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 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $569.1K | 0.52% | – | New |
| Successful Portfolios LLC | 3,276 | $569.0K | 0.37% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,256 | $566.0K | 0.19% | +29+0.9% | Added |
| Concord Wealth Partners | 3,246 | $564.3K | 0.17% | −490−13.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,244 | $563.9K | 0.02% | +3,244 | New |
| Montis Financial, LLC | 3,234 | $562.2K | 0.48% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,233 | $562.1K | 0.16% | −112−3.3% | Reduced |
| Gilman Hill Asset Management, LLC | 3,221 | $560.0K | 0.11% | −24−0.7% | Reduced |
| Landmark Financial Advisors, LLC | 3,212 | $558.4K | 0.26% | −100−3.0% | Reduced |
| Vigilant Capital Management, LLC | 3,211 | $558.0K | 0.05% | +104+3.3% | Added |
| Little House Capital LLC | 3,209 | $557.8K | 0.28% | −5,426−62.8% | Reduced |
| Patten & Patten Inc | 3,206 | $557.0K | 0.05% | −101−3.1% | Reduced |
| Meeder Asset Management Inc | 3,202 | $556.6K | 0.05% | −18,755−85.4% | Reduced |
| Krane Funds Advisors LLC | 3,201 | $556.0K | 0.02% | −497−13.4% | Reduced |
| Wedmont Private Capital | 3,101 | $554.9K | 0.08% | −141−4.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,185 | $553.6K | 0.18% | +39+1.2% | Added |
| Ausdal Financial Partners, Inc. | 3,184 | $553.6K | 0.08% | −159−4.8% | Reduced |
| SRN Advisors, LLC | 3,170 | $551.1K | 0.55% | +3,170 | New |
| Strategic Wealth Partners, Ltd. | 3,167 | $550.5K | 0.10% | +143+4.7% | Added |
| Kennedy Investment Group | 3,160 | $549.4K | 0.35% | +3,160 | New |
| Fukoku Mutual Life Insurance Co | 3,160 | $549.3K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,147 | $547.0K | 0.03% | +371+13.4% | Added |
| Breakwater Capital Group | 3,131 | $544.3K | 0.28% | +3,131 | New |
| Parkside Investments, LLC | 3,125 | $543.3K | 0.11% | +3,125 | New |
| Octavia Wealth Advisors, LLC | 3,120 | $542.4K | 0.13% | +2+0.1% | Added |
| Titleist Asset Management, Ltd. | 3,114 | $541.3K | 0.13% | +116+3.9% | Added |
| Mascoma Wealth Management LLC | 3,110 | $540.7K | 0.17% | −150−4.6% | Reduced |
| STAR Financial Bank | 3,110 | $540.6K | 0.54% | +3,110 | New |
| Center for Financial Planning, Inc. | 3,108 | $540.3K | 0.13% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,099 | $538.7K | 0.58% | +3,099 | New |
| E&G Advisors, LP | 3,062 | $532.3K | 0.20% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,049 | $530.0K | 0.16% | +9+0.3% | Added |
| Harbour Capital Advisors, LLC | 3,009 | $527.4K | 0.18% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 3,034 | $527.4K | 0.40% | +15+0.5% | Added |
| Weaver Consulting Group | 3,030 | $526.7K | 0.27% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,020 | $525.0K | 0.51% | +20+0.7% | Added |
| Formidable Asset Management, LLC | 3,012 | $524.0K | 0.12% | −100−3.2% | Reduced |
| McGuire Investment Group, LLC | 3,007 | $522.7K | 0.11% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,005 | $522.4K | 0.27% | +1,545+105.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,005 | $522.4K | 0.16% | +3,005 | New |
| Lumina Fund Management LLC | 3,000 | $522.0K | 0.26% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,000 | $521.5K | 0.05% | 00.0% | Unchanged |
| Strategic Equity Management | 3,000 | $521.5K | 0.20% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,986 | $519.2K | 0.15% | +6+0.2% | Added |
| Wallace Advisory Group, LLC | 2,984 | $518.7K | 0.41% | +2,984 | New |
| Graypoint LLC | 2,963 | $515.1K | 0.06% | −283−8.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,878 | $512.7K | 0.24% | +184+6.8% | Added |
| Dover Advisors, LLC | 2,938 | $510.7K | 0.55% | +2,938 | New |
| First Citizens Bank & Trust Co | 2,926 | $509.0K | 0.02% | +233+8.7% | Added |
| Elgethun Capital Management | 2,915 | $508.9K | 0.18% | +11+0.4% | Added |
| WealthShield Partners, LLC | 2,923 | $508.1K | 0.10% | +15+0.5% | Added |
| Luken Investment Analytics, LLC | 2,919 | $507.4K | 0.32% | +2,919 | New |
| Corrigan Financial, Inc. | 2,917 | $507.1K | 0.19% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 2,916 | $506.9K | 0.32% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,908 | $505.5K | 0.29% | +75+2.6% | Added |
| Personal Cfo Solutions, LLC | 2,896 | $503.5K | 0.11% | +72+2.5% | Added |
| RB Capital Management, LLC | 2,892 | $502.7K | 0.18% | −10−0.3% | Reduced |
| MRP Capital Investments, LLC | 2,887 | $501.8K | 0.55% | +2,887 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,885 | $501.5K | 0.10% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,878 | $500.3K | 0.06% | +2+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 2,877 | $500.1K | 0.18% | −5−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 2,875 | $499.8K | 0.42% | +48+1.7% | Added |
| RDA Financial Network | 2,866 | $498.2K | 0.25% | −50−1.7% | Reduced |
| King Wealth | 2,860 | $497.0K | 0.12% | +10.0% | Added |
| Gallacher Capital Management LLC | 2,853 | $496.0K | 0.30% | +2,853 | New |
| Ledyard National Bank | 2,851 | $495.6K | 0.06% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,839 | $493.0K | 0.08% | +152+5.7% | Added |
| Dana Investment Advisors, Inc. | 2,835 | $492.8K | 0.03% | +963+51.4% | Added |
| KCS Wealth Advisory | 2,830 | $492.0K | 0.20% | +1,565+123.7% | Added |
| Alliance Wealth Advisors, LLC | 2,825 | $491.1K | 0.22% | +2,825 | New |
| MA Private Wealth | 2,822 | $490.7K | 0.12% | −288−9.3% | Reduced |
| Cobblestone Capital Advisors LLC | 2,805 | $487.6K | 0.04% | −200−6.7% | Reduced |
| Indiana Trust & Investment Management CO | 2,779 | $483.0K | 0.27% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,752 | $478.4K | 0.18% | +76+2.8% | Added |
| Register Financial Advisors LLC | 2,752 | $478.4K | 0.31% | +2,752 | New |
| Atlas Wealth LLC | 2,751 | $478.2K | 0.13% | +2,751 | New |
| MidWestOne Financial Group, Inc. | 2,733 | $475.1K | 0.11% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,730 | $474.5K | 0.20% | +1,001+57.9% | Added |
| Mechanics Financial Corp | 2,725 | $474.0K | 0.28% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,726 | $473.9K | 0.04% | +747+37.7% | Added |
| Journey Strategic Wealth LLC | 2,717 | $472.3K | 0.06% | +968+55.3% | Added |
| GraniteShares Advisors LLC | 2,714 | $471.8K | 0.39% | −380−12.3% | Reduced |
| Richwood Investment Advisors, LLC | 2,707 | $470.6K | 0.47% | −1,137−29.6% | Reduced |
| Strategic Wealth Designers | 2,659 | $470.0K | 0.11% | +355+15.4% | Added |
| Clough Capital Partners L P | 2,700 | $469.4K | 0.05% | +2,700 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $469.2K | 0.29% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,697 | $469.0K | 0.09% | −65−2.4% | Reduced |
| Eudaimonia Advisors LLC | 2,697 | $468.8K | 0.32% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,693 | $468.2K | 0.37% | −7−0.3% | Reduced |
| KRS Capital Management, LLC | 2,691 | $467.9K | 0.64% | −139−4.9% | Reduced |
| Red Cedar Investment Management, LLC | 2,688 | $467.3K | 0.07% | +261+10.8% | Added |
| waypoint wealth counsel | 2,687 | $467.1K | 0.38% | +2,687 | New |
| Selective Wealth Management, Inc. | 2,618 | $466.3K | 0.25% | +746+39.9% | Added |
| SignalPoint Asset Management, LLC | 2,674 | $465.0K | 0.16% | −9−0.3% | Reduced |
| Suncoast Equity Management | 2,664 | $463.1K | 0.09% | +106+4.1% | Added |
| Country Trust Bank | 2,656 | $461.7K | 0.01% | −784−22.8% | Reduced |
| LMG Wealth Partners, LLC | 2,577 | $461.3K | 0.15% | +2,577 | New |
| Summit Trail Advisors, LLC | 2,651 | $460.9K | 0.02% | −404−13.2% | Reduced |
| Weatherly Asset Management L. P. | 2,645 | $459.8K | 0.06% | −49−1.8% | Reduced |
| Davidson Trust Co | 2,633 | $457.7K | 0.40% | −195−6.9% | Reduced |