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, Q1 2023
Institutional positions in United Parcel Service Inc as of Mar 31, 2023. 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
- 2,267
- +85 vs. Q4 2022
- Shares held
- 516.4M
- +1.85M (+0.4%) vs. Q4 2022
- Total value
- $100.1B
- +$10.7B (+12.0%) vs. Q4 2022
- New holders
- 181
- 982 more added
- Sold out
- 96
- 795 more reduced
55 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 10,475 | $0 | 0.00% | +10,475 | New |
| Insight Financial Services | 5 | $969 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $970 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 6 | $1.21K | 0.00% | +4+200.0% | Added |
| 25 LLC | 9 | $1.57K | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 10 | $1.94K | 0.00% | +3+42.9% | Added |
| Kozak & Associates, Inc. | 11 | $2.08K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $2.13K | 0.00% | +11 | New |
| Iron Horse Wealth Management, LLC | 11 | $2.13K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 16 | $3.10K | 0.00% | +11+220.0% | Added |
| Global Wealth Strategies & Associates | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $4.07K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 22 | $4.27K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 24 | $4.57K | 0.00% | +24 | New |
| Focused Wealth Management, Inc | 24 | $4.68K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $4.74K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $4.95K | 0.00% | +26 | New |
| Marquette Asset Management, LLC | 28 | $5.43K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 28 | $5.43K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 29 | $5.63K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 32 | $6.21K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 34 | $6.60K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 38 | $7.00K | 0.00% | +7+22.6% | Added |
| Sofos Investments, Inc. | 214 | $7.11K | 0.31% | +40+23.0% | Added |
| Stephens Consulting, LLC | 38 | $7.37K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $7.76K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 43 | $8.24K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 45 | $8.73K | 0.06% | −5,642−99.2% | Reduced |
| Hoey Investments, Inc | 45 | $8.73K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 46 | $8.92K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 246 | $9.00K | 0.00% | −49,708−99.5% | Reduced |
| Kalos Management, Inc. | 48 | $9.31K | 0.02% | +48 | New |
| Carolina Wealth Advisors, LLC | 50 | $9.70K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 52 | $10.1K | 0.01% | +19+57.6% | Added |
| Core Wealth Advisors, Inc. | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $10.3K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 57 | $11.1K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $11.3K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 60 | $11.6K | 0.07% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 60 | $11.6K | 0.00% | +48+400.0% | Added |
| MBM Wealth Consultants, LLC | 61 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $12.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 63 | $12.2K | 0.00% | −52−45.2% | Reduced |
| Cedar Mountain Advisors, LLC | 64 | $12.5K | 0.00% | +11+20.8% | Added |
| Mendota Financial Group, LLC | 61 | $13.1K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 70 | $13.6K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 71 | $13.8K | 0.00% | −71−50.0% | Reduced |
| Eukles Asset Management | 73 | $14.2K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 75 | $14.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 80 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 80 | $15.5K | 0.02% | +80 | New |
| Cutler Group LP | 85 | $16.0K | 0.00% | −906−91.4% | Reduced |
| Tortoise Investment Management, LLC | 86 | $16.7K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 89 | $17.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 93 | $18.0K | 0.01% | −50−35.0% | Reduced |
| Canada Pension Plan Investment Board | 96 | $18.6K | 0.00% | +86+860.0% | Added |
| Ritter Daniher Financial Advisory LLC | 100 | $19.4K | 0.01% | +50+100.0% | Added |
| Abound Wealth Management | 101 | $19.6K | 0.01% | +33+48.5% | Added |
| AllSquare Wealth Management LLC | 104 | $20.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 110 | $21.0K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 109 | $21.1K | 0.00% | +109 | New |
| AdvisorShares Investments LLC | 115 | $22.3K | 0.01% | +23+25.0% | Added |
| WR Wealth Planners, LLC | 116 | $22.4K | 0.01% | +22+23.4% | Added |
| Cornerstone Management, Inc. | 116 | $22.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 125 | $24.2K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 126 | $24.4K | 0.03% | −750−85.6% | Reduced |
| Robbins Farley LLC | 127 | $24.6K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 128 | $24.8K | 0.01% | +128 | New |
| DB Fitzpatrick & Co, Inc | 129 | $25.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 143 | $27.8K | 0.01% | +1+0.7% | Added |
| PrairieView Partners, LLC | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 154 | $29.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 156 | $30.0K | 0.01% | +13+9.1% | Added |
| Worth Asset Management, LLC | 160 | $31.0K | 0.02% | +58+56.9% | Added |
| Piershale Financial Group, Inc. | 164 | $31.8K | 0.03% | +2+1.2% | Added |
| Joseph Group Capital Management | 165 | $32.0K | 0.03% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 167 | $32.4K | 0.01% | +167 | New |
| Annapolis Financial Services, LLC | 170 | $33.0K | 0.01% | −1−0.6% | Reduced |
| Front Row Advisors LLC | 175 | $34.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 183 | $35.0K | 0.01% | +2+1.1% | Added |
| Centerpoint Advisors, LLC | 183 | $36.0K | 0.02% | +123+205.0% | Added |
| Johnson Midwest Financial, LLC | 187 | $36.2K | 0.05% | +2+1.1% | Added |
| Guardian Wealth Management, Inc. | 188 | $36.4K | 0.04% | +2+1.1% | Added |
| First Community Trust NA | 199 | $38.6K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 206 | $40.0K | 0.00% | −60−22.6% | Reduced |
| GoalVest Advisory LLC | 208 | $40.4K | 0.02% | −26−11.1% | Reduced |
| Syverson Strege & Co | 215 | $41.7K | 0.02% | +154+252.5% | Added |
| Gould Capital, LLC | 216 | $41.9K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 218 | $42.3K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 221 | $42.9K | 0.04% | +62+39.0% | Added |