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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 47,502 | $7.40M | 1.58% | +153+0.3% | Added |
| Prudential PLC | 47,077 | $7.34M | 0.09% | +18,525+64.9% | Added |
| Citizens Financial Group Inc | 47,015 | $7.33M | 0.30% | −1,108−2.3% | Reduced |
| Mattern Capital Management, LLC | 46,996 | $7.33M | 1.19% | +3,309+7.6% | Added |
| XML Financial, LLC | 46,801 | $7.29M | 0.87% | −330−0.7% | Reduced |
| Engineers Gate Manager LP | 46,458 | $7.24M | 0.27% | +8,803+23.4% | Added |
| Koshinski Asset Management, Inc. | 46,398 | $7.23M | 0.83% | −409−0.9% | Reduced |
| Northeast Investment Management | 46,101 | $7.19M | 0.42% | −1,530−3.2% | Reduced |
| Spinnaker Trust | 45,829 | $7.14M | 0.54% | −1,046−2.2% | Reduced |
| Wealthcare Advisory Partners LLC | 45,515 | $7.09M | 0.33% | −416−0.9% | Reduced |
| Canada Pension Plan Investment Board | 45,010 | $7.02M | 0.01% | +41,680+1,251.7% | Added |
| Jensen Investment Management Inc | 44,885 | $7.00M | 0.06% | −1,442,820−97.0% | Reduced |
| Louisiana State Employees Retirement System | 44,800 | $6.98M | 0.16% | 00.0% | Unchanged |
| Tompkins Financial Corp | 44,012 | $6.86M | 1.08% | +5,573+14.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 43,973 | $6.85M | 0.17% | −47,727−52.0% | Reduced |
| Stratos Wealth Partners, LTD. | 43,951 | $6.85M | 0.15% | +2,300+5.5% | Added |
| Motley Fool Wealth Management, LLC | 44,001 | $6.85M | 0.40% | +8,136+22.7% | Added |
| Builder Investment Group Inc | 43,690 | $6.81M | 2.67% | −89−0.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 47,934 | $6.80M | 1.67% | −3,010−5.9% | Reduced |
| Keystone Financial Planning, Inc. | 43,557 | $6.79M | 2.37% | +646+1.5% | Added |
| Virginia Retirement Systems Et Al | 43,372 | $6.76M | 0.07% | −135,200−75.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 43,107 | $6.72M | 0.49% | +4,503+11.7% | Added |
| Crossmark Global Holdings, Inc. | 43,003 | $6.69M | 0.15% | −57−0.1% | Reduced |
| FIL Ltd | 42,639 | $6.65M | 0.01% | +1,527+3.7% | Added |
| Dean Investment Associates, LLC | 42,444 | $6.62M | 1.09% | +557+1.3% | Added |
| Zions Bancorporation, N.A. | 42,430 | $6.61M | 0.58% | +2,330+5.8% | Added |
| Exchange Traded Concepts, LLC | 42,132 | $6.57M | 0.19% | +274+0.7% | Added |
| Mark Stevens | 41,996 | $6.55M | 0.87% | −420−1.0% | Reduced |
| Granite Bay Wealth Management, LLC | 37,800 | $6.53M | 0.06% | +37,800 | New |
| Ibex Wealth Advisors | 41,843 | $6.52M | 1.66% | +41,843 | New |
| Borer Denton & Associates, Inc. | 41,795 | $6.51M | 2.69% | −150.0% | Reduced |
| JustInvest LLC | 41,736 | $6.51M | 0.19% | −2,402−5.4% | Reduced |
| Hennessy Advisors Inc | 41,700 | $6.50M | 0.46% | −1,000−2.3% | Reduced |
| Haverford Financial Services, Inc. | 41,506 | $6.47M | 2.09% | −70−0.2% | Reduced |
| HB Wealth Management, LLC | 41,199 | $6.42M | 0.10% | +2,060+5.3% | Added |
| Acadian Asset Management LLC | 41,126 | $6.41M | 0.03% | +35,715+660.0% | Added |
| HBK Sorce Advisory LLC | 40,901 | $6.38M | 0.28% | −1,755−4.1% | Reduced |
| MainStreet Investment Advisors LLC | 40,878 | $6.37M | 0.74% | −1,718−4.0% | Reduced |
| Headinvest, LLC | 41,005 | $6.36M | 1.38% | −250−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,797 | $6.36M | 0.09% | +6,125+17.7% | Added |
| Wolverine Trading, LLC | 40,571 | $6.32M | 0.06% | +3,495+9.4% | Added |
| Griffin Asset Management, Inc. | 40,394 | $6.30M | 0.89% | +412+1.0% | Added |
| Sky Investment Group LLC | 40,286 | $6.28M | 1.43% | +309+0.8% | Added |
| Sand Hill Global Advisors, LLC | 40,280 | $6.28M | 0.35% | −850−2.1% | Reduced |
| Ironwood Investment Counsel, LLC | 40,246 | $6.27M | 1.48% | 00.0% | Unchanged |
| Garland Capital Management Inc | 40,216 | $6.27M | 4.42% | +170.0% | Added |
| B&D White Capital Company, LLC | 40,135 | $6.26M | 2.34% | +36,835+1,116.2% | Added |
| Pallas Capital Advisors LLC | 45,027 | $6.25M | 0.38% | +5,943+15.2% | Added |
| ARS Wealth Advisors Group, LLC | 40,063 | $6.24M | 1.02% | +1,003+2.6% | Added |
| CIBC World Markets Corp | 39,920 | $6.22M | 0.06% | −45,014−53.0% | Reduced |
| Toroso Investments, LLC | 39,895 | $6.22M | 0.19% | −2,451−5.8% | Reduced |
| Waterfront Wealth Inc. | 41,751 | $6.20M | 2.03% | +25+0.1% | Added |
| Riverview Capital Advisers, LLC | 39,775 | $6.20M | 2.75% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 39,664 | $6.18M | 5.28% | 00.0% | Unchanged |
| Albion Financial Group | 39,589 | $6.17M | 0.57% | +1,084+2.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 39,585 | $6.17M | 4.15% | −150.0% | Reduced |
| SYSTM Wealth Solutions LLC | 39,511 | $6.16M | 0.95% | −23,348−37.1% | Reduced |
| Caldwell Trust Co | 39,434 | $6.15M | 0.84% | −399−1.0% | Reduced |
| Massmutual Trust Co FSB | 39,201 | $6.11M | 0.23% | −1,967−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 39,039 | $6.09M | 0.19% | −8,053−17.1% | Reduced |
| Great Valley Advisor Group, Inc. | 38,979 | $6.08M | 0.25% | +4,381+12.7% | Added |
| Agf Management Ltd | 38,475 | $6.00M | 0.04% | −4,150−9.7% | Reduced |
| Naples Global Advisors, LLC | 38,319 | $5.97M | 0.72% | +904+2.4% | Added |
| Inlet Private Wealth, LLC | 38,030 | $5.93M | 1.95% | −2,933−7.2% | Reduced |
| Bank of New Hampshire | 37,836 | $5.90M | 1.77% | −60−0.2% | Reduced |
| CX Institutional | 37,813 | $5.89M | 0.32% | −7,043−15.7% | Reduced |
| Davy Global Fund Management Ltd | 37,686 | $5.87M | 1.21% | +1,665+4.6% | Added |
| New Mexico Educational Retirement Board | 37,662 | $5.87M | 0.25% | +2,200+6.2% | Added |
| Empowered Funds, LLC | 37,612 | $5.86M | 0.17% | +3,554+10.4% | Added |
| Rowland & Co Investment Counsel | 37,580 | $5.86M | 1.45% | +2,065+5.8% | Added |
| Snowden Capital Advisors LLC | 37,553 | $5.85M | 0.25% | −1,964−5.0% | Reduced |
| BancorpSouth Bank | 37,492 | $5.84M | 0.51% | −198−0.5% | Reduced |
| Iams Wealth Management, LLC | 37,338 | $5.82M | 4.03% | +37,338 | New |
| EagleClaw Capital Managment, LLC | 36,980 | $5.76M | 1.31% | +640+1.8% | Added |
| Savoie Capital LLC | 36,928 | $5.76M | 1.51% | +36,928 | New |
| Cornerstone Advisors, LLC | 36,900 | $5.75M | 0.27% | −4,600−11.1% | Reduced |
| Atria Wealth Solutions, Inc. | 36,861 | $5.75M | 0.08% | −824−2.2% | Reduced |
| Whittier Trust Co | 36,785 | $5.73M | 0.10% | +32+0.1% | Added |
| Eastover Investment Advisors LLC | 36,624 | $5.71M | 3.43% | +166+0.5% | Added |
| Kesler, Norman & Wride, LLC | 36,554 | $5.70M | 1.43% | −19−0.1% | Reduced |
| Venture Visionary Partners LLC | 36,476 | $5.69M | 0.34% | +3,469+10.5% | Added |
| Johnson Investment Counsel Inc | 36,353 | $5.67M | 0.07% | −22−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 36,278 | $5.65M | 0.30% | +17,547+93.7% | Added |
| Caption Management, LLC | 35,832 | $5.59M | 0.72% | +25,432+244.5% | Added |
| Birch Capital Management, LLC | 35,739 | $5.57M | 3.53% | +1,434+4.2% | Added |
| Bard Financial Services, Inc. | 35,450 | $5.53M | 0.68% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 34,964 | $5.45M | 0.62% | +77+0.2% | Added |
| Wambolt & Associates, LLC | 35,055 | $5.44M | 1.97% | −110−0.3% | Reduced |
| PDS Planning, Inc | 34,706 | $5.41M | 0.70% | −267−0.8% | Reduced |
| Clark Capital Management Group, Inc. | 34,699 | $5.41M | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 34,662 | $5.40M | 0.06% | +1,474+4.4% | Added |
| North Star Investment Management Corp. | 34,564 | $5.39M | 0.45% | −892−2.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,461 | $5.38M | 0.07% | +4,724+15.9% | Added |
| CWA Asset Management Group, LLC | 33,974 | $5.30M | 0.39% | +1,014+3.1% | Added |
| Columbia Asset Management | 33,748 | $5.26M | 1.17% | −667−1.9% | Reduced |
| Perigon Wealth Management, LLC | 33,735 | $5.26M | 0.21% | −1,982−5.5% | Reduced |
| Boston Research & Management Inc | 33,693 | $5.25M | 1.55% | +597+1.8% | Added |
| Northwest Bancshares, Inc. | 33,569 | $5.23M | 1.00% | +949+2.9% | Added |
| Sequoia Financial Advisors, LLC | 33,515 | $5.22M | 0.09% | −1,678−4.8% | Reduced |
| Wharton Business Group, LLC | 33,393 | $5.21M | 0.29% | +17,925+115.9% | Added |