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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 314 | $49.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 302 | $47.1K | 0.02% | +90+42.5% | Added |
| Morton Brown Family Wealth, LLC | 300 | $46.8K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 293 | $45.7K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 278 | $43.3K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 269 | $41.9K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 266 | $41.3K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 260 | $40.5K | 0.01% | +90+52.9% | Added |
| RVW Wealth, LLC | 256 | $39.9K | 0.00% | +256 | New |
| Horizon Bancorp Inc | 253 | $39.0K | 0.02% | −550−68.5% | Reduced |
| TrimTabs Asset Management, LLC | 247 | $38.5K | 0.02% | −6,027−96.1% | Reduced |
| Steward Financial Group LLC | 247 | $38.0K | 0.01% | −128−34.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 239 | $37.3K | 0.01% | +230+2,555.6% | Added |
| VisionPoint Advisory Group, LLC | 239 | $37.3K | 0.02% | +98+69.5% | Added |
| Abound Wealth Management | 229 | $35.7K | 0.02% | +90+64.7% | Added |
| Front Row Advisors LLC | 221 | $34.4K | 0.02% | +46+26.3% | Added |
| Piscataqua Savings Bank | 218 | $34.0K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 215 | $33.0K | 0.03% | +1+0.5% | Added |
| M&R Capital Management Inc | 201 | $31.3K | 0.01% | −49−19.6% | Reduced |
| GoalVest Advisory LLC | 199 | $31.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 199 | $31.0K | 0.00% | −36−15.3% | Reduced |
| Kelly Financial Services LLC | 197 | $30.6K | 0.01% | +52+35.9% | Added |
| Cornerstone Planning Group LLC | 194 | $30.2K | 0.01% | −5−2.5% | Reduced |
| Bell Investment Advisors, Inc | 193 | $30.1K | 0.01% | −6−3.0% | Reduced |
| Guardian Wealth Management, Inc. | 191 | $29.8K | 0.03% | +2+1.1% | Added |
| Johnson Midwest Financial, LLC | 189 | $29.5K | 0.07% | +1+0.5% | Added |
| Joseph Group Capital Management | 175 | $27.3K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 165 | $26.0K | 0.01% | +1+0.6% | Added |
| Ofi Invest Asset Management | 170 | $25.0K | 0.00% | +170 | New |
| WFA of San Diego, LLC | 155 | $24.2K | 0.02% | −68−30.5% | Reduced |
| PrairieView Partners, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 142 | $22.1K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 145 | $22.0K | 0.01% | +1+0.7% | Added |
| Core Wealth Advisors, Inc. | 137 | $21.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 137 | $21.3K | 0.02% | +84+158.5% | Added |
| First Community Trust NA | 129 | $20.1K | 0.02% | −70−35.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 129 | $20.1K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 128 | $20.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 127 | $19.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 125 | $19.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 110 | $17.0K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 109 | $17.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $16.2K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 94 | $14.6K | 0.01% | −15−13.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 93 | $14.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 90 | $14.0K | 0.00% | +4+4.7% | Added |
| Centerpoint Advisors, LLC | 92 | $14.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 87 | $13.6K | 0.01% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 80 | $12.5K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 80 | $12.5K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 79 | $12.3K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 79 | $12.0K | 0.01% | −14−15.1% | Reduced |
| Eukles Asset Management | 73 | $11.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 71 | $11.1K | 0.01% | +71 | New |
| American State Bank (Iowa) | 70 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $10.2K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 65 | $10.1K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 63 | $9.76K | 0.01% | +63 | New |
| Rocky Mountain Advisers, LLC | 60 | $9.35K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 60 | $9.35K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $9.04K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 55 | $8.57K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 52 | $8.11K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $7.79K | 0.01% | −28−35.9% | Reduced |
| Centennial Bank | 50 | $7.79K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $7.79K | 0.00% | −108−68.4% | Reduced |
| Howard Capital Management Group, LLC | 46 | $7.17K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 45 | $7.01K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 44 | $6.86K | 0.01% | −26−37.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 42 | $6.55K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $6.24K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 38 | $5.92K | 0.01% | 00.0% | Unchanged |
| Lam Group, Inc. | 34 | $5.30K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 44 | $5.00K | 0.00% | +20+83.3% | Added |
| West Financial Advisors, LLC | 31 | $4.83K | 0.00% | +31 | New |
| Atlas Capital Advisors LLC | 31 | $4.83K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 30 | $4.68K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 30 | $4.61K | 0.00% | +1+3.4% | Added |
| Marquette Asset Management, LLC | 28 | $4.37K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 28 | $4.36K | 0.00% | −250−89.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 27 | $4.21K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $4.10K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $4.05K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 25 | $3.84K | 0.00% | +1+4.2% | Added |
| Atlantic Private Wealth, LLC | 24 | $3.74K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 23 | $3.64K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 23 | $3.59K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 22 | $3.43K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $3.27K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $3.27K | 0.00% | +21 | New |
| Magnolia Capital Management Ltd | 20 | $3.00K | 0.00% | −3,000−99.3% | Reduced |
| Global Wealth Strategies & Associates | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $2.18K | 0.00% | +14 | New |
| Authentikos Wealth Advisory, LLC | 12 | $1.87K | 0.00% | +12 | New |
| Iron Horse Wealth Management, LLC | 11 | $1.72K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $1.72K | 0.00% | +11 | New |