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 Family Investments, Inc. | 1,679 | $291.9K | 0.10% | +1,679 | New |
| Montag & Caldwell, LLC | 1,682 | $292.4K | 0.04% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,683 | $292.6K | 0.19% | +1,683 | New |
| M&G Investment Management Ltd | 1,683 | $292.8K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,685 | $292.9K | 0.23% | −5−0.3% | Reduced |
| Credit Agricole S A | 1,686 | $293.1K | 0.01% | −2,684−61.4% | Reduced |
| Lodestone Wealth Management LLC | 1,692 | $294.1K | 0.24% | +1,692 | New |
| Verity Asset Management, Inc. | 1,695 | $294.7K | 0.25% | +340+25.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,712 | $295.0K | 0.26% | −160−8.5% | Reduced |
| Peak Planning Group, LLC | 1,699 | $295.3K | 0.26% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,701 | $295.7K | 0.29% | +1,701 | New |
| Essex LLC | 1,703 | $296.0K | 0.09% | +26+1.6% | Added |
| Key Client Fiduciary Advisors, LLC | 1,704 | $296.2K | 0.20% | +1,704 | New |
| Wellington Shields & Co., LLC | 1,705 | $296.4K | 0.07% | 00.0% | Unchanged |
| Caas Capital Management LP | 1,710 | $297.3K | 0.06% | +1,710 | New |
| 626 Financial, LLC | 1,713 | $297.8K | 0.21% | +1,713 | New |
| Rosenberg Matthew Hamilton | 1,722 | $299.3K | 0.10% | −33−1.9% | Reduced |
| M. Kraus & Co | 1,733 | $301.2K | 0.11% | +45+2.7% | Added |
| Vigilare Wealth Management | 1,735 | $301.7K | 0.18% | −81−4.5% | Reduced |
| Latitude Advisors, LLC | 1,736 | $301.8K | 0.23% | +102+6.2% | Added |
| West Bancorporation Inc | 1,743 | $303.0K | 0.22% | −154−8.1% | Reduced |
| Duality Advisers, LP | 1,743 | $303.0K | 0.03% | +1,743 | New |
| Univest Financial Corp | 1,749 | $304.0K | 0.10% | −111−6.0% | Reduced |
| Salomon & Ludwin, LLC | 1,749 | $304.0K | 0.04% | +430+32.6% | Added |
| AlphaStar Capital Management, LLC | 1,751 | $304.3K | 0.03% | +170+10.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,751 | $304.4K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,752 | $304.6K | 0.27% | +3+0.2% | Added |
| WMS Partners, LLC | 1,753 | $304.7K | 0.03% | +4+0.2% | Added |
| Intercontinental Wealth Advisors, LLC | 1,754 | $304.9K | 0.09% | +21+1.2% | Added |
| Trust Co of Kansas | 1,765 | $307.0K | 0.20% | −20−1.1% | Reduced |
| Sittner & Nelson, LLC | 1,767 | $307.2K | 0.19% | +52+3.0% | Added |
| Rainsberger Wealth Advisors, Inc. | 1,769 | $307.5K | 0.20% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,778 | $309.1K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,781 | $309.5K | 0.16% | +1,781 | New |
| Cohen & Steers, Inc. | 1,788 | $311.0K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,790 | $311.2K | 0.07% | +30+1.7% | Added |
| FLC Capital Advisors | 1,791 | $311.3K | 0.10% | +295+19.7% | Added |
| Secure Asset Management, LLC | 1,798 | $312.5K | 0.11% | −549−23.4% | Reduced |
| Cladis Investment Advisory, LLC | 1,799 | $312.7K | 0.31% | +1+0.1% | Added |
| Versor Investments LP | 1,800 | $312.9K | 0.03% | +1,800 | New |
| Weybosset Research & Management LLC | 1,800 | $313.0K | 0.12% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,806 | $314.0K | 0.08% | −141−7.2% | Reduced |
| Laidlaw Wealth Management LLC | 1,811 | $314.8K | 0.07% | −5,306−74.6% | Reduced |
| Insight Advisors, LLC | 1,804 | $315.9K | 0.11% | +434+31.7% | Added |
| NovaPoint Capital, LLC | 1,824 | $317.1K | 0.14% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,826 | $317.4K | 0.01% | −1,258−40.8% | Reduced |
| BLB&B Advisors, LLC | 1,827 | $317.5K | 0.02% | −124−6.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,833 | $318.6K | 0.23% | +1,833 | New |
| Platte River Wealth Advisors, LLC | 1,835 | $319.0K | 0.13% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,839 | $319.7K | 0.23% | +47+2.6% | Added |
| Accel Wealth Management | 1,845 | $320.7K | 0.15% | −39−2.1% | Reduced |
| Journey Advisory Group, LLC | 1,846 | $320.9K | 0.08% | +1+0.1% | Added |
| Goldstein Advisors, LLC | 1,849 | $321.0K | 0.08% | +1,849 | New |
| Reitz Capital Advisors LLC | 1,854 | $322.0K | 0.31% | −1,197−39.2% | Reduced |
| Castleview Partners, LLC | 1,853 | $322.1K | 0.31% | −153−7.6% | Reduced |
| GAM Holding AG | 1,854 | $322.3K | 0.03% | −2,398−56.4% | Reduced |
| N.E.W. Advisory Services LLC | 1,854 | $322.3K | 0.05% | −371−16.7% | Reduced |
| Greenwood Gearhart Inc | 1,855 | $322.5K | 0.05% | −79−4.1% | Reduced |
| Texas Capital Bancshares Inc | 1,861 | $323.5K | 0.23% | +12+0.6% | Added |
| Dudley Capital Management, LLC | 1,861 | $323.5K | 0.24% | +1,861 | New |
| Stokes Family Office, LLC | 1,864 | $324.0K | 0.04% | −59−3.1% | Reduced |
| American Trust | 1,873 | $325.6K | 0.03% | −103−5.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,879 | $326.0K | 0.13% | −3−0.2% | Reduced |
| Security National Bank of So Dak | 1,878 | $326.0K | 0.24% | +170+10.0% | Added |
| Creative Financial Designs Inc | 1,881 | $327.0K | 0.05% | +1+0.1% | Added |
| Staley Capital Advisers Inc | 1,881 | $327.0K | 0.02% | −60−3.1% | Reduced |
| Strait & Sound Wealth Management LLC | 1,828 | $327.2K | 0.36% | +1,828 | New |
| CoreCap Advisors, LLC | 1,889 | $328.6K | 0.02% | −5,658−75.0% | Reduced |
| Goelzer Investment Management, Inc. | 1,892 | $328.9K | 0.03% | −90−4.5% | Reduced |
| Alta Advisers Ltd | 1,900 | $330.0K | 0.20% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,900 | $330.3K | 0.12% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,909 | $331.9K | 0.12% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 1,908 | $332.0K | 0.17% | −610−24.2% | Reduced |
| Vista Capital Partners, Inc. | 1,920 | $333.8K | 0.05% | −56−2.8% | Reduced |
| Gateway Wealth Partners, LLC | 1,921 | $333.9K | 0.06% | +1,921 | New |
| Oversea-Chinese Banking CORP Ltd | 1,923 | $334.0K | 0.02% | +1,923 | New |
| McIlrath & Eck, LLC | 1,928 | $335.2K | 0.09% | −276−12.5% | Reduced |
| Avestar Capital, LLC | 1,928 | $335.2K | 0.07% | −90−4.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,932 | $335.8K | 0.08% | −80−4.0% | Reduced |
| Platform Technology Partners | 1,933 | $336.0K | 0.17% | −40−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,934 | $336.3K | 0.05% | −143−6.9% | Reduced |
| Schrum Private Wealth Management LLC | 1,934 | $336.3K | 0.40% | −144−6.9% | Reduced |
| HFR Wealth Management, LLC | 1,936 | $337.0K | 0.10% | −120−5.8% | Reduced |
| Shepherd Financial Partners LLC | 1,939 | $337.1K | 0.06% | +578+42.5% | Added |
| Colonial River Wealth Management, LLC | 1,948 | $338.6K | 0.22% | −97−4.7% | Reduced |
| Merriman Wealth Management, LLC | 1,950 | $339.0K | 0.02% | −46−2.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,950 | $339.0K | 0.20% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,960 | $340.8K | 0.11% | +6+0.3% | Added |
| PFS Partners, LLC | 1,963 | $341.3K | 0.36% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,967 | $342.0K | 0.01% | +1,905+3,072.6% | Added |
| Smithfield Trust Co | 1,993 | $343.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,982 | $344.5K | 0.01% | −728−26.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,983 | $345.0K | 0.04% | +1,983 | New |
| Benedict Financial Advisors Inc | 1,992 | $346.3K | 0.10% | +11+0.6% | Added |
| Certified Advisory Corp | 2,000 | $347.7K | 0.07% | +118+6.3% | Added |
| Rice Partnership, LLC | 2,000 | $347.7K | 0.11% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,000 | $347.7K | 0.23% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,002 | $348.1K | 0.18% | −2,053−50.6% | Reduced |
| Bellevue Asset Management, LLC | 2,018 | $348.1K | 0.27% | +10.0% | Added |
| Caerus Investment Advisors, LLC | 2,006 | $348.7K | 0.53% | 00.0% | Unchanged |