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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1,213 | $189.1K | 0.02% | +75+6.6% | Added |
| Capital Advisors, Ltd. LLC | 1,205 | $188.0K | 0.03% | +55+4.8% | Added |
| Stephens Investment Management Group LLC | 1,203 | $187.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,199 | $186.9K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,178 | $183.5K | 0.02% | +459+63.8% | Added |
| CNB Bank | 1,174 | $183.0K | 0.11% | −234−16.6% | Reduced |
| West Branch Capital LLC | 1,169 | $182.2K | 0.10% | −8−0.7% | Reduced |
| Atlantic Trust, LLC | 1,164 | $181.4K | 0.06% | +507+77.2% | Added |
| First PREMIER Bank | 1,143 | $178.0K | 0.05% | −30−2.6% | Reduced |
| Beacon Capital Management, LLC | 977 | $175.1K | 0.05% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,120 | $174.6K | 0.12% | −128−10.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,108 | $173.0K | 0.03% | −686−38.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,093 | $170.3K | 0.03% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 1,088 | $169.5K | 0.08% | +225+26.1% | Added |
| Glassman Wealth Services | 1,059 | $165.0K | 0.03% | −73−6.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $163.7K | 0.11% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,048 | $162.5K | 0.08% | 00.0% | Unchanged |
| Union Savings Bank | 1,037 | $161.6K | 0.10% | +50+5.1% | Added |
| Milestone Investment Advisors LLC | 1,034 | $161.2K | 0.05% | +1,034 | New |
| Clean Yield Group | 1,021 | $158.6K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,011 | $157.6K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,000 | $155.9K | 0.20% | +1,000 | New |
| Asset Dedication, LLC | 1,001 | $155.0K | 0.01% | +13+1.3% | Added |
| Westside Investment Management, Inc. | 946 | $147.5K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 917 | $142.9K | 0.06% | −75−7.6% | Reduced |
| Sutton Wealth Advisors Inc. | 911 | $142.0K | 0.07% | −1−0.1% | Reduced |
| Covestor Ltd | 904 | $141.0K | 0.11% | +96+11.9% | Added |
| Pinnacle Holdings, LLC | 904 | $140.9K | 0.07% | +11+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 900 | $140.3K | 0.00% | −188−17.3% | Reduced |
| Highlander Capital Management, LLC | 900 | $140.0K | 0.06% | +300+50.0% | Added |
| First Pacific Financial | 890 | $138.7K | 0.06% | +72+8.8% | Added |
| Toth Financial Advisory Corp | 884 | $137.8K | 0.02% | −16−1.8% | Reduced |
| RFP Financial Group LLC | 876 | $136.5K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 862 | $134.4K | 0.05% | +544+171.1% | Added |
| Crewe Advisors LLC | 861 | $134.2K | 0.02% | +1+0.1% | Added |
| Lee Financial Co | 845 | $131.6K | 0.02% | +5+0.6% | Added |
| Quent Capital, LLC | 821 | $127.9K | 0.02% | −744−47.5% | Reduced |
| Kapitalo Investimentos Ltda | 819 | $127.7K | 0.02% | +81+11.0% | Added |
| TSFG, LLC | 816 | $127.0K | 0.05% | +115+16.4% | Added |
| Kenfarb & Co. | 800 | $124.7K | 0.11% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 795 | $124.0K | 0.10% | −17−2.1% | Reduced |
| Hillsdale Investment Management Inc. | 784 | $122.2K | 0.01% | +410+109.6% | Added |
| Webster Bank, N. A. | 783 | $122.0K | 0.02% | +135+20.8% | Added |
| Paladin Advisory Group, LLC | 747 | $116.5K | 0.10% | +7+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 743 | $115.8K | 0.06% | +743 | New |
| Institutional & Family Asset Management, LLC | 735 | $114.5K | 0.02% | −228−23.7% | Reduced |
| MV Capital Management, Inc. | 708 | $110.4K | 0.01% | −276−28.0% | Reduced |
| Arlington Partners LLC | 706 | $110.0K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 706 | $110.0K | 0.05% | +706 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 705 | $109.8K | 0.07% | +3+0.4% | Added |
| Belmont Capital, LLC | 701 | $109.2K | 0.06% | +534+319.8% | Added |
| Reitz Capital Advisors LLC | 667 | $103.4K | 0.20% | +667 | New |
| U S Global Investors Inc | 660 | $102.9K | 0.01% | +53+8.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 655 | $102.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 650 | $101.3K | 0.00% | +650 | New |
| IAG Wealth Partners, LLC | 640 | $99.8K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 623 | $97.1K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 612 | $95.4K | 0.01% | +8+1.3% | Added |
| One River Asset Management, LLC | 604 | $93.9K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 603 | $93.9K | 0.01% | −137−18.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 584 | $91.0K | 0.05% | +31+5.6% | Added |
| MCF Advisors LLC | 572 | $89.1K | 0.01% | −268−31.9% | Reduced |
| Tacita Capital Inc | 565 | $88.1K | 0.07% | +130+29.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 550 | $86.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 538 | $83.9K | 0.02% | −1−0.2% | Reduced |
| Canton Hathaway, LLC | 530 | $83.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 525 | $81.8K | 0.03% | +71+15.6% | Added |
| JJJ Advisors Inc. | 522 | $81.4K | 0.02% | −35−6.3% | Reduced |
| Norwood Financial Corp | 520 | $81.0K | 0.13% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 503 | $78.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 495 | $77.2K | 0.01% | +4+0.8% | Added |
| Fairfield Financial Advisors, LTD | 482 | $75.1K | 0.03% | −164−25.4% | Reduced |
| Hanson & Doremus Investment Management | 479 | $75.0K | 0.02% | +50+11.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 476 | $74.3K | 0.03% | +476 | New |
| Tyler-Stone Wealth Management | 472 | $74.0K | 0.04% | +3+0.6% | Added |
| SJS Investment Consulting Inc. | 471 | $73.4K | 0.02% | +6+1.3% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $69.4K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 428 | $66.7K | 0.02% | +300+234.4% | Added |
| Addison Advisors LLC | 424 | $66.1K | 0.03% | −479−53.0% | Reduced |
| Y.D. More Investments Ltd | 415 | $64.7K | 0.01% | −25−5.7% | Reduced |
| Essex Investment Management Co LLC | 404 | $63.0K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $62.3K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 396 | $61.7K | 0.02% | −25−5.9% | Reduced |
| Tfo-TDC, LLC | 337 | $60.4K | 0.01% | +4+1.2% | Added |
| Macroview Investment Management LLC | 384 | $59.9K | 0.08% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 385 | $59.1K | 0.03% | +370+2,466.7% | Added |
| RE Dickinson Investment Advisors, LLC | 376 | $59.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 376 | $58.6K | 0.01% | −146−28.0% | Reduced |
| Rock Creek Group, LP | 368 | $57.4K | 0.01% | −227−38.2% | Reduced |
| West Oak Capital, LLC | 362 | $56.0K | 0.03% | −17−4.5% | Reduced |
| Wolff Wiese Magana LLC | 352 | $54.9K | 0.04% | −8,171−95.9% | Reduced |
| Flaharty Asset Management, LLC | 352 | $54.9K | 0.01% | +352 | New |
| Strategic Investment Solutions, Inc. | 315 | $54.5K | 0.00% | +315 | New |
| Moisand Fitzgerald Tamayo, LLC | 348 | $54.2K | 0.01% | +10+3.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 347 | $54.1K | 0.04% | +1+0.3% | Added |
| Blume Capital Management, Inc. | 345 | $53.8K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 338 | $52.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 372 | $52.5K | 0.01% | −35−8.6% | Reduced |
| Northwest Capital Management Inc | 327 | $51.0K | 0.02% | −38−10.4% | Reduced |
| Raffa Wealth Management, LLC | 316 | $49.3K | 0.02% | 00.0% | Unchanged |