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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 28,015 | $4.87M | 0.57% | +28,015 | New |
| TD Private Client Wealth LLC | 28,058 | $4.88M | 0.23% | +3,160+12.7% | Added |
| Advisor Partners II, LLC | 28,076 | $4.88M | 0.30% | +3,425+13.9% | Added |
| Coldstream Capital Management Inc | 28,246 | $4.91M | 0.18% | +28,246 | New |
| Stokes Capital Advisors, LLC | 28,292 | $4.92M | 1.69% | −1,523−5.1% | Reduced |
| Argyle Capital Management Inc. | 28,328 | $4.92M | 1.69% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 27,059 | $4.93M | 1.14% | +100.0% | Added |
| Sovereign Financial Group, Inc. | 28,380 | $4.93M | 1.94% | +648+2.3% | Added |
| Community Bank, N.A. | 28,388 | $4.93M | 0.69% | +1,954+7.4% | Added |
| Bourne Lent Asset Management Inc | 28,748 | $5.00M | 2.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 27,949 | $5.00M | 0.10% | +897+3.3% | Added |
| Zacks Investment Management | 28,851 | $5.02M | 0.07% | −417−1.4% | Reduced |
| Mather Group, LLC. | 28,890 | $5.02M | 0.10% | −305−1.0% | Reduced |
| Boston Private Wealth LLC | 29,105 | $5.06M | 0.07% | −3,490−10.7% | Reduced |
| Stolper Co | 29,109 | $5.06M | 2.22% | +1,521+5.5% | Added |
| Capital Investment Counsel, Inc | 29,127 | $5.06M | 1.19% | +1,084+3.9% | Added |
| Donaldson Capital Management, LLC | 29,138 | $5.07M | 0.25% | −1,580−5.1% | Reduced |
| Assetmark, Inc | 29,231 | $5.08M | 0.02% | +8,751+42.7% | Added |
| Horrell Capital Management, Inc. | 29,330 | $5.10M | 1.69% | +185+0.6% | Added |
| Bridgeway Capital Management, LLC | 29,403 | $5.11M | 0.13% | −21,360−42.1% | Reduced |
| Peloton Wealth Strategists | 29,580 | $5.14M | 2.48% | −250−0.8% | Reduced |
| Rench Wealth Management, Inc. | 29,589 | $5.14M | 2.62% | +470+1.6% | Added |
| CWA Asset Management Group, LLC | 29,678 | $5.16M | 0.42% | +27,820+1,497.3% | Added |
| Arrowstreet Capital, Limited Partnership | 29,876 | $5.19M | 0.01% | −78,277−72.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,886 | $5.20M | 0.32% | −7,524−20.1% | Reduced |
| Legacy Advisors, LLC | 29,896 | $5.20M | 0.95% | +3,610+13.7% | Added |
| Allstate Corp | 30,037 | $5.22M | 0.16% | +6,226+26.1% | Added |
| Allstate Investment Management Co | 30,037 | $5.22M | 0.16% | +30,037 | New |
| Cohen Klingenstein LLC | 30,060 | $5.23M | 0.26% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 30,117 | $5.24M | 2.08% | −17−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 30,265 | $5.26M | 1.13% | +387+1.3% | Added |
| Northwest Bancshares, Inc. | 30,397 | $5.28M | 1.06% | −3,460−10.2% | Reduced |
| Fusion Capital, LLC | 30,403 | $5.29M | 3.12% | +738+2.5% | Added |
| Vision Capital Management, Inc. | 30,427 | $5.29M | 1.01% | −3,830−11.2% | Reduced |
| Haverford Financial Services, Inc. | 30,728 | $5.34M | 1.47% | +30,728 | New |
| Atalanta Sosnoff Capital, LLC | 30,779 | $5.35M | 0.16% | −585−1.9% | Reduced |
| Loomis Sayles & Co L P | 30,875 | $5.37M | 0.01% | −319−1.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,938 | $5.38M | 1.77% | +449+1.5% | Added |
| Sepio Capital, LP | 30,975 | $5.38M | 0.47% | −1,880−5.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,037 | $5.39M | 2.77% | +249+0.8% | Added |
| Bridge Creek Capital Management LLC | 31,052 | $5.40M | 2.11% | +119+0.4% | Added |
| Wright Investors Service Inc | 31,097 | $5.41M | 1.55% | +3,204+11.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,148 | $5.41M | 0.29% | +16,250+109.1% | Added |
| Siemens Fonds Invest GmbH | 31,234 | $5.43M | 0.54% | −1,284−3.9% | Reduced |
| Agf Management Ltd | 31,268 | $5.44M | 0.04% | +31,268 | New |
| Columbia Asset Management | 31,398 | $5.46M | 1.34% | +1,631+5.5% | Added |
| E. Ohman J:or Asset Management AB | 31,411 | $5.46M | 0.24% | −600−1.9% | Reduced |
| Woodstock Corp | 31,591 | $5.49M | 0.73% | +275+0.9% | Added |
| Murphy Pohlad Asset Management LLC | 31,749 | $5.52M | 2.26% | +1,125+3.7% | Added |
| Empowered Funds, LLC | 31,760 | $5.52M | 0.36% | +31,760 | New |
| Motco | 31,870 | $5.54M | 0.41% | −934−2.8% | Reduced |
| TrinityPoint Wealth, LLC | 32,123 | $5.58M | 1.27% | +726+2.3% | Added |
| Martin Capital Partners, LLC | 32,276 | $5.61M | 2.32% | +698+2.2% | Added |
| Semmax Financial Advisors Inc. | 31,454 | $5.63M | 2.24% | +658+2.1% | Added |
| Icon Wealth Advisors, LLC | 32,531 | $5.66M | 0.65% | +223+0.7% | Added |
| Brookfield Asset Management Inc. | 32,673 | $5.68M | 0.02% | +32,673 | New |
| Boston Research & Management Inc | 32,678 | $5.68M | 1.76% | −315−1.0% | Reduced |
| Advisory Services Network, LLC | 32,814 | $5.70M | 0.17% | +1,247+4.0% | Added |
| North Star Investment Management Corp. | 32,837 | $5.71M | 0.51% | +67+0.2% | Added |
| Amica Mutual Insurance Co | 32,966 | $5.73M | 0.72% | 00.0% | Unchanged |
| National Asset Management, Inc. | 33,026 | $5.74M | 0.16% | +1,852+5.9% | Added |
| Prospera Financial Services Inc | 33,109 | $5.76M | 0.29% | −11,449−25.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,308 | $5.79M | 0.05% | −155,435−82.4% | Reduced |
| True Signal LP | 33,351 | $5.80M | 4.37% | +33,351 | New |
| Atlantic Union Bankshares Corp | 33,404 | $5.81M | 0.62% | −1,789−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 33,427 | $5.81M | 0.08% | +5,518+19.8% | Added |
| Iams Wealth Management, LLC | 33,494 | $5.82M | 5.93% | +33,494 | New |
| Baxter Bros Inc | 33,592 | $5.84M | 0.96% | +534+1.6% | Added |
| Good Life Advisors, LLC | 33,663 | $5.85M | 0.81% | −389−1.1% | Reduced |
| Birch Capital Management, LLC | 33,807 | $5.88M | 4.04% | −1,822−5.1% | Reduced |
| JustInvest LLC | 33,874 | $5.89M | 0.24% | −10,867−24.3% | Reduced |
| Boenning & Scattergood, Inc. | 27,490 | $5.90M | 0.95% | −458−1.6% | Reduced |
| Griffin Asset Management, Inc. | 34,077 | $5.92M | 0.89% | +2,441+7.7% | Added |
| Dorsey & Whitney Trust CO LLC | 34,103 | $5.93M | 0.58% | −1,098−3.1% | Reduced |
| Kesler, Norman & Wride, LLC | 34,204 | $5.95M | 1.53% | +3,908+12.9% | Added |
| PDS Planning, Inc | 34,236 | $5.95M | 0.95% | +32+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 34,307 | $5.96M | 0.07% | +3,234+10.4% | Added |
| Pallas Capital Advisors LLC | 33,558 | $5.98M | 0.61% | +764+2.3% | Added |
| Integrated Wealth Concepts LLC | 34,488 | $6.00M | 0.16% | +19,297+127.0% | Added |
| New Mexico Educational Retirement Board | 34,862 | $6.06M | 0.33% | −2,700−7.2% | Reduced |
| Wambolt & Associates, LLC | 35,187 | $6.12M | 2.35% | +160.0% | Added |
| Rowland & Co Investment Counsel | 35,001 | $6.13M | 1.52% | −44−0.1% | Reduced |
| Cetera Advisors LLC | 35,296 | $6.14M | 0.11% | −2,497−6.6% | Reduced |
| Farmers & Merchants Investments Inc | 35,329 | $6.14M | 0.25% | −405−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 35,408 | $6.16M | 0.15% | +15,135+74.7% | Added |
| Bard Financial Services, Inc. | 35,450 | $6.16M | 0.52% | +250+0.7% | Added |
| Banque Cantonale Vaudoise | 35,490 | $6.17M | 0.32% | +8,050+29.3% | Added |
| tru Independence LLC | 35,591 | $6.19M | 2.01% | +299+0.8% | Added |
| Laurel Wealth Advisors, Inc. | 35,813 | $6.23M | 0.61% | −610−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 35,867 | $6.24M | 0.10% | +692+2.0% | Added |
| Dean Investment Associates, LLC | 35,914 | $6.24M | 1.06% | +8,217+29.7% | Added |
| O'Shaughnessy Asset Management, LLC | 36,360 | $6.32M | 0.10% | −3,644−9.1% | Reduced |
| Money Concepts Capital Corp | 36,561 | $6.36M | 0.28% | +34,503+1,676.5% | Added |
| GQG Partners LLC | 36,612 | $6.36M | 0.02% | +8,748+31.4% | Added |
| Davy Global Fund Management Ltd | 36,790 | $6.40M | 1.31% | −830−2.2% | Reduced |
| EagleClaw Capital Managment, LLC | 36,940 | $6.42M | 1.55% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 37,073 | $6.44M | 3.69% | +225+0.6% | Added |
| Naples Global Advisors, LLC | 37,272 | $6.48M | 0.82% | +701+1.9% | Added |
| Wealthfront Advisers LLC | 37,707 | $6.55M | 0.03% | +6,773+21.9% | Added |
| Builder Investment Group Inc | 37,779 | $6.57M | 3.12% | +37,779 | New |