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
- 2,236
- +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
- 955 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 |
|---|---|---|---|---|---|
| Legacy CG, LLC | 17,228 | $2.99M | 1.76% | +593+3.6% | Added |
| Pavion Blue Capital, LLC | 17,116 | $2.98M | 1.90% | +330+2.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,065 | $2.97M | 2.04% | +134+0.8% | Added |
| KMG Fiduciary Partners, LLC | 17,065 | $2.97M | 0.49% | +2,747+19.2% | Added |
| SG Americas Securities, LLC | 17,059 | $2.97M | 0.04% | −12,752−42.8% | Reduced |
| We Are One Seven, LLC | 16,906 | $2.94M | 0.29% | −109−0.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $2.94M | 1.68% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 16,878 | $2.93M | 0.32% | −1,534−8.3% | Reduced |
| Miller Investment Management, LP | 16,859 | $2.93M | 0.50% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 16,830 | $2.93M | 2.53% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 16,813 | $2.92M | 0.17% | +25+0.1% | Added |
| Burleson & Company, LLC | 16,790 | $2.92M | 0.73% | +7,867+88.2% | Added |
| Stanley-Laman Group, Ltd. | 16,755 | $2.91M | 0.55% | −1,188−6.6% | Reduced |
| Smith, Salley & Associates | 16,745 | $2.91M | 0.25% | +369+2.3% | Added |
| Exencial Wealth Advisors, LLC | 16,744 | $2.91M | 0.16% | +1,800+12.0% | Added |
| PFG Advisors | 16,742 | $2.91M | 0.29% | +20+0.1% | Added |
| Capstone Investment Advisors, LLC | 16,654 | $2.90M | 0.08% | −4,539−21.4% | Reduced |
| Shorepoint Capital Partners LLC | 16,652 | $2.90M | 0.80% | +596+3.7% | Added |
| Sunbelt Securities, Inc. | 16,566 | $2.88M | 0.56% | +134+0.8% | Added |
| Moody National Bank Trust Division | 16,503 | $2.87M | 0.25% | +216+1.3% | Added |
| Arden Trust Co | 16,280 | $2.83M | 0.57% | −1,024−5.9% | Reduced |
| Searle & Co. | 16,250 | $2.82M | 0.96% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 16,131 | $2.81M | 1.02% | −745−4.4% | Reduced |
| Auxier Asset Management | 16,111 | $2.80M | 0.48% | +10.0% | Added |
| Keeler Thomas Management LLC | 16,067 | $2.79M | 1.41% | −5,198−24.4% | Reduced |
| Moors & Cabot, Inc. | 15,989 | $2.78M | 0.19% | −802−4.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,967 | $2.78M | 0.11% | +5,144+47.5% | Added |
| Ontario Teachers Pension Plan Board | 15,955 | $2.77M | 0.03% | +8,103+103.2% | Added |
| Canandaigua National Corp | 15,951 | $2.77M | 0.47% | +833+5.5% | Added |
| Cornerstone Wealth Group, LLC | 15,918 | $2.77M | 0.52% | +12,580+376.9% | Added |
| Sculati Wealth Management, LLC | 15,903 | $2.77M | 1.55% | −247−1.5% | Reduced |
| Investment Management Corp of Ontario | 15,875 | $2.76M | 0.13% | +15,875 | New |
| Brooks, Moore & Associates, Inc. | 15,860 | $2.76M | 2.01% | +700+4.6% | Added |
| Allworth Financial LP | 15,772 | $2.74M | 0.03% | −1,184−7.0% | Reduced |
| Silvercrest Asset Management Group LLC | 15,756 | $2.74M | 0.02% | −39−0.2% | Reduced |
| Jacobi Capital Management LLC | 15,726 | $2.73M | 0.34% | +222+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 15,720 | $2.73M | 1.19% | +15,720 | New |
| Monarch Capital Management Inc | 15,695 | $2.73M | 0.84% | +60.0% | Added |
| Fulton Bank, N.A. | 15,683 | $2.73M | 0.15% | −530−3.3% | Reduced |
| Zullo Investment Group, Inc. | 15,555 | $2.70M | 1.66% | +64+0.4% | Added |
| EP Wealth Advisors, LLC | 15,537 | $2.70M | 0.05% | −397−2.5% | Reduced |
| Capital Investment Advisory Services, LLC | 15,533 | $2.70M | 0.32% | +1,178+8.2% | Added |
| Pathway Financial Advisers, LLC | 15,459 | $2.69M | 1.09% | +15,459 | New |
| Rehmann Capital Advisory Group | 15,431 | $2.68M | 0.27% | −426−2.7% | Reduced |
| Stamos Capital Partners, L.P. | 15,350 | $2.67M | 0.84% | +11,660+316.0% | Added |
| Lincoln National Corp | 15,330 | $2.66M | 0.06% | +298+2.0% | Added |
| South State Corp. | 15,321 | $2.66M | 0.25% | −660−4.1% | Reduced |
| Schnieders Capital Management LLC | 15,254 | $2.65M | 0.61% | +205+1.4% | Added |
| Advisors Capital Management, LLC | 15,243 | $2.65M | 0.07% | +12,089+383.3% | Added |
| Charter Research & Investment Group, Inc. | 15,230 | $2.65M | 2.54% | −275−1.8% | Reduced |
| Shoker Investment Counsel, Inc. | 15,222 | $2.65M | 1.19% | +165+1.1% | Added |
| Harbour Investment Management LLC | 15,189 | $2.64M | 1.52% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,176 | $2.64M | 0.10% | +97+0.6% | Added |
| Great Valley Advisor Group, Inc. | 15,146 | $2.63M | 0.13% | −1,009−6.2% | Reduced |
| Exeter Financial, LLC | 14,973 | $2.60M | 1.36% | +109+0.7% | Added |
| Stonebridge Capital Advisors LLC | 14,962 | $2.60M | 0.31% | +695+4.9% | Added |
| Bonness Enterprises Inc | 14,950 | $2.60M | 1.22% | 00.0% | Unchanged |
| Alta Capital Management LLC | 14,872 | $2.59M | 0.20% | +424+2.9% | Added |
| Mechanics Bank Trust Department | 14,868 | $2.58M | 0.45% | −207−1.4% | Reduced |
| Cohen Investment Advisors LLC | 14,697 | $2.55M | 2.13% | +103+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 14,671 | $2.55M | 0.05% | −300−2.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 14,621 | $2.54M | 0.55% | +1,376+10.4% | Added |
| Truvestments Capital LLC | 14,541 | $2.53M | 1.43% | −49−0.3% | Reduced |
| Arabesque Asset Management Ltd | 14,423 | $2.51M | 0.85% | +14,423 | New |
| Trust Co of Toledo NA | 14,414 | $2.51M | 0.47% | −37−0.3% | Reduced |
| SWS Partners | 14,388 | $2.50M | 1.19% | +1,749+13.8% | Added |
| Arete Wealth Advisors, LLC | 14,379 | $2.50M | 0.22% | +2,675+22.9% | Added |
| Ballentine Partners, LLC | 14,349 | $2.49M | 0.07% | −149−1.0% | Reduced |
| Advisory Services & Investments, LLC | 14,339 | $2.49M | 2.48% | −66−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 14,264 | $2.48M | 0.10% | −46,399−76.5% | Reduced |
| Wetherby Asset Management Inc | 14,238 | $2.48M | 0.16% | +632+4.6% | Added |
| First Dallas Securities Inc. | 14,191 | $2.47M | 1.49% | +3,831+37.0% | Added |
| GHP Investment Advisors, Inc. | 14,188 | $2.47M | 0.17% | +873+6.6% | Added |
| Independence Bank of Kentucky | 14,100 | $2.45M | 1.10% | +1,916+15.7% | Added |
| Skylands Capital, LLC | 14,080 | $2.45M | 0.39% | −200−1.4% | Reduced |
| Garner Asset Management Corp | 14,060 | $2.44M | 1.20% | −10.0% | Reduced |
| Addison Capital Co | 14,009 | $2.44M | 1.55% | +754+5.7% | Added |
| Ally Financial Inc. | 14,000 | $2.43M | 0.38% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 13,977 | $2.43M | 1.59% | −15−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,963 | $2.43M | 0.07% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 13,944 | $2.42M | 0.84% | +2,428+21.1% | Added |
| Orion Portfolio Solutions, LLC | 13,876 | $2.41M | 0.08% | +2,339+20.3% | Added |
| Rockland Trust Co | 13,856 | $2.41M | 0.15% | −313−2.2% | Reduced |
| Veriti Management LLC | 13,858 | $2.41M | 0.32% | +461+3.4% | Added |
| Cypress Capital Group | 13,815 | $2.40M | 0.36% | +393+2.9% | Added |
| Chatham Capital Group, Inc. | 13,814 | $2.40M | 0.56% | +388+2.9% | Added |
| Aull & Monroe Investment Management Corp | 13,761 | $2.39M | 1.19% | −535−3.7% | Reduced |
| Horst & Graben Wealth Management LLC | 13,755 | $2.39M | 0.63% | +10+0.1% | Added |
| BFSG, LLC | 13,706 | $2.38M | 0.48% | +20.0% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.36M | 0.69% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 13,583 | $2.36M | 0.08% | −14,589−51.8% | Reduced |
| Stone Point Wealth LLC | 13,566 | $2.36M | 1.16% | +625+4.8% | Added |
| Marks Group Wealth Management, Inc | 13,550 | $2.36M | 0.32% | +1,299+10.6% | Added |
| BTC Capital Management, Inc. | 13,536 | $2.35M | 0.28% | −632−4.5% | Reduced |
| Quantinno Capital Management LP | 13,519 | $2.35M | 0.18% | +4,633+52.1% | Added |
| Camden Capital, LLC | 13,515 | $2.35M | 0.37% | −1,918−12.4% | Reduced |
| Bristlecone Advisors, LLC | 13,459 | $2.34M | 0.29% | −37−0.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 13,448 | $2.34M | 2.07% | −390−2.8% | Reduced |
| SkyOak Wealth, LLC | 13,438 | $2.34M | 0.79% | −109−0.8% | Reduced |
| Greenleaf Trust | 13,413 | $2.33M | 0.03% | +84+0.6% | Added |