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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 12,332 | $2.14M | 0.52% | −1,500−10.8% | Reduced |
| Sterneck Capital Management, LLC | 12,334 | $2.14M | 1.42% | −36−0.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,345 | $2.15M | 0.02% | +35+0.3% | Added |
| Richard Bernstein Advisors LLC | 12,349 | $2.15M | 0.05% | −24,933−66.9% | Reduced |
| Gamble Jones Investment Counsel | 12,427 | $2.16M | 0.16% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 12,450 | $2.16M | 0.24% | −10.0% | Reduced |
| Dynamic Advisor Solutions LLC | 12,456 | $2.17M | 0.15% | +1,061+9.3% | Added |
| Howland Capital Management LLC | 12,467 | $2.17M | 0.13% | −50−0.4% | Reduced |
| DFPG Investments, LLC | 11,896 | $2.17M | 0.36% | +11,896 | New |
| JLB & Associates Inc | 12,496 | $2.17M | 0.35% | +639+5.4% | Added |
| IFP Advisors, Inc | 18,325 | $2.17M | 0.07% | −1,599−8.0% | Reduced |
| Benedetti & Gucer, Inc. | 12,531 | $2.18M | 1.59% | +10.0% | Added |
| Gofen & Glossberg LLC | 12,565 | $2.18M | 0.06% | +2,223+21.5% | Added |
| Northcape Wealth Management, LLC | 12,620 | $2.19M | 1.22% | −2,498−16.5% | Reduced |
| Easterly Investment Partners LLC | 12,664 | $2.20M | 0.19% | +4,294+51.3% | Added |
| Investmark Advisory Group LLC | 12,679 | $2.20M | 1.63% | +1,047+9.0% | Added |
| Bradley Foster & Sargent Inc | 12,701 | $2.21M | 0.06% | +1,256+11.0% | Added |
| Avidian Wealth Solutions, LLC | 12,736 | $2.21M | 0.14% | −110−0.9% | Reduced |
| Rossmore Private Capital | 12,753 | $2.22M | 0.35% | +644+5.3% | Added |
| Verition Fund Management LLC | 12,754 | $2.22M | 0.04% | −14,163−52.6% | Reduced |
| Tealwood Asset Management Inc | 12,854 | $2.23M | 1.17% | −545−4.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,284 | $2.24M | 0.98% | +137+1.1% | Added |
| Integrated Advisors Network LLC | 12,887 | $2.24M | 0.14% | +338+2.7% | Added |
| ProVise Management Group, LLC | 12,908 | $2.24M | 0.23% | +4,876+60.7% | Added |
| Banque Pictet & Cie SA | 12,918 | $2.25M | 0.02% | +650+5.3% | Added |
| Mengis Capital Management, Inc. | 12,931 | $2.25M | 0.49% | −443−3.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,011 | $2.26M | 0.28% | +1,433+12.4% | Added |
| Trust Co of Vermont | 13,022 | $2.26M | 0.17% | −157−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 13,084 | $2.27M | 0.25% | +470+3.7% | Added |
| Bailard, Inc. | 13,087 | $2.28M | 0.09% | −318−2.4% | Reduced |
| Arrow Financial Corp | 13,086 | $2.28M | 0.31% | −27−0.2% | Reduced |
| AMG National Trust Bank | 13,120 | $2.28M | 0.08% | +79+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,191 | $2.29M | 0.75% | +148+1.1% | Added |
| Institute for Wealth Management, LLC. | 13,216 | $2.30M | 0.49% | +85+0.6% | Added |
| Forte Capital LLC | 13,334 | $2.32M | 0.40% | +557+4.4% | Added |
| Greenleaf Trust | 13,413 | $2.33M | 0.03% | +84+0.6% | Added |
| SkyOak Wealth, LLC | 13,438 | $2.34M | 0.79% | −109−0.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 13,448 | $2.34M | 2.07% | −390−2.8% | Reduced |
| Bristlecone Advisors, LLC | 13,459 | $2.34M | 0.29% | −37−0.3% | Reduced |
| Camden Capital, LLC | 13,515 | $2.35M | 0.37% | −1,918−12.4% | Reduced |
| Quantinno Capital Management LP | 13,519 | $2.35M | 0.18% | +4,633+52.1% | Added |
| BTC Capital Management, Inc. | 13,536 | $2.35M | 0.28% | −632−4.5% | Reduced |
| Marks Group Wealth Management, Inc | 13,550 | $2.36M | 0.32% | +1,299+10.6% | Added |
| Stone Point Wealth LLC | 13,566 | $2.36M | 1.16% | +625+4.8% | Added |
| Aptus Capital Advisors, LLC | 13,583 | $2.36M | 0.08% | −14,589−51.8% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $2.36M | 0.69% | 00.0% | Unchanged |
| BFSG, LLC | 13,706 | $2.38M | 0.48% | +20.0% | Added |
| Horst & Graben Wealth Management LLC | 13,755 | $2.39M | 0.63% | +10+0.1% | Added |
| Aull & Monroe Investment Management Corp | 13,761 | $2.39M | 1.19% | −535−3.7% | Reduced |
| Chatham Capital Group, Inc. | 13,814 | $2.40M | 0.56% | +388+2.9% | Added |
| Cypress Capital Group | 13,815 | $2.40M | 0.36% | +393+2.9% | Added |
| Veriti Management LLC | 13,858 | $2.41M | 0.32% | +461+3.4% | Added |
| Rockland Trust Co | 13,856 | $2.41M | 0.15% | −313−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 13,876 | $2.41M | 0.08% | +2,339+20.3% | Added |
| 44 Wealth Management LLC | 13,944 | $2.42M | 0.84% | +2,428+21.1% | Added |
| Douglass Winthrop Advisors, LLC | 13,963 | $2.43M | 0.07% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 13,977 | $2.43M | 1.59% | −15−0.1% | Reduced |
| Ally Financial Inc. | 14,000 | $2.43M | 0.38% | 00.0% | Unchanged |
| Addison Capital Co | 14,009 | $2.44M | 1.55% | +754+5.7% | Added |
| Garner Asset Management Corp | 14,060 | $2.44M | 1.20% | −10.0% | Reduced |
| Skylands Capital, LLC | 14,080 | $2.45M | 0.39% | −200−1.4% | Reduced |
| Independence Bank of Kentucky | 14,100 | $2.45M | 1.10% | +1,916+15.7% | Added |
| GHP Investment Advisors, Inc. | 14,188 | $2.47M | 0.17% | +873+6.6% | Added |
| First Dallas Securities Inc. | 14,191 | $2.47M | 1.49% | +3,831+37.0% | Added |
| Wetherby Asset Management Inc | 14,238 | $2.48M | 0.16% | +632+4.6% | Added |
| Tower Research Capital LLC (TRC) | 14,264 | $2.48M | 0.10% | −46,399−76.5% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $2.49M | 2.48% | −66−0.5% | Reduced |
| Ballentine Partners, LLC | 14,349 | $2.49M | 0.07% | −149−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 14,379 | $2.50M | 0.22% | +2,675+22.9% | Added |
| SWS Partners | 14,388 | $2.50M | 1.19% | +1,749+13.8% | Added |
| Trust Co of Toledo NA | 14,414 | $2.51M | 0.47% | −37−0.3% | Reduced |
| Arabesque Asset Management Ltd | 14,423 | $2.51M | 0.85% | +14,423 | New |
| Truvestments Capital LLC | 14,541 | $2.53M | 1.43% | −49−0.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 14,621 | $2.54M | 0.55% | +1,376+10.4% | Added |
| Meiji Yasuda Life Insurance Co | 14,671 | $2.55M | 0.05% | −300−2.0% | Reduced |
| Cohen Investment Advisors LLC | 14,697 | $2.55M | 2.13% | +103+0.7% | Added |
| Mechanics Bank Trust Department | 14,868 | $2.58M | 0.45% | −207−1.4% | Reduced |
| Alta Capital Management LLC | 14,872 | $2.59M | 0.20% | +424+2.9% | Added |
| Bonness Enterprises Inc | 14,950 | $2.60M | 1.22% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14,962 | $2.60M | 0.31% | +695+4.9% | Added |
| Exeter Financial, LLC | 14,973 | $2.60M | 1.36% | +109+0.7% | Added |
| Great Valley Advisor Group, Inc. | 15,146 | $2.63M | 0.13% | −1,009−6.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,176 | $2.64M | 0.10% | +97+0.6% | Added |
| Harbour Investment Management LLC | 15,189 | $2.64M | 1.52% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 15,222 | $2.65M | 1.19% | +165+1.1% | Added |
| Charter Research & Investment Group, Inc. | 15,230 | $2.65M | 2.54% | −275−1.8% | Reduced |
| Advisors Capital Management, LLC | 15,243 | $2.65M | 0.07% | +12,089+383.3% | Added |
| Schnieders Capital Management LLC | 15,254 | $2.65M | 0.61% | +205+1.4% | Added |
| South State Corp. | 15,321 | $2.66M | 0.25% | −660−4.1% | Reduced |
| Lincoln National Corp | 15,330 | $2.66M | 0.06% | +298+2.0% | Added |
| Stamos Capital Partners, L.P. | 15,350 | $2.67M | 0.84% | +11,660+316.0% | Added |
| Rehmann Capital Advisory Group | 15,431 | $2.68M | 0.27% | −426−2.7% | Reduced |
| Pathway Financial Advisers, LLC | 15,459 | $2.69M | 1.09% | +15,459 | New |
| Capital Investment Advisory Services, LLC | 15,533 | $2.70M | 0.32% | +1,178+8.2% | Added |
| EP Wealth Advisors, LLC | 15,537 | $2.70M | 0.05% | −397−2.5% | Reduced |
| Zullo Investment Group, Inc. | 15,555 | $2.70M | 1.66% | +64+0.4% | Added |
| Fulton Bank, N.A. | 15,683 | $2.73M | 0.15% | −530−3.3% | Reduced |
| Monarch Capital Management Inc | 15,695 | $2.73M | 0.84% | +60.0% | Added |
| Beverly Hills Private Wealth, LLC | 15,720 | $2.73M | 1.19% | +15,720 | New |
| Jacobi Capital Management LLC | 15,726 | $2.73M | 0.34% | +222+1.4% | Added |