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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 7,803 | $1.36M | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 7,795 | $1.36M | 0.27% | −847−9.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.35M | 1.36% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,723 | $1.34M | 0.33% | −292−3.6% | Reduced |
| Symmetry Partners, LLC | 7,703 | $1.34M | 0.08% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 7,682 | $1.34M | 0.79% | +418+5.8% | Added |
| Boston Family Office LLC | 7,676 | $1.33M | 0.11% | +2,368+44.6% | Added |
| Private Portfolio Partners LLC | 7,639 | $1.33M | 0.35% | +237+3.2% | Added |
| SevenBridge Financial Group, LLC | 7,615 | $1.32M | 0.39% | −65−0.8% | Reduced |
| Accuvest Global Advisors | 7,584 | $1.32M | 0.44% | +4,179+122.7% | Added |
| Harrington Investments, INC | 7,579 | $1.32M | 0.95% | −1,118−12.9% | Reduced |
| Hexagon Capital Partners LLC | 7,568 | $1.32M | 0.38% | −563−6.9% | Reduced |
| WT Wealth Management | 7,524 | $1.31M | 0.64% | +335+4.7% | Added |
| Monetary Management Group Inc | 7,516 | $1.31M | 0.41% | +3,425+83.7% | Added |
| MSH Capital Advisors LLC | 7,512 | $1.31M | 0.59% | +219+3.0% | Added |
| Constitution Capital LLC | 7,484 | $1.30M | 0.80% | −26−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 7,479 | $1.30M | 0.82% | +312+4.4% | Added |
| Nwam LLC | 7,464 | $1.30M | 0.11% | −65−0.9% | Reduced |
| Hancock Whitney Corp | 7,446 | $1.29M | 0.05% | −245−3.2% | Reduced |
| Lakewood Asset Management LLC | 7,440 | $1.29M | 1.05% | +7,440 | New |
| DF Dent & Co Inc | 7,429 | $1.29M | 0.02% | +1,307+21.3% | Added |
| Financial Advisory Service, Inc. | 7,423 | $1.29M | 0.15% | +950+14.7% | Added |
| Williams Jones Wealth Management, LLC. | 7,417 | $1.29M | 0.02% | +30+0.4% | Added |
| Eldridge Investment Advisors, Inc. | 7,402 | $1.29M | 0.45% | +30.0% | Added |
| V Wealth Advisors LLC | 7,380 | $1.28M | 0.27% | +1,409+23.6% | Added |
| Intrust Bank NA | 7,380 | $1.28M | 0.18% | +1,019+16.0% | Added |
| Csenge Advisory Group | 7,378 | $1.28M | 0.10% | −1,332−15.3% | Reduced |
| Parsons Capital Management Inc | 7,375 | $1.28M | 0.11% | +18+0.2% | Added |
| Mitchell Sinkler & Starr | 7,374 | $1.28M | 0.41% | +385+5.5% | Added |
| Arnhold LLC | 7,370 | $1.28M | 0.16% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,344 | $1.28M | 0.37% | +54+0.7% | Added |
| TFG Advisers LLC | 7,337 | $1.28M | 0.65% | +83+1.1% | Added |
| Guardian Capital Advisors LP | 6,970 | $1.28M | 0.14% | −25−0.4% | Reduced |
| AIMZ Investment Advisors, LLC | 7,325 | $1.27M | 0.60% | 00.0% | Unchanged |
| Simmons Bank | 7,269 | $1.26M | 0.11% | −94−1.3% | Reduced |
| Royal Fund Management, LLC | 7,257 | $1.26M | 0.21% | +293+4.2% | Added |
| Paragon Private Wealth Management, LLC | 7,234 | $1.26M | 1.13% | +56+0.8% | Added |
| Old Second National Bank of Aurora | 7,210 | $1.25M | 0.37% | +6,655+1,199.1% | Added |
| Old Port Advisors | 7,175 | $1.25M | 0.47% | +314+4.6% | Added |
| First Financial Bank - Trust Division | 7,148 | $1.24M | 0.13% | +930+15.0% | Added |
| First Hawaiian Bank | 7,118 | $1.24M | 0.04% | −346−4.6% | Reduced |
| Northwest & Ethical Investments L.P. | 7,088 | $1.23M | 0.04% | −1,497−17.4% | Reduced |
| Highland Capital Management, LLC | 7,086 | $1.23M | 0.09% | −63−0.9% | Reduced |
| Bank of Hawaii | 7,079 | $1.23M | 0.08% | +9+0.1% | Added |
| Checchi Capital Advisers, LLC | 7,064 | $1.23M | 0.13% | −1,778−20.1% | Reduced |
| Affinity Wealth Management LLC | 7,064 | $1.23M | 0.29% | −50−0.7% | Reduced |
| Davidson Capital Management Inc. | 7,051 | $1.23M | 0.84% | −214−2.9% | Reduced |
| Erste Asset Management GmbH | 6,957 | $1.22M | 0.03% | −361−4.9% | Reduced |
| Essex Financial Services, Inc. | 7,028 | $1.22M | 0.13% | −109−1.5% | Reduced |
| Clarius Group, LLC | 7,006 | $1.22M | 0.11% | −85−1.2% | Reduced |
| 1st Source Bank | 7,004 | $1.22M | 0.08% | −114−1.6% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.22M | 0.32% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,988 | $1.21M | 0.19% | +174+2.6% | Added |
| DT Investment Partners, LLC | 6,986 | $1.21M | 0.16% | +247+3.7% | Added |
| SNS Financial Group, LLC | 6,983 | $1.21M | 0.16% | −178−2.5% | Reduced |
| Equitable Holdings, Inc. | 6,969 | $1.21M | 0.02% | +154+2.3% | Added |
| Bollard Group LLC | 6,964 | $1.21M | 0.05% | +57+0.8% | Added |
| Private Wealth Strategies, L.L.C. | 6,964 | $1.21M | 0.32% | −40−0.6% | Reduced |
| Syntal Capital Partners, LLC | 6,886 | $1.20M | 0.47% | +1,143+19.9% | Added |
| Connectus Wealth, LLC | 6,883 | $1.20M | 0.03% | +6,883 | New |
| Stonnington Group, LLC | 6,694 | $1.20M | 0.33% | −2,249−25.1% | Reduced |
| Abbrea Capital, LLC | 6,878 | $1.20M | 0.22% | −130−1.9% | Reduced |
| Washington Trust Co | 6,863 | $1.19M | 0.06% | −18−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 6,766 | $1.19M | 0.10% | +427+6.7% | Added |
| First United Bank Trust | 6,861 | $1.19M | 0.58% | −402−5.5% | Reduced |
| Alaethes Wealth LLC | 6,858 | $1.19M | 0.82% | +157+2.3% | Added |
| Western Wealth Management, LLC | 6,816 | $1.19M | 0.12% | −960−12.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,785 | $1.18M | 0.34% | −260−3.7% | Reduced |
| Centaurus Financial, Inc. | 6,784 | $1.18M | 0.11% | +461+7.3% | Added |
| D.B. Root & Company, LLC | 6,780 | $1.18M | 0.50% | +428+6.7% | Added |
| AdvisorNet Financial, Inc | 6,779 | $1.18M | 0.12% | −193−2.8% | Reduced |
| Argent Advisors, Inc. | 6,771 | $1.18M | 0.61% | +185+2.8% | Added |
| Ocean Capital Management, LLC | 6,724 | $1.17M | 0.67% | −74−1.1% | Reduced |
| Barden Capital Management, Inc. | 6,669 | $1.16M | 1.19% | +737+12.4% | Added |
| Coppell Advisory Solutions LLC | 6,611 | $1.15M | 0.41% | +6,611 | New |
| Coppell Advisory Solutions Corp. | 6,611 | $1.15M | 0.41% | +6,611 | New |
| TCM Advisors, LLC | – | $1.15M | 1.19% | – | – |
| Carmel Capital Partners, LLC | 6,596 | $1.15M | 0.79% | −371−5.3% | Reduced |
| Trust Investment Advisors | 6,582 | $1.14M | 1.08% | +290+4.6% | Added |
| Buckingham Strategic Partners | 6,567 | $1.14M | 0.09% | −767−10.5% | Reduced |
| Waldron Private Wealth LLC | 7,041 | $1.14M | 0.07% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 6,534 | $1.14M | 0.40% | +684+11.7% | Added |
| Blueprint Investment Partners LLC | 6,531 | $1.14M | 0.24% | +2,843+77.1% | Added |
| Diligent Investors, LLC | 6,510 | $1.13M | 0.37% | −50−0.8% | Reduced |
| Sargent Bickham Lagudis LLC | 6,496 | $1.13M | 0.09% | +267+4.3% | Added |
| Corundum Group, Inc. | 6,488 | $1.13M | 0.64% | +291+4.7% | Added |
| Wintrust Investments LLC | 6,476 | $1.13M | 0.15% | +233+3.7% | Added |
| Nations Financial Group Inc, | 6,452 | $1.12M | 0.13% | +2,194+51.5% | Added |
| Northstar Group, Inc. | 6,410 | $1.11M | 0.32% | −25−0.4% | Reduced |
| Strategic Blueprint, LLC | 6,409 | $1.11M | 0.13% | +717+12.6% | Added |
| Regal Investment Advisors LLC | 6,401 | $1.11M | 0.11% | −253−3.8% | Reduced |
| Foster & Motley Inc | 6,389 | $1.11M | 0.09% | −89−1.4% | Reduced |
| Regent Investment Management LLC | 6,346 | $1.10M | 0.30% | +50+0.8% | Added |
| Jag Capital Management, LLC | 6,302 | $1.10M | 0.16% | −762−10.8% | Reduced |
| Rollins Financial | 6,293 | $1.09M | 0.41% | +6,293 | New |
| Massachusetts Wealth Management | 5,875 | $1.09M | 1.05% | +5,875 | New |
| W.H. Cornerstone Investments Inc. | 5,974 | $1.09M | 1.03% | −891−13.0% | Reduced |
| Aspen Wealth Strategies, LLC | 6,255 | $1.09M | 0.87% | +6,255 | New |
| Byrne Asset Management LLC | 6,231 | $1.08M | 0.78% | +130+2.1% | Added |
| Colonial Trust Advisors | 6,215 | $1.08M | 0.13% | +216+3.6% | Added |