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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 10,214 | $1.78M | 0.19% | +6,988+216.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,176 | $1.77M | 0.20% | 00.0% | Unchanged |
| One River Asset Management, LLC | 10,019 | $1.76M | 1.21% | +10,019 | New |
| Ronald Blue Trust, Inc. | 10,853 | $1.75M | 0.03% | +5,688+110.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 10,038 | $1.75M | 1.54% | +255+2.6% | Added |
| Cora Capital Advisors LLC | 10,034 | $1.74M | 1.20% | +10,034 | New |
| NorthRock Partners, LLC | 10,025 | $1.74M | 0.20% | −52−0.5% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.74M | 0.20% | 00.0% | Unchanged |
| United Community Bank | 9,996 | $1.74M | 1.68% | −247−2.4% | Reduced |
| Hudson Canyon Capital Management | 9,950 | $1.73M | 1.60% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 9,879 | $1.72M | 1.05% | +2,305+30.4% | Added |
| Advance Capital Management, Inc. | 9,871 | $1.72M | 0.23% | −169−1.7% | Reduced |
| Fayez Sarofim & Co | 9,852 | $1.71M | 0.01% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 9,813 | $1.71M | 0.87% | +159+1.6% | Added |
| Aberdeen Wealth Management LLC | 9,791 | $1.70M | 1.28% | +20.0% | Added |
| Phoenix Wealth Advisors | 9,775 | $1.70M | 1.02% | −655−6.3% | Reduced |
| Ethic Inc. | 9,749 | $1.69M | 0.09% | +3,423+54.1% | Added |
| Meeder Advisory Services, Inc. | 9,729 | $1.69M | 0.21% | +9,729 | New |
| Moneywise, Inc. | 9,701 | $1.69M | 1.26% | −12−0.1% | Reduced |
| Redwood Investment Management, LLC | 9,678 | $1.68M | 0.22% | +8,183+547.4% | Added |
| Caldwell Trust Co | 9,666 | $1.68M | 0.24% | +326+3.5% | Added |
| Brighton Jones LLC | 9,641 | $1.68M | 0.10% | +3,507+57.2% | Added |
| Balentine LLC | 9,608 | $1.67M | 0.06% | +1,513+18.7% | Added |
| Belpointe Asset Management LLC | 9,584 | $1.67M | 0.10% | +334+3.6% | Added |
| Hilltop Holdings Inc. | 9,519 | $1.65M | 0.21% | +454+5.0% | Added |
| High Net Worth Advisory Group LLC | 9,499 | $1.65M | 0.64% | +75+0.8% | Added |
| Slow Capital, Inc. | 9,486 | $1.65M | 0.37% | +701+8.0% | Added |
| Providence Capital Advisors, LLC | 9,484 | $1.65M | 0.45% | −132−1.4% | Reduced |
| Ascension Asset Management LLC | 9,483 | $1.65M | 1.19% | 00.0% | Unchanged |
| Wahed Invest LLC | 9,464 | $1.65M | 0.85% | +1,095+13.1% | Added |
| Ameritas Investment Partners, Inc. | 9,080 | $1.64M | 0.07% | −199−2.1% | Reduced |
| IHT Wealth Management, LLC | 9,379 | $1.63M | 0.10% | +763+8.9% | Added |
| CAPROCK Group, Inc. | 9,377 | $1.63M | 0.15% | −405−4.1% | Reduced |
| Werlinich Asset Management, LLC | 9,360 | $1.63M | 1.51% | +140+1.5% | Added |
| Stoneridge Investment Partners LLC | 9,357 | $1.63M | 0.90% | +3,897+71.4% | Added |
| RFG Advisory, LLC | 8,464 | $1.62M | 0.08% | +1,108+15.1% | Added |
| Schechter Investment Advisors, LLC | 9,325 | $1.62M | 0.15% | +750+8.7% | Added |
| Momentum Advisors, LLC | 9,303 | $1.62M | 1.64% | +40.0% | Added |
| Resources Investment Advisors, LLC. | 9,249 | $1.61M | 0.05% | +940+11.3% | Added |
| Gries Financial LLC | 9,188 | $1.60M | 0.53% | +9,188 | New |
| Summit Financial, LLC | 9,181 | $1.60M | 0.15% | −157−1.7% | Reduced |
| Patriot Investment Management Inc. | 8,753 | $1.59M | 0.14% | −472−5.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,152 | $1.59M | 0.53% | −61−0.7% | Reduced |
| Fundamentun, LLC | 9,112 | $1.58M | 0.28% | +128+1.4% | Added |
| Cigna Investments Inc | 9,106 | $1.58M | 0.33% | +56+0.6% | Added |
| First Horizon Advisors, Inc. | 9,085 | $1.58M | 0.06% | −798−8.1% | Reduced |
| Gratus Capital LLC | 9,082 | $1.58M | 0.13% | −243−2.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,075 | $1.58M | 0.13% | +2,237+32.7% | Added |
| SOA Wealth Advisors, LLC. | 9,068 | $1.58M | 0.42% | −21−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,033 | $1.57M | 0.23% | +1,572+21.1% | Added |
| Dakota Wealth Management | 9,026 | $1.57M | 0.11% | +140+1.6% | Added |
| Moloney Securities Asset Management, LLC | 9,021 | $1.57M | 0.35% | −14−0.2% | Reduced |
| LGT Fund Management Co Ltd. | 9,000 | $1.56M | 0.68% | +9,000 | New |
| Hutner Capital Management Inc | 8,998 | $1.56M | 0.97% | +92+1.0% | Added |
| Pacific Global Investment Management CO | 8,981 | $1.56M | 0.35% | +20.0% | Added |
| Petredis Investment Advisors LLC | 8,927 | $1.55M | 0.28% | +8,927 | New |
| Financial Consulate, Inc | 8,889 | $1.55M | 0.54% | −10−0.1% | Reduced |
| Applied Capital LLC | 8,884 | $1.54M | 1.54% | +8,884 | New |
| Trustcore Financial Services, LLC | 8,797 | $1.53M | 0.13% | +77+0.9% | Added |
| Voya Financial Advisors, Inc. | 8,675 | $1.52M | 0.20% | −1,027−10.6% | Reduced |
| Wrapmanager Inc | 8,710 | $1.51M | 0.49% | +662+8.2% | Added |
| Clearstead Advisors, LLC | 8,696 | $1.51M | 0.12% | −468−5.1% | Reduced |
| Carson Advisory Inc. | 8,695 | $1.51M | 1.45% | +462+5.6% | Added |
| K.J. Harrison & Partners Inc | 6,415 | $1.51M | 0.30% | +2,997+87.7% | Added |
| Ingalls & Snyder LLC | 8,677 | $1.51M | 0.08% | +3,614+71.4% | Added |
| Virtu Financial LLC | 8,672 | $1.51M | 0.20% | −20,582−70.4% | Reduced |
| IMS Capital Management | 8,634 | $1.50M | 0.96% | +77+0.9% | Added |
| Fiduciary Trust Co | 8,572 | $1.49M | 0.03% | −844−9.0% | Reduced |
| AIA Group Ltd | 8,526 | $1.48M | 0.09% | +6,297+282.5% | Added |
| Sawtooth Solutions, LLC | 8,519 | $1.48M | 0.20% | −1,568−15.5% | Reduced |
| Great Lakes Advisors, LLC | 80,369 | $1.47M | 0.08% | −9,347−10.4% | Reduced |
| AFS Financial Group, LLC | 8,382 | $1.46M | 1.04% | +8,382 | New |
| Wolff Wiese Magana LLC | 8,332 | $1.45M | 1.24% | +88+1.1% | Added |
| TrimTabs Asset Management, LLC | 8,332 | $1.45M | 0.94% | +183+2.2% | Added |
| HighTower Trust Services, LTA | 8,288 | $1.44M | 0.14% | +1,412+20.5% | Added |
| Bigelow Investment Advisors, LLC | 8,263 | $1.44M | 0.83% | −5−0.1% | Reduced |
| Benjamin Edwards Inc | 8,255 | $1.44M | 0.38% | +409+5.2% | Added |
| Raab & Moskowitz Asset Management LLC | 8,241 | $1.43M | 0.54% | +116+1.4% | Added |
| Paralel Advisors LLC | 8,223 | $1.43M | 0.08% | +8,223 | New |
| Independent Financial Group, LLC | 8,181 | $1.42M | 0.12% | +35+0.4% | Added |
| YorkBridge Wealth Partners, LLC | 8,166 | $1.42M | 0.36% | +81+1.0% | Added |
| Spears Abacus Advisors LLC | 8,147 | $1.42M | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,115 | $1.41M | 0.09% | +1,482+22.3% | Added |
| Taylor Hoffman Wealth Management | 8,108 | $1.41M | 0.86% | +8,108 | New |
| Q Capital Solutions | 8,105 | $1.41M | 2.79% | +8,105 | New |
| SeaCrest Wealth Management, LLC | 8,069 | $1.40M | 0.20% | +1,110+16.0% | Added |
| Fund Management at Engine No. 1 LLC | 8,034 | $1.40M | 0.34% | +998+14.2% | Added |
| Financial Architects, Inc | 8,020 | $1.39M | 0.23% | +29+0.4% | Added |
| Diversified Trust Co | 8,005 | $1.39M | 0.06% | +1,064+15.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.39M | 0.58% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 7,981 | $1.39M | 0.42% | +347+4.5% | Added |
| Marex Group plc | 7,981 | $1.39M | 0.20% | +7,981 | New |
| Alpha Omega Wealth Management LLC | 7,963 | $1.38M | 0.25% | −137−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,926 | $1.38M | 0.20% | +1,273+19.1% | Added |
| Silvant Capital Management LLC | 7,923 | $1.38M | 0.10% | −27−0.3% | Reduced |
| Mission Wealth Management, LP | 7,899 | $1.37M | 0.07% | +14+0.2% | Added |
| Amplius Wealth Advisors, LLC | 7,889 | $1.37M | 0.22% | −464−5.6% | Reduced |
| Strengthening Families & Communities, LLC | 7,877 | $1.37M | 0.82% | +238+3.1% | Added |
| Trust Co of Virginia | 7,875 | $1.37M | 0.16% | +181+2.4% | Added |
| ICA Group Wealth Management, LLC | 7,829 | $1.36M | 0.32% | −2,758−26.1% | Reduced |