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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 37,862 | $6.58M | 0.24% | −4,398−10.4% | Reduced |
| Bank of New Hampshire | 37,890 | $6.59M | 1.98% | 00.0% | Unchanged |
| Albion Financial Group | 37,931 | $6.59M | 0.64% | +78+0.2% | Added |
| Red Door Wealth Management, LLC | 38,457 | $6.69M | 2.20% | +2,132+5.9% | Added |
| HB Wealth Management, LLC | 38,526 | $6.70M | 0.12% | +17,807+85.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,968 | $6.77M | 0.32% | +5,025+14.8% | Added |
| Whittier Trust Co | 39,107 | $6.80M | 0.13% | +238+0.6% | Added |
| Borer Denton & Associates, Inc. | 39,249 | $6.82M | 3.02% | +500+1.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 39,250 | $6.82M | 4.33% | +505+1.3% | Added |
| Tompkins Financial Corp | 39,391 | $6.85M | 1.08% | −858−2.1% | Reduced |
| Sky Investment Group LLC | 39,407 | $6.85M | 1.62% | +279+0.7% | Added |
| Kingsview Wealth Management, LLC | 39,523 | $6.87M | 0.30% | +1,388+3.6% | Added |
| Hennessy Advisors Inc | 39,600 | $6.88M | 0.45% | −1,300−3.2% | Reduced |
| Greenwood Capital Associates LLC | 39,713 | $6.90M | 1.13% | −239−0.6% | Reduced |
| CMG Global Holdings, LLC | 39,730 | $6.91M | 6.55% | +30+0.1% | Added |
| Toroso Investments, LLC | 39,764 | $6.91M | 0.27% | +10,673+36.7% | Added |
| Mattern Capital Management, LLC | 39,773 | $6.91M | 1.28% | +755+1.9% | Added |
| Advocate Group LLC | 40,067 | $6.97M | 1.50% | +3,459+9.4% | Added |
| Seeyond | 40,131 | $6.98M | 0.67% | +6,955+21.0% | Added |
| Riverview Capital Advisers, LLC | 40,235 | $6.99M | 3.76% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 40,313 | $7.01M | 0.26% | +27,016+203.2% | Added |
| Garland Capital Management Inc | 40,436 | $7.03M | 4.58% | +736+1.9% | Added |
| Ironwood Investment Counsel, LLC | 40,484 | $7.04M | 1.71% | +214+0.5% | Added |
| Inlet Private Wealth, LLC | 40,753 | $7.08M | 1.87% | +6,659+19.5% | Added |
| Sand Hill Global Advisors, LLC | 41,470 | $7.21M | 0.41% | +675+1.7% | Added |
| Keystone Financial Planning, Inc. | 41,521 | $7.22M | 2.43% | +197+0.5% | Added |
| Massmutual Trust Co FSB | 42,035 | $7.31M | 0.30% | +139+0.3% | Added |
| Metropolitan Life Insurance Co | 42,212 | $7.34M | 0.33% | −694−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 42,699 | $7.42M | 0.19% | −3,048−6.7% | Reduced |
| Motley Fool Wealth Management, LLC | 42,957 | $7.46M | 0.52% | +1,599+3.9% | Added |
| Glenview Trust Co | 42,999 | $7.47M | 0.25% | +1,238+3.0% | Added |
| Sigma Planning Corp | 43,047 | $7.48M | 0.27% | +12,184+39.5% | Added |
| Boston Common Asset Management, LLC | 43,212 | $7.51M | 0.36% | +2,508+6.2% | Added |
| Natixis | 43,330 | $7.53M | 0.04% | −27,338−38.7% | Reduced |
| MainStreet Investment Advisors LLC | 43,521 | $7.57M | 0.84% | −1,635−3.6% | Reduced |
| Live Oak Private Wealth LLC | 43,618 | $7.58M | 1.57% | +1,522+3.6% | Added |
| Headinvest, LLC | 43,676 | $7.59M | 1.70% | −712−1.6% | Reduced |
| Waterfront Wealth Inc. | 41,753 | $7.60M | 2.61% | +100.0% | Added |
| Tredje AP-fonden | 43,963 | $7.64M | 0.13% | −61,662−58.4% | Reduced |
| Pathstone Family Office, LLC | 56,181 | $7.69M | 0.15% | +13,945+33.0% | Added |
| Evercore Wealth Management, LLC | 44,314 | $7.70M | 0.16% | +3,073+7.5% | Added |
| Spinnaker Trust | 44,520 | $7.74M | 0.60% | +981+2.3% | Added |
| Johnson Investment Counsel Inc | 44,658 | $7.76M | 0.11% | +2,887+6.9% | Added |
| ClariVest Asset Management LLC | 44,687 | $7.77M | 0.37% | −1,108−2.4% | Reduced |
| Beacon Pointe Advisors, LLC | 44,709 | $7.77M | 0.15% | −6,320−12.4% | Reduced |
| Beacon Financial Group | 44,444 | $7.78M | 1.06% | −168−0.4% | Reduced |
| Oppenheimer & Co Inc | 44,863 | $7.80M | 0.18% | −2,756−5.8% | Reduced |
| Chartwell Investment Partners, LLC | 44,928 | $7.81M | 0.31% | −779−1.7% | Reduced |
| Ibex Wealth Advisors | 45,176 | $7.85M | 1.77% | +2,654+6.2% | Added |
| GWM Advisors LLC | 249,857 | $7.92M | 0.21% | +13,647+5.8% | Added |
| Mark Stevens | 45,789 | $7.96M | 1.04% | −7,042−13.3% | Reduced |
| CWM, LLC | 45,959 | $7.99M | 0.06% | +28,494+163.1% | Added |
| XML Financial, LLC | 46,150 | $8.02M | 1.01% | +3,846+9.1% | Added |
| Visionary Wealth Advisors | 46,551 | $8.09M | 0.75% | +2,525+5.7% | Added |
| Tamar Securities, LLC | 46,645 | $8.11M | 2.57% | −514−1.1% | Reduced |
| Argent Trust Co | 46,785 | $8.13M | 0.54% | +2,671+6.1% | Added |
| Wealthcare Advisory Partners LLC | 47,163 | $8.20M | 0.39% | +820+1.8% | Added |
| Tufton Capital Management | 47,170 | $8.20M | 1.80% | −65−0.1% | Reduced |
| Louisiana State Employees Retirement System | 47,200 | $8.21M | 0.22% | +400+0.9% | Added |
| Norinchukin Bank, The | 48,004 | $8.35M | 0.18% | −13,196−21.6% | Reduced |
| Koshinski Asset Management, Inc. | 48,052 | $8.35M | 0.81% | +77+0.2% | Added |
| La Banque Postale Asset Management SA | 48,348 | $8.40M | 0.24% | +48,348 | New |
| Bell Bank | 48,570 | $8.44M | 0.98% | −4,315−8.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 48,618 | $8.45M | 0.20% | −10,700−18.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 49,851 | $8.67M | 2.09% | +699+1.4% | Added |
| Resources Management Corp | 49,954 | $8.68M | 1.37% | +680+1.4% | Added |
| Country Club Bank | 49,995 | $8.69M | 0.76% | +8,864+21.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 49,999 | $8.69M | 0.15% | −9,238−15.6% | Reduced |
| Olstein Capital Management, L.P. | 50,000 | $8.69M | 1.36% | 00.0% | Unchanged |
| Laurion Capital Management LP | 50,064 | $8.70M | 0.24% | +50,064 | New |
| Lowe Brockenbrough & Co Inc | 50,192 | $8.73M | 0.76% | +213+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 50,198 | $8.73M | 0.97% | −450−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 50,299 | $8.74M | 0.41% | −47−0.1% | Reduced |
| Intact Investment Management Inc. | 50,500 | $8.78M | 0.38% | +7,000+16.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,824 | $8.82M | 0.11% | +49,824 | New |
| Hendley & Co Inc | 50,750 | $8.82M | 3.92% | −80−0.2% | Reduced |
| Evergreen Capital Management LLC | 50,794 | $8.83M | 0.42% | +3,723+7.9% | Added |
| Northeast Investment Management | 51,298 | $8.92M | 0.57% | −803−1.5% | Reduced |
| Cullinan Associates Inc | 51,345 | $8.93M | 0.49% | −21,442−29.5% | Reduced |
| Executive Wealth Management, LLC | 51,560 | $8.96M | 1.10% | +43,049+505.8% | Added |
| Tower Bridge Advisors | 52,038 | $9.05M | 0.75% | +4,297+9.0% | Added |
| BancorpSouth Bank | 52,256 | $9.08M | 0.84% | −304−0.6% | Reduced |
| Venturi Wealth Management, LLC | 52,414 | $9.11M | 0.80% | −1,034−1.9% | Reduced |
| Andra AP-fonden | 52,800 | $9.18M | 0.28% | +700+1.3% | Added |
| Madison Asset Management, LLC | 52,813 | $9.18M | 0.14% | −50−0.1% | Reduced |
| Hartford Investment Management Co | 52,976 | $9.21M | 0.28% | −19,729−27.1% | Reduced |
| Citizens Financial Group Inc | 53,192 | $9.25M | 0.36% | −1,955−3.5% | Reduced |
| Signaturefd, LLC | 53,252 | $9.26M | 0.27% | +753+1.4% | Added |
| Anchor Investment Management, LLC | 53,427 | $9.29M | 1.33% | −148−0.3% | Reduced |
| Grace & White Inc | 53,690 | $9.33M | 1.85% | 00.0% | Unchanged |
| MAI Capital Management | 53,897 | $9.37M | 0.16% | −1,416−2.6% | Reduced |
| Lee Danner & Bass Inc | 54,514 | $9.48M | 0.89% | −1,067−1.9% | Reduced |
| Hantz Financial Services, Inc. | 54,637 | $9.50M | 0.29% | +591+1.1% | Added |
| Zenyatta Capital Management LP | 55,000 | $9.56M | 5.34% | +55,000 | New |
| Eagle Ridge Investment Management | 55,276 | $9.61M | 1.12% | −748−1.3% | Reduced |
| NFJ Investment Group, LLC | 55,497 | $9.65M | 0.25% | +55,497 | New |
| Daiwa Securities Group Inc. | 55,606 | $9.67M | 0.07% | +2,889+5.5% | Added |
| Vantage Investment Partners, LLC | 56,174 | $9.77M | 1.52% | +2,130+3.9% | Added |
| Janney Capital Management LLC | 56,311 | $9.79M | 0.70% | −3,051−5.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 56,463 | $9.82M | 2.72% | +8,251+17.1% | Added |