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 |
|---|---|---|---|---|---|
| Magnolia Capital Management Ltd | 3,020 | $525.0K | 0.51% | +20+0.7% | Added |
| Weaver Consulting Group | 3,030 | $526.7K | 0.27% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 3,034 | $527.4K | 0.40% | +15+0.5% | Added |
| Harbour Capital Advisors, LLC | 3,009 | $527.4K | 0.18% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,049 | $530.0K | 0.16% | +9+0.3% | Added |
| E&G Advisors, LP | 3,062 | $532.3K | 0.20% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,099 | $538.7K | 0.58% | +3,099 | New |
| Center for Financial Planning, Inc. | 3,108 | $540.3K | 0.13% | 00.0% | Unchanged |
| STAR Financial Bank | 3,110 | $540.6K | 0.54% | +3,110 | New |
| Mascoma Wealth Management LLC | 3,110 | $540.7K | 0.17% | −150−4.6% | Reduced |
| Titleist Asset Management, Ltd. | 3,114 | $541.3K | 0.13% | +116+3.9% | Added |
| Octavia Wealth Advisors, LLC | 3,120 | $542.4K | 0.13% | +2+0.1% | Added |
| Parkside Investments, LLC | 3,125 | $543.3K | 0.11% | +3,125 | New |
| Breakwater Capital Group | 3,131 | $544.3K | 0.28% | +3,131 | New |
| Capital Analysts, LLC | 3,147 | $547.0K | 0.03% | +371+13.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,160 | $549.3K | 0.05% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,160 | $549.4K | 0.35% | +3,160 | New |
| Strategic Wealth Partners, Ltd. | 3,167 | $550.5K | 0.10% | +143+4.7% | Added |
| SRN Advisors, LLC | 3,170 | $551.1K | 0.55% | +3,170 | New |
| Ausdal Financial Partners, Inc. | 3,184 | $553.6K | 0.08% | −159−4.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,185 | $553.6K | 0.18% | +39+1.2% | Added |
| Wedmont Private Capital | 3,101 | $554.9K | 0.08% | −141−4.3% | Reduced |
| Krane Funds Advisors LLC | 3,201 | $556.0K | 0.02% | −497−13.4% | Reduced |
| Meeder Asset Management Inc | 3,202 | $556.6K | 0.05% | −18,755−85.4% | Reduced |
| Patten & Patten Inc | 3,206 | $557.0K | 0.05% | −101−3.1% | Reduced |
| Little House Capital LLC | 3,209 | $557.8K | 0.28% | −5,426−62.8% | Reduced |
| Vigilant Capital Management, LLC | 3,211 | $558.0K | 0.05% | +104+3.3% | Added |
| Landmark Financial Advisors, LLC | 3,212 | $558.4K | 0.26% | −100−3.0% | Reduced |
| Gilman Hill Asset Management, LLC | 3,221 | $560.0K | 0.11% | −24−0.7% | Reduced |
| Parkside Financial Bank & Trust | 3,233 | $562.1K | 0.16% | −112−3.3% | Reduced |
| Montis Financial, LLC | 3,234 | $562.2K | 0.48% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,244 | $563.9K | 0.02% | +3,244 | New |
| Concord Wealth Partners | 3,246 | $564.3K | 0.17% | −490−13.1% | Reduced |
| Nicolet Bankshares Inc | 3,256 | $566.0K | 0.19% | +29+0.9% | Added |
| Successful Portfolios LLC | 3,276 | $569.0K | 0.37% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $569.1K | 0.52% | – | New |
| Intrua Financial, LLC | 3,233 | $569.5K | 0.13% | +328+11.3% | Added |
| Childress Capital Advisors, LLC | 3,299 | $573.5K | 0.19% | −30−0.9% | Reduced |
| Burney Co | 3,300 | $573.7K | 0.03% | −600−15.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,305 | $574.5K | 0.16% | +165+5.3% | Added |
| Marble Harbor Investment Counsel, LLC | 3,330 | $578.9K | 0.08% | +100+3.1% | Added |
| Cornerstone Capital, Inc. | 3,332 | $579.2K | 0.07% | 00.0% | Unchanged |
| David Loasby | 3,211 | $585.2K | 0.08% | +468+17.1% | Added |
| ETF Managers Group, LLC | 3,375 | $586.7K | 0.03% | +145+4.5% | Added |
| Pacer Advisors, Inc. | 3,381 | $587.8K | 0.00% | +1,437+73.9% | Added |
| Tilt Investment Management Holdings, PBC | 3,385 | $588.4K | 0.50% | +3,385 | New |
| Powers Advisory Group, LLC | 3,391 | $589.6K | 0.43% | +65+2.0% | Added |
| AlphaMark Advisors, LLC | 3,396 | $590.0K | 0.30% | −121−3.4% | Reduced |
| Royal Capital Wealth Management, LLC | 3,400 | $591.0K | 0.63% | +4+0.1% | Added |
| Northstar Advisory Group, LLC | 3,422 | $594.9K | 0.47% | −144−4.0% | Reduced |
| First Nebraska Trust Co | 3,424 | $595.2K | 0.08% | 00.0% | Unchanged |
| KWB Wealth | 3,433 | $596.8K | 0.11% | +18+0.5% | Added |
| Roble, Belko & Company, Inc | 3,432 | $597.0K | 0.13% | +10.0% | Added |
| Retirement Guys Formula LLC | 3,435 | $597.2K | 0.49% | +499+17.0% | Added |
| ERTS Wealth Advisors, LLC | 3,438 | $597.7K | 0.15% | +46+1.4% | Added |
| Harvest Fund Management Co., Ltd | 3,449 | $599.0K | 0.15% | −474−12.1% | Reduced |
| Thomasville National Bank | 3,443 | $599.0K | 0.07% | −80−2.3% | Reduced |
| Viawealth, LLC | 3,308 | $601.0K | 0.49% | +3,308 | New |
| GM Advisory Group, Inc. | 3,460 | $601.5K | 0.06% | +1,490+75.6% | Added |
| Morris Retirement Advisors, LLC | 3,476 | $604.2K | 0.48% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 3,477 | $604.4K | 0.08% | +943+37.2% | Added |
| Archer Investment Corp | 3,482 | $605.3K | 0.24% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,488 | $606.4K | 0.01% | −89−2.5% | Reduced |
| CX Institutional | 3,498 | $608.1K | 0.04% | +1,966+128.3% | Added |
| First Commonwealth Financial Corp | 3,506 | $609.5K | 0.23% | +152+4.5% | Added |
| SFMG, LLC | 3,510 | $610.2K | 0.07% | +159+4.7% | Added |
| Sterling Financial Planning, Inc. | 3,524 | $612.7K | 0.37% | −225−6.0% | Reduced |
| Busey Wealth Management | 3,532 | $614.0K | 0.03% | −331−8.6% | Reduced |
| Atlas Private Wealth Management | 3,537 | $614.8K | 0.28% | +963+37.4% | Added |
| Versant Capital Management, Inc | 3,553 | $617.7K | 0.22% | −2−0.1% | Reduced |
| Kolinsky Wealth Management, LLC | 3,557 | $618.0K | 0.71% | +377+11.9% | Added |
| Defined Wealth Management, LLC | 3,556 | $618.2K | 0.58% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,559 | $618.7K | 0.24% | +49+1.4% | Added |
| Pathway Financial Advisors LLC | 3,560 | $618.9K | 0.19% | −7,246−67.1% | Reduced |
| IFG Advisors, LLC | 3,565 | $619.7K | 0.27% | +10+0.3% | Added |
| Ancora Advisors, LLC | 3,568 | $620.0K | 0.02% | +14+0.4% | Added |
| Summit X, LLC | 3,393 | $620.0K | 0.18% | −202−5.6% | Reduced |
| Inceptionr LLC | 3,570 | $620.6K | 0.33% | +3,570 | New |
| Golden Green, Inc. | 3,578 | $622.0K | 0.64% | +3,578 | New |
| Summit Asset Management, LLC | 3,579 | $622.2K | 0.18% | 00.0% | Unchanged |
| Field & Main Bank | 3,590 | $624.1K | 0.40% | −85−2.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,591 | $624.2K | 0.49% | −21−0.6% | Reduced |
| Pflug Koory, LLC | 3,598 | $625.0K | 0.35% | −25−0.7% | Reduced |
| Corrado Advisors, LLC | 3,597 | $625.3K | 0.44% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,603 | $627.0K | 0.15% | +175+5.1% | Added |
| Baker Ellis Asset Management LLC | 3,610 | $627.6K | 0.12% | −100−2.7% | Reduced |
| Family Legacy, Inc. | 3,539 | $628.0K | 0.27% | −15−0.4% | Reduced |
| First International Bank & Trust | 3,626 | $630.0K | 0.21% | −282−7.2% | Reduced |
| Claro Advisors LLC | 3,628 | $630.7K | 0.21% | +323+9.8% | Added |
| Patten Group, Inc. | 3,631 | $631.3K | 0.20% | −70−1.9% | Reduced |
| Liberty Capital Management, Inc. | 3,654 | $635.2K | 0.22% | −150−3.9% | Reduced |
| Capital Wealth Planning, LLC | 3,661 | $636.5K | 0.01% | −1,590,298−99.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,671 | $638.1K | 0.02% | −84−2.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,686 | $640.7K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 3,698 | $642.9K | 0.47% | −253−6.4% | Reduced |
| Spire Wealth Management | 3,700 | $643.0K | 0.04% | +458+14.1% | Added |
| Terra Nova Asset Management LLC | 3,713 | $645.5K | 0.68% | −102−2.7% | Reduced |
| Verus Capital Partners, LLC | 3,719 | $646.5K | 0.12% | +1,045+39.1% | Added |
| Curbstone Financial Management Corp | 3,732 | $649.0K | 0.16% | +1,050+39.1% | Added |
| Drive Wealth Management, LLC | 3,771 | $655.6K | 0.33% | +1,141+43.4% | Added |