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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 25,852 | $5.02M | 0.30% | +1,748+7.3% | Added |
| Shell Asset Management Co | 25,953 | $5.04M | 0.21% | +76+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,969 | $5.04M | 0.41% | −258−1.0% | Reduced |
| Prudential PLC | 25,972 | $5.04M | 0.06% | −46,047−63.9% | Reduced |
| Benin Management CORP | 26,005 | $5.04M | 1.91% | +90+0.3% | Added |
| Schulhoff & Co Inc | 26,065 | $5.06M | 2.35% | −75−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,086 | $5.06M | 0.20% | +500+2.0% | Added |
| Everence Capital Management Inc | 26,175 | $5.08M | 0.42% | −1,360−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,275 | $5.10M | 0.31% | −3,611−12.1% | Reduced |
| McDaniel Terry & Co | 26,419 | $5.13M | 0.56% | −118−0.4% | Reduced |
| Schwartz Investment Counsel Inc | 26,482 | $5.14M | 0.22% | −100,000−79.1% | Reduced |
| Stratos Wealth Advisors, LLC | 26,585 | $5.16M | 0.40% | −26−0.1% | Reduced |
| Opus Investment Management Inc | 26,600 | $5.16M | 1.86% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26,649 | $5.17M | 0.35% | +3,072+13.0% | Added |
| Farmers National Bank | 26,701 | $5.18M | 1.83% | +523+2.0% | Added |
| Clark Capital Management Group, Inc. | 26,769 | $5.19M | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 26,819 | $5.20M | 0.07% | −2,286−7.9% | Reduced |
| NewSquare Capital LLC | 26,903 | $5.22M | 0.62% | +2,104+8.5% | Added |
| Metis Global Partners, LLC | 26,903 | $5.22M | 0.33% | +7,266+37.0% | Added |
| Valeo Financial Advisors, LLC | 26,957 | $5.23M | 0.25% | +1,617+6.4% | Added |
| William Allan, LLC | 27,040 | $5.25M | 4.17% | −48−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 27,058 | $5.25M | 0.19% | +6,706+33.0% | Added |
| Eagle Rock Investment Company, LLC | 27,059 | $5.25M | 1.21% | 00.0% | Unchanged |
| Globeflex Capital L P | 27,228 | $5.28M | 0.64% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 27,384 | $5.31M | 1.97% | −996−3.5% | Reduced |
| Culbertson A N & Co Inc | 27,441 | $5.32M | 1.09% | +412+1.5% | Added |
| Atwater Malick LLC | 27,449 | $5.32M | 2.50% | +808+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 27,528 | $5.34M | 0.58% | −487−1.7% | Reduced |
| Ethic Inc. | 27,618 | $5.36M | 0.22% | +17,869+183.3% | Added |
| Keating Investment Counselors Inc | 27,625 | $5.36M | 2.03% | −165−0.6% | Reduced |
| Cornerstone Advisors, LLC | 28,000 | $5.43M | 0.25% | −60,000−68.2% | Reduced |
| Argyle Capital Management Inc. | 28,328 | $5.50M | 1.93% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 28,427 | $5.51M | 1.26% | −700−2.4% | Reduced |
| Stokes Capital Advisors, LLC | 28,518 | $5.53M | 1.88% | +226+0.8% | Added |
| Empowered Funds, LLC | 28,564 | $5.54M | 0.33% | −3,196−10.1% | Reduced |
| Bourne Lent Asset Management Inc | 28,748 | $5.58M | 2.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 28,857 | $5.60M | 0.19% | +611+2.2% | Added |
| Westfield Capital Management Co LP | 28,887 | $5.60M | 0.04% | +28,887 | New |
| Vision Capital Management, Inc. | 28,988 | $5.62M | 1.02% | −1,439−4.7% | Reduced |
| Icon Wealth Partners, LLC | 29,061 | $5.64M | 0.61% | +29,061 | New |
| Community Bank, N.A. | 29,133 | $5.65M | 0.76% | +745+2.6% | Added |
| Stolper Co | 29,150 | $5.66M | 2.42% | +41+0.1% | Added |
| Canal Capital Management, LLC | 29,242 | $5.67M | 1.25% | +1,526+5.5% | Added |
| Ashton Thomas Private Wealth, LLC | 29,284 | $5.68M | 0.50% | +4,030+16.0% | Added |
| Venture Visionary Partners LLC | 29,461 | $5.72M | 0.36% | +5,662+23.8% | Added |
| Peloton Wealth Strategists | 29,500 | $5.72M | 2.61% | −80−0.3% | Reduced |
| Horrell Capital Management, Inc. | 29,514 | $5.72M | 1.79% | +184+0.6% | Added |
| Associated Banc-Corp | 29,516 | $5.73M | 0.23% | +3,233+12.3% | Added |
| Federation des caisses Desjardins du Quebec | 29,571 | $5.74M | 0.06% | −4,736−13.8% | Reduced |
| Sepio Capital, LP | 29,751 | $5.77M | 0.53% | −1,224−4.0% | Reduced |
| Lido Advisors, LLC | 29,850 | $5.79M | 0.08% | +7,897+36.0% | Added |
| Assenagon Asset Management S.A. | 29,885 | $5.80M | 0.02% | −36,296−54.8% | Reduced |
| Cohen Klingenstein LLC | 30,060 | $5.83M | 0.27% | 00.0% | Unchanged |
| Mather Group, LLC. | 30,154 | $5.85M | 0.10% | +1,264+4.4% | Added |
| Rench Wealth Management, Inc. | 30,208 | $5.86M | 2.81% | +619+2.1% | Added |
| Wright Investors Service Inc | 30,372 | $5.89M | 1.67% | −725−2.3% | Reduced |
| Fusion Capital, LLC | 30,389 | $5.89M | 3.37% | −140.0% | Reduced |
| Ascent Wealth Partners, LLC | 30,775 | $5.91M | 1.19% | +510+1.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 30,487 | $5.91M | 2.06% | +30,487 | New |
| Great Valley Advisor Group, Inc. | 30,681 | $5.95M | 0.28% | +15,535+102.6% | Added |
| Bridge Creek Capital Management LLC | 30,787 | $5.97M | 2.24% | −265−0.9% | Reduced |
| CWA Asset Management Group, LLC | 30,795 | $5.97M | 0.44% | +1,117+3.8% | Added |
| Atlantic Union Bankshares Corp | 31,126 | $6.04M | 0.63% | −2,278−6.8% | Reduced |
| Siemens Fonds Invest GmbH | 31,154 | $6.04M | 0.63% | −80−0.3% | Reduced |
| Loomis Sayles & Co L P | 31,304 | $6.07M | 0.01% | +429+1.4% | Added |
| Northwest Bancshares, Inc. | 31,344 | $6.08M | 1.17% | +947+3.1% | Added |
| Principal Street Partners, LLC | 31,440 | $6.10M | 1.54% | +4,791+18.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,717 | $6.15M | 3.09% | +680+2.2% | Added |
| D L Carlson Investment Group Inc | 31,773 | $6.16M | 1.40% | +31,773 | New |
| Legacy Advisors, LLC | 31,815 | $6.17M | 1.14% | +1,919+6.4% | Added |
| Woodstock Corp | 31,931 | $6.19M | 0.79% | +340+1.1% | Added |
| TrinityPoint Wealth, LLC | 31,997 | $6.21M | 1.33% | −126−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 32,179 | $6.24M | 2.59% | +430+1.4% | Added |
| Zacks Investment Management | 32,229 | $6.25M | 0.08% | +3,378+11.7% | Added |
| Banque Cantonale Vaudoise | 32,445 | $6.29M | 0.31% | −3,045−8.6% | Reduced |
| Motco | 32,454 | $6.30M | 0.43% | +584+1.8% | Added |
| Quintet Private Bank (Europe) S.A. | 32,551 | $6.31M | 0.38% | +32,551 | New |
| Metropolitan Life Insurance Co | 32,644 | $6.33M | 0.33% | −9,568−22.7% | Reduced |
| Advisor Partners II, LLC | 32,885 | $6.38M | 0.35% | +4,809+17.1% | Added |
| Galvin, Gaustad & Stein, LLC | 32,935 | $6.39M | 0.63% | −27,367−45.4% | Reduced |
| Boston Research & Management Inc | 32,966 | $6.39M | 1.91% | +288+0.9% | Added |
| Advisory Services Network, LLC | 32,990 | $6.40M | 0.18% | +176+0.5% | Added |
| Martin Capital Partners, LLC | 33,096 | $6.42M | 2.67% | +820+2.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 33,184 | $6.44M | 1.95% | +2,246+7.3% | Added |
| E. Ohman J:or Asset Management AB | 33,211 | $6.44M | 0.25% | +1,800+5.7% | Added |
| Baxter Bros Inc | 33,235 | $6.45M | 1.01% | −357−1.1% | Reduced |
| Columbia Asset Management | 33,537 | $6.51M | 1.48% | +2,139+6.8% | Added |
| Birch Capital Management, LLC | 33,714 | $6.54M | 4.21% | −93−0.3% | Reduced |
| New Mexico Educational Retirement Board | 33,762 | $6.55M | 0.33% | −1,100−3.2% | Reduced |
| Sawtooth Solutions, LLC | 33,842 | $6.57M | 0.17% | +25,323+297.3% | Added |
| O'Shaughnessy Asset Management, LLC | 33,993 | $6.59M | 0.10% | −2,367−6.5% | Reduced |
| HB Wealth Management, LLC | 34,229 | $6.64M | 0.12% | −4,297−11.2% | Reduced |
| tru Independence LLC | 34,242 | $6.64M | 2.14% | −1,349−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,403 | $6.67M | 0.61% | +300+0.9% | Added |
| Good Life Advisors, LLC | 34,418 | $6.68M | 0.85% | +755+2.2% | Added |
| Cetera Advisors LLC | 34,649 | $6.72M | 0.11% | −647−1.8% | Reduced |
| Iams Wealth Management, LLC | 35,546 | $6.79M | 5.65% | +2,052+6.1% | Added |
| Farmers & Merchants Investments Inc | 35,055 | $6.80M | 0.27% | −274−0.8% | Reduced |
| Wambolt & Associates, LLC | 35,178 | $6.81M | 2.42% | −90.0% | Reduced |
| North Star Investment Management Corp. | 35,241 | $6.84M | 0.56% | +2,404+7.3% | Added |