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
- 2,236
- +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
- 955 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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 13,334 | $2.32M | 0.40% | +557+4.4% | Added |
| Institute for Wealth Management, LLC. | 13,216 | $2.30M | 0.49% | +85+0.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,191 | $2.29M | 0.75% | +148+1.1% | Added |
| AMG National Trust Bank | 13,120 | $2.28M | 0.08% | +79+0.6% | Added |
| Arrow Financial Corp | 13,086 | $2.28M | 0.31% | −27−0.2% | Reduced |
| Bailard, Inc. | 13,087 | $2.28M | 0.09% | −318−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 13,084 | $2.27M | 0.25% | +470+3.7% | Added |
| Trust Co of Vermont | 13,022 | $2.26M | 0.17% | −157−1.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,011 | $2.26M | 0.28% | +1,433+12.4% | Added |
| Mengis Capital Management, Inc. | 12,931 | $2.25M | 0.49% | −443−3.3% | Reduced |
| Banque Pictet & Cie SA | 12,918 | $2.25M | 0.02% | +650+5.3% | Added |
| ProVise Management Group, LLC | 12,908 | $2.24M | 0.23% | +4,876+60.7% | Added |
| Integrated Advisors Network LLC | 12,887 | $2.24M | 0.14% | +338+2.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,284 | $2.24M | 0.98% | +137+1.1% | Added |
| Tealwood Asset Management Inc | 12,854 | $2.23M | 1.17% | −545−4.1% | Reduced |
| Verition Fund Management LLC | 12,754 | $2.22M | 0.04% | −14,163−52.6% | Reduced |
| Rossmore Private Capital | 12,753 | $2.22M | 0.35% | +644+5.3% | Added |
| Avidian Wealth Solutions, LLC | 12,736 | $2.21M | 0.14% | −110−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 12,701 | $2.21M | 0.06% | +1,256+11.0% | Added |
| Investmark Advisory Group LLC | 12,679 | $2.20M | 1.63% | +1,047+9.0% | Added |
| Easterly Investment Partners LLC | 12,664 | $2.20M | 0.19% | +4,294+51.3% | Added |
| Northcape Wealth Management, LLC | 12,620 | $2.19M | 1.22% | −2,498−16.5% | Reduced |
| Gofen & Glossberg LLC | 12,565 | $2.18M | 0.06% | +2,223+21.5% | Added |
| Benedetti & Gucer, Inc. | 12,531 | $2.18M | 1.59% | +10.0% | Added |
| IFP Advisors, Inc | 18,325 | $2.17M | 0.07% | −1,599−8.0% | Reduced |
| JLB & Associates Inc | 12,496 | $2.17M | 0.35% | +639+5.4% | Added |
| DFPG Investments, LLC | 11,896 | $2.17M | 0.36% | +11,896 | New |
| Howland Capital Management LLC | 12,467 | $2.17M | 0.13% | −50−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,456 | $2.17M | 0.15% | +1,061+9.3% | Added |
| Mill Capital Management, LLC | 12,450 | $2.16M | 0.24% | −10.0% | Reduced |
| Gamble Jones Investment Counsel | 12,427 | $2.16M | 0.16% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 12,349 | $2.15M | 0.05% | −24,933−66.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,345 | $2.15M | 0.02% | +35+0.3% | Added |
| Sterneck Capital Management, LLC | 12,334 | $2.14M | 1.42% | −36−0.3% | Reduced |
| Hunter Associates Investment Management LLC | 12,332 | $2.14M | 0.52% | −1,500−10.8% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $2.14M | 0.08% | +12,300 | New |
| Wimmer Associates 1, LLC | 12,281 | $2.13M | 1.41% | +75+0.6% | Added |
| Old National Bancorp | 12,249 | $2.13M | 0.07% | +702+6.1% | Added |
| L.M. Kohn & Company | 12,228 | $2.13M | 0.99% | +243+2.0% | Added |
| Azzad Asset Management Inc | 12,144 | $2.11M | 0.33% | +362+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 12,122 | $2.11M | 0.39% | +3,448+39.8% | Added |
| Court Place Advisors, LLC | 12,085 | $2.10M | 0.76% | +40.0% | Added |
| Northeast Financial Consultants Inc | 12,044 | $2.09M | 0.14% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,043 | $2.09M | 0.09% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 12,033 | $2.09M | 1.51% | 00.0% | Unchanged |
| Pensionfund Sabic | 12,000 | $2.09M | 0.68% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 11,624 | $2.08M | 0.94% | +3,620+45.2% | Added |
| Kiley Juergens Wealth Management, LLC | 11,945 | $2.08M | 0.87% | −536−4.3% | Reduced |
| Cypress Capital, LLC | 11,929 | $2.07M | 0.65% | +113+1.0% | Added |
| Perigon Wealth Management, LLC | 11,864 | $2.06M | 0.13% | +5,392+83.3% | Added |
| Cooke & Bieler LP | 11,856 | $2.06M | 0.02% | −934−7.3% | Reduced |
| StoneX Group Inc. | 11,852 | $2.06M | 0.24% | +415+3.6% | Added |
| Am Investment Strategies LLC | 11,841 | $2.06M | 0.73% | −177−1.5% | Reduced |
| Gifford Fong Associates | 11,800 | $2.05M | 0.47% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 11,571 | $2.05M | 0.04% | −666−5.4% | Reduced |
| Optimum Investment Advisors | 11,737 | $2.04M | 1.11% | −99−0.8% | Reduced |
| Central Trust Co | 11,646 | $2.02M | 0.06% | +2,041+21.2% | Added |
| Tokio Marine Asset Management Co Ltd | 11,609 | $2.02M | 0.16% | +830+7.7% | Added |
| Terry L. Blaker | 11,589 | $2.01M | 0.18% | +5,692+96.5% | Added |
| BerganKDV Wealth Management, LLC | 11,544 | $2.01M | 0.22% | +11,073+2,351.0% | Added |
| Financial Partners Group, LLC | 11,531 | $2.00M | 1.18% | +11,531 | New |
| Pitcairn Co | 11,519 | $2.00M | 0.20% | +187+1.7% | Added |
| Trustmark National Bank Trust Department | 11,495 | $2.00M | 0.18% | +4,188+57.3% | Added |
| Excalibur Management Corp | 11,480 | $2.00M | 1.04% | −137−1.2% | Reduced |
| WBI Investments | 11,454 | $1.99M | 0.43% | +11,454 | New |
| Hedges Asset Management LLC | 11,428 | $1.99M | 1.77% | 00.0% | Unchanged |
| Quilter Plc | 11,330 | $1.97M | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,263 | $1.96M | 0.09% | +752+7.2% | Added |
| Gabelli Funds LLC | 11,225 | $1.95M | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,204 | $1.95M | 0.01% | +461+4.3% | Added |
| Loudon Investment Management, LLC | 11,151 | $1.94M | 1.40% | −578−4.9% | Reduced |
| Commerzbank Aktiengesellschaft | 11,101 | $1.93M | 0.12% | +1,396+14.4% | Added |
| Cresset Asset Management, LLC | 13,303 | $1.92M | 0.02% | +3,503+35.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,030 | $1.92M | 1.11% | +11,030 | New |
| Wealth Alliance | 11,008 | $1.91M | 0.34% | +1,401+14.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $1.91M | 1.71% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 10,981 | $1.91M | 1.24% | −4,632−29.7% | Reduced |
| BKD Wealth Advisors, LLC | 10,978 | $1.91M | 0.07% | +144+1.3% | Added |
| Proquility Private Wealth Partners, LLC | 10,926 | $1.90M | 0.78% | −172−1.5% | Reduced |
| Beacon Investment Advisors LLC | 10,909 | $1.90M | 1.58% | +10,909 | New |
| Global Retirement Partners, LLC | 10,843 | $1.88M | 0.13% | +1,226+12.7% | Added |
| Cornerstone Investment Partners, LLC | 10,789 | $1.88M | 0.12% | +19+0.2% | Added |
| Apollon Wealth Management, LLC | 10,760 | $1.87M | 0.13% | −495−4.4% | Reduced |
| Park Avenue Securities LLC | 10,738 | $1.87M | 0.03% | −1,226−10.2% | Reduced |
| Change Path, LLC | 10,727 | $1.86M | 0.10% | +1,237+13.0% | Added |
| Deane Retirement Strategies, Inc. | 10,698 | $1.86M | 1.04% | −50−0.5% | Reduced |
| Sage Capital Advisors,llc | 10,599 | $1.84M | 0.81% | +9,099+606.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,587 | $1.84M | 1.34% | −194−1.8% | Reduced |
| Twin Capital Management Inc | 10,572 | $1.84M | 0.24% | −15−0.1% | Reduced |
| Chicago Trust Co NA | 10,558 | $1.84M | 0.46% | −2,330−18.1% | Reduced |
| Neville Rodie & Shaw Inc | 10,560 | $1.84M | 0.17% | −400−3.6% | Reduced |
| Modus Advisors, LLC | 10,478 | $1.82M | 0.88% | +738+7.6% | Added |
| Sandy Spring Bank | 10,370 | $1.80M | 0.11% | −165−1.6% | Reduced |
| Private Trust Co NA | 10,358 | $1.80M | 0.27% | −402−3.7% | Reduced |
| Horan Securities, Inc. | 10,357 | $1.80M | 1.01% | +14+0.1% | Added |
| Norway Savings Bank | 10,322 | $1.79M | 0.91% | +29+0.3% | Added |
| Worldquant Millennium Advisors LLC | 10,283 | $1.79M | 0.04% | +10,283 | New |
| Convergence Investment Partners, LLC | 10,256 | $1.78M | 1.06% | +496+5.1% | Added |
| JT Stratford LLC | 10,247 | $1.78M | 0.57% | +4,526+79.1% | Added |
| Caliber Wealth Management, LLC | 10,231 | $1.78M | 1.36% | −80−0.8% | Reduced |