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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 84,355 | $14.7M | 0.14% | −52−0.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 85,071 | $14.8M | 3.24% | +2,868+3.5% | Added |
| Brinker Capital Investments, LLC | 85,250 | $14.8M | 0.30% | −2,140−2.4% | Reduced |
| Czech National Bank | 85,417 | $14.8M | 0.39% | +346+0.4% | Added |
| Mayflower Financial Advisors, LLC | 85,687 | $14.9M | 2.07% | −62−0.1% | Reduced |
| Armstrong Advisory Group, Inc | 85,702 | $14.9M | 1.96% | +85,702 | New |
| CIBC World Markets Corp | 85,802 | $14.9M | 0.10% | +74,697+672.6% | Added |
| Iowa State Bank | 86,175 | $15.0M | 3.76% | +1,052+1.2% | Added |
| Blue Chip Partners, Inc. | 86,589 | $15.1M | 1.87% | +2,327+2.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 86,975 | $15.1M | 2.40% | +1,801+2.1% | Added |
| Charter Trust Co | 87,038 | $15.1M | 1.21% | +170.0% | Added |
| Cornerstone Advisors, LLC | 88,000 | $15.3M | 0.76% | 00.0% | Unchanged |
| Commerce Bank | 88,664 | $15.4M | 0.13% | +759+0.9% | Added |
| Greatmark Investment Partners, Inc. | 89,334 | $15.5M | 2.84% | −2,406−2.6% | Reduced |
| AE Wealth Management LLC | 89,514 | $15.6M | 0.11% | +772+0.9% | Added |
| Pinnacle Associates Ltd | 89,619 | $15.6M | 0.34% | −1,674−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 117,827 | $15.6M | 0.05% | −4,207−3.4% | Reduced |
| Public Sector Pension Investment Board | 90,737 | $15.8M | 0.13% | +12,262+15.6% | Added |
| Unigestion Holding SA | 89,870 | $15.8M | 0.84% | +950+1.1% | Added |
| Huntington National Bank | 91,144 | $15.8M | 0.17% | +2,474+2.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,241 | $15.9M | 0.23% | −88,504−49.2% | Reduced |
| Harvest Portfolios Group Inc. | 91,353 | $15.9M | 0.91% | +91,353 | New |
| Texas Yale Capital Corp. | 91,521 | $15.9M | 0.91% | −235−0.3% | Reduced |
| Southern Capital Advisors, LLC | 91,679 | $15.9M | 12.33% | −79−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 91,773 | $16.0M | 2.82% | +91,773 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 91,894 | $16.0M | 1.23% | +1,068+1.2% | Added |
| Achmea Investment Management B.V. | 98,535 | $16.1M | 0.54% | −5,767−5.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92,849 | $16.1M | 0.32% | −320.0% | Reduced |
| Bartlett & Co. LLC | 92,849 | $16.1M | 0.32% | −320.0% | Reduced |
| ProShare Advisors LLC | 93,623 | $16.3M | 0.06% | +396+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 94,734 | $16.5M | 0.43% | +94,734 | New |
| Osher Van de Voorde Investment Management | 96,155 | $16.7M | 4.31% | −350−0.4% | Reduced |
| PGGM Investments | 96,339 | $16.7M | 0.29% | −6,112−6.0% | Reduced |
| International Assets Investment Management, LLC | 96,557 | $16.8M | 1.74% | +96,557 | New |
| Zevin Asset Management LLC | 97,563 | $17.0M | 3.68% | +313+0.3% | Added |
| Investment House LLC | 97,740 | $17.0M | 1.59% | +4,359+4.7% | Added |
| Godsey & Gibb Associates | 98,301 | $17.1M | 3.24% | +98,301 | New |
| Atria Investments LLC | 99,396 | $17.3M | 0.35% | +3,266+3.4% | Added |
| Grimes & Company, Inc. | 101,194 | $17.6M | 0.74% | +2,951+3.0% | Added |
| CIBC World Markets Inc. | 101,299 | $17.6M | 0.07% | +8,073+8.7% | Added |
| MML Investors Services, LLC | 101,399 | $17.6M | 0.12% | −22,127−17.9% | Reduced |
| Virginia Retirement Systems Et Al | 101,800 | $17.7M | 0.18% | +1,700+1.7% | Added |
| Oakview Capital Management, L.P. | 102,389 | $17.8M | 7.61% | +3,767+3.8% | Added |
| Texas Permanent School Fund | 103,993 | $18.1M | 0.27% | +440+0.4% | Added |
| Mutual of America Capital Management LLC | 104,341 | $18.1M | 0.23% | +2,929+2.9% | Added |
| Financial Counselors Inc | 104,872 | $18.2M | 0.41% | +1,403+1.4% | Added |
| Stewart & Patten Co LLC | 105,086 | $18.3M | 3.18% | +273+0.3% | Added |
| Everett Harris & Co | 106,397 | $18.5M | 0.32% | −3,436−3.1% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $18.5M | 0.67% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 106,758 | $18.6M | 0.84% | −1,470−1.4% | Reduced |
| Marco Investment Management LLC | 107,764 | $18.7M | 2.19% | −885−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 109,045 | $19.0M | 0.55% | −26,248−19.4% | Reduced |
| State of Alaska, Department of Revenue | 109,396 | $19.0M | 0.24% | −16,243−12.9% | Reduced |
| Marcum Wealth, LLC | 113,177 | $19.7M | 2.61% | −2,142−1.9% | Reduced |
| Wade G W & Inc | 113,851 | $19.8M | 0.81% | +1,281+1.1% | Added |
| Jennison Associates LLC | 114,263 | $19.9M | 0.02% | −1,594−1.4% | Reduced |
| New York Life Investment Management LLC | 114,765 | $20.0M | 0.23% | −387−0.3% | Reduced |
| Capula Management Ltd | 116,159 | $20.2M | 2.09% | +51,889+80.7% | Added |
| Yousif Capital Management, LLC | 116,169 | $20.2M | 0.27% | +4,337+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 116,962 | $20.3M | 0.11% | +7,134+6.5% | Added |
| Lazard Asset Management LLC | 117,623 | $20.4M | 0.03% | +9,694+9.0% | Added |
| Oregon Public Employees Retirement Fund | 117,837 | $20.5M | 0.26% | −8,139−6.5% | Reduced |
| Axxcess Wealth Management, LLC | 118,789 | $20.7M | 1.70% | −415−0.3% | Reduced |
| Washington Trust Advisors, Inc. | 119,366 | $20.8M | 2.27% | −1,926−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 122,225 | $21.2M | 0.12% | −1,304−1.1% | Reduced |
| Synovus Financial Corp | 122,236 | $21.2M | 0.24% | +741+0.6% | Added |
| Gulf International Bank (UK) Ltd | 122,480 | $21.3M | 0.37% | +130+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 123,365 | $21.4M | 0.18% | +16,317+15.2% | Added |
| Saturna Capital CORP | 124,141 | $21.6M | 0.46% | +29,599+31.3% | Added |
| First Long Island Investors, LLC | 124,293 | $21.6M | 2.27% | +392+0.3% | Added |
| IFM Investors Pty Ltd | 125,038 | $21.7M | 0.37% | +700+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 125,303 | $21.8M | 0.58% | +3,014+2.5% | Added |
| RSM US Wealth Management LLC | 125,720 | $21.9M | 1.08% | +600.0% | Added |
| Schwartz Investment Counsel Inc | 126,482 | $22.0M | 1.00% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 126,809 | $22.0M | 0.88% | +5,877+4.9% | Added |
| Stock Yards Bank & Trust Co | 127,534 | $22.2M | 0.87% | −3,161−2.4% | Reduced |
| Stephens Inc | 128,855 | $22.4M | 0.46% | +14,736+12.9% | Added |
| Kestra Advisory Services, LLC | 129,235 | $22.5M | 0.20% | −22,157−14.6% | Reduced |
| Utah Retirement Systems | 130,618 | $22.7M | 0.36% | −1,200−0.9% | Reduced |
| Scotia Capital Inc. | 133,045 | $23.1M | 0.18% | −15,482−10.4% | Reduced |
| Professional Advisory Services Inc | 133,882 | $23.3M | 3.79% | −478−0.4% | Reduced |
| Westpac Banking Corp | 136,384 | $23.7M | 0.35% | −7,672−5.3% | Reduced |
| Donald L. Hagan, LLC | 136,591 | $23.7M | 14.94% | +6,591+5.1% | Added |
| Parsec Financial Management, Inc. | 140,054 | $24.3M | 1.08% | −2,261−1.6% | Reduced |
| CIBC Asset Management Inc | 141,432 | $24.6M | 0.10% | −1,371−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 142,674 | $24.8M | 1.48% | −2,622−1.8% | Reduced |
| Clarkston Capital Partners, LLC | 143,120 | $24.9M | 0.47% | +1,221+0.9% | Added |
| Waters Parkerson & Co., LLC | 143,822 | $25.0M | 1.50% | −1,705−1.2% | Reduced |
| Comerica Bank | 140,496 | $25.1M | 0.20% | −1,782−1.3% | Reduced |
| Payden & Rygel | 145,110 | $25.2M | 1.34% | −1,190−0.8% | Reduced |
| Deprince Race & Zollo Inc | 145,526 | $25.3M | 0.58% | +15,155+11.6% | Added |
| United Capital Financial Advisers, LLC | 145,823 | $25.3M | 0.14% | −36,130−19.9% | Reduced |
| Factory Mutual Insurance Co | 147,300 | $25.6M | 0.39% | −26,700−15.3% | Reduced |
| National Bank of Canada | 148,335 | $25.8M | 0.07% | +26,731+22.0% | Added |
| Calamos Advisors LLC | 148,197 | $25.8M | 0.12% | −26,159−15.0% | Reduced |
| Capital Investment Advisors, LLC | 150,360 | $26.1M | 0.79% | +1,747+1.2% | Added |
| Manning & Napier Group, LLC | 150,544 | $26.2M | 0.32% | −7,624−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,608 | $26.2M | 0.07% | +17,625+13.3% | Added |
| Swiss Life Asset Management Ltd | 151,584 | $26.4M | 0.44% | +562+0.4% | Added |
| KCM Investment Advisors LLC | 157,799 | $27.4M | 1.18% | +323+0.2% | Added |