Skip to main content

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
2,237
+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
956 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: 2,237 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 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 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$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
Millennium Management LLC196,525$34.2M0.04%+167,180+569.7%Added
Trillium Asset Management, LLC196,098$34.1M1.05%−5,737−2.8%Reduced
Smith Chas P & Associates Pa Cpas194,336$33.8M2.40%+2,952+1.5%Added
Candriam Luxembourg S.C.A.193,869$33.7M0.23%−22,527−10.4%Reduced
Oppenheimer Asset Management Inc.192,406$33.4M0.54%−5,632−2.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)192,134$33.4M0.18%−43,755−18.5%Reduced
American International Group, Inc.190,048$33.0M0.23%−5,003−2.6%Reduced
Badgley Phelps Wealth Managers, LLC187,023$32.5M1.30%−6,706−3.5%Reduced
Keybank National Association186,736$32.5M0.16%−4,260−2.2%Reduced
Storebrand Asset Management AS186,703$32.5M0.18%−1,134−0.6%Reduced
Qube Research & Technologies Ltd185,889$32.3M0.19%−92,226−33.2%Reduced
USS Investment Management Ltd184,683$32.1M0.46%+18,716+11.3%Added
Neuberger Berman Group LLC182,827$31.8M0.03%−14,195−7.2%Reduced
Teacher Retirement System of Texas179,164$31.1M0.23%−12,714−6.6%Reduced
Delta Asset Management LLC177,773$30.9M3.37%+1,325+0.8%Added
Raymond James Trust N.A.177,214$30.8M1.04%+2,177+1.2%Added
Westshore Wealth, LLC174,508$30.3M17.28%−2,724−1.5%Reduced
Macquarie Group Ltd174,164$30.3M0.04%+12,992+8.1%Added
Dearborn Partners LLC173,633$30.2M1.22%−7,055−3.9%Reduced
DnB Asset Management AS172,833$30.0M0.21%+8,964+5.5%Added
Mercer Global Advisors Inc172,425$30.0M0.15%+10,842+6.7%Added
D.A. Davidson & Co.170,982$29.7M0.35%+11,521+7.2%Added
Nexus Investment Management ULC170,460$29.6M3.35%+1,575+0.9%Added
First Manhattan Co170,359$29.6M0.11%−1,012−0.6%Reduced
AQR Capital Management LLC170,180$29.6M0.07%−64,252−27.4%Reduced
Twin Tree Management, LP168,782$29.3M0.90%+168,782New
Xponance, Inc.166,815$29.0M0.47%+29,893+21.8%Added
Alpha Cubed Investments, LLC166,723$29.0M2.19%−691−0.4%Reduced
Brown Advisory Inc166,082$28.9M0.05%−6,001−3.5%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.164,086$28.5M0.10%+13,184+8.7%Added
Klingenstein Fields & Co LP162,938$28.3M1.47%−1,477−0.9%Reduced
Cetera Advisor Networks LLC160,865$28.0M0.23%+34,597+27.4%Added
Umb Bank N A159,296$27.7M0.44%−5,675−3.4%Reduced
Sabal Trust CO159,290$27.7M1.89%−394−0.2%Reduced
Vontobel Holding Ltd.159,295$27.7M0.28%+7,880+5.2%Added
KCM Investment Advisors LLC157,799$27.4M1.18%+323+0.2%Added
Swiss Life Asset Management Ltd151,584$26.4M0.44%+562+0.4%Added
Mirae Asset Global Investments Co., Ltd.150,608$26.2M0.07%+17,625+13.3%Added
Manning & Napier Group, LLC150,544$26.2M0.32%−7,624−4.8%Reduced
Capital Investment Advisors, LLC150,360$26.1M0.79%+1,747+1.2%Added
Calamos Advisors LLC148,197$25.8M0.12%−26,159−15.0%Reduced
National Bank of Canada148,335$25.8M0.07%+26,731+22.0%Added
Factory Mutual Insurance Co147,300$25.6M0.39%−26,700−15.3%Reduced
United Capital Financial Advisers, LLC145,823$25.3M0.14%−36,130−19.9%Reduced
Deprince Race & Zollo Inc145,526$25.3M0.58%+15,155+11.6%Added
Payden & Rygel145,110$25.2M1.34%−1,190−0.8%Reduced
Comerica Bank140,496$25.1M0.20%−1,782−1.3%Reduced
Waters Parkerson & Co., LLC143,822$25.0M1.50%−1,705−1.2%Reduced
Clarkston Capital Partners, LLC143,120$24.9M0.47%+1,221+0.9%Added
Baker Avenue Asset Management, LP142,674$24.8M1.48%−2,622−1.8%Reduced
CIBC Asset Management Inc141,432$24.6M0.10%−1,371−1.0%Reduced
Parsec Financial Management, Inc.140,054$24.3M1.08%−2,261−1.6%Reduced
Donald L. Hagan, LLC136,591$23.7M14.94%+6,591+5.1%Added
Westpac Banking Corp136,384$23.7M0.35%−7,672−5.3%Reduced
Professional Advisory Services Inc133,882$23.3M3.79%−478−0.4%Reduced
Scotia Capital Inc.133,045$23.1M0.18%−15,482−10.4%Reduced
Utah Retirement Systems130,618$22.7M0.36%−1,200−0.9%Reduced
Kestra Advisory Services, LLC129,235$22.5M0.20%−22,157−14.6%Reduced
Stephens Inc128,855$22.4M0.46%+14,736+12.9%Added
Stock Yards Bank & Trust Co127,534$22.2M0.87%−3,161−2.4%Reduced
Prio Wealth Limited Partnership126,809$22.0M0.88%+5,877+4.9%Added
Schwartz Investment Counsel Inc126,482$22.0M1.00%00.0%Unchanged
RSM US Wealth Management LLC125,720$21.9M1.08%+600.0%Added
BI Asset Management Fondsmaeglerselskab A/S125,303$21.8M0.58%+3,014+2.5%Added
IFM Investors Pty Ltd125,038$21.7M0.37%+700+0.6%Added
First Long Island Investors, LLC124,293$21.6M2.27%+392+0.3%Added
Saturna Capital CORP124,141$21.6M0.46%+29,599+31.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys123,365$21.4M0.18%+16,317+15.2%Added
Gulf International Bank (UK) Ltd122,480$21.3M0.37%+130+0.1%Added
Synovus Financial Corp122,236$21.2M0.24%+741+0.6%Added
Public Employees Retirement Association of Colorado122,225$21.2M0.12%−1,304−1.1%Reduced
Washington Trust Advisors, Inc.119,366$20.8M2.27%−1,926−1.6%Reduced
Axxcess Wealth Management, LLC118,789$20.7M1.70%−415−0.3%Reduced
Oregon Public Employees Retirement Fund117,837$20.5M0.26%−8,139−6.5%Reduced
Lazard Asset Management LLC117,623$20.4M0.03%+9,694+9.0%Added
Cambridge Investment Research Advisors, Inc.116,962$20.3M0.11%+7,134+6.5%Added
Yousif Capital Management, LLC116,169$20.2M0.27%+4,337+3.9%Added
Capula Management Ltd116,159$20.2M2.09%+51,889+80.7%Added
New York Life Investment Management LLC114,765$20.0M0.23%−387−0.3%Reduced
Jennison Associates LLC114,263$19.9M0.02%−1,594−1.4%Reduced
Wade G W & Inc113,851$19.8M0.81%+1,281+1.1%Added
Marcum Wealth, LLC113,177$19.7M2.61%−2,142−1.9%Reduced
State of Alaska, Department of Revenue109,396$19.0M0.24%−16,243−12.9%Reduced
Pinnacle Financial Partners Inc109,045$19.0M0.55%−26,248−19.4%Reduced
Marco Investment Management LLC107,764$18.7M2.19%−885−0.8%Reduced
Bryn Mawr Trust Co106,758$18.6M0.84%−1,470−1.4%Reduced
Fidelity National Financial, Inc.106,701$18.5M0.67%00.0%Unchanged
Everett Harris & Co106,397$18.5M0.32%−3,436−3.1%Reduced
Stewart & Patten Co LLC105,086$18.3M3.18%+273+0.3%Added
Financial Counselors Inc104,872$18.2M0.41%+1,403+1.4%Added
Mutual of America Capital Management LLC104,341$18.1M0.23%+2,929+2.9%Added
Texas Permanent School Fund103,993$18.1M0.27%+440+0.4%Added
Oakview Capital Management, L.P.102,389$17.8M7.61%+3,767+3.8%Added
Virginia Retirement Systems Et Al101,800$17.7M0.18%+1,700+1.7%Added
MML Investors Services, LLC101,399$17.6M0.12%−22,127−17.9%Reduced
CIBC World Markets Inc.101,299$17.6M0.07%+8,073+8.7%Added
Grimes & Company, Inc.101,194$17.6M0.74%+2,951+3.0%Added
Atria Investments LLC99,396$17.3M0.35%+3,266+3.4%Added
Godsey & Gibb Associates98,301$17.1M3.24%+98,301New
Investment House LLC97,740$17.0M1.59%+4,359+4.7%Added