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 |
|---|---|---|---|---|---|
| Lee Financial Co | 831 | $144.4K | 0.02% | +4+0.5% | Added |
| Covestor Ltd | 833 | $145.0K | 0.12% | +53+6.8% | Added |
| Webster Bank, N. A. | 843 | $147.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 849 | $147.6K | 0.00% | −38,367−97.8% | Reduced |
| Bellwether Advisors, LLC | 850 | $147.8K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 867 | $150.7K | 0.05% | +128+17.3% | Added |
| Horizon Bancorp Inc | 872 | $152.0K | 0.09% | +872 | New |
| RFP Financial Group LLC | 876 | $152.3K | 0.07% | +876 | New |
| Atticus Wealth Management, LLC | 881 | $153.2K | 0.06% | −63−6.7% | Reduced |
| Pinnacle Holdings, LLC | 893 | $155.2K | 0.07% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 916 | $159.2K | 0.05% | +15+1.7% | Added |
| MV Capital Management, Inc. | 935 | $162.5K | 0.03% | −41−4.2% | Reduced |
| Institutional & Family Asset Management, LLC | 941 | $163.5K | 0.03% | −45−4.6% | Reduced |
| Westside Investment Management, Inc. | 946 | $164.0K | 0.00% | +700+284.6% | Added |
| Asset Dedication, LLC | 960 | $166.0K | 0.02% | +11+1.2% | Added |
| Paradigm Asset Management Co LLC | 974 | $169.3K | 0.05% | −13,100−93.1% | Reduced |
| Neo Ivy Capital Management | 984 | $171.0K | 0.12% | +704+251.4% | Added |
| Cutler Group LP | 991 | $172.0K | 0.02% | +991 | New |
| McCarthy Grittinger Financial Group, LLC | 992 | $172.4K | 0.07% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,000 | $173.8K | 0.15% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,000 | $173.8K | 0.04% | +27+2.8% | Added |
| B&D White Capital Company, LLC | 1,000 | $173.8K | 0.06% | +1,000 | New |
| Global Financial Private Client, LLC | 1,044 | $181.5K | 0.10% | +63+6.4% | Added |
| Eagle Bay Advisors LLC | 1,064 | $185.0K | 0.10% | −301−22.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,091 | $189.7K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 1,131 | $196.6K | 0.08% | +10+0.9% | Added |
| Farther Finance Advisors, LLC | 1,142 | $198.6K | 0.08% | +1,142 | New |
| Sound Income Strategies, LLC | 1,145 | $199.0K | 0.03% | +158+16.0% | Added |
| Old North State Trust, LLC | 1,145 | $199.0K | 0.13% | +285+33.1% | Added |
| CIC Wealth, LLC | 1,152 | $200.3K | 0.08% | +1,152 | New |
| Heartwood Wealth Advisors LLC | 1,153 | $200.4K | 0.03% | +1,153 | New |
| Halbert Hargrove Global Advisors, LLC | 1,154 | $200.5K | 0.01% | −252−17.9% | Reduced |
| Lifestyle Asset Management, Inc. | 1,156 | $201.0K | 0.16% | +1,156 | New |
| Capital Advisors, Ltd. LLC | 1,155 | $201.0K | 0.03% | −18−1.5% | Reduced |
| Tempus Wealth Planning, LLC | 1,157 | $201.1K | 0.12% | +1,157 | New |
| Berger Financial Group, Inc | 1,165 | $202.6K | 0.03% | +1,165 | New |
| Firethorn Wealth Partners, LLC | 1,166 | $202.7K | 0.17% | +1,166 | New |
| Northwest Wealth Management, LLC | 1,167 | $202.9K | 0.09% | +1,167 | New |
| West Branch Capital LLC | 1,167 | $202.9K | 0.13% | −49−4.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,171 | $203.6K | 0.03% | +858+274.1% | Added |
| Bickling Financial Services, Inc. | 1,175 | $204.3K | 0.13% | +1,175 | New |
| Key Financial Inc | 1,266 | $204.5K | 0.10% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,179 | $205.0K | 0.13% | +1,179 | New |
| NBW Capital LLC | 1,187 | $206.3K | 0.05% | +1,187 | New |
| Shakespeare Wealth Management, Inc. | 1,190 | $206.9K | 0.08% | +1,190 | New |
| Epic Trust Investment Advisors, LLC | 1,188 | $207.0K | 0.31% | +1,188 | New |
| Ellis Investment Partners, LLC | 1,194 | $207.5K | 0.06% | +9+0.8% | Added |
| Tradition Wealth Management, LLC | 1,194 | $208.0K | 0.03% | −63−5.0% | Reduced |
| Philadelphia Trust Co | 1,194 | $208.0K | 0.02% | +1,194 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,197 | $208.1K | 0.08% | +1,197 | New |
| Opal Wealth Advisors, LLC | 1,197 | $208.1K | 0.11% | +1,197 | New |
| Sonora Investment Management Group, LLC | 1,199 | $208.4K | 0.02% | +1,199 | New |
| Planning Center, Inc. | 1,208 | $210.0K | 0.06% | −56−4.4% | Reduced |
| Modera Wealth Management, LLC | 1,209 | $210.1K | 0.01% | −245−16.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $210.2K | 0.22% | +1,209 | New |
| Financial Planning & Information Services, Inc. | 1,210 | $210.3K | 0.04% | +1,210 | New |
| Wealth Architects, LLC | 1,211 | $210.5K | 0.04% | −108−8.2% | Reduced |
| Carroll Investors, Inc | 1,198 | $210.5K | 0.22% | +1,198 | New |
| Stephens Investment Management Group LLC | 1,203 | $211.4K | 0.00% | +334+38.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,216 | $211.5K | 0.02% | −12−1.0% | Reduced |
| CWS Financial Advisors, LLC | 1,250 | $212.0K | 0.09% | −119−8.7% | Reduced |
| Edge Capital Group, LLC | 1,224 | $212.7K | 0.01% | −160−11.6% | Reduced |
| Garrett Investment Advisors LLC | 1,225 | $213.0K | 0.04% | −149−10.8% | Reduced |
| Nadler Financial Group, Inc. | 1,226 | $213.1K | 0.04% | +1,226 | New |
| Everhart Financial Group, Inc. | 1,231 | $214.0K | 0.11% | −187−13.2% | Reduced |
| Aua Capital Management, LLC | 1,236 | $214.9K | 0.15% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,236 | $214.9K | 0.19% | +1,236 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,239 | $215.0K | 0.00% | +638+106.2% | Added |
| Indie Asset Partners, LLC | 1,237 | $215.1K | 0.24% | +1,237 | New |
| Hamilton Wealth, LLC | 1,238 | $215.3K | 0.09% | +1,238 | New |
| Pinnacle Bancorp, Inc. | 1,244 | $216.0K | 0.08% | −30−2.4% | Reduced |
| Keystone Wealth Services, LLC | 1,244 | $216.3K | 0.09% | +6+0.5% | Added |
| Trust Co | 1,250 | $217.0K | 0.04% | +22+1.8% | Added |
| Abacus Planning Group, Inc. | 1,250 | $217.3K | 0.06% | −426−25.4% | Reduced |
| Nichols & Pratt Advisers LLP | 1,250 | $217.3K | 0.02% | +1,250 | New |
| Glass Jacobson Investment Advisors llc | 1,255 | $218.2K | 0.11% | +1,255 | New |
| Derbend Asset Management | 1,256 | $218.4K | 0.17% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,259 | $218.8K | 0.13% | +8+0.6% | Added |
| Crewe Advisors LLC | 1,259 | $218.9K | 0.03% | +691+121.7% | Added |
| Tucker Asset Management LLC | 1,262 | $221.8K | 0.07% | +254+25.2% | Added |
| Horizon Family Wealth, Inc. | 1,276 | $221.8K | 0.26% | +33+2.7% | Added |
| Appleton Partners Inc | 1,282 | $223.0K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,282 | $223.0K | 0.18% | +1,282 | New |
| Hudock, Inc. | 1,284 | $223.4K | 0.08% | +125+10.8% | Added |
| Resource Planning Group | 1,291 | $224.4K | 0.18% | +2+0.2% | Added |
| Angeles Wealth Management, LLC | 1,291 | $224.4K | 0.04% | −61−4.5% | Reduced |
| Wealth Effects LLC | 1,298 | $225.6K | 0.13% | −69−5.0% | Reduced |
| FSM Wealth Advisors, LLC | 1,298 | $225.6K | 0.16% | +8+0.6% | Added |
| Arthur M. Cohen & Associates, LLC | 1,303 | $226.5K | 0.06% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,302 | $227.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 1,318 | $229.0K | 0.07% | −49−3.6% | Reduced |
| Ssi Investment Management LLC | 1,319 | $229.3K | 0.01% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,300 | $230.3K | 0.06% | −340−20.7% | Reduced |
| Redmont Wealth Advisors LLC | 1,327 | $230.7K | 0.27% | +1,327 | New |
| Aveo Capital Partners, LLC | 1,328 | $230.9K | 0.03% | +1,328 | New |
| First Interstate Bank | 1,325 | $231.0K | 0.02% | −150−10.2% | Reduced |
| Wedge Capital Management L L P | 1,331 | $231.0K | 0.00% | +23+1.8% | Added |
| Quantum Financial Advisors, LLC | 1,330 | $231.2K | 0.10% | +11+0.8% | Added |
| Oak Hill Wealth Advisors, LLC | 1,333 | $231.8K | 0.10% | +1,333 | New |
| Center For Asset Management LLC | 1,334 | $232.0K | 0.22% | +21+1.6% | Added |