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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 268,861 | $52.0M | 0.65% | +19,004+7.6% | Added |
| Gateway Investment Advisers LLC | 273,707 | $53.1M | 0.65% | +1,950+0.7% | Added |
| InterOcean Capital Group, LLC | 274,104 | $53.2M | 1.80% | +15,527+6.0% | Added |
| Rockefeller Capital Management L.P. | 278,327 | $54.0M | 0.23% | +6,484+2.4% | Added |
| Equity Investment Corp | 283,580 | $55.0M | 1.80% | +13,768+5.1% | Added |
| PFS Investments Inc. | 293,176 | $55.3M | 0.96% | +71,336+32.2% | Added |
| Cerity Partners LLC | 279,261 | $56.0M | 0.26% | +18,029+6.9% | Added |
| RNC Capital Management LLC | 299,755 | $58.1M | 3.28% | +51,736+20.9% | Added |
| Asset Management One Co.,Ltd. | 301,358 | $58.5M | 0.26% | −2,131−0.7% | Reduced |
| Donaldson Capital Management, LLC | 301,855 | $58.6M | 2.77% | +272,717+935.9% | Added |
| TD Asset Management Inc | 303,763 | $58.9M | 0.07% | +2,861+1.0% | Added |
| Miller Howard Investments Inc | 310,004 | $60.1M | 2.18% | +11,274+3.8% | Added |
| Aviva PLC | 315,266 | $61.2M | 0.28% | +1,176+0.4% | Added |
| Fairview Capital Investment Management, LLC | 316,131 | $61.3M | 4.00% | −1,335−0.4% | Reduced |
| Pinebridge Investments, L.P. | 318,108 | $61.7M | 0.70% | −13,384−4.0% | Reduced |
| CFO4Life Group, LLC | 319,367 | $62.0M | 14.08% | +930.0% | Added |
| Nomura Asset Management Co Ltd | 323,372 | $62.7M | 0.33% | +625+0.2% | Added |
| Sarasin & Partners LLP | 326,134 | $63.3M | 0.80% | +5,044+1.6% | Added |
| TCW Group Inc | 330,611 | $64.1M | 0.82% | +15,038+4.8% | Added |
| APG Asset Management N.V. | 359,256 | $64.1M | 0.14% | −74,367−17.2% | Reduced |
| S. R. Schill & Associates | 331,853 | $64.4M | 29.85% | +417+0.1% | Added |
| Treasurer of the State of North Carolina | 331,936 | $64.4M | 0.37% | +1,990+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 335,503 | $65.1M | 0.18% | −341,044−50.4% | Reduced |
| Capital CS Group, LLC | 337,609 | $65.5M | 62.07% | −1,008−0.3% | Reduced |
| Standard Life Aberdeen plc | 340,603 | $66.1M | 0.17% | +7,542+2.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 341,805 | $66.3M | 0.11% | −90,743−21.0% | Reduced |
| Centric Wealth Management | 347,044 | $67.3M | 29.21% | −2,317−0.7% | Reduced |
| Intech Investment Management LLC | 351,177 | $68.1M | 0.55% | −41,926−10.7% | Reduced |
| Ci Investments Inc. | 353,004 | $68.5M | 0.34% | −47,215−11.8% | Reduced |
| Pictet Asset Management SA | 356,749 | $69.2M | 0.09% | +5,388+1.5% | Added |
| River Road Asset Management, LLC | 359,877 | $69.8M | 0.95% | +15,043+4.4% | Added |
| Toronto Dominion Bank | 360,763 | $69.9M | 0.11% | −58,865−14.0% | Reduced |
| Value Partners Investments Inc. | 363,106 | $70.4M | 5.78% | −5,744−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 363,759 | $70.6M | 0.12% | +32,391+9.8% | Added |
| Mn Services Vermogensbeheer B.V. | 365,899 | $71.0M | 0.73% | +12,500+3.5% | Added |
| Hollencrest Capital Management | 366,709 | $71.1M | 7.59% | −14,524−3.8% | Reduced |
| First Foundation Advisors | 367,728 | $71.3M | 3.28% | −1,016−0.3% | Reduced |
| Old Republic International Corporation | 373,400 | $72.4M | 2.32% | −500−0.1% | Reduced |
| Boston Partners | 373,826 | $72.5M | 0.10% | −6,366−1.7% | Reduced |
| Vulcan Value Partners, LLC | 383,604 | $74.4M | 0.94% | +383,604 | New |
| Cacti Asset Management LLC | 387,566 | $75.2M | 6.93% | +350+0.1% | Added |
| Panagora Asset Management Inc | 393,888 | $76.4M | 0.48% | −9,814−2.4% | Reduced |
| State of Wisconsin Investment Board | 402,854 | $78.1M | 0.23% | +32,891+8.9% | Added |
| Russell Investments Group, Ltd. | 407,518 | $78.8M | 0.15% | −12,215−2.9% | Reduced |
| SEI Investments Co | 408,065 | $79.2M | 0.15% | +18,814+4.8% | Added |
| Susquehanna International Group, LLP | 418,109 | $81.1M | 0.13% | +35,890+9.4% | Added |
| CI Private Wealth, LLC | 419,102 | $81.3M | 0.22% | +119,402+39.8% | Added |
| Adage Capital Partners GP, L.L.C. | 420,800 | $81.6M | 0.18% | −45,500−9.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 425,640 | $82.6M | 0.33% | +4,289+1.0% | Added |
| State of New Jersey Common Pension Fund D | 433,572 | $84.1M | 0.30% | +781+0.2% | Added |
| State of Tennessee, Treasury Department | 436,714 | $84.7M | 0.38% | +9,429+2.2% | Added |
| Advisor Group Holdings, Inc. | 441,899 | $85.5M | 0.16% | +9,582+2.2% | Added |
| First Republic Investment Management, Inc. | 444,121 | $86.2M | 0.18% | +216,915+95.5% | Added |
| Public Employees Retirement System of Ohio | 444,692 | $86.3M | 0.36% | −12,126−2.7% | Reduced |
| Glenmede Trust Co NA | 451,776 | $87.6M | 0.50% | −3,991−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 459,695 | $89.2M | 0.72% | −14,297−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 460,799 | $89.4M | 0.19% | −154,643−25.1% | Reduced |
| M&T Bank Corp | 465,875 | $90.4M | 0.35% | +615+0.1% | Added |
| Penserra Capital Management LLC | 482,321 | $93.6M | 1.94% | +478,472+12,431.1% | Added |
| Commonwealth Equity Services, LLC | 494,233 | $95.9M | 0.21% | +7,081+1.5% | Added |
| Brown Brothers Harriman & Co | 498,017 | $96.6M | 0.81% | +26,511+5.6% | Added |
| Eagle Asset Management Inc | 504,910 | $97.9M | 0.57% | +105,663+26.5% | Added |
| Empower Advisory Group, LLC | 514,657 | $99.7M | 0.45% | +514,657 | New |
| Great West Life Assurance Co | 518,405 | $100.6M | 0.25% | +20,459+4.1% | Added |
| Hamlin Capital Management, LLC | 527,545 | $102.3M | 3.57% | −8,136−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 528,276 | $102.5M | 0.61% | −3,881−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 532,117 | $103.2M | 0.06% | −16,494−3.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 535,837 | $103.9M | 0.73% | −14,893−2.7% | Reduced |
| Manchester Capital Management LLC | 539,863 | $104.7M | 13.70% | +11,314+2.1% | Added |
| Korea Investment CORP | 541,558 | $105.1M | 0.31% | −160,888−22.9% | Reduced |
| DekaBank Deutsche Girozentrale | 572,115 | $108.5M | 0.27% | +30,222+5.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 564,419 | $109.5M | 0.27% | +8,357+1.5% | Added |
| Davenport & Co LLC | 579,940 | $112.1M | 0.89% | +6,209+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 580,706 | $112.7M | 0.27% | +55,428+10.6% | Added |
| Janney Montgomery Scott LLC | 587,559 | $114.0M | 0.47% | −2,330−0.4% | Reduced |
| Mariner, LLC | 619,558 | $120.2M | 0.35% | +123,962+25.0% | Added |
| HS Management Partners, LLC | 636,018 | $123.4M | 5.32% | −211,154−24.9% | Reduced |
| Nordea Investment Management AB | 653,227 | $125.0M | 0.18% | −9,239−1.4% | Reduced |
| Prudential Financial Inc | 682,209 | $128.3M | 0.20% | +6,184+0.9% | Added |
| Boston Trust Walden Corp | 665,848 | $129.2M | 1.11% | +70,763+11.9% | Added |
| BBR Partners, LLC | 677,723 | $131.5M | 15.15% | +890.0% | Added |
| Crawford Investment Counsel Inc | 682,009 | $132.3M | 2.82% | −1,733−0.3% | Reduced |
| Schroder Investment Management Group | 695,806 | $135.0M | 0.20% | −65,441−8.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 698,909 | $135.6M | 5.67% | −15,289−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 709,528 | $137.6M | 0.26% | +32,714+4.8% | Added |
| Haverford Trust Co | 711,364 | $138.0M | 1.65% | +96,899+15.8% | Added |
| Baillie Gifford & Co | 727,811 | $141.2M | 0.13% | −53,663−6.9% | Reduced |
| Thrivent Financial for Lutherans | 731,083 | $141.8M | 0.35% | −4,655−0.6% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 740,689 | $143.7M | 0.39% | 00.0% | Unchanged |
| Victory Capital Management Inc | 753,342 | $146.1M | 0.16% | −148,118−16.4% | Reduced |
| Baird Financial Group, Inc. | 756,883 | $146.8M | 0.36% | −10,517−1.4% | Reduced |
| US Bancorp | 760,850 | $147.6M | 0.25% | −25,031−3.2% | Reduced |
| Citigroup Inc | 765,802 | $148.6M | 0.20% | +76,318+11.1% | Added |
| Bank of Montreal | 766,557 | $148.8M | 0.10% | −69,336−8.3% | Reduced |
| Accredited Investors Inc. | 784,776 | $152.2M | 11.55% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 785,337 | $152.3M | 0.35% | −10,520−1.3% | Reduced |
| AXA S.A. | 794,256 | $154.1M | 0.53% | +161,619+25.5% | Added |
| Merit Financial Group, LLC | 809,446 | $157.0M | 5.75% | −28,056−3.3% | Reduced |
| New York State Teachers Retirement System | 821,750 | $159.4M | 0.37% | −18,843−2.2% | Reduced |
| Cullen Capital Management LLC | 835,728 | $162.1M | 1.48% | +210,575+33.7% | Added |