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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 68,206 | $10.6M | 0.22% | −4,700−6.4% | Reduced |
| Independent Advisor Alliance | 68,198 | $10.6M | 0.48% | −1,890−2.7% | Reduced |
| Formuepleje A/S | 68,003 | $10.6M | 0.98% | +6,047+9.8% | Added |
| Man Group plc | – | $10.6M | 0.03% | – | – |
| Beacon Pointe Advisors, LLC | 67,906 | $10.6M | 0.13% | +28,930+74.2% | Added |
| Woodmont Investment Counsel LLC | 67,887 | $10.6M | 1.12% | +1,271+1.9% | Added |
| Logan Capital Management Inc | 67,768 | $10.6M | 0.54% | +2,385+3.6% | Added |
| M&G Investment Management Ltd | 67,615 | $10.5M | 0.08% | +16,573+32.5% | Added |
| Lathrop Investment Management Corp | 67,525 | $10.5M | 2.27% | −2,801−4.0% | Reduced |
| Hendershot Investments Inc. | 67,376 | $10.5M | 1.76% | −1,777−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 65,256 | $10.5M | 0.11% | −2,998−4.4% | Reduced |
| Congress Asset Management Co | 67,180 | $10.5M | 0.09% | +2,020+3.1% | Added |
| Mackenzie Financial Corp | 67,871 | $10.4M | 0.02% | −620−0.9% | Reduced |
| Point72 Middle East FZE | 66,869 | $10.4M | 0.63% | +66,869 | New |
| Abn Amro Investment Solutions | 66,786 | $10.4M | 0.20% | +6,416+10.6% | Added |
| Gulf International Bank (UK) Ltd | 66,437 | $10.4M | 0.29% | −6,644−9.1% | Reduced |
| TownSquare Capital, LLC | 66,346 | $10.3M | 0.19% | −4,748−6.7% | Reduced |
| Congress Wealth Management LLC | 66,342 | $10.3M | 0.21% | +2,330+3.6% | Added |
| Graham Capital Management, L.P. | 66,096 | $10.3M | 0.31% | −48,708−42.4% | Reduced |
| British Columbia Investment Management Corp | 65,899 | $10.3M | 0.10% | +546+0.8% | Added |
| Guyasuta Investment Advisors Inc | 65,818 | $10.3M | 0.79% | −1,697−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 65,803 | $10.3M | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 65,692 | $10.2M | 0.16% | +1,152+1.8% | Added |
| Quadrature Capital Ltd | 65,199 | $10.2M | 0.21% | +5,428+9.1% | Added |
| Payden & Rygel | 65,210 | $10.2M | 0.80% | −300−0.5% | Reduced |
| Payden & Rygel Investment Group | 65,210 | $10.2M | 0.80% | +65,210 | New |
| Noesis Capital Mangement Corp | 65,147 | $10.2M | 2.66% | −373−0.6% | Reduced |
| Isthmus Partners, LLC | 65,111 | $10.1M | 1.46% | +498+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 65,062 | $10.1M | 1.14% | −1,894−2.8% | Reduced |
| 9258 Wealth Management, LLC | 64,433 | $10.0M | 1.95% | −613−0.9% | Reduced |
| Wesbanco Bank Inc | 63,735 | $9.93M | 0.43% | +1,025+1.6% | Added |
| Cullinan Associates Inc | 63,520 | $9.90M | 0.58% | +2,763+4.5% | Added |
| Stonebridge Capital Advisors LLC | 62,592 | $9.76M | 1.07% | +2,308+3.8% | Added |
| LVM Capital Management Ltd | 62,465 | $9.74M | 1.37% | −1,388−2.2% | Reduced |
| Ameritas Advisory Services, LLC | 62,214 | $9.69M | 0.48% | +56,859+1,061.8% | Added |
| Lynch & Associates | 61,215 | $9.54M | 2.52% | −479−0.8% | Reduced |
| Glenview Trust Co | 61,121 | $9.53M | 0.26% | −220−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 60,948 | $9.50M | 0.43% | +1,168+2.0% | Added |
| Integrated Wealth Concepts LLC | 60,802 | $9.48M | 0.17% | −4,754−7.3% | Reduced |
| Elo Mutual Pension Insurance Co | 60,661 | $9.46M | 0.29% | +1,139+1.9% | Added |
| Wilkins Investment Counsel Inc | 60,656 | $9.45M | 2.56% | −500−0.8% | Reduced |
| Prospera Financial Services Inc | 60,443 | $9.42M | 0.36% | +1,050+1.8% | Added |
| ING Groep NV | 60,201 | $9.38M | 0.08% | +44,760+289.9% | Added |
| Sigma Investment Counselors Inc | 60,083 | $9.37M | 0.71% | −207−0.3% | Reduced |
| Romano Brothers and Company | 59,631 | $9.29M | 1.45% | +320+0.5% | Added |
| Kentucky Retirement Systems | 59,059 | $9.21M | 0.32% | +785+1.3% | Added |
| Colony Group LLC | 58,828 | $9.17M | 0.14% | −107−0.2% | Reduced |
| Eagle Asset Management Inc | 58,599 | $9.13M | 0.05% | −366,552−86.2% | Reduced |
| Macquarie Group Ltd | 58,332 | $9.09M | 0.01% | +8,088+16.1% | Added |
| Capital Management Corp | 57,693 | $8.99M | 2.03% | +12,387+27.3% | Added |
| CapWealth Advisors, LLC | 57,498 | $8.96M | 1.15% | +1,159+2.1% | Added |
| Linscomb & Williams, Inc. | 57,408 | $8.95M | 0.52% | −1,979−3.3% | Reduced |
| Mastrapasqua Asset Management Inc | 57,382 | $8.94M | 1.05% | −444−0.8% | Reduced |
| Unigestion Holding SA | 57,478 | $8.94M | 0.55% | +10,986+23.6% | Added |
| Morgan Dempsey Capital Management LLC | 57,244 | $8.92M | 2.78% | +1,780+3.2% | Added |
| Eagle Ridge Investment Management | 56,505 | $8.81M | 0.96% | −209−0.4% | Reduced |
| Hamel Associates, Inc. | 56,158 | $8.75M | 3.20% | +152+0.3% | Added |
| Texas Yale Capital Corp. | 56,114 | $8.75M | 0.39% | −360−0.6% | Reduced |
| Lee Danner & Bass Inc | 55,998 | $8.73M | 0.79% | +4,057+7.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 55,800 | $8.70M | 0.04% | +55,800 | New |
| Maryland State Retirement & Pension System | 55,780 | $8.69M | 0.20% | +456+0.8% | Added |
| Capstone Investment Advisors, LLC | 55,711 | $8.68M | 0.23% | +38,808+229.6% | Added |
| Oppenheimer & Co Inc | 55,410 | $8.64M | 0.18% | +6,327+12.9% | Added |
| Amica Mutual Insurance Co | 55,289 | $8.62M | 1.01% | +15,401+38.6% | Added |
| First National Bank of Omaha | 53,904 | $8.40M | 0.55% | −3,289−5.8% | Reduced |
| Grace & White Inc | 53,690 | $8.37M | 1.56% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 53,481 | $8.34M | 0.30% | +339+0.6% | Added |
| Bryn Mawr Trust Co | 52,957 | $8.25M | 0.36% | −51,321−49.2% | Reduced |
| Bailard, Inc. | 52,896 | $8.24M | 0.27% | +41,317+356.8% | Added |
| Tredje AP-fonden | 52,738 | $8.22M | 0.12% | +704+1.4% | Added |
| Executive Wealth Management, LLC | 52,606 | $8.20M | 0.85% | +313+0.6% | Added |
| Anchor Investment Management, LLC | 52,546 | $8.19M | 1.07% | +507+1.0% | Added |
| Argent Trust Co | 52,459 | $8.18M | 0.45% | −867−1.6% | Reduced |
| Tower Bridge Advisors | 52,371 | $8.16M | 0.76% | +1,405+2.8% | Added |
| Bell Bank | 52,335 | $8.16M | 0.89% | +291+0.6% | Added |
| Securian Asset Management, Inc | 51,903 | $8.09M | 0.24% | −7,225−12.2% | Reduced |
| Assetmark, Inc | 51,893 | $8.09M | 0.03% | +7,466+16.8% | Added |
| Resources Management Corp | 50,889 | $7.93M | 1.29% | +994+2.0% | Added |
| LGT Group Foundation | 51,057 | $7.92M | 0.20% | −9,886−16.2% | Reduced |
| Advocate Group LLC | 50,727 | $7.91M | 1.83% | +1,361+2.8% | Added |
| First National Trust Co | 50,439 | $7.86M | 0.38% | −3,371−6.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,258 | $7.83M | 0.79% | −142−0.3% | Reduced |
| Stonegate Investment Group, LLC | 50,174 | $7.82M | 0.28% | −1,795−3.5% | Reduced |
| Shelton Capital Management | 49,895 | $7.78M | 0.29% | +10,800+27.6% | Added |
| Lowe Brockenbrough & Co Inc | 49,833 | $7.77M | 0.60% | −978−1.9% | Reduced |
| Hendley & Co Inc | 49,574 | $7.73M | 3.11% | +119+0.2% | Added |
| Intech Investment Management LLC | 49,536 | $7.72M | 0.11% | −24,098−32.7% | Reduced |
| Visionary Wealth Advisors | 49,524 | $7.72M | 0.63% | +324+0.7% | Added |
| Hartford Investment Management Co | 49,474 | $7.71M | 0.31% | −1,551−3.0% | Reduced |
| Edgar Lomax Co | 49,438 | $7.71M | 0.52% | −895−1.8% | Reduced |
| Evergreen Capital Management LLC | 49,264 | $7.68M | 0.34% | −3,082−5.9% | Reduced |
| MAI Capital Management | 49,056 | $7.65M | 0.11% | +612+1.3% | Added |
| Signaturefd, LLC | 48,926 | $7.63M | 0.20% | −798−1.6% | Reduced |
| Intact Investment Management Inc. | 48,800 | $7.61M | 0.33% | +3,750+8.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 48,250 | $7.52M | 0.30% | +1,623+3.5% | Added |
| CSM Advisors, LLC | 48,165 | $7.51M | 0.65% | −50−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 48,083 | $7.49M | 0.11% | +2,110+4.6% | Added |
| Tufton Capital Management | 48,081 | $7.49M | 1.67% | +1,284+2.7% | Added |
| Olstein Capital Management, L.P. | 48,000 | $7.48M | 1.28% | +1,000+2.1% | Added |
| Country Club Bank | 47,860 | $7.44M | 0.61% | −787−1.6% | Reduced |