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
- 2,236
- +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
- 955 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 4,720 | $820.0K | 0.17% | −72−1.5% | Reduced |
| First Bank & Trust | 4,715 | $820.0K | 0.23% | +823+21.1% | Added |
| Deseret Mutual Benefit Administrators | 4,736 | $823.3K | 0.34% | −3,086−39.5% | Reduced |
| Evermay Wealth Management LLC | 4,739 | $823.7K | 0.17% | −352−6.9% | Reduced |
| Zeke Capital Advisors, LLC | 4,750 | $825.7K | 0.05% | +304+6.8% | Added |
| NVWM, LLC | 4,759 | $827.3K | 0.30% | −80−1.7% | Reduced |
| Savant Capital, LLC | 6,344 | $827.8K | 0.02% | +1,643+35.0% | Added |
| Lyell Wealth Management, LP | 4,770 | $829.2K | 0.13% | +160+3.5% | Added |
| Meitav Dash Investments Ltd | 4,750 | $829.5K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,775 | $830.1K | 0.30% | −252−5.0% | Reduced |
| OmniStar Financial Group, Inc. | 4,784 | $831.6K | 0.94% | −1,615−25.2% | Reduced |
| LVW Advisors, LLC | 4,810 | $836.2K | 0.18% | −349−6.8% | Reduced |
| Human Investing LLC | 4,817 | $837.4K | 0.21% | −747−13.4% | Reduced |
| Mork Capital Management, LLC | 4,820 | $837.9K | 0.64% | +4,820 | New |
| Rothschild Investment Corp | 4,821 | $838.0K | 0.08% | −6−0.1% | Reduced |
| Darwin Advisors, LLC | 4,605 | $838.8K | 0.22% | +8+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,831 | $839.8K | 0.07% | +1,208+33.3% | Added |
| Core Alternative Capital | 4,833 | $840.2K | 0.11% | −3,897−44.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,835 | $840.5K | 0.13% | −3,882−44.5% | Reduced |
| Pettee Investors, Inc. | 4,840 | $841.0K | 0.41% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,853 | $844.0K | 0.37% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,860 | $844.8K | 0.27% | +71+1.5% | Added |
| Reuter James Wealth Management, LLC | 4,877 | $847.8K | 0.62% | −120−2.4% | Reduced |
| PYA Waltman Capital, LLC | 4,899 | $851.6K | 0.45% | +826+20.3% | Added |
| Buttonwood Financial Advisors Inc. | 4,901 | $851.9K | 0.72% | −29−0.6% | Reduced |
| City State Bank | 4,910 | $854.0K | 0.53% | 00.0% | Unchanged |
| Gouws Capital LLC | 4,915 | $854.4K | 0.80% | +2,920+146.4% | Added |
| Lumature Wealth Partners, LLC | 4,942 | $859.1K | 0.48% | −279−5.3% | Reduced |
| Southeast Asset Advisors Inc. | 4,945 | $859.6K | 0.14% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,949 | $860.3K | 0.84% | −220−4.3% | Reduced |
| Advisors Management Group Inc | 4,955 | $861.0K | 0.33% | +12+0.2% | Added |
| Valmark Advisers, Inc. | 4,956 | $861.6K | 0.02% | +251+5.3% | Added |
| Jefferies Financial Group Inc. | 4,960 | $862.2K | 0.01% | +4,960 | New |
| SageView Advisory Group, LLC | 4,970 | $864.0K | 0.07% | +4,970 | New |
| Intellectus Partners, LLC | 4,992 | $867.8K | 0.30% | +114+2.3% | Added |
| Community Trust & Investment Co | 5,000 | $869.2K | 0.08% | 00.0% | Unchanged |
| CPR Investments Inc. | 5,000 | $869.2K | 0.86% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 5,038 | $875.9K | 0.42% | −31−0.6% | Reduced |
| Fernwood Investment Management, LLC | 5,063 | $880.2K | 0.36% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 5,065 | $880.6K | 0.35% | +250+5.2% | Added |
| CRA Financial Services, LLC | 5,071 | $881.5K | 0.29% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,073 | $881.8K | 0.16% | +291+6.1% | Added |
| Peoples Financial Services Corp. | 5,088 | $884.5K | 0.41% | +114+2.3% | Added |
| LifeGuide Financial Advisors, LLC | 5,094 | $885.5K | 0.77% | −50−1.0% | Reduced |
| Ar Asset Management Inc | 5,100 | $887.0K | 0.25% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 5,108 | $888.0K | 0.25% | +4,242+489.8% | Added |
| Eads & Heald Wealth Management | 5,125 | $891.0K | 0.45% | 00.0% | Unchanged |
| apricus wealth, LLC | 5,128 | $891.5K | 0.81% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,144 | $894.2K | 0.12% | +122+2.4% | Added |
| Capital Square, LLC | 5,149 | $895.3K | 0.81% | 00.0% | Unchanged |
| Solitude Financial Services | 5,200 | $904.0K | 0.62% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5,201 | $904.2K | 0.05% | +296+6.0% | Added |
| Donoghue Forlines LLC | 5,204 | $904.7K | 0.32% | +2,808+117.2% | Added |
| Desjardins Global Asset Management Inc. | 5,220 | $907.0K | 0.14% | −3,905−42.8% | Reduced |
| Harbour Investments, Inc. | 5,220 | $907.5K | 0.06% | +555+11.9% | Added |
| Essex Savings Bank | 5,235 | $910.0K | 0.32% | −163−3.0% | Reduced |
| VeraBank, N.A. | 5,236 | $910.2K | 0.45% | +23+0.4% | Added |
| Qtron Investments LLC | 5,238 | $910.6K | 0.19% | −3,523−40.2% | Reduced |
| ZWJ Investment Counsel Inc | 5,259 | $914.2K | 0.05% | −99−1.8% | Reduced |
| Capital Insight Partners, LLC | 5,265 | $915.3K | 0.24% | −279−5.0% | Reduced |
| Geneos Wealth Management Inc. | 5,273 | $916.7K | 0.06% | +179+3.5% | Added |
| De Burlo Group Inc | 5,274 | $916.8K | 0.20% | +45+0.9% | Added |
| Lakeview Capital Partners, LLC | 5,210 | $921.9K | 0.29% | +220+4.4% | Added |
| FRG Family Wealth Advisors LLC | 5,305 | $922.2K | 0.22% | −125−2.3% | Reduced |
| Xcel Wealth Management, LLC | 5,307 | $922.6K | 0.36% | +18+0.3% | Added |
| American National Bank | 5,317 | $924.0K | 0.19% | −2,775−34.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,328 | $926.2K | 0.36% | −1,291−19.5% | Reduced |
| Paragon Financial Partners, Inc. | 5,335 | $927.4K | 1.03% | +4+0.1% | Added |
| MKT Advisors LLC | 5,113 | $931.7K | 0.70% | +15+0.3% | Added |
| Bangor Savings Bank | 5,383 | $936.0K | 0.11% | −1,605−23.0% | Reduced |
| Wolff Financial Management LLC | 5,386 | $936.0K | 0.35% | +6+0.1% | Added |
| Chicago Capital, LLC | 5,404 | $939.4K | 0.05% | −50−0.9% | Reduced |
| Wealth Management Partners, LLC | 5,000 | $939.5K | 0.78% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,406 | $939.8K | 0.07% | +4,057+300.7% | Added |
| Allred Capital Management, LLC | 5,415 | $941.4K | 0.52% | +135+2.6% | Added |
| Coastline Trust Co | 5,423 | $942.7K | 0.14% | −3,432−38.8% | Reduced |
| Archford Capital Strategies, LLC | 5,442 | $946.0K | 0.22% | −147−2.6% | Reduced |
| Squarepoint Ops LLC | 5,450 | $947.4K | 0.01% | −67,415−92.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,454 | $948.0K | 0.69% | +20.0% | Added |
| Range Financial Group LLC | 5,476 | $951.9K | 0.65% | +299+5.8% | Added |
| Legacy Financial Advisors, Inc. | 5,512 | $958.2K | 0.21% | +595+12.1% | Added |
| Colonial Trust Co | 5,527 | $960.8K | 0.26% | −76−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,546 | $964.1K | 0.01% | −600−9.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,547 | $964.2K | 0.25% | −20−0.4% | Reduced |
| Leonteq Securities AG | 5,550 | $964.8K | 0.05% | −234−4.0% | Reduced |
| IFG Advisory, LLC | 5,563 | $967.0K | 0.10% | −3,738−40.2% | Reduced |
| Focus Financial Network, Inc. | 5,570 | $968.3K | 0.08% | −3−0.1% | Reduced |
| Founders Financial Alliance, LLC | 5,585 | $970.9K | 0.45% | −576−9.3% | Reduced |
| Boyd Watterson Asset Management LLC | 5,587 | $971.2K | 0.40% | +361+6.9% | Added |
| Fiduciary Group LLC | 5,605 | $974.4K | 0.13% | −290−4.9% | Reduced |
| Chesapeake Wealth Management | 5,626 | $978.0K | 0.43% | +1,875+50.0% | Added |
| First National Bank of South Miami | 5,654 | $983.0K | 0.74% | +182+3.3% | Added |
| Joel Isaacson & Co., LLC | 5,675 | $986.6K | 0.08% | +100+1.8% | Added |
| Palumbo Wealth Management LLC | 5,676 | $986.6K | 0.78% | +447+8.5% | Added |
| Wealthspire Advisors, LLC | 5,680 | $987.3K | 0.02% | +1,393+32.5% | Added |
| Mach-1 Financial Group, Inc. | 5,687 | $988.6K | 0.46% | +5,655+17,671.9% | Added |
| Central Bank & Trust Co | 5,698 | $990.5K | 0.19% | +82+1.5% | Added |
| Strategic Investment Solutions, Inc. | 5,189 | $992.7K | 0.49% | +5,189 | New |
| Alpha DNA Investment Management LLC | 5,719 | $994.1K | 0.53% | −904−13.6% | Reduced |
| Fortem Financial Group, LLC | 5,739 | $997.7K | 0.58% | −89−1.5% | Reduced |