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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 62,669 | $10.9M | 0.09% | +26,349+72.5% | Added |
| Noesis Capital Mangement Corp | 62,372 | $10.8M | 3.08% | −411−0.7% | Reduced |
| Wilkins Investment Counsel Inc | 62,087 | $10.8M | 2.84% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 61,857 | $10.8M | 0.18% | +178+0.3% | Added |
| ARGI Investment Services, LLC | 61,528 | $10.7M | 0.34% | −782−1.3% | Reduced |
| Trexquant Investment LP | 61,521 | $10.7M | 0.30% | +38,941+172.5% | Added |
| Vestmark Advisory Solutions, Inc. | 61,507 | $10.7M | 0.52% | +285+0.5% | Added |
| Wesbanco Bank Inc | 61,506 | $10.7M | 0.48% | +48,314+366.2% | Added |
| Congress Asset Management Co | 61,491 | $10.7M | 0.11% | +953+1.6% | Added |
| Captrust Financial Advisors | 61,186 | $10.6M | 0.05% | +1,560+2.6% | Added |
| LVM Capital Management Ltd | 60,838 | $10.6M | 1.53% | +3,080+5.3% | Added |
| Isthmus Partners, LLC | 60,780 | $10.6M | 1.59% | −2,350−3.7% | Reduced |
| Romano Brothers and Company | 60,555 | $10.5M | 1.60% | +101+0.2% | Added |
| FDx Advisors, Inc. | 60,472 | $10.5M | 0.46% | +3,235+5.7% | Added |
| Sigma Investment Counselors Inc | 60,469 | $10.5M | 0.86% | −200−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 60,311 | $10.5M | 0.53% | +5,164+9.4% | Added |
| Galvin, Gaustad & Stein, LLC | 60,302 | $10.5M | 1.06% | −3,919−6.1% | Reduced |
| Bokf, NA | 60,171 | $10.5M | 0.19% | +688+1.2% | Added |
| Stonegate Investment Group, LLC | 60,140 | $10.5M | 0.45% | −1,564−2.5% | Reduced |
| Securian Asset Management, Inc | 60,026 | $10.4M | 0.29% | −758−1.2% | Reduced |
| Ameritas Advisory Services, LLC | 59,725 | $10.4M | 0.48% | +642+1.1% | Added |
| Gotham Asset Management, LLC | 59,615 | $10.4M | 0.29% | +12,370+26.2% | Added |
| Gilbert & Cook, Inc. | 59,607 | $10.4M | 1.89% | −100.0% | Reduced |
| Woodmont Investment Counsel LLC | 59,597 | $10.4M | 1.17% | +959+1.6% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $10.3M | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 59,220 | $10.3M | 0.26% | +955+1.6% | Added |
| NewEdge Wealth, LLC | 59,030 | $10.3M | 0.44% | +3,080+5.5% | Added |
| Maryland State Retirement & Pension System | 57,856 | $10.1M | 0.29% | +57,856 | New |
| Kentucky Retirement Systems | 57,539 | $10.0M | 0.39% | +251+0.4% | Added |
| Mastrapasqua Asset Management Inc | 57,539 | $10.0M | 1.32% | +2,209+4.0% | Added |
| TownSquare Capital, LLC | 57,502 | $10.0M | 0.25% | +8,572+17.5% | Added |
| Crossmark Global Holdings, Inc. | 57,231 | $9.95M | 0.25% | +3,641+6.8% | Added |
| Hamel Associates, Inc. | 56,929 | $9.90M | 3.44% | +845+1.5% | Added |
| First National Trust Co | 56,664 | $9.85M | 0.52% | +297+0.5% | Added |
| Elo Mutual Pension Insurance Co | 56,655 | $9.85M | 0.34% | +1,495+2.7% | Added |
| Morgan Dempsey Capital Management LLC | 56,463 | $9.82M | 2.72% | +8,251+17.1% | Added |
| Janney Capital Management LLC | 56,311 | $9.79M | 0.70% | −3,051−5.1% | Reduced |
| Vantage Investment Partners, LLC | 56,174 | $9.77M | 1.52% | +2,130+3.9% | Added |
| Daiwa Securities Group Inc. | 55,606 | $9.67M | 0.07% | +2,889+5.5% | Added |
| NFJ Investment Group, LLC | 55,497 | $9.65M | 0.25% | +55,497 | New |
| Eagle Ridge Investment Management | 55,276 | $9.61M | 1.12% | −748−1.3% | Reduced |
| Zenyatta Capital Management LP | 55,000 | $9.56M | 5.34% | +55,000 | New |
| Hantz Financial Services, Inc. | 54,637 | $9.50M | 0.29% | +591+1.1% | Added |
| Lee Danner & Bass Inc | 54,514 | $9.48M | 0.89% | −1,067−1.9% | Reduced |
| MAI Capital Management | 53,897 | $9.37M | 0.16% | −1,416−2.6% | Reduced |
| Grace & White Inc | 53,690 | $9.33M | 1.85% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 53,427 | $9.29M | 1.33% | −148−0.3% | Reduced |
| Signaturefd, LLC | 53,252 | $9.26M | 0.27% | +753+1.4% | Added |
| Citizens Financial Group Inc | 53,192 | $9.25M | 0.36% | −1,955−3.5% | Reduced |
| Hartford Investment Management Co | 52,976 | $9.21M | 0.28% | −19,729−27.1% | Reduced |
| Madison Asset Management, LLC | 52,813 | $9.18M | 0.14% | −50−0.1% | Reduced |
| Andra AP-fonden | 52,800 | $9.18M | 0.28% | +700+1.3% | Added |
| Venturi Wealth Management, LLC | 52,414 | $9.11M | 0.80% | −1,034−1.9% | Reduced |
| BancorpSouth Bank | 52,256 | $9.08M | 0.84% | −304−0.6% | Reduced |
| Tower Bridge Advisors | 52,038 | $9.05M | 0.75% | +4,297+9.0% | Added |
| Executive Wealth Management, LLC | 51,560 | $8.96M | 1.10% | +43,049+505.8% | Added |
| Cullinan Associates Inc | 51,345 | $8.93M | 0.49% | −21,442−29.5% | Reduced |
| Northeast Investment Management | 51,298 | $8.92M | 0.57% | −803−1.5% | Reduced |
| Evergreen Capital Management LLC | 50,794 | $8.83M | 0.42% | +3,723+7.9% | Added |
| Hendley & Co Inc | 50,750 | $8.82M | 3.92% | −80−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,824 | $8.82M | 0.11% | +49,824 | New |
| Intact Investment Management Inc. | 50,500 | $8.78M | 0.38% | +7,000+16.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 50,299 | $8.74M | 0.41% | −47−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,198 | $8.73M | 0.97% | −450−0.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 50,192 | $8.73M | 0.76% | +213+0.4% | Added |
| Laurion Capital Management LP | 50,064 | $8.70M | 0.24% | +50,064 | New |
| Olstein Capital Management, L.P. | 50,000 | $8.69M | 1.36% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 49,999 | $8.69M | 0.15% | −9,238−15.6% | Reduced |
| Country Club Bank | 49,995 | $8.69M | 0.76% | +8,864+21.6% | Added |
| Resources Management Corp | 49,954 | $8.68M | 1.37% | +680+1.4% | Added |
| Summit Financial Wealth Advisors, LLC | 49,851 | $8.67M | 2.09% | +699+1.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 48,618 | $8.45M | 0.20% | −10,700−18.0% | Reduced |
| Bell Bank | 48,570 | $8.44M | 0.98% | −4,315−8.2% | Reduced |
| La Banque Postale Asset Management SA | 48,348 | $8.40M | 0.24% | +48,348 | New |
| Koshinski Asset Management, Inc. | 48,052 | $8.35M | 0.81% | +77+0.2% | Added |
| Norinchukin Bank, The | 48,004 | $8.35M | 0.18% | −13,196−21.6% | Reduced |
| Louisiana State Employees Retirement System | 47,200 | $8.21M | 0.22% | +400+0.9% | Added |
| Tufton Capital Management | 47,170 | $8.20M | 1.80% | −65−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 47,163 | $8.20M | 0.39% | +820+1.8% | Added |
| Argent Trust Co | 46,785 | $8.13M | 0.54% | +2,671+6.1% | Added |
| Tamar Securities, LLC | 46,645 | $8.11M | 2.57% | −514−1.1% | Reduced |
| Visionary Wealth Advisors | 46,551 | $8.09M | 0.75% | +2,525+5.7% | Added |
| XML Financial, LLC | 46,150 | $8.02M | 1.01% | +3,846+9.1% | Added |
| CWM, LLC | 45,959 | $7.99M | 0.06% | +28,494+163.1% | Added |
| Mark Stevens | 45,789 | $7.96M | 1.04% | −7,042−13.3% | Reduced |
| GWM Advisors LLC | 249,857 | $7.92M | 0.21% | +13,647+5.8% | Added |
| Ibex Wealth Advisors | 45,176 | $7.85M | 1.77% | +2,654+6.2% | Added |
| Chartwell Investment Partners, LLC | 44,928 | $7.81M | 0.31% | −779−1.7% | Reduced |
| Oppenheimer & Co Inc | 44,863 | $7.80M | 0.18% | −2,756−5.8% | Reduced |
| Beacon Financial Group | 44,444 | $7.78M | 1.06% | −168−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 44,709 | $7.77M | 0.15% | −6,320−12.4% | Reduced |
| ClariVest Asset Management LLC | 44,687 | $7.77M | 0.37% | −1,108−2.4% | Reduced |
| Johnson Investment Counsel Inc | 44,658 | $7.76M | 0.11% | +2,887+6.9% | Added |
| Spinnaker Trust | 44,520 | $7.74M | 0.60% | +981+2.3% | Added |
| Evercore Wealth Management, LLC | 44,314 | $7.70M | 0.16% | +3,073+7.5% | Added |
| Pathstone Family Office, LLC | 56,181 | $7.69M | 0.15% | +13,945+33.0% | Added |
| Tredje AP-fonden | 43,963 | $7.64M | 0.13% | −61,662−58.4% | Reduced |
| Waterfront Wealth Inc. | 41,753 | $7.60M | 2.61% | +100.0% | Added |
| Headinvest, LLC | 43,676 | $7.59M | 1.70% | −712−1.6% | Reduced |
| Live Oak Private Wealth LLC | 43,618 | $7.58M | 1.57% | +1,522+3.6% | Added |