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 |
|---|---|---|---|---|---|
| Jennison Associates LLC | 121,820 | $23.6M | 0.02% | +7,557+6.6% | Added |
| First Long Island Investors, LLC | 122,821 | $23.8M | 2.42% | −1,472−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 123,723 | $24.0M | 0.21% | +358+0.3% | Added |
| Martingale Asset Management L P | 125,393 | $24.3M | 0.47% | −78,876−38.6% | Reduced |
| Prio Wealth Limited Partnership | 127,112 | $24.7M | 0.94% | +303+0.2% | Added |
| IFM Investors Pty Ltd | 128,807 | $25.0M | 0.38% | +3,769+3.0% | Added |
| Madison Asset Management, LLC | 129,478 | $25.1M | 0.38% | +76,665+145.2% | Added |
| Scotia Capital Inc. | 129,990 | $25.2M | 0.18% | −3,055−2.3% | Reduced |
| Stock Yards Bank & Trust Co | 130,295 | $25.3M | 0.97% | +2,761+2.2% | Added |
| Donald L. Hagan, LLC | 130,526 | $25.3M | 13.97% | −6,065−4.4% | Reduced |
| Utah Retirement Systems | 131,018 | $25.4M | 0.37% | +400+0.3% | Added |
| Calamos Advisors LLC | 131,785 | $25.6M | 0.13% | −16,412−11.1% | Reduced |
| RSM US Wealth Management LLC | 132,636 | $25.7M | 0.91% | +6,916+5.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 132,725 | $25.7M | 0.68% | +7,422+5.9% | Added |
| AQR Capital Management LLC | 134,744 | $25.8M | 0.06% | −35,436−20.8% | Reduced |
| Stephens Inc | 133,511 | $25.9M | 0.50% | +4,656+3.6% | Added |
| Professional Advisory Services Inc | 133,931 | $26.0M | 4.05% | +490.0% | Added |
| Parsec Financial Management, Inc. | 136,501 | $26.5M | 1.12% | −3,553−2.5% | Reduced |
| Clarkston Capital Partners, LLC | 141,285 | $27.4M | 0.51% | −1,835−1.3% | Reduced |
| Baker Avenue Asset Management, LP | 142,232 | $27.6M | 1.49% | −442−0.3% | Reduced |
| Allianz Asset Management GmbH | 143,123 | $27.8M | 0.06% | −121,275−45.9% | Reduced |
| Waters Parkerson & Co., LLC | 143,864 | $27.9M | 1.65% | +420.0% | Added |
| Payden & Rygel | 145,110 | $28.1M | 1.67% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 146,526 | $28.4M | 0.12% | +5,094+3.6% | Added |
| Factory Mutual Insurance Co | 147,300 | $28.6M | 0.45% | 00.0% | Unchanged |
| Manning & Napier Group, LLC | 149,997 | $29.1M | 0.34% | −547−0.4% | Reduced |
| Capital Investment Advisors, LLC | 150,695 | $29.2M | 0.86% | +335+0.2% | Added |
| Texas Permanent School Fund | 151,734 | $29.4M | 0.29% | +47,741+45.9% | Added |
| Vontobel Holding Ltd. | 152,750 | $29.6M | 0.28% | −6,545−4.1% | Reduced |
| Saturna Capital CORP | 154,182 | $29.9M | 0.58% | +30,041+24.2% | Added |
| KCM Investment Advisors LLC | 155,868 | $30.2M | 1.22% | −1,931−1.2% | Reduced |
| Umb Bank N A | 159,905 | $31.0M | 0.50% | +609+0.4% | Added |
| Klingenstein Fields & Co LP | 160,698 | $31.2M | 1.56% | −2,240−1.4% | Reduced |
| Sabal Trust CO | 160,945 | $31.2M | 2.18% | +1,655+1.0% | Added |
| First Manhattan Co | 162,613 | $31.5M | 0.12% | −7,746−4.5% | Reduced |
| Swiss Life Asset Management Ltd | 163,647 | $31.7M | 0.48% | +12,063+8.0% | Added |
| Alpha Cubed Investments, LLC | 165,401 | $32.1M | 2.32% | −1,322−0.8% | Reduced |
| Mercer Global Advisors Inc | 165,776 | $32.2M | 0.15% | −6,649−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 166,597 | $32.3M | 0.08% | +15,989+10.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 168,510 | $32.7M | 0.11% | +4,424+2.7% | Added |
| Xponance, Inc. | 169,564 | $32.9M | 0.48% | +2,749+1.6% | Added |
| Nexus Investment Management ULC | 170,085 | $33.0M | 3.64% | −375−0.2% | Reduced |
| Westshore Wealth, LLC | 173,685 | $33.7M | 17.70% | −823−0.5% | Reduced |
| DnB Asset Management AS | 173,857 | $33.7M | 0.21% | +1,024+0.6% | Added |
| London & Capital Asset Management Ltd | 174,336 | $33.8M | 3.18% | −22,878−11.6% | Reduced |
| EP Wealth Advisors, LLC | 170,773 | $34.4M | 0.68% | +155,236+999.1% | Added |
| Dearborn Partners LLC | 177,393 | $34.4M | 1.35% | +3,760+2.2% | Added |
| Delta Asset Management LLC | 177,658 | $34.5M | 3.62% | −115−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 178,572 | $34.6M | 0.36% | +76,772+75.4% | Added |
| Brown Advisory Inc | 179,798 | $34.9M | 0.06% | +13,716+8.3% | Added |
| Raymond James Trust N.A. | 180,654 | $35.0M | 1.11% | +3,440+1.9% | Added |
| Trillium Asset Management, LLC | 193,825 | $35.1M | 1.03% | −2,273−1.2% | Reduced |
| Marathon Asset Mgmt Ltd | 181,104 | $35.1M | 0.98% | −27,463−13.2% | Reduced |
| Teacher Retirement System of Texas | 181,415 | $35.2M | 0.24% | +2,251+1.3% | Added |
| D.A. Davidson & Co. | 181,891 | $35.3M | 0.40% | +10,909+6.4% | Added |
| Keybank National Association | 183,757 | $35.6M | 0.17% | −2,979−1.6% | Reduced |
| National Bank of Canada | 183,958 | $35.7M | 0.10% | +35,623+24.0% | Added |
| Cetera Advisor Networks LLC | 186,545 | $36.2M | 0.27% | +25,680+16.0% | Added |
| USS Investment Management Ltd | 186,840 | $36.2M | 0.50% | +2,157+1.2% | Added |
| Candriam Luxembourg S.C.A. | 204,959 | $36.6M | 0.25% | +11,090+5.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 188,800 | $36.6M | 1.35% | +1,777+1.0% | Added |
| American International Group, Inc. | 190,760 | $37.0M | 0.24% | +712+0.4% | Added |
| Smith Chas P & Associates Pa Cpas | 196,752 | $38.2M | 2.59% | +2,416+1.2% | Added |
| AMF Pensionsforsakring AB | 197,998 | $38.5M | 0.39% | 00.0% | Unchanged |
| Arizona State Retirement System | 199,273 | $38.7M | 0.35% | −137−0.1% | Reduced |
| Conning Inc. | 199,759 | $38.7M | 1.29% | +1,886+1.0% | Added |
| State of Michigan Retirement System | 200,414 | $38.9M | 0.26% | +2,100+1.1% | Added |
| CIBC Private Wealth Group, LLC | 116,849 | $38.9M | 0.11% | −978−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 201,968 | $39.2M | 0.31% | −4,383−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 202,240 | $39.2M | 0.19% | +10,106+5.3% | Added |
| Storebrand Asset Management AS | 202,521 | $39.3M | 0.20% | +15,818+8.5% | Added |
| Oppenheimer Asset Management Inc. | 204,562 | $39.7M | 0.61% | +12,156+6.3% | Added |
| Amalgamated Bank | 205,673 | $39.9M | 0.34% | +6,723+3.4% | Added |
| Fifth Third Bancorp | 211,195 | $41.0M | 0.19% | −6,495−3.0% | Reduced |
| Forsta Ap-Fonden | 211,300 | $41.0M | 0.48% | −18,700−8.1% | Reduced |
| MetLife Investment Management | 214,644 | $41.6M | 0.30% | −2,193−1.0% | Reduced |
| Retirement Systems of Alabama | 215,715 | $41.8M | 0.18% | −18,091−7.7% | Reduced |
| Varma Mutual Pension Insurance Co | 217,000 | $42.1M | 0.51% | 00.0% | Unchanged |
| Blair William & Co | 219,361 | $42.6M | 0.17% | +1,659+0.8% | Added |
| Avalon Investment & Advisory | 220,686 | $42.8M | 1.17% | −4,253−1.9% | Reduced |
| Alps Advisors Inc | 221,475 | $43.0M | 0.38% | −12,976−5.5% | Reduced |
| Creative Planning | 221,576 | $43.0M | 0.06% | +2,620+1.2% | Added |
| STRS Ohio | 222,383 | $43.1M | 0.19% | +595+0.3% | Added |
| Letko, Brosseau & Associates Inc | 225,484 | $43.7M | 0.82% | −7,776−3.3% | Reduced |
| Mairs & Power Inc | 229,596 | $44.5M | 0.51% | −10,888−4.5% | Reduced |
| Advisors Asset Management, Inc. | 233,987 | $45.4M | 0.92% | −11,089−4.5% | Reduced |
| Impax Asset Management Group plc | 236,683 | $45.9M | 0.19% | −69,111−22.6% | Reduced |
| Guggenheim Capital LLC | 239,608 | $46.5M | 0.39% | +42,375+21.5% | Added |
| D. E. Shaw & Co., Inc. | 242,009 | $46.9M | 0.08% | −91,275−27.4% | Reduced |
| Natixis Advisors, L.P. | 246,385 | $47.8M | 0.16% | +28,842+13.3% | Added |
| Handelsbanken Fonder AB | 247,020 | $47.9M | 0.28% | +14,180+6.1% | Added |
| Regions Financial Corp | 250,450 | $48.6M | 0.44% | +175+0.1% | Added |
| Railway Pension Investments Ltd | 250,500 | $48.6M | 0.50% | +19,600+8.5% | Added |
| Cambiar Investors LLC | 251,154 | $48.7M | 2.10% | −1,999−0.8% | Reduced |
| Morningstar Investment Services LLC | 258,686 | $49.4M | 0.66% | +11,610+4.7% | Added |
| Swedbank AB | 257,934 | $50.0M | 0.10% | +13,574+5.6% | Added |
| Royal London Asset Management Ltd | 258,036 | $50.1M | 0.20% | +2,898+1.1% | Added |
| Ensign Peak Advisors, Inc | 260,368 | $50.5M | 0.11% | +19,394+8.0% | Added |
| Ardevora Asset Management LLP | 260,836 | $50.6M | 0.91% | +13,900+5.6% | Added |
| KBC Group NV | 262,371 | $50.9M | 0.22% | +34,018+14.9% | Added |