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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 5,339 | $1.04M | 0.08% | +3,302+162.1% | Added |
| Amica Retiree Medical Trust | 5,365 | $1.04M | 1.10% | +1,401+35.3% | Added |
| Wolff Financial Management LLC | 5,391 | $1.05M | 0.36% | +5+0.1% | Added |
| Palumbo Wealth Management LLC | 5,418 | $1.05M | 0.70% | −258−4.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,423 | $1.05M | 0.79% | −31−0.6% | Reduced |
| Focus Financial Network, Inc. | 5,525 | $1.07M | 0.07% | −45−0.8% | Reduced |
| Fiduciary Group LLC | 5,548 | $1.08M | 0.14% | −57−1.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,575 | $1.08M | 0.09% | +744+15.4% | Added |
| OmniStar Financial Group, Inc. | 5,585 | $1.08M | 1.37% | +801+16.7% | Added |
| Boyd Watterson Asset Management LLC | 5,587 | $1.08M | 0.44% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 5,588 | $1.08M | 0.57% | +173+3.2% | Added |
| Grove Bank & Trust | 5,594 | $1.09M | 0.23% | +1,544+38.1% | Added |
| Alpha DNA Investment Management LLC | 5,596 | $1.09M | 0.56% | −123−2.2% | Reduced |
| Archford Capital Strategies, LLC | 5,744 | $1.09M | 0.23% | +302+5.5% | Added |
| Lavaca Capital LLC | 5,684 | $1.09M | 0.25% | −421−6.9% | Reduced |
| IFG Advisory, LLC | 5,646 | $1.10M | 0.10% | +83+1.5% | Added |
| Massachusetts Wealth Management | 5,675 | $1.10M | 1.14% | −200−3.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,675 | $1.10M | 0.08% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 5,683 | $1.10M | 0.14% | −619−9.8% | Reduced |
| Byrne Asset Management LLC | 5,693 | $1.10M | 0.79% | −538−8.6% | Reduced |
| Park Place Capital Corp | 5,737 | $1.11M | 0.31% | +1,359+31.0% | Added |
| World Equity Group, Inc. | 21,369 | $1.12M | 0.19% | +17,568+462.2% | Added |
| Investors Research Corp | 5,789 | $1.12M | 0.29% | −100−1.7% | Reduced |
| Meyer Handelman Co | 5,800 | $1.13M | 0.05% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 5,801 | $1.13M | 1.08% | +21+0.4% | Added |
| NBT Bank N A | 5,823 | $1.13M | 0.17% | −100−1.7% | Reduced |
| Gouws Capital LLC | 5,826 | $1.13M | 1.01% | +911+18.5% | Added |
| Laidlaw Wealth Management LLC | 5,831 | $1.13M | 0.23% | +4,020+222.0% | Added |
| Lindbrook Capital, LLC | 5,835 | $1.13M | 0.13% | −323−5.2% | Reduced |
| LCNB Corp | 5,862 | $1.14M | 0.51% | −97−1.6% | Reduced |
| WBI Investments | 5,874 | $1.14M | 0.23% | −5,580−48.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,916 | $1.15M | 0.28% | −10−0.2% | Reduced |
| Colonial Trust Co | 5,921 | $1.15M | 0.29% | +394+7.1% | Added |
| Financial Advocates Investment Management | 5,924 | $1.15M | 0.09% | +138+2.4% | Added |
| Johnson Financial Group, Inc. | 5,950 | $1.15M | 0.08% | +1,316+28.4% | Added |
| IFP Advisors, Inc | 9,847 | $1.15M | 0.06% | −8,478−46.3% | Reduced |
| Baldwin Brothers Inc | 5,970 | $1.16M | 0.10% | −202−3.3% | Reduced |
| Brown Capital Management LLC | 5,982 | $1.16M | 0.02% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 5,985 | $1.16M | 0.41% | −97−1.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,994 | $1.16M | 0.13% | −5−0.1% | Reduced |
| Cooper Financial Group | 6,004 | $1.16M | 0.31% | −131−2.1% | Reduced |
| Bremer Bank National Association | 6,020 | $1.17M | 0.23% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 6,020 | $1.17M | 0.82% | +1,020+20.4% | Added |
| Tradewinds Capital Management, LLC | 6,033 | $1.17M | 0.37% | −38−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 6,069 | $1.18M | 0.24% | +557+10.1% | Added |
| Berkshire Asset Management LLC | 6,097 | $1.18M | 0.07% | +6,097 | New |
| Colonial Trust Advisors | 6,101 | $1.18M | 0.14% | −114−1.8% | Reduced |
| Sweet Financial Partners, LLC | 6,144 | $1.19M | 0.33% | +1,794+41.2% | Added |
| Gleason Group, Inc. | 6,166 | $1.20M | 0.34% | +53+0.9% | Added |
| Marshall Financial Group LLC | 6,176 | $1.20M | 0.43% | −17−0.3% | Reduced |
| Marino, Stram & Associates LLC | 6,177 | $1.20M | 0.36% | +390+6.7% | Added |
| Buckingham Strategic Partners | 6,185 | $1.20M | 0.08% | −382−5.8% | Reduced |
| Perpetual Ltd | 6,191 | $1.20M | 0.01% | +6,191 | New |
| Trail Ridge Investment Advisors, LLC | 6,200 | $1.20M | 0.78% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,216 | $1.21M | 0.10% | −173−2.7% | Reduced |
| Aspen Wealth Strategies, LLC | 6,243 | $1.21M | 0.94% | −12−0.2% | Reduced |
| Winton Group Ltd | 6,246 | $1.21M | 0.07% | +6,246 | New |
| Hyman Charles D | 6,300 | $1.22M | 0.08% | +455+7.8% | Added |
| Ritholtz Wealth Management | 6,308 | $1.22M | 0.06% | +2,111+50.3% | Added |
| San Luis Wealth Advisors LLC | 6,311 | $1.22M | 0.47% | +6,311 | New |
| Ronald Blue Trust, Inc. | 7,071 | $1.23M | 0.02% | −3,782−34.8% | Reduced |
| Stiles Financial Services Inc | 6,352 | $1.23M | 0.66% | +312+5.2% | Added |
| Meridian Wealth Management, LLC | 6,368 | $1.24M | 0.11% | +484+8.2% | Added |
| Reuter James Wealth Management, LLC | 6,370 | $1.24M | 0.86% | +1,493+30.6% | Added |
| K.J. Harrison & Partners Inc | 6,375 | $1.24M | 0.25% | −40−0.6% | Reduced |
| Northstar Group, Inc. | 6,415 | $1.24M | 0.32% | +5+0.1% | Added |
| Capital Asset Advisory Services LLC | 6,418 | $1.25M | 0.09% | −348−5.1% | Reduced |
| Traynor Capital Management, Inc. | 6,436 | $1.25M | 0.19% | +617+10.6% | Added |
| Wintrust Investments LLC | 6,456 | $1.25M | 0.16% | −20−0.3% | Reduced |
| Diligent Investors, LLC | 6,461 | $1.25M | 0.39% | −49−0.8% | Reduced |
| Simmons Bank | 6,514 | $1.26M | 0.11% | −755−10.4% | Reduced |
| Stonnington Group, LLC | 6,620 | $1.26M | 0.33% | −74−1.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,564 | $1.27M | 1.16% | +590+9.9% | Added |
| TKG Advisors, LLC | 6,584 | $1.28M | 0.80% | +6,584 | New |
| Williams Jones Wealth Management, LLC. | 6,597 | $1.28M | 0.02% | −820−11.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,601 | $1.28M | 0.15% | +800+13.8% | Added |
| Essex Financial Services, Inc. | 6,601 | $1.28M | 0.13% | −427−6.1% | Reduced |
| Family Asset Management, LLC | 6,612 | $1.28M | 0.94% | +6,612 | New |
| Trust Investment Advisors | 6,625 | $1.29M | 1.15% | +43+0.7% | Added |
| Central Bank & Trust Co | 6,644 | $1.29M | 0.23% | +946+16.6% | Added |
| Pegasus Partners Ltd. | 6,668 | $1.29M | 0.20% | +582+9.6% | Added |
| TCM Advisors, LLC | – | $1.30M | 1.17% | – | – |
| Strategic Blueprint, LLC | 6,717 | $1.30M | 0.13% | +308+4.8% | Added |
| Goldstone Financial Group, LLC | 6,723 | $1.30M | 0.43% | +6,723 | New |
| Spire Wealth Management | 6,736 | $1.31M | 0.05% | +3,036+82.1% | Added |
| First County Bank | 6,736 | $1.31M | 0.64% | +2,129+46.2% | Added |
| Barden Capital Management, Inc. | 6,748 | $1.31M | 1.25% | +79+1.2% | Added |
| Redmond Asset Management, LLC | 6,748 | $1.31M | 0.45% | +748+12.5% | Added |
| Woodard & Co Asset Management Group Inc | 6,751 | $1.31M | 0.46% | +217+3.3% | Added |
| Guardian Capital Advisors LP | 6,905 | $1.31M | 0.15% | −65−0.9% | Reduced |
| WT Wealth Management | 6,781 | $1.32M | 0.57% | −743−9.9% | Reduced |
| Western Wealth Management, LLC | 6,836 | $1.33M | 0.12% | +20+0.3% | Added |
| Chesapeake Wealth Management | 6,836 | $1.33M | 0.55% | +1,210+21.5% | Added |
| Carmel Capital Partners, LLC | 6,839 | $1.33M | 0.78% | +243+3.7% | Added |
| Acadian Asset Management LLC | 6,881 | $1.33M | 0.01% | −13,964−67.0% | Reduced |
| Washington Trust Co | 6,883 | $1.34M | 0.06% | +20+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 6,904 | $1.34M | 0.37% | +119+1.8% | Added |
| Quadrant Capital Group LLC | 6,909 | $1.34M | 0.14% | +875+14.5% | Added |
| PYA Waltman Capital, LLC | 6,910 | $1.34M | 0.67% | +2,011+41.0% | Added |
| 1st Source Bank | 6,926 | $1.34M | 0.09% | −78−1.1% | Reduced |