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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 33,373 | $5.20M | 0.07% | −4,147−11.1% | Reduced |
| E. Ohman J:or Asset Management AB | 33,311 | $5.19M | 0.20% | +700+2.1% | Added |
| Murphy Pohlad Asset Management LLC | 33,279 | $5.19M | 2.27% | +900+2.8% | Added |
| Avantax Advisory Services, Inc. | 33,163 | $5.17M | 0.06% | +748+2.3% | Added |
| Advisory Services Network, LLC | 33,052 | $5.15M | 0.14% | +1,573+5.0% | Added |
| Meiji Yasuda Life Insurance Co | 32,988 | $5.14M | 0.14% | +17,224+109.3% | Added |
| Martin Capital Partners, LLC | 32,868 | $5.12M | 2.16% | +95+0.3% | Added |
| Farmers & Merchants Investments Inc | 32,854 | $5.12M | 0.20% | −1,914−5.5% | Reduced |
| tru Independence LLC | 32,775 | $5.11M | 1.77% | −1,840−5.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 32,647 | $5.09M | 2.57% | +453+1.4% | Added |
| Advisor Partners II, LLC | 32,591 | $5.08M | 0.20% | −2,109−6.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 32,453 | $5.06M | 0.44% | −808−2.4% | Reduced |
| Soltis Investment Advisors LLC | 32,336 | $5.04M | 0.65% | +1,508+4.9% | Added |
| Motco | 32,260 | $5.03M | 0.34% | −80−0.2% | Reduced |
| Fusion Capital, LLC | 32,204 | $5.02M | 2.83% | +1,391+4.5% | Added |
| Beacon Financial Group | 29,624 | $5.02M | 0.71% | −5,003−14.4% | Reduced |
| Cetera Advisors LLC | 32,190 | $5.02M | 0.08% | −2,114−6.2% | Reduced |
| Rench Wealth Management, Inc. | 32,168 | $5.01M | 2.30% | +673+2.1% | Added |
| Woodstock Corp | 32,061 | $5.00M | 0.63% | −18−0.1% | Reduced |
| Bogart Wealth, LLC | 31,989 | $4.99M | 0.31% | +4,087+14.6% | Added |
| Siemens Fonds Invest GmbH | 31,906 | $4.97M | 0.50% | +1,016+3.3% | Added |
| Ascent Wealth Partners, LLC | 31,779 | $4.95M | 0.91% | −443−1.4% | Reduced |
| Bokf, NA | 34,715 | $4.90M | 0.11% | −2,081−5.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 31,184 | $4.86M | 0.11% | −11,318−26.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 31,149 | $4.86M | 1.44% | +125+0.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 31,128 | $4.85M | 1.62% | +631+2.1% | Added |
| Verition Fund Management LLC | 30,926 | $4.82M | 0.06% | +19,854+179.3% | Added |
| TrinityPoint Wealth, LLC | 30,818 | $4.80M | 0.96% | −1,141−3.6% | Reduced |
| D L Carlson Investment Group Inc | 30,727 | $4.79M | 0.97% | −884−2.8% | Reduced |
| Bridge Creek Capital Management LLC | 30,725 | $4.79M | 1.82% | +18+0.1% | Added |
| Quintet Private Bank (Europe) S.A. | 30,489 | $4.75M | 0.32% | +574+1.9% | Added |
| Community Bank, N.A. | 30,457 | $4.75M | 0.67% | +1,153+3.9% | Added |
| Mather Group, LLC. | 30,229 | $4.71M | 0.08% | −604−2.0% | Reduced |
| Loomis Sayles & Co L P | 30,149 | $4.70M | 0.01% | −1,227−3.9% | Reduced |
| Ostrum Asset Management | 30,092 | $4.69M | 0.43% | −5,454−15.3% | Reduced |
| Bragg Financial Advisors, Inc | 30,021 | $4.68M | 0.25% | +1,926+6.9% | Added |
| Vision Capital Management, Inc. | 30,008 | $4.68M | 0.86% | +1,040+3.6% | Added |
| Cohen Klingenstein LLC | 29,982 | $4.67M | 0.21% | −78−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 29,956 | $4.67M | 0.23% | +6,992+30.4% | Added |
| Metropolitan Life Insurance Co | 29,925 | $4.66M | 0.24% | −1,661−5.3% | Reduced |
| Canal Capital Management, LLC | 29,845 | $4.65M | 0.95% | −150−0.5% | Reduced |
| Metis Global Partners, LLC | 29,817 | $4.65M | 0.22% | +4,603+18.3% | Added |
| Atwater Malick LLC | 29,806 | $4.65M | 2.04% | +436+1.5% | Added |
| Galvin, Gaustad & Stein, LLC | 29,778 | $4.64M | 0.47% | −1,472−4.7% | Reduced |
| Red Door Wealth Management, LLC | 29,700 | $4.63M | 1.16% | +27+0.1% | Added |
| Savant Capital, LLC | 29,567 | $4.61M | 0.07% | −2,509−7.8% | Reduced |
| Norinchukin Bank, The | 29,563 | $4.61M | 0.11% | −43,158−59.3% | Reduced |
| Associated Banc-Corp | 29,244 | $4.56M | 0.18% | +70+0.2% | Added |
| Horrell Capital Management, Inc. | 29,130 | $4.54M | 1.51% | −388−1.3% | Reduced |
| NewSquare Capital LLC | 29,451 | $4.52M | 0.48% | +1,207+4.3% | Added |
| Principal Street Partners, LLC | 28,940 | $4.51M | 0.89% | −778−2.6% | Reduced |
| Stolper Co | 28,888 | $4.50M | 1.95% | +99+0.3% | Added |
| Baxter Bros Inc | 28,850 | $4.50M | 0.68% | −4,217−12.8% | Reduced |
| Ethic Inc. | 28,754 | $4.48M | 0.16% | +4,526+18.7% | Added |
| Farmers National Bank | 28,564 | $4.45M | 1.55% | +1,650+6.1% | Added |
| Tudor Investment Corp Et Al | 28,553 | $4.45M | 0.07% | +28,553 | New |
| Foundations Investment Advisors, LLC | 28,446 | $4.43M | 0.14% | +125+0.4% | Added |
| Stokes Capital Advisors, LLC | 28,301 | $4.41M | 1.54% | −625−2.2% | Reduced |
| Culbertson A N & Co Inc | 28,286 | $4.41M | 0.88% | +43+0.2% | Added |
| Everence Capital Management Inc | 28,115 | $4.38M | 0.34% | +1,940+7.4% | Added |
| Keating Investment Counselors Inc | 27,932 | $4.35M | 1.48% | +970+3.6% | Added |
| Sawtooth Solutions, LLC | 27,727 | $4.32M | 0.14% | −3,301−10.6% | Reduced |
| Sepio Capital, LP | 27,697 | $4.32M | 0.37% | −1,252−4.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,660 | $4.31M | 0.08% | −1,118−3.9% | Reduced |
| Argyle Capital Management Inc. | 27,478 | $4.28M | 1.57% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 27,698 | $4.27M | 0.50% | +1,324+5.0% | Added |
| Banque Cantonale Vaudoise | 27,349 | $4.26M | 0.21% | −3,970−12.7% | Reduced |
| Eagle Rock Investment Company, LLC | 27,309 | $4.26M | 0.96% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 27,304 | $4.26M | 0.86% | −950−3.4% | Reduced |
| Peloton Wealth Strategists | 27,230 | $4.24M | 1.96% | −450−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 27,222 | $4.24M | 0.20% | +3,921+16.8% | Added |
| Federation des caisses Desjardins du Quebec | 26,869 | $4.19M | 0.04% | −3,115−10.4% | Reduced |
| Valeo Financial Advisors, LLC | 26,814 | $4.18M | 0.19% | +1,456+5.7% | Added |
| Lakeview Capital Partners, LLC | 26,687 | $4.16M | 0.81% | +1,715+6.9% | Added |
| William Allan, LLC | 26,622 | $4.15M | 3.29% | −415−1.5% | Reduced |
| Opus Investment Management Inc | 26,600 | $4.15M | 2.55% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 26,482 | $4.13M | 0.18% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 26,420 | $4.12M | 0.16% | −2,929−10.0% | Reduced |
| Coldstream Capital Management Inc | 26,390 | $4.11M | 0.13% | −1,445−5.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 26,368 | $4.11M | 0.32% | +350+1.3% | Added |
| McDaniel Terry & Co | 26,292 | $4.10M | 0.43% | +20.0% | Added |
| Arkadios Wealth Advisors | 26,143 | $4.07M | 0.39% | +4,172+19.0% | Added |
| Northwest Investment Counselors, LLC | 26,139 | $4.07M | 1.14% | +344+1.3% | Added |
| Benin Management CORP | 26,115 | $4.07M | 1.51% | +95+0.4% | Added |
| Freestone Capital Holdings, LLC | 25,887 | $4.04M | 0.21% | +4,831+22.9% | Added |
| Fosun International Ltd | 25,504 | $3.98M | 0.64% | +700+2.8% | Added |
| Hallmark Capital Management Inc | 25,490 | $3.97M | 0.33% | −415−1.6% | Reduced |
| Vise Technologies, Inc. | 25,413 | $3.96M | 0.97% | +1,029+4.2% | Added |
| Empirical Finance, LLC | 25,219 | $3.93M | 0.29% | +2,600+11.5% | Added |
| Atlantic Union Bankshares Corp | 25,154 | $3.92M | 0.40% | −1,845−6.8% | Reduced |
| Cypress Wealth Services, LLC | 25,136 | $3.92M | 1.09% | −60−0.2% | Reduced |
| Teilinger Capital Ltd. | 25,100 | $3.91M | 1.29% | +2,200+9.6% | Added |
| Butensky & Cohen Financial Security, Inc | 25,076 | $3.91M | 1.42% | +1,430+6.0% | Added |
| Stratos Wealth Advisors, LLC | 25,022 | $3.90M | 0.26% | −1,282−4.9% | Reduced |
| Verdence Capital Advisors LLC | 24,949 | $3.89M | 0.42% | +950+4.0% | Added |
| KMG Fiduciary Partners, LLC | 24,840 | $3.87M | 0.51% | −427−1.7% | Reduced |
| Independent Investors Inc | 24,811 | $3.87M | 0.98% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 24,728 | $3.85M | 1.70% | −3,020−10.9% | Reduced |
| Bowen Hanes & Co Inc | 24,706 | $3.85M | 0.13% | −498−2.0% | Reduced |
| Highland Capital Management, LLC | 24,544 | $3.83M | 0.26% | −8,268−25.2% | Reduced |