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 |
|---|---|---|---|---|---|
| Country Club Bank | 50,488 | $9.65M | 0.79% | +493+1.0% | Added |
| Intact Investment Management Inc. | 49,900 | $9.68M | 0.40% | −600−1.2% | Reduced |
| FORA Capital, LLC | 49,960 | $9.69M | 0.97% | +31,831+175.6% | Added |
| Northeast Investment Management | 50,266 | $9.75M | 0.59% | −1,032−2.0% | Reduced |
| Tredje AP-fonden | 50,291 | $9.76M | 0.15% | +6,328+14.4% | Added |
| Lowe Brockenbrough & Co Inc | 50,315 | $9.76M | 0.79% | +123+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 50,485 | $9.79M | 1.02% | +287+0.6% | Added |
| Summit Financial Wealth Advisors, LLC | 50,657 | $9.83M | 2.33% | +806+1.6% | Added |
| CWM, LLC | 50,753 | $9.85M | 0.07% | +4,794+10.4% | Added |
| Edgar Lomax Co | 51,065 | $9.91M | 0.64% | +51,065 | New |
| Argent Trust Co | 51,264 | $9.94M | 0.63% | +4,479+9.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,341 | $9.96M | 0.13% | −39,900−43.7% | Reduced |
| Signaturefd, LLC | 51,605 | $10.0M | 0.27% | −1,647−3.1% | Reduced |
| Executive Wealth Management, LLC | 51,920 | $10.1M | 1.12% | +360+0.7% | Added |
| MAI Capital Management | 51,942 | $10.1M | 0.16% | −1,955−3.6% | Reduced |
| FIL Ltd | 52,296 | $10.1M | 0.01% | −18,901−26.5% | Reduced |
| Evergreen Capital Management LLC | 52,637 | $10.2M | 0.46% | +1,843+3.6% | Added |
| Venturi Wealth Management, LLC | 52,746 | $10.2M | 0.84% | +332+0.6% | Added |
| Stonegate Investment Group, LLC | 52,990 | $10.3M | 0.39% | −7,150−11.9% | Reduced |
| Lee Danner & Bass Inc | 53,039 | $10.3M | 0.95% | −1,475−2.7% | Reduced |
| Citizens Financial Group Inc | 53,046 | $10.3M | 0.38% | −146−0.3% | Reduced |
| Anchor Investment Management, LLC | 53,131 | $10.3M | 1.40% | −296−0.6% | Reduced |
| BancorpSouth Bank | 53,140 | $10.3M | 0.95% | +884+1.7% | Added |
| Capital Management Corp | 53,516 | $10.4M | 2.38% | −10,034−15.8% | Reduced |
| Bell Bank | 53,660 | $10.4M | 1.10% | +5,090+10.5% | Added |
| Grace & White Inc | 53,690 | $10.4M | 2.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 53,911 | $10.5M | 0.10% | −26,458−32.9% | Reduced |
| Ibex Wealth Advisors | 54,018 | $10.5M | 2.72% | +8,842+19.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 54,175 | $10.5M | 0.49% | +3,876+7.7% | Added |
| FDx Advisors, Inc. | 60,472 | $10.5M | 0.46% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54,614 | $10.6M | 0.29% | −230.0% | Reduced |
| PGGM Investments | 55,393 | $10.7M | 0.18% | −40,946−42.5% | Reduced |
| NFJ Investment Group, LLC | 55,497 | $10.8M | 0.29% | 00.0% | Unchanged |
| First National Trust Co | 55,657 | $10.8M | 0.57% | −1,007−1.8% | Reduced |
| Bank of Nova Scotia | 55,834 | $10.8M | 0.03% | −10,089−15.3% | Reduced |
| CapWealth Advisors, LLC | 55,843 | $10.8M | 1.35% | −8,484−13.2% | Reduced |
| Elo Mutual Pension Insurance Co | 56,235 | $10.9M | 0.35% | −420−0.7% | Reduced |
| Cullinan Associates Inc | 56,448 | $11.0M | 0.64% | +5,103+9.9% | Added |
| Eagle Ridge Investment Management | 56,831 | $11.0M | 1.24% | +1,555+2.8% | Added |
| Hamel Associates, Inc. | 57,201 | $11.1M | 3.84% | +272+0.5% | Added |
| Stonebridge Capital Advisors LLC | 57,488 | $11.2M | 1.27% | +42,526+284.2% | Added |
| Kentucky Retirement Systems | 57,705 | $11.2M | 0.41% | +166+0.3% | Added |
| Andra AP-fonden | 57,783 | $11.2M | 0.29% | +4,983+9.4% | Added |
| Mastrapasqua Asset Management Inc | 57,959 | $11.2M | 1.38% | +420+0.7% | Added |
| First National Bank of Omaha | 58,027 | $11.3M | 0.68% | −7,205−11.0% | Reduced |
| Maryland State Retirement & Pension System | 58,199 | $11.3M | 0.25% | +343+0.6% | Added |
| Vantage Investment Partners, LLC | 58,419 | $11.3M | 1.55% | +2,245+4.0% | Added |
| Morgan Dempsey Capital Management LLC | 58,730 | $11.4M | 3.08% | +2,267+4.0% | Added |
| Ameritas Advisory Services, LLC | 58,712 | $11.5M | 0.58% | −1,013−1.7% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $11.5M | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 59,711 | $11.5M | 1.78% | −844−1.4% | Reduced |
| Gilbert & Cook, Inc. | 59,526 | $11.5M | 1.99% | −81−0.1% | Reduced |
| SYSTM Wealth Solutions LLC | 60,068 | $11.7M | 1.79% | −4,202−6.5% | Reduced |
| Sigma Investment Counselors Inc | 60,320 | $11.7M | 0.91% | −149−0.2% | Reduced |
| Securian Asset Management, Inc | 60,436 | $11.7M | 0.31% | +410+0.7% | Added |
| Wilkins Investment Counsel Inc | 61,195 | $11.9M | 3.12% | −892−1.4% | Reduced |
| LVM Capital Management Ltd | 61,453 | $11.9M | 1.65% | +615+1.0% | Added |
| Woodmont Investment Counsel LLC | 61,618 | $12.0M | 1.29% | +2,021+3.4% | Added |
| Hartford Investment Management Co | 61,646 | $12.0M | 0.41% | +8,670+16.4% | Added |
| TownSquare Capital, LLC | 61,839 | $12.0M | 0.26% | +4,337+7.5% | Added |
| NewEdge Wealth, LLC | 62,073 | $12.0M | 0.46% | +3,043+5.2% | Added |
| Vestmark Advisory Solutions, Inc. | 62,163 | $12.1M | 0.52% | +656+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 62,282 | $12.1M | 0.19% | +425+0.7% | Added |
| Daiwa Securities Group Inc. | 60,432 | $12.1M | 0.08% | +4,826+8.7% | Added |
| Lynch & Associates | 62,544 | $12.1M | 3.18% | −224−0.4% | Reduced |
| Congress Wealth Management LLC | 62,666 | $12.2M | 0.29% | +3,446+5.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,812 | $12.2M | 0.14% | +12,988+26.1% | Added |
| Isthmus Partners, LLC | 63,056 | $12.2M | 1.72% | +2,276+3.7% | Added |
| Linscomb & Williams, Inc. | 63,068 | $12.2M | 0.64% | −2,028−3.1% | Reduced |
| Wesbanco Bank Inc | 63,096 | $12.2M | 0.53% | +1,590+2.6% | Added |
| Congress Asset Management Co | 64,133 | $12.4M | 0.12% | +2,642+4.3% | Added |
| Colony Group LLC | 64,433 | $12.5M | 0.19% | −2,138−3.2% | Reduced |
| Noesis Capital Mangement Corp | 64,977 | $12.6M | 3.19% | +2,605+4.2% | Added |
| Integrated Wealth Concepts LLC | 64,978 | $12.6M | 0.26% | +30,490+88.4% | Added |
| 9258 Wealth Management, LLC | 65,039 | $12.6M | 2.55% | +92+0.1% | Added |
| British Columbia Investment Management Corp | 65,247 | $12.7M | 0.13% | +354+0.5% | Added |
| Formuepleje A/S | 66,240 | $12.8M | 0.94% | +272+0.4% | Added |
| United Services Automobile Association | 66,747 | $12.9M | 0.42% | −164,704−71.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 67,155 | $13.0M | 1.49% | +909+1.4% | Added |
| Rafferty Asset Management, LLC | 67,180 | $13.0M | 0.09% | +4,511+7.2% | Added |
| Segall Bryant & Hamill, LLC | 67,607 | $13.1M | 0.14% | +1,062+1.6% | Added |
| Abner Herrman & Brock LLC | 68,039 | $13.2M | 1.99% | −8,720−11.4% | Reduced |
| Stillwater Capital Advisors, LLC | 68,447 | $13.3M | 2.58% | −832−1.2% | Reduced |
| CCM Investment Advisers LLC | 68,725 | $13.3M | 1.89% | +5,753+9.1% | Added |
| Peapack Gladstone Financial Corp | 69,883 | $13.4M | 0.26% | +4,741+7.3% | Added |
| Captrust Financial Advisors | 69,306 | $13.4M | 0.06% | +8,120+13.3% | Added |
| J.W. Cole Advisors, Inc. | 69,340 | $13.5M | 0.96% | −78−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 69,562 | $13.5M | 0.54% | +9,251+15.3% | Added |
| Teachers Retirement System of the State of Kentucky | 69,652 | $13.5M | 0.14% | 00.0% | Unchanged |
| Cetera Investment Advisers | 69,862 | $13.6M | 0.12% | +4,426+6.8% | Added |
| Logan Capital Management Inc | 69,935 | $13.6M | 0.66% | +2,924+4.4% | Added |
| Thompson Siegel & Walmsley LLC | 70,197 | $13.6M | 0.22% | +5,000+7.7% | Added |
| TCTC Holdings, LLC | 70,272 | $13.6M | 0.55% | −97−0.1% | Reduced |
| Hendershot Investments Inc. | 70,434 | $13.7M | 2.30% | −2,626−3.6% | Reduced |
| Guyasuta Investment Advisors Inc | 71,377 | $13.8M | 1.07% | −499−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 71,549 | $13.9M | 0.02% | +41,673+139.5% | Added |
| Welch & Forbes LLC | 72,380 | $14.0M | 0.24% | −1,419−1.9% | Reduced |
| United Bank | 72,453 | $14.1M | 1.80% | +9,548+15.2% | Added |
| Telos Capital Management, Inc. | 72,735 | $14.1M | 1.97% | −1,141−1.5% | Reduced |
| Lathrop Investment Management Corp | 73,689 | $14.3M | 3.04% | −637−0.9% | Reduced |