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
- 2,267
- +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
- 982 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 247 | $48.0K | 0.01% | +21+9.3% | Added |
| Bell Investment Advisors, Inc | 248 | $48.1K | 0.01% | +10+4.2% | Added |
| Disciplined Investments, LLC | 254 | $49.2K | 0.02% | −2−0.8% | Reduced |
| Rational Advisors LLC | 257 | $49.9K | 0.00% | +11+4.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 278 | $53.9K | 0.03% | +41+17.3% | Added |
| Tilia Fiduciary Partners, Inc. | 279 | $54.1K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 284 | $55.1K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 287 | $55.6K | 0.03% | +3+1.1% | Added |
| Financial Perspectives, Inc | 293 | $56.8K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $58.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 300 | $58.2K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 327 | $59.0K | 0.02% | +27+9.0% | Added |
| Private Ocean, LLC | 314 | $60.9K | 0.01% | +4+1.3% | Added |
| Earnest Partners LLC | 338 | $65.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 338 | $65.6K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 339 | $65.8K | 0.02% | +147+76.6% | Added |
| Blume Capital Management, Inc. | 345 | $66.9K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 346 | $67.1K | 0.05% | +1+0.3% | Added |
| Cascade Investment Advisors, Inc. | 355 | $68.9K | 0.05% | +355 | New |
| TD Ameritrade Investment Management, LLC | 361 | $70.0K | 0.00% | −114−24.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 365 | $71.0K | 0.02% | −135−27.0% | Reduced |
| Operose Advisors LLC | 367 | $71.2K | 0.04% | 00.0% | Unchanged |
| One River Asset Management, LLC | 387 | $74.0K | 0.05% | −9,632−96.1% | Reduced |
| Macroview Investment Management LLC | 384 | $74.5K | 0.12% | 00.0% | Unchanged |
| First Personal Financial Services | 396 | $76.8K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 398 | $77.2K | 0.05% | +398 | New |
| Family CFO Inc | 400 | $77.6K | 0.06% | 00.0% | Unchanged |
| Schubert & Co | 409 | $79.3K | 0.07% | +18+4.6% | Added |
| Hanson & Doremus Investment Management | 429 | $83.0K | 0.02% | −27−5.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 450 | $85.0K | 0.04% | +80+21.6% | Added |
| Essex Investment Management Co LLC | 439 | $85.2K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 440 | $85.4K | 0.03% | +320+266.7% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $86.3K | 0.02% | −53−10.6% | Reduced |
| Centennial Bank | 450 | $87.3K | 0.06% | 00.0% | Unchanged |
| Granite FO LLC | 487 | $87.6K | 0.05% | +400+459.8% | Added |
| Y.D. More Investments Ltd | 455 | $88.3K | 0.02% | +290+175.8% | Added |
| State of Wyoming | 458 | $88.8K | 0.03% | −409−47.2% | Reduced |
| Hillsdale Investment Management Inc. | 464 | $90.0K | 0.01% | −350−43.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 479 | $92.9K | 0.04% | −12−2.4% | Reduced |
| SJS Investment Consulting Inc. | 483 | $93.7K | 0.03% | +11+2.3% | Added |
| TD Capital Management LLC | 486 | $94.3K | 0.01% | +4+0.8% | Added |
| Atticus Wealth Management, LLC | 497 | $96.4K | 0.04% | −384−43.6% | Reduced |
| Chilton Capital Management LLC | 503 | $97.6K | 0.01% | +503 | New |
| Tacita Capital Inc | 505 | $98.0K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 510 | $99.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 520 | $100.9K | 0.16% | +20+4.0% | Added |
| Column Capital Advisors, LLC | 522 | $101.3K | 0.02% | +147+39.2% | Added |
| Atlas Capital Advisors LLC | 524 | $101.7K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 524 | $102.0K | 0.00% | −16,535−96.9% | Reduced |
| Baystate Wealth Management LLC | 528 | $102.6K | 0.01% | −1,616−75.4% | Reduced |
| Canton Hathaway, LLC | 530 | $103.0K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 547 | $106.1K | 0.02% | +494+932.1% | Added |
| WealthPlan Investment Management, LLC | 560 | $108.6K | 0.02% | −1,375−71.1% | Reduced |
| JNBA Financial Advisors | 560 | $108.7K | 0.01% | +16+2.9% | Added |
| Carolinas Wealth Consulting LLC | 569 | $110.5K | 0.02% | +109+23.7% | Added |
| TFC Financial Management | 580 | $112.6K | 0.03% | +9+1.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 583 | $113.0K | 0.04% | +583 | New |
| HBC Financial Services, PLLC | 598 | $115.0K | 0.09% | +1+0.2% | Added |
| Highlander Capital Management, LLC | 600 | $116.0K | 0.06% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 599 | $116.3K | 0.03% | +359+149.6% | Added |
| U S Global Investors Inc | 603 | $117.0K | 0.01% | −195−24.4% | Reduced |
| JJJ Advisors Inc. | 614 | $118.4K | 0.03% | −75−10.9% | Reduced |
| General Partner, Inc. | 623 | $120.6K | 0.11% | +47+8.2% | Added |
| Ellevest, Inc. | 635 | $123.3K | 0.01% | −74−10.4% | Reduced |
| IAG Wealth Partners, LLC | 640 | $124.2K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 641 | $124.3K | 0.05% | +5+0.8% | Added |
| West Oak Capital, LLC | 641 | $124.3K | 0.06% | +475+286.1% | Added |
| Webster Bank, N. A. | 649 | $125.9K | 0.02% | −194−23.0% | Reduced |
| First Command Bank | 650 | $126.1K | 0.01% | +59+10.0% | Added |
| First Command Financial Services, Inc. | 650 | $126.1K | 0.01% | +59+10.0% | Added |
| Atlantic Trust, LLC | 654 | $126.9K | 0.04% | −18−2.7% | Reduced |
| TSFG, LLC | 667 | $129.0K | 0.05% | +2+0.3% | Added |
| Missouri Trust & Investment Co | 685 | $132.9K | 0.09% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 697 | $135.2K | 0.00% | −3,334−82.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 699 | $135.7K | 0.09% | +2+0.3% | Added |
| Capula Management Ltd | 701 | $136.0K | 0.01% | −115,458−99.4% | Reduced |
| Paladin Advisory Group, LLC | 733 | $142.3K | 0.12% | +733 | New |
| Avalon Trust Co | 740 | $143.5K | 0.01% | +740 | New |
| Fairfield Financial Advisors, LTD | 751 | $143.5K | 0.06% | −76−9.2% | Reduced |
| Rise Advisors, LLC | 743 | $144.2K | 0.11% | +221+42.3% | Added |
| Kenfarb & Co. | 800 | $155.2K | 0.14% | −200−20.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 807 | $156.7K | 0.13% | +4+0.5% | Added |
| MCF Advisors LLC | 840 | $162.9K | 0.02% | +268+46.9% | Added |
| Rock Creek Group, LP | 841 | $163.1K | 0.02% | +245+41.1% | Added |
| Addison Advisors LLC | 845 | $163.9K | 0.09% | +88+11.6% | Added |
| Bellwether Advisors, LLC | 850 | $164.9K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 849 | $165.0K | 0.11% | −23−2.6% | Reduced |
| Covestor Ltd | 855 | $166.0K | 0.14% | +22+2.6% | Added |
| Lee Financial Co | 866 | $168.1K | 0.03% | +35+4.2% | Added |
| Tfo-TDC, LLC | 869 | $168.6K | 0.04% | +867+43,350.0% | Added |
| Pinnacle Holdings, LLC | 908 | $176.1K | 0.08% | +15+1.7% | Added |
| Beacon Capital Management, LLC | 916 | $177.7K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 919 | $178.3K | 0.03% | +152+19.8% | Added |
| Paradigm Asset Management Co LLC | 924 | $179.2K | 0.05% | −50−5.1% | Reduced |
| Ahrens Investment Partners LLC | 929 | $180.1K | 0.09% | +929 | New |
| Westside Investment Management, Inc. | 946 | $183.5K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 961 | $186.5K | 0.10% | −103−9.7% | Reduced |
| Asset Dedication, LLC | 954 | $187.0K | 0.02% | −6−0.6% | Reduced |
| Sutton Wealth Advisors Inc. | 967 | $187.6K | 0.10% | −1,319−57.7% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 992 | $192.4K | 0.08% | 00.0% | Unchanged |