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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 43,521 | $7.57M | 0.84% | −1,635−3.6% | Reduced |
| Natixis | 43,330 | $7.53M | 0.04% | −27,338−38.7% | Reduced |
| Boston Common Asset Management, LLC | 43,212 | $7.51M | 0.36% | +2,508+6.2% | Added |
| Sigma Planning Corp | 43,047 | $7.48M | 0.27% | +12,184+39.5% | Added |
| Glenview Trust Co | 42,999 | $7.47M | 0.25% | +1,238+3.0% | Added |
| Motley Fool Wealth Management, LLC | 42,957 | $7.46M | 0.52% | +1,599+3.9% | Added |
| Stratos Wealth Partners, LTD. | 42,699 | $7.42M | 0.19% | −3,048−6.7% | Reduced |
| Metropolitan Life Insurance Co | 42,212 | $7.34M | 0.33% | −694−1.6% | Reduced |
| Massmutual Trust Co FSB | 42,035 | $7.31M | 0.30% | +139+0.3% | Added |
| Keystone Financial Planning, Inc. | 41,521 | $7.22M | 2.43% | +197+0.5% | Added |
| Sand Hill Global Advisors, LLC | 41,470 | $7.21M | 0.41% | +675+1.7% | Added |
| Inlet Private Wealth, LLC | 40,753 | $7.08M | 1.87% | +6,659+19.5% | Added |
| Ironwood Investment Counsel, LLC | 40,484 | $7.04M | 1.71% | +214+0.5% | Added |
| Garland Capital Management Inc | 40,436 | $7.03M | 4.58% | +736+1.9% | Added |
| Vident Investment Advisory, LLC | 40,313 | $7.01M | 0.26% | +27,016+203.2% | Added |
| Riverview Capital Advisers, LLC | 40,235 | $6.99M | 3.76% | 00.0% | Unchanged |
| Seeyond | 40,131 | $6.98M | 0.67% | +6,955+21.0% | Added |
| Advocate Group LLC | 40,067 | $6.97M | 1.50% | +3,459+9.4% | Added |
| Mattern Capital Management, LLC | 39,773 | $6.91M | 1.28% | +755+1.9% | Added |
| Toroso Investments, LLC | 39,764 | $6.91M | 0.27% | +10,673+36.7% | Added |
| CMG Global Holdings, LLC | 39,730 | $6.91M | 6.55% | +30+0.1% | Added |
| Greenwood Capital Associates LLC | 39,713 | $6.90M | 1.13% | −239−0.6% | Reduced |
| Hennessy Advisors Inc | 39,600 | $6.88M | 0.45% | −1,300−3.2% | Reduced |
| Kingsview Wealth Management, LLC | 39,523 | $6.87M | 0.30% | +1,388+3.6% | Added |
| Sky Investment Group LLC | 39,407 | $6.85M | 1.62% | +279+0.7% | Added |
| Tompkins Financial Corp | 39,391 | $6.85M | 1.08% | −858−2.1% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 39,250 | $6.82M | 4.33% | +505+1.3% | Added |
| Borer Denton & Associates, Inc. | 39,249 | $6.82M | 3.02% | +500+1.3% | Added |
| Whittier Trust Co | 39,107 | $6.80M | 0.13% | +238+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,968 | $6.77M | 0.32% | +5,025+14.8% | Added |
| HB Wealth Management, LLC | 38,526 | $6.70M | 0.12% | +17,807+85.9% | Added |
| Red Door Wealth Management, LLC | 38,457 | $6.69M | 2.20% | +2,132+5.9% | Added |
| Albion Financial Group | 37,931 | $6.59M | 0.64% | +78+0.2% | Added |
| Bank of New Hampshire | 37,890 | $6.59M | 1.98% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 37,862 | $6.58M | 0.24% | −4,398−10.4% | Reduced |
| Builder Investment Group Inc | 37,779 | $6.57M | 3.12% | +37,779 | New |
| Wealthfront Advisers LLC | 37,707 | $6.55M | 0.03% | +6,773+21.9% | Added |
| Naples Global Advisors, LLC | 37,272 | $6.48M | 0.82% | +701+1.9% | Added |
| Eastover Investment Advisors LLC | 37,073 | $6.44M | 3.69% | +225+0.6% | Added |
| EagleClaw Capital Managment, LLC | 36,940 | $6.42M | 1.55% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 36,790 | $6.40M | 1.31% | −830−2.2% | Reduced |
| GQG Partners LLC | 36,612 | $6.36M | 0.02% | +8,748+31.4% | Added |
| Money Concepts Capital Corp | 36,561 | $6.36M | 0.28% | +34,503+1,676.5% | Added |
| O'Shaughnessy Asset Management, LLC | 36,360 | $6.32M | 0.10% | −3,644−9.1% | Reduced |
| Dean Investment Associates, LLC | 35,914 | $6.24M | 1.06% | +8,217+29.7% | Added |
| Atria Wealth Solutions, Inc. | 35,867 | $6.24M | 0.10% | +692+2.0% | Added |
| Laurel Wealth Advisors, Inc. | 35,813 | $6.23M | 0.61% | −610−1.7% | Reduced |
| tru Independence LLC | 35,591 | $6.19M | 2.01% | +299+0.8% | Added |
| Banque Cantonale Vaudoise | 35,490 | $6.17M | 0.32% | +8,050+29.3% | Added |
| Bard Financial Services, Inc. | 35,450 | $6.16M | 0.52% | +250+0.7% | Added |
| Sequoia Financial Advisors, LLC | 35,408 | $6.16M | 0.15% | +15,135+74.7% | Added |
| Farmers & Merchants Investments Inc | 35,329 | $6.14M | 0.25% | −405−1.1% | Reduced |
| Cetera Advisors LLC | 35,296 | $6.14M | 0.11% | −2,497−6.6% | Reduced |
| Rowland & Co Investment Counsel | 35,001 | $6.13M | 1.52% | −44−0.1% | Reduced |
| Wambolt & Associates, LLC | 35,187 | $6.12M | 2.35% | +160.0% | Added |
| New Mexico Educational Retirement Board | 34,862 | $6.06M | 0.33% | −2,700−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 34,488 | $6.00M | 0.16% | +19,297+127.0% | Added |
| Pallas Capital Advisors LLC | 33,558 | $5.98M | 0.61% | +764+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 34,307 | $5.96M | 0.07% | +3,234+10.4% | Added |
| PDS Planning, Inc | 34,236 | $5.95M | 0.95% | +32+0.1% | Added |
| Kesler, Norman & Wride, LLC | 34,204 | $5.95M | 1.53% | +3,908+12.9% | Added |
| Dorsey & Whitney Trust CO LLC | 34,103 | $5.93M | 0.58% | −1,098−3.1% | Reduced |
| Griffin Asset Management, Inc. | 34,077 | $5.92M | 0.89% | +2,441+7.7% | Added |
| Boenning & Scattergood, Inc. | 27,490 | $5.90M | 0.95% | −458−1.6% | Reduced |
| JustInvest LLC | 33,874 | $5.89M | 0.24% | −10,867−24.3% | Reduced |
| Birch Capital Management, LLC | 33,807 | $5.88M | 4.04% | −1,822−5.1% | Reduced |
| Good Life Advisors, LLC | 33,663 | $5.85M | 0.81% | −389−1.1% | Reduced |
| Baxter Bros Inc | 33,592 | $5.84M | 0.96% | +534+1.6% | Added |
| Iams Wealth Management, LLC | 33,494 | $5.82M | 5.93% | +33,494 | New |
| Avantax Advisory Services, Inc. | 33,427 | $5.81M | 0.08% | +5,518+19.8% | Added |
| Atlantic Union Bankshares Corp | 33,404 | $5.81M | 0.62% | −1,789−5.1% | Reduced |
| True Signal LP | 33,351 | $5.80M | 4.37% | +33,351 | New |
| Schonfeld Strategic Advisors LLC | 33,308 | $5.79M | 0.05% | −155,435−82.4% | Reduced |
| Prospera Financial Services Inc | 33,109 | $5.76M | 0.29% | −11,449−25.7% | Reduced |
| National Asset Management, Inc. | 33,026 | $5.74M | 0.16% | +1,852+5.9% | Added |
| Amica Mutual Insurance Co | 32,966 | $5.73M | 0.72% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 32,837 | $5.71M | 0.51% | +67+0.2% | Added |
| Advisory Services Network, LLC | 32,814 | $5.70M | 0.17% | +1,247+4.0% | Added |
| Boston Research & Management Inc | 32,678 | $5.68M | 1.76% | −315−1.0% | Reduced |
| Brookfield Asset Management Inc. | 32,673 | $5.68M | 0.02% | +32,673 | New |
| Icon Wealth Advisors, LLC | 32,531 | $5.66M | 0.65% | +223+0.7% | Added |
| Semmax Financial Advisors Inc. | 31,454 | $5.63M | 2.24% | +658+2.1% | Added |
| Martin Capital Partners, LLC | 32,276 | $5.61M | 2.32% | +698+2.2% | Added |
| TrinityPoint Wealth, LLC | 32,123 | $5.58M | 1.27% | +726+2.3% | Added |
| Motco | 31,870 | $5.54M | 0.41% | −934−2.8% | Reduced |
| Empowered Funds, LLC | 31,760 | $5.52M | 0.36% | +31,760 | New |
| Murphy Pohlad Asset Management LLC | 31,749 | $5.52M | 2.26% | +1,125+3.7% | Added |
| Woodstock Corp | 31,591 | $5.49M | 0.73% | +275+0.9% | Added |
| E. Ohman J:or Asset Management AB | 31,411 | $5.46M | 0.24% | −600−1.9% | Reduced |
| Columbia Asset Management | 31,398 | $5.46M | 1.34% | +1,631+5.5% | Added |
| Agf Management Ltd | 31,268 | $5.44M | 0.04% | +31,268 | New |
| Siemens Fonds Invest GmbH | 31,234 | $5.43M | 0.54% | −1,284−3.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,148 | $5.41M | 0.29% | +16,250+109.1% | Added |
| Wright Investors Service Inc | 31,097 | $5.41M | 1.55% | +3,204+11.5% | Added |
| Bridge Creek Capital Management LLC | 31,052 | $5.40M | 2.11% | +119+0.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,037 | $5.39M | 2.77% | +249+0.8% | Added |
| Sepio Capital, LP | 30,975 | $5.38M | 0.47% | −1,880−5.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,938 | $5.38M | 1.77% | +449+1.5% | Added |
| Loomis Sayles & Co L P | 30,875 | $5.37M | 0.01% | −319−1.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 30,779 | $5.35M | 0.16% | −585−1.9% | Reduced |