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 |
|---|---|---|---|---|---|
| Trinity Financial Advisors LLC | 4,080 | $709.2K | 0.47% | −129−3.1% | Reduced |
| Barr E S & Co | 4,077 | $708.7K | 0.06% | −12−0.3% | Reduced |
| Altus Wealth Group LLC | 4,075 | $708.4K | 0.54% | +264+6.9% | Added |
| Signet Financial Management, LLC | 4,067 | $707.0K | 0.13% | −166−3.9% | Reduced |
| DuPont Capital Management Corp | 4,061 | $706.0K | 0.03% | −2,183−35.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,052 | $704.4K | 0.16% | +566+16.2% | Added |
| Grove Bank & Trust | 4,050 | $704.0K | 0.16% | +321+8.6% | Added |
| Wolverine Asset Management LLC | 4,031 | $700.7K | 0.01% | −15,045−78.9% | Reduced |
| Wilkinson Global Asset Management LLC | 4,027 | $700.1K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,019 | $698.7K | 0.13% | +815+25.4% | Added |
| Elk River Wealth Management, LLC | 4,014 | $697.8K | 0.17% | −650−13.9% | Reduced |
| Insigneo Advisory Services, LLC | 4,004 | $696.0K | 0.26% | +4,004 | New |
| Proequities, Inc. | 3,998 | $695.1K | 0.06% | +164+4.3% | Added |
| Knightsbridge Asset Management, LLC | 3,994 | $694.0K | 0.13% | +2,594+185.3% | Added |
| Raleigh Capital Management Inc. | 3,987 | $693.2K | 0.36% | +363+10.0% | Added |
| Valley National Advisers Inc | 3,797 | $691.0K | 0.12% | −131−3.3% | Reduced |
| Amica Retiree Medical Trust | 3,964 | $689.0K | 0.88% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,957 | $687.9K | 0.83% | −233−5.6% | Reduced |
| Longfellow Investment Management Co LLC | 3,944 | $685.6K | 0.16% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 3,932 | $683.5K | 0.25% | −252−6.0% | Reduced |
| Occidental Asset Management, LLC | 3,923 | $682.0K | 0.19% | +1,576+67.1% | Added |
| Teza Capital Management LLC | 3,885 | $675.4K | 0.13% | +1,626+72.0% | Added |
| Clear Street Markets LLC | 3,865 | $672.0K | 0.14% | −359−8.5% | Reduced |
| Absher Wealth Management, LLC | 3,843 | $668.1K | 0.12% | +1,400+57.3% | Added |
| Penserra Capital Management LLC | 3,849 | $668.0K | 0.01% | −485,258−99.2% | Reduced |
| Diamant Asset Management, Inc. | 3,841 | $667.7K | 0.60% | +91+2.4% | Added |
| Naviter Wealth, LLC | 3,696 | $665.2K | 0.18% | +746+25.3% | Added |
| AXS Investments LLC | 3,822 | $664.4K | 0.24% | −5,817−60.3% | Reduced |
| Simon Quick Advisors, LLC | 3,805 | $661.5K | 0.08% | +188+5.2% | Added |
| Hengehold Capital Management LLC | 3,803 | $661.0K | 0.09% | +298+8.5% | Added |
| World Equity Group, Inc. | 3,801 | $660.7K | 0.16% | +161+4.4% | Added |
| Compass Wealth Management LLC | 3,796 | $659.9K | 0.22% | +3,796 | New |
| Edgestream Partners, L.P. | 3,784 | $657.8K | 0.07% | +2,085+122.7% | Added |
| Vista Investment Management | 3,782 | $657.4K | 0.38% | +1,025+37.2% | Added |
| Kingfisher Capital LLC | 3,781 | $657.0K | 0.17% | +2+0.1% | Added |
| Jeppson Wealth Management, LLC | 3,779 | $656.9K | 0.28% | −224−5.6% | Reduced |
| Drive Wealth Management, LLC | 3,771 | $655.6K | 0.33% | +1,141+43.4% | Added |
| Curbstone Financial Management Corp | 3,732 | $649.0K | 0.16% | +1,050+39.1% | Added |
| Verus Capital Partners, LLC | 3,719 | $646.5K | 0.12% | +1,045+39.1% | Added |
| Terra Nova Asset Management LLC | 3,713 | $645.5K | 0.68% | −102−2.7% | Reduced |
| Spire Wealth Management | 3,700 | $643.0K | 0.04% | +458+14.1% | Added |
| Maltin Wealth Management, Inc. | 3,698 | $642.9K | 0.47% | −253−6.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,686 | $640.7K | 0.05% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,671 | $638.1K | 0.02% | −84−2.2% | Reduced |
| Capital Wealth Planning, LLC | 3,661 | $636.5K | 0.01% | −1,590,298−99.8% | Reduced |
| Liberty Capital Management, Inc. | 3,654 | $635.2K | 0.22% | −150−3.9% | Reduced |
| Patten Group, Inc. | 3,631 | $631.3K | 0.20% | −70−1.9% | Reduced |
| Claro Advisors LLC | 3,628 | $630.7K | 0.21% | +323+9.8% | Added |
| First International Bank & Trust | 3,626 | $630.0K | 0.21% | −282−7.2% | Reduced |
| Family Legacy, Inc. | 3,539 | $628.0K | 0.27% | −15−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 3,610 | $627.6K | 0.12% | −100−2.7% | Reduced |
| Montecito Bank & Trust | 3,603 | $627.0K | 0.15% | +175+5.1% | Added |
| Corrado Advisors, LLC | 3,597 | $625.3K | 0.44% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,598 | $625.0K | 0.35% | −25−0.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,591 | $624.2K | 0.49% | −21−0.6% | Reduced |
| Field & Main Bank | 3,590 | $624.1K | 0.40% | −85−2.3% | Reduced |
| Summit Asset Management, LLC | 3,579 | $622.2K | 0.18% | 00.0% | Unchanged |
| Golden Green, Inc. | 3,578 | $622.0K | 0.64% | +3,578 | New |
| Inceptionr LLC | 3,570 | $620.6K | 0.33% | +3,570 | New |
| Summit X, LLC | 3,393 | $620.0K | 0.18% | −202−5.6% | Reduced |
| Ancora Advisors, LLC | 3,568 | $620.0K | 0.02% | +14+0.4% | Added |
| IFG Advisors, LLC | 3,565 | $619.7K | 0.27% | +10+0.3% | Added |
| Pathway Financial Advisors LLC | 3,560 | $618.9K | 0.19% | −7,246−67.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,559 | $618.7K | 0.24% | +49+1.4% | Added |
| Defined Wealth Management, LLC | 3,556 | $618.2K | 0.58% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,557 | $618.0K | 0.71% | +377+11.9% | Added |
| Versant Capital Management, Inc | 3,553 | $617.7K | 0.22% | −2−0.1% | Reduced |
| Atlas Private Wealth Management | 3,537 | $614.8K | 0.28% | +963+37.4% | Added |
| Busey Wealth Management | 3,532 | $614.0K | 0.03% | −331−8.6% | Reduced |
| Sterling Financial Planning, Inc. | 3,524 | $612.7K | 0.37% | −225−6.0% | Reduced |
| SFMG, LLC | 3,510 | $610.2K | 0.07% | +159+4.7% | Added |
| First Commonwealth Financial Corp | 3,506 | $609.5K | 0.23% | +152+4.5% | Added |
| CX Institutional | 3,498 | $608.1K | 0.04% | +1,966+128.3% | Added |
| Douglas Lane & Associates, LLC | 3,488 | $606.4K | 0.01% | −89−2.5% | Reduced |
| Archer Investment Corp | 3,482 | $605.3K | 0.24% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,477 | $604.4K | 0.08% | +943+37.2% | Added |
| Morris Retirement Advisors, LLC | 3,476 | $604.2K | 0.48% | +10.0% | Added |
| GM Advisory Group, Inc. | 3,460 | $601.5K | 0.06% | +1,490+75.6% | Added |
| Viawealth, LLC | 3,308 | $601.0K | 0.49% | +3,308 | New |
| Harvest Fund Management Co., Ltd | 3,449 | $599.0K | 0.15% | −474−12.1% | Reduced |
| Thomasville National Bank | 3,443 | $599.0K | 0.07% | −80−2.3% | Reduced |
| ERTS Wealth Advisors, LLC | 3,438 | $597.7K | 0.15% | +46+1.4% | Added |
| Retirement Guys Formula LLC | 3,435 | $597.2K | 0.49% | +499+17.0% | Added |
| Roble, Belko & Company, Inc | 3,432 | $597.0K | 0.13% | +10.0% | Added |
| KWB Wealth | 3,433 | $596.8K | 0.11% | +18+0.5% | Added |
| First Nebraska Trust Co | 3,424 | $595.2K | 0.08% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,422 | $594.9K | 0.47% | −144−4.0% | Reduced |
| Royal Capital Wealth Management, LLC | 3,400 | $591.0K | 0.63% | +4+0.1% | Added |
| AlphaMark Advisors, LLC | 3,396 | $590.0K | 0.30% | −121−3.4% | Reduced |
| Powers Advisory Group, LLC | 3,391 | $589.6K | 0.43% | +65+2.0% | Added |
| Tilt Investment Management Holdings, PBC | 3,385 | $588.4K | 0.50% | +3,385 | New |
| Pacer Advisors, Inc. | 3,381 | $587.8K | 0.00% | +1,437+73.9% | Added |
| ETF Managers Group, LLC | 3,375 | $586.7K | 0.03% | +145+4.5% | Added |
| David Loasby | 3,211 | $585.2K | 0.08% | +468+17.1% | Added |
| Cornerstone Capital, Inc. | 3,332 | $579.2K | 0.07% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,330 | $578.9K | 0.08% | +100+3.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,305 | $574.5K | 0.16% | +165+5.3% | Added |
| Burney Co | 3,300 | $573.7K | 0.03% | −600−15.4% | Reduced |
| Childress Capital Advisors, LLC | 3,299 | $573.5K | 0.19% | −30−0.9% | Reduced |
| Intrua Financial, LLC | 3,233 | $569.5K | 0.13% | +328+11.3% | Added |