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Livermore
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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.

Institutional holdersQ4 2022: 2,236 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ4 2022: $89.6B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Mystic Asset Management, Inc.2,632$457.5K0.26%+85+3.3%Added
Blodgett Wealth Advisors, LLC2,621$455.6K0.55%+3+0.1%Added
Tocqueville Asset Management L.P.2,615$454.6K0.01%−1,000−27.7%Reduced
St. Johns Investment Management Company, LLC2,611$453.9K0.27%00.0%Unchanged
Kistler-Tiffany Companies, LLC2,611$453.9K0.09%+233+9.8%Added
Westhampton Capital, LLC2,610$453.7K0.31%−15−0.6%Reduced
Prestige Wealth Management Group LLC2,607$453.3K0.12%+296+12.8%Added
Peavine Capital, LLC2,600$452.0K0.11%00.0%Unchanged
Winthrop Advisory Group LLC2,593$450.7K0.09%−61−2.3%Reduced
Bank of Nova Scotia Trust Co2,589$450.1K0.05%00.0%Unchanged
CoreFirst Bank & Trust2,588$449.9K0.34%00.0%Unchanged
Roberts Glore & Co Inc2,582$448.9K0.16%−70−2.6%Reduced
Cannon Financial Strategists, Inc.2,582$448.9K0.16%00.0%Unchanged
Delta Financial Advisors LLC2,582$448.8K0.22%+6+0.2%Added
SRB Corp2,575$448.0K0.03%+459+21.7%Added
Adirondack Trust Co2,566$446.1K0.23%+10+0.4%Added
Dynamic Technology Lab Private Ltd2,552$444.0K0.04%+2,552New
Skba Capital Management LLC2,550$443.3K0.08%00.0%Unchanged
Flagship Harbor Advisors, LLC2,525$438.9K0.04%−118−4.5%Reduced
Cookson Peirce & Co Inc2,520$438.0K0.03%+2,520New
Great Diamond Partners, LLC2,515$437.2K0.13%+121+5.1%Added
Sun Life Financial INC2,496$436.2K0.03%−109−4.2%Reduced
Guardian Wealth Advisors, LLC2,509$436.2K0.08%−194−7.2%Reduced
New Hampshire Trust2,502$434.9K0.12%+2,502New
DRW Securities, LLC2,494$434.0K0.09%+2,494New
Kades & Cheifetz LLC2,495$433.7K0.36%+2,495New
Warren Averett Asset Management, LLC2,489$432.7K0.02%+19+0.8%Added
Stuart Chaussee & Associates, Inc.2,487$432.3K0.16%00.0%Unchanged
Perennial Investment Advisors, LLC2,485$432.1K0.18%+42+1.7%Added
Global Trust Asset Management, LLC2,483$431.7K0.22%+252+11.3%Added
Accurate Wealth Management, LLC2,414$431.6K0.16%+923+61.9%Added
Founders Capital Management, LLC2,475$430.3K0.12%00.0%Unchanged
NTV Asset Management LLC2,467$428.9K0.08%+3+0.1%Added
Washington Trust Bank2,463$428.0K0.05%−1,625−39.8%Reduced
Spirit of America Management Corp2,450$425.9K0.10%00.0%Unchanged
BCJ Capital Management, LLC2,445$425.0K0.04%+614+33.5%Added
Old Mission Investment Co LLC2,434$423.1K0.18%+309+14.5%Added
Two Sigma Securities, LLC2,432$422.8K0.06%−6,435−72.6%Reduced
Redhawk Wealth Advisors, Inc.2,429$422.3K0.16%−234−8.8%Reduced
Silverlake Wealth Management LLC2,428$422.2K0.26%+13+0.5%Added
Somerset Trust Co2,423$421.0K0.18%+185+8.3%Added
Founders Capital Management2,410$419.0K0.31%00.0%Unchanged
Miracle Mile Advisors, LLC2,406$418.3K0.01%+156+6.9%Added
Navellier & Associates Inc2,401$417.4K0.09%+228+10.5%Added
Garrison Bradford & Associates Inc2,400$417.0K0.51%00.0%Unchanged
Cambridge Trust Co2,393$416.0K0.02%−189−7.3%Reduced
Leisure Capital Management2,392$415.8K0.21%00.0%Unchanged
Elevated Capital Advisors, LLC2,390$415.5K0.16%+2,390New
Proficio Capital Partners LLC2,389$415.3K0.08%+163+7.3%Added
McRae Capital Management Inc2,388$415.0K0.12%+100+4.4%Added
First National Advisers, LLC2,388$415.0K0.53%+222+10.2%Added
M Holdings Securities, Inc.2,382$414.0K0.04%+196+9.0%Added
Aletheian Wealth Advisors LLC2,378$413.4K0.36%+2,378New
NCM Capital Management, LLC2,377$413.0K0.27%+4+0.2%Added
Clifford Group, LLC2,372$412.3K0.51%+2,372New
Morningstar Investment Management LLC2,365$411.0K0.07%+2,365New
Cabot Wealth Management Inc2,360$410.0K0.07%00.0%Unchanged
WealthBridge Capital Management, LLC2,353$409.0K0.17%+158+7.2%Added
TRUE Private Wealth Advisors2,352$408.9K0.06%+13+0.6%Added
Austin Asset Management Co Inc2,531$408.9K0.15%00.0%Unchanged
Gryphon Financial Partners LLC2,333$405.6K0.10%+58+2.5%Added
TCWP LLC2,327$404.7K0.08%−317−12.0%Reduced
Silver Oak Securities, Inc2,324$404.0K0.08%+2,324New
Transatlantique Private Wealth LLC2,312$402.1K0.24%+191+9.0%Added
Walker Financial Services, Inc.2,079$399.9K0.41%+2,079New
First Pacific Advisors, LP2,300$399.8K0.01%00.0%Unchanged
Aries Wealth Management2,296$399.1K0.17%00.0%Unchanged
First City Capital Management, Inc.2,290$398.1K0.24%−255−10.0%Reduced
Leavell Investment Management, Inc.2,287$398.0K0.03%−50−2.1%Reduced
Balboa Wealth Partners2,287$397.5K0.18%−61−2.6%Reduced
Sutton Wealth Advisors Inc.2,286$397.4K0.15%−580−20.2%Reduced
Ipsen Advisor Group LLC2,284$397.1K0.46%+2,284New
Etfidea, LLC2,284$397.1K0.18%−140−5.8%Reduced
Cozad Asset Management Inc2,280$396.4K0.06%+113+5.2%Added
Traphagen Investment Advisors LLC2,270$394.6K0.06%+37+1.7%Added
Curi Capital2,268$394.2K0.06%−46−2.0%Reduced
US Asset Management LLC2,268$394.0K0.43%+2,268New
Richard W. Paul & Associates, LLC2,266$394.0K0.20%+2,266New
GW Henssler & Associates Ltd2,264$393.6K0.03%+149+7.0%Added
Bank Ozk2,262$393.2K0.19%−97−4.1%Reduced
Adamsbrown Wealth Consultants LLC2,253$391.6K0.24%−17−0.7%Reduced
Regent Peak Wealth Advisors LLC2,252$391.4K0.13%−434−16.2%Reduced
Cutler Investment Counsel LLC2,244$390.1K0.06%00.0%Unchanged
Compagnie Lombard Odier SCmA2,242$390.0K0.01%+2,242New
Atlas Brown,Inc.2,243$389.9K0.19%+303+15.6%Added
Engineers Gate Manager LP2,237$388.9K0.02%−54,532−96.1%Reduced
O'Rourke & Company, Inc2,231$388.0K0.31%−207−8.5%Reduced
Cahaba Wealth Management, Inc.2,222$386.2K0.05%−38−1.7%Reduced
Provence Wealth Management Group2,217$385.4K0.31%+2,217New
Zhang Financial LLC2,202$382.8K0.05%+156+7.6%Added
Ti-Trust, Inc2,201$382.6K0.36%00.0%Unchanged
Enterprise Financial Services Corp2,196$381.8K0.26%−18−0.8%Reduced
360 Financial, Inc.2,358$380.9K0.25%00.0%Unchanged
Keel Point, LLC2,188$380.3K0.06%+709+47.9%Added
Andesa Financial Management Inc.2,176$378.3K0.21%−407−15.8%Reduced
TBH Global Asset Management, LLC2,174$377.9K0.09%+10.0%Added
Davis R M Inc2,166$377.0K0.01%−862−28.5%Reduced
NorthCrest Asset Manangement, LLC2,160$375.4K0.02%−79,294−97.3%Reduced
Strategy Asset Managers LLC2,157$375.0K0.10%+4+0.2%Added
Baystate Wealth Management LLC2,144$373.0K0.03%+65+3.1%Added