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
- 2,237
- +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
- 956 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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 166 | $29.0K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 165 | $29.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 171 | $29.7K | 0.01% | −106−38.3% | Reduced |
| Front Row Advisors LLC | 175 | $30.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 176 | $30.6K | 0.01% | +176 | New |
| Winch Advisory Services, LLC | 181 | $31.0K | 0.01% | +1+0.6% | Added |
| Johnson Midwest Financial, LLC | 185 | $32.0K | 0.12% | +53+40.2% | Added |
| Guardian Wealth Management, Inc. | 186 | $32.3K | 0.03% | +2+1.1% | Added |
| Ten Capital Wealth Advisors, LLC | 192 | $33.4K | 0.01% | −2−1.0% | Reduced |
| Simplex Trading, LLC | 200 | $34.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 197 | $34.2K | 0.02% | +197 | New |
| First Community Trust NA | 199 | $35.0K | 0.04% | +79+65.8% | Added |
| Gould Capital, LLC | 216 | $37.5K | 0.03% | −11−4.8% | Reduced |
| Piscataqua Savings Bank | 218 | $37.9K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 222 | $38.6K | 0.01% | −23−9.4% | Reduced |
| Coastal Capital Group, Inc. | 240 | $38.7K | 0.01% | +1+0.4% | Added |
| WFA of San Diego, LLC | 223 | $38.8K | 0.03% | +223 | New |
| M&R Capital Management Inc | 226 | $39.3K | 0.01% | +9+4.1% | Added |
| GoalVest Advisory LLC | 234 | $40.7K | 0.03% | −50−17.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 237 | $41.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 238 | $41.4K | 0.01% | +5+2.1% | Added |
| QVR LLC | 240 | $41.7K | 0.06% | +240 | New |
| Heritage Wealth Management, LLC | 242 | $42.1K | 0.01% | +135+126.2% | Added |
| Cornerstone Planning Group LLC | 242 | $42.6K | 0.02% | +242 | New |
| Rational Advisors LLC | 246 | $42.8K | 0.00% | +7+2.9% | Added |
| Capital Directions Investment Advisors, LLC | 253 | $44.0K | 0.02% | +253 | Added |
| Disciplined Investments, LLC | 256 | $44.4K | 0.02% | +6+2.4% | Added |
| BDO Wealth Advisors, LLC | 266 | $46.2K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 279 | $48.5K | 0.05% | −6−2.1% | Reduced |
| One Wealth Advisors, LLC | 279 | $48.5K | 0.01% | +279 | New |
| Caldwell Sutter Capital, Inc. | 280 | $48.7K | 0.04% | +280 | New |
| Fiduciary Alliance LLC | 282 | $49.0K | 0.01% | +282 | New |
| First Financial Corp | 284 | $49.4K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 284 | $49.4K | 0.03% | +3+1.1% | Added |
| Financial Perspectives, Inc | 293 | $50.9K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $52.0K | 0.00% | −200−40.0% | Reduced |
| Cowen Prime Advisors LLC | 300 | $52.0K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 300 | $52.2K | 0.04% | −12−3.8% | Reduced |
| Private Ocean, LLC | 310 | $53.7K | 0.01% | −698−69.2% | Reduced |
| Retirement Financial Solutions, LLC | 335 | $58.2K | 0.05% | +335 | New |
| Earnest Partners LLC | 338 | $58.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 338 | $58.8K | 0.01% | +62+22.5% | Added |
| Blume Capital Management, Inc. | 345 | $60.0K | 0.02% | −15−4.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 345 | $60.1K | 0.05% | +345 | New |
| Operose Advisors LLC | 367 | $63.8K | 0.03% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 368 | $64.0K | 0.09% | +368 | New |
| Psagot Value Holdings Ltd. / (Israel) | 370 | $64.0K | 0.02% | −365−49.7% | Reduced |
| Column Capital Advisors, LLC | 375 | $65.2K | 0.01% | −56−13.0% | Reduced |
| Macroview Investment Management LLC | 384 | $66.8K | 0.11% | 00.0% | Unchanged |
| Schubert & Co | 391 | $68.0K | 0.06% | +2+0.5% | Added |
| First Personal Financial Services | 396 | $68.8K | 0.02% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $69.5K | 0.06% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 400 | $69.5K | 0.04% | +400 | New |
| Essex Investment Management Co LLC | 439 | $76.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 450 | $78.2K | 0.04% | +450 | New |
| Hanson & Doremus Investment Management | 456 | $79.0K | 0.02% | −265−36.8% | Reduced |
| Carolinas Wealth Consulting LLC | 460 | $79.9K | 0.02% | +80+21.1% | Added |
| Tyler-Stone Wealth Management | 464 | $81.0K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 472 | $82.1K | 0.02% | −447−48.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 475 | $83.0K | 0.00% | −67−12.4% | Reduced |
| TD Capital Management LLC | 482 | $83.7K | 0.01% | +4+0.8% | Added |
| Cassady Schiller Wealth Management, LLC | 491 | $85.3K | 0.05% | +491 | New |
| Beaird Harris Wealth Management, LLC | 498 | $86.6K | 0.02% | +53+11.9% | Added |
| Norwood Financial Corp | 500 | $86.9K | 0.14% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 500 | $87.0K | 0.04% | 00.0% | Unchanged |
| Tacita Capital Inc | 505 | $88.0K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 510 | $88.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 522 | $90.7K | 0.07% | +140+36.6% | Added |
| Atlas Capital Advisors LLC | 524 | $91.1K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 524 | $91.1K | 0.04% | +524 | New |
| Canton Hathaway, LLC | 530 | $92.0K | 0.03% | 00.0% | Unchanged |
| EWG Elevate Inc. | 536 | $93.2K | 0.05% | +536 | New |
| MinichMacGregor Wealth Management, LLC | 540 | $94.0K | 0.03% | +540 | New |
| JNBA Financial Advisors | 544 | $94.6K | 0.01% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 549 | $95.4K | 0.04% | +549 | New |
| TFC Financial Management | 571 | $99.3K | 0.03% | +4+0.7% | Added |
| MCF Advisors LLC | 572 | $99.4K | 0.01% | −125−17.9% | Reduced |
| General Partner, Inc. | 576 | $100.1K | 0.09% | +576 | New |
| First Command Bank | 591 | $103.0K | 0.01% | −92−13.5% | Reduced |
| First Command Financial Services, Inc. | 591 | $103.0K | 0.01% | −92−13.5% | Reduced |
| Rock Creek Group, LP | 596 | $103.6K | 0.01% | −160−21.2% | Reduced |
| Highlander Capital Management, LLC | 600 | $104.0K | 0.05% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 597 | $105.0K | 0.08% | +151+33.9% | Added |
| Raffa Wealth Management, LLC | 636 | $110.6K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 640 | $111.3K | 0.03% | −15−2.3% | Reduced |
| TSFG, LLC | 665 | $116.0K | 0.05% | +221+49.8% | Added |
| Atlantic Trust, LLC | 672 | $117.0K | 0.04% | +2+0.3% | Added |
| Missouri Trust & Investment Co | 685 | $119.0K | 0.07% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 697 | $121.2K | 0.09% | +2+0.3% | Added |
| Ellevest, Inc. | 709 | $123.2K | 0.01% | +2+0.3% | Added |
| JJJ Advisors Inc. | 689 | $126.1K | 0.04% | +74+12.0% | Added |
| Addison Advisors LLC | 757 | $131.6K | 0.08% | +55+7.8% | Added |
| Toth Financial Advisory Corp | 767 | $133.4K | 0.02% | +11+1.5% | Added |
| Leelyn Smith, LLC | 768 | $133.5K | 0.04% | +407+112.7% | Added |
| U S Global Investors Inc | 798 | $138.7K | 0.01% | −21−2.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 803 | $140.0K | 0.12% | +3+0.4% | Added |
| Hillsdale Investment Management Inc. | 814 | $141.5K | 0.01% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 818 | $142.2K | 0.09% | +818 | New |
| CNB Bank | 825 | $143.4K | 0.09% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 827 | $143.8K | 0.07% | −300−26.6% | Reduced |