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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 22,875 | $3.98M | 0.10% | −4,308−15.8% | Reduced |
| GSB Wealth Management, LLC | 22,615 | $3.93M | 1.40% | −2,046−8.3% | Reduced |
| Bridgeworth, LLC | 22,586 | $3.93M | 0.62% | +23+0.1% | Added |
| Antonetti Capital Management LLC | 22,564 | $3.92M | 5.37% | −2,200−8.9% | Reduced |
| Horizon Investments, LLC | 22,551 | $3.92M | 0.11% | −19,272−46.1% | Reduced |
| Girard Partners Ltd. | 22,419 | $3.90M | 0.44% | +1,421+6.8% | Added |
| Park National Corp | 22,390 | $3.89M | 0.17% | −820−3.5% | Reduced |
| Hoylecohen, LLC | 22,337 | $3.88M | 0.39% | −315−1.4% | Reduced |
| Sheets Smith Wealth Management | 22,238 | $3.87M | 0.61% | +300+1.4% | Added |
| Brookmont Capital Management | 22,174 | $3.85M | 2.37% | −628−2.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 22,005 | $3.83M | 1.37% | +581+2.7% | Added |
| Lido Advisors, LLC | 21,953 | $3.82M | 0.07% | +325+1.5% | Added |
| Veritable, L.P. | 21,870 | $3.80M | 0.07% | +679+3.2% | Added |
| Arkadios Wealth Advisors | 21,814 | $3.79M | 0.50% | −302−1.4% | Reduced |
| Summitry LLC | 21,735 | $3.78M | 0.28% | +1,576+7.8% | Added |
| EHP Funds Inc. | 21,440 | $3.73M | 0.78% | −1,630−7.1% | Reduced |
| Physicians Financial Services, Inc. | 21,304 | $3.70M | 1.67% | −25−0.1% | Reduced |
| Arjuna Capital | 21,298 | $3.70M | 1.71% | −6,144−22.4% | Reduced |
| Roundview Capital LLC | 21,273 | $3.70M | 0.42% | +134+0.6% | Added |
| Hodges Capital Management Inc. | 21,245 | $3.69M | 0.32% | +10,351+95.0% | Added |
| Commonwealth Retirement Investments LLC | 21,219 | $3.69M | 2.24% | +21,219 | New |
| Laffer Tengler Investments | 21,066 | $3.66M | 1.05% | +6,272+42.4% | Added |
| Jane Street Group, LLC | 20,963 | $3.64M | 0.01% | −167,738−88.9% | Reduced |
| Ellsworth Advisors, LLC | 20,579 | $3.64M | 1.36% | +615+3.1% | Added |
| Freestone Capital Holdings, LLC | 20,895 | $3.63M | 0.17% | −13−0.1% | Reduced |
| Ieq Capital, LLC | 20,875 | $3.63M | 0.10% | −6,961−25.0% | Reduced |
| Acadian Asset Management LLC | 20,845 | $3.62M | 0.02% | +3,074+17.3% | Added |
| Beacon Investment Advisory Services, Inc. | 20,753 | $3.61M | 0.18% | −1,280−5.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 20,736 | $3.60M | 1.85% | +20,736 | New |
| Putnam Investments LLC | 20,735 | $3.60M | 0.01% | −469−2.2% | Reduced |
| Chapman Investment Management, LLC | 20,660 | $3.59M | 3.28% | −5,454−20.9% | Reduced |
| Perkins Coie Trust Co | 20,647 | $3.59M | 1.15% | +69+0.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 20,550 | $3.57M | 0.05% | +575+2.9% | Added |
| Vise Technologies, Inc. | 20,508 | $3.57M | 1.12% | +2,580+14.4% | Added |
| Occudo Quantitative Strategies LP | 20,485 | $3.56M | 0.41% | +20,485 | New |
| Adams Asset Advisors, LLC | 20,422 | $3.55M | 0.48% | −2,161−9.6% | Reduced |
| Heritage Trust Co | 20,356 | $3.54M | 0.58% | +977+5.0% | Added |
| Foundations Investment Advisors, LLC | 20,352 | $3.54M | 0.14% | +12,578+161.8% | Added |
| Verdence Capital Advisors LLC | 20,335 | $3.53M | 0.43% | −278−1.3% | Reduced |
| Bank of the West | 20,174 | $3.51M | 0.41% | −287−1.4% | Reduced |
| Greenline Partners, LLC | 20,114 | $3.50M | 0.69% | −4,623−18.7% | Reduced |
| Courier Capital LLC | 20,081 | $3.49M | 0.40% | +245+1.2% | Added |
| Fort Washington Investment Advisors Inc | 20,058 | $3.49M | 0.03% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 20,049 | $3.49M | 2.27% | −1,210−5.7% | Reduced |
| Palisade Asset Management, LLC | 20,023 | $3.48M | 0.40% | +12+0.1% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.48M | 0.87% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 20,000 | $3.48M | 3.07% | +10,000+100.0% | Added |
| Virginia Wealth Management Group, Inc. | 19,937 | $3.47M | 2.40% | −516−2.5% | Reduced |
| Monument Capital Management | 19,899 | $3.46M | 1.18% | −1,358−6.4% | Reduced |
| Avitas Wealth Management LLC | 19,732 | $3.43M | 0.72% | +2,951+17.6% | Added |
| New England Research & Management, Inc. | 19,712 | $3.43M | 1.97% | +3,650+22.7% | Added |
| Investment Management of Virginia LLC | 19,644 | $3.41M | 0.67% | −176−0.9% | Reduced |
| Metis Global Partners, LLC | 19,637 | $3.41M | 0.30% | +8,795+81.1% | Added |
| Parallel Advisors, LLC | 19,597 | $3.41M | 0.15% | +152+0.8% | Added |
| Bessemer Group Inc | 19,500 | $3.39M | 0.01% | −472−2.4% | Reduced |
| Marietta Wealth Management, LLC | 19,491 | $3.39M | 0.77% | +157+0.8% | Added |
| Anderson Hoagland & Co | 19,170 | $3.38M | 0.49% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 19,381 | $3.37M | 1.09% | −409−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 19,325 | $3.36M | 0.25% | −59−0.3% | Reduced |
| South Dakota Investment Council | 19,290 | $3.35M | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 19,224 | $3.34M | 1.54% | −50−0.3% | Reduced |
| Empirical Finance, LLC | 19,171 | $3.33M | 0.35% | +1,550+8.8% | Added |
| Princeton Global Asset Management LLC | 19,146 | $3.33M | 1.08% | +244+1.3% | Added |
| Members Capital Advisors Inc | 19,097 | $3.32M | 2.39% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 19,062 | $3.31M | 0.50% | −312−1.6% | Reduced |
| Johnson & White Wealth Management, LLC | 122,695 | $3.31M | 4.86% | +122,695 | New |
| Hudson Capital Management LLC | 18,975 | $3.30M | 1.31% | +15,911+519.3% | Added |
| Cardinal Capital Management | 18,810 | $3.27M | 0.70% | −65−0.3% | Reduced |
| Private Advisor Group, LLC | 96,595 | $3.27M | 0.16% | −254−0.3% | Reduced |
| Marion Wealth Management | 18,720 | $3.25M | 1.37% | +10.0% | Added |
| Twin Lakes Capital Management, LLC | 18,700 | $3.25M | 2.50% | +139+0.7% | Added |
| Millennium Capital Advisors, LLC | 18,682 | $3.25M | 3.28% | +507+2.8% | Added |
| Sumitomo Life Insurance Co | 18,650 | $3.24M | 0.24% | −151−0.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 18,600 | $3.23M | 0.53% | +3,100+20.0% | Added |
| Consolidated Planning Corp | 18,570 | $3.23M | 0.89% | +1,166+6.7% | Added |
| Snowden Capital Advisors LLC | 18,401 | $3.20M | 0.13% | −1,276−6.5% | Reduced |
| Eudaimonia Partners, LLC | 18,358 | $3.19M | 0.78% | −895−4.6% | Reduced |
| Signature Wealth Management Group | 18,333 | $3.19M | 1.56% | +470+2.6% | Added |
| Aspire Private Capital, LLC | 18,332 | $3.19M | 1.14% | +40.0% | Added |
| Bridges Investment Management Inc | 18,328 | $3.19M | 0.12% | +4,421+31.8% | Added |
| Cary Street Partners Asset Management LLC | 18,316 | $3.18M | 0.65% | +945+5.4% | Added |
| Montag A & Associates Inc | 18,272 | $3.18M | 0.21% | −855−4.5% | Reduced |
| Wedbush Securities Inc | 18,229 | $3.17M | 0.17% | +494+2.8% | Added |
| Fortis Advisors, LLC | 18,176 | $3.16M | 2.41% | +70.0% | Added |
| FORA Capital, LLC | 18,129 | $3.15M | 0.51% | +18,129 | New |
| Arvest Trust Co N A | 18,126 | $3.15M | 0.20% | +839+4.9% | Added |
| Boyar Asset Management Inc. | 18,109 | $3.15M | 2.57% | −299−1.6% | Reduced |
| Kinneret Advisory, LLC | 18,051 | $3.14M | 0.41% | −4,079−18.4% | Reduced |
| Strategic Advisors LLC | 17,830 | $3.10M | 0.69% | −1,046−5.5% | Reduced |
| Tiaa, FSB | 17,782 | $3.09M | 0.01% | −278−1.5% | Reduced |
| Nomura Holdings Inc | 17,629 | $3.08M | 0.03% | +17,629 | New |
| McDonald Partners LLC | 17,621 | $3.06M | 1.05% | +193+1.1% | Added |
| Radnor Capital Management, LLC | 16,580 | $3.05M | 0.75% | +100+0.6% | Added |
| Kennon-Green & Company, LLC | 17,505 | $3.04M | 3.03% | +17,505 | New |
| Oak Harbor Wealth Partners, LLC | 17,448 | $3.03M | 1.16% | −47−0.3% | Reduced |
| Meritage Portfolio Management | 17,425 | $3.03M | 0.24% | +782+4.7% | Added |
| Pure Financial Advisors, Inc. | 17,337 | $3.01M | 0.16% | +13+0.1% | Added |
| United Asset Strategies, Inc. | 17,329 | $3.01M | 0.42% | +2,779+19.1% | Added |
| Beech Hill Advisors, Inc. | 17,295 | $3.01M | 1.67% | −11−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 17,285 | $3.00M | 0.01% | −151,930−89.8% | Reduced |