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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 15,756 | $2.74M | 0.02% | −39−0.2% | Reduced |
| Allworth Financial LP | 15,772 | $2.74M | 0.03% | −1,184−7.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 15,860 | $2.76M | 2.01% | +700+4.6% | Added |
| Investment Management Corp of Ontario | 15,875 | $2.76M | 0.13% | +15,875 | New |
| Sculati Wealth Management, LLC | 15,903 | $2.77M | 1.55% | −247−1.5% | Reduced |
| Cornerstone Wealth Group, LLC | 15,918 | $2.77M | 0.52% | +12,580+376.9% | Added |
| Canandaigua National Corp | 15,951 | $2.77M | 0.47% | +833+5.5% | Added |
| Ontario Teachers Pension Plan Board | 15,955 | $2.77M | 0.03% | +8,103+103.2% | Added |
| Prime Capital Investment Advisors, LLC | 15,967 | $2.78M | 0.11% | +5,144+47.5% | Added |
| Moors & Cabot, Inc. | 15,989 | $2.78M | 0.19% | −802−4.8% | Reduced |
| Keeler Thomas Management LLC | 16,067 | $2.79M | 1.41% | −5,198−24.4% | Reduced |
| Auxier Asset Management | 16,111 | $2.80M | 0.48% | +10.0% | Added |
| Cypress Asset Management Inc | 16,131 | $2.81M | 1.02% | −745−4.4% | Reduced |
| Searle & Co. | 16,250 | $2.82M | 0.96% | 00.0% | Unchanged |
| Arden Trust Co | 16,280 | $2.83M | 0.57% | −1,024−5.9% | Reduced |
| Moody National Bank Trust Division | 16,503 | $2.87M | 0.25% | +216+1.3% | Added |
| Sunbelt Securities, Inc. | 16,566 | $2.88M | 0.56% | +134+0.8% | Added |
| Shorepoint Capital Partners LLC | 16,652 | $2.90M | 0.80% | +596+3.7% | Added |
| Capstone Investment Advisors, LLC | 16,654 | $2.90M | 0.08% | −4,539−21.4% | Reduced |
| PFG Advisors | 16,742 | $2.91M | 0.29% | +20+0.1% | Added |
| Exencial Wealth Advisors, LLC | 16,744 | $2.91M | 0.16% | +1,800+12.0% | Added |
| Smith, Salley & Associates | 16,745 | $2.91M | 0.25% | +369+2.3% | Added |
| Stanley-Laman Group, Ltd. | 16,755 | $2.91M | 0.55% | −1,188−6.6% | Reduced |
| Burleson & Company, LLC | 16,790 | $2.92M | 0.73% | +7,867+88.2% | Added |
| Wharton Business Group, LLC | 16,813 | $2.92M | 0.17% | +25+0.1% | Added |
| Intrepid Capital Management Inc | 16,830 | $2.93M | 2.53% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $2.93M | 0.50% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 16,878 | $2.93M | 0.32% | −1,534−8.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.94M | 1.68% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,906 | $2.94M | 0.29% | −109−0.6% | Reduced |
| SG Americas Securities, LLC | 17,059 | $2.97M | 0.04% | −12,752−42.8% | Reduced |
| KMG Fiduciary Partners, LLC | 17,065 | $2.97M | 0.49% | +2,747+19.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,065 | $2.97M | 2.04% | +134+0.8% | Added |
| Pavion Blue Capital, LLC | 17,116 | $2.98M | 1.90% | +330+2.0% | Added |
| Legacy CG, LLC | 17,228 | $2.99M | 1.76% | +593+3.6% | Added |
| Caisse de Depot Et Placement du Quebec | 17,285 | $3.00M | 0.01% | −151,930−89.8% | Reduced |
| Beech Hill Advisors, Inc. | 17,295 | $3.01M | 1.67% | −11−0.1% | Reduced |
| United Asset Strategies, Inc. | 17,329 | $3.01M | 0.42% | +2,779+19.1% | Added |
| Pure Financial Advisors, Inc. | 17,337 | $3.01M | 0.16% | +13+0.1% | Added |
| Meritage Portfolio Management | 17,425 | $3.03M | 0.24% | +782+4.7% | Added |
| Oak Harbor Wealth Partners, LLC | 17,448 | $3.03M | 1.16% | −47−0.3% | Reduced |
| Kennon-Green & Company, LLC | 17,505 | $3.04M | 3.03% | +17,505 | New |
| Radnor Capital Management, LLC | 16,580 | $3.05M | 0.75% | +100+0.6% | Added |
| McDonald Partners LLC | 17,621 | $3.06M | 1.05% | +193+1.1% | Added |
| Nomura Holdings Inc | 17,629 | $3.08M | 0.03% | +17,629 | New |
| Tiaa, FSB | 17,782 | $3.09M | 0.01% | −278−1.5% | Reduced |
| Strategic Advisors LLC | 17,830 | $3.10M | 0.69% | −1,046−5.5% | Reduced |
| Kinneret Advisory, LLC | 18,051 | $3.14M | 0.41% | −4,079−18.4% | Reduced |
| Boyar Asset Management Inc. | 18,109 | $3.15M | 2.57% | −299−1.6% | Reduced |
| Arvest Trust Co N A | 18,126 | $3.15M | 0.20% | +839+4.9% | Added |
| FORA Capital, LLC | 18,129 | $3.15M | 0.51% | +18,129 | New |
| Fortis Advisors, LLC | 18,176 | $3.16M | 2.41% | +70.0% | Added |
| Wedbush Securities Inc | 18,229 | $3.17M | 0.17% | +494+2.8% | Added |
| Montag A & Associates Inc | 18,272 | $3.18M | 0.21% | −855−4.5% | Reduced |
| Cary Street Partners Asset Management LLC | 18,316 | $3.18M | 0.65% | +945+5.4% | Added |
| Bridges Investment Management Inc | 18,328 | $3.19M | 0.12% | +4,421+31.8% | Added |
| Aspire Private Capital, LLC | 18,332 | $3.19M | 1.14% | +40.0% | Added |
| Signature Wealth Management Group | 18,333 | $3.19M | 1.56% | +470+2.6% | Added |
| Eudaimonia Partners, LLC | 18,358 | $3.19M | 0.78% | −895−4.6% | Reduced |
| Snowden Capital Advisors LLC | 18,401 | $3.20M | 0.13% | −1,276−6.5% | Reduced |
| Consolidated Planning Corp | 18,570 | $3.23M | 0.89% | +1,166+6.7% | Added |
| Hussman Strategic Advisors, Inc. | 18,600 | $3.23M | 0.53% | +3,100+20.0% | Added |
| Sumitomo Life Insurance Co | 18,650 | $3.24M | 0.24% | −151−0.8% | Reduced |
| Millennium Capital Advisors, LLC | 18,682 | $3.25M | 3.28% | +507+2.8% | Added |
| Twin Lakes Capital Management, LLC | 18,700 | $3.25M | 2.50% | +139+0.7% | Added |
| Marion Wealth Management | 18,720 | $3.25M | 1.37% | +10.0% | Added |
| Private Advisor Group, LLC | 96,595 | $3.27M | 0.16% | −254−0.3% | Reduced |
| Cardinal Capital Management | 18,810 | $3.27M | 0.70% | −65−0.3% | Reduced |
| Hudson Capital Management LLC | 18,975 | $3.30M | 1.31% | +15,911+519.3% | Added |
| Johnson & White Wealth Management, LLC | 122,695 | $3.31M | 4.86% | +122,695 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 19,062 | $3.31M | 0.50% | −312−1.6% | Reduced |
| Members Capital Advisors Inc | 19,097 | $3.32M | 2.39% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 19,146 | $3.33M | 1.08% | +244+1.3% | Added |
| Empirical Finance, LLC | 19,171 | $3.33M | 0.35% | +1,550+8.8% | Added |
| Old Point Trust & Financial Services N A | 19,224 | $3.34M | 1.54% | −50−0.3% | Reduced |
| South Dakota Investment Council | 19,290 | $3.35M | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 19,325 | $3.36M | 0.25% | −59−0.3% | Reduced |
| Plimoth Trust Co LLC | 19,381 | $3.37M | 1.09% | −409−2.1% | Reduced |
| Anderson Hoagland & Co | 19,170 | $3.38M | 0.49% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 19,491 | $3.39M | 0.77% | +157+0.8% | Added |
| Bessemer Group Inc | 19,500 | $3.39M | 0.01% | −472−2.4% | Reduced |
| Parallel Advisors, LLC | 19,597 | $3.41M | 0.15% | +152+0.8% | Added |
| Metis Global Partners, LLC | 19,637 | $3.41M | 0.30% | +8,795+81.1% | Added |
| Investment Management of Virginia LLC | 19,644 | $3.41M | 0.67% | −176−0.9% | Reduced |
| New England Research & Management, Inc. | 19,712 | $3.43M | 1.97% | +3,650+22.7% | Added |
| Avitas Wealth Management LLC | 19,732 | $3.43M | 0.72% | +2,951+17.6% | Added |
| Monument Capital Management | 19,899 | $3.46M | 1.18% | −1,358−6.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 19,937 | $3.47M | 2.40% | −516−2.5% | Reduced |
| Advanced Asset Management Advisors Inc | 20,000 | $3.48M | 0.87% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 20,000 | $3.48M | 3.07% | +10,000+100.0% | Added |
| Palisade Asset Management, LLC | 20,023 | $3.48M | 0.40% | +12+0.1% | Added |
| Cox Capital Mgt LLC | 20,049 | $3.49M | 2.27% | −1,210−5.7% | Reduced |
| Fort Washington Investment Advisors Inc | 20,058 | $3.49M | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 20,081 | $3.49M | 0.40% | +245+1.2% | Added |
| Greenline Partners, LLC | 20,114 | $3.50M | 0.69% | −4,623−18.7% | Reduced |
| Bank of the West | 20,174 | $3.51M | 0.41% | −287−1.4% | Reduced |
| Verdence Capital Advisors LLC | 20,335 | $3.53M | 0.43% | −278−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 20,352 | $3.54M | 0.14% | +12,578+161.8% | Added |
| Heritage Trust Co | 20,356 | $3.54M | 0.58% | +977+5.0% | Added |
| Adams Asset Advisors, LLC | 20,422 | $3.55M | 0.48% | −2,161−9.6% | Reduced |