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 |
|---|---|---|---|---|---|
| Stoneridge Investment Partners LLC | 9,357 | $1.63M | 0.90% | +3,897+71.4% | Added |
| Werlinich Asset Management, LLC | 9,360 | $1.63M | 1.51% | +140+1.5% | Added |
| CAPROCK Group, Inc. | 9,377 | $1.63M | 0.15% | −405−4.1% | Reduced |
| IHT Wealth Management, LLC | 9,379 | $1.63M | 0.10% | +763+8.9% | Added |
| Ameritas Investment Partners, Inc. | 9,080 | $1.64M | 0.07% | −199−2.1% | Reduced |
| Wahed Invest LLC | 9,464 | $1.65M | 0.85% | +1,095+13.1% | Added |
| Ascension Asset Management LLC | 9,483 | $1.65M | 1.19% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9,484 | $1.65M | 0.45% | −132−1.4% | Reduced |
| Slow Capital, Inc. | 9,486 | $1.65M | 0.37% | +701+8.0% | Added |
| High Net Worth Advisory Group LLC | 9,499 | $1.65M | 0.64% | +75+0.8% | Added |
| Hilltop Holdings Inc. | 9,519 | $1.65M | 0.21% | +454+5.0% | Added |
| Belpointe Asset Management LLC | 9,584 | $1.67M | 0.10% | +334+3.6% | Added |
| Balentine LLC | 9,608 | $1.67M | 0.06% | +1,513+18.7% | Added |
| Brighton Jones LLC | 9,641 | $1.68M | 0.10% | +3,507+57.2% | Added |
| Caldwell Trust Co | 9,666 | $1.68M | 0.24% | +326+3.5% | Added |
| Redwood Investment Management, LLC | 9,678 | $1.68M | 0.22% | +8,183+547.4% | Added |
| Moneywise, Inc. | 9,701 | $1.69M | 1.26% | −12−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,729 | $1.69M | 0.21% | +9,729 | New |
| Ethic Inc. | 9,749 | $1.69M | 0.09% | +3,423+54.1% | Added |
| Phoenix Wealth Advisors | 9,775 | $1.70M | 1.02% | −655−6.3% | Reduced |
| Aberdeen Wealth Management LLC | 9,791 | $1.70M | 1.28% | +20.0% | Added |
| ForthRight Wealth Management, LLC | 9,813 | $1.71M | 0.87% | +159+1.6% | Added |
| Fayez Sarofim & Co | 9,852 | $1.71M | 0.01% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 9,871 | $1.72M | 0.23% | −169−1.7% | Reduced |
| Access Financial Services, Inc. | 9,879 | $1.72M | 1.05% | +2,305+30.4% | Added |
| Hudson Canyon Capital Management | 9,950 | $1.73M | 1.60% | 00.0% | Unchanged |
| United Community Bank | 9,996 | $1.74M | 1.68% | −247−2.4% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.74M | 0.20% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,025 | $1.74M | 0.20% | −52−0.5% | Reduced |
| Cora Capital Advisors LLC | 10,034 | $1.74M | 1.20% | +10,034 | New |
| Weaver C. Barksdale & Associates, Inc. | 10,038 | $1.75M | 1.54% | +255+2.6% | Added |
| Ronald Blue Trust, Inc. | 10,853 | $1.75M | 0.03% | +5,688+110.1% | Added |
| One River Asset Management, LLC | 10,019 | $1.76M | 1.21% | +10,019 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,176 | $1.77M | 0.20% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 10,214 | $1.78M | 0.19% | +6,988+216.6% | Added |
| Caliber Wealth Management, LLC | 10,231 | $1.78M | 1.36% | −80−0.8% | Reduced |
| JT Stratford LLC | 10,247 | $1.78M | 0.57% | +4,526+79.1% | Added |
| Convergence Investment Partners, LLC | 10,256 | $1.78M | 1.06% | +496+5.1% | Added |
| Worldquant Millennium Advisors LLC | 10,283 | $1.79M | 0.04% | +10,283 | New |
| Norway Savings Bank | 10,322 | $1.79M | 0.91% | +29+0.3% | Added |
| Horan Securities, Inc. | 10,357 | $1.80M | 1.01% | +14+0.1% | Added |
| Private Trust Co NA | 10,358 | $1.80M | 0.27% | −402−3.7% | Reduced |
| Sandy Spring Bank | 10,370 | $1.80M | 0.11% | −165−1.6% | Reduced |
| Modus Advisors, LLC | 10,478 | $1.82M | 0.88% | +738+7.6% | Added |
| Chicago Trust Co NA | 10,558 | $1.84M | 0.46% | −2,330−18.1% | Reduced |
| Neville Rodie & Shaw Inc | 10,560 | $1.84M | 0.17% | −400−3.6% | Reduced |
| Twin Capital Management Inc | 10,572 | $1.84M | 0.24% | −15−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,587 | $1.84M | 1.34% | −194−1.8% | Reduced |
| Sage Capital Advisors,llc | 10,599 | $1.84M | 0.81% | +9,099+606.6% | Added |
| Deane Retirement Strategies, Inc. | 10,698 | $1.86M | 1.04% | −50−0.5% | Reduced |
| Change Path, LLC | 10,727 | $1.86M | 0.10% | +1,237+13.0% | Added |
| Park Avenue Securities LLC | 10,738 | $1.87M | 0.03% | −1,226−10.2% | Reduced |
| Apollon Wealth Management, LLC | 10,760 | $1.87M | 0.13% | −495−4.4% | Reduced |
| Cornerstone Investment Partners, LLC | 10,789 | $1.88M | 0.12% | +19+0.2% | Added |
| Global Retirement Partners, LLC | 10,843 | $1.88M | 0.13% | +1,226+12.7% | Added |
| Beacon Investment Advisors LLC | 10,909 | $1.90M | 1.58% | +10,909 | New |
| Proquility Private Wealth Partners, LLC | 10,926 | $1.90M | 0.78% | −172−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 10,978 | $1.91M | 0.07% | +144+1.3% | Added |
| Patrick Mauro Investment Advisor, INC. | 10,981 | $1.91M | 1.24% | −4,632−29.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $1.91M | 1.71% | 00.0% | Unchanged |
| Wealth Alliance | 11,008 | $1.91M | 0.34% | +1,401+14.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,030 | $1.92M | 1.11% | +11,030 | New |
| Cresset Asset Management, LLC | 13,303 | $1.92M | 0.02% | +3,503+35.7% | Added |
| Commerzbank Aktiengesellschaft | 11,101 | $1.93M | 0.12% | +1,396+14.4% | Added |
| Loudon Investment Management, LLC | 11,151 | $1.94M | 1.40% | −578−4.9% | Reduced |
| Van Eck Associates Corp | 11,204 | $1.95M | 0.01% | +461+4.3% | Added |
| Gabelli Funds LLC | 11,225 | $1.95M | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,263 | $1.96M | 0.09% | +752+7.2% | Added |
| Quilter Plc | 11,330 | $1.97M | 0.06% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 11,428 | $1.99M | 1.77% | 00.0% | Unchanged |
| WBI Investments | 11,454 | $1.99M | 0.43% | +11,454 | New |
| Excalibur Management Corp | 11,480 | $2.00M | 1.04% | −137−1.2% | Reduced |
| Trustmark National Bank Trust Department | 11,495 | $2.00M | 0.18% | +4,188+57.3% | Added |
| Pitcairn Co | 11,519 | $2.00M | 0.20% | +187+1.7% | Added |
| Financial Partners Group, LLC | 11,531 | $2.00M | 1.18% | +11,531 | New |
| BerganKDV Wealth Management, LLC | 11,544 | $2.01M | 0.22% | +11,073+2,351.0% | Added |
| Terry L. Blaker | 11,589 | $2.01M | 0.18% | +5,692+96.5% | Added |
| Tokio Marine Asset Management Co Ltd | 11,609 | $2.02M | 0.16% | +830+7.7% | Added |
| Central Trust Co | 11,646 | $2.02M | 0.06% | +2,041+21.2% | Added |
| Optimum Investment Advisors | 11,737 | $2.04M | 1.11% | −99−0.8% | Reduced |
| Phoenix Holdings Ltd. | 11,571 | $2.05M | 0.04% | −666−5.4% | Reduced |
| Gifford Fong Associates | 11,800 | $2.05M | 0.47% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 11,841 | $2.06M | 0.73% | −177−1.5% | Reduced |
| StoneX Group Inc. | 11,852 | $2.06M | 0.24% | +415+3.6% | Added |
| Cooke & Bieler LP | 11,856 | $2.06M | 0.02% | −934−7.3% | Reduced |
| Perigon Wealth Management, LLC | 11,864 | $2.06M | 0.13% | +5,392+83.3% | Added |
| Cypress Capital, LLC | 11,929 | $2.07M | 0.65% | +113+1.0% | Added |
| Kiley Juergens Wealth Management, LLC | 11,945 | $2.08M | 0.87% | −536−4.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 11,624 | $2.08M | 0.94% | +3,620+45.2% | Added |
| Pensionfund Sabic | 12,000 | $2.09M | 0.68% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 12,033 | $2.09M | 1.51% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,043 | $2.09M | 0.09% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 12,044 | $2.09M | 0.14% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 12,085 | $2.10M | 0.76% | +40.0% | Added |
| Procyon Private Wealth Partners, LLC | 12,122 | $2.11M | 0.39% | +3,448+39.8% | Added |
| Azzad Asset Management Inc | 12,144 | $2.11M | 0.33% | +362+3.1% | Added |
| L.M. Kohn & Company | 12,228 | $2.13M | 0.99% | +243+2.0% | Added |
| Old National Bancorp | 12,249 | $2.13M | 0.07% | +702+6.1% | Added |
| Wimmer Associates 1, LLC | 12,281 | $2.13M | 1.41% | +75+0.6% | Added |
| Auto-Owners Insurance Co | 12,300 | $2.14M | 0.08% | +12,300 | New |