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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.

Q4 2022 vs. Q3 2022

How the institutions holding United Parcel Service Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of UPS: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2,130502,236+156
Shares518.3M2.26M516.0M−42.7K (0.0%)
Value$83.8B$365.3M$89.6B+$6.18B (+7.4%)

50 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (248)

Institutions that held United Parcel Service Inc at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 248 by value.

Institutions new to UPS in Q4 2022
InstitutionSharesValue% of portfolio
CFO4Life, L.P.319,274$55.5M11.80%
CI Private Wealth, LLC299,700$52.2M0.19%
Twin Tree Management, LP168,782$29.3M0.90%
Godsey & Gibb Associates98,301$17.1M3.24%
International Assets Investment Management, LLC96,557$16.8M1.74%
Parallax Volatility Advisers, L.P.94,734$16.5M0.43%
Daymark Wealth Partners, LLC91,773$16.0M2.82%
Harvest Portfolios Group Inc.91,353$15.9M0.91%
Armstrong Advisory Group, Inc85,702$14.9M1.96%
SYSTM Wealth Solutions LLC64,270$11.2M1.39%
Maryland State Retirement & Pension System57,856$10.1M0.29%
NFJ Investment Group, LLC55,497$9.65M0.25%
Zenyatta Capital Management LP55,000$9.56M5.34%
Wealth Enhancement Advisory Services, LLC49,824$8.82M0.11%
Laurion Capital Management LP50,064$8.70M0.24%
La Banque Postale Asset Management SA48,348$8.40M0.24%
Builder Investment Group Inc37,779$6.57M3.12%
Iams Wealth Management, LLC33,494$5.82M5.93%
True Signal LP33,351$5.80M4.37%
Brookfield Asset Management Inc.32,673$5.68M0.02%
Empowered Funds, LLC31,760$5.52M0.36%
Agf Management Ltd31,268$5.44M0.04%
Haverford Financial Services, Inc.30,728$5.34M1.47%
Allstate Investment Management Co30,037$5.22M0.16%
Coldstream Capital Management Inc28,246$4.91M0.18%
Cyndeo Wealth Partners, LLC28,015$4.87M0.57%
Brady Family Wealth, LLC23,876$4.15M1.71%
Bleakley Financial Group, LLC23,188$4.03M0.14%
Tilson Financial Group, Inc.22,894$3.98M3.39%
Commonwealth Retirement Investments LLC21,219$3.69M2.24%
Argonautica Private Wealth Management, Inc20,736$3.60M1.85%
Occudo Quantitative Strategies LP20,485$3.56M0.41%
Johnson & White Wealth Management, LLC122,695$3.31M4.86%
FORA Capital, LLC18,129$3.15M0.51%
Nomura Holdings Inc17,629$3.08M0.03%
Kennon-Green & Company, LLC17,505$3.04M3.03%
Investment Management Corp of Ontario15,875$2.76M0.13%
Beverly Hills Private Wealth, LLC15,720$2.73M1.19%
Pathway Financial Advisers, LLC15,459$2.69M1.09%
Arabesque Asset Management Ltd14,423$2.51M0.85%
DFPG Investments, LLC11,896$2.17M0.36%
Auto-Owners Insurance Co12,300$2.14M0.08%
Financial Partners Group, LLC11,531$2.00M1.18%
WBI Investments11,454$1.99M0.43%
Houlihan Financial Resource Group, Ltd.11,030$1.92M1.11%
Beacon Investment Advisors LLC10,909$1.90M1.58%
Worldquant Millennium Advisors LLC10,283$1.79M0.04%
One River Asset Management, LLC10,019$1.76M1.21%
Cora Capital Advisors LLC10,034$1.74M1.20%
Meeder Advisory Services, Inc.9,729$1.69M0.21%
Gries Financial LLC9,188$1.60M0.53%
LGT Fund Management Co Ltd.9,000$1.56M0.68%
Petredis Investment Advisors LLC8,927$1.55M0.28%
Applied Capital LLC8,884$1.54M1.54%
AFS Financial Group, LLC8,382$1.46M1.04%
Paralel Advisors LLC8,223$1.43M0.08%
Taylor Hoffman Wealth Management8,108$1.41M0.86%
Q Capital Solutions8,105$1.41M2.79%
Marex Group plc7,981$1.39M0.20%
Lakewood Asset Management LLC7,440$1.29M1.05%
Connectus Wealth, LLC6,883$1.20M0.03%
Coppell Advisory Solutions LLC6,611$1.15M0.41%
Coppell Advisory Solutions Corp.6,611$1.15M0.41%
Rollins Financial6,293$1.09M0.41%
Massachusetts Wealth Management5,875$1.09M1.05%
Aspen Wealth Strategies, LLC6,255$1.09M0.87%
Bremer Bank National Association6,020$1.05M0.20%
Phillips Wealth Planners LLC5,389$1.01M1.76%
Strategic Investment Solutions, Inc.5,189$992.7K0.49%
SageView Advisory Group, LLC4,970$864.0K0.07%
Jefferies Financial Group Inc.4,960$862.2K0.01%
Mork Capital Management, LLC4,820$837.9K0.64%
First County Bank4,607$800.9K0.38%
Hirtle Callaghan & Co LLC4,586$797.2K0.05%
Delta Financial Group, Inc.4,467$790.0K0.35%
Park Place Capital Corp4,378$761.0K0.21%
Ignite Planners, LLC4,129$751.9K0.31%
Gallagher Benefit Services, Inc.4,283$745.1K0.16%
Insigneo Advisory Services, LLC4,004$696.0K0.26%
Compass Wealth Management LLC3,796$659.9K0.22%
Golden Green, Inc.3,578$622.0K0.64%
Inceptionr LLC3,570$620.6K0.33%
Viawealth, LLC3,308$601.0K0.49%
Tilt Investment Management Holdings, PBC3,385$588.4K0.50%
Live Oak Investment Partners–$569.1K0.52%
Mill Creek Capital Advisors, LLC3,244$563.9K0.02%
SRN Advisors, LLC3,170$551.1K0.55%
Kennedy Investment Group3,160$549.4K0.35%
Breakwater Capital Group3,131$544.3K0.28%
Parkside Investments, LLC3,125$543.3K0.11%
STAR Financial Bank3,110$540.6K0.54%
River Street Advisors LLC3,099$538.7K0.58%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,005$522.4K0.16%
Wallace Advisory Group, LLC2,984$518.7K0.41%
Dover Advisors, LLC2,938$510.7K0.55%
Luken Investment Analytics, LLC2,919$507.4K0.32%
MRP Capital Investments, LLC2,887$501.8K0.55%
Gallacher Capital Management LLC2,853$496.0K0.30%
Alliance Wealth Advisors, LLC2,825$491.1K0.22%
Register Financial Advisors LLC2,752$478.4K0.31%

Sold out (92)

Institutions that held United Parcel Service Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of UPS in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
MUFG Americas Holdings Corp290,807$47.0M
Twinbeech Capital LP270,554$43.7M
Scopus Asset Management, L.P.175,000$28.3M
Balyasny Asset Management LLC82,234$13.3M
Interval Partners, LP71,600$11.6M
Capital Fund Management S.A.68,905$11.1M
Howard Hughes Medical Institute66,000$10.7M
Churchill Management Corp62,456$10.1M
Tudor Investment Corp Et Al55,939$9.04M
Grantham, Mayo, Van Otterloo & Co. LLC43,600$7.04M
Bayesian Capital Management, LP40,244$6.50M
Two Sigma Advisers, LP33,300$5.38M
AlphaCrest Capital Management LLC26,088$4.21M
Connor, Clark & Lunn Investment Management Ltd.17,280$2.79M
Graham Capital Management, L.P.13,876$2.24M
Wakefield Asset Management LLLP13,722$2.22M
Cordatus Wealth Management LLC13,202$2.13M
Copperwynd Financial, LLC11,763$1.90M
Shellback Capital, LP10,000$1.61M
Baader Bank INC9,874$1.60M
Winton Group Ltd9,230$1.49M
Caxton Associates LP9,102$1.47M
Centiva Capital, LP7,860$1.27M
ExodusPoint Capital Management, LP7,472$1.21M
MUFG Securities EMEA plc7,000$1.13M
Asio Capital, LLC6,782$1.10M
Souders Financial Advisors6,593$1.06M
Berkshire Asset Management LLC6,224$1.00M
Wolverine Trading, LLC6,021$995.0K
Quantamental Technologies LLC6,092$984.0K
Machina Capital S.A.S.5,941$960.0K
Gyon Technologies Capital Management, LP5,882$950.0K
HBK Investments L P5,480$885.0K
Axiom Financial Strategies, LLC5,233$845.0K
XTX Topco Ltd5,006$809.0K
Chimera Capital Management LLC4,987$806.0K
Quinn Opportunity Partners LLC3,920$633.2K
Cinctive Capital Management LP3,865$624.0K
Tradewinds, LLC.3,743$605.0K
Echo Street Capital Management LLC3,669$593.0K
Stevens Capital Management LP3,193$516.0K
Highland Private Wealth Management3,119$504.0K
Bluefin Capital Management, LLC2,950$477.0K
Cypress Capital Management LLC2,891$467.0K
Next Level Private LLC2,779$467.0K
MBL Wealth, LLC2,707$437.0K
DSC Advisors, L.P.2,699$436.0K
GPS Wealth Strategies Group, LLC2,667$431.0K
OPSEU Pension Plan Trust Fund2,590$420.0K
Bridgewater Associates, LP2,419$391.0K
Healthcare of Ontario Pension Plan Trust Fund2,391$386.0K
Renasant Bank2,342$378.0K
Allen Capital Group, LLC2,128$344.0K
Cahill Financial Advisors Inc2,076$336.0K
VELA Investment Management, LLC2,048$331.0K
Jump Financial, LLC1,851$299.0K
Saxon Interests, Inc.1,717$288.0K
Asahi Life Asset Management Co., Ltd.1,725$279.0K
WCG Wealth Advisors LLC1,507$273.0K
Premier Asset Management LLC1,654$267.0K
Hartline Investment Corp1,634$264.0K
Oak Thistle LLC1,626$263.0K
Sustainable Insight Capital Management, LLC1,535$248.0K
Summit Financial Strategies, Inc.1,529$247.0K
Clare Market Investments LLC1,500$242.3K
Yorktown Management & Research Co Inc1,500$242.0K
Bellecapital International Ltd.1,491$241.0K
Sanders Morris Harris LLC1,470$238.0K
Standard Family Office LLC1,434$232.0K
Aurora Private Wealth, Inc.1,372$222.0K
Ionic Capital Management LLC1,313$212.0K
Resource Consulting Group Inc1,305$211.0K
Gamco Investors, Inc. Et Al1,285$208.0K
Petrus Trust Company, LTA1,275$206.0K
Mma Asset Management LLC1,271$205.0K
Tevis Investment Management1,066$173.0K
New England Asset Management Inc956$154.0K
Garde Capital, Inc.758$122.0K
Householder Group Estate & Retirement Specialist, LLC615$99.0K
Aquatic Capital Management LLC500$81.0K
Castle Wealth Management LLC461$74.0K
FAI Wealth Management400$64.0K
Wagner Wealth Management, LLC196$32.0K
Oxler Private Wealth LLC123$20.0K
Axim Planning & Wealth110$18.0K
EdgeRock Capital LLC96$16.0K
Migdal Insurance & Financial Holdings Ltd.80$13.0K
Sage Private Wealth Group, LLC80$13.0K
Financial Enhancement Group LLC37$6.00K
O'Dell Group, LLC31$5.00K
Advanced Research Investment Solutions, LLC12$2.00K
Absolute Capital Management, LLC8$1.32K

Not filed for Q4 2022 yet (50)

Institutions that held United Parcel Service Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management1,640,982$265.1M
Doyle Wealth Management83,568$13.5M
Covington Capital Management66,374$10.7M
Regentatlantic Capital LLC49,396$7.98M
Spectrum Management Group, LLC45,382$7.33M
Agf Investments Inc.44,066$7.12M
Dowling & Yahnke LLC41,099$6.64M
Corient Capital Partners, LLC32,914$6.01M
BTR Capital Management Inc27,499$4.44M
Surevest, LLC21,751$3.51M
Strategic Wealth Advisors Group, LLC19,756$3.19M
Redpoint Investment Management Pty Ltd15,518$2.51M
American Portfolios Advisors14,001$2.26M
CPWM, LLC10,826$1.75M
Cornerstone Wealth Management, LLC10,315$1.67M
ACG Wealth10,145$1.64M
Foresight Capital Management Advisors, Inc.9,188$1.48M
Balasa Dinverno & Foltz LLC8,779$1.42M
Siena Capital LLC8,532$1.38M
Bluestein R H & Co8,062$1.30M
Wipfli Financial Advisors LLC,7,952$1.28M
Budros, Ruhlin & Roe, Inc.7,590$1.23M
55I, LLC7,213$1.17M
First Farmers & Merchants Bank / Trust6,277$1.01M
Corsicana & Co.5,845$944.0K
Jefferies Group LLC4,600$743.1K
Liberty Wealth Management LLC4,183$675.0K
Maryland Capital Management4,163$672.0K
Brightworth4,139$669.0K
Western Financial Corporation4,132$668.0K
LFS Asset Management3,927$634.0K
Beaumont Financial Partners, LLC3,099$501.0K
Kore Private Wealth LLC3,101$501.0K
blooom, inc.2,585$433.0K
Roosevelt Investment Group LLC2,510$406.0K
Alphasimplex Group, LLC2,132$344.0K
Spotlight Asset Group, Inc.2,026$335.0K
FourThought Financial, LLC2,046$331.0K
Round Table Services, LLC1,810$292.0K
Meadow Creek Wealth Advisors LLC1,763$285.0K
WBH Advisory Inc1,697$274.0K
Keebeck Alpha, LP1,678$271.0K
Enhancing Capital LLC1,492$237.0K
NuWave Investment Management, LLC1,392$225.0K
Monolith Advisors532$86.0K
American Research & Management Co.513$83.0K
Life Planning Partners, Inc167$27.0K
Pacific Center for Financial Services121$20.0K
Strategic Asset Management, LLC87$14.0K
USA Financial Portformulas Corp5$1.00K