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 |
|---|---|---|---|---|---|
| Stack Financial Management, Inc | 73,737 | $14.3M | 1.74% | +654+0.9% | Added |
| 1832 Asset Management L.P. | 73,758 | $14.3M | 0.03% | +1,531+2.1% | Added |
| Independent Advisor Alliance | 73,779 | $14.3M | 0.69% | +53+0.1% | Added |
| Adviser Investments LLC | 74,902 | $14.5M | 0.35% | −161−0.2% | Reduced |
| Biechele Royce Advisors | 75,354 | $14.6M | 5.44% | +12,177+19.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 75,833 | $14.7M | 0.27% | +2,215+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 76,503 | $14.8M | 0.02% | +6,833+9.8% | Added |
| StrategIQ Financial Group, LLC | 76,974 | $14.9M | 1.72% | −350.0% | Reduced |
| Addenda Capital Inc. | 77,230 | $15.0M | 0.62% | −781−1.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 77,930 | $15.1M | 0.31% | +227+0.3% | Added |
| Jacobs & Co | 77,957 | $15.1M | 1.87% | −560−0.7% | Reduced |
| Mackenzie Financial Corp | 78,816 | $15.3M | 0.02% | +265+0.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 79,000 | $15.3M | 0.21% | −1,000−1.3% | Reduced |
| Willis Investment Counsel | 79,754 | $15.5M | 1.01% | +236+0.3% | Added |
| LGT Group Foundation | 80,049 | $15.5M | 0.45% | +2,856+3.7% | Added |
| Janney Capital Management LLC | 80,199 | $15.6M | 1.17% | +23,888+42.4% | Added |
| Public Sector Pension Investment Board | 80,295 | $15.6M | 0.12% | −10,442−11.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 80,965 | $15.7M | 0.29% | +898+1.1% | Added |
| Nissay Asset Management Corp | 81,025 | $15.7M | 0.14% | −3,330−3.9% | Reduced |
| Kornitzer Capital Management Inc | 81,221 | $15.8M | 0.31% | −1,181−1.4% | Reduced |
| Iowa State Bank | 81,512 | $15.8M | 3.96% | −4,663−5.4% | Reduced |
| Heritage Investors Management Corp | 81,622 | $15.8M | 0.68% | −781−0.9% | Reduced |
| Waypoint Wealth Partners Inc. | 81,858 | $15.9M | 5.66% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 82,216 | $15.9M | 0.32% | +37,902+85.5% | Added |
| Richard C. Young & CO., LTD. | 82,784 | $16.1M | 2.21% | −606−0.7% | Reduced |
| Mayar Capital Ltd. | 82,794 | $16.1M | 13.43% | 00.0% | Unchanged |
| Miramar Capital, LLC | 82,825 | $16.1M | 4.13% | +1,362+1.7% | Added |
| Commerce Bank | 82,857 | $16.1M | 0.13% | −5,807−6.5% | Reduced |
| TD Waterhouse Canada Inc. | 79,675 | $16.4M | 0.17% | +2,220+2.9% | Added |
| Fisher Asset Management, LLC | 85,207 | $16.5M | 0.01% | +3,684+4.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 85,534 | $16.6M | 3.67% | +463+0.5% | Added |
| Armstrong Advisory Group, Inc | 85,753 | $16.6M | 1.97% | +51+0.1% | Added |
| United Capital Financial Advisers, LLC | 85,924 | $16.7M | 0.09% | −59,899−41.1% | Reduced |
| Czech National Bank | 85,977 | $16.7M | 0.41% | +560+0.7% | Added |
| Mayflower Financial Advisors, LLC | 86,291 | $16.7M | 2.20% | +604+0.7% | Added |
| Abn Amro Investment Solutions | 86,565 | $16.8M | 0.35% | +86,565 | New |
| Charter Trust Co | 87,023 | $16.9M | 1.34% | −150.0% | Reduced |
| Verity & Verity, LLC | 87,218 | $16.9M | 2.16% | +3,549+4.2% | Added |
| Greatmark Investment Partners, Inc. | 87,627 | $17.0M | 3.03% | −1,707−1.9% | Reduced |
| Gradient Investments LLC | 87,835 | $17.0M | 0.46% | +3,867+4.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 88,718 | $17.2M | 2.57% | +1,743+2.0% | Added |
| Franklin Street Advisors Inc | 88,742 | $17.2M | 1.57% | +5,820+7.0% | Added |
| Pinnacle Associates Ltd | 89,125 | $17.3M | 0.35% | −494−0.6% | Reduced |
| Zevin Asset Management LLC | 89,304 | $17.3M | 3.53% | −8,259−8.5% | Reduced |
| Unigestion Holding SA | 90,838 | $17.4M | 0.94% | +968+1.1% | Added |
| NorthCrest Asset Manangement, LLC | 90,077 | $17.5M | 0.73% | +87,917+4,070.2% | Added |
| Blue Chip Partners, Inc. | 90,463 | $17.5M | 2.08% | +3,874+4.5% | Added |
| Daymark Wealth Partners, LLC | 91,001 | $17.7M | 2.34% | −772−0.8% | Reduced |
| Private Advisor Group, LLC | 91,267 | $17.7M | 0.17% | −5,328−5.5% | Reduced |
| Texas Yale Capital Corp. | 91,321 | $17.7M | 0.90% | −200−0.2% | Reduced |
| Southern Capital Advisors, LLC | 91,424 | $17.7M | 13.13% | −255−0.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 91,530 | $17.8M | 1.35% | −364−0.4% | Reduced |
| Bartlett & Co. LLC | 91,795 | $17.8M | 0.34% | −1,054−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 91,795 | $17.8M | 0.34% | −1,054−1.1% | Reduced |
| Osher Van de Voorde Investment Management | 93,379 | $18.1M | 5.02% | −2,776−2.9% | Reduced |
| Deprince Race & Zollo Inc | 94,069 | $18.2M | 0.42% | −51,457−35.4% | Reduced |
| Gulf International Bank (UK) Ltd | 94,480 | $18.3M | 0.38% | −28,000−22.9% | Reduced |
| Harvest Portfolios Group Inc. | 97,256 | $18.9M | 0.93% | +5,903+6.5% | Added |
| AE Wealth Management LLC | 97,540 | $18.9M | 0.12% | +8,026+9.0% | Added |
| Investment House LLC | 98,202 | $19.1M | 1.57% | +462+0.5% | Added |
| Godsey & Gibb Associates | 99,359 | $19.3M | 2.26% | +1,058+1.1% | Added |
| Brookstone Capital Management | 100,362 | $19.4M | 0.38% | +72,413+259.1% | Added |
| Man Group plc | – | $19.5M | 0.07% | – | – |
| Oakview Capital Management, L.P. | 101,446 | $19.7M | 8.25% | −943−0.9% | Reduced |
| Atria Investments LLC | 101,730 | $19.7M | 0.37% | +2,334+2.3% | Added |
| Brinker Capital Investments, LLC | 102,520 | $19.9M | 0.26% | +17,270+20.3% | Added |
| Orion Portfolio Solutions, LLC | 102,520 | $19.9M | 0.26% | +88,644+638.8% | Added |
| CIBC World Markets Inc. | 102,927 | $20.0M | 0.07% | +1,628+1.6% | Added |
| Grimes & Company, Inc. | 103,090 | $20.0M | 0.82% | +1,896+1.9% | Added |
| MML Investors Services, LLC | 103,713 | $20.1M | 0.14% | +2,314+2.3% | Added |
| Mutual of America Capital Management LLC | 104,514 | $20.3M | 0.24% | +173+0.2% | Added |
| Stewart & Patten Co LLC | 105,007 | $20.4M | 3.45% | −79−0.1% | Reduced |
| Huntington National Bank | 105,545 | $20.5M | 0.20% | +14,401+15.8% | Added |
| Bryn Mawr Trust Co | 106,037 | $20.6M | 0.91% | −721−0.7% | Reduced |
| Financial Counselors Inc | 106,042 | $20.6M | 0.44% | +1,170+1.1% | Added |
| Everett Harris & Co | 106,192 | $20.6M | 0.33% | −205−0.2% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $20.7M | 0.79% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 106,891 | $20.7M | 0.02% | −75,936−41.5% | Reduced |
| State of Alaska, Department of Revenue | 107,871 | $20.9M | 0.25% | −1,525−1.4% | Reduced |
| Marco Investment Management LLC | 108,335 | $21.0M | 2.37% | +571+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 109,382 | $21.2M | 0.06% | +39,838+57.3% | Added |
| Macquarie Group Ltd | 110,175 | $21.4M | 0.03% | −63,989−36.7% | Reduced |
| ProShare Advisors LLC | 110,994 | $21.5M | 0.07% | +17,371+18.6% | Added |
| Achmea Investment Management B.V. | 111,082 | $21.5M | 0.62% | +12,547+12.7% | Added |
| Kestra Advisory Services, LLC | 111,946 | $21.7M | 0.24% | −17,289−13.4% | Reduced |
| Yousif Capital Management, LLC | 112,088 | $21.7M | 0.28% | −4,081−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 112,990 | $21.9M | 0.27% | −4,847−4.1% | Reduced |
| New York Life Investment Management LLC | 114,730 | $22.3M | 0.25% | −350.0% | Reduced |
| Wade G W & Inc | 114,802 | $22.3M | 0.86% | +951+0.8% | Added |
| Marcum Wealth, LLC | 115,076 | $22.3M | 2.79% | +1,899+1.7% | Added |
| Lazard Asset Management LLC | 116,438 | $22.6M | 0.03% | −1,185−1.0% | Reduced |
| Pinnacle Financial Partners Inc | 116,740 | $22.6M | 0.61% | +7,695+7.1% | Added |
| Bridgewater Associates, LP | 117,376 | $22.8M | 0.14% | +117,376 | New |
| Birch Hill Investment Advisors LLC | 117,599 | $22.8M | 1.42% | −80,161−40.5% | Reduced |
| Axxcess Wealth Management, LLC | 118,342 | $23.0M | 1.81% | −447−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 118,719 | $23.0M | 0.11% | +1,757+1.5% | Added |
| Washington Trust Advisors, Inc. | 118,724 | $23.0M | 2.34% | −642−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 119,315 | $23.1M | 0.12% | −2,910−2.4% | Reduced |
| Westpac Banking Corp | 119,337 | $23.2M | 0.31% | −17,047−12.5% | Reduced |
| Synovus Financial Corp | 120,991 | $23.5M | 0.26% | −1,245−1.0% | Reduced |