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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 19,164 | $3.72M | 0.50% | +102+0.5% | Added |
| Anderson Hoagland & Co | 19,170 | $3.72M | 0.53% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 19,196 | $3.72M | 3.06% | −1,464−7.1% | Reduced |
| Signature Wealth Management Group | 19,271 | $3.74M | 1.77% | +938+5.1% | Added |
| Atalanta Sosnoff Capital, LLC | 19,384 | $3.76M | 0.11% | −11,395−37.0% | Reduced |
| Investment Management of Virginia LLC | 19,384 | $3.76M | 0.71% | −260−1.3% | Reduced |
| Marietta Wealth Management, LLC | 19,452 | $3.77M | 0.80% | −39−0.2% | Reduced |
| Girard Partners Ltd. | 19,505 | $3.78M | 0.42% | −2,914−13.0% | Reduced |
| Ossiam | 19,522 | $3.79M | 0.08% | −3,357−14.7% | Reduced |
| New England Research & Management, Inc. | 19,587 | $3.80M | 2.23% | −125−0.6% | Reduced |
| Consolidated Planning Corp | 19,621 | $3.81M | 0.99% | +1,051+5.7% | Added |
| Courier Capital LLC | 19,840 | $3.85M | 0.43% | −241−1.2% | Reduced |
| Hudson Capital Management LLC | 19,900 | $3.86M | 1.53% | +925+4.9% | Added |
| Palisade Asset Management, LLC | 19,922 | $3.86M | 0.47% | −101−0.5% | Reduced |
| Bessemer Group Inc | 19,929 | $3.87M | 0.01% | +429+2.2% | Added |
| Fulton Bank, N.A. | 19,959 | $3.87M | 0.20% | +4,276+27.3% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.88M | 0.95% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 20,000 | $3.88M | 3.17% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20,019 | $3.88M | 1.70% | +795+4.1% | Added |
| Cox Capital Mgt LLC | 20,054 | $3.89M | 2.81% | +50.0% | Added |
| Fort Washington Investment Advisors Inc | 20,058 | $3.89M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,168 | $3.91M | 0.37% | +997+5.2% | Added |
| Beacon Investment Advisory Services, Inc. | 20,355 | $3.95M | 0.19% | −398−1.9% | Reduced |
| Adams Asset Advisors, LLC | 20,422 | $3.96M | 0.53% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 20,550 | $3.99M | 0.78% | +818+4.1% | Added |
| Virginia Wealth Management Group, Inc. | 20,558 | $3.99M | 2.74% | +621+3.1% | Added |
| Perkins Coie Trust Co | 20,625 | $4.00M | 1.20% | −22−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 20,633 | $4.00M | 0.18% | −262−1.3% | Reduced |
| Jefferies Financial Group Inc. | 20,786 | $4.03M | 0.09% | +15,826+319.1% | Added |
| Putnam Investments LLC | 20,819 | $4.04M | 0.01% | +84+0.4% | Added |
| Farmers Trust Co | 21,013 | $4.08M | 0.90% | −6,229−22.9% | Reduced |
| Monument Capital Management | 21,343 | $4.14M | 1.39% | +1,444+7.3% | Added |
| Princeton Global Asset Management LLC | 21,348 | $4.14M | 1.19% | +2,202+11.5% | Added |
| Vinva Investment Management Ltd | 21,736 | $4.15M | 0.35% | +21,736 | New |
| Physicians Financial Services, Inc. | 21,419 | $4.16M | 1.76% | +115+0.5% | Added |
| Roundview Capital LLC | 21,499 | $4.17M | 0.44% | +226+1.1% | Added |
| Commonwealth Retirement Investments LLC | 21,518 | $4.17M | 2.48% | +299+1.4% | Added |
| Parallel Advisors, LLC | 21,563 | $4.18M | 0.14% | +1,966+10.0% | Added |
| Industrial Alliance Investment Management Inc. | 21,875 | $4.24M | 0.12% | +19,908+1,012.1% | Added |
| Eisler Capital (UK) Ltd. | 21,923 | $4.25M | 0.37% | +21,923 | New |
| Buckingham Strategic Wealth, LLC | 24,539 | $4.27M | 0.08% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 22,006 | $4.27M | 0.51% | +192+0.9% | Added |
| Laffer Tengler Investments | 22,009 | $4.27M | 1.16% | +943+4.5% | Added |
| Ellsworth Advisors, LLC | 22,027 | $4.27M | 1.51% | +1,448+7.0% | Added |
| Brookmont Capital Management | 22,235 | $4.31M | 2.71% | +61+0.3% | Added |
| Sheets Smith Wealth Management | 22,241 | $4.31M | 0.66% | +30.0% | Added |
| Sterling Investment Advisors, Ltd. | 22,356 | $4.34M | 1.46% | +351+1.6% | Added |
| Veritable, L.P. | 22,379 | $4.34M | 0.07% | +509+2.3% | Added |
| Antonetti Capital Management LLC | 22,414 | $4.35M | 6.31% | −150−0.7% | Reduced |
| Hoylecohen, LLC | 22,427 | $4.35M | 0.41% | +90+0.4% | Added |
| Madison Wealth Management | 22,493 | $4.36M | 0.94% | −419−1.8% | Reduced |
| GSB Wealth Management, LLC | 22,519 | $4.37M | 1.43% | −96−0.4% | Reduced |
| Bridgeworth, LLC | 22,583 | $4.38M | 0.55% | −30.0% | Reduced |
| Heritage Trust Co | 22,641 | $4.39M | 0.69% | +2,285+11.2% | Added |
| North Star Asset Management Inc | 22,703 | $4.40M | 0.26% | −729−3.1% | Reduced |
| Park National Corp | 22,753 | $4.41M | 0.20% | +363+1.6% | Added |
| KMG Fiduciary Partners, LLC | 22,779 | $4.42M | 0.63% | +5,714+33.5% | Added |
| Summitry LLC | 22,781 | $4.42M | 0.30% | +1,046+4.8% | Added |
| Alberta Investment Management Corp | 22,800 | $4.42M | 0.04% | −44,196−66.0% | Reduced |
| Hodges Capital Management Inc. | 22,194 | $4.43M | 0.36% | +949+4.5% | Added |
| Tilson Financial Group, Inc. | 22,894 | $4.44M | 3.63% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 22,941 | $4.45M | 0.11% | +66+0.3% | Added |
| Azimuth Capital Investment Management LLC | 23,023 | $4.47M | 0.22% | −135−0.6% | Reduced |
| Citadel Advisors LLC | 23,025 | $4.47M | 0.00% | −1,438−5.9% | Reduced |
| Sawyer & Company, Inc | 23,580 | $4.49M | 2.42% | −228−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,158 | $4.49M | 0.08% | −482−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 23,152 | $4.49M | 0.14% | +8,888+62.3% | Added |
| Verdence Capital Advisors LLC | 23,391 | $4.54M | 0.55% | +3,056+15.0% | Added |
| Papp L Roy & Associates | 23,545 | $4.57M | 0.62% | +152+0.6% | Added |
| Graham Capital Management, L.P. | 23,547 | $4.57M | 0.16% | +23,547 | New |
| Horan Capital Advisors, LLC. | 23,582 | $4.57M | 1.89% | +135+0.6% | Added |
| Corbyn Investment Management Inc | 23,668 | $4.59M | 1.84% | −6,449−21.4% | Reduced |
| Jane Street Group, LLC | 23,779 | $4.61M | 0.01% | +2,816+13.4% | Added |
| Brady Family Wealth, LLC | 23,806 | $4.62M | 1.82% | −70−0.3% | Reduced |
| Princeton Capital Management LLC | 23,848 | $4.63M | 1.98% | −2,080−8.0% | Reduced |
| King Luther Capital Management Corp | 23,880 | $4.63M | 0.02% | −1,392−5.5% | Reduced |
| City Holding Co | 24,196 | $4.69M | 0.84% | +605+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,336 | $4.72M | 0.24% | −3,320−12.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 24,852 | $4.74M | 0.57% | +1,266+5.4% | Added |
| Bowen Hanes & Co Inc | 24,494 | $4.75M | 0.16% | +900+3.8% | Added |
| Pitcairn Co | 24,509 | $4.75M | 0.44% | +12,990+112.8% | Added |
| Cypress Wealth Services, LLC | 24,596 | $4.77M | 1.40% | −2,695−9.9% | Reduced |
| Laurel Wealth Advisors LLC | 24,678 | $4.79M | 1.02% | +1,617+7.0% | Added |
| Bridgeway Capital Management, LLC | 24,770 | $4.81M | 0.13% | −4,633−15.8% | Reduced |
| Illinois Municipal Retirement Fund | 24,778 | $4.81M | 0.10% | 00.0% | Unchanged |
| Fosun International Ltd | 24,804 | $4.81M | 0.45% | +463+1.9% | Added |
| Butensky & Cohen Financial Security, Inc | 24,808 | $4.81M | 1.73% | +84+0.3% | Added |
| Independent Investors Inc | 24,811 | $4.81M | 1.19% | 00.0% | Unchanged |
| Ieq Capital, LLC | 24,836 | $4.82M | 0.11% | +3,961+19.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,866 | $4.82M | 0.56% | +15,833+175.3% | Added |
| Vestcor Inc | 24,948 | $4.84M | 0.18% | −65−0.3% | Reduced |
| Hallmark Capital Management Inc | 24,998 | $4.85M | 0.44% | +15+0.1% | Added |
| Gladstone Institutional Advisory LLC | 25,101 | $4.87M | 0.32% | −2,042−7.5% | Reduced |
| Leuthold Group, LLC | 25,115 | $4.87M | 0.64% | −513−2.0% | Reduced |
| Westover Capital Advisors, LLC | 25,304 | $4.91M | 1.82% | −109−0.4% | Reduced |
| Vaughan David Investments LLC | 25,321 | $4.91M | 0.15% | −252−1.0% | Reduced |
| Northwest Investment Counselors, LLC | 25,416 | $4.93M | 1.37% | −10.0% | Reduced |
| Vise Technologies, Inc. | 25,535 | $4.95M | 1.31% | +5,027+24.5% | Added |
| Bleakley Financial Group, LLC | 25,708 | $4.99M | 0.17% | +2,520+10.9% | Added |
| National Asset Management, Inc. | 25,714 | $4.99M | 0.13% | −7,312−22.1% | Reduced |