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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 27,326 | $3.82M | 1.53% | +27,326 | New |
| Vaughan David Investments LLC | 24,483 | $3.82M | 0.12% | −409−1.6% | Reduced |
| Schulhoff & Co Inc | 24,328 | $3.79M | 1.92% | −1,488−5.8% | Reduced |
| Brady Family Wealth, LLC | 24,208 | $3.77M | 1.46% | +366+1.5% | Added |
| Summitry LLC | 24,156 | $3.77M | 0.25% | +773+3.3% | Added |
| FDx Advisors, Inc. | 24,126 | $3.76M | 0.31% | −14,338−37.3% | Reduced |
| Viking Fund Management LLC | 24,000 | $3.74M | 0.75% | +6,000+33.3% | Added |
| Sawyer & Company, Inc | 23,964 | $3.73M | 1.74% | +100+0.4% | Added |
| TD Private Client Wealth LLC | 23,902 | $3.73M | 0.16% | −4,714−16.5% | Reduced |
| Laffer Tengler Investments | 23,899 | $3.73M | 1.10% | +1,451+6.5% | Added |
| Vestcor Inc | 23,887 | $3.72M | 0.14% | −1,206−4.8% | Reduced |
| Greystone Financial Group, LLC | 23,834 | $3.72M | 0.93% | +23,834 | New |
| Papp L Roy & Associates | 23,729 | $3.70M | 0.50% | +157+0.7% | Added |
| Legacy Advisors, LLC | 23,718 | $3.70M | 0.60% | −6,891−22.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 23,693 | $3.69M | 0.01% | −171,917−87.9% | Reduced |
| Hengehold Capital Management LLC | 23,646 | $3.69M | 0.48% | +19,514+472.3% | Added |
| Bayesian Capital Management, LP | 23,500 | $3.66M | 0.42% | +23,500 | New |
| Horan Capital Advisors, LLC. | 23,480 | $3.66M | 1.47% | −375−1.6% | Reduced |
| Sovereign Financial Group, Inc. | 23,440 | $3.65M | 1.30% | −2,096−8.2% | Reduced |
| Pitcairn Co | 23,333 | $3.64M | 0.30% | +735+3.3% | Added |
| Commonwealth Retirement Investments LLC | 23,285 | $3.63M | 2.09% | +1,150+5.2% | Added |
| Westover Capital Advisors, LLC | 23,273 | $3.63M | 1.31% | −952−3.9% | Reduced |
| GSB Wealth Management, LLC | 23,087 | $3.60M | 1.20% | +482+2.1% | Added |
| Laurel Wealth Advisors LLC | 22,898 | $3.57M | 0.76% | −1,115−4.6% | Reduced |
| Tilson Financial Group, Inc. | 22,894 | $3.57M | 2.80% | +22,894 | New |
| Northwestern Mutual Investment Management Company, LLC | 22,829 | $3.56M | 0.10% | −34−0.1% | Reduced |
| Alberta Investment Management Corp | 22,800 | $3.55M | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 22,776 | $3.55M | 0.55% | −109−0.5% | Reduced |
| Ellsworth Advisors, LLC | 23,252 | $3.54M | 1.25% | +428+1.9% | Added |
| DFPG Investments, LLC | 25,201 | $3.53M | 0.33% | +3,820+17.9% | Added |
| Bleakley Financial Group, LLC | 22,613 | $3.52M | 0.12% | −767−3.3% | Reduced |
| Bridgeworth, LLC | 22,529 | $3.51M | 0.39% | +70.0% | Added |
| National Asset Management, Inc. | 22,342 | $3.48M | 0.09% | −1,451−6.1% | Reduced |
| Antonetti Capital Management LLC | 22,236 | $3.47M | 5.41% | −158−0.7% | Reduced |
| Shell Asset Management Co | 22,222 | $3.46M | 0.14% | −302−1.3% | Reduced |
| Madison Wealth Management | 22,183 | $3.46M | 0.73% | −302−1.3% | Reduced |
| Smith, Salley & Associates | 22,087 | $3.44M | 0.26% | −175−0.8% | Reduced |
| Brookmont Capital Management | 22,032 | $3.43M | 2.14% | −138−0.6% | Reduced |
| North Star Asset Management Inc | 22,019 | $3.43M | 0.20% | +683+3.2% | Added |
| Pavion Blue Capital, LLC | 21,928 | $3.42M | 2.08% | +889+4.2% | Added |
| Sheets Smith Wealth Management | 21,888 | $3.41M | 0.52% | −407−1.8% | Reduced |
| Deane Retirement Strategies, Inc. | 21,859 | $3.41M | 1.90% | +11,047+102.2% | Added |
| Sterling Investment Advisors, Ltd. | 21,846 | $3.41M | 1.19% | −68−0.3% | Reduced |
| Roundview Capital LLC | 21,770 | $3.39M | 0.34% | +68+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 21,682 | $3.38M | 0.25% | −39,599−64.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 21,610 | $3.37M | 0.35% | +3,962+22.5% | Added |
| Hudson Capital Management LLC | 21,554 | $3.36M | 1.34% | +861+4.2% | Added |
| City Holding Co | 21,427 | $3.34M | 0.59% | −2,409−10.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 21,345 | $3.33M | 0.35% | −2,305−9.7% | Reduced |
| Avidian Wealth Solutions, LLC | 21,288 | $3.32M | 0.23% | −626−2.9% | Reduced |
| Park National Corp | 21,240 | $3.31M | 0.15% | +588+2.8% | Added |
| Allworth Financial LP | 21,144 | $3.30M | 0.03% | +5,241+33.0% | Added |
| Physicians Financial Services, Inc. | 21,093 | $3.29M | 1.35% | −127−0.6% | Reduced |
| New England Research & Management, Inc. | 20,914 | $3.26M | 1.86% | −568−2.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 20,713 | $3.23M | 2.44% | +2,437+13.3% | Added |
| Virginia Wealth Management Group, Inc. | 20,685 | $3.22M | 2.18% | +194+0.9% | Added |
| Wright Investors Service Inc | 20,620 | $3.21M | 0.93% | +6,190+42.9% | Added |
| Farmers Trust Co | 20,531 | $3.20M | 0.74% | −466−2.2% | Reduced |
| Princeton Global Asset Management LLC | 20,461 | $3.19M | 0.91% | −423−2.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 20,223 | $3.15M | 0.12% | −7,140−26.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 20,210 | $3.15M | 0.69% | +10,390+105.8% | Added |
| Old Point Trust & Financial Services N A | 20,194 | $3.15M | 1.42% | +175+0.9% | Added |
| Fulton Bank, N.A. | 20,194 | $3.15M | 0.16% | +684+3.5% | Added |
| Horizon Investments, LLC | 20,305 | $3.13M | 0.10% | +422+2.1% | Added |
| Avitas Wealth Management LLC | 20,024 | $3.12M | 0.59% | −445−2.2% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $3.12M | 0.75% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 19,980 | $3.11M | 0.06% | −4,798−19.4% | Reduced |
| Millennium Capital Advisors, LLC | 19,914 | $3.10M | 2.65% | +242+1.2% | Added |
| Great Lakes Advisors, LLC | 19,868 | $3.10M | 0.03% | −28,601−59.0% | Reduced |
| Palisade Asset Management, LLC | 19,853 | $3.09M | 0.38% | −66−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,820 | $3.09M | 0.20% | −523−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,760 | $3.08M | 0.06% | −2,938−12.9% | Reduced |
| Fort Washington Investment Advisors Inc | 19,738 | $3.08M | 0.02% | −43−0.2% | Reduced |
| Erste Asset Management GmbH | 19,803 | $3.05M | 0.05% | +13,568+217.6% | Added |
| Perkins Coie Trust Co | 19,538 | $3.05M | 0.86% | −843−4.1% | Reduced |
| Cardinal Capital Management | 19,468 | $3.03M | 0.62% | +378+2.0% | Added |
| Paradigm Asset Management Co LLC | 19,224 | $3.00M | 0.85% | −1,000−4.9% | Reduced |
| Courier Capital LLC | 19,212 | $2.99M | 0.25% | +12+0.1% | Added |
| NBT Bank N A | 19,209 | $2.99M | 0.29% | +13,411+231.3% | Added |
| Anderson Hoagland & Co | 19,183 | $2.99M | 0.40% | +13+0.1% | Added |
| Phoenix Holdings Ltd. | 19,125 | $2.98M | 0.06% | +24+0.1% | Added |
| Commerzbank Aktiengesellschaft | 19,061 | $2.97M | 0.14% | +3,067+19.2% | Added |
| Parallel Advisors, LLC | 18,990 | $2.96M | 0.10% | +359+1.9% | Added |
| Twin Lakes Capital Management, LLC | 18,951 | $2.95M | 2.18% | +75+0.4% | Added |
| Stamos Capital Partners, L.P. | 18,760 | $2.92M | 0.65% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 18,733 | $2.92M | 1.12% | +267+1.4% | Added |
| Moody National Bank Trust Division | 18,726 | $2.92M | 0.19% | +2,056+12.3% | Added |
| Strategic Advisors LLC | 18,699 | $2.91M | 0.57% | +1,290+7.4% | Added |
| Dynamic Advisor Solutions LLC | 18,695 | $2.91M | 0.14% | +1,272+7.3% | Added |
| EP Wealth Advisors, LLC | 18,529 | $2.89M | 0.04% | −6,634−26.4% | Reduced |
| Aspire Private Capital, LLC | 18,422 | $2.87M | 0.94% | +70.0% | Added |
| Eudaimonia Partners, LLC | 18,317 | $2.86M | 0.69% | −157−0.8% | Reduced |
| Meritage Portfolio Management | 18,268 | $2.85M | 0.21% | −270−1.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,257 | $2.85M | 1.86% | +208+1.2% | Added |
| Arete Wealth Advisors, LLC | 18,241 | $2.84M | 0.49% | +2,660+17.1% | Added |
| Argonautica Private Wealth Management, Inc | 18,227 | $2.84M | 1.28% | +80.0% | Added |
| Pure Financial Advisors, Inc. | 18,225 | $2.84M | 0.12% | −271−1.5% | Reduced |
| Boston Private Wealth LLC | 18,183 | $2.83M | 0.06% | −2,904−13.8% | Reduced |
| Cary Street Partners Asset Management LLC | 18,179 | $2.83M | 0.53% | +253+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 18,164 | $2.83M | 0.84% | −18,876−51.0% | Reduced |