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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 20,485 | $3.56M | 0.41% | +20,485 | New |
| Vise Technologies, Inc. | 20,508 | $3.57M | 1.12% | +2,580+14.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 20,550 | $3.57M | 0.05% | +575+2.9% | Added |
| Perkins Coie Trust Co | 20,647 | $3.59M | 1.15% | +69+0.3% | Added |
| Chapman Investment Management, LLC | 20,660 | $3.59M | 3.28% | −5,454−20.9% | Reduced |
| Putnam Investments LLC | 20,735 | $3.60M | 0.01% | −469−2.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 20,736 | $3.60M | 1.85% | +20,736 | New |
| Beacon Investment Advisory Services, Inc. | 20,753 | $3.61M | 0.18% | −1,280−5.8% | Reduced |
| Acadian Asset Management LLC | 20,845 | $3.62M | 0.02% | +3,074+17.3% | Added |
| Ieq Capital, LLC | 20,875 | $3.63M | 0.10% | −6,961−25.0% | Reduced |
| Freestone Capital Holdings, LLC | 20,895 | $3.63M | 0.17% | −13−0.1% | Reduced |
| Ellsworth Advisors, LLC | 20,579 | $3.64M | 1.36% | +615+3.1% | Added |
| Jane Street Group, LLC | 20,963 | $3.64M | 0.01% | −167,738−88.9% | Reduced |
| Laffer Tengler Investments | 21,066 | $3.66M | 1.05% | +6,272+42.4% | Added |
| Commonwealth Retirement Investments LLC | 21,219 | $3.69M | 2.24% | +21,219 | New |
| Hodges Capital Management Inc. | 21,245 | $3.69M | 0.32% | +10,351+95.0% | Added |
| Roundview Capital LLC | 21,273 | $3.70M | 0.42% | +134+0.6% | Added |
| Arjuna Capital | 21,298 | $3.70M | 1.71% | −6,144−22.4% | Reduced |
| Physicians Financial Services, Inc. | 21,304 | $3.70M | 1.67% | −25−0.1% | Reduced |
| EHP Funds Inc. | 21,440 | $3.73M | 0.78% | −1,630−7.1% | Reduced |
| Summitry LLC | 21,735 | $3.78M | 0.28% | +1,576+7.8% | Added |
| Arkadios Wealth Advisors | 21,814 | $3.79M | 0.50% | −302−1.4% | Reduced |
| Veritable, L.P. | 21,870 | $3.80M | 0.07% | +679+3.2% | Added |
| Lido Advisors, LLC | 21,953 | $3.82M | 0.07% | +325+1.5% | Added |
| Sterling Investment Advisors, Ltd. | 22,005 | $3.83M | 1.37% | +581+2.7% | Added |
| Brookmont Capital Management | 22,174 | $3.85M | 2.37% | −628−2.8% | Reduced |
| Sheets Smith Wealth Management | 22,238 | $3.87M | 0.61% | +300+1.4% | Added |
| Hoylecohen, LLC | 22,337 | $3.88M | 0.39% | −315−1.4% | Reduced |
| Park National Corp | 22,390 | $3.89M | 0.17% | −820−3.5% | Reduced |
| Girard Partners Ltd. | 22,419 | $3.90M | 0.44% | +1,421+6.8% | Added |
| Horizon Investments, LLC | 22,551 | $3.92M | 0.11% | −19,272−46.1% | Reduced |
| Antonetti Capital Management LLC | 22,564 | $3.92M | 5.37% | −2,200−8.9% | Reduced |
| Bridgeworth, LLC | 22,586 | $3.93M | 0.62% | +23+0.1% | Added |
| GSB Wealth Management, LLC | 22,615 | $3.93M | 1.40% | −2,046−8.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,875 | $3.98M | 0.10% | −4,308−15.8% | Reduced |
| Ossiam | 22,879 | $3.98M | 0.10% | −3,240−12.4% | Reduced |
| Tilson Financial Group, Inc. | 22,894 | $3.98M | 3.39% | +22,894 | New |
| Madison Wealth Management | 22,912 | $3.98M | 0.91% | +651+2.9% | Added |
| Laurel Wealth Advisors LLC | 23,061 | $4.01M | 0.92% | −37−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 23,158 | $4.03M | 0.20% | −125−0.5% | Reduced |
| Bleakley Financial Group, LLC | 23,188 | $4.03M | 0.14% | +23,188 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,361 | $4.06M | 0.06% | −21,306−47.7% | Reduced |
| Papp L Roy & Associates | 23,393 | $4.07M | 0.57% | −146−0.6% | Reduced |
| North Star Asset Management Inc | 23,432 | $4.07M | 0.25% | +865+3.8% | Added |
| Horan Capital Advisors, LLC. | 23,447 | $4.08M | 1.79% | +366+1.6% | Added |
| Wealth Advisory Solutions, LLC | 23,556 | $4.09M | 1.10% | +759+3.3% | Added |
| Bogart Wealth, LLC | 23,577 | $4.10M | 0.29% | +10,920+86.3% | Added |
| City Holding Co | 23,591 | $4.10M | 0.77% | −400−1.7% | Reduced |
| Bowen Hanes & Co Inc | 23,594 | $4.10M | 0.15% | +1,600+7.3% | Added |
| Kovitz Investment Group Partners, LLC | 23,640 | $4.11M | 0.08% | −1,775−7.0% | Reduced |
| Venture Visionary Partners LLC | 23,799 | $4.14M | 0.30% | +3,346+16.4% | Added |
| Sawyer & Company, Inc | 23,808 | $4.14M | 2.04% | +85+0.4% | Added |
| Soltis Investment Advisors LLC | 23,833 | $4.14M | 0.55% | +3,287+16.0% | Added |
| Brady Family Wealth, LLC | 23,876 | $4.15M | 1.71% | +23,876 | New |
| Comerica Securities,inc. | 23,886 | $4.15M | 0.30% | −3,365−12.3% | Reduced |
| Bragg Financial Advisors, Inc | 24,104 | $4.19M | 0.25% | +3,011+14.3% | Added |
| Foster Victor Wealth Advisors, LLC | 23,586 | $4.22M | 0.54% | +1,869+8.6% | Added |
| Fosun International Ltd | 24,341 | $4.23M | 0.37% | +2,022+9.1% | Added |
| Citadel Advisors LLC | 24,463 | $4.25M | 0.00% | −189,576−88.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 24,539 | $4.27M | 0.08% | +246+1.0% | Added |
| Butensky & Cohen Financial Security, Inc | 24,724 | $4.30M | 1.59% | +2,094+9.3% | Added |
| Illinois Municipal Retirement Fund | 24,778 | $4.31M | 0.10% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24,799 | $4.31M | 0.54% | +1,980+8.7% | Added |
| ARS Wealth Advisors Group, LLC | 24,810 | $4.31M | 0.71% | +976+4.1% | Added |
| Independent Investors Inc | 24,811 | $4.31M | 1.20% | −1,000−3.9% | Reduced |
| Hallmark Capital Management Inc | 24,983 | $4.34M | 0.40% | +277+1.1% | Added |
| Vestcor Inc | 25,013 | $4.35M | 0.16% | −4,217−14.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,254 | $4.39M | 0.44% | +7,964+46.1% | Added |
| King Luther Capital Management Corp | 25,272 | $4.39M | 0.02% | +109+0.4% | Added |
| Valeo Financial Advisors, LLC | 25,340 | $4.41M | 0.24% | +1,943+8.3% | Added |
| Westover Capital Advisors, LLC | 25,413 | $4.42M | 1.75% | +102+0.4% | Added |
| Northwest Investment Counselors, LLC | 25,417 | $4.42M | 1.28% | +2,164+9.3% | Added |
| Vaughan David Investments LLC | 25,573 | $4.45M | 0.13% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 25,586 | $4.45M | 0.19% | +2,399+10.3% | Added |
| Leuthold Group, LLC | 25,628 | $4.46M | 0.60% | −796−3.0% | Reduced |
| Shell Asset Management Co | 25,877 | $4.50M | 0.20% | −5,709−18.1% | Reduced |
| Zions Bancorporation, N.A. | 25,876 | $4.50M | 0.36% | +324+1.3% | Added |
| Benin Management CORP | 25,915 | $4.51M | 1.82% | +355+1.4% | Added |
| Princeton Capital Management LLC | 25,928 | $4.51M | 2.00% | −2,203−7.8% | Reduced |
| Schulhoff & Co Inc | 26,140 | $4.54M | 2.09% | −660−2.5% | Reduced |
| Farmers National Bank | 26,178 | $4.55M | 1.62% | +293+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,227 | $4.56M | 0.40% | 00.0% | Unchanged |
| Associated Banc-Corp | 26,283 | $4.57M | 0.19% | +761+3.0% | Added |
| McDaniel Terry & Co | 26,537 | $4.61M | 0.54% | −98−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,594 | $4.62M | 0.21% | +911+3.5% | Added |
| Opus Investment Management Inc | 26,600 | $4.62M | 1.65% | −5,800−17.9% | Reduced |
| Stratos Wealth Advisors, LLC | 26,611 | $4.63M | 0.39% | +941+3.7% | Added |
| Atwater Malick LLC | 26,641 | $4.63M | 2.28% | +1,239+4.9% | Added |
| Principal Street Partners, LLC | 26,649 | $4.63M | 1.17% | +24,117+952.5% | Added |
| Clark Capital Management Group, Inc. | 26,769 | $4.65M | 0.04% | −953−3.4% | Reduced |
| Culbertson A N & Co Inc | 27,029 | $4.70M | 0.99% | +513+1.9% | Added |
| William Allan, LLC | 27,088 | $4.71M | 3.96% | −546−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 27,143 | $4.72M | 0.33% | −1,227−4.3% | Reduced |
| Globeflex Capital L P | 27,228 | $4.73M | 0.60% | +14,400+112.3% | Added |
| Farmers Trust Co | 27,242 | $4.74M | 1.06% | +116+0.4% | Added |
| Cypress Wealth Services, LLC | 27,291 | $4.74M | 1.52% | −152−0.6% | Reduced |
| Everence Capital Management Inc | 27,535 | $4.79M | 0.41% | +6,590+31.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 27,656 | $4.81M | 0.24% | +40.0% | Added |
| Canal Capital Management, LLC | 27,716 | $4.82M | 1.17% | −683−2.4% | Reduced |
| Keating Investment Counselors Inc | 27,790 | $4.83M | 1.89% | +3,390+13.9% | Added |