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 |
|---|---|---|---|---|---|
| Simmons Bank | 7,269 | $1.26M | 0.11% | −94−1.3% | Reduced |
| AIMZ Investment Advisors, LLC | 7,325 | $1.27M | 0.60% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 6,970 | $1.28M | 0.14% | −25−0.4% | Reduced |
| TFG Advisers LLC | 7,337 | $1.28M | 0.65% | +83+1.1% | Added |
| Lincoln Capital LLC | 7,344 | $1.28M | 0.37% | +54+0.7% | Added |
| Arnhold LLC | 7,370 | $1.28M | 0.16% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 7,374 | $1.28M | 0.41% | +385+5.5% | Added |
| Parsons Capital Management Inc | 7,375 | $1.28M | 0.11% | +18+0.2% | Added |
| Csenge Advisory Group | 7,378 | $1.28M | 0.10% | −1,332−15.3% | Reduced |
| Intrust Bank NA | 7,380 | $1.28M | 0.18% | +1,019+16.0% | Added |
| V Wealth Advisors LLC | 7,380 | $1.28M | 0.27% | +1,409+23.6% | Added |
| Eldridge Investment Advisors, Inc. | 7,402 | $1.29M | 0.45% | +30.0% | Added |
| Williams Jones Wealth Management, LLC. | 7,417 | $1.29M | 0.02% | +30+0.4% | Added |
| Financial Advisory Service, Inc. | 7,423 | $1.29M | 0.15% | +950+14.7% | Added |
| DF Dent & Co Inc | 7,429 | $1.29M | 0.02% | +1,307+21.3% | Added |
| Lakewood Asset Management LLC | 7,440 | $1.29M | 1.05% | +7,440 | New |
| Hancock Whitney Corp | 7,446 | $1.29M | 0.05% | −245−3.2% | Reduced |
| Nwam LLC | 7,464 | $1.30M | 0.11% | −65−0.9% | Reduced |
| Brown Miller Wealth Management, LLC | 7,479 | $1.30M | 0.82% | +312+4.4% | Added |
| Constitution Capital LLC | 7,484 | $1.30M | 0.80% | −26−0.3% | Reduced |
| MSH Capital Advisors LLC | 7,512 | $1.31M | 0.59% | +219+3.0% | Added |
| Monetary Management Group Inc | 7,516 | $1.31M | 0.41% | +3,425+83.7% | Added |
| WT Wealth Management | 7,524 | $1.31M | 0.64% | +335+4.7% | Added |
| Hexagon Capital Partners LLC | 7,568 | $1.32M | 0.38% | −563−6.9% | Reduced |
| Harrington Investments, INC | 7,579 | $1.32M | 0.95% | −1,118−12.9% | Reduced |
| Accuvest Global Advisors | 7,584 | $1.32M | 0.44% | +4,179+122.7% | Added |
| SevenBridge Financial Group, LLC | 7,615 | $1.32M | 0.39% | −65−0.8% | Reduced |
| Private Portfolio Partners LLC | 7,639 | $1.33M | 0.35% | +237+3.2% | Added |
| Boston Family Office LLC | 7,676 | $1.33M | 0.11% | +2,368+44.6% | Added |
| Aevitas Wealth Management, Inc. | 7,682 | $1.34M | 0.79% | +418+5.8% | Added |
| Symmetry Partners, LLC | 7,703 | $1.34M | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,723 | $1.34M | 0.33% | −292−3.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.35M | 1.36% | 00.0% | Unchanged |
| Keystone Financial Group | 7,795 | $1.36M | 0.27% | −847−9.8% | Reduced |
| Duff & Phelps Investment Management Co | 7,803 | $1.36M | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 7,829 | $1.36M | 0.32% | −2,758−26.1% | Reduced |
| Trust Co of Virginia | 7,875 | $1.37M | 0.16% | +181+2.4% | Added |
| Strengthening Families & Communities, LLC | 7,877 | $1.37M | 0.82% | +238+3.1% | Added |
| Amplius Wealth Advisors, LLC | 7,889 | $1.37M | 0.22% | −464−5.6% | Reduced |
| Mission Wealth Management, LP | 7,899 | $1.37M | 0.07% | +14+0.2% | Added |
| Silvant Capital Management LLC | 7,923 | $1.38M | 0.10% | −27−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,926 | $1.38M | 0.20% | +1,273+19.1% | Added |
| Alpha Omega Wealth Management LLC | 7,963 | $1.38M | 0.25% | −137−1.7% | Reduced |
| Marex Group plc | 7,981 | $1.39M | 0.20% | +7,981 | New |
| Lineweaver Wealth Advisors, LLC | 7,981 | $1.39M | 0.42% | +347+4.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.39M | 0.58% | 00.0% | Unchanged |
| Diversified Trust Co | 8,005 | $1.39M | 0.06% | +1,064+15.3% | Added |
| Financial Architects, Inc | 8,020 | $1.39M | 0.23% | +29+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 8,034 | $1.40M | 0.34% | +998+14.2% | Added |
| SeaCrest Wealth Management, LLC | 8,069 | $1.40M | 0.20% | +1,110+16.0% | Added |
| Q Capital Solutions | 8,105 | $1.41M | 2.79% | +8,105 | New |
| Taylor Hoffman Wealth Management | 8,108 | $1.41M | 0.86% | +8,108 | New |
| Profund Advisors LLC | 8,115 | $1.41M | 0.09% | +1,482+22.3% | Added |
| Spears Abacus Advisors LLC | 8,147 | $1.42M | 0.14% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 8,166 | $1.42M | 0.36% | +81+1.0% | Added |
| Independent Financial Group, LLC | 8,181 | $1.42M | 0.12% | +35+0.4% | Added |
| Paralel Advisors LLC | 8,223 | $1.43M | 0.08% | +8,223 | New |
| Raab & Moskowitz Asset Management LLC | 8,241 | $1.43M | 0.54% | +116+1.4% | Added |
| Benjamin Edwards Inc | 8,255 | $1.44M | 0.38% | +409+5.2% | Added |
| Bigelow Investment Advisors, LLC | 8,263 | $1.44M | 0.83% | −5−0.1% | Reduced |
| HighTower Trust Services, LTA | 8,288 | $1.44M | 0.14% | +1,412+20.5% | Added |
| TrimTabs Asset Management, LLC | 8,332 | $1.45M | 0.94% | +183+2.2% | Added |
| Wolff Wiese Magana LLC | 8,332 | $1.45M | 1.24% | +88+1.1% | Added |
| AFS Financial Group, LLC | 8,382 | $1.46M | 1.04% | +8,382 | New |
| Great Lakes Advisors, LLC | 80,369 | $1.47M | 0.08% | −9,347−10.4% | Reduced |
| Sawtooth Solutions, LLC | 8,519 | $1.48M | 0.20% | −1,568−15.5% | Reduced |
| AIA Group Ltd | 8,526 | $1.48M | 0.09% | +6,297+282.5% | Added |
| Fiduciary Trust Co | 8,572 | $1.49M | 0.03% | −844−9.0% | Reduced |
| IMS Capital Management | 8,634 | $1.50M | 0.96% | +77+0.9% | Added |
| Virtu Financial LLC | 8,672 | $1.51M | 0.20% | −20,582−70.4% | Reduced |
| Ingalls & Snyder LLC | 8,677 | $1.51M | 0.08% | +3,614+71.4% | Added |
| K.J. Harrison & Partners Inc | 6,415 | $1.51M | 0.30% | +2,997+87.7% | Added |
| Carson Advisory Inc. | 8,695 | $1.51M | 1.45% | +462+5.6% | Added |
| Clearstead Advisors, LLC | 8,696 | $1.51M | 0.12% | −468−5.1% | Reduced |
| Wrapmanager Inc | 8,710 | $1.51M | 0.49% | +662+8.2% | Added |
| Voya Financial Advisors, Inc. | 8,675 | $1.52M | 0.20% | −1,027−10.6% | Reduced |
| Trustcore Financial Services, LLC | 8,797 | $1.53M | 0.13% | +77+0.9% | Added |
| Applied Capital LLC | 8,884 | $1.54M | 1.54% | +8,884 | New |
| Financial Consulate, Inc | 8,889 | $1.55M | 0.54% | −10−0.1% | Reduced |
| Petredis Investment Advisors LLC | 8,927 | $1.55M | 0.28% | +8,927 | New |
| Pacific Global Investment Management CO | 8,981 | $1.56M | 0.35% | +20.0% | Added |
| Hutner Capital Management Inc | 8,998 | $1.56M | 0.97% | +92+1.0% | Added |
| LGT Fund Management Co Ltd. | 9,000 | $1.56M | 0.68% | +9,000 | New |
| Moloney Securities Asset Management, LLC | 9,021 | $1.57M | 0.35% | −14−0.2% | Reduced |
| Dakota Wealth Management | 9,026 | $1.57M | 0.11% | +140+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,033 | $1.57M | 0.23% | +1,572+21.1% | Added |
| SOA Wealth Advisors, LLC. | 9,068 | $1.58M | 0.42% | −21−0.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,075 | $1.58M | 0.13% | +2,237+32.7% | Added |
| Gratus Capital LLC | 9,082 | $1.58M | 0.13% | −243−2.6% | Reduced |
| First Horizon Advisors, Inc. | 9,085 | $1.58M | 0.06% | −798−8.1% | Reduced |
| Cigna Investments Inc | 9,106 | $1.58M | 0.33% | +56+0.6% | Added |
| Fundamentun, LLC | 9,112 | $1.58M | 0.28% | +128+1.4% | Added |
| Shulman DeMeo Asset Management LLC | 9,152 | $1.59M | 0.53% | −61−0.7% | Reduced |
| Patriot Investment Management Inc. | 8,753 | $1.59M | 0.14% | −472−5.1% | Reduced |
| Summit Financial, LLC | 9,181 | $1.60M | 0.15% | −157−1.7% | Reduced |
| Gries Financial LLC | 9,188 | $1.60M | 0.53% | +9,188 | New |
| Resources Investment Advisors, LLC. | 9,249 | $1.61M | 0.05% | +940+11.3% | Added |
| Momentum Advisors, LLC | 9,303 | $1.62M | 1.64% | +40.0% | Added |
| Schechter Investment Advisors, LLC | 9,325 | $1.62M | 0.15% | +750+8.7% | Added |
| RFG Advisory, LLC | 8,464 | $1.62M | 0.08% | +1,108+15.1% | Added |