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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 3,779 | $656.9K | 0.28% | −224−5.6% | Reduced |
| Kingfisher Capital LLC | 3,781 | $657.0K | 0.17% | +2+0.1% | Added |
| Vista Investment Management | 3,782 | $657.4K | 0.38% | +1,025+37.2% | Added |
| Edgestream Partners, L.P. | 3,784 | $657.8K | 0.07% | +2,085+122.7% | Added |
| Compass Wealth Management LLC | 3,796 | $659.9K | 0.22% | +3,796 | New |
| World Equity Group, Inc. | 3,801 | $660.7K | 0.16% | +161+4.4% | Added |
| Hengehold Capital Management LLC | 3,803 | $661.0K | 0.09% | +298+8.5% | Added |
| Simon Quick Advisors, LLC | 3,805 | $661.5K | 0.08% | +188+5.2% | Added |
| AXS Investments LLC | 3,822 | $664.4K | 0.24% | −5,817−60.3% | Reduced |
| Naviter Wealth, LLC | 3,696 | $665.2K | 0.18% | +746+25.3% | Added |
| Diamant Asset Management, Inc. | 3,841 | $667.7K | 0.60% | +91+2.4% | Added |
| Penserra Capital Management LLC | 3,849 | $668.0K | 0.01% | −485,258−99.2% | Reduced |
| Absher Wealth Management, LLC | 3,843 | $668.1K | 0.12% | +1,400+57.3% | Added |
| Clear Street Markets LLC | 3,865 | $672.0K | 0.14% | −359−8.5% | Reduced |
| Teza Capital Management LLC | 3,885 | $675.4K | 0.13% | +1,626+72.0% | Added |
| Occidental Asset Management, LLC | 3,923 | $682.0K | 0.19% | +1,576+67.1% | Added |
| Cavalier Investments, LLC | 3,932 | $683.5K | 0.25% | −252−6.0% | Reduced |
| Longfellow Investment Management Co LLC | 3,944 | $685.6K | 0.16% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,957 | $687.9K | 0.83% | −233−5.6% | Reduced |
| Amica Retiree Medical Trust | 3,964 | $689.0K | 0.88% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,797 | $691.0K | 0.12% | −131−3.3% | Reduced |
| Raleigh Capital Management Inc. | 3,987 | $693.2K | 0.36% | +363+10.0% | Added |
| Knightsbridge Asset Management, LLC | 3,994 | $694.0K | 0.13% | +2,594+185.3% | Added |
| Proequities, Inc. | 3,998 | $695.1K | 0.06% | +164+4.3% | Added |
| Insigneo Advisory Services, LLC | 4,004 | $696.0K | 0.26% | +4,004 | New |
| Elk River Wealth Management, LLC | 4,014 | $697.8K | 0.17% | −650−13.9% | Reduced |
| Continuum Advisory, LLC | 4,019 | $698.7K | 0.13% | +815+25.4% | Added |
| Wilkinson Global Asset Management LLC | 4,027 | $700.1K | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,031 | $700.7K | 0.01% | −15,045−78.9% | Reduced |
| Grove Bank & Trust | 4,050 | $704.0K | 0.16% | +321+8.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,052 | $704.4K | 0.16% | +566+16.2% | Added |
| DuPont Capital Management Corp | 4,061 | $706.0K | 0.03% | −2,183−35.0% | Reduced |
| Signet Financial Management, LLC | 4,067 | $707.0K | 0.13% | −166−3.9% | Reduced |
| Altus Wealth Group LLC | 4,075 | $708.4K | 0.54% | +264+6.9% | Added |
| Barr E S & Co | 4,077 | $708.7K | 0.06% | −12−0.3% | Reduced |
| Trinity Financial Advisors LLC | 4,080 | $709.2K | 0.47% | −129−3.1% | Reduced |
| Salvus Wealth Management, LLC | 4,098 | $712.4K | 0.65% | +28+0.7% | Added |
| S.A. Mason LLC | 4,111 | $714.7K | 0.54% | −25−0.6% | Reduced |
| Grandview Asset Management LLC | 4,111 | $715.0K | 0.45% | −20.0% | Reduced |
| Acropolis Investment Management, LLC | 4,114 | $715.2K | 0.06% | −30−0.7% | Reduced |
| Tobam | 4,121 | $716.0K | 0.05% | −25,495−86.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,121 | $716.0K | 0.23% | +22+0.5% | Added |
| Greenwich Wealth Management LLC | 4,119 | $716.0K | 0.08% | +45+1.1% | Added |
| S&CO Inc | 4,130 | $717.0K | 0.06% | −20−0.5% | Reduced |
| Thrive Wealth Management, LLC | 4,128 | $717.5K | 0.21% | +428+11.6% | Added |
| Kanawha Capital Management LLC | 4,142 | $720.0K | 0.07% | +430+11.6% | Added |
| Chicago Partners Investment Group LLC | 3,826 | $720.4K | 0.04% | −347−8.3% | Reduced |
| Glen Eagle Advisors, LLC | 4,150 | $721.4K | 0.20% | −25−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,615 | $725.6K | 0.08% | +1,791+63.4% | Added |
| Covenant Partners, LLC | 4,188 | $728.0K | 0.29% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,188 | $728.0K | 0.13% | +60+1.5% | Added |
| Ritholtz Wealth Management | 4,197 | $729.6K | 0.04% | −4,656−52.6% | Reduced |
| Profit Investment Management, LLC | 4,237 | $736.6K | 0.52% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,706 | $736.9K | 0.54% | +1,506+35.9% | Added |
| Forum Financial Management, LP | 4,245 | $738.0K | 0.02% | +174+4.3% | Added |
| Cohen Capital Management, Inc. | 4,250 | $738.8K | 0.15% | 00.0% | Unchanged |
| F3Logic, LLC | 4,283 | $745.1K | 0.16% | −324−7.0% | Reduced |
| Gallagher Benefit Services, Inc. | 4,283 | $745.1K | 0.16% | +4,283 | New |
| Capital Advisory Group Advisory Services, LLC | 4,292 | $746.1K | 0.51% | −305−6.6% | Reduced |
| Trustco Bank Corp N Y | 4,310 | $749.3K | 0.83% | −12−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 4,316 | $750.3K | 0.24% | −4,328−50.1% | Reduced |
| Ignite Planners, LLC | 4,129 | $751.9K | 0.31% | +4,129 | New |
| Moneta Group Investment Advisors LLC | 4,066 | $753.1K | 0.02% | +86+2.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,342 | $754.8K | 0.13% | −1,509−25.8% | Reduced |
| Asset Allocation & Management Company, LLC | 4,342 | $755.0K | 0.29% | −538−11.0% | Reduced |
| Sweet Financial Partners, LLC | 4,350 | $756.1K | 0.22% | +727+20.1% | Added |
| Ferguson Wellman Capital Management, Inc | 4,371 | $760.0K | 0.02% | +487+12.5% | Added |
| McAdam, LLC | 3,552 | $761.0K | 0.08% | −76−2.1% | Reduced |
| Park Place Capital Corp | 4,378 | $761.0K | 0.21% | +4,378 | New |
| Cribstone Capital Management, LLC | 4,404 | $765.6K | 0.45% | +561+14.6% | Added |
| JFS Wealth Advisors, LLC | 4,415 | $767.5K | 0.08% | −194−4.2% | Reduced |
| HM Payson & Co | 4,418 | $767.9K | 0.02% | +99+2.3% | Added |
| Annex Advisory Services, LLC | 4,433 | $770.6K | 0.04% | −318−6.7% | Reduced |
| Avantax Planning Partners, Inc. | 4,440 | $771.8K | 0.03% | −131−2.9% | Reduced |
| Meridian Wealth Advisors, LLC | 4,461 | $775.5K | 0.20% | +88+2.0% | Added |
| SBB Research Group LLC | 4,467 | $776.5K | 1.12% | +37+0.8% | Added |
| Kovack Advisors, Inc. | 4,478 | $778.5K | 0.11% | −218−4.6% | Reduced |
| Mendel Money Management | 4,489 | $780.4K | 0.44% | −75−1.6% | Reduced |
| Investors Asset Management of Georgia Inc | 4,497 | $781.8K | 0.41% | +35+0.8% | Added |
| Oakworth Capital, Inc. | 4,517 | $785.2K | 0.08% | +54+1.2% | Added |
| Principle Wealth Partners LLC | 4,527 | $787.0K | 0.09% | −90−1.9% | Reduced |
| Eqis Capital Management, Inc. | 4,532 | $787.9K | 0.09% | −246−5.1% | Reduced |
| WestHill Financial Advisors, Inc. | 4,543 | $789.7K | 0.25% | +20.0% | Added |
| Delta Financial Group, Inc. | 4,467 | $790.0K | 0.35% | +4,467 | New |
| Credential Qtrade Securities Inc. | 4,555 | $791.8K | 0.06% | −1,480−24.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,559 | $792.6K | 0.24% | +107+2.4% | Added |
| DAGCO, Inc. | 4,570 | $794.4K | 0.46% | +3+0.1% | Added |
| Hirtle Callaghan & Co LLC | 4,586 | $797.2K | 0.05% | +4,586 | New |
| Harrison & Co Wealth Management, LLC | 4,600 | $799.7K | 0.77% | +86+1.9% | Added |
| swisspartners Ltd. | 4,600 | $799.7K | 1.02% | 00.0% | Unchanged |
| First County Bank | 4,607 | $800.9K | 0.38% | +4,607 | New |
| Stableford Capital II LLC | 4,413 | $801.8K | 0.43% | −7−0.2% | Reduced |
| MTM Investment Management, LLC | 4,618 | $802.8K | 0.42% | −20−0.4% | Reduced |
| Shelton Capital Management | 4,621 | $803.3K | 0.08% | −571−11.0% | Reduced |
| West Paces Advisors Inc. | 4,625 | $804.0K | 0.26% | +139+3.1% | Added |
| Pittenger & Anderson Inc | 4,631 | $805.1K | 0.04% | +1,379+42.4% | Added |
| Johnson Financial Group, Inc. | 4,634 | $805.6K | 0.06% | −257−5.3% | Reduced |
| Lantz Financial LLC | 4,648 | $808.0K | 0.37% | +15+0.3% | Added |
| Virtus ETF Advisers LLC | 4,666 | $811.1K | 0.42% | +1,033+28.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,441 | $812.5K | 0.50% | +94+2.2% | Added |