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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 2,143 | $372.5K | 0.08% | +32+1.5% | Added |
| Cornerstone Advisory, LLC | 2,129 | $370.2K | 0.07% | +57+2.8% | Added |
| Jones Financial Companies LLLP | 2,130 | $370.0K | 0.00% | +40+1.9% | Added |
| Drake & Associates, LLC | 2,127 | $369.8K | 0.20% | +105+5.2% | Added |
| Crestwood Advisors Group LLC | 2,123 | $369.1K | 0.01% | −237−10.0% | Reduced |
| Resurgent Financial Advisors LLC | 2,114 | $367.5K | 0.20% | +771+57.4% | Added |
| Detalus Advisors, LLC | 2,111 | $366.9K | 0.18% | −500−19.1% | Reduced |
| CVA Family Office, LLC | 2,108 | $366.5K | 0.09% | −322−13.3% | Reduced |
| Shufro Rose & Co LLC | 2,103 | $365.6K | 0.03% | −450−17.6% | Reduced |
| Baker Boyer National Bank | 2,103 | $365.6K | 0.15% | +24+1.2% | Added |
| Darrow Company, Inc. | 2,094 | $364.1K | 0.36% | −37−1.7% | Reduced |
| Investment Advisory Services Inc | 2,091 | $363.6K | 0.19% | +89+4.4% | Added |
| Lane & Associates LLC | 2,088 | $363.0K | 0.34% | +2,088 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,088 | $363.0K | 0.04% | +250+13.6% | Added |
| WealthPlan Investment Management, LLC | 1,935 | $362.7K | 0.03% | −3−0.2% | Reduced |
| Stony Point Wealth Management Inc. | 2,086 | $362.6K | 0.20% | −119−5.4% | Reduced |
| Financial Management Professionals, Inc. | 2,084 | $362.0K | 0.07% | +199+10.6% | Added |
| Ridgecrest Wealth Partners, LLC | 2,082 | $361.9K | 0.27% | +69+3.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,080 | $361.6K | 0.16% | +5+0.2% | Added |
| WealthPLAN Partners, LLC | 1,935 | $361.4K | 0.03% | +1,935 | New |
| Reynders McVeigh Capital Management, LLC | 2,067 | $359.0K | 0.03% | −57−2.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,067 | $359.0K | 0.13% | +93+4.7% | Added |
| Wealth Management Associates, Inc. | 2,065 | $359.0K | 0.24% | +207+11.1% | Added |
| TNF LLC | 1,892 | $357.2K | 0.16% | +2+0.1% | Added |
| 180 Wealth Advisors, LLC | 1,987 | $357.1K | 0.08% | −19−0.9% | Reduced |
| FourThought Financial Partners, LLC | 2,043 | $355.2K | 0.05% | +2,043 | New |
| Beaton Management Co. Inc. | 2,043 | $355.0K | 0.24% | 00.0% | Unchanged |
| Maven Securities LTD | 2,040 | $354.6K | 0.07% | −2,467−54.7% | Reduced |
| Game Plan Financial Advisors, LLC | 2,040 | $354.6K | 0.29% | −100−4.7% | Reduced |
| WC Walker & Associates, Inc. | 2,008 | $354.5K | 0.19% | +135+7.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,037 | $354.1K | 0.03% | +53+2.7% | Added |
| First Heartland Consultants, Inc. | 2,036 | $354.0K | 0.06% | +36+1.8% | Added |
| First Western Trust Bank | 2,033 | $353.4K | 0.02% | −173−7.8% | Reduced |
| Howe & Rusling Inc | 2,018 | $350.8K | 0.04% | +734+57.2% | Added |
| Red Wave Investments LLC | 2,012 | $349.8K | 0.15% | −1,053−34.4% | Reduced |
| Alpha Financial Partners, LLC | 2,006 | $348.8K | 0.42% | +2,006 | New |
| Caerus Investment Advisors, LLC | 2,006 | $348.7K | 0.53% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,018 | $348.1K | 0.27% | +10.0% | Added |
| Investment Partners, Ltd. | 2,002 | $348.1K | 0.18% | −2,053−50.6% | Reduced |
| Rice Partnership, LLC | 2,000 | $347.7K | 0.11% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,000 | $347.7K | 0.23% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,000 | $347.7K | 0.07% | +118+6.3% | Added |
| Benedict Financial Advisors Inc | 1,992 | $346.3K | 0.10% | +11+0.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,983 | $345.0K | 0.04% | +1,983 | New |
| Evoke Wealth, LLC | 1,982 | $344.5K | 0.01% | −728−26.9% | Reduced |
| Smithfield Trust Co | 1,993 | $343.0K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,967 | $342.0K | 0.01% | +1,905+3,072.6% | Added |
| PFS Partners, LLC | 1,963 | $341.3K | 0.36% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,960 | $340.8K | 0.11% | +6+0.3% | Added |
| Merriman Wealth Management, LLC | 1,950 | $339.0K | 0.02% | −46−2.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,950 | $339.0K | 0.20% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,948 | $338.6K | 0.22% | −97−4.7% | Reduced |
| Shepherd Financial Partners LLC | 1,939 | $337.1K | 0.06% | +578+42.5% | Added |
| HFR Wealth Management, LLC | 1,936 | $337.0K | 0.10% | −120−5.8% | Reduced |
| Schrum Private Wealth Management LLC | 1,934 | $336.3K | 0.40% | −144−6.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,934 | $336.3K | 0.05% | −143−6.9% | Reduced |
| Platform Technology Partners | 1,933 | $336.0K | 0.17% | −40−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,932 | $335.8K | 0.08% | −80−4.0% | Reduced |
| McIlrath & Eck, LLC | 1,928 | $335.2K | 0.09% | −276−12.5% | Reduced |
| Avestar Capital, LLC | 1,928 | $335.2K | 0.07% | −90−4.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,923 | $334.0K | 0.02% | +1,923 | New |
| Gateway Wealth Partners, LLC | 1,921 | $333.9K | 0.06% | +1,921 | New |
| Vista Capital Partners, Inc. | 1,920 | $333.8K | 0.05% | −56−2.8% | Reduced |
| Wealth Management Solutions, LLC | 1,908 | $332.0K | 0.17% | −610−24.2% | Reduced |
| Encompass Wealth Advisors, LLC | 1,909 | $331.9K | 0.12% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,900 | $330.3K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $330.0K | 0.20% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,892 | $328.9K | 0.03% | −90−4.5% | Reduced |
| CoreCap Advisors, LLC | 1,889 | $328.6K | 0.02% | −5,658−75.0% | Reduced |
| Strait & Sound Wealth Management LLC | 1,828 | $327.2K | 0.36% | +1,828 | New |
| Staley Capital Advisers Inc | 1,881 | $327.0K | 0.02% | −60−3.1% | Reduced |
| Creative Financial Designs Inc | 1,881 | $327.0K | 0.05% | +1+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 1,879 | $326.0K | 0.13% | −3−0.2% | Reduced |
| Security National Bank of So Dak | 1,878 | $326.0K | 0.24% | +170+10.0% | Added |
| American Trust | 1,873 | $325.6K | 0.03% | −103−5.2% | Reduced |
| Stokes Family Office, LLC | 1,864 | $324.0K | 0.04% | −59−3.1% | Reduced |
| Texas Capital Bancshares Inc | 1,861 | $323.5K | 0.23% | +12+0.6% | Added |
| Dudley Capital Management, LLC | 1,861 | $323.5K | 0.24% | +1,861 | New |
| Greenwood Gearhart Inc | 1,855 | $322.5K | 0.05% | −79−4.1% | Reduced |
| N.E.W. Advisory Services LLC | 1,854 | $322.3K | 0.05% | −371−16.7% | Reduced |
| GAM Holding AG | 1,854 | $322.3K | 0.03% | −2,398−56.4% | Reduced |
| Castleview Partners, LLC | 1,853 | $322.1K | 0.31% | −153−7.6% | Reduced |
| Reitz Capital Advisors LLC | 1,854 | $322.0K | 0.31% | −1,197−39.2% | Reduced |
| Goldstein Advisors, LLC | 1,849 | $321.0K | 0.08% | +1,849 | New |
| Journey Advisory Group, LLC | 1,846 | $320.9K | 0.08% | +1+0.1% | Added |
| Accel Wealth Management | 1,845 | $320.7K | 0.15% | −39−2.1% | Reduced |
| Legacy Bridge, LLC | 1,839 | $319.7K | 0.23% | +47+2.6% | Added |
| Platte River Wealth Advisors, LLC | 1,835 | $319.0K | 0.13% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,833 | $318.6K | 0.23% | +1,833 | New |
| BLB&B Advisors, LLC | 1,827 | $317.5K | 0.02% | −124−6.4% | Reduced |
| Boothbay Fund Management, LLC | 1,826 | $317.4K | 0.01% | −1,258−40.8% | Reduced |
| NovaPoint Capital, LLC | 1,824 | $317.1K | 0.14% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,804 | $315.9K | 0.11% | +434+31.7% | Added |
| Laidlaw Wealth Management LLC | 1,811 | $314.8K | 0.07% | −5,306−74.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,806 | $314.0K | 0.08% | −141−7.2% | Reduced |
| Weybosset Research & Management LLC | 1,800 | $313.0K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 1,800 | $312.9K | 0.03% | +1,800 | New |
| Cladis Investment Advisory, LLC | 1,799 | $312.7K | 0.31% | +1+0.1% | Added |
| Secure Asset Management, LLC | 1,798 | $312.5K | 0.11% | −549−23.4% | Reduced |
| FLC Capital Advisors | 1,791 | $311.3K | 0.10% | +295+19.7% | Added |