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.
| 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| Zevin Asset Management LLC | 97,563 | $17.0M | 3.68% | +313+0.3% | Added |
| International Assets Investment Management, LLC | 96,557 | $16.8M | 1.74% | +96,557 | New |
| PGGM Investments | 96,339 | $16.7M | 0.29% | −6,112−6.0% | Reduced |
| Osher Van de Voorde Investment Management | 96,155 | $16.7M | 4.31% | −350−0.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 94,734 | $16.5M | 0.43% | +94,734 | New |
| ProShare Advisors LLC | 93,623 | $16.3M | 0.06% | +396+0.4% | Added |
| Bartlett & Co. LLC | 92,849 | $16.1M | 0.32% | −320.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92,849 | $16.1M | 0.32% | −320.0% | Reduced |
| Achmea Investment Management B.V. | 98,535 | $16.1M | 0.54% | −5,767−5.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 91,894 | $16.0M | 1.23% | +1,068+1.2% | Added |
| Daymark Wealth Partners, LLC | 91,773 | $16.0M | 2.82% | +91,773 | New |
| Southern Capital Advisors, LLC | 91,679 | $15.9M | 12.33% | −79−0.1% | Reduced |
| Texas Yale Capital Corp. | 91,521 | $15.9M | 0.91% | −235−0.3% | Reduced |
| Harvest Portfolios Group Inc. | 91,353 | $15.9M | 0.91% | +91,353 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,241 | $15.9M | 0.23% | −88,504−49.2% | Reduced |
| Huntington National Bank | 91,144 | $15.8M | 0.17% | +2,474+2.8% | Added |
| Unigestion Holding SA | 89,870 | $15.8M | 0.84% | +950+1.1% | Added |
| Public Sector Pension Investment Board | 90,737 | $15.8M | 0.13% | +12,262+15.6% | Added |
| CIBC Private Wealth Group, LLC | 117,827 | $15.6M | 0.05% | −4,207−3.4% | Reduced |
| Pinnacle Associates Ltd | 89,619 | $15.6M | 0.34% | −1,674−1.8% | Reduced |
| AE Wealth Management LLC | 89,514 | $15.6M | 0.11% | +772+0.9% | Added |
| Greatmark Investment Partners, Inc. | 89,334 | $15.5M | 2.84% | −2,406−2.6% | Reduced |
| Commerce Bank | 88,664 | $15.4M | 0.13% | +759+0.9% | Added |
| Cornerstone Advisors, LLC | 88,000 | $15.3M | 0.76% | 00.0% | Unchanged |
| Charter Trust Co | 87,038 | $15.1M | 1.21% | +170.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 86,975 | $15.1M | 2.40% | +1,801+2.1% | Added |
| Blue Chip Partners, Inc. | 86,589 | $15.1M | 1.87% | +2,327+2.8% | Added |
| Iowa State Bank | 86,175 | $15.0M | 3.76% | +1,052+1.2% | Added |
| CIBC World Markets Corp | 85,802 | $14.9M | 0.10% | +74,697+672.6% | Added |
| Armstrong Advisory Group, Inc | 85,702 | $14.9M | 1.96% | +85,702 | New |
| Mayflower Financial Advisors, LLC | 85,687 | $14.9M | 2.07% | −62−0.1% | Reduced |
| Czech National Bank | 85,417 | $14.8M | 0.39% | +346+0.4% | Added |
| Brinker Capital Investments, LLC | 85,250 | $14.8M | 0.30% | −2,140−2.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 85,071 | $14.8M | 3.24% | +2,868+3.5% | Added |
| Nissay Asset Management Corp | 84,355 | $14.7M | 0.14% | −52−0.1% | Reduced |
| HBK Sorce Advisory LLC | 83,970 | $14.6M | 0.39% | +39,097+87.1% | Added |
| Gradient Investments LLC | 83,968 | $14.6M | 0.46% | +5,938+7.6% | Added |
| Verity & Verity, LLC | 83,669 | $14.5M | 1.90% | +3,125+3.9% | Added |
| Richard C. Young & CO., LTD. | 83,390 | $14.5M | 1.93% | +446+0.5% | Added |
| TD Waterhouse Canada Inc. | 77,455 | $14.5M | 0.16% | +620+0.8% | Added |
| Franklin Street Advisors Inc | 82,922 | $14.4M | 1.37% | −5,131−5.8% | Reduced |
| Mayar Capital Ltd. | 82,794 | $14.4M | 12.45% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 82,403 | $14.3M | 0.65% | +605+0.7% | Added |
| Kornitzer Capital Management Inc | 82,402 | $14.3M | 0.29% | +1,174+1.4% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $14.2M | 5.60% | −70.0% | Reduced |
| Fisher Asset Management, LLC | 81,523 | $14.2M | 0.01% | +5,087+6.7% | Added |
| Miramar Capital, LLC | 81,463 | $14.2M | 3.71% | +727+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 80,067 | $13.9M | 0.27% | +8,914+12.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 80,000 | $13.9M | 0.21% | 00.0% | Unchanged |
| Willis Investment Counsel | 79,518 | $13.8M | 0.88% | +533+0.7% | Added |
| Cantor Fitzgerald, L. P. | 79,308 | $13.8M | 0.30% | −3,474−4.2% | Reduced |
| Adviser Investments LLC | 75,063 | $13.7M | 0.34% | −69−0.1% | Reduced |
| Mackenzie Financial Corp | 78,551 | $13.7M | 0.02% | +5,611+7.7% | Added |
| Jacobs & Co | 78,517 | $13.6M | 1.78% | +117+0.1% | Added |
| Addenda Capital Inc. | 78,011 | $13.6M | 0.59% | −1,049−1.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 77,703 | $13.5M | 0.30% | −250−0.3% | Reduced |
| LGT Group Foundation | 77,193 | $13.4M | 0.42% | −13,315−14.7% | Reduced |
| StrategIQ Financial Group, LLC | 77,009 | $13.4M | 1.55% | +14,057+22.3% | Added |
| Abner Herrman & Brock LLC | 76,759 | $13.3M | 2.05% | +410+0.5% | Added |
| Lathrop Investment Management Corp | 74,326 | $12.9M | 2.86% | +327+0.4% | Added |
| Telos Capital Management, Inc. | 73,876 | $12.8M | 1.87% | +4,905+7.1% | Added |
| Welch & Forbes LLC | 73,799 | $12.8M | 0.23% | +1,502+2.1% | Added |
| Independent Advisor Alliance | 73,726 | $12.8M | 1.57% | −6,081−7.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,618 | $12.8M | 0.26% | −38,121−34.1% | Reduced |
| Stack Financial Management, Inc | 73,083 | $12.7M | 1.28% | +352+0.5% | Added |
| Hendershot Investments Inc. | 73,060 | $12.7M | 2.14% | +2,788+4.0% | Added |
| 1832 Asset Management L.P. | 72,227 | $12.6M | 0.03% | +4,627+6.8% | Added |
| Prudential PLC | 72,019 | $12.5M | 0.16% | +13,325+22.7% | Added |
| Guyasuta Investment Advisors Inc | 71,876 | $12.5M | 0.99% | +117+0.2% | Added |
| FIL Ltd | 71,197 | $12.4M | 0.01% | +14,321+25.2% | Added |
| TCTC Holdings, LLC | 70,369 | $12.2M | 0.50% | −649−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 69,670 | $12.1M | 0.02% | +1,961+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 69,652 | $12.1M | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 69,544 | $12.1M | 0.04% | +2,173+3.2% | Added |
| J.W. Cole Advisors, Inc. | 69,418 | $12.1M | 0.93% | +1,347+2.0% | Added |
| Sowell Financial Services LLC | 69,397 | $12.1M | 0.78% | +2,358+3.5% | Added |
| Stillwater Capital Advisors, LLC | 69,279 | $12.0M | 2.54% | −772−1.1% | Reduced |
| Logan Capital Management Inc | 67,011 | $11.6M | 0.60% | −143−0.2% | Reduced |
| Alberta Investment Management Corp | 66,996 | $11.6M | 0.10% | −27,800−29.3% | Reduced |
| Colony Group LLC | 66,571 | $11.6M | 0.16% | +6,783+11.3% | Added |
| Segall Bryant & Hamill, LLC | 66,545 | $11.6M | 0.13% | −153−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 66,246 | $11.5M | 1.39% | +529+0.8% | Added |
| Assenagon Asset Management S.A. | 66,181 | $11.5M | 0.05% | −21,615−24.6% | Reduced |
| Formuepleje A/S | 65,968 | $11.5M | 0.97% | +33,466+103.0% | Added |
| Bank of Nova Scotia | 65,923 | $11.5M | 0.03% | +34+0.1% | Added |
| Lockheed Martin Investment Management Co | 65,746 | $11.4M | 0.76% | +100+0.2% | Added |
| Cetera Investment Advisers | 65,436 | $11.4M | 0.11% | +20,960+47.1% | Added |
| First National Bank of Omaha | 65,232 | $11.3M | 0.70% | −2,205−3.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 65,197 | $11.3M | 0.18% | +22,050+51.1% | Added |
| Peapack Gladstone Financial Corp | 65,142 | $11.3M | 0.22% | +1,426+2.2% | Added |
| Linscomb & Williams, Inc. | 65,096 | $11.3M | 0.57% | +3,025+4.9% | Added |
| 9258 Wealth Management, LLC | 64,947 | $11.3M | 2.44% | +280.0% | Added |
| British Columbia Investment Management Corp | 64,893 | $11.3M | 0.12% | −7,889−10.8% | Reduced |
| CapWealth Advisors, LLC | 64,327 | $11.2M | 1.31% | +885+1.4% | Added |
| SYSTM Wealth Solutions LLC | 64,270 | $11.2M | 1.39% | +64,270 | New |
| Capital Management Corp | 63,550 | $11.0M | 2.72% | +8,278+15.0% | Added |
| Biechele Royce Advisors | 63,177 | $11.0M | 4.48% | +5,155+8.9% | Added |
| CCM Investment Advisers LLC | 62,972 | $10.9M | 1.74% | −8,336−11.7% | Reduced |
| United Bank | 62,905 | $10.9M | 1.53% | +7,832+14.2% | Added |
| Lynch & Associates | 62,768 | $10.9M | 2.85% | +87+0.1% | Added |