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 |
|---|---|---|---|---|---|
| Haverford Financial Services, Inc. | 30,728 | $5.34M | 1.47% | +30,728 | New |
| Vision Capital Management, Inc. | 30,427 | $5.29M | 1.01% | −3,830−11.2% | Reduced |
| Fusion Capital, LLC | 30,403 | $5.29M | 3.12% | +738+2.5% | Added |
| Northwest Bancshares, Inc. | 30,397 | $5.28M | 1.06% | −3,460−10.2% | Reduced |
| Ascent Wealth Partners, LLC | 30,265 | $5.26M | 1.13% | +387+1.3% | Added |
| Corbyn Investment Management Inc | 30,117 | $5.24M | 2.08% | −17−0.1% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $5.23M | 0.26% | 00.0% | Unchanged |
| Allstate Corp | 30,037 | $5.22M | 0.16% | +6,226+26.1% | Added |
| Allstate Investment Management Co | 30,037 | $5.22M | 0.16% | +30,037 | New |
| Legacy Advisors, LLC | 29,896 | $5.20M | 0.95% | +3,610+13.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,886 | $5.20M | 0.32% | −7,524−20.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 29,876 | $5.19M | 0.01% | −78,277−72.4% | Reduced |
| CWA Asset Management Group, LLC | 29,678 | $5.16M | 0.42% | +27,820+1,497.3% | Added |
| Rench Wealth Management, Inc. | 29,589 | $5.14M | 2.62% | +470+1.6% | Added |
| Peloton Wealth Strategists | 29,580 | $5.14M | 2.48% | −250−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 29,403 | $5.11M | 0.13% | −21,360−42.1% | Reduced |
| Horrell Capital Management, Inc. | 29,330 | $5.10M | 1.69% | +185+0.6% | Added |
| Assetmark, Inc | 29,231 | $5.08M | 0.02% | +8,751+42.7% | Added |
| Donaldson Capital Management, LLC | 29,138 | $5.07M | 0.25% | −1,580−5.1% | Reduced |
| Capital Investment Counsel, Inc | 29,127 | $5.06M | 1.19% | +1,084+3.9% | Added |
| Stolper Co | 29,109 | $5.06M | 2.22% | +1,521+5.5% | Added |
| Boston Private Wealth LLC | 29,105 | $5.06M | 0.07% | −3,490−10.7% | Reduced |
| Mather Group, LLC. | 28,890 | $5.02M | 0.10% | −305−1.0% | Reduced |
| Zacks Investment Management | 28,851 | $5.02M | 0.07% | −417−1.4% | Reduced |
| Brookstone Capital Management | 27,949 | $5.00M | 0.10% | +897+3.3% | Added |
| Bourne Lent Asset Management Inc | 28,748 | $5.00M | 2.14% | 00.0% | Unchanged |
| Community Bank, N.A. | 28,388 | $4.93M | 0.69% | +1,954+7.4% | Added |
| Sovereign Financial Group, Inc. | 28,380 | $4.93M | 1.94% | +648+2.3% | Added |
| Eagle Rock Investment Company, LLC | 27,059 | $4.93M | 1.14% | +100.0% | Added |
| Argyle Capital Management Inc. | 28,328 | $4.92M | 1.69% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 28,292 | $4.92M | 1.69% | −1,523−5.1% | Reduced |
| Coldstream Capital Management Inc | 28,246 | $4.91M | 0.18% | +28,246 | New |
| Advisor Partners II, LLC | 28,076 | $4.88M | 0.30% | +3,425+13.9% | Added |
| TD Private Client Wealth LLC | 28,058 | $4.88M | 0.23% | +3,160+12.7% | Added |
| Cyndeo Wealth Partners, LLC | 28,015 | $4.87M | 0.57% | +28,015 | New |
| Keating Investment Counselors Inc | 27,790 | $4.83M | 1.89% | +3,390+13.9% | Added |
| Canal Capital Management, LLC | 27,716 | $4.82M | 1.17% | −683−2.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 27,656 | $4.81M | 0.24% | +40.0% | Added |
| Everence Capital Management Inc | 27,535 | $4.79M | 0.41% | +6,590+31.5% | Added |
| Cypress Wealth Services, LLC | 27,291 | $4.74M | 1.52% | −152−0.6% | Reduced |
| Farmers Trust Co | 27,242 | $4.74M | 1.06% | +116+0.4% | Added |
| Globeflex Capital L P | 27,228 | $4.73M | 0.60% | +14,400+112.3% | Added |
| Gladstone Institutional Advisory LLC | 27,143 | $4.72M | 0.33% | −1,227−4.3% | Reduced |
| William Allan, LLC | 27,088 | $4.71M | 3.96% | −546−2.0% | Reduced |
| Culbertson A N & Co Inc | 27,029 | $4.70M | 0.99% | +513+1.9% | Added |
| Clark Capital Management Group, Inc. | 26,769 | $4.65M | 0.04% | −953−3.4% | Reduced |
| Principal Street Partners, LLC | 26,649 | $4.63M | 1.17% | +24,117+952.5% | Added |
| Atwater Malick LLC | 26,641 | $4.63M | 2.28% | +1,239+4.9% | Added |
| Stratos Wealth Advisors, LLC | 26,611 | $4.63M | 0.39% | +941+3.7% | Added |
| Opus Investment Management Inc | 26,600 | $4.62M | 1.65% | −5,800−17.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,594 | $4.62M | 0.21% | +911+3.5% | Added |
| McDaniel Terry & Co | 26,537 | $4.61M | 0.54% | −98−0.4% | Reduced |
| Associated Banc-Corp | 26,283 | $4.57M | 0.19% | +761+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,227 | $4.56M | 0.40% | 00.0% | Unchanged |
| Farmers National Bank | 26,178 | $4.55M | 1.62% | +293+1.1% | Added |
| Schulhoff & Co Inc | 26,140 | $4.54M | 2.09% | −660−2.5% | Reduced |
| Princeton Capital Management LLC | 25,928 | $4.51M | 2.00% | −2,203−7.8% | Reduced |
| Benin Management CORP | 25,915 | $4.51M | 1.82% | +355+1.4% | Added |
| Zions Bancorporation, N.A. | 25,876 | $4.50M | 0.36% | +324+1.3% | Added |
| Shell Asset Management Co | 25,877 | $4.50M | 0.20% | −5,709−18.1% | Reduced |
| Leuthold Group, LLC | 25,628 | $4.46M | 0.60% | −796−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 25,586 | $4.45M | 0.19% | +2,399+10.3% | Added |
| Vaughan David Investments LLC | 25,573 | $4.45M | 0.13% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 25,417 | $4.42M | 1.28% | +2,164+9.3% | Added |
| Westover Capital Advisors, LLC | 25,413 | $4.42M | 1.75% | +102+0.4% | Added |
| Valeo Financial Advisors, LLC | 25,340 | $4.41M | 0.24% | +1,943+8.3% | Added |
| King Luther Capital Management Corp | 25,272 | $4.39M | 0.02% | +109+0.4% | Added |
| Ashton Thomas Private Wealth, LLC | 25,254 | $4.39M | 0.44% | +7,964+46.1% | Added |
| Vestcor Inc | 25,013 | $4.35M | 0.16% | −4,217−14.4% | Reduced |
| Hallmark Capital Management Inc | 24,983 | $4.34M | 0.40% | +277+1.1% | Added |
| Independent Investors Inc | 24,811 | $4.31M | 1.20% | −1,000−3.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 24,810 | $4.31M | 0.71% | +976+4.1% | Added |
| NewSquare Capital LLC | 24,799 | $4.31M | 0.54% | +1,980+8.7% | Added |
| Illinois Municipal Retirement Fund | 24,778 | $4.31M | 0.10% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 24,724 | $4.30M | 1.59% | +2,094+9.3% | Added |
| Buckingham Strategic Wealth, LLC | 24,539 | $4.27M | 0.08% | +246+1.0% | Added |
| Citadel Advisors LLC | 24,463 | $4.25M | 0.00% | −189,576−88.6% | Reduced |
| Fosun International Ltd | 24,341 | $4.23M | 0.37% | +2,022+9.1% | Added |
| Foster Victor Wealth Advisors, LLC | 23,586 | $4.22M | 0.54% | +1,869+8.6% | Added |
| Bragg Financial Advisors, Inc | 24,104 | $4.19M | 0.25% | +3,011+14.3% | Added |
| Comerica Securities,inc. | 23,886 | $4.15M | 0.30% | −3,365−12.3% | Reduced |
| Brady Family Wealth, LLC | 23,876 | $4.15M | 1.71% | +23,876 | New |
| Soltis Investment Advisors LLC | 23,833 | $4.14M | 0.55% | +3,287+16.0% | Added |
| Sawyer & Company, Inc | 23,808 | $4.14M | 2.04% | +85+0.4% | Added |
| Venture Visionary Partners LLC | 23,799 | $4.14M | 0.30% | +3,346+16.4% | Added |
| Kovitz Investment Group Partners, LLC | 23,640 | $4.11M | 0.08% | −1,775−7.0% | Reduced |
| Bowen Hanes & Co Inc | 23,594 | $4.10M | 0.15% | +1,600+7.3% | Added |
| City Holding Co | 23,591 | $4.10M | 0.77% | −400−1.7% | Reduced |
| Bogart Wealth, LLC | 23,577 | $4.10M | 0.29% | +10,920+86.3% | Added |
| Wealth Advisory Solutions, LLC | 23,556 | $4.09M | 1.10% | +759+3.3% | Added |
| Horan Capital Advisors, LLC. | 23,447 | $4.08M | 1.79% | +366+1.6% | Added |
| North Star Asset Management Inc | 23,432 | $4.07M | 0.25% | +865+3.8% | Added |
| Papp L Roy & Associates | 23,393 | $4.07M | 0.57% | −146−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,361 | $4.06M | 0.06% | −21,306−47.7% | Reduced |
| Bleakley Financial Group, LLC | 23,188 | $4.03M | 0.14% | +23,188 | New |
| Azimuth Capital Investment Management LLC | 23,158 | $4.03M | 0.20% | −125−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 23,061 | $4.01M | 0.92% | −37−0.2% | Reduced |
| Madison Wealth Management | 22,912 | $3.98M | 0.91% | +651+2.9% | Added |
| Tilson Financial Group, Inc. | 22,894 | $3.98M | 3.39% | +22,894 | New |
| Ossiam | 22,879 | $3.98M | 0.10% | −3,240−12.4% | Reduced |