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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 1,790 | $311.2K | 0.07% | +30+1.7% | Added |
| Cohen & Steers, Inc. | 1,788 | $311.0K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 1,781 | $309.5K | 0.16% | +1,781 | New |
| Wellington Shields Capital Management, LLC | 1,778 | $309.1K | 0.04% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 1,769 | $307.5K | 0.20% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,767 | $307.2K | 0.19% | +52+3.0% | Added |
| Trust Co of Kansas | 1,765 | $307.0K | 0.20% | −20−1.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,754 | $304.9K | 0.09% | +21+1.2% | Added |
| WMS Partners, LLC | 1,753 | $304.7K | 0.03% | +4+0.2% | Added |
| Simplicity Wealth,LLC | 1,752 | $304.6K | 0.27% | +3+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 1,751 | $304.4K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,751 | $304.3K | 0.03% | +170+10.8% | Added |
| Univest Financial Corp | 1,749 | $304.0K | 0.10% | −111−6.0% | Reduced |
| Salomon & Ludwin, LLC | 1,749 | $304.0K | 0.04% | +430+32.6% | Added |
| West Bancorporation Inc | 1,743 | $303.0K | 0.22% | −154−8.1% | Reduced |
| Duality Advisers, LP | 1,743 | $303.0K | 0.03% | +1,743 | New |
| Latitude Advisors, LLC | 1,736 | $301.8K | 0.23% | +102+6.2% | Added |
| Vigilare Wealth Management | 1,735 | $301.7K | 0.18% | −81−4.5% | Reduced |
| M. Kraus & Co | 1,733 | $301.2K | 0.11% | +45+2.7% | Added |
| Rosenberg Matthew Hamilton | 1,722 | $299.3K | 0.10% | −33−1.9% | Reduced |
| 626 Financial, LLC | 1,713 | $297.8K | 0.21% | +1,713 | New |
| Caas Capital Management LP | 1,710 | $297.3K | 0.06% | +1,710 | New |
| Wellington Shields & Co., LLC | 1,705 | $296.4K | 0.07% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,704 | $296.2K | 0.20% | +1,704 | New |
| Essex LLC | 1,703 | $296.0K | 0.09% | +26+1.6% | Added |
| Silvia McColl Wealth Management, LLC | 1,701 | $295.7K | 0.29% | +1,701 | New |
| Peak Planning Group, LLC | 1,699 | $295.3K | 0.26% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,712 | $295.0K | 0.26% | −160−8.5% | Reduced |
| Verity Asset Management, Inc. | 1,695 | $294.7K | 0.25% | +340+25.1% | Added |
| Lodestone Wealth Management LLC | 1,692 | $294.1K | 0.24% | +1,692 | New |
| Credit Agricole S A | 1,686 | $293.1K | 0.01% | −2,684−61.4% | Reduced |
| WD Rutherford LLC | 1,685 | $292.9K | 0.23% | −5−0.3% | Reduced |
| M&G Investment Management Ltd | 1,683 | $292.8K | 0.00% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,683 | $292.6K | 0.19% | +1,683 | New |
| Montag & Caldwell, LLC | 1,682 | $292.4K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,679 | $291.9K | 0.10% | +1,679 | New |
| L2 Asset Management, LLC | 1,670 | $290.3K | 0.19% | +201+13.7% | Added |
| OneAscent Financial Services LLC | 1,670 | $290.0K | 0.12% | +90+5.7% | Added |
| ASB Consultores, LLC | 1,662 | $288.9K | 0.12% | +194+13.2% | Added |
| Vicus Capital | 1,655 | $287.8K | 0.03% | −79−4.6% | Reduced |
| Fort Sheridan Advisors LLC | 1,650 | $286.8K | 0.09% | −150−8.3% | Reduced |
| Aspire Capital Advisors LLC | 1,649 | $286.7K | 0.16% | +9+0.5% | Added |
| Osborne Partners Capital Management, LLC | 1,644 | $285.8K | 0.02% | +21+1.3% | Added |
| S&T Bank | 1,639 | $285.0K | 0.05% | +9+0.6% | Added |
| LexAurum Advisors, LLC | 1,628 | $283.0K | 0.10% | +1+0.1% | Added |
| Chase Investment Counsel Corp | 1,623 | $282.0K | 0.17% | +113+7.5% | Added |
| OneAscent Wealth Management LLC | 1,621 | $282.0K | 0.13% | +120+8.0% | Added |
| Icapital Wealth LLC | 1,617 | $281.1K | 0.22% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,617 | $281.1K | 0.08% | +1,617 | New |
| Sax Wealth Advisors, LLC | 1,605 | $279.0K | 0.06% | +1,605 | New |
| Quadrant Private Wealth Management, LLC | 1,605 | $279.0K | 0.09% | +1,605 | New |
| 3Chopt Investment Partners, LLC | 1,605 | $279.0K | 0.15% | +1,605 | New |
| Beaumont Financial Advisors, LLC | 1,603 | $278.7K | 0.03% | +1,603 | New |
| Salem Investment Counselors Inc | 1,603 | $278.7K | 0.01% | +99+6.6% | Added |
| German American Bancorp, Inc. | 1,603 | $278.7K | 0.04% | +1,603 | New |
| Kercheville Advisors, LLC | 1,601 | $278.3K | 0.19% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 1,598 | $277.8K | 0.13% | +1,598 | New |
| Sage Rhino Capital LLC | 1,597 | $277.6K | 0.09% | +29+1.8% | Added |
| Retirement Planning Co of New England, Inc. | 1,593 | $277.0K | 0.18% | +81+5.4% | Added |
| Aire Advisors, LLC | 1,596 | $276.7K | 0.08% | −98−5.8% | Reduced |
| Bluesphere Advisors, LLC | 1,591 | $276.6K | 0.25% | −228−12.5% | Reduced |
| Chilton Investment Co LLC | 1,591 | $276.6K | 0.01% | 00.0% | Unchanged |
| Transparent Wealth Partners LLC | 1,581 | $274.8K | 0.22% | +13+0.8% | Added |
| Tower Wealth Partners, Inc. | 1,577 | $274.1K | 0.24% | −1,739−52.4% | Reduced |
| Laird Norton Trust Company, LLC | 1,576 | $274.0K | 0.04% | +1,576 | New |
| Grant/GrossMendelsohn, LLC | 1,527 | $273.3K | 0.14% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,563 | $271.7K | 0.01% | −16,857−91.5% | Reduced |
| Quent Capital, LLC | 1,555 | $270.3K | 0.05% | +28+1.8% | Added |
| Sunburst Financial Group, LLC | 1,549 | $269.4K | 0.11% | −27−1.7% | Reduced |
| Pacific Sage Partners, LLC | 1,546 | $268.8K | 0.09% | +1,546 | New |
| Bill Few Associates, Inc. | 1,545 | $268.6K | 0.16% | 00.0% | Unchanged |
| Garda Capital Partners LP | 1,539 | $267.5K | 0.25% | +1,539 | New |
| Invictus Private Wealth, LLC | 1,537 | $267.2K | 0.03% | +1,537 | New |
| Coyle Financial Counsel LLC | 1,530 | $266.0K | 0.13% | +4+0.3% | Added |
| EPG Wealth Management LLC | 1,529 | $265.8K | 0.10% | −1,287−45.7% | Reduced |
| Perfromance Wealth Partners, LLC | 1,521 | $264.4K | 0.02% | −370−19.6% | Reduced |
| Davidson Investment Advisors | 1,518 | $263.9K | 0.02% | −75−4.7% | Reduced |
| Point72 Middle East FZE | 1,515 | $263.4K | 0.02% | +1,515 | New |
| Steel Peak Wealth Management LLC | 1,512 | $262.8K | 0.02% | +149+10.9% | Added |
| Hall Laurie J Trustee | 1,500 | $261.0K | 0.12% | 00.0% | Unchanged |
| Rbo & Co LLC | 1,500 | $260.8K | 0.05% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,490 | $259.0K | 0.10% | −32−2.1% | Reduced |
| Blue Barn Wealth, LLC | 1,486 | $258.3K | 0.17% | −84−5.4% | Reduced |
| Boltwood Capital Management | 1,485 | $258.2K | 0.10% | −25−1.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,481 | $257.5K | 0.03% | −68−4.4% | Reduced |
| Private Capital Management, LLC | 1,479 | $257.1K | 0.04% | +2+0.1% | Added |
| TCI Wealth Advisors, Inc. | 1,474 | $256.2K | 0.04% | −63−4.1% | Reduced |
| Compass Financial Advisors LLC | 1,473 | $256.0K | 0.35% | −16−1.1% | Reduced |
| Capital Advisors Inc | 1,466 | $254.9K | 0.01% | +1,466 | New |
| Alpha Family Trust | 1,465 | $254.7K | 0.23% | +1,465 | New |
| Means Investment Co., Inc. | 1,463 | $254.3K | 0.05% | −96−6.2% | Reduced |
| Oak Asset Management, LLC | 1,461 | $254.0K | 0.11% | −9−0.6% | Reduced |
| Hamilton Capital, LLC | 1,459 | $253.6K | 0.02% | +1,459 | New |
| Harvey Investment Co LLC | 1,458 | $253.0K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,447 | $251.5K | 0.15% | +1,447 | New |
| Newbridge Financial Services Group, Inc. | 1,445 | $251.2K | 0.14% | −470−24.5% | Reduced |
| Krilogy Financial LLC | 1,444 | $251.1K | 0.02% | +1,444 | New |
| Fortitude Advisory Group L.L.C. | 1,442 | $250.6K | 0.22% | +1+0.1% | Added |
| Wealthsource Partners, LLC | 1,438 | $249.9K | 0.02% | −553−27.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,435 | $249.5K | 0.13% | +62+4.5% | Added |