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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 4,992 | $867.8K | 0.30% | +114+2.3% | Added |
| SageView Advisory Group, LLC | 4,970 | $864.0K | 0.07% | +4,970 | New |
| Jefferies Financial Group Inc. | 4,960 | $862.2K | 0.01% | +4,960 | New |
| Valmark Advisers, Inc. | 4,956 | $861.6K | 0.02% | +251+5.3% | Added |
| Advisors Management Group Inc | 4,955 | $861.0K | 0.33% | +12+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,949 | $860.3K | 0.84% | −220−4.3% | Reduced |
| Southeast Asset Advisors Inc. | 4,945 | $859.6K | 0.14% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,942 | $859.1K | 0.48% | −279−5.3% | Reduced |
| Gouws Capital LLC | 4,915 | $854.4K | 0.80% | +2,920+146.4% | Added |
| City State Bank | 4,910 | $854.0K | 0.53% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,901 | $851.9K | 0.72% | −29−0.6% | Reduced |
| PYA Waltman Capital, LLC | 4,899 | $851.6K | 0.45% | +826+20.3% | Added |
| Reuter James Wealth Management, LLC | 4,877 | $847.8K | 0.62% | −120−2.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,860 | $844.8K | 0.27% | +71+1.5% | Added |
| Sentry Investment Management LLC | 4,853 | $844.0K | 0.37% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 4,840 | $841.0K | 0.41% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,835 | $840.5K | 0.13% | −3,882−44.5% | Reduced |
| Core Alternative Capital | 4,833 | $840.2K | 0.11% | −3,897−44.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,831 | $839.8K | 0.07% | +1,208+33.3% | Added |
| Darwin Advisors, LLC | 4,605 | $838.8K | 0.22% | +8+0.2% | Added |
| Rothschild Investment Corp | 4,821 | $838.0K | 0.08% | −6−0.1% | Reduced |
| Mork Capital Management, LLC | 4,820 | $837.9K | 0.64% | +4,820 | New |
| Human Investing LLC | 4,817 | $837.4K | 0.21% | −747−13.4% | Reduced |
| LVW Advisors, LLC | 4,810 | $836.2K | 0.18% | −349−6.8% | Reduced |
| OmniStar Financial Group, Inc. | 4,784 | $831.6K | 0.94% | −1,615−25.2% | Reduced |
| Triangle Securities Wealth Management | 4,775 | $830.1K | 0.30% | −252−5.0% | Reduced |
| Meitav Dash Investments Ltd | 4,750 | $829.5K | 0.01% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,770 | $829.2K | 0.13% | +160+3.5% | Added |
| Savant Capital, LLC | 6,344 | $827.8K | 0.02% | +1,643+35.0% | Added |
| NVWM, LLC | 4,759 | $827.3K | 0.30% | −80−1.7% | Reduced |
| Zeke Capital Advisors, LLC | 4,750 | $825.7K | 0.05% | +304+6.8% | Added |
| Evermay Wealth Management LLC | 4,739 | $823.7K | 0.17% | −352−6.9% | Reduced |
| Deseret Mutual Benefit Administrators | 4,736 | $823.3K | 0.34% | −3,086−39.5% | Reduced |
| Dividend Assets Capital, LLC | 4,720 | $820.0K | 0.17% | −72−1.5% | Reduced |
| First Bank & Trust | 4,715 | $820.0K | 0.23% | +823+21.1% | Added |
| Main Street Financial Solutions, LLC | 4,695 | $818.1K | 0.13% | −339−6.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,441 | $812.5K | 0.50% | +94+2.2% | Added |
| Virtus ETF Advisers LLC | 4,666 | $811.1K | 0.42% | +1,033+28.4% | Added |
| Lantz Financial LLC | 4,648 | $808.0K | 0.37% | +15+0.3% | Added |
| Johnson Financial Group, Inc. | 4,634 | $805.6K | 0.06% | −257−5.3% | Reduced |
| Pittenger & Anderson Inc | 4,631 | $805.1K | 0.04% | +1,379+42.4% | Added |
| West Paces Advisors Inc. | 4,625 | $804.0K | 0.26% | +139+3.1% | Added |
| Shelton Capital Management | 4,621 | $803.3K | 0.08% | −571−11.0% | Reduced |
| MTM Investment Management, LLC | 4,618 | $802.8K | 0.42% | −20−0.4% | Reduced |
| Stableford Capital II LLC | 4,413 | $801.8K | 0.43% | −7−0.2% | Reduced |
| First County Bank | 4,607 | $800.9K | 0.38% | +4,607 | New |
| swisspartners Ltd. | 4,600 | $799.7K | 1.02% | 00.0% | Unchanged |
| Harrison & Co Wealth Management, LLC | 4,600 | $799.7K | 0.77% | +86+1.9% | Added |
| Hirtle Callaghan & Co LLC | 4,586 | $797.2K | 0.05% | +4,586 | New |
| DAGCO, Inc. | 4,570 | $794.4K | 0.46% | +3+0.1% | Added |
| Capital Advisors Wealth Management, LLC | 4,559 | $792.6K | 0.24% | +107+2.4% | Added |
| Credential Qtrade Securities Inc. | 4,555 | $791.8K | 0.06% | −1,480−24.5% | Reduced |
| Delta Financial Group, Inc. | 4,467 | $790.0K | 0.35% | +4,467 | New |
| WestHill Financial Advisors, Inc. | 4,543 | $789.7K | 0.25% | +20.0% | Added |
| Eqis Capital Management, Inc. | 4,532 | $787.9K | 0.09% | −246−5.1% | Reduced |
| Principle Wealth Partners LLC | 4,527 | $787.0K | 0.09% | −90−1.9% | Reduced |
| Oakworth Capital, Inc. | 4,517 | $785.2K | 0.08% | +54+1.2% | Added |
| Investors Asset Management of Georgia Inc | 4,497 | $781.8K | 0.41% | +35+0.8% | Added |
| Mendel Money Management | 4,489 | $780.4K | 0.44% | −75−1.6% | Reduced |
| Kovack Advisors, Inc. | 4,478 | $778.5K | 0.11% | −218−4.6% | Reduced |
| SBB Research Group LLC | 4,467 | $776.5K | 1.12% | +37+0.8% | Added |
| Meridian Wealth Advisors, LLC | 4,461 | $775.5K | 0.20% | +88+2.0% | Added |
| Avantax Planning Partners, Inc. | 4,440 | $771.8K | 0.03% | −131−2.9% | Reduced |
| Annex Advisory Services, LLC | 4,433 | $770.6K | 0.04% | −318−6.7% | Reduced |
| HM Payson & Co | 4,418 | $767.9K | 0.02% | +99+2.3% | Added |
| JFS Wealth Advisors, LLC | 4,415 | $767.5K | 0.08% | −194−4.2% | Reduced |
| Cribstone Capital Management, LLC | 4,404 | $765.6K | 0.45% | +561+14.6% | 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 |
| Ferguson Wellman Capital Management, Inc | 4,371 | $760.0K | 0.02% | +487+12.5% | Added |
| Sweet Financial Partners, LLC | 4,350 | $756.1K | 0.22% | +727+20.1% | Added |
| Asset Allocation & Management Company, LLC | 4,342 | $755.0K | 0.29% | −538−11.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,342 | $754.8K | 0.13% | −1,509−25.8% | Reduced |
| Moneta Group Investment Advisors LLC | 4,066 | $753.1K | 0.02% | +86+2.2% | Added |
| Ignite Planners, LLC | 4,129 | $751.9K | 0.31% | +4,129 | New |
| Hohimer Wealth Management, LLC | 4,316 | $750.3K | 0.24% | −4,328−50.1% | Reduced |
| Trustco Bank Corp N Y | 4,310 | $749.3K | 0.83% | −12−0.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,292 | $746.1K | 0.51% | −305−6.6% | Reduced |
| 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 |
| Cohen Capital Management, Inc. | 4,250 | $738.8K | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,245 | $738.0K | 0.02% | +174+4.3% | Added |
| IVC Wealth Advisors LLC | 5,706 | $736.9K | 0.54% | +1,506+35.9% | Added |
| Profit Investment Management, LLC | 4,237 | $736.6K | 0.52% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,197 | $729.6K | 0.04% | −4,656−52.6% | Reduced |
| 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 |
| Sound View Wealth Advisors Group, LLC | 4,615 | $725.6K | 0.08% | +1,791+63.4% | Added |
| Glen Eagle Advisors, LLC | 4,150 | $721.4K | 0.20% | −25−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,826 | $720.4K | 0.04% | −347−8.3% | Reduced |
| Kanawha Capital Management LLC | 4,142 | $720.0K | 0.07% | +430+11.6% | Added |
| Thrive Wealth Management, LLC | 4,128 | $717.5K | 0.21% | +428+11.6% | Added |
| S&CO Inc | 4,130 | $717.0K | 0.06% | −20−0.5% | 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 |
| Acropolis Investment Management, LLC | 4,114 | $715.2K | 0.06% | −30−0.7% | Reduced |
| Grandview Asset Management LLC | 4,111 | $715.0K | 0.45% | −20.0% | Reduced |
| S.A. Mason LLC | 4,111 | $714.7K | 0.54% | −25−0.6% | Reduced |
| Salvus Wealth Management, LLC | 4,098 | $712.4K | 0.65% | +28+0.7% | Added |