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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
Vestor Capital, LLC1,430$249.0K0.03%+155+12.2%Added
Centurion Wealth Management LLC1,431$248.8K0.14%+1,431New
Semus Wealth Partners LLC1,422$247.3K0.30%+1,422New
Bedel Financial Consulting, Inc.1,421$247.0K0.06%00.0%Unchanged
Buffington Mohr McNeal1,419$246.7K0.06%+1,419New
E Fund Management Co., Ltd.1,408$245.0K0.02%−74−5.0%Reduced
Summit Financial Group Inc1,404$244.0K0.10%−107−7.1%Reduced
Mezzasalma Advisors, LLC1,403$243.9K0.21%+1,403New
Carl P. Sherr & Co., LLC1,397$242.9K0.18%−49−3.4%Reduced
Quad-Cities Investment Group, LLC1,397$242.9K0.18%−107−7.1%Reduced
Gill Capital Partners, LLC1,392$242.0K0.11%−1,261−47.5%Reduced
Wealth Quarterback LLC1,388$241.3K0.20%−23−1.6%Reduced
Providence Wealth Advisors, LLC1,389$241.3K0.18%00.0%Unchanged
West Michigan Advisors, LLC1,383$240.4K0.18%−274−16.5%Reduced
Catalyst Financial Partners LLC1,378$239.6K0.12%+1,378New
Acorn Financial Advisory Services Inc1,378$239.5K0.05%00.0%Unchanged
Wealthquest Corp1,374$238.9K0.03%+120+9.6%Added
Auxano Advisors, LLC1,363$236.9K0.11%00.0%Unchanged
LBMC Investment Advisors, LLC1,361$236.7K0.02%+10+0.7%Added
Becker Capital Management Inc1,360$236.4K0.01%−146−9.7%Reduced
Southland Equity Partners LLC1,360$236.4K0.09%+103+8.2%Added
Diversified, LLC1,356$235.8K0.09%+1,356New
ELCO Management Co., LLC1,355$235.6K0.18%00.0%Unchanged
Core Wealth Partners LLC15,720$235.5K0.29%+15,720New
Regents of the University of California1,350$234.7K0.04%00.0%Unchanged
Fairhaven Wealth Management, LLC1,349$234.5K0.10%−5−0.4%Reduced
Capital International Inc1,348$234.3K0.01%−3,107−69.7%Reduced
MQS Management LLC1,347$234.2K0.16%−1,105−45.1%Reduced
Tiemann Investment Advisors, LLC1,347$234.2K0.14%−60−4.3%Reduced
Thrive Capital Management, LLC1,347$234.1K0.15%+49+3.8%Added
Independent Solutions Wealth Management, LLC1,344$233.6K0.07%00.0%Unchanged
Glassman Wealth Services1,343$233.5K0.04%−107−7.4%Reduced
LWM Advisory Services, LLC1,343$233.5K0.26%−607−31.1%Reduced
Braun-Bostich & Associates Inc.1,343$233.5K0.67%−22−1.6%Reduced
Argent Capital Management LLC1,342$233.3K0.01%−60−4.3%Reduced
Center For Asset Management LLC1,334$232.0K0.22%+21+1.6%Added
Oak Hill Wealth Advisors, LLC1,333$231.8K0.10%+1,333New
Quantum Financial Advisors, LLC1,330$231.2K0.10%+11+0.8%Added
First Interstate Bank1,325$231.0K0.02%−150−10.2%Reduced
Wedge Capital Management L L P1,331$231.0K0.00%+23+1.8%Added
Aveo Capital Partners, LLC1,328$230.9K0.03%+1,328New
Redmont Wealth Advisors LLC1,327$230.7K0.27%+1,327New
Symphony Financial, Ltd. Co.1,300$230.3K0.06%−340−20.7%Reduced
Ssi Investment Management LLC1,319$229.3K0.01%00.0%Unchanged
First PREMIER Bank1,318$229.0K0.07%−49−3.6%Reduced
Dillon & Associates Inc1,302$227.0K0.05%00.0%Unchanged
Arthur M. Cohen & Associates, LLC1,303$226.5K0.06%00.0%Unchanged
Wealth Effects LLC1,298$225.6K0.13%−69−5.0%Reduced
FSM Wealth Advisors, LLC1,298$225.6K0.16%+8+0.6%Added
Angeles Wealth Management, LLC1,291$224.4K0.04%−61−4.5%Reduced
Resource Planning Group1,291$224.4K0.18%+2+0.2%Added
Hudock, Inc.1,284$223.4K0.08%+125+10.8%Added
Appleton Partners Inc1,282$223.0K0.02%00.0%Unchanged
Headlands Technologies LLC1,282$223.0K0.18%+1,282New
Horizon Family Wealth, Inc.1,276$221.8K0.26%+33+2.7%Added
Tucker Asset Management LLC1,262$221.8K0.07%+254+25.2%Added
Crewe Advisors LLC1,259$218.9K0.03%+691+121.7%Added
Madison Wealth Partners, Inc1,259$218.8K0.13%+8+0.6%Added
Derbend Asset Management1,256$218.4K0.17%00.0%Unchanged
Glass Jacobson Investment Advisors llc1,255$218.2K0.11%+1,255New
Nichols & Pratt Advisers LLP1,250$217.3K0.02%+1,250New
Abacus Planning Group, Inc.1,250$217.3K0.06%−426−25.4%Reduced
Trust Co1,250$217.0K0.04%+22+1.8%Added
Keystone Wealth Services, LLC1,244$216.3K0.09%+6+0.5%Added
Pinnacle Bancorp, Inc.1,244$216.0K0.08%−30−2.4%Reduced
Hamilton Wealth, LLC1,238$215.3K0.09%+1,238New
Indie Asset Partners, LLC1,237$215.1K0.24%+1,237New
Bank Julius Baer & Co. Ltd, Zurich1,239$215.0K0.00%+638+106.2%Added
Aua Capital Management, LLC1,236$214.9K0.15%00.0%Unchanged
Holistic Financial Partners1,236$214.9K0.19%+1,236New
Everhart Financial Group, Inc.1,231$214.0K0.11%−187−13.2%Reduced
Nadler Financial Group, Inc.1,226$213.1K0.04%+1,226New
Garrett Investment Advisors LLC1,225$213.0K0.04%−149−10.8%Reduced
Edge Capital Group, LLC1,224$212.7K0.01%−160−11.6%Reduced
CWS Financial Advisors, LLC1,250$212.0K0.09%−119−8.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,216$211.5K0.02%−12−1.0%Reduced
Stephens Investment Management Group LLC1,203$211.4K0.00%+334+38.4%Added
Carroll Investors, Inc1,198$210.5K0.22%+1,198New
Wealth Architects, LLC1,211$210.5K0.04%−108−8.2%Reduced
Financial Planning & Information Services, Inc.1,210$210.3K0.04%+1,210New
Barnes Pettey Financial Advisors, LLC1,209$210.2K0.22%+1,209New
Modera Wealth Management, LLC1,209$210.1K0.01%−245−16.9%Reduced
Planning Center, Inc.1,208$210.0K0.06%−56−4.4%Reduced
Sonora Investment Management Group, LLC1,199$208.4K0.02%+1,199New
Schwarz Dygos Wheeler Investment Advisors LLC1,197$208.1K0.08%+1,197New
Opal Wealth Advisors, LLC1,197$208.1K0.11%+1,197New
Tradition Wealth Management, LLC1,194$208.0K0.03%−63−5.0%Reduced
Philadelphia Trust Co1,194$208.0K0.02%+1,194New
Ellis Investment Partners, LLC1,194$207.5K0.06%+9+0.8%Added
Epic Trust Investment Advisors, LLC1,188$207.0K0.31%+1,188New
Shakespeare Wealth Management, Inc.1,190$206.9K0.08%+1,190New
NBW Capital LLC1,187$206.3K0.05%+1,187New
Act Wealth Management, LLC1,179$205.0K0.13%+1,179New
Key Financial Inc1,266$204.5K0.10%00.0%Unchanged
Bickling Financial Services, Inc.1,175$204.3K0.13%+1,175New
Plante Moran Financial Advisors, LLC1,171$203.6K0.03%+858+274.1%Added
West Branch Capital LLC1,167$202.9K0.13%−49−4.0%Reduced
Northwest Wealth Management, LLC1,167$202.9K0.09%+1,167New
Firethorn Wealth Partners, LLC1,166$202.7K0.17%+1,166New
Berger Financial Group, Inc1,165$202.6K0.03%+1,165New