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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 56,655 | $9.85M | 0.34% | +1,495+2.7% | Added |
| First National Trust Co | 56,664 | $9.85M | 0.52% | +297+0.5% | Added |
| Hamel Associates, Inc. | 56,929 | $9.90M | 3.44% | +845+1.5% | Added |
| Crossmark Global Holdings, Inc. | 57,231 | $9.95M | 0.25% | +3,641+6.8% | Added |
| TownSquare Capital, LLC | 57,502 | $10.0M | 0.25% | +8,572+17.5% | Added |
| Mastrapasqua Asset Management Inc | 57,539 | $10.0M | 1.32% | +2,209+4.0% | Added |
| Kentucky Retirement Systems | 57,539 | $10.0M | 0.39% | +251+0.4% | Added |
| Maryland State Retirement & Pension System | 57,856 | $10.1M | 0.29% | +57,856 | New |
| NewEdge Wealth, LLC | 59,030 | $10.3M | 0.44% | +3,080+5.5% | Added |
| Congress Wealth Management LLC | 59,220 | $10.3M | 0.26% | +955+1.6% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $10.3M | 0.00% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 59,597 | $10.4M | 1.17% | +959+1.6% | Added |
| Gilbert & Cook, Inc. | 59,607 | $10.4M | 1.89% | −100.0% | Reduced |
| Gotham Asset Management, LLC | 59,615 | $10.4M | 0.29% | +12,370+26.2% | Added |
| Ameritas Advisory Services, LLC | 59,725 | $10.4M | 0.48% | +642+1.1% | Added |
| Securian Asset Management, Inc | 60,026 | $10.4M | 0.29% | −758−1.2% | Reduced |
| Stonegate Investment Group, LLC | 60,140 | $10.5M | 0.45% | −1,564−2.5% | Reduced |
| Bokf, NA | 60,171 | $10.5M | 0.19% | +688+1.2% | Added |
| Galvin, Gaustad & Stein, LLC | 60,302 | $10.5M | 1.06% | −3,919−6.1% | Reduced |
| Kestra Private Wealth Services, LLC | 60,311 | $10.5M | 0.53% | +5,164+9.4% | Added |
| Sigma Investment Counselors Inc | 60,469 | $10.5M | 0.86% | −200−0.3% | Reduced |
| FDx Advisors, Inc. | 60,472 | $10.5M | 0.46% | +3,235+5.7% | Added |
| Romano Brothers and Company | 60,555 | $10.5M | 1.60% | +101+0.2% | Added |
| Isthmus Partners, LLC | 60,780 | $10.6M | 1.59% | −2,350−3.7% | Reduced |
| LVM Capital Management Ltd | 60,838 | $10.6M | 1.53% | +3,080+5.3% | Added |
| Captrust Financial Advisors | 61,186 | $10.6M | 0.05% | +1,560+2.6% | Added |
| Congress Asset Management Co | 61,491 | $10.7M | 0.11% | +953+1.6% | Added |
| Wesbanco Bank Inc | 61,506 | $10.7M | 0.48% | +48,314+366.2% | Added |
| Vestmark Advisory Solutions, Inc. | 61,507 | $10.7M | 0.52% | +285+0.5% | Added |
| Trexquant Investment LP | 61,521 | $10.7M | 0.30% | +38,941+172.5% | Added |
| ARGI Investment Services, LLC | 61,528 | $10.7M | 0.34% | −782−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 61,857 | $10.8M | 0.18% | +178+0.3% | Added |
| Wilkins Investment Counsel Inc | 62,087 | $10.8M | 2.84% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 62,372 | $10.8M | 3.08% | −411−0.7% | Reduced |
| Rafferty Asset Management, LLC | 62,669 | $10.9M | 0.09% | +26,349+72.5% | Added |
| Lynch & Associates | 62,768 | $10.9M | 2.85% | +87+0.1% | Added |
| United Bank | 62,905 | $10.9M | 1.53% | +7,832+14.2% | Added |
| CCM Investment Advisers LLC | 62,972 | $10.9M | 1.74% | −8,336−11.7% | Reduced |
| Biechele Royce Advisors | 63,177 | $11.0M | 4.48% | +5,155+8.9% | Added |
| Capital Management Corp | 63,550 | $11.0M | 2.72% | +8,278+15.0% | Added |
| SYSTM Wealth Solutions LLC | 64,270 | $11.2M | 1.39% | +64,270 | New |
| CapWealth Advisors, LLC | 64,327 | $11.2M | 1.31% | +885+1.4% | Added |
| British Columbia Investment Management Corp | 64,893 | $11.3M | 0.12% | −7,889−10.8% | Reduced |
| 9258 Wealth Management, LLC | 64,947 | $11.3M | 2.44% | +280.0% | Added |
| Linscomb & Williams, Inc. | 65,096 | $11.3M | 0.57% | +3,025+4.9% | Added |
| Peapack Gladstone Financial Corp | 65,142 | $11.3M | 0.22% | +1,426+2.2% | Added |
| Thompson Siegel & Walmsley LLC | 65,197 | $11.3M | 0.18% | +22,050+51.1% | Added |
| First National Bank of Omaha | 65,232 | $11.3M | 0.70% | −2,205−3.3% | Reduced |
| Cetera Investment Advisers | 65,436 | $11.4M | 0.11% | +20,960+47.1% | Added |
| Lockheed Martin Investment Management Co | 65,746 | $11.4M | 0.76% | +100+0.2% | Added |
| Bank of Nova Scotia | 65,923 | $11.5M | 0.03% | +34+0.1% | Added |
| Formuepleje A/S | 65,968 | $11.5M | 0.97% | +33,466+103.0% | Added |
| Assenagon Asset Management S.A. | 66,181 | $11.5M | 0.05% | −21,615−24.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 66,246 | $11.5M | 1.39% | +529+0.8% | Added |
| Segall Bryant & Hamill, LLC | 66,545 | $11.6M | 0.13% | −153−0.2% | Reduced |
| Colony Group LLC | 66,571 | $11.6M | 0.16% | +6,783+11.3% | Added |
| Alberta Investment Management Corp | 66,996 | $11.6M | 0.10% | −27,800−29.3% | Reduced |
| Logan Capital Management Inc | 67,011 | $11.6M | 0.60% | −143−0.2% | Reduced |
| Stillwater Capital Advisors, LLC | 69,279 | $12.0M | 2.54% | −772−1.1% | Reduced |
| Sowell Financial Services LLC | 69,397 | $12.1M | 0.78% | +2,358+3.5% | Added |
| J.W. Cole Advisors, Inc. | 69,418 | $12.1M | 0.93% | +1,347+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 69,544 | $12.1M | 0.04% | +2,173+3.2% | Added |
| Teachers Retirement System of the State of Kentucky | 69,652 | $12.1M | 0.13% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 69,670 | $12.1M | 0.02% | +1,961+2.9% | Added |
| TCTC Holdings, LLC | 70,369 | $12.2M | 0.50% | −649−0.9% | Reduced |
| FIL Ltd | 71,197 | $12.4M | 0.01% | +14,321+25.2% | Added |
| Guyasuta Investment Advisors Inc | 71,876 | $12.5M | 0.99% | +117+0.2% | Added |
| Prudential PLC | 72,019 | $12.5M | 0.16% | +13,325+22.7% | Added |
| 1832 Asset Management L.P. | 72,227 | $12.6M | 0.03% | +4,627+6.8% | Added |
| Hendershot Investments Inc. | 73,060 | $12.7M | 2.14% | +2,788+4.0% | Added |
| Stack Financial Management, Inc | 73,083 | $12.7M | 1.28% | +352+0.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,618 | $12.8M | 0.26% | −38,121−34.1% | Reduced |
| Independent Advisor Alliance | 73,726 | $12.8M | 1.57% | −6,081−7.6% | Reduced |
| Welch & Forbes LLC | 73,799 | $12.8M | 0.23% | +1,502+2.1% | Added |
| Telos Capital Management, Inc. | 73,876 | $12.8M | 1.87% | +4,905+7.1% | Added |
| Lathrop Investment Management Corp | 74,326 | $12.9M | 2.86% | +327+0.4% | Added |
| Abner Herrman & Brock LLC | 76,759 | $13.3M | 2.05% | +410+0.5% | Added |
| StrategIQ Financial Group, LLC | 77,009 | $13.4M | 1.55% | +14,057+22.3% | Added |
| LGT Group Foundation | 77,193 | $13.4M | 0.42% | −13,315−14.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 77,703 | $13.5M | 0.30% | −250−0.3% | Reduced |
| Addenda Capital Inc. | 78,011 | $13.6M | 0.59% | −1,049−1.3% | Reduced |
| Jacobs & Co | 78,517 | $13.6M | 1.78% | +117+0.1% | Added |
| Mackenzie Financial Corp | 78,551 | $13.7M | 0.02% | +5,611+7.7% | Added |
| Adviser Investments LLC | 75,063 | $13.7M | 0.34% | −69−0.1% | Reduced |
| Cantor Fitzgerald, L. P. | 79,308 | $13.8M | 0.30% | −3,474−4.2% | Reduced |
| Willis Investment Counsel | 79,518 | $13.8M | 0.88% | +533+0.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 80,000 | $13.9M | 0.21% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 80,067 | $13.9M | 0.27% | +8,914+12.5% | Added |
| Miramar Capital, LLC | 81,463 | $14.2M | 3.71% | +727+0.9% | Added |
| Fisher Asset Management, LLC | 81,523 | $14.2M | 0.01% | +5,087+6.7% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $14.2M | 5.60% | −70.0% | Reduced |
| Kornitzer Capital Management Inc | 82,402 | $14.3M | 0.29% | +1,174+1.4% | Added |
| Heritage Investors Management Corp | 82,403 | $14.3M | 0.65% | +605+0.7% | Added |
| Mayar Capital Ltd. | 82,794 | $14.4M | 12.45% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 82,922 | $14.4M | 1.37% | −5,131−5.8% | Reduced |
| TD Waterhouse Canada Inc. | 77,455 | $14.5M | 0.16% | +620+0.8% | Added |
| Richard C. Young & CO., LTD. | 83,390 | $14.5M | 1.93% | +446+0.5% | Added |
| Verity & Verity, LLC | 83,669 | $14.5M | 1.90% | +3,125+3.9% | Added |
| Gradient Investments LLC | 83,968 | $14.6M | 0.46% | +5,938+7.6% | Added |
| HBK Sorce Advisory LLC | 83,970 | $14.6M | 0.39% | +39,097+87.1% | Added |