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 |
|---|---|---|---|---|---|
| Kennon-Green & Company, LLC | 18,147 | $2.83M | 2.81% | +114+0.6% | Added |
| Plimoth Trust Co LLC | 18,135 | $2.83M | 0.89% | −255−1.4% | Reduced |
| Marion Wealth Management | 17,993 | $2.80M | 0.99% | −205−1.1% | Reduced |
| United Asset Strategies, Inc. | 17,967 | $2.80M | 0.36% | −2,196−10.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 17,915 | $2.79M | 0.75% | +17,915 | New |
| Duality Advisers, LP | 17,806 | $2.78M | 0.34% | −5,210−22.6% | Reduced |
| Boyar Asset Management Inc. | 17,762 | $2.77M | 2.17% | −494−2.7% | Reduced |
| Montag A & Associates Inc | 17,754 | $2.77M | 0.17% | −955−5.1% | Reduced |
| SWS Partners | 17,698 | $2.76M | 1.02% | +163+0.9% | Added |
| McDonald Partners LLC | 17,591 | $2.74M | 0.89% | −62−0.4% | Reduced |
| Arvest Trust Co N A | 17,561 | $2.74M | 0.18% | −370−2.1% | Reduced |
| Fortis Advisors, LLC | 17,535 | $2.73M | 2.06% | +17,535 | New |
| Vaughan Nelson Investment Management, L.P. | 17,490 | $2.73M | 0.03% | +145+0.8% | Added |
| Harbor Capital Advisors, Inc. | 17,466 | $2.72M | 0.59% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 17,457 | $2.72M | 0.97% | −48−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,409 | $2.71M | 0.35% | −137−0.8% | Reduced |
| SG Americas Securities, LLC | 17,368 | $2.71M | 0.04% | −32,153−64.9% | Reduced |
| Banque Pictet & Cie SA | 17,349 | $2.70M | 0.03% | +1,521+9.6% | Added |
| Summit Global Investments | 17,298 | $2.70M | 0.18% | +12,602+268.4% | Added |
| Icon Wealth Partners, LLC | 17,188 | $2.68M | 0.30% | −7,961−31.7% | Reduced |
| Adams Asset Advisors, LLC | 17,185 | $2.68M | 0.36% | −611−3.4% | Reduced |
| Stanley-Laman Group, Ltd. | 17,180 | $2.68M | 0.46% | −678−3.8% | Reduced |
| Tiaa Trust, National Association | 17,126 | $2.67M | 0.01% | +17,126 | New |
| Kinneret Advisory, LLC | 17,121 | $2.67M | 0.33% | −10−0.1% | Reduced |
| Radnor Capital Management, LLC | 17,096 | $2.67M | 0.53% | +17,096 | New |
| Sage Capital Advisors,llc | 17,044 | $2.66M | 0.98% | +84+0.5% | Added |
| Monarch Capital Management Inc | 17,020 | $2.65M | 0.85% | +19+0.1% | Added |
| King Luther Capital Management Corp | 17,010 | $2.65M | 0.01% | −4,390−20.5% | Reduced |
| Greenline Partners, LLC | 16,989 | $2.65M | 0.50% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.63M | 1.34% | 00.0% | Unchanged |
| Cypress Capital Group | 16,886 | $2.63M | 0.38% | −803−4.5% | Reduced |
| Wedbush Securities Inc | 16,865 | $2.63M | 0.13% | +1,422+9.2% | Added |
| Miller Investment Management, LP | 16,859 | $2.63M | 0.41% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 16,843 | $2.63M | 0.02% | +16,843 | New |
| Exencial Wealth Advisors, LLC | 16,841 | $2.63M | 0.13% | −2,058−10.9% | Reduced |
| Intrepid Capital Management Inc | 16,839 | $2.62M | 1.81% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 16,688 | $2.60M | 0.76% | +259+1.6% | Added |
| JLB & Associates Inc | 16,654 | $2.60M | 0.41% | +745+4.7% | Added |
| Brighton Jones LLC | 16,612 | $2.59M | 0.13% | +5,650+51.5% | Added |
| Concentric Capital Strategies, LP | 16,603 | $2.59M | 0.29% | +16,603 | New |
| GHP Investment Advisors, Inc. | 16,673 | $2.59M | 0.16% | +371+2.3% | Added |
| Bradley Foster & Sargent Inc | 14,381 | $2.58M | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,503 | $2.57M | 0.28% | +1,617+10.9% | Added |
| Sculati Wealth Management, LLC | 16,438 | $2.56M | 1.31% | −103−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,436 | $2.56M | 0.25% | +4,879+42.2% | Added |
| Lake Street Advisors Group, LLC | 16,373 | $2.55M | 0.15% | −683−4.0% | Reduced |
| Vident Advisory, LLC | 16,358 | $2.55M | 0.08% | +16,358 | New |
| Pathway Financial Advisers, LLC | 16,307 | $2.54M | 1.05% | +16,307 | New |
| Gladstone Institutional Advisory LLC | 16,204 | $2.53M | 0.16% | −1,269−7.3% | Reduced |
| Zullo Investment Group, Inc. | 16,118 | $2.51M | 1.47% | +399+2.5% | Added |
| Jacobi Capital Management LLC | 16,046 | $2.50M | 0.28% | +131+0.8% | Added |
| Wolverine Asset Management LLC | 16,041 | $2.50M | 0.05% | +13,207+466.0% | Added |
| United Community Bank | 16,008 | $2.50M | 1.22% | +5,608+53.9% | Added |
| We Are One Seven, LLC | 15,963 | $2.49M | 0.19% | +317+2.0% | Added |
| Auxier Asset Management | 15,904 | $2.48M | 0.42% | −14−0.1% | Reduced |
| Clearstead Advisors, LLC | 15,894 | $2.48M | 0.15% | +116+0.7% | Added |
| Bridges Investment Management Inc | 15,804 | $2.46M | 0.09% | −1,617−9.3% | Reduced |
| Sigma Planning Corp | 15,750 | $2.45M | 0.09% | −18,494−54.0% | Reduced |
| Ontario Teachers Pension Plan Board | 15,734 | $2.45M | 0.03% | +2,739+21.1% | Added |
| Pinkerton Retirement Specialists, LLC | 15,684 | $2.44M | 0.53% | +166+1.1% | Added |
| Two Sigma Advisers, LP | 15,600 | $2.43M | 0.01% | +7,400+90.2% | Added |
| Trilogy Capital Inc. | 15,587 | $2.43M | 0.16% | +14,283+1,095.3% | Added |
| AustralianSuper Pty Ltd | 15,516 | $2.42M | 0.02% | −2,909−15.8% | Reduced |
| Truvestments Capital LLC | 15,504 | $2.42M | 1.26% | +348+2.3% | Added |
| BFSG, LLC | 15,441 | $2.41M | 0.39% | +1,628+11.8% | Added |
| Ieq Capital, LLC | 15,429 | $2.40M | 0.05% | −5,836−27.4% | Reduced |
| Alta Capital Management LLC | 15,335 | $2.39M | 0.17% | −324−2.1% | Reduced |
| Cypress Asset Management Inc | 15,312 | $2.39M | 0.80% | −98−0.6% | Reduced |
| Equitable Holdings, Inc. | 15,308 | $2.39M | 0.03% | +1,899+14.2% | Added |
| Charter Research & Investment Group, Inc. | 15,290 | $2.38M | 2.15% | −110−0.7% | Reduced |
| Shoker Investment Counsel, Inc. | 15,288 | $2.38M | 1.03% | −65−0.4% | Reduced |
| Jackson Wealth Management, LLC | 15,278 | $2.38M | 0.34% | +693+4.8% | Added |
| Te Ahumairangi Investment Management Ltd | 15,266 | $2.38M | 0.39% | +1,280+9.2% | Added |
| Portside Wealth Group, LLC | 15,216 | $2.37M | 0.45% | −1,377−8.3% | Reduced |
| Chatham Capital Group, Inc. | 15,203 | $2.37M | 0.53% | −14−0.1% | Reduced |
| Lincoln National Corp | 15,189 | $2.37M | 0.05% | −452−2.9% | Reduced |
| Sunbelt Securities, Inc. | 15,189 | $2.37M | 0.33% | −673−4.2% | Reduced |
| Exeter Financial, LLC | 15,150 | $2.36M | 1.25% | +77+0.5% | Added |
| Ballentine Partners, LLC | 15,116 | $2.36M | 0.06% | −303−2.0% | Reduced |
| Gunn & Co Investment Management, Inc. | 15,097 | $2.35M | 2.07% | +15,097 | New |
| Advisors Capital Management, LLC | 15,085 | $2.35M | 0.06% | +69+0.5% | Added |
| Trust Co of Toledo NA | 15,083 | $2.35M | 0.46% | +1,775+13.3% | Added |
| Tradition Wealth Management, LLC | 15,057 | $2.35M | 0.28% | +139+0.9% | Added |
| Searle & Co. | 15,050 | $2.35M | 0.80% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,046 | $2.35M | 0.06% | +15,046 | New |
| Harbour Investment Management LLC | 14,993 | $2.34M | 1.33% | −195−1.3% | Reduced |
| Bonness Enterprises Inc | 14,950 | $2.33M | 1.07% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 14,925 | $2.33M | 0.29% | −853−5.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,833 | $2.31M | 1.37% | +556+3.9% | Added |
| Investmark Advisory Group LLC | 14,828 | $2.31M | 1.57% | +134+0.9% | Added |
| Wealthfront Advisers LLC | 14,789 | $2.31M | 0.01% | −23,706−61.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,735 | $2.30M | 0.15% | +881+6.4% | Added |
| Rehmann Capital Advisory Group | 14,728 | $2.30M | 0.21% | −310−2.1% | Reduced |
| Sumitomo Life Insurance Co | 14,666 | $2.29M | 0.06% | −3,021−17.1% | Reduced |
| Mission Wealth Management, LP | 14,641 | $2.28M | 0.09% | +6,974+91.0% | Added |
| Towercrest Capital Management | 14,602 | $2.28M | 0.44% | +20.0% | Added |
| Silvercrest Asset Management Group LLC | 14,584 | $2.27M | 0.02% | −724−4.7% | Reduced |
| Mechanics Bank Trust Department | 14,581 | $2.27M | 0.38% | −172−1.2% | Reduced |
| Richard Bernstein Advisors LLC | 14,579 | $2.27M | 0.05% | +2,230+18.1% | Added |
| Cohen Investment Advisors LLC | 14,522 | $2.26M | 1.82% | +1,337+10.1% | Added |