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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 11 | $1.68K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 6 | $1.00K | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 5 | $847 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5 | $779 | 0.00% | −198−97.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $359 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2 | $312 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 596 | – | – | +367+160.3% | Added |
| Quilter Plc | 11,338 | – | – | +98+0.9% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Horizons Wealth Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| HS Management Partners, LLC | 0 | $0 | 0.00% | −413,268−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −127,446−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −107,522−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −104,570−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −59,792−100.0% | Sold out |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 0 | $0 | 0.00% | −59,400−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −55,497−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −55,203−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −47,814−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −38,761−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −37,189−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −33,683−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −30,883−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −28,190−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −27,228−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −26,216−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −23,437−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −20,024−100.0% | Sold out |
| Marietta Wealth Management, LLC | 0 | $0 | 0.00% | −19,843−100.0% | Sold out |
| Chapman Investment Management, LLC | 0 | $0 | 0.00% | −19,196−100.0% | Sold out |
| G&S Capital LLC | 0 | $0 | 0.00% | −14,184−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −13,805−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −12,286−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −11,871−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,932−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −9,345−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −9,166−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Petredis Investment Advisors LLC | 0 | $0 | 0.00% | −8,801−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −8,171−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,975−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −7,517−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −7,051−100.0% | Sold out |
| Woodard & Co Asset Management Group Inc | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −5,740−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Guardian Investment Management | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Triangle Securities Wealth Management | 0 | $0 | 0.00% | −4,345−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Ocean Capital Management, LLC | 0 | $0 | 0.00% | −3,938−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Mogy Joel R Investment Counsel Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Corrigan Financial, Inc. | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| Martel Wealth Advisors Inc | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,658−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,022−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,941−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| WD Rutherford LLC | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| Apexium Financial, LP | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,501−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −13,474−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Summit Financial Group Inc | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |