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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 2,445 | $425.0K | 0.04% | +614+33.5% | Added |
| Spirit of America Management Corp | 2,450 | $425.9K | 0.10% | 00.0% | Unchanged |
| Washington Trust Bank | 2,463 | $428.0K | 0.05% | −1,625−39.8% | Reduced |
| NTV Asset Management LLC | 2,467 | $428.9K | 0.08% | +3+0.1% | Added |
| Founders Capital Management, LLC | 2,475 | $430.3K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,414 | $431.6K | 0.16% | +923+61.9% | Added |
| Global Trust Asset Management, LLC | 2,483 | $431.7K | 0.22% | +252+11.3% | Added |
| Perennial Investment Advisors, LLC | 2,485 | $432.1K | 0.18% | +42+1.7% | Added |
| Stuart Chaussee & Associates, Inc. | 2,487 | $432.3K | 0.16% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,489 | $432.7K | 0.02% | +19+0.8% | Added |
| Kades & Cheifetz LLC | 2,495 | $433.7K | 0.36% | +2,495 | New |
| DRW Securities, LLC | 2,494 | $434.0K | 0.09% | +2,494 | New |
| New Hampshire Trust | 2,502 | $434.9K | 0.12% | +2,502 | New |
| Guardian Wealth Advisors, LLC | 2,509 | $436.2K | 0.08% | −194−7.2% | Reduced |
| Sun Life Financial INC | 2,496 | $436.2K | 0.03% | −109−4.2% | Reduced |
| Great Diamond Partners, LLC | 2,515 | $437.2K | 0.13% | +121+5.1% | Added |
| Cookson Peirce & Co Inc | 2,520 | $438.0K | 0.03% | +2,520 | New |
| Flagship Harbor Advisors, LLC | 2,525 | $438.9K | 0.04% | −118−4.5% | Reduced |
| Skba Capital Management LLC | 2,550 | $443.3K | 0.08% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,552 | $444.0K | 0.04% | +2,552 | New |
| Adirondack Trust Co | 2,566 | $446.1K | 0.23% | +10+0.4% | Added |
| SRB Corp | 2,575 | $448.0K | 0.03% | +459+21.7% | Added |
| Delta Financial Advisors LLC | 2,582 | $448.8K | 0.22% | +6+0.2% | Added |
| Roberts Glore & Co Inc | 2,582 | $448.9K | 0.16% | −70−2.6% | Reduced |
| Cannon Financial Strategists, Inc. | 2,582 | $448.9K | 0.16% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,588 | $449.9K | 0.34% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,589 | $450.1K | 0.05% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,593 | $450.7K | 0.09% | −61−2.3% | Reduced |
| Peavine Capital, LLC | 2,600 | $452.0K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,607 | $453.3K | 0.12% | +296+12.8% | Added |
| Westhampton Capital, LLC | 2,610 | $453.7K | 0.31% | −15−0.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,611 | $453.9K | 0.09% | +233+9.8% | Added |
| St. Johns Investment Management Company, LLC | 2,611 | $453.9K | 0.27% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,615 | $454.6K | 0.01% | −1,000−27.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,621 | $455.6K | 0.55% | +3+0.1% | Added |
| Mystic Asset Management, Inc. | 2,632 | $457.5K | 0.26% | +85+3.3% | Added |
| Davidson Trust Co | 2,633 | $457.7K | 0.40% | −195−6.9% | Reduced |
| Weatherly Asset Management L. P. | 2,645 | $459.8K | 0.06% | −49−1.8% | Reduced |
| Summit Trail Advisors, LLC | 2,651 | $460.9K | 0.02% | −404−13.2% | Reduced |
| LMG Wealth Partners, LLC | 2,577 | $461.3K | 0.15% | +2,577 | New |
| Country Trust Bank | 2,656 | $461.7K | 0.01% | −784−22.8% | Reduced |
| Suncoast Equity Management | 2,664 | $463.1K | 0.09% | +106+4.1% | Added |
| SignalPoint Asset Management, LLC | 2,674 | $465.0K | 0.16% | −9−0.3% | Reduced |
| Selective Wealth Management, Inc. | 2,618 | $466.3K | 0.25% | +746+39.9% | Added |
| waypoint wealth counsel | 2,687 | $467.1K | 0.38% | +2,687 | New |
| Red Cedar Investment Management, LLC | 2,688 | $467.3K | 0.07% | +261+10.8% | Added |
| KRS Capital Management, LLC | 2,691 | $467.9K | 0.64% | −139−4.9% | Reduced |
| Pacitti Group Inc. | 2,693 | $468.2K | 0.37% | −7−0.3% | Reduced |
| Eudaimonia Advisors LLC | 2,697 | $468.8K | 0.32% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,697 | $469.0K | 0.09% | −65−2.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $469.2K | 0.29% | 00.0% | Unchanged |
| Clough Capital Partners L P | 2,700 | $469.4K | 0.05% | +2,700 | New |
| Strategic Wealth Designers | 2,659 | $470.0K | 0.11% | +355+15.4% | Added |
| Richwood Investment Advisors, LLC | 2,707 | $470.6K | 0.47% | −1,137−29.6% | Reduced |
| GraniteShares Advisors LLC | 2,714 | $471.8K | 0.39% | −380−12.3% | Reduced |
| Journey Strategic Wealth LLC | 2,717 | $472.3K | 0.06% | +968+55.3% | Added |
| Sather Financial Group Inc | 2,726 | $473.9K | 0.04% | +747+37.7% | Added |
| Mechanics Financial Corp | 2,725 | $474.0K | 0.28% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,730 | $474.5K | 0.20% | +1,001+57.9% | Added |
| MidWestOne Financial Group, Inc. | 2,733 | $475.1K | 0.11% | 00.0% | Unchanged |
| Atlas Wealth LLC | 2,751 | $478.2K | 0.13% | +2,751 | New |
| Register Financial Advisors LLC | 2,752 | $478.4K | 0.31% | +2,752 | New |
| Wealth Alliance Advisory Group, LLC | 2,752 | $478.4K | 0.18% | +76+2.8% | Added |
| Indiana Trust & Investment Management CO | 2,779 | $483.0K | 0.27% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,805 | $487.6K | 0.04% | −200−6.7% | Reduced |
| MA Private Wealth | 2,822 | $490.7K | 0.12% | −288−9.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,825 | $491.1K | 0.22% | +2,825 | New |
| KCS Wealth Advisory | 2,830 | $492.0K | 0.20% | +1,565+123.7% | Added |
| Dana Investment Advisors, Inc. | 2,835 | $492.8K | 0.03% | +963+51.4% | Added |
| Thoroughbred Financial Services, LLC | 2,839 | $493.0K | 0.08% | +152+5.7% | Added |
| Ledyard National Bank | 2,851 | $495.6K | 0.06% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,853 | $496.0K | 0.30% | +2,853 | New |
| King Wealth | 2,860 | $497.0K | 0.12% | +10.0% | Added |
| RDA Financial Network | 2,866 | $498.2K | 0.25% | −50−1.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,875 | $499.8K | 0.42% | +48+1.7% | Added |
| Mission Creek Capital Partners, Inc. | 2,877 | $500.1K | 0.18% | −5−0.2% | Reduced |
| Segment Wealth Management, LLC | 2,878 | $500.3K | 0.06% | +2+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,885 | $501.5K | 0.10% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,887 | $501.8K | 0.55% | +2,887 | New |
| RB Capital Management, LLC | 2,892 | $502.7K | 0.18% | −10−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,896 | $503.5K | 0.11% | +72+2.5% | Added |
| Gray Wealth Management Inc. | 2,908 | $505.5K | 0.29% | +75+2.6% | Added |
| Vance Wealth, Inc. | 2,916 | $506.9K | 0.32% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,917 | $507.1K | 0.19% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 2,919 | $507.4K | 0.32% | +2,919 | New |
| WealthShield Partners, LLC | 2,923 | $508.1K | 0.10% | +15+0.5% | Added |
| Elgethun Capital Management | 2,915 | $508.9K | 0.18% | +11+0.4% | Added |
| First Citizens Bank & Trust Co | 2,926 | $509.0K | 0.02% | +233+8.7% | Added |
| Dover Advisors, LLC | 2,938 | $510.7K | 0.55% | +2,938 | New |
| Astoria Portfolio Advisors LLC. | 2,878 | $512.7K | 0.24% | +184+6.8% | Added |
| Graypoint LLC | 2,963 | $515.1K | 0.06% | −283−8.7% | Reduced |
| Wallace Advisory Group, LLC | 2,984 | $518.7K | 0.41% | +2,984 | New |
| Traverso Chambers Private Wealth Management, LLC | 2,986 | $519.2K | 0.15% | +6+0.2% | Added |
| Mogy Joel R Investment Counsel Inc | 3,000 | $521.5K | 0.05% | 00.0% | Unchanged |
| Strategic Equity Management | 3,000 | $521.5K | 0.20% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $522.0K | 0.26% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,005 | $522.4K | 0.27% | +1,545+105.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,005 | $522.4K | 0.16% | +3,005 | New |
| McGuire Investment Group, LLC | 3,007 | $522.7K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,012 | $524.0K | 0.12% | −100−3.2% | Reduced |