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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 4,486 | $870.2K | 0.28% | +482+12.0% | Added |
| Darwin Advisors, LLC | 4,504 | $870.6K | 0.24% | −101−2.2% | Reduced |
| Imprint Wealth LLC | 4,491 | $871.2K | 0.57% | +4,491 | New |
| Greenland Capital Management LP | 4,500 | $873.0K | 0.10% | +4,500 | New |
| Harbor Investment Advisory, LLC | 4,504 | $873.7K | 0.13% | −1,366−23.3% | Reduced |
| SBB Research Group LLC | 4,506 | $874.2K | 1.23% | +39+0.9% | Added |
| Oakworth Capital, Inc. | 4,517 | $876.3K | 0.08% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 4,518 | $876.4K | 0.07% | +404+9.8% | Added |
| DAGCO, Inc. | 4,523 | $877.4K | 0.47% | −47−1.0% | Reduced |
| Delta Financial Group, Inc. | 4,527 | $878.0K | 0.34% | +60+1.3% | Added |
| Principle Wealth Partners LLC | 4,527 | $878.2K | 0.09% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,545 | $881.7K | 0.20% | +601+15.2% | Added |
| Meridian Wealth Advisors, LLC | 4,565 | $885.6K | 0.22% | +104+2.3% | Added |
| Thrive Wealth Management, LLC | 4,567 | $886.0K | 0.23% | +439+10.6% | Added |
| Lyell Wealth Management, LP | 4,570 | $886.5K | 0.12% | −200−4.2% | Reduced |
| Evermay Wealth Management LLC | 4,589 | $890.1K | 0.18% | −150−3.2% | Reduced |
| Diversified Trust Co | 4,591 | $890.6K | 0.03% | −3,414−42.6% | Reduced |
| Credential Qtrade Securities Inc. | 4,593 | $891.0K | 0.06% | +38+0.8% | Added |
| Triangle Securities Wealth Management | 4,602 | $892.7K | 0.32% | −173−3.6% | Reduced |
| Patton Albertson Miller Group, LLC | 4,612 | $894.7K | 0.16% | −1,148−19.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,615 | $895.0K | 0.93% | +4,615 | New |
| MTM Investment Management, LLC | 4,620 | $896.3K | 0.46% | +20.0% | Added |
| SageView Advisory Group, LLC | 4,622 | $896.6K | 0.06% | −348−7.0% | Reduced |
| McAdam, LLC | 4,627 | $897.5K | 0.08% | +1,075+30.3% | Added |
| Capital Advisors Wealth Management, LLC | 4,645 | $901.2K | 0.25% | +86+1.9% | Added |
| Mendel Money Management | 4,652 | $902.4K | 0.49% | +163+3.6% | Added |
| Human Investing LLC | 4,658 | $903.6K | 0.22% | −159−3.3% | Reduced |
| MRP Capital Investments, LLC | 4,670 | $905.9K | 0.99% | +1,783+61.8% | Added |
| Kovack Advisors, Inc. | 4,671 | $906.1K | 0.12% | +193+4.3% | Added |
| West Paces Advisors Inc. | 4,671 | $906.1K | 0.28% | +46+1.0% | Added |
| Knightsbridge Asset Management, LLC | 4,675 | $907.0K | 0.16% | +681+17.1% | Added |
| Meitav Dash Investments Ltd | 4,750 | $908.6K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 4,700 | $911.8K | 0.02% | +282+6.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,715 | $914.7K | 0.52% | +274+6.2% | Added |
| David Loasby | 4,892 | $922.5K | 0.11% | +1,681+52.4% | Added |
| Caisse de Depot Et Placement du Quebec | 4,762 | $923.8K | 0.00% | −12,523−72.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,774 | $926.3K | 0.12% | −61−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 4,784 | $928.0K | 0.37% | +48+1.0% | Added |
| Sentry Investment Management LLC | 4,807 | $933.0K | 0.38% | −46−0.9% | Reduced |
| Mork Capital Management, LLC | 4,820 | $935.0K | 0.76% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4,826 | $936.2K | 0.23% | +903+23.0% | Added |
| Rothschild Investment Corp | 4,829 | $937.0K | 0.08% | +8+0.2% | Added |
| Paragon Financial Partners, Inc. | 4,831 | $937.1K | 0.98% | −504−9.4% | Reduced |
| Pettee Investors, Inc. | 4,840 | $938.9K | 0.45% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 4,860 | $942.8K | 0.73% | −41−0.8% | Reduced |
| DeDora Capital, Inc. | 4,876 | $945.9K | 0.40% | −162−3.2% | Reduced |
| City State Bank | 4,885 | $948.0K | 0.54% | −25−0.5% | Reduced |
| NVWM, LLC | 4,895 | $949.6K | 0.32% | +136+2.9% | Added |
| Ropes Wealth Advisors LLC | 4,902 | $950.9K | 0.17% | −171−3.4% | Reduced |
| Advisors Management Group Inc | 4,907 | $952.0K | 0.30% | −48−1.0% | Reduced |
| Virtus ETF Advisers LLC | 4,917 | $953.8K | 0.52% | +251+5.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,922 | $955.0K | 0.01% | +3,683+297.3% | Added |
| Nwam LLC | 4,933 | $957.0K | 0.10% | −2,531−33.9% | Reduced |
| Strategic Investment Solutions, Inc. | 4,937 | $957.8K | 0.19% | −252−4.9% | Reduced |
| Capital Insight Partners, LLC | 4,940 | $958.3K | 0.23% | −325−6.2% | Reduced |
| LifeGuide Financial Advisors, LLC | 4,944 | $959.1K | 0.77% | −150−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 4,948 | $959.8K | 0.05% | +2,113+74.5% | Added |
| apricus wealth, LLC | 4,949 | $960.1K | 0.88% | −179−3.5% | Reduced |
| Valmark Advisers, Inc. | 4,951 | $960.4K | 0.02% | −5−0.1% | Reduced |
| Lumature Wealth Partners, LLC | 4,951 | $960.4K | 0.54% | +9+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,951 | $960.4K | 0.16% | +609+14.0% | Added |
| Moneta Group Investment Advisors LLC | 4,975 | $965.0K | 0.02% | +909+22.4% | Added |
| Herold Advisors, Inc. | 4,977 | $965.4K | 0.33% | +2,247+82.3% | Added |
| MKT Advisors LLC | 5,114 | $968.6K | 0.72% | +10.0% | Added |
| Solitude Financial Services | 5,000 | $970.0K | 0.62% | −200−3.8% | Reduced |
| Community Trust & Investment Co | 5,000 | $970.0K | 0.08% | 00.0% | Unchanged |
| CPR Investments Inc. | 5,000 | $970.0K | 0.93% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,003 | $970.9K | 0.14% | +308+6.6% | Added |
| Pittenger & Anderson Inc | 5,009 | $971.7K | 0.05% | +378+8.2% | Added |
| Southeast Asset Advisors Inc. | 5,016 | $973.1K | 0.15% | +71+1.4% | Added |
| Capital Square, LLC | 5,190 | $978.8K | 0.91% | +41+0.8% | Added |
| Peoples Financial Services Corp. | 5,047 | $979.1K | 0.46% | −41−0.8% | Reduced |
| Bangor Savings Bank | 5,048 | $979.3K | 0.12% | −335−6.2% | Reduced |
| Fernwood Investment Management, LLC | 5,063 | $982.2K | 0.38% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,066 | $982.8K | 0.05% | −193−3.7% | Reduced |
| CRA Financial Services, LLC | 5,071 | $983.7K | 0.29% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,080 | $985.5K | 0.23% | −225−4.2% | Reduced |
| Qtron Investments LLC | 5,094 | $988.2K | 0.20% | −144−2.7% | Reduced |
| Ar Asset Management Inc | 5,100 | $989.0K | 0.27% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 5,099 | $989.2K | 0.31% | +1,303+34.3% | Added |
| Lantz Financial LLC | 5,100 | $989.3K | 0.41% | +452+9.7% | Added |
| Eads & Heald Wealth Management | 5,115 | $992.0K | 0.49% | −10−0.2% | Reduced |
| Intellectus Partners, LLC | 5,122 | $993.6K | 0.31% | +130+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 5,127 | $994.6K | 0.38% | +62+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,150 | $999.1K | 0.01% | −396−7.1% | Reduced |
| VeraBank, N.A. | 5,166 | $1.00M | 0.47% | −70−1.3% | Reduced |
| Chicago Capital, LLC | 5,184 | $1.01M | 0.05% | −220−4.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,187 | $1.01M | 0.30% | +327+6.7% | Added |
| Founders Financial Alliance, LLC | 5,199 | $1.01M | 0.50% | −386−6.9% | Reduced |
| Heritage Wealth Advisors | 5,196 | $1.01M | 0.06% | −5−0.1% | Reduced |
| Xcel Wealth Management, LLC | 5,233 | $1.02M | 0.36% | −74−1.4% | Reduced |
| Phillips Wealth Planners LLC | 5,581 | $1.02M | 1.34% | +192+3.6% | Added |
| Smith, Moore & Co. | 5,269 | $1.02M | 0.14% | +125+2.4% | Added |
| De Burlo Group Inc | 5,274 | $1.02M | 0.20% | 00.0% | Unchanged |
| Essex Savings Bank | 5,311 | $1.03M | 0.36% | +76+1.5% | Added |
| Range Financial Group LLC | 5,316 | $1.03M | 0.67% | −160−2.9% | Reduced |
| First National Bank of South Miami | 5,323 | $1.03M | 0.82% | −331−5.9% | Reduced |
| Coastline Trust Co | 5,328 | $1.03M | 0.15% | −95−1.8% | Reduced |
| Harbour Investments, Inc. | 5,330 | $1.03M | 0.06% | +110+2.1% | Added |
| Paloma Partners Management Co | 5,333 | $1.03M | 0.23% | +5,333 | New |