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 |
|---|---|---|---|---|---|
| Alpha Financial Partners, LLC | 2,006 | $348.8K | 0.42% | +2,006 | New |
| Red Wave Investments LLC | 2,012 | $349.8K | 0.15% | −1,053−34.4% | Reduced |
| Howe & Rusling Inc | 2,018 | $350.8K | 0.04% | +734+57.2% | Added |
| First Western Trust Bank | 2,033 | $353.4K | 0.02% | −173−7.8% | Reduced |
| First Heartland Consultants, Inc. | 2,036 | $354.0K | 0.06% | +36+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 2,037 | $354.1K | 0.03% | +53+2.7% | Added |
| WC Walker & Associates, Inc. | 2,008 | $354.5K | 0.19% | +135+7.2% | Added |
| Maven Securities LTD | 2,040 | $354.6K | 0.07% | −2,467−54.7% | Reduced |
| Game Plan Financial Advisors, LLC | 2,040 | $354.6K | 0.29% | −100−4.7% | Reduced |
| Beaton Management Co. Inc. | 2,043 | $355.0K | 0.24% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,043 | $355.2K | 0.05% | +2,043 | New |
| 180 Wealth Advisors, LLC | 1,987 | $357.1K | 0.08% | −19−0.9% | Reduced |
| TNF LLC | 1,892 | $357.2K | 0.16% | +2+0.1% | Added |
| Wealth Management Associates, Inc. | 2,065 | $359.0K | 0.24% | +207+11.1% | Added |
| Reynders McVeigh Capital Management, LLC | 2,067 | $359.0K | 0.03% | −57−2.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,067 | $359.0K | 0.13% | +93+4.7% | Added |
| WealthPLAN Partners, LLC | 1,935 | $361.4K | 0.03% | +1,935 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,080 | $361.6K | 0.16% | +5+0.2% | Added |
| Ridgecrest Wealth Partners, LLC | 2,082 | $361.9K | 0.27% | +69+3.4% | Added |
| Financial Management Professionals, Inc. | 2,084 | $362.0K | 0.07% | +199+10.6% | Added |
| Stony Point Wealth Management Inc. | 2,086 | $362.6K | 0.20% | −119−5.4% | Reduced |
| WealthPlan Investment Management, LLC | 1,935 | $362.7K | 0.03% | −3−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,088 | $363.0K | 0.04% | +250+13.6% | Added |
| Lane & Associates LLC | 2,088 | $363.0K | 0.34% | +2,088 | New |
| Investment Advisory Services Inc | 2,091 | $363.6K | 0.19% | +89+4.4% | Added |
| Darrow Company, Inc. | 2,094 | $364.1K | 0.36% | −37−1.7% | Reduced |
| Baker Boyer National Bank | 2,103 | $365.6K | 0.15% | +24+1.2% | Added |
| Shufro Rose & Co LLC | 2,103 | $365.6K | 0.03% | −450−17.6% | Reduced |
| CVA Family Office, LLC | 2,108 | $366.5K | 0.09% | −322−13.3% | Reduced |
| Detalus Advisors, LLC | 2,111 | $366.9K | 0.18% | −500−19.1% | Reduced |
| Resurgent Financial Advisors LLC | 2,114 | $367.5K | 0.20% | +771+57.4% | Added |
| Crestwood Advisors Group LLC | 2,123 | $369.1K | 0.01% | −237−10.0% | Reduced |
| Drake & Associates, LLC | 2,127 | $369.8K | 0.20% | +105+5.2% | Added |
| Jones Financial Companies LLLP | 2,130 | $370.0K | 0.00% | +40+1.9% | Added |
| Cornerstone Advisory, LLC | 2,129 | $370.2K | 0.07% | +57+2.8% | Added |
| Lake Street Financial LLC | 2,143 | $372.5K | 0.08% | +32+1.5% | Added |
| Baystate Wealth Management LLC | 2,144 | $373.0K | 0.03% | +65+3.1% | Added |
| Strategy Asset Managers LLC | 2,157 | $375.0K | 0.10% | +4+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 2,160 | $375.4K | 0.02% | −79,294−97.3% | Reduced |
| Davis R M Inc | 2,166 | $377.0K | 0.01% | −862−28.5% | Reduced |
| TBH Global Asset Management, LLC | 2,174 | $377.9K | 0.09% | +10.0% | Added |
| Andesa Financial Management Inc. | 2,176 | $378.3K | 0.21% | −407−15.8% | Reduced |
| Keel Point, LLC | 2,188 | $380.3K | 0.06% | +709+47.9% | Added |
| 360 Financial, Inc. | 2,358 | $380.9K | 0.25% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,196 | $381.8K | 0.26% | −18−0.8% | Reduced |
| Ti-Trust, Inc | 2,201 | $382.6K | 0.36% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,202 | $382.8K | 0.05% | +156+7.6% | Added |
| Provence Wealth Management Group | 2,217 | $385.4K | 0.31% | +2,217 | New |
| Cahaba Wealth Management, Inc. | 2,222 | $386.2K | 0.05% | −38−1.7% | Reduced |
| O'Rourke & Company, Inc | 2,231 | $388.0K | 0.31% | −207−8.5% | Reduced |
| Engineers Gate Manager LP | 2,237 | $388.9K | 0.02% | −54,532−96.1% | Reduced |
| Atlas Brown,Inc. | 2,243 | $389.9K | 0.19% | +303+15.6% | Added |
| Compagnie Lombard Odier SCmA | 2,242 | $390.0K | 0.01% | +2,242 | New |
| Cutler Investment Counsel LLC | 2,244 | $390.1K | 0.06% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,252 | $391.4K | 0.13% | −434−16.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,253 | $391.6K | 0.24% | −17−0.7% | Reduced |
| Bank Ozk | 2,262 | $393.2K | 0.19% | −97−4.1% | Reduced |
| GW Henssler & Associates Ltd | 2,264 | $393.6K | 0.03% | +149+7.0% | Added |
| Richard W. Paul & Associates, LLC | 2,266 | $394.0K | 0.20% | +2,266 | New |
| US Asset Management LLC | 2,268 | $394.0K | 0.43% | +2,268 | New |
| Curi Capital | 2,268 | $394.2K | 0.06% | −46−2.0% | Reduced |
| Traphagen Investment Advisors LLC | 2,270 | $394.6K | 0.06% | +37+1.7% | Added |
| Cozad Asset Management Inc | 2,280 | $396.4K | 0.06% | +113+5.2% | Added |
| Etfidea, LLC | 2,284 | $397.1K | 0.18% | −140−5.8% | Reduced |
| Ipsen Advisor Group LLC | 2,284 | $397.1K | 0.46% | +2,284 | New |
| Sutton Wealth Advisors Inc. | 2,286 | $397.4K | 0.15% | −580−20.2% | Reduced |
| Balboa Wealth Partners | 2,287 | $397.5K | 0.18% | −61−2.6% | Reduced |
| Leavell Investment Management, Inc. | 2,287 | $398.0K | 0.03% | −50−2.1% | Reduced |
| First City Capital Management, Inc. | 2,290 | $398.1K | 0.24% | −255−10.0% | Reduced |
| Aries Wealth Management | 2,296 | $399.1K | 0.17% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 2,300 | $399.8K | 0.01% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 2,079 | $399.9K | 0.41% | +2,079 | New |
| Transatlantique Private Wealth LLC | 2,312 | $402.1K | 0.24% | +191+9.0% | Added |
| Silver Oak Securities, Inc | 2,324 | $404.0K | 0.08% | +2,324 | New |
| TCWP LLC | 2,327 | $404.7K | 0.08% | −317−12.0% | Reduced |
| Gryphon Financial Partners LLC | 2,333 | $405.6K | 0.10% | +58+2.5% | Added |
| Austin Asset Management Co Inc | 2,531 | $408.9K | 0.15% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,352 | $408.9K | 0.06% | +13+0.6% | Added |
| WealthBridge Capital Management, LLC | 2,353 | $409.0K | 0.17% | +158+7.2% | Added |
| Cabot Wealth Management Inc | 2,360 | $410.0K | 0.07% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,365 | $411.0K | 0.07% | +2,365 | New |
| Clifford Group, LLC | 2,372 | $412.3K | 0.51% | +2,372 | New |
| NCM Capital Management, LLC | 2,377 | $413.0K | 0.27% | +4+0.2% | Added |
| Aletheian Wealth Advisors LLC | 2,378 | $413.4K | 0.36% | +2,378 | New |
| M Holdings Securities, Inc. | 2,382 | $414.0K | 0.04% | +196+9.0% | Added |
| First National Advisers, LLC | 2,388 | $415.0K | 0.53% | +222+10.2% | Added |
| McRae Capital Management Inc | 2,388 | $415.0K | 0.12% | +100+4.4% | Added |
| Proficio Capital Partners LLC | 2,389 | $415.3K | 0.08% | +163+7.3% | Added |
| Elevated Capital Advisors, LLC | 2,390 | $415.5K | 0.16% | +2,390 | New |
| Leisure Capital Management | 2,392 | $415.8K | 0.21% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,393 | $416.0K | 0.02% | −189−7.3% | Reduced |
| Garrison Bradford & Associates Inc | 2,400 | $417.0K | 0.51% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,401 | $417.4K | 0.09% | +228+10.5% | Added |
| Miracle Mile Advisors, LLC | 2,406 | $418.3K | 0.01% | +156+6.9% | Added |
| Founders Capital Management | 2,410 | $419.0K | 0.31% | 00.0% | Unchanged |
| Somerset Trust Co | 2,423 | $421.0K | 0.18% | +185+8.3% | Added |
| Silverlake Wealth Management LLC | 2,428 | $422.2K | 0.26% | +13+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 2,429 | $422.3K | 0.16% | −234−8.8% | Reduced |
| Two Sigma Securities, LLC | 2,432 | $422.8K | 0.06% | −6,435−72.6% | Reduced |
| Old Mission Investment Co LLC | 2,434 | $423.1K | 0.18% | +309+14.5% | Added |