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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.

Q1 2023 vs. Q4 2022

How the institutions holding United Parcel Service Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of UPS: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2,236552,266+85
Shares516.0M1.45M516.4M+1.85M (+0.4%)
Value$89.6B$253.5M$100.1B+$10.7B (+12.0%)

55 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (181)

Institutions that held United Parcel Service Inc at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 181 by value.

Institutions new to UPS in Q1 2023
InstitutionSharesValue% of portfolio
Empower Advisory Group, LLC514,657$99.7M0.45%
Vulcan Value Partners, LLC383,604$74.4M0.94%
Bridgewater Associates, LP117,376$22.8M0.14%
Abn Amro Investment Solutions86,565$16.8M0.35%
Edgar Lomax Co51,065$9.91M0.64%
CSM Advisors, LLC48,120$9.34M0.81%
Holocene Advisors, LP40,078$7.77M0.04%
Connor, Clark & Lunn Investment Management Ltd.39,055$7.58M0.04%
Ostrum Asset Management36,276$7.04M0.61%
Quintet Private Bank (Europe) S.A.32,551$6.31M0.38%
D L Carlson Investment Group Inc31,773$6.16M1.40%
Beacon Harbor Wealth Advisors, Inc.30,487$5.91M2.06%
Icon Wealth Partners, LLC29,061$5.64M0.61%
Westfield Capital Management Co LP28,887$5.60M0.04%
Graham Capital Management, L.P.23,547$4.57M0.16%
Eisler Capital (UK) Ltd.21,923$4.25M0.37%
Vinva Investment Management Ltd21,736$4.15M0.35%
Harbor Capital Advisors, Inc.17,466$3.39M0.98%
Jackson Wealth Management, LLC14,196$2.75M2.07%
Two Sigma Investments, LP14,120$2.74M0.01%
Canandaigua National Bank & Trust Co13,154$2.55M0.43%
Zurich Insurance Group Ltd10,900$2.11M0.03%
Matrix Trust Co9,724$1.89M0.51%
SPC Financial, Inc.9,171$1.78M0.20%
Nilsine Partners, LLC8,956$1.74M0.27%
G&S Capital LLC8,874$1.72M0.76%
Cornerstone Wealth Management, LLC8,514$1.65M0.16%
Banco Santander, S.A.8,421$1.63M0.02%
Pine Valley Investments Ltd Liability Co9,493$1.63M0.25%
Group One Trading, L.P.8,286$1.61M0.08%
Pearl River Capital, LLC8,061$1.56M0.25%
Legacy Capital Wealth Partners, LLC7,365$1.43M0.39%
PFG Investments, LLC7,271$1.41M0.29%
Noble Family Wealth, LLC7,030$1.36M0.47%
Goldstone Financial Group, LLC6,723$1.30M0.43%
Family Asset Management, LLC6,612$1.28M0.94%
TKG Advisors, LLC6,584$1.28M0.80%
San Luis Wealth Advisors LLC6,311$1.22M0.47%
Winton Group Ltd6,246$1.21M0.07%
Perpetual Ltd6,191$1.20M0.01%
Berkshire Asset Management LLC6,097$1.18M0.07%
Paloma Partners Management Co5,333$1.03M0.23%
Pinnacle West Asset Management, Inc.4,615$895.0K0.93%
Greenland Capital Management LP4,500$873.0K0.10%
Imprint Wealth LLC4,491$871.2K0.57%
Cim, LLC4,468$866.7K0.17%
V-Square Quantitative Management LLC4,445$862.3K0.79%
Souders Financial Advisors4,439$861.1K0.18%
McKinley Capital Management LLC /Delaware4,406$854.7K0.11%
Gallagher Fiduciary Advisors, LLC4,219$819.3K0.07%
SC&H Financial Advisors, Inc.4,120$799.3K0.29%
Liberty Wealth Management LLC4,095$794.5K0.16%
Americana Partners, LLC3,978$771.7K0.12%
Tradewinds, LLC.3,771$731.6K0.44%
Morse Asset Management, Inc3,711$720.0K0.24%
GPS Wealth Strategies Group, LLC3,434$666.2K0.14%
Chesapeake Asset Management LLC3,356$651.0K0.60%
Asahi Life Asset Management Co., Ltd.3,260$632.4K0.20%
Golden State Equity Partners3,235$627.6K0.34%
Caxton Associates LP2,991$580.2K0.09%
Campbell & CO Investment Adviser LLC2,926$567.6K0.11%
Sage Mountain Advisors LLC2,890$560.6K0.09%
NWF Advisory Services Inc.3,121$559.3K0.13%
Sweeney & Michel, LLC3,174$531.9K0.28%
Ogorek Anthony Joseph2,593$503.0K0.21%
Fairfield, Bush & Co.2,575$499.5K0.18%
Cape Investment Advisory, Inc.2,538$492.3K0.30%
Concord Asset Management, LLC2,448$474.9K0.19%
GenTrust, LLC2,312$448.5K0.03%
Titleist Asset Management, LLC2,233$433.2K0.09%
MBL Wealth, LLC2,226$431.8K0.07%
Atomi Financial Group, Inc.2,190$424.8K0.24%
Alera Investment Advisors, LLC2,151$417.3K0.10%
Allen Capital Group, LLC2,128$412.8K0.08%
Two Sigma Advisers, LP2,100$407.4K0.00%
Syntegra Private Wealth Group, LLC2,087$404.9K0.07%
Fortis Group Advisors, LLC2,219$399.0K0.12%
Private Wealth Partners, LLC2,000$388.0K0.04%
RIA Advisory Group LLC1,994$386.8K0.18%
Heartland Bank & Trust Co1,924$373.2K0.28%
MONECO Advisors, LLC1,899$368.3K0.11%
Fidelis Capital Partners, LLC2,074$364.5K0.15%
NEIRG Wealth Management, LLC1,875$363.7K0.06%
Corton Capital Inc.1,864$361.6K0.25%
Gillespie Robinson & Grimm Inc1,849$358.7K0.03%
Callan Family Office, LLC1,814$351.9K0.09%
Fortress Wealth Group, LLC1,791$347.5K0.25%
Petrus Trust Company, LTA1,750$339.5K0.04%
Spotlight Asset Group, Inc.2,026$335.0K0.33%
Balyasny Asset Management LLC1,630$316.2K0.00%
Abacus Wealth Partners, LLC1,759$309.2K0.10%
Clear Harbor Asset Management, LLC1,554$301.5K0.03%
Delphia (USA) Inc.1,510$292.9K0.36%
Renasant Bank1,505$292.0K0.23%
Dodge & Cox1,500$291.0K0.00%
Sanders Morris Harris LLC1,470$285.2K0.10%
FSB Premier Wealth Management, Inc.1,455$282.3K0.16%
ING Groep NV1,447$280.7K0.00%
Geller Advisors LLC1,371$266.0K0.04%
Aspen Grove Capital, LLC1,359$263.7K0.12%

Sold out (96)

Institutions that held United Parcel Service Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of UPS in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Millennium Management LLC196,525$34.2M
Qube Research & Technologies Ltd185,889$32.3M
Twin Tree Management, LP168,782$29.3M
International Assets Investment Management, LLC96,557$16.8M
Parallax Volatility Advisers, L.P.94,734$16.5M
Trexquant Investment LP61,521$10.7M
Zenyatta Capital Management LP55,000$9.56M
Laurion Capital Management LP50,064$8.70M
Natixis43,330$7.53M
Occudo Quantitative Strategies LP20,485$3.56M
Johnson & White Wealth Management, LLC122,695$3.31M
Keeler Thomas Management LLC16,067$2.79M
Arabesque Asset Management Ltd14,423$2.51M
Worldquant Millennium Advisors LLC10,283$1.79M
Virtu Financial LLC8,672$1.51M
Marex Group plc7,981$1.39M
Rollins Financial6,293$1.09M
Squarepoint Ops LLC5,450$947.4K
Stableford Capital II LLC4,413$801.8K
Hirtle Callaghan & Co LLC4,586$797.2K
Hohimer Wealth Management, LLC4,316$750.3K
Cavalier Investments, LLC3,932$683.5K
Naviter Wealth, LLC3,696$665.2K
Edgestream Partners, L.P.3,784$657.8K
Golden Green, Inc.3,578$622.0K
Inceptionr LLC3,570$620.6K
Northstar Advisory Group, LLC3,422$594.9K
Childress Capital Advisors, LLC3,299$573.5K
Parkside Investments, LLC3,125$543.3K
Total Clarity Wealth Management, Inc.3,005$522.4K
GraniteShares Advisors LLC2,714$471.8K
Dynamic Technology Lab Private Ltd2,552$444.0K
DRW Securities, LLC2,494$434.0K
Aletheian Wealth Advisors LLC2,378$413.4K
WealthBridge Capital Management, LLC2,353$409.0K
Adamsbrown Wealth Consultants LLC2,253$391.6K
Compagnie Lombard Odier SCmA2,242$390.0K
Engineers Gate Manager LP2,237$388.9K
Andesa Financial Management Inc.2,176$378.3K
Crestwood Advisors Group LLC2,123$369.1K
FIDELIS iM, LLC2,000$347.7K
GAM Holding AG1,854$322.3K
Goldstein Advisors, LLC1,849$321.0K
Boothbay Fund Management, LLC1,826$317.4K
Insight Advisors, LLC1,804$315.9K
Duality Advisers, LP1,743$303.0K
Caas Capital Management LP1,710$297.3K
OneAscent Financial Services LLC1,670$290.0K
S&T Bank1,639$285.0K
OneAscent Wealth Management LLC1,621$282.0K
Grant/GrossMendelsohn, LLC1,527$273.3K
Garda Capital Partners LP1,539$267.5K
Steel Peak Wealth Management LLC1,512$262.8K
Private Capital Management, LLC1,479$257.1K
Core Wealth Partners LLC15,720$235.5K
Capital International Inc1,348$234.3K
MQS Management LLC1,347$234.2K
Argent Capital Management LLC1,342$233.3K
First Interstate Bank1,325$231.0K
Redmont Wealth Advisors LLC1,327$230.7K
Resource Planning Group1,291$224.4K
Appleton Partners Inc1,282$223.0K
Headlands Technologies LLC1,282$223.0K
Hamilton Wealth, LLC1,238$215.3K
Carroll Investors, Inc1,198$210.5K
Modera Wealth Management, LLC1,209$210.1K
Firethorn Wealth Partners, LLC1,166$202.7K
B&D White Capital Company, LLC1,000$173.8K
Cubist Systematic Strategies, LLC849$147.6K
Tandem Wealth Advisors LLC818$142.2K
Leelyn Smith, LLC768$133.5K
Arcus Capital Partners, LLC549$95.4K
MinichMacGregor Wealth Management, LLC540$94.0K
EWG Elevate Inc.536$93.2K
Affiance Financial, LLC524$91.1K
Glassy Mountain Advisors, Inc.400$69.5K
Freedom Wealth Alliance, LLC368$64.0K
Retirement Financial Solutions, LLC335$58.2K
Fiduciary Alliance LLC282$49.0K
One Wealth Advisors, LLC279$48.5K
QVR LLC240$41.7K
WFA of San Diego, LLC223$38.8K
RWM Asset Management, LLC222$38.6K
Red Tortoise LLC197$34.2K
Simplex Trading, LLC200$34.0K
Dark Forest Capital Management LP176$30.6K
Madden Securities Corp165$28.7K
Win Advisors, Inc160$27.8K
Cyrus J. Lawrence, LLC125$22.0K
My Personal CFO, LLC107$18.6K
Laurel Wealth Planning LLC85$14.8K
Arcadia Investment Management Corp75$13.0K
Sageworth Trust Co14$2.00K
Islay Capital Management, LLC7$1.22K
PEAK6 Investments LLC4$758
First Command Advisory Services, Inc.29$0

Not filed for Q1 2023 yet (55)

Institutions that held United Parcel Service Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Personal Capital Advisors Corp491,548$85.5M
CFO4Life, L.P.319,274$55.5M
Comerica Bank140,496$25.1M
ARGI Investment Services, LLC61,528$10.7M
Seeyond40,131$6.98M
Laurel Wealth Advisors, Inc.35,813$6.23M
Boenning & Scattergood, Inc.27,490$5.90M
True Signal LP33,351$5.80M
Icon Wealth Advisors, LLC32,531$5.66M
Semmax Financial Advisors Inc.31,454$5.63M
Allstate Investment Management Co30,037$5.22M
Bank of the West20,174$3.51M
Burleson & Company, LLC16,790$2.92M
Canandaigua National Corp15,951$2.77M
Gofen & Glossberg LLC12,565$2.18M
Gamble Jones Investment Counsel12,427$2.16M
Ascension Asset Management LLC9,483$1.65M
Momentum Advisors, LLC9,303$1.62M
Trustcore Financial Services, LLC8,797$1.53M
YorkBridge Wealth Partners, LLC8,166$1.42M
Keystone Financial Group7,795$1.36M
Aevitas Wealth Management, Inc.7,682$1.34M
Sargent Bickham Lagudis LLC6,496$1.13M
Regent Investment Management LLC6,346$1.10M
Perpetual Investment Management Ltd6,151$1.07M
Probity Advisors, Inc.5,851$1.02M
Zeke Capital Advisors, LLC4,750$825.7K
swisspartners Ltd.4,600$799.7K
Harrison & Co Wealth Management, LLC4,600$799.7K
Cribstone Capital Management, LLC4,404$765.6K
Gallagher Benefit Services, Inc.4,283$745.1K
F3Logic, LLC4,283$745.1K
Titleist Asset Management, Ltd.3,114$541.3K
Selective Wealth Management, Inc.2,618$466.3K
Ipsen Advisor Group LLC2,284$397.1K
Game Plan Financial Advisors, LLC2,040$354.6K
WC Walker & Associates, Inc.2,008$354.5K
CoreCap Advisors, LLC1,889$328.6K
Security National Bank of So Dak1,878$326.0K
Fairhaven Wealth Management, LLC1,349$234.5K
Glass Jacobson Investment Advisors llc1,255$218.2K
Bickling Financial Services, Inc.1,175$204.3K
Neo Ivy Capital Management984$171.0K
Tyler-Stone Wealth Management464$81.0K
Capital Directions Investment Advisors, LLC253$44.0K
Cornerstone Planning Group LLC242$42.6K
Heritage Wealth Management, LLC242$42.1K
Alpha Paradigm Partners, LLC97$17.0K
Alaska Permanent Fund Corp82$14.0K
Moser Wealth Advisors, LLC79$13.7K
Sanctuary Wealth Management, L.L.C.42$7.30K
Red Cedar Capital, LLC24$4.00K
St. James Investment Advisors, LLC15$2.61K
St Germain D J Co Inc1,392$242
Spartan Planning & Wealth Management1$174