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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.

Institutional holdersQ3 2023: 2,209 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ3 2023: $78.9B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EHP Funds Inc.0$00.00%−1,400−100.0%Sold out
Abacus Wealth Partners, LLC0$00.00%−1,395−100.0%Sold out
Titleist Asset Management, LLC0$00.00%−1,391−100.0%Sold out
Falcon Wealth Planning0$00.00%−1,381−100.0%Sold out
Becker Capital Management Inc0$00.00%−1,380−100.0%Sold out
Braun-Bostich & Associates Inc.0$00.00%−1,349−100.0%Sold out
Wealth Architects, LLC0$00.00%−1,319−100.0%Sold out
WBH Advisory Inc0$00.00%−1,314−100.0%Sold out
Dillon & Associates Inc0$00.00%−1,313−100.0%Sold out
Northwest Wealth Management, LLC0$00.00%−1,307−100.0%Sold out
Resource Consulting Group Inc0$00.00%−1,305−100.0%Sold out
Arthur M. Cohen & Associates, LLC0$00.00%−1,303−100.0%Sold out
Everhart Financial Group, Inc.0$00.00%−1,297−100.0%Sold out
Capital Advisors Inc0$00.00%−1,282−100.0%Sold out
Prosperity Financial Group, Inc.0$00.00%−1,280−100.0%Sold out
Nadler Financial Group, Inc.0$00.00%−1,276−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−1,268−100.0%Sold out
Renasant Bank0$00.00%−1,264−100.0%Sold out
Keystone Wealth Services, LLC0$00.00%−1,261−100.0%Sold out
Wealthquest Corp0$00.00%−1,254−100.0%Sold out
Bluesphere Advisors, LLC0$00.00%−1,244−100.0%Sold out
Northside Capital Management, LLC0$00.00%−1,242−100.0%Sold out
Fairhaven Wealth Management, LLC0$00.00%−1,238−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−1,255−100.0%Sold out
Aveo Capital Partners, LLC0$00.00%−1,231−100.0%Sold out
Atalanta Sosnoff Capital, LLC0$00.00%−1,228−100.0%Sold out
Berger Financial Group, Inc0$00.00%−1,226−100.0%Sold out
FSM Wealth Advisors, LLC0$00.00%−1,185−100.0%Sold out
Fulcrum Capital LLC0$00.00%−1,219−100.0%Sold out
Tranquility Partners, LLC0$00.00%−1,216−100.0%Sold out
Mayport, LLC0$00.00%−1,213−100.0%Sold out
E Fund Management Co., Ltd.0$00.00%−1,211−100.0%Sold out
Barnes Pettey Financial Advisors, LLC0$00.00%−1,209−100.0%Sold out
Tevis Investment Management0$00.00%−1,203−100.0%Sold out
Angeles Wealth Management, LLC0$00.00%−1,196−100.0%Sold out
RW Investment Management LLC0$00.00%−1,193−100.0%Sold out
Blue Barn Wealth, LLC0$00.00%−1,179−100.0%Sold out
KRS Capital Management, LLC0$00.00%−1,174−100.0%Sold out
Crestwood Advisors Group LLC0$00.00%−1,167−100.0%Sold out
Equitable Trust Co0$00.00%−1,160−100.0%Sold out
KCS Wealth Advisory0$00.00%−1,158−100.0%Sold out
Charles Schwab Trust Co0$00.00%−1,242−100.0%Sold out
Five Oceans Advisors0$00.00%−1,153−100.0%Sold out
Bond & Devick Financial Network, Inc.0$00.00%−1,141−100.0%Sold out
MONECO Advisors, LLC0$00.00%−1,139−100.0%Sold out
Act Wealth Management, LLC0$00.00%−1,139−100.0%Sold out
Welch Group, LLC0$00.00%−1,138−100.0%Sold out
Holderness Investments Co0$00.00%−1,137−100.0%Sold out
Independent Wealth Network Inc.0$00.00%−1,132−100.0%Sold out
Narus Financial Partners, LLC0$00.00%−1,125−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−1,011−100.0%Sold out
Clear Street Markets LLC0$00.00%−947−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−506−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−401−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−328−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−180−100.0%Sold out
Riverview Trust Co0$00.00%−159−100.0%Sold out
Safeguard Financial, LLC0$00.00%−119−100.0%Sold out
Disciplined Investments, LLC0$00.00%−109−100.0%Sold out
O'Dell Group, LLC0$00.00%−88−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−47−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−35−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−15−100.0%Sold out
25 LLC0$00.00%−9−100.0%Sold out
VitalStone Financial, LLC0$00.00%−9−100.0%Sold out
Pictet Asset Management SA––––Not filed
PFS Investments Inc.––––Not filed
EA Series Trust––––Not filed
Signature Wealth Management Group––––Not filed
Silverhawk Asset Management, LLC––––Not filed
Tiaa, FSB––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Ascension Asset Management LLC––––Not filed
Financial Architects, Inc––––Not filed
First National Bank of South Miami––––Not filed
Lumature Wealth Partners, LLC––––Not filed
44 Wealth Management LLC––––Not filed
Sentinus, LLC––––Not filed
Vigilant Capital Management, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
US Asset Management LLC––––Not filed
Intercontinental Wealth Advisors, LLC––––Not filed
BFT Financial Group, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
Cowen Prime Advisors LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Lansing Street Advisors––––Not filed
Piershale Financial Group, Inc.––––Not filed