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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 5,760 | $1.00M | 0.18% | −47−0.8% | Reduced |
| Virtue Capital Management, LLC | 5,777 | $1.00M | 0.15% | +2,013+53.5% | Added |
| Wilson & Boucher Capital Management, LLC | 5,780 | $1.00M | 1.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,786 | $1.01M | 0.08% | +2,824+95.3% | Added |
| Marino, Stram & Associates LLC | 5,787 | $1.01M | 0.32% | +172+3.1% | Added |
| Meyer Handelman Co | 5,800 | $1.01M | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,801 | $1.01M | 0.12% | −1,240−17.6% | Reduced |
| Phillips Wealth Planners LLC | 5,389 | $1.01M | 1.76% | +5,389 | New |
| Traynor Capital Management, Inc. | 5,819 | $1.01M | 0.18% | −1,513−20.6% | Reduced |
| Hyman Charles D | 5,845 | $1.02M | 0.07% | +4+0.1% | Added |
| Probity Advisors, Inc. | 5,851 | $1.02M | 0.23% | +493+9.2% | Added |
| Harbor Investment Advisory, LLC | 5,870 | $1.02M | 0.16% | +63+1.1% | Added |
| Meridian Wealth Management, LLC | 5,884 | $1.02M | 0.10% | +431+7.9% | Added |
| Investors Research Corp | 5,889 | $1.02M | 0.28% | −75−1.3% | Reduced |
| NBT Bank N A | 5,923 | $1.03M | 0.15% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,926 | $1.03M | 0.26% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,953 | $1.03M | 0.22% | +220+3.8% | Added |
| LCNB Corp | 5,959 | $1.04M | 0.48% | +354+6.3% | Added |
| Brown Capital Management LLC | 5,982 | $1.04M | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,999 | $1.04M | 0.12% | −1,826−23.3% | Reduced |
| Redmond Asset Management, LLC | 6,000 | $1.04M | 0.37% | +438+7.9% | Added |
| Bremer Bank National Association | 6,020 | $1.05M | 0.20% | +6,020 | New |
| Quadrant Capital Group LLC | 6,034 | $1.05M | 0.12% | +23+0.4% | Added |
| Lavaca Capital LLC | 6,105 | $1.05M | 0.42% | −50−0.8% | Reduced |
| Stiles Financial Services Inc | 6,040 | $1.05M | 0.60% | +144+2.4% | Added |
| Tradewinds Capital Management, LLC | 6,071 | $1.06M | 0.49% | +38+0.6% | Added |
| SeaBridge Investment Advisors LLC | 6,082 | $1.06M | 0.38% | −569−8.6% | Reduced |
| Pegasus Partners Ltd. | 6,086 | $1.06M | 0.17% | −310−4.8% | Reduced |
| Gleason Group, Inc. | 6,113 | $1.06M | 0.33% | +49+0.8% | Added |
| Cooper Financial Group | 6,135 | $1.07M | 0.33% | +369+6.4% | Added |
| Perpetual Investment Management Ltd | 6,151 | $1.07M | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6,158 | $1.07M | 0.13% | −435−6.6% | Reduced |
| Baldwin Brothers Inc | 6,172 | $1.07M | 0.10% | +433+7.5% | Added |
| Marshall Financial Group LLC | 6,193 | $1.08M | 0.42% | −15−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,200 | $1.08M | 0.74% | −238−3.7% | Reduced |
| Colonial Trust Advisors | 6,215 | $1.08M | 0.13% | +216+3.6% | Added |
| Byrne Asset Management LLC | 6,231 | $1.08M | 0.78% | +130+2.1% | Added |
| Aspen Wealth Strategies, LLC | 6,255 | $1.09M | 0.87% | +6,255 | New |
| W.H. Cornerstone Investments Inc. | 5,974 | $1.09M | 1.03% | −891−13.0% | Reduced |
| Massachusetts Wealth Management | 5,875 | $1.09M | 1.05% | +5,875 | New |
| Rollins Financial | 6,293 | $1.09M | 0.41% | +6,293 | New |
| Jag Capital Management, LLC | 6,302 | $1.10M | 0.16% | −762−10.8% | Reduced |
| Regent Investment Management LLC | 6,346 | $1.10M | 0.30% | +50+0.8% | Added |
| Foster & Motley Inc | 6,389 | $1.11M | 0.09% | −89−1.4% | Reduced |
| Regal Investment Advisors LLC | 6,401 | $1.11M | 0.11% | −253−3.8% | Reduced |
| Strategic Blueprint, LLC | 6,409 | $1.11M | 0.13% | +717+12.6% | Added |
| Northstar Group, Inc. | 6,410 | $1.11M | 0.32% | −25−0.4% | Reduced |
| Nations Financial Group Inc, | 6,452 | $1.12M | 0.13% | +2,194+51.5% | Added |
| Wintrust Investments LLC | 6,476 | $1.13M | 0.15% | +233+3.7% | Added |
| Corundum Group, Inc. | 6,488 | $1.13M | 0.64% | +291+4.7% | Added |
| Sargent Bickham Lagudis LLC | 6,496 | $1.13M | 0.09% | +267+4.3% | Added |
| Diligent Investors, LLC | 6,510 | $1.13M | 0.37% | −50−0.8% | Reduced |
| Blueprint Investment Partners LLC | 6,531 | $1.14M | 0.24% | +2,843+77.1% | Added |
| Woodard & Co Asset Management Group Inc | 6,534 | $1.14M | 0.40% | +684+11.7% | Added |
| Waldron Private Wealth LLC | 7,041 | $1.14M | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,567 | $1.14M | 0.09% | −767−10.5% | Reduced |
| Trust Investment Advisors | 6,582 | $1.14M | 1.08% | +290+4.6% | Added |
| Carmel Capital Partners, LLC | 6,596 | $1.15M | 0.79% | −371−5.3% | Reduced |
| TCM Advisors, LLC | – | $1.15M | 1.19% | – | – |
| Coppell Advisory Solutions LLC | 6,611 | $1.15M | 0.41% | +6,611 | New |
| Coppell Advisory Solutions Corp. | 6,611 | $1.15M | 0.41% | +6,611 | New |
| Barden Capital Management, Inc. | 6,669 | $1.16M | 1.19% | +737+12.4% | Added |
| Ocean Capital Management, LLC | 6,724 | $1.17M | 0.67% | −74−1.1% | Reduced |
| Argent Advisors, Inc. | 6,771 | $1.18M | 0.61% | +185+2.8% | Added |
| AdvisorNet Financial, Inc | 6,779 | $1.18M | 0.12% | −193−2.8% | Reduced |
| D.B. Root & Company, LLC | 6,780 | $1.18M | 0.50% | +428+6.7% | Added |
| Centaurus Financial, Inc. | 6,784 | $1.18M | 0.11% | +461+7.3% | Added |
| Ipswich Investment Management Co., Inc. | 6,785 | $1.18M | 0.34% | −260−3.7% | Reduced |
| Western Wealth Management, LLC | 6,816 | $1.19M | 0.12% | −960−12.3% | Reduced |
| Alaethes Wealth LLC | 6,858 | $1.19M | 0.82% | +157+2.3% | Added |
| First United Bank Trust | 6,861 | $1.19M | 0.58% | −402−5.5% | Reduced |
| Capital Asset Advisory Services LLC | 6,766 | $1.19M | 0.10% | +427+6.7% | Added |
| Washington Trust Co | 6,863 | $1.19M | 0.06% | −18−0.3% | Reduced |
| Abbrea Capital, LLC | 6,878 | $1.20M | 0.22% | −130−1.9% | Reduced |
| Stonnington Group, LLC | 6,694 | $1.20M | 0.33% | −2,249−25.1% | Reduced |
| Connectus Wealth, LLC | 6,883 | $1.20M | 0.03% | +6,883 | New |
| Syntal Capital Partners, LLC | 6,886 | $1.20M | 0.47% | +1,143+19.9% | Added |
| Private Wealth Strategies, L.L.C. | 6,964 | $1.21M | 0.32% | −40−0.6% | Reduced |
| Bollard Group LLC | 6,964 | $1.21M | 0.05% | +57+0.8% | Added |
| Equitable Holdings, Inc. | 6,969 | $1.21M | 0.02% | +154+2.3% | Added |
| SNS Financial Group, LLC | 6,983 | $1.21M | 0.16% | −178−2.5% | Reduced |
| DT Investment Partners, LLC | 6,986 | $1.21M | 0.16% | +247+3.7% | Added |
| Founders Financial Securities LLC | 6,988 | $1.21M | 0.19% | +174+2.6% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.22M | 0.32% | 00.0% | Unchanged |
| 1st Source Bank | 7,004 | $1.22M | 0.08% | −114−1.6% | Reduced |
| Clarius Group, LLC | 7,006 | $1.22M | 0.11% | −85−1.2% | Reduced |
| Essex Financial Services, Inc. | 7,028 | $1.22M | 0.13% | −109−1.5% | Reduced |
| Erste Asset Management GmbH | 6,957 | $1.22M | 0.03% | −361−4.9% | Reduced |
| Davidson Capital Management Inc. | 7,051 | $1.23M | 0.84% | −214−2.9% | Reduced |
| Affinity Wealth Management LLC | 7,064 | $1.23M | 0.29% | −50−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 7,064 | $1.23M | 0.13% | −1,778−20.1% | Reduced |
| Bank of Hawaii | 7,079 | $1.23M | 0.08% | +9+0.1% | Added |
| Highland Capital Management, LLC | 7,086 | $1.23M | 0.09% | −63−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 7,088 | $1.23M | 0.04% | −1,497−17.4% | Reduced |
| First Hawaiian Bank | 7,118 | $1.24M | 0.04% | −346−4.6% | Reduced |
| First Financial Bank - Trust Division | 7,148 | $1.24M | 0.13% | +930+15.0% | Added |
| Old Port Advisors | 7,175 | $1.25M | 0.47% | +314+4.6% | Added |
| Old Second National Bank of Aurora | 7,210 | $1.25M | 0.37% | +6,655+1,199.1% | Added |
| Paragon Private Wealth Management, LLC | 7,234 | $1.26M | 1.13% | +56+0.8% | Added |
| Royal Fund Management, LLC | 7,257 | $1.26M | 0.21% | +293+4.2% | Added |