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.
| 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 104,702 | $16.3M | 0.33% | −1,027−1.0% | Reduced |
| Kestra Advisory Services, LLC | 103,248 | $16.1M | 0.16% | −22,068−17.6% | Reduced |
| Godsey & Gibb Associates | 101,616 | $15.8M | 1.94% | +2,598+2.6% | Added |
| Mutual of America Capital Management LLC | 101,291 | $15.8M | 0.19% | −3,047−2.9% | Reduced |
| 1832 Asset Management L.P. | 100,782 | $15.7M | 0.03% | +28,515+39.5% | Added |
| Harvest Portfolios Group Inc. | 100,017 | $15.6M | 0.74% | +1,451+1.5% | Added |
| Swiss Life Asset Management Ltd | 98,854 | $15.4M | 0.24% | −19,971−16.8% | Reduced |
| Achmea Investment Management B.V. | 98,288 | $15.3M | 0.33% | −33,971−25.7% | Reduced |
| Janney Capital Management LLC | 97,815 | $15.2M | 1.17% | +6,727+7.4% | Added |
| Birch Hill Investment Advisors LLC | 97,605 | $15.2M | 0.91% | −9,501−8.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 97,467 | $15.2M | 0.14% | +97,467 | New |
| Blue Chip Partners, Inc. | 96,854 | $15.1M | 1.80% | +2,632+2.8% | Added |
| Southern Capital Advisors, LLC | 96,274 | $15.0M | 12.48% | +1,856+2.0% | Added |
| Verity & Verity, LLC | 95,902 | $14.9M | 1.87% | +3,795+4.1% | Added |
| Brookstone Capital Management | 97,882 | $14.9M | 0.33% | −1,603−1.6% | Reduced |
| Osher Van de Voorde Investment Management | 95,447 | $14.9M | 3.73% | +2,150+2.3% | Added |
| Bartlett & Co. LLC | 95,058 | $14.8M | 0.27% | −974−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 95,058 | $14.8M | 0.27% | −974−1.0% | Reduced |
| Brinker Capital Investments, LLC | 94,406 | $14.7M | 0.18% | −3,880−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 94,406 | $14.7M | 0.18% | −3,880−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 94,013 | $14.7M | 0.20% | −18,043−16.1% | Reduced |
| State of Alaska, Department of Revenue | 93,166 | $14.5M | 0.18% | −3,870−4.0% | Reduced |
| Gradient Investments LLC | 93,032 | $14.5M | 0.38% | −778−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 92,957 | $14.5M | 0.35% | −2,106−2.2% | Reduced |
| Atria Investments LLC | 92,742 | $14.5M | 0.26% | −6,067−6.1% | Reduced |
| Huntington National Bank | 91,775 | $14.3M | 0.14% | −2,955−3.1% | Reduced |
| La Banque Postale Asset Management SA | 91,690 | $14.3M | 0.32% | +37,792+70.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 91,217 | $14.2M | 1.04% | −939−1.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 90,825 | $14.2M | 0.58% | +1,361+1.5% | Added |
| DAGCO, Inc. | 201,995 | $14.1M | 8.15% | +197,469+4,363.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 90,395 | $14.1M | 2.15% | +979+1.1% | Added |
| International Assets Investment Management, LLC | 92,188 | $14.1M | 1.93% | +154+0.2% | Added |
| Zevin Asset Management LLC | 89,681 | $14.0M | 2.81% | +1,007+1.1% | Added |
| Private Advisor Group, LLC | 89,657 | $14.0M | 0.13% | −3,156−3.4% | Reduced |
| Greatmark Investment Partners, Inc. | 89,503 | $14.0M | 2.47% | +406+0.5% | Added |
| Commerce Bank | 89,415 | $13.9M | 0.11% | +2,318+2.7% | Added |
| Cresset Asset Management, LLC | 89,312 | $13.9M | 0.10% | +310.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 88,000 | $13.7M | 0.06% | +88,000 | New |
| Charter Trust Co | 86,967 | $13.6M | 1.08% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 86,757 | $13.5M | 3.17% | −396−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 86,161 | $13.4M | 2.01% | +60+0.1% | Added |
| Jefferies Financial Group Inc. | 85,803 | $13.4M | 0.33% | +84,703+7,700.3% | Added |
| Armstrong Advisory Group, Inc | 85,723 | $13.4M | 1.46% | +76+0.1% | Added |
| Nissay Asset Management Corp | 84,140 | $13.1M | 0.12% | +2,692+3.3% | Added |
| Miramar Capital, LLC | 83,837 | $13.1M | 3.55% | −2,577−3.0% | Reduced |
| FORA Capital, LLC | 83,817 | $13.1M | 1.15% | +49,018+140.9% | Added |
| Biechele Royce Advisors | 83,539 | $13.0M | 4.80% | +3,033+3.8% | Added |
| Jane Street Group, LLC | 83,241 | $13.0M | 0.02% | −158,608−65.6% | Reduced |
| CIBC World Markets Inc. | 82,925 | $12.9M | 0.05% | −9,480−10.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 82,568 | $12.9M | 0.22% | +1,212+1.5% | Added |
| United Capital Financial Advisers, LLC | 82,538 | $12.9M | 0.08% | +98+0.1% | Added |
| Richard C. Young & CO., LTD. | 82,271 | $12.8M | 1.83% | −169−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 82,093 | $12.8M | 0.40% | +7,917+10.7% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $12.8M | 4.43% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 81,283 | $12.7M | 0.26% | −280.0% | Reduced |
| Heritage Investors Management Corp | 80,637 | $12.6M | 0.53% | −956−1.2% | Reduced |
| Iowa State Bank | 80,082 | $12.5M | 3.24% | −389−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 80,035 | $12.5M | 0.19% | −15,870−16.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 79,634 | $12.4M | 0.21% | +370.0% | Added |
| Willis Investment Counsel | 79,518 | $12.4M | 0.94% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 79,325 | $12.4M | 0.62% | −64,096−44.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 79,000 | $12.3M | 0.16% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 78,655 | $12.3M | 0.03% | −31,694−28.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,976 | $12.2M | 0.04% | −5,622−6.7% | Reduced |
| Public Sector Pension Investment Board | 77,475 | $12.1M | 0.09% | +8,073+11.6% | Added |
| Evercore Wealth Management, LLC | 77,059 | $12.0M | 0.22% | −3,999−4.9% | Reduced |
| Jacobs & Co | 77,056 | $12.0M | 1.50% | +496+0.6% | Added |
| StrategIQ Financial Group, LLC | 76,590 | $11.9M | 1.38% | −394−0.5% | Reduced |
| Adviser Investments LLC | 76,094 | $11.9M | 0.26% | +68,376+885.9% | Added |
| Stack Financial Management, Inc | 75,411 | $11.8M | 1.37% | +652+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 75,389 | $11.8M | 0.02% | +45+0.1% | Added |
| Eastern Bank | 75,173 | $11.7M | 0.58% | +68,653+1,053.0% | Added |
| United Bank | 74,789 | $11.7M | 1.53% | +1,124+1.5% | Added |
| NewEdge Wealth, LLC | 74,693 | $11.6M | 0.37% | +4,571+6.5% | Added |
| Telos Capital Management, Inc. | 74,337 | $11.6M | 1.61% | +740+1.0% | Added |
| Vantage Investment Partners, LLC | 74,030 | $11.5M | 1.51% | +6,269+9.3% | Added |
| Hantz Financial Services, Inc. | 73,771 | $11.5M | 0.29% | +21,714+41.7% | Added |
| Rafferty Asset Management, LLC | 73,494 | $11.5M | 0.07% | −921−1.2% | Reduced |
| Gilbert & Cook, Inc. | 73,460 | $11.5M | 1.81% | +11,712+19.0% | Added |
| TCTC Holdings, LLC | 72,482 | $11.3M | 0.44% | +2,079+3.0% | Added |
| Daiwa Securities Group Inc. | 69,986 | $11.3M | 0.08% | +8,734+14.3% | Added |
| CWM, LLC | 71,296 | $11.1M | 0.07% | +13,257+22.8% | Added |
| Sowell Financial Services LLC | 71,222 | $11.1M | 0.70% | +7,389+11.6% | Added |
| Candriam Luxembourg S.C.A. | 71,099 | $11.1M | 0.09% | −93,370−56.8% | Reduced |
| Tamar Securities, LLC | 71,096 | $11.1M | 2.67% | +15,046+26.8% | Added |
| Segall Bryant & Hamill, LLC | 71,070 | $11.1M | 0.13% | +3,757+5.6% | Added |
| Captrust Financial Advisors | 71,054 | $11.1M | 0.04% | −5,336−7.0% | Reduced |
| United Services Automobile Association | 70,776 | $11.0M | 0.28% | +2,048+3.0% | Added |
| Ci Investments Inc. | 70,583 | $11.0M | 0.06% | −254,656−78.3% | Reduced |
| Welch & Forbes LLC | 70,496 | $11.0M | 0.18% | −711−1.0% | Reduced |
| Cetera Investment Advisers | 70,393 | $11.0M | 0.09% | +2,890+4.3% | Added |
| Quantitative Investment Management, LLC | 69,962 | $10.9M | 1.68% | +69,962 | New |
| CCM Investment Advisers LLC | 69,784 | $10.9M | 1.50% | −80−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 69,652 | $10.9M | 0.80% | +217+0.3% | Added |
| Peapack Gladstone Financial Corp | 69,563 | $10.8M | 0.20% | +130+0.2% | Added |
| Investment House LLC | 69,557 | $10.8M | 0.85% | −19,670−22.0% | Reduced |
| Pathstone Family Office, LLC | 64,568 | $10.8M | 0.08% | +20,260+45.7% | Added |
| Abner Herrman & Brock LLC | 69,447 | $10.8M | 1.66% | −50.0% | Reduced |
| Stillwater Capital Advisors, LLC | 69,225 | $10.8M | 1.96% | +302+0.4% | Added |
| Addenda Capital Inc. | 68,386 | $10.7M | 0.46% | −446−0.6% | Reduced |