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Livermore
ZHEN

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, Q4 2022

Institutional positions in United Parcel Service Inc as of Dec 31, 2022. 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
2,237
+156 vs. Q3 2022
Shares held
516.0M
−42.7K (0.0%) vs. Q3 2022
Total value
$89.6B
+$6.18B (+7.4%) vs. Q3 2022
New holders
248
956 more added
Sold out
92
772 more reduced

50 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 2,237 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2022: $89.6B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$84.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2022.

Institutions holding UPS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.29$00.00%+4+16.0%Added
Tfo-TDC, LLC2$770.00%+2New
Spartan Planning & Wealth Management1$1740.00%+1New
St Germain D J Co Inc1,392$2420.00%+50+3.7%Added
Koesten, Hirschmann & Crabtree, INC.2$3890.00%+2New
PEAK6 Investments LLC4$7580.00%00.0%Unchanged
Delos Wealth Advisors, LLC5$8690.00%00.0%Unchanged
Insight Financial Services5$8690.00%00.0%Unchanged
PFG Private Wealth Management, LLC5$1.00K0.00%−10−66.7%Reduced
Retirement Group, LLC5$1.00K0.00%00.0%Unchanged
Avion Wealth7$1.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.22K0.00%00.0%Unchanged
Islay Capital Management, LLC7$1.22K0.00%+7New
Canada Pension Plan Investment Board10$1.74K0.00%−257,818−100.0%Reduced
Kozak & Associates, Inc.11$2.00K0.00%00.0%Unchanged
Sageworth Trust Co14$2.00K0.00%+14New
Financial Synergies Wealth Advisors, Inc.12$2.09K0.00%+4+50.0%Added
St. James Investment Advisors, LLC15$2.61K0.00%−5−25.0%Reduced
Clearview Wealth Advisors LLC15$2.61K0.00%+15New
Pacifica Partners Inc.15$2.66K0.00%00.0%Unchanged
Global Wealth Strategies & Associates17$2.96K0.00%+17New
James Investment Research Inc16$3.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC21$3.65K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP22$3.82K0.00%+22New
Red Cedar Capital, LLC24$4.00K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC23$4.05K0.00%+23New
Focused Wealth Management, Inc24$4.16K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC25$4.35K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC25$4.35K0.00%+25New
MB, Levis & Associates, LLC25$4.35K0.00%+25New
Marquette Asset Management, LLC28$4.87K0.00%−120−81.1%Reduced
PSI Advisors, LLC28$4.87K0.00%−68−70.8%Reduced
Hoese & Co LLP26$5.00K0.01%−20−43.5%Reduced
Baldrige Asset Management LLC31$5.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.31$5.00K0.00%00.0%Unchanged
Newton One Investments LLC29$5.04K0.00%00.0%Unchanged
Atwood & Palmer Inc32$5.56K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC33$5.74K0.00%+33New
Lam Group, Inc.34$5.91K0.01%+34New
True Wealth Design, LLC37$6.46K0.00%+37New
Stephens Consulting, LLC38$6.61K0.00%−25−39.7%Reduced
Estabrook Capital Management40$6.95K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.42$7.30K0.01%+42New
JDM Financial Group LLC43$7.39K0.01%+43New
Sofos Investments, Inc.174$7.73K0.08%−1,122−86.6%Reduced
Hoey Investments, Inc45$7.82K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.46$8.00K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC50$8.69K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC50$9.00K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.52$9.04K0.00%+47+940.0%Added
Cedar Mountain Advisors, LLC53$9.19K0.00%+1+1.9%Added
HighMark Wealth Management LLC53$9.21K0.01%+12+29.3%Added
Arlington Partners LLC53$9.21K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC60$10.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC60$10.0K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA60$10.0K0.06%00.0%Unchanged
Belmont Capital, LLC57$10.0K0.01%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.58$10.1K0.00%00.0%Unchanged
Syverson Strege & Co61$10.6K0.00%+61New
Mendota Financial Group, LLC61$10.6K0.01%+61New
MBM Wealth Consultants, LLC61$11.0K0.01%00.0%Unchanged
Abound Wealth Management68$11.9K0.01%−54−44.3%Reduced
American State Bank (Iowa)70$12.2K0.01%+43+159.3%Added
Eukles Asset Management73$13.0K0.01%00.0%Unchanged
Arcadia Investment Management Corp75$13.0K0.00%+75New
Fortis Capital Advisors, LLC75$13.0K0.01%+75New
Moser Wealth Advisors, LLC79$13.7K0.01%00.0%Unchanged
Citizens National Bank Trust Department80$14.0K0.00%−220−73.3%Reduced
Alaska Permanent Fund Corp82$14.0K0.00%−46−35.9%Reduced
Laurel Wealth Planning LLC85$14.8K0.01%00.0%Unchanged
Tortoise Investment Management, LLC86$14.9K0.00%+6+7.5%Added
Evolution Advisers, Inc.89$15.0K0.01%00.0%Unchanged
AdvisorShares Investments LLC92$16.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC94$16.3K0.01%+1+1.1%Added
Knuff & Co LLC94$16.3K0.01%+94New
Granite FO LLC87$16.5K0.01%+87New
Alpha Paradigm Partners, LLC97$17.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.100$17.4K0.01%00.0%Unchanged
Worth Asset Management, LLC102$17.8K0.01%00.0%Unchanged
AllSquare Wealth Management LLC104$18.1K0.01%00.0%Unchanged
My Personal CFO, LLC107$18.6K0.02%+107New
Pin Oak Investment Advisors Inc110$19.0K0.02%+110New
BOK Financial Private Wealth, Inc.115$20.0K0.00%+52+82.5%Added
Cornerstone Management, Inc.116$20.2K0.01%00.0%Unchanged
Studio Investment Management LLC120$20.9K0.01%+120New
Financial Freedom, LLC125$21.7K0.01%+125New
Cyrus J. Lawrence, LLC125$22.0K0.01%00.0%Unchanged
Robbins Farley LLC127$22.1K0.02%00.0%Unchanged
DB Fitzpatrick & Co, Inc129$22.4K0.03%00.0%Unchanged
Coston, McIsaac & Partners143$24.0K0.01%+1+0.7%Added
IMA Wealth, Inc.142$24.7K0.01%00.0%Unchanged
Kelly Financial Services LLC142$24.7K0.01%+1+0.7%Added
Oliver Lagore Vanvalin Investment Group143$24.9K0.01%+35+32.4%Added
PrairieView Partners, LLC150$26.0K0.00%−46−23.5%Reduced
Duncker Streett & Co Inc154$26.8K0.01%00.0%Unchanged
Win Advisors, Inc160$27.8K0.01%+24+17.6%Added
Riverview Trust Co159$28.0K0.03%−667−80.8%Reduced
Piershale Financial Group, Inc.162$28.2K0.02%+162New
Madden Securities Corp165$28.7K0.02%+165New
Y.D. More Investments Ltd165$29.0K0.01%+165New