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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.

Institutional holdersQ4 2022: 2,236 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2022: $89.6B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Clare Market Investments LLC0$00.00%−1,500−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−1,500−100.0%Sold out
Bellecapital International Ltd.0$00.00%−1,491−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−1,470−100.0%Sold out
Standard Family Office LLC0$00.00%−1,434−100.0%Sold out
Aurora Private Wealth, Inc.0$00.00%−1,372−100.0%Sold out
Ionic Capital Management LLC0$00.00%−1,313−100.0%Sold out
Resource Consulting Group Inc0$00.00%−1,305−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−1,285−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−1,275−100.0%Sold out
Mma Asset Management LLC0$00.00%−1,271−100.0%Sold out
Tevis Investment Management0$00.00%−1,066−100.0%Sold out
New England Asset Management Inc0$00.00%−956−100.0%Sold out
Garde Capital, Inc.0$00.00%−758−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−615−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−500−100.0%Sold out
Castle Wealth Management LLC0$00.00%−461−100.0%Sold out
FAI Wealth Management0$00.00%−400−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−196−100.0%Sold out
Oxler Private Wealth LLC0$00.00%−123−100.0%Sold out
Axim Planning & Wealth0$00.00%−110−100.0%Sold out
EdgeRock Capital LLC0$00.00%−96−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−80−100.0%Sold out
Sage Private Wealth Group, LLC0$00.00%−80−100.0%Sold out
Financial Enhancement Group LLC0$00.00%−37−100.0%Sold out
O'Dell Group, LLC0$00.00%−31−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−12−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−8−100.0%Sold out
Eaton Vance Management––––Not filed
Doyle Wealth Management––––Not filed
Covington Capital Management––––Not filed
Regentatlantic Capital LLC––––Not filed
Spectrum Management Group, LLC––––Not filed
Agf Investments Inc.––––Not filed
Dowling & Yahnke LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
BTR Capital Management Inc––––Not filed
Surevest, LLC––––Not filed
Strategic Wealth Advisors Group, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
American Portfolios Advisors––––Not filed
CPWM, LLC––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
ACG Wealth––––Not filed
Foresight Capital Management Advisors, Inc.––––Not filed
Balasa Dinverno & Foltz LLC––––Not filed
Siena Capital LLC––––Not filed
Bluestein R H & Co––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Budros, Ruhlin & Roe, Inc.––––Not filed
55I, LLC––––Not filed
First Farmers & Merchants Bank / Trust––––Not filed
Corsicana & Co.––––Not filed
Jefferies Group LLC––––Not filed
Liberty Wealth Management LLC––––Not filed
Maryland Capital Management––––Not filed
Brightworth––––Not filed
Western Financial Corporation––––Not filed
LFS Asset Management––––Not filed
Beaumont Financial Partners, LLC––––Not filed
Kore Private Wealth LLC––––Not filed
blooom, inc.––––Not filed
Roosevelt Investment Group LLC––––Not filed
Alphasimplex Group, LLC––––Not filed
Spotlight Asset Group, Inc.––––Not filed
FourThought Financial, LLC––––Not filed
Round Table Services, LLC––––Not filed
Meadow Creek Wealth Advisors LLC––––Not filed
WBH Advisory Inc––––Not filed
Keebeck Alpha, LP––––Not filed
Enhancing Capital LLC––––Not filed
NuWave Investment Management, LLC––––Not filed
Monolith Advisors––––Not filed
American Research & Management Co.––––Not filed
Life Planning Partners, Inc––––Not filed
Pacific Center for Financial Services––––Not filed
Strategic Asset Management, LLC––––Not filed
USA Financial Portformulas Corp––––Not filed