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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 35,306 | $6.85M | 0.94% | +1,070+3.1% | Added |
| Bard Financial Services, Inc. | 35,450 | $6.88M | 0.55% | 00.0% | Unchanged |
| Assetmark, Inc | 35,628 | $6.91M | 0.03% | +6,397+21.9% | Added |
| Rowland & Co Investment Counsel | 35,648 | $6.92M | 1.68% | +647+1.8% | Added |
| Kesler, Norman & Wride, LLC | 35,861 | $6.96M | 1.75% | +1,657+4.8% | Added |
| Davy Global Fund Management Ltd | 35,937 | $6.97M | 1.34% | −853−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 36,106 | $7.00M | 0.09% | +2,679+8.0% | Added |
| Atria Wealth Solutions, Inc. | 36,198 | $7.02M | 0.10% | +331+0.9% | Added |
| Ostrum Asset Management | 36,276 | $7.04M | 0.61% | +36,276 | New |
| Sequoia Financial Advisors, LLC | 36,373 | $7.06M | 0.16% | +965+2.7% | Added |
| Sowell Financial Services LLC | 36,560 | $7.09M | 0.55% | −32,837−47.3% | Reduced |
| EagleClaw Capital Managment, LLC | 36,640 | $7.11M | 1.68% | −300−0.8% | Reduced |
| Eastover Investment Advisors LLC | 36,711 | $7.12M | 3.98% | −362−1.0% | Reduced |
| CIBC World Markets Corp | 36,906 | $7.16M | 0.12% | −48,896−57.0% | Reduced |
| Pallas Capital Advisors LLC | 36,668 | $7.18M | 0.67% | +3,110+9.3% | Added |
| Naples Global Advisors, LLC | 37,179 | $7.21M | 0.90% | −93−0.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 37,294 | $7.23M | 1.33% | +12,484+50.3% | Added |
| Stratos Wealth Partners, LTD. | 37,760 | $7.33M | 0.20% | −4,939−11.6% | Reduced |
| TD Private Client Wealth LLC | 37,781 | $7.33M | 0.33% | +9,723+34.7% | Added |
| Bank of New Hampshire | 37,890 | $7.35M | 2.21% | 00.0% | Unchanged |
| Albion Financial Group | 37,903 | $7.35M | 0.67% | −28−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 38,132 | $7.40M | 0.13% | −6,577−14.7% | Reduced |
| Whittier Trust Co | 38,141 | $7.40M | 0.13% | −966−2.5% | Reduced |
| Bokf, NA | 38,165 | $7.40M | 0.15% | −22,006−36.6% | Reduced |
| Kingsview Wealth Management, LLC | 38,433 | $7.46M | 0.31% | −1,090−2.8% | Reduced |
| Red Door Wealth Management, LLC | 38,474 | $7.46M | 2.34% | +170.0% | Added |
| Greenwood Capital Associates LLC | 38,611 | $7.49M | 1.08% | −1,102−2.8% | Reduced |
| GQG Partners LLC | 38,933 | $7.55M | 0.02% | +2,321+6.3% | Added |
| Griffin Asset Management, Inc. | 38,988 | $7.56M | 1.06% | +4,911+14.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 39,055 | $7.58M | 0.04% | +39,055 | New |
| Eliot Finkel Investment Counsel, LLC | 39,080 | $7.58M | 4.83% | −170−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 39,145 | $7.59M | 0.32% | +12,551+47.2% | Added |
| Garland Capital Management Inc | 39,198 | $7.60M | 5.17% | −1,238−3.1% | Reduced |
| Lockheed Martin Investment Management Co | 39,296 | $7.62M | 0.43% | −26,450−40.2% | Reduced |
| CMG Global Holdings, LLC | 39,727 | $7.71M | 6.99% | −30.0% | Reduced |
| Sky Investment Group LLC | 39,742 | $7.71M | 1.76% | +335+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,064 | $7.74M | 0.10% | +16,703+71.5% | Added |
| CX Institutional | 40,055 | $7.76M | 0.41% | +36,557+1,045.1% | Added |
| Holocene Advisors, LP | 40,078 | $7.77M | 0.04% | +40,078 | New |
| Tompkins Financial Corp | 40,087 | $7.78M | 1.27% | +696+1.8% | Added |
| Riverview Capital Advisers, LLC | 40,100 | $7.78M | 3.35% | −135−0.3% | Reduced |
| Boston Common Asset Management, LLC | 40,135 | $7.79M | 0.16% | −3,077−7.1% | Reduced |
| Ironwood Investment Counsel, LLC | 40,299 | $7.82M | 1.86% | −185−0.5% | Reduced |
| Inlet Private Wealth, LLC | 40,553 | $7.87M | 2.05% | −200−0.5% | Reduced |
| Sand Hill Global Advisors, LLC | 41,311 | $8.01M | 0.43% | −159−0.4% | Reduced |
| Gotham Asset Management, LLC | 41,331 | $8.02M | 0.19% | −18,284−30.7% | Reduced |
| Soltis Investment Advisors LLC | 41,390 | $8.03M | 1.02% | +17,557+73.7% | Added |
| Mattern Capital Management, LLC | 41,420 | $8.04M | 1.42% | +1,647+4.1% | Added |
| Snowden Capital Advisors LLC | 41,477 | $8.05M | 0.31% | +23,076+125.4% | Added |
| Borer Denton & Associates, Inc. | 41,570 | $8.06M | 3.35% | +2,321+5.9% | Added |
| Haverford Financial Services, Inc. | 41,690 | $8.09M | 2.53% | +10,962+35.7% | Added |
| Zions Bancorporation, N.A. | 41,707 | $8.09M | 0.70% | +15,831+61.2% | Added |
| Waterfront Wealth Inc. | 41,757 | $8.10M | 2.65% | +40.0% | Added |
| Agf Management Ltd | 42,005 | $8.15M | 0.06% | +10,737+34.3% | Added |
| Massmutual Trust Co FSB | 42,125 | $8.17M | 0.31% | +90+0.2% | Added |
| Motley Fool Wealth Management, LLC | 42,179 | $8.18M | 0.51% | −778−1.8% | Reduced |
| Dean Investment Associates, LLC | 42,192 | $8.18M | 1.31% | +6,278+17.5% | Added |
| Keystone Financial Planning, Inc. | 42,499 | $8.24M | 2.80% | +978+2.4% | Added |
| Sigma Planning Corp | 42,567 | $8.26M | 0.27% | −480−1.1% | Reduced |
| Headinvest, LLC | 42,825 | $8.31M | 1.82% | −851−1.9% | Reduced |
| Wealthfront Advisers LLC | 42,924 | $8.33M | 0.04% | +5,217+13.8% | Added |
| Glenview Trust Co | 42,927 | $8.33M | 0.25% | −72−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42,971 | $8.34M | 0.36% | +4,003+10.3% | Added |
| Beacon Financial Group | 44,012 | $8.37M | 1.17% | −432−1.0% | Reduced |
| ClariVest Asset Management LLC | 43,287 | $8.40M | 0.38% | −1,400−3.1% | Reduced |
| Amica Mutual Insurance Co | 43,356 | $8.41M | 0.94% | +10,390+31.5% | Added |
| Mark Stevens | 43,411 | $8.42M | 1.08% | −2,378−5.2% | Reduced |
| Crossmark Global Holdings, Inc. | 43,534 | $8.45M | 0.20% | −13,697−23.9% | Reduced |
| Flputnam Investment Management Co | 43,606 | $8.46M | 0.28% | +5,744+15.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,618 | $8.46M | 0.19% | −5,000−10.3% | Reduced |
| Vident Investment Advisory, LLC | 43,632 | $8.46M | 0.27% | +3,319+8.2% | Added |
| HBK Sorce Advisory LLC | 43,852 | $8.51M | 0.39% | −40,118−47.8% | Reduced |
| Builder Investment Group Inc | 43,866 | $8.51M | 3.71% | +6,087+16.1% | Added |
| MainStreet Investment Advisors LLC | 43,882 | $8.51M | 0.94% | +361+0.8% | Added |
| Oppenheimer & Co Inc | 44,473 | $8.63M | 0.18% | −390−0.9% | Reduced |
| Hennessy Advisors Inc | 44,500 | $8.63M | 0.64% | +4,900+12.4% | Added |
| Live Oak Private Wealth LLC | 44,512 | $8.63M | 1.79% | +894+2.0% | Added |
| Advocate Group LLC | 44,516 | $8.64M | 1.89% | +4,449+11.1% | Added |
| Tower Bridge Advisors | 44,633 | $8.66M | 0.71% | −7,405−14.2% | Reduced |
| Johnson Investment Counsel Inc | 44,831 | $8.70M | 0.12% | +173+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 44,846 | $8.70M | 0.14% | −5,153−10.3% | Reduced |
| Tamar Securities, LLC | 45,287 | $8.79M | 2.53% | −1,358−2.9% | Reduced |
| Pathstone Family Office, LLC | 44,378 | $8.88M | 0.14% | −11,803−21.0% | Reduced |
| Spinnaker Trust | 45,837 | $8.89M | 0.67% | +1,317+3.0% | Added |
| La Banque Postale Asset Management SA | 45,976 | $8.92M | 0.23% | −2,372−4.9% | Reduced |
| Olstein Capital Management, L.P. | 46,000 | $8.92M | 1.40% | −4,000−8.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,845 | $9.09M | 0.09% | +13,537+40.6% | Added |
| XML Financial, LLC | 46,897 | $9.10M | 1.11% | +747+1.6% | Added |
| Wealthcare Advisory Partners LLC | 47,325 | $9.18M | 0.39% | +162+0.3% | Added |
| Louisiana State Employees Retirement System | 47,400 | $9.20M | 0.23% | +200+0.4% | Added |
| Tufton Capital Management | 47,491 | $9.21M | 1.99% | +321+0.7% | Added |
| JustInvest LLC | 47,579 | $9.23M | 0.32% | +13,705+40.5% | Added |
| Pacer Advisors, Inc. | 47,884 | $9.29M | 0.04% | +44,503+1,316.3% | Added |
| Visionary Wealth Advisors | 48,055 | $9.32M | 0.79% | +1,504+3.2% | Added |
| CSM Advisors, LLC | 48,120 | $9.34M | 0.81% | +48,120 | New |
| Hendley & Co Inc | 49,305 | $9.56M | 4.29% | −1,445−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 49,351 | $9.57M | 0.94% | +1,299+2.7% | Added |
| Norinchukin Bank, The | 49,414 | $9.59M | 0.19% | +1,410+2.9% | Added |
| Toroso Investments, LLC | 49,444 | $9.59M | 0.32% | +9,680+24.3% | Added |
| Prospera Financial Services Inc | 49,484 | $9.60M | 0.39% | +16,375+49.5% | Added |