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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 8,514 | $1.65M | 0.16% | +8,514 | New |
| Independent Financial Group, LLC | 8,515 | $1.65M | 0.13% | +334+4.1% | Added |
| Lineweaver Wealth Advisors, LLC | 8,577 | $1.66M | 0.51% | +596+7.5% | Added |
| Applied Capital LLC | 8,586 | $1.67M | 1.65% | −298−3.4% | Reduced |
| First Horizon Advisors, Inc. | 8,614 | $1.67M | 0.06% | −471−5.2% | Reduced |
| IMS Capital Management | 8,637 | $1.68M | 1.00% | +30.0% | Added |
| Royal Fund Management, LLC | 8,730 | $1.69M | 0.26% | +1,473+20.3% | Added |
| Red Cedar Investment Management, LLC | 8,755 | $1.70M | 0.26% | +6,067+225.7% | Added |
| Level Four Advisory Services, LLC | 8,791 | $1.71M | 0.11% | +3,385+62.6% | Added |
| Pacific Global Investment Management CO | 8,798 | $1.71M | 0.37% | −183−2.0% | Reduced |
| Petredis Investment Advisors LLC | 8,799 | $1.71M | 0.27% | −128−1.4% | Reduced |
| Corundum Group, Inc. | 8,819 | $1.71M | 0.81% | +2,331+35.9% | Added |
| Chicago Trust Co NA | 8,850 | $1.72M | 0.43% | −1,708−16.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 8,851 | $1.72M | 0.35% | +817+10.2% | Added |
| Csenge Advisory Group | 8,860 | $1.72M | 0.12% | +1,482+20.1% | Added |
| G&S Capital LLC | 8,874 | $1.72M | 0.76% | +8,874 | New |
| Equitable Holdings, Inc. | 8,877 | $1.72M | 0.03% | +1,908+27.4% | Added |
| Ingalls & Snyder LLC | 8,910 | $1.73M | 0.09% | +233+2.7% | Added |
| Summit Financial, LLC | 8,908 | $1.73M | 0.15% | −273−3.0% | Reduced |
| Cigna Investments Inc | 8,912 | $1.73M | 0.35% | −194−2.1% | Reduced |
| Savant Capital, LLC | 8,929 | $1.73M | 0.03% | +2,585+40.7% | Added |
| Moloney Securities Asset Management, LLC | 8,944 | $1.74M | 0.32% | −77−0.9% | Reduced |
| Financial Consulate, Inc | 8,946 | $1.74M | 0.61% | +57+0.6% | Added |
| Stoneridge Investment Partners LLC | 8,950 | $1.74M | 0.92% | −407−4.3% | Reduced |
| Nilsine Partners, LLC | 8,956 | $1.74M | 0.27% | +8,956 | New |
| SOA Wealth Advisors, LLC. | 8,968 | $1.74M | 0.43% | −100−1.1% | Reduced |
| Hutner Capital Management Inc | 8,985 | $1.74M | 1.06% | −13−0.1% | Reduced |
| LGT Fund Management Co Ltd. | 9,000 | $1.75M | 0.74% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,082 | $1.76M | 0.07% | +20.0% | Added |
| Compton Wealth Advisory Group, LLC | 9,161 | $1.78M | 0.61% | +3,833+71.9% | Added |
| SPC Financial, Inc. | 9,171 | $1.78M | 0.20% | +9,171 | New |
| Q Capital Solutions | 9,180 | $1.78M | 2.13% | +1,075+13.3% | Added |
| Shulman DeMeo Asset Management LLC | 9,184 | $1.78M | 0.56% | +32+0.3% | Added |
| Access Financial Services, Inc. | 9,190 | $1.78M | 1.08% | −689−7.0% | Reduced |
| Fayez Sarofim & Co | 9,306 | $1.81M | 0.01% | −546−5.5% | Reduced |
| Werlinich Asset Management, LLC | 9,405 | $1.82M | 1.60% | +45+0.5% | Added |
| Fundamentun, LLC | 9,455 | $1.83M | 0.31% | +343+3.8% | Added |
| Mitchell Sinkler & Starr | 9,465 | $1.84M | 0.54% | +2,091+28.4% | Added |
| Wahed Invest LLC | 9,478 | $1.84M | 0.79% | +14+0.1% | Added |
| High Net Worth Advisory Group LLC | 9,499 | $1.84M | 0.75% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,502 | $1.84M | 0.26% | −164−1.7% | Reduced |
| IHT Wealth Management, LLC | 9,534 | $1.85M | 0.11% | +155+1.7% | Added |
| TrimTabs Asset Management, LLC | 9,572 | $1.86M | 1.00% | +1,240+14.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 9,578 | $1.86M | 1.74% | −460−4.6% | Reduced |
| NorthRock Partners, LLC | 9,683 | $1.88M | 0.20% | −342−3.4% | Reduced |
| Moneywise, Inc. | 9,701 | $1.88M | 1.22% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 9,710 | $1.88M | 1.17% | −65−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,718 | $1.89M | 0.15% | +643+7.1% | Added |
| Matrix Trust Co | 9,724 | $1.89M | 0.51% | +9,724 | New |
| Proquility Private Wealth Partners, LLC | 9,776 | $1.90M | 0.75% | −1,150−10.5% | Reduced |
| Aberdeen Wealth Management LLC | 9,793 | $1.90M | 1.42% | +20.0% | Added |
| Providence Capital Advisors, LLC | 9,822 | $1.91M | 0.50% | +338+3.6% | Added |
| Advance Capital Management, Inc. | 9,871 | $1.91M | 0.34% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 9,917 | $1.92M | 0.88% | +104+1.1% | Added |
| Apollon Wealth Management, LLC | 9,918 | $1.92M | 0.12% | −842−7.8% | Reduced |
| Twin Capital Management Inc | 9,934 | $1.93M | 0.26% | −638−6.0% | Reduced |
| Balentine LLC | 9,977 | $1.94M | 0.07% | +369+3.8% | Added |
| Cora Capital Advisors LLC | 9,978 | $1.94M | 1.44% | −56−0.6% | Reduced |
| American Assets Investment Management, LLC | 10,000 | $1.94M | 0.22% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 9,999 | $1.94M | 0.21% | +321+3.3% | Added |
| Intrust Bank NA | 10,005 | $1.94M | 0.25% | +2,625+35.6% | Added |
| Hudson Canyon Capital Management | 10,043 | $1.95M | 1.63% | +93+0.9% | Added |
| Wrapmanager Inc | 10,093 | $1.96M | 0.60% | +1,383+15.9% | Added |
| Decatur Capital Management, Inc. | 10,124 | $1.96M | 1.48% | −1,909−15.9% | Reduced |
| United Community Bank | 10,141 | $1.97M | 1.86% | +145+1.5% | Added |
| Wimmer Associates 1, LLC | 11,665 | $1.97M | 1.26% | −616−5.0% | Reduced |
| Intrua Financial, LLC | 11,702 | $1.97M | 0.41% | +8,469+262.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,176 | $1.97M | 0.21% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 10,255 | $1.99M | 0.21% | +41+0.4% | Added |
| Convergence Investment Partners, LLC | 10,258 | $1.99M | 1.17% | +20.0% | Added |
| Norway Savings Bank | 10,282 | $1.99M | 1.01% | −40−0.4% | Reduced |
| Sandy Spring Bank | 10,287 | $2.00M | 0.11% | −83−0.8% | Reduced |
| Horan Securities, Inc. | 10,505 | $2.04M | 1.05% | +148+1.4% | Added |
| Cantor Fitzgerald, L. P. | 10,507 | $2.04M | 0.04% | −68,801−86.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,537 | $2.04M | 1.44% | −50−0.5% | Reduced |
| Modus Advisors, LLC | 10,538 | $2.04M | 0.94% | +60+0.6% | Added |
| Resources Investment Advisors, LLC. | 10,554 | $2.05M | 0.05% | +1,305+14.1% | Added |
| Neville Rodie & Shaw Inc | 10,560 | $2.05M | 0.19% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,675 | $2.07M | 0.02% | −550−4.9% | Reduced |
| Exos TFP Holdings LLC | 10,710 | $2.08M | 0.52% | +5,602+109.7% | Added |
| Deane Retirement Strategies, Inc. | 10,741 | $2.08M | 1.15% | +43+0.4% | Added |
| Cornerstone Investment Partners, LLC | 10,777 | $2.09M | 0.14% | −12−0.1% | Reduced |
| Hilltop Holdings Inc. | 10,872 | $2.11M | 0.29% | +1,353+14.2% | Added |
| Caliber Wealth Management, LLC | 10,889 | $2.11M | 1.58% | +658+6.4% | Added |
| Zurich Insurance Group Ltd | 10,900 | $2.11M | 0.03% | +10,900 | New |
| BKD Wealth Advisors, LLC | 10,934 | $2.12M | 0.07% | −44−0.4% | Reduced |
| Global Retirement Partners, LLC | 12,080 | $2.12M | 0.11% | +1,237+11.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 10,956 | $2.13M | 1.16% | −74−0.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,424 | $2.13M | 0.97% | +140+1.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.13M | 1.61% | 00.0% | Unchanged |
| Private Trust Co NA | 11,089 | $2.15M | 0.29% | +731+7.1% | Added |
| Brighton Jones LLC | 11,093 | $2.15M | 0.12% | +1,452+15.1% | Added |
| Commerzbank Aktiengesellschaft | 11,101 | $2.15M | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 11,112 | $2.16M | 1.57% | +203+1.9% | Added |
| Arjuna Capital | 11,119 | $2.16M | 0.85% | −10,179−47.8% | Reduced |
| Capstone Investment Advisors, LLC | 11,138 | $2.16M | 0.07% | −5,516−33.1% | Reduced |
| Hedges Asset Management LLC | 11,200 | $2.17M | 1.84% | −228−2.0% | Reduced |
| Loudon Investment Management, LLC | 11,207 | $2.17M | 1.51% | +56+0.5% | Added |
| Hunter Associates Investment Management LLC | 11,232 | $2.18M | 0.47% | −1,100−8.9% | Reduced |
| Meeder Advisory Services, Inc. | 11,359 | $2.20M | 0.25% | +1,630+16.8% | Added |