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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
2,210
−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
906 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: 2,210 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 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 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$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
Trillium Asset Management, LLC189,927$29.6M0.89%−3,139−1.6%Reduced
D.A. Davidson & Co.189,106$29.5M0.32%+1,416+0.8%Added
MetLife Investment Management187,280$29.2M0.23%−5,032−2.6%Reduced
Manning & Napier Group, LLC186,646$29.1M0.36%−2,856−1.5%Reduced
Amalgamated Bank186,604$29.1M0.25%−6,321−3.3%Reduced
Badgley Phelps Wealth Managers, LLC185,642$28.9M0.99%−3,642−1.9%Reduced
American International Group, Inc.185,282$28.9M0.19%−4,520−2.4%Reduced
Millennium Management LLC185,257$28.9M0.03%−297,970−61.7%Reduced
Forsta Ap-Fonden185,100$28.9M0.32%+1,900+1.0%Added
Raymond James Trust N.A.183,341$28.6M0.85%−2,165−1.2%Reduced
Miller Howard Investments Inc182,326$28.4M1.04%−127,302−41.1%Reduced
Delta Asset Management LLC182,021$28.4M2.96%+2,378+1.3%Added
Skandinaviska Enskilda Banken AB (publ)181,302$28.3M0.19%−97,505−35.0%Reduced
Alps Advisors Inc176,976$27.6M0.23%−42,806−19.5%Reduced
Dearborn Partners LLC176,745$27.5M1.08%−600−0.3%Reduced
Zacks Investment Management175,030$27.3M0.35%+171,174+4,439.2%Added
Keybank National Association174,085$27.1M0.13%−5,034−2.8%Reduced
DnB Asset Management AS173,355$27.0M0.16%−2,200−1.3%Reduced
Jamison Private Wealth Management, Inc.172,993$27.0M5.58%+172,993New
Aquatic Capital Management LLC170,800$26.6M1.11%+158,400+1,277.4%Added
Nexus Investment Management ULC169,905$26.5M2.99%−775−0.5%Reduced
Fifth Third Bancorp165,226$25.8M0.12%−32,736−16.5%Reduced
Westshore Wealth, LLC165,023$25.7M14.29%00.0%Unchanged
Mercer Global Advisors Inc163,799$25.5M0.10%−4,259−2.5%Reduced
Retirement Systems of Alabama163,540$25.5M0.12%−1,185−0.7%Reduced
Sabal Trust CO160,890$25.1M1.68%−791−0.5%Reduced
AQR Capital Management LLC160,838$25.0M0.05%+49,356+44.3%Added
Vontobel Holding Ltd.159,545$24.9M0.23%+1,734+1.1%Added
Brown Advisory Inc159,527$24.9M0.04%−10,885−6.4%Reduced
Professional Advisory Services Inc159,432$24.9M4.09%+16,546+11.6%Added
Teacher Retirement System of Texas158,806$24.8M0.16%−6,704−4.1%Reduced
CIBC Private Wealth Group, LLC158,079$24.6M0.06%−4,047−2.5%Reduced
Klingenstein Fields & Co LP157,003$24.5M1.19%−1,694−1.1%Reduced
MML Investors Services, LLC156,097$24.3M0.13%+3,960+2.6%Added
Axxcess Wealth Management, LLC156,082$24.3M0.83%−29,170−15.7%Reduced
Marathon Asset Mgmt Ltd154,781$24.1M0.75%−8,120−5.0%Reduced
Natixis Advisors, L.P.153,625$23.9M0.07%−96,872−38.7%Reduced
First Manhattan Co153,554$23.9M0.09%−5,133−3.2%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund153,341$23.9M0.32%−2,700−1.7%Reduced
Umb Bank N A150,591$23.5M0.38%−7,280−4.6%Reduced
Texas Permanent School Fund149,944$23.4M0.23%−2,492−1.6%Reduced
KCM Investment Advisors LLC149,919$23.4M1.01%−3,571−2.3%Reduced
Parallax Volatility Advisers, L.P.147,343$23.0M0.81%+147,343New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys145,427$22.7M0.19%+19,023+15.0%Added
Eisler Capital (UK) Ltd.144,718$22.6M0.99%+144,718New
Waters Parkerson & Co., LLC143,685$22.4M1.34%+255+0.2%Added
IFM Investors Pty Ltd142,528$22.2M0.29%+4,133+3.0%Added
Stephens Inc141,829$22.1M0.42%+4,541+3.3%Added
Clarkston Capital Partners, LLC139,825$21.8M0.43%−1,425−1.0%Reduced
CIBC Asset Management Inc139,388$21.7M0.09%−3,221−2.3%Reduced
RSM US Wealth Management LLC136,437$21.3M0.75%+3,851+2.9%Added
HAP Trading, LLC135,838$21.2M5.24%+135,838New
Bank of Nova Scotia135,704$21.2M0.06%+71,616+111.7%Added
Varma Mutual Pension Insurance Co134,301$20.9M0.25%+62,000+85.8%Added
QRG Capital Management, Inc.132,763$20.7M0.36%+132,763New
Calamos Advisors LLC131,897$20.6M0.11%+120+0.1%Added
Modera Wealth Management, LLC131,635$20.5M0.39%−3,146−2.3%Reduced
Daymark Wealth Partners, LLC131,270$20.5M1.41%+11,838+9.9%Added
BI Asset Management Fondsmaeglerselskab A/S130,386$20.3M0.47%+10,766+9.0%Added
Donald L. Hagan, LLC130,182$20.3M12.18%−72−0.1%Reduced
Madison Asset Management, LLC129,107$20.1M0.30%−9,095−6.6%Reduced
Van Eck Associates Corp127,544$19.9M0.04%+18,856+17.3%Added
Czech National Bank126,414$19.7M0.31%+40,583+47.3%Added
Allianz Asset Management GmbH125,790$19.6M0.04%+9,675+8.3%Added
Stock Yards Bank & Trust Co125,215$19.5M0.75%−1,224−1.0%Reduced
Utah Retirement Systems124,718$19.4M0.28%+400+0.3%Added
Factory Mutual Insurance Co123,700$19.3M0.27%00.0%Unchanged
First Long Island Investors, LLC123,221$19.2M1.86%−500.0%Reduced
Prio Wealth Limited Partnership123,155$19.2M0.74%−4,368−3.4%Reduced
Xponance, Inc.122,770$19.1M0.26%+256+0.2%Added
Allspring Global Investments Holdings, LLC121,015$18.9M0.03%−90,033−42.7%Reduced
Cambridge Investment Research Advisors, Inc.120,947$18.9M0.09%+3,245+2.8%Added
Capula Management Ltd120,922$18.8M1.23%+118,242+4,412.0%Added
Pinnacle Financial Partners Inc120,282$18.7M0.48%+1,934+1.6%Added
Oakview Capital Management, L.P.119,392$18.6M8.24%−2,855−2.3%Reduced
Scotia Capital Inc.118,128$18.4M0.13%−2,527−2.1%Reduced
Synovus Financial Corp117,933$18.4M0.21%−1,913−1.6%Reduced
Alpha Cubed Investments, LLC117,172$18.3M1.23%−14,116−10.8%Reduced
Washington Trust Advisors, Inc.116,982$18.2M1.87%−964−0.8%Reduced
Wade G W & Inc116,701$18.2M0.68%+1,215+1.1%Added
GWM Advisors LLC114,371$17.8M0.20%−150,396−56.8%Reduced
Marcum Wealth, LLC114,012$17.8M2.14%−482−0.4%Reduced
Pinnacle Associates Ltd113,106$17.6M0.33%+7,386+7.0%Added
New York Life Investment Management LLC112,470$17.5M0.19%−883−0.8%Reduced
AE Wealth Management LLC111,290$17.3M0.10%+9,717+9.6%Added
Public Employees Retirement Association of Colorado109,877$17.1M0.09%−3,360−3.0%Reduced
Marco Investment Management LLC108,961$17.0M1.95%+526+0.5%Added
Yousif Capital Management, LLC108,865$17.0M0.22%−3,667−3.3%Reduced
Grimes & Company, Inc.108,743$16.9M0.66%+4,125+3.9%Added
Jennison Associates LLC108,064$16.8M0.01%+1,296+1.2%Added
Stewart & Patten Co LLC107,587$16.8M2.91%+2,194+2.1%Added
Neuberger Berman Group LLC107,164$16.7M0.02%+17,093+19.0%Added
GTS Securities LLC107,130$16.7M0.35%+103,437+2,800.9%Added
Nomura Holdings Inc107,124$16.7M0.18%+103,218+2,642.5%Added
Fidelity National Financial, Inc.106,701$16.6M0.46%00.0%Unchanged
Deprince Race & Zollo Inc106,314$16.6M0.40%−2,622−2.4%Reduced
Mayar Capital Ltd.105,827$16.5M14.08%+24,594+30.3%Added
Fisher Asset Management, LLC105,769$16.5M0.01%+13,786+15.0%Added
ProShare Advisors LLC104,834$16.3M0.05%−8,058−7.1%Reduced
Everett Harris & Co104,727$16.3M0.25%−1,627−1.5%Reduced