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
- 2,266
- +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
- 981 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 |
|---|---|---|---|---|---|
| First United Bank Trust | 6,953 | $1.35M | 0.63% | +92+1.3% | Added |
| Affinity Wealth Management LLC | 6,953 | $1.35M | 0.32% | −111−1.6% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,960 | $1.35M | 0.84% | −4,021−36.6% | Reduced |
| Syntal Capital Partners, LLC | 6,980 | $1.35M | 0.50% | +94+1.4% | Added |
| Regal Investment Advisors LLC | 6,983 | $1.35M | 0.12% | +582+9.1% | Added |
| AdvisorNet Financial, Inc | 6,988 | $1.36M | 0.12% | +209+3.1% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.36M | 0.35% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 7,019 | $1.36M | 0.50% | −1,222−14.8% | Reduced |
| Private Wealth Strategies, L.L.C. | 7,020 | $1.36M | 0.34% | +56+0.8% | Added |
| Bollard Group LLC | 7,025 | $1.36M | 0.05% | +61+0.9% | Added |
| Noble Family Wealth, LLC | 7,030 | $1.36M | 0.47% | +7,030 | New |
| Old Second National Bank of Aurora | 7,031 | $1.36M | 0.40% | −179−2.5% | Reduced |
| SNS Financial Group, LLC | 7,031 | $1.36M | 0.18% | +48+0.7% | Added |
| Founders Financial Securities LLC | 7,040 | $1.37M | 0.20% | +52+0.7% | Added |
| Alaethes Wealth LLC | 7,044 | $1.37M | 0.80% | +186+2.7% | Added |
| Abbrea Capital, LLC | 7,068 | $1.37M | 0.23% | +190+2.8% | Added |
| Hancock Whitney Corp | 7,077 | $1.37M | 0.06% | −369−5.0% | Reduced |
| Northwest & Ethical Investments L.P. | 7,088 | $1.38M | 0.05% | 00.0% | Unchanged |
| Bank of Hawaii | 7,115 | $1.38M | 0.08% | +36+0.5% | Added |
| First Financial Bank - Trust Division | 7,115 | $1.38M | 0.15% | −33−0.5% | Reduced |
| Fortem Financial Group, LLC | 7,134 | $1.38M | 0.90% | +1,395+24.3% | Added |
| Erste Asset Management GmbH | 7,246 | $1.38M | 0.03% | +289+4.2% | Added |
| Confluence Wealth Services, Inc. | 7,153 | $1.39M | 0.32% | +1,606+29.0% | Added |
| Paragon Private Wealth Management, LLC | 7,157 | $1.39M | 1.17% | −77−1.1% | Reduced |
| Constitution Capital LLC | 7,163 | $1.39M | 0.84% | −321−4.3% | Reduced |
| Mission Wealth Management, LP | 7,173 | $1.39M | 0.06% | −726−9.2% | Reduced |
| D.B. Root & Company, LLC | 7,193 | $1.40M | 0.55% | +413+6.1% | Added |
| Argent Advisors, Inc. | 7,195 | $1.40M | 0.67% | +424+6.3% | Added |
| Waldron Private Wealth LLC | 7,223 | $1.40M | 0.07% | +182+2.6% | Added |
| PFG Investments, LLC | 7,271 | $1.41M | 0.29% | +7,271 | New |
| V Wealth Advisors LLC | 7,282 | $1.41M | 0.26% | −98−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 7,284 | $1.41M | 0.14% | +220+3.1% | Added |
| Monetary Management Group Inc | 7,316 | $1.42M | 0.42% | −200−2.7% | Reduced |
| AIMZ Investment Advisors, LLC | 7,325 | $1.42M | 0.64% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,340 | $1.42M | 0.39% | −4−0.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,365 | $1.43M | 0.39% | +7,365 | New |
| Centaurus Financial, Inc. | 7,367 | $1.43M | 0.11% | +583+8.6% | Added |
| Arnhold LLC | 7,370 | $1.43M | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,370 | $1.43M | 0.12% | +364+5.2% | Added |
| Taylor Hoffman Wealth Management | 7,384 | $1.43M | 0.78% | −724−8.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,406 | $1.44M | 0.50% | +4+0.1% | Added |
| AIA Group Ltd | 7,414 | $1.44M | 0.08% | −1,112−13.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.44M | 1.49% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 7,431 | $1.44M | 0.39% | −208−2.7% | Reduced |
| MSH Capital Advisors LLC | 7,448 | $1.44M | 0.62% | −64−0.9% | Reduced |
| Lakewood Asset Management LLC | 7,466 | $1.45M | 1.20% | +26+0.3% | Added |
| Boston Family Office LLC | 7,496 | $1.45M | 0.12% | −180−2.3% | Reduced |
| Highland Capital Management, LLC | 7,533 | $1.46M | 0.11% | +447+6.3% | Added |
| Harrington Investments, INC | 7,563 | $1.47M | 1.01% | −16−0.2% | Reduced |
| Alpha Omega Wealth Management LLC | 7,583 | $1.47M | 0.25% | −380−4.8% | Reduced |
| SevenBridge Financial Group, LLC | 7,585 | $1.47M | 0.41% | −30−0.4% | Reduced |
| Financial Advisory Service, Inc. | 7,660 | $1.49M | 0.16% | +237+3.2% | Added |
| TFG Advisers LLC | 7,666 | $1.49M | 0.72% | +329+4.5% | Added |
| Hexagon Capital Partners LLC | 7,678 | $1.49M | 0.42% | +110+1.5% | Added |
| Coastal Investment Advisors, Inc. | 7,682 | $1.49M | 0.36% | −41−0.5% | Reduced |
| Old Port Advisors | 7,758 | $1.49M | 0.54% | +583+8.1% | Added |
| Symmetry Partners, LLC | 7,703 | $1.49M | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,731 | $1.50M | 0.10% | −1,295−14.3% | Reduced |
| Brown Miller Wealth Management, LLC | 7,733 | $1.50M | 0.89% | +254+3.4% | Added |
| Ocean Capital Management, LLC | 7,742 | $1.50M | 0.76% | +1,018+15.1% | Added |
| Nations Financial Group Inc, | 7,773 | $1.51M | 0.16% | +1,321+20.5% | Added |
| Profund Advisors LLC | 7,795 | $1.51M | 0.09% | −320−3.9% | Reduced |
| Duff & Phelps Investment Management Co | 7,803 | $1.51M | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,813 | $1.52M | 0.21% | −256−3.2% | Reduced |
| Coppell Advisory Solutions LLC | 7,977 | $1.52M | 0.52% | +1,366+20.7% | Added |
| Coppell Advisory Solutions Corp. | 7,977 | $1.52M | 0.52% | +1,366+20.7% | Added |
| Benjamin Edwards Inc | 7,866 | $1.53M | 0.37% | −389−4.7% | Reduced |
| Desjardins Global Asset Management Inc. | 7,903 | $1.53M | 0.19% | +2,683+51.4% | Added |
| Silvant Capital Management LLC | 7,923 | $1.54M | 0.10% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 8,488 | $1.54M | 0.15% | +200+2.4% | Added |
| Patriot Investment Management Inc. | 7,991 | $1.55M | 0.14% | −762−8.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.55M | 0.61% | 00.0% | Unchanged |
| Financial Architects, Inc | 8,013 | $1.55M | 0.25% | −7−0.1% | Reduced |
| RFG Advisory, LLC | 8,026 | $1.56M | 0.08% | −438−5.2% | Reduced |
| Amplius Wealth Advisors, LLC | 8,027 | $1.56M | 0.22% | +138+1.7% | Added |
| Bigelow Investment Advisors, LLC | 8,032 | $1.56M | 0.90% | −231−2.8% | Reduced |
| Voya Financial Advisors, Inc. | 8,154 | $1.56M | 0.19% | −521−6.0% | Reduced |
| Parsons Capital Management Inc | 8,060 | $1.56M | 0.13% | +685+9.3% | Added |
| Pearl River Capital, LLC | 8,061 | $1.56M | 0.25% | +8,061 | New |
| Davidson Capital Management Inc. | 8,065 | $1.56M | 0.95% | +1,014+14.4% | Added |
| Fiduciary Trust Co | 8,071 | $1.57M | 0.03% | −501−5.8% | Reduced |
| Spears Abacus Advisors LLC | 8,076 | $1.57M | 0.14% | −71−0.9% | Reduced |
| Connectus Wealth, LLC | 8,081 | $1.57M | 0.04% | +1,198+17.4% | Added |
| Raleigh Capital Management Inc. | 8,167 | $1.58M | 0.78% | +4,180+104.8% | Added |
| Transamerica Financial Advisors, Inc. | 8,178 | $1.59M | 0.21% | +252+3.2% | Added |
| ICA Group Wealth Management, LLC | 8,182 | $1.59M | 0.38% | +353+4.5% | Added |
| Carson Advisory Inc. | 8,183 | $1.59M | 1.41% | −512−5.9% | Reduced |
| Group One Trading, L.P. | 8,286 | $1.61M | 0.08% | +8,286 | New |
| DF Dent & Co Inc | 8,311 | $1.61M | 0.02% | +882+11.9% | Added |
| Belpointe Asset Management LLC | 8,312 | $1.61M | 0.09% | −1,272−13.3% | Reduced |
| Gries Financial LLC | 8,329 | $1.62M | 0.48% | −859−9.3% | Reduced |
| AFS Financial Group, LLC | 8,386 | $1.63M | 1.09% | +40.0% | Added |
| Pine Valley Investments Ltd Liability Co | 9,493 | $1.63M | 0.25% | +9,493 | New |
| Gratus Capital LLC | 8,398 | $1.63M | 0.13% | −684−7.5% | Reduced |
| Banco Santander, S.A. | 8,421 | $1.63M | 0.02% | +8,421 | New |
| First Bank & Trust | 8,425 | $1.63M | 0.43% | +3,710+78.7% | Added |
| Paralel Advisors LLC | 8,445 | $1.64M | 0.09% | +222+2.7% | Added |
| Wolff Wiese Magana LLC | 8,451 | $1.64M | 1.33% | +119+1.4% | Added |
| Schechter Investment Advisors, LLC | 8,472 | $1.64M | 0.15% | −853−9.1% | Reduced |
| Trust Co of Virginia | 8,493 | $1.65M | 0.18% | +618+7.8% | Added |