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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 11,367 | $2.21M | 1.14% | −113−1.0% | Reduced |
| Slow Capital, Inc. | 11,396 | $2.21M | 0.41% | +1,910+20.1% | Added |
| Pensionfund Sabic | 11,400 | $2.21M | 0.77% | −600−5.0% | Reduced |
| CAPROCK Group, Inc. | 11,425 | $2.22M | 0.17% | +2,048+21.8% | Added |
| Mutual Advisors, LLC | 11,489 | $2.23M | 0.09% | +226+2.0% | Added |
| Central Trust Co | 11,588 | $2.25M | 0.07% | −58−0.5% | Reduced |
| Financial Partners Group, LLC | 11,638 | $2.26M | 1.18% | +107+0.9% | Added |
| BerganKDV Wealth Management, LLC | 11,641 | $2.26M | 0.23% | +97+0.8% | Added |
| Transcend Wealth Collective, LLC | 11,667 | $2.26M | 0.24% | −1,417−10.8% | Reduced |
| Gifford Fong Associates | 11,800 | $2.29M | 0.60% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 11,840 | $2.30M | 0.83% | −245−2.0% | Reduced |
| Cooke & Bieler LP | 11,856 | $2.30M | 0.02% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 11,863 | $2.30M | 0.79% | +22+0.2% | Added |
| L.M. Kohn & Company | 11,880 | $2.30M | 0.96% | −348−2.8% | Reduced |
| Mengis Capital Management, Inc. | 11,903 | $2.31M | 0.49% | −1,028−7.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,932 | $2.31M | 0.87% | −13−0.1% | Reduced |
| Investment Management Corp of Ontario | 11,945 | $2.32M | 0.10% | −3,930−24.8% | Reduced |
| GYL Financial Synergies, LLC | 11,986 | $2.33M | 0.28% | +6,033+101.3% | Added |
| Granite Investment Partners, LLC | 12,043 | $2.34M | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 12,044 | $2.34M | 0.15% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 12,278 | $2.35M | 1.03% | +654+5.6% | Added |
| Perigon Wealth Management, LLC | 12,152 | $2.36M | 0.13% | +288+2.4% | Added |
| Clearstead Advisors, LLC | 12,188 | $2.36M | 0.17% | +3,492+40.2% | Added |
| Wealth Alliance | 12,222 | $2.37M | 0.38% | +1,214+11.0% | Added |
| Old National Bancorp | 12,232 | $2.37M | 0.07% | −17−0.1% | Reduced |
| Banque Pictet & Cie SA | 12,268 | $2.38M | 0.02% | −650−5.0% | Reduced |
| Sterneck Capital Management, LLC | 12,276 | $2.38M | 1.50% | −58−0.5% | Reduced |
| Auto-Owners Insurance Co | 12,300 | $2.39M | 0.08% | 00.0% | Unchanged |
| Terry L. Blaker | 12,317 | $2.39M | 0.21% | +728+6.3% | Added |
| Optimum Investment Advisors | 12,318 | $2.39M | 1.25% | +581+5.0% | Added |
| Richard Bernstein Advisors LLC | 12,349 | $2.40M | 0.05% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 12,371 | $2.40M | 0.34% | +227+1.9% | Added |
| Park Avenue Securities LLC | 12,385 | $2.40M | 0.04% | +1,647+15.3% | Added |
| Howland Capital Management LLC | 12,432 | $2.41M | 0.15% | −35−0.3% | Reduced |
| Cypress Capital, LLC | 12,447 | $2.41M | 0.76% | +518+4.3% | Added |
| Rossmore Private Capital | 12,503 | $2.43M | 0.38% | −250−2.0% | Reduced |
| Benedetti & Gucer, Inc. | 12,515 | $2.43M | 1.39% | −16−0.1% | Reduced |
| First Dallas Securities Inc. | 12,566 | $2.44M | 1.44% | −1,625−11.5% | Reduced |
| ProVise Management Group, LLC | 12,567 | $2.44M | 0.23% | −341−2.6% | Reduced |
| Tealwood Asset Management Inc | 12,632 | $2.45M | 1.25% | −222−1.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,634 | $2.45M | 0.02% | +289+2.3% | Added |
| Nomura Holdings Inc | 12,642 | $2.45M | 0.02% | −4,987−28.3% | Reduced |
| Rockland Trust Co | 12,651 | $2.45M | 0.15% | −1,205−8.7% | Reduced |
| Avidian Wealth Solutions, LLC | 12,787 | $2.48M | 0.14% | +51+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 12,850 | $2.49M | 0.28% | −161−1.2% | Reduced |
| SkyOak Wealth, LLC | 12,866 | $2.50M | 0.76% | −572−4.3% | Reduced |
| Bailard, Inc. | 12,866 | $2.50M | 0.09% | −221−1.7% | Reduced |
| Eqis Capital Management, Inc. | 12,935 | $2.51M | 0.28% | +8,403+185.4% | Added |
| Investment Research & Advisory Group, Inc. | 12,948 | $2.51M | 1.63% | +12,848+12,848.0% | Added |
| Arrow Financial Corp | 12,993 | $2.52M | 0.33% | −93−0.7% | Reduced |
| Institute for Wealth Management, LLC. | 13,010 | $2.52M | 0.49% | −206−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 13,101 | $2.54M | 0.30% | −2,432−15.7% | Reduced |
| AMG National Trust Bank | 13,102 | $2.54M | 0.09% | −18−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 13,154 | $2.55M | 0.43% | +13,154 | New |
| Knuff & Co LLC | 13,218 | $2.56M | 1.02% | +13,124+13,961.7% | Added |
| Forte Capital LLC | 13,299 | $2.58M | 0.39% | −35−0.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 13,348 | $2.59M | 2.24% | −100−0.7% | Reduced |
| Trust Co of Vermont | 13,358 | $2.59M | 0.18% | +336+2.6% | Added |
| Integrated Advisors Network LLC | 13,365 | $2.59M | 0.16% | +478+3.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,384 | $2.60M | 0.78% | +193+1.5% | Added |
| BTC Capital Management, Inc. | 13,401 | $2.60M | 0.30% | −135−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,432 | $2.61M | 0.18% | +1,823+15.7% | Added |
| Arden Trust Co | 13,436 | $2.61M | 0.47% | −2,844−17.5% | Reduced |
| SWS Partners | 13,444 | $2.61M | 0.97% | −944−6.6% | Reduced |
| JT Stratford LLC | 13,452 | $2.61M | 0.75% | +3,205+31.3% | Added |
| Bristlecone Advisors, LLC | 13,455 | $2.61M | 0.29% | −40.0% | Reduced |
| Van Eck Associates Corp | 13,458 | $2.61M | 0.01% | +2,254+20.1% | Added |
| Aull & Monroe Investment Management Corp | 13,511 | $2.62M | 1.33% | −250−1.8% | Reduced |
| Change Path, LLC | 13,515 | $2.62M | 0.13% | +2,788+26.0% | Added |
| Bradley Foster & Sargent Inc | 13,525 | $2.62M | 0.06% | +824+6.5% | Added |
| Stone Point Wealth LLC | 13,556 | $2.63M | 1.17% | −10−0.1% | Reduced |
| Waller Financial Planning Group, Inc | 13,594 | $2.64M | 0.75% | 00.0% | Unchanged |
| Camden Capital, LLC | 13,671 | $2.65M | 0.39% | +156+1.2% | Added |
| BFSG, LLC | 13,694 | $2.66M | 0.49% | −12−0.1% | Reduced |
| Horst & Graben Wealth Management LLC | 13,767 | $2.67M | 0.66% | +12+0.1% | Added |
| Moors & Cabot, Inc. | 13,812 | $2.68M | 0.18% | −2,177−13.6% | Reduced |
| Cresset Asset Management, LLC | 13,819 | $2.68M | 0.05% | +516+3.9% | Added |
| Douglass Winthrop Advisors, LLC | 13,835 | $2.68M | 0.07% | −128−0.9% | Reduced |
| Chatham Capital Group, Inc. | 13,849 | $2.69M | 0.60% | +35+0.3% | Added |
| Trust Co of Toledo NA | 13,852 | $2.69M | 0.48% | −562−3.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,890 | $2.69M | 0.10% | −1,286−8.5% | Reduced |
| Ontario Teachers Pension Plan Board | 13,892 | $2.69M | 0.03% | −2,063−12.9% | Reduced |
| Addison Capital Co | 13,924 | $2.70M | 2.04% | −85−0.6% | Reduced |
| Searle & Co. | 15,050 | $2.71M | 0.89% | −1,200−7.4% | Reduced |
| Ally Financial Inc. | 14,000 | $2.72M | 0.40% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,017 | $2.72M | 0.16% | +1,561+12.5% | Added |
| Skylands Capital, LLC | 14,030 | $2.72M | 0.40% | −50−0.4% | Reduced |
| Two Sigma Investments, LP | 14,120 | $2.74M | 0.01% | +14,120 | New |
| Mitchell & Pahl Private Wealth, LLC | 14,148 | $2.74M | 1.72% | +171+1.2% | Added |
| Investmark Advisory Group LLC | 14,164 | $2.75M | 2.02% | +1,485+11.7% | Added |
| Jackson Wealth Management, LLC | 14,196 | $2.75M | 2.07% | +14,196 | New |
| Garner Asset Management Corp | 14,203 | $2.75M | 1.31% | +143+1.0% | Added |
| Trustmark National Bank Trust Department | 14,244 | $2.76M | 0.25% | +2,749+23.9% | Added |
| Veriti Management LLC | 14,369 | $2.79M | 0.33% | +511+3.7% | Added |
| Advisory Services & Investments, LLC | 14,406 | $2.79M | 2.54% | +67+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 14,412 | $2.80M | 0.46% | +2,290+18.9% | Added |
| Cohen Investment Advisors LLC | 14,423 | $2.80M | 2.21% | −274−1.9% | Reduced |
| Easterly Investment Partners LLC | 14,504 | $2.81M | 0.25% | +1,840+14.5% | Added |
| GHP Investment Advisors, Inc. | 14,629 | $2.84M | 0.18% | +441+3.1% | Added |
| Mechanics Bank Trust Department | 14,698 | $2.85M | 0.48% | −170−1.1% | Reduced |