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 |
|---|---|---|---|---|---|
| Argent Capital Management LLC | 1,342 | $233.3K | 0.01% | −60−4.3% | Reduced |
| LWM Advisory Services, LLC | 1,343 | $233.5K | 0.26% | −607−31.1% | Reduced |
| Braun-Bostich & Associates Inc. | 1,343 | $233.5K | 0.67% | −22−1.6% | Reduced |
| Glassman Wealth Services | 1,343 | $233.5K | 0.04% | −107−7.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,344 | $233.6K | 0.07% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,347 | $234.1K | 0.15% | +49+3.8% | Added |
| MQS Management LLC | 1,347 | $234.2K | 0.16% | −1,105−45.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,347 | $234.2K | 0.14% | −60−4.3% | Reduced |
| Capital International Inc | 1,348 | $234.3K | 0.01% | −3,107−69.7% | Reduced |
| Fairhaven Wealth Management, LLC | 1,349 | $234.5K | 0.10% | −5−0.4% | Reduced |
| Regents of the University of California | 1,350 | $234.7K | 0.04% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 15,720 | $235.5K | 0.29% | +15,720 | New |
| ELCO Management Co., LLC | 1,355 | $235.6K | 0.18% | 00.0% | Unchanged |
| Diversified, LLC | 1,356 | $235.8K | 0.09% | +1,356 | New |
| Becker Capital Management Inc | 1,360 | $236.4K | 0.01% | −146−9.7% | Reduced |
| Southland Equity Partners LLC | 1,360 | $236.4K | 0.09% | +103+8.2% | Added |
| LBMC Investment Advisors, LLC | 1,361 | $236.7K | 0.02% | +10+0.7% | Added |
| Auxano Advisors, LLC | 1,363 | $236.9K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 1,374 | $238.9K | 0.03% | +120+9.6% | Added |
| Acorn Financial Advisory Services Inc | 1,378 | $239.5K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,378 | $239.6K | 0.12% | +1,378 | New |
| West Michigan Advisors, LLC | 1,383 | $240.4K | 0.18% | −274−16.5% | Reduced |
| Providence Wealth Advisors, LLC | 1,389 | $241.3K | 0.18% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,388 | $241.3K | 0.20% | −23−1.6% | Reduced |
| Gill Capital Partners, LLC | 1,392 | $242.0K | 0.11% | −1,261−47.5% | Reduced |
| Quad-Cities Investment Group, LLC | 1,397 | $242.9K | 0.18% | −107−7.1% | Reduced |
| Carl P. Sherr & Co., LLC | 1,397 | $242.9K | 0.18% | −49−3.4% | Reduced |
| Mezzasalma Advisors, LLC | 1,403 | $243.9K | 0.21% | +1,403 | New |
| Summit Financial Group Inc | 1,404 | $244.0K | 0.10% | −107−7.1% | Reduced |
| E Fund Management Co., Ltd. | 1,408 | $245.0K | 0.02% | −74−5.0% | Reduced |
| Buffington Mohr McNeal | 1,419 | $246.7K | 0.06% | +1,419 | New |
| Bedel Financial Consulting, Inc. | 1,421 | $247.0K | 0.06% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,422 | $247.3K | 0.30% | +1,422 | New |
| Centurion Wealth Management LLC | 1,431 | $248.8K | 0.14% | +1,431 | New |
| Vestor Capital, LLC | 1,430 | $249.0K | 0.03% | +155+12.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,435 | $249.5K | 0.13% | +62+4.5% | Added |
| Wealthsource Partners, LLC | 1,438 | $249.9K | 0.02% | −553−27.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,442 | $250.6K | 0.22% | +1+0.1% | Added |
| Krilogy Financial LLC | 1,444 | $251.1K | 0.02% | +1,444 | New |
| Newbridge Financial Services Group, Inc. | 1,445 | $251.2K | 0.14% | −470−24.5% | Reduced |
| Garden State Investment Advisory Services LLC | 1,447 | $251.5K | 0.15% | +1,447 | New |
| Harvey Investment Co LLC | 1,458 | $253.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,459 | $253.6K | 0.02% | +1,459 | New |
| Oak Asset Management, LLC | 1,461 | $254.0K | 0.11% | −9−0.6% | Reduced |
| Means Investment Co., Inc. | 1,463 | $254.3K | 0.05% | −96−6.2% | Reduced |
| Alpha Family Trust | 1,465 | $254.7K | 0.23% | +1,465 | New |
| Capital Advisors Inc | 1,466 | $254.9K | 0.01% | +1,466 | New |
| Compass Financial Advisors LLC | 1,473 | $256.0K | 0.35% | −16−1.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,474 | $256.2K | 0.04% | −63−4.1% | Reduced |
| Private Capital Management, LLC | 1,479 | $257.1K | 0.04% | +2+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 1,481 | $257.5K | 0.03% | −68−4.4% | Reduced |
| Boltwood Capital Management | 1,485 | $258.2K | 0.10% | −25−1.7% | Reduced |
| Blue Barn Wealth, LLC | 1,486 | $258.3K | 0.17% | −84−5.4% | Reduced |
| Berkeley Capital Partners, LLC | 1,490 | $259.0K | 0.10% | −32−2.1% | Reduced |
| Rbo & Co LLC | 1,500 | $260.8K | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,500 | $261.0K | 0.12% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,512 | $262.8K | 0.02% | +149+10.9% | Added |
| Point72 Middle East FZE | 1,515 | $263.4K | 0.02% | +1,515 | New |
| Davidson Investment Advisors | 1,518 | $263.9K | 0.02% | −75−4.7% | Reduced |
| Perfromance Wealth Partners, LLC | 1,521 | $264.4K | 0.02% | −370−19.6% | Reduced |
| EPG Wealth Management LLC | 1,529 | $265.8K | 0.10% | −1,287−45.7% | Reduced |
| Coyle Financial Counsel LLC | 1,530 | $266.0K | 0.13% | +4+0.3% | Added |
| Invictus Private Wealth, LLC | 1,537 | $267.2K | 0.03% | +1,537 | New |
| Garda Capital Partners LP | 1,539 | $267.5K | 0.25% | +1,539 | New |
| Bill Few Associates, Inc. | 1,545 | $268.6K | 0.16% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,546 | $268.8K | 0.09% | +1,546 | New |
| Sunburst Financial Group, LLC | 1,549 | $269.4K | 0.11% | −27−1.7% | Reduced |
| Quent Capital, LLC | 1,555 | $270.3K | 0.05% | +28+1.8% | Added |
| Aspiriant, LLC | 1,563 | $271.7K | 0.01% | −16,857−91.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,527 | $273.3K | 0.14% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,576 | $274.0K | 0.04% | +1,576 | New |
| Tower Wealth Partners, Inc. | 1,577 | $274.1K | 0.24% | −1,739−52.4% | Reduced |
| Transparent Wealth Partners LLC | 1,581 | $274.8K | 0.22% | +13+0.8% | Added |
| Bluesphere Advisors, LLC | 1,591 | $276.6K | 0.25% | −228−12.5% | Reduced |
| Chilton Investment Co LLC | 1,591 | $276.6K | 0.01% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,596 | $276.7K | 0.08% | −98−5.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,593 | $277.0K | 0.18% | +81+5.4% | Added |
| Sage Rhino Capital LLC | 1,597 | $277.6K | 0.09% | +29+1.8% | Added |
| Innovis Asset Management LLC | 1,598 | $277.8K | 0.13% | +1,598 | New |
| Kercheville Advisors, LLC | 1,601 | $278.3K | 0.19% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,603 | $278.7K | 0.04% | +1,603 | New |
| Salem Investment Counselors Inc | 1,603 | $278.7K | 0.01% | +99+6.6% | Added |
| Beaumont Financial Advisors, LLC | 1,603 | $278.7K | 0.03% | +1,603 | New |
| Quadrant Private Wealth Management, LLC | 1,605 | $279.0K | 0.09% | +1,605 | New |
| 3Chopt Investment Partners, LLC | 1,605 | $279.0K | 0.15% | +1,605 | New |
| Sax Wealth Advisors, LLC | 1,605 | $279.0K | 0.06% | +1,605 | New |
| Icapital Wealth LLC | 1,617 | $281.1K | 0.22% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,617 | $281.1K | 0.08% | +1,617 | New |
| Chase Investment Counsel Corp | 1,623 | $282.0K | 0.17% | +113+7.5% | Added |
| OneAscent Wealth Management LLC | 1,621 | $282.0K | 0.13% | +120+8.0% | Added |
| LexAurum Advisors, LLC | 1,628 | $283.0K | 0.10% | +1+0.1% | Added |
| S&T Bank | 1,639 | $285.0K | 0.05% | +9+0.6% | Added |
| Osborne Partners Capital Management, LLC | 1,644 | $285.8K | 0.02% | +21+1.3% | Added |
| Aspire Capital Advisors LLC | 1,649 | $286.7K | 0.16% | +9+0.5% | Added |
| Fort Sheridan Advisors LLC | 1,650 | $286.8K | 0.09% | −150−8.3% | Reduced |
| Vicus Capital | 1,655 | $287.8K | 0.03% | −79−4.6% | Reduced |
| ASB Consultores, LLC | 1,662 | $288.9K | 0.12% | +194+13.2% | Added |
| OneAscent Financial Services LLC | 1,670 | $290.0K | 0.12% | +90+5.7% | Added |
| L2 Asset Management, LLC | 1,670 | $290.3K | 0.19% | +201+13.7% | Added |
| Advus Financial Partners, LLC | 1,673 | $290.8K | 0.13% | +81+5.1% | Added |