,328 | $207.0K | 0.05% | +1,328 | New |
| Gryphon Financial Partners LLC | 1,327 | $206.8K | 0.05% | +78+6.2% | Added |
| Hudock, Inc. | 1,325 | $206.7K | 0.05% | +6+0.5% | Added |
| Q Capital Solutions | 1,325 | $206.5K | 0.22% | −3,050−69.7% | Reduced |
| NBW Capital LLC | 1,324 | $206.4K | 0.05% | +5+0.4% | Added |
| Advisory Alpha, LLC | 1,322 | $206.1K | 0.01% | +134+11.3% | Added |
| Essex LLC | 1,317 | $205.2K | 0.06% | +1+0.1% | Added |
| Cutler Group LP | 1,319 | $205.0K | 0.03% | +1,319 | New |
| Key Financial Inc | 1,311 | $204.3K | 0.07% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 1,318 | $203.6K | 0.23% | −71−5.1% | Reduced |
| Aua Capital Management, LLC | 1,303 | $203.1K | 0.15% | +106+8.9% | Added |
| Philadelphia Trust Co | 1,305 | $203.0K | 0.02% | +111+9.3% | Added |
| Pinnacle Bancorp, Inc. | 1,300 | $202.6K | 0.07% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,298 | $202.3K | 0.14% | +3+0.2% | Added |
| West Family Investments, Inc. | 1,296 | $202.0K | 0.07% | +1,296 | New |
| Aurora Private Wealth, Inc. | 1,293 | $202.0K | 0.22% | +78+6.4% | Added |
| Roman Butler Fullerton & Co | 1,302 | $201.9K | 0.10% | +8+0.6% | Added |
| Derbend Asset Management | 1,292 | $201.3K | 0.14% | −281−17.9% | Reduced |
| Acorn Financial Advisory Services Inc | 1,288 | $200.8K | 0.04% | −20−1.5% | Reduced |
| Goelzer Investment Management, Inc. | 1,287 | $200.6K | 0.01% | −385−23.0% | Reduced |
| Madison Wealth Partners, Inc | 1,286 | $200.5K | 0.10% | +19+1.5% | Added |
| Vigilare Wealth Management | 1,285 | $200.3K | 0.13% | −389−23.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,280 | $199.5K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,267 | $197.5K | 0.11% | −25−1.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,255 | $195.6K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,254 | $195.5K | 0.02% | +2+0.2% | Added |
| Rise Advisors, LLC | 1,244 | $194.0K | 0.15% | +419+50.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,237 | $192.8K | 0.01% | −44−3.4% | Reduced |