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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Trail Ridge Investment Advisors, LLC | 6,200 | $1.08M | 0.74% | −238−3.7% | Reduced |
| Marshall Financial Group LLC | 6,193 | $1.08M | 0.42% | −15−0.2% | Reduced |
| Baldwin Brothers Inc | 6,172 | $1.07M | 0.10% | +433+7.5% | Added |
| Lindbrook Capital, LLC | 6,158 | $1.07M | 0.13% | −435−6.6% | Reduced |
| Perpetual Investment Management Ltd | 6,151 | $1.07M | 0.13% | 00.0% | Unchanged |
| Cooper Financial Group | 6,135 | $1.07M | 0.33% | +369+6.4% | Added |
| Gleason Group, Inc. | 6,113 | $1.06M | 0.33% | +49+0.8% | Added |
| Pegasus Partners Ltd. | 6,086 | $1.06M | 0.17% | −310−4.8% | Reduced |
| SeaBridge Investment Advisors LLC | 6,082 | $1.06M | 0.38% | −569−8.6% | Reduced |
| Tradewinds Capital Management, LLC | 6,071 | $1.06M | 0.49% | +38+0.6% | Added |
| Stiles Financial Services Inc | 6,040 | $1.05M | 0.60% | +144+2.4% | Added |
| Lavaca Capital LLC | 6,105 | $1.05M | 0.42% | −50−0.8% | Reduced |
| Quadrant Capital Group LLC | 6,034 | $1.05M | 0.12% | +23+0.4% | Added |
| Bremer Bank National Association | 6,020 | $1.05M | 0.20% | +6,020 | New |
| Redmond Asset Management, LLC | 6,000 | $1.04M | 0.37% | +438+7.9% | Added |
| Mount Yale Investment Advisors, LLC | 5,999 | $1.04M | 0.12% | −1,826−23.3% | Reduced |
| Brown Capital Management LLC | 5,982 | $1.04M | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 5,959 | $1.04M | 0.48% | +354+6.3% | Added |
| GYL Financial Synergies, LLC | 5,953 | $1.03M | 0.22% | +220+3.8% | Added |
| Pettyjohn, Wood & White, Inc | 5,926 | $1.03M | 0.26% | 00.0% | Unchanged |
| NBT Bank N A | 5,923 | $1.03M | 0.15% | 00.0% | Unchanged |
| Investors Research Corp | 5,889 | $1.02M | 0.28% | −75−1.3% | Reduced |
| Meridian Wealth Management, LLC | 5,884 | $1.02M | 0.10% | +431+7.9% | Added |
| Harbor Investment Advisory, LLC | 5,870 | $1.02M | 0.16% | +63+1.1% | Added |
| Probity Advisors, Inc. | 5,851 | $1.02M | 0.23% | +493+9.2% | Added |
| Hyman Charles D | 5,845 | $1.02M | 0.07% | +4+0.1% | Added |
| Traynor Capital Management, Inc. | 5,819 | $1.01M | 0.18% | −1,513−20.6% | Reduced |
| Phillips Wealth Planners LLC | 5,389 | $1.01M | 1.76% | +5,389 | New |
| Jaffetilchin Investment Partners, LLC | 5,801 | $1.01M | 0.12% | −1,240−17.6% | Reduced |
| Meyer Handelman Co | 5,800 | $1.01M | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 5,787 | $1.01M | 0.32% | +172+3.1% | Added |
| Financial Advocates Investment Management | 5,786 | $1.01M | 0.08% | +2,824+95.3% | Added |
| Wilson & Boucher Capital Management, LLC | 5,780 | $1.00M | 1.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,777 | $1.00M | 0.15% | +2,013+53.5% | Added |
| Patton Albertson Miller Group, LLC | 5,760 | $1.00M | 0.18% | −47−0.8% | Reduced |
| Fortem Financial Group, LLC | 5,739 | $997.7K | 0.58% | −89−1.5% | Reduced |
| Alpha DNA Investment Management LLC | 5,719 | $994.1K | 0.53% | −904−13.6% | Reduced |
| Strategic Investment Solutions, Inc. | 5,189 | $992.7K | 0.49% | +5,189 | New |
| Central Bank & Trust Co | 5,698 | $990.5K | 0.19% | +82+1.5% | Added |
| Mach-1 Financial Group, Inc. | 5,687 | $988.6K | 0.46% | +5,655+17,671.9% | Added |
| Wealthspire Advisors, LLC | 5,680 | $987.3K | 0.02% | +1,393+32.5% | Added |
| Palumbo Wealth Management LLC | 5,676 | $986.6K | 0.78% | +447+8.5% | Added |
| Joel Isaacson & Co., LLC | 5,675 | $986.6K | 0.08% | +100+1.8% | Added |
| First National Bank of South Miami | 5,654 | $983.0K | 0.74% | +182+3.3% | Added |
| Chesapeake Wealth Management | 5,626 | $978.0K | 0.43% | +1,875+50.0% | Added |
| Fiduciary Group LLC | 5,605 | $974.4K | 0.13% | −290−4.9% | Reduced |
| Boyd Watterson Asset Management LLC | 5,587 | $971.2K | 0.40% | +361+6.9% | Added |
| Founders Financial Alliance, LLC | 5,585 | $970.9K | 0.45% | −576−9.3% | Reduced |
| Focus Financial Network, Inc. | 5,570 | $968.3K | 0.08% | −3−0.1% | Reduced |
| IFG Advisory, LLC | 5,563 | $967.0K | 0.10% | −3,738−40.2% | Reduced |
| Leonteq Securities AG | 5,550 | $964.8K | 0.05% | −234−4.0% | Reduced |
| Confluence Wealth Services, Inc. | 5,547 | $964.2K | 0.25% | −20−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,546 | $964.1K | 0.01% | −600−9.8% | Reduced |
| Colonial Trust Co | 5,527 | $960.8K | 0.26% | −76−1.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,512 | $958.2K | 0.21% | +595+12.1% | Added |
| Range Financial Group LLC | 5,476 | $951.9K | 0.65% | +299+5.8% | Added |
| Blackston Financial Advisory Group, LLC | 5,454 | $948.0K | 0.69% | +20.0% | Added |
| Squarepoint Ops LLC | 5,450 | $947.4K | 0.01% | −67,415−92.5% | Reduced |
| Archford Capital Strategies, LLC | 5,442 | $946.0K | 0.22% | −147−2.6% | Reduced |
| Coastline Trust Co | 5,423 | $942.7K | 0.14% | −3,432−38.8% | Reduced |
| Allred Capital Management, LLC | 5,415 | $941.4K | 0.52% | +135+2.6% | Added |
| Level Four Advisory Services, LLC | 5,406 | $939.8K | 0.07% | +4,057+300.7% | Added |
| Wealth Management Partners, LLC | 5,000 | $939.5K | 0.78% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,404 | $939.4K | 0.05% | −50−0.9% | Reduced |
| Bangor Savings Bank | 5,383 | $936.0K | 0.11% | −1,605−23.0% | Reduced |
| Wolff Financial Management LLC | 5,386 | $936.0K | 0.35% | +6+0.1% | Added |
| MKT Advisors LLC | 5,113 | $931.7K | 0.70% | +15+0.3% | Added |
| Paragon Financial Partners, Inc. | 5,335 | $927.4K | 1.03% | +4+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 5,328 | $926.2K | 0.36% | −1,291−19.5% | Reduced |
| American National Bank | 5,317 | $924.0K | 0.19% | −2,775−34.3% | Reduced |
| Xcel Wealth Management, LLC | 5,307 | $922.6K | 0.36% | +18+0.3% | Added |
| FRG Family Wealth Advisors LLC | 5,305 | $922.2K | 0.22% | −125−2.3% | Reduced |
| Lakeview Capital Partners, LLC | 5,210 | $921.9K | 0.29% | +220+4.4% | Added |
| De Burlo Group Inc | 5,274 | $916.8K | 0.20% | +45+0.9% | Added |
| Geneos Wealth Management Inc. | 5,273 | $916.7K | 0.06% | +179+3.5% | Added |
| Capital Insight Partners, LLC | 5,265 | $915.3K | 0.24% | −279−5.0% | Reduced |
| ZWJ Investment Counsel Inc | 5,259 | $914.2K | 0.05% | −99−1.8% | Reduced |
| Qtron Investments LLC | 5,238 | $910.6K | 0.19% | −3,523−40.2% | Reduced |
| VeraBank, N.A. | 5,236 | $910.2K | 0.45% | +23+0.4% | Added |
| Essex Savings Bank | 5,235 | $910.0K | 0.32% | −163−3.0% | Reduced |
| Harbour Investments, Inc. | 5,220 | $907.5K | 0.06% | +555+11.9% | Added |
| Desjardins Global Asset Management Inc. | 5,220 | $907.0K | 0.14% | −3,905−42.8% | Reduced |
| Donoghue Forlines LLC | 5,204 | $904.7K | 0.32% | +2,808+117.2% | Added |
| Heritage Wealth Advisors | 5,201 | $904.2K | 0.05% | +296+6.0% | Added |
| Solitude Financial Services | 5,200 | $904.0K | 0.62% | 00.0% | Unchanged |
| Capital Square, LLC | 5,149 | $895.3K | 0.81% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,144 | $894.2K | 0.12% | +122+2.4% | Added |
| apricus wealth, LLC | 5,128 | $891.5K | 0.81% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 5,125 | $891.0K | 0.45% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 5,108 | $888.0K | 0.25% | +4,242+489.8% | Added |
| Ar Asset Management Inc | 5,100 | $887.0K | 0.25% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 5,094 | $885.5K | 0.77% | −50−1.0% | Reduced |
| Peoples Financial Services Corp. | 5,088 | $884.5K | 0.41% | +114+2.3% | Added |
| Ropes Wealth Advisors LLC | 5,073 | $881.8K | 0.16% | +291+6.1% | Added |
| CRA Financial Services, LLC | 5,071 | $881.5K | 0.29% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 5,065 | $880.6K | 0.35% | +250+5.2% | Added |
| Fernwood Investment Management, LLC | 5,063 | $880.2K | 0.36% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 5,038 | $875.9K | 0.42% | −31−0.6% | Reduced |
| Community Trust & Investment Co | 5,000 | $869.2K | 0.08% | 00.0% | Unchanged |
| CPR Investments Inc. | 5,000 | $869.2K | 0.86% | 00.0% | Unchanged |