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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 867,912 | $168.4M | 0.12% | +5,874+0.7% | Added |
| Alliancebernstein L.P. | 871,951 | $169.1M | 0.07% | −55,495−6.0% | Reduced |
| Voya Investment Management LLC | 891,454 | $172.9M | 0.18% | −47,551−5.1% | Reduced |
| LPL Financial LLC | 966,438 | $187.5M | 0.15% | +173,868+21.9% | Added |
| Stifel Financial Corp | 977,249 | $189.6M | 0.27% | +3,876+0.4% | Added |
| HSBC Holdings PLC | 1,035,849 | $200.8M | 0.26% | −245,497−19.2% | Reduced |
| National Pension Service | 1,081,781 | $206.7M | 0.38% | −39,840−3.6% | Reduced |
| HighTower Advisors, LLC | 1,081,639 | $209.9M | 0.46% | +83,552+8.4% | Added |
| Barclays PLC | 1,109,928 | $215.3M | 0.22% | −537,348−32.6% | Reduced |
| New York State Common Retirement Fund | 1,203,752 | $233.5M | 0.31% | −62,800−5.0% | Reduced |
| Coho Partners, Ltd. | 1,222,548 | $237.2M | 4.10% | +6,560+0.5% | Added |
| California State Teachers Retirement System | 1,235,973 | $239.8M | 0.36% | −14,364−1.1% | Reduced |
| Capital Wealth Planning, LLC | 1,349,180 | $255.5M | 3.46% | +1,345,519+36,752.8% | Added |
| The PNC Financial Services Group, Inc. | 1,339,313 | $259.8M | 0.23% | +6,535+0.5% | Added |
| Bahl & Gaynor Inc | 1,346,190 | $261.1M | 1.41% | +224,314+20.0% | Added |
| Rhumbline Advisers | 1,394,865 | $270.6M | 0.33% | +50,979+3.8% | Added |
| Jensen Investment Management Inc | 1,473,140 | $281.5M | 2.22% | −53,596−3.5% | Reduced |
| Envestnet Asset Management Inc | 1,513,079 | $284.8M | 0.14% | +212,687+16.4% | Added |
| Capital International Investors | 1,495,498 | $290.1M | 0.07% | −1,671,616−52.8% | Reduced |
| Los Angeles Capital Management LLC | 1,512,658 | $293.4M | 1.30% | −55,540−3.5% | Reduced |
| Truist Financial Corp | 1,542,562 | $299.2M | 0.52% | +80,202+5.5% | Added |
| American Century Companies Inc | 1,703,101 | $330.0M | 0.26% | +117,312+7.4% | Added |
| FineMark National Bank & Trust | 1,726,356 | $334.9M | 14.30% | +3,529+0.2% | Added |
| London Co of Virginia | 1,856,098 | $360.1M | 2.08% | −42,138−2.2% | Reduced |
| Federated Hermes, Inc. | 1,904,320 | $369.4M | 0.93% | +666,737+53.9% | Added |
| Deutsche Bank AG | 1,943,717 | $377.1M | 0.21% | −30,924−1.6% | Reduced |
| Credit Suisse AG | 2,000,225 | $388.0M | 0.40% | −28,328−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,252,590 | $437.0M | 0.33% | +5,074+0.2% | Added |
| California Public Employees Retirement System | 2,329,201 | $451.8M | 0.40% | −213,689−8.4% | Reduced |
| First Trust Advisors LP | 2,501,264 | $485.2M | 0.56% | +79,187+3.3% | Added |
| Capital Research Global Investors | 2,529,451 | $490.7M | 0.14% | +680,707+36.8% | Added |
| Raymond James & Associates | 2,666,336 | $517.2M | 0.45% | +109,193+4.3% | Added |
| Swiss National Bank | 2,896,300 | $561.9M | 0.39% | −78,100−2.6% | Reduced |
| Primecap Management Co | 2,967,791 | $575.7M | 0.50% | +504,000+20.5% | Added |
| Royal Bank of Canada | 3,088,980 | $599.2M | 0.18% | +191,049+6.6% | Added |
| UBS Asset Management Americas Inc | 3,224,077 | $625.4M | 0.30% | +124,499+4.0% | Added |
| Dimensional Fund Advisors LP | 3,277,974 | $635.9M | 0.21% | +111,008+3.5% | Added |
| Goldman Sachs Group Inc | 3,410,031 | $661.5M | 0.18% | +498,336+17.1% | Added |
| Amundi | 3,503,541 | $664.7M | 0.36% | −226,218−6.1% | Reduced |
| Nuveen Asset Management, LLC | 3,593,591 | $697.1M | 0.26% | −394,016−9.9% | Reduced |
| Massachusetts Financial Services Co | 4,157,187 | $806.5M | 0.28% | −194,302−4.5% | Reduced |
| Legal & General Group Plc | 4,419,357 | $857.3M | 0.31% | −41,059−0.9% | Reduced |
| Capital World Investors | 4,622,985 | $896.8M | 0.19% | −1,057,994−18.6% | Reduced |
| UBS Group AG | 5,574,593 | $1.08B | 0.50% | −69,482−1.2% | Reduced |
| Price T Rowe Associates Inc | 5,948,315 | $1.15B | 0.17% | −1,879,992−24.0% | Reduced |
| Franklin Resources Inc | 6,283,299 | $1.22B | 0.61% | −245,789−3.8% | Reduced |
| Bank of New York Mellon Corp | 6,479,319 | $1.26B | 0.28% | −144,529−2.2% | Reduced |
| Clearbridge Investments, LLC | 6,737,565 | $1.31B | 1.25% | −825,506−10.9% | Reduced |
| Janus Henderson Group PLC | 7,350,795 | $1.43B | 0.94% | +375,707+5.4% | Added |
| Morgan Stanley | 7,476,048 | $1.45B | 0.16% | −254,042−3.3% | Reduced |
| Norges Bank | 7,500,804 | $1.46B | 0.32% | +277,938+3.8% | Added |
| Wellington Management Group LLP | 7,573,621 | $1.47B | 0.29% | −4,721−0.1% | Reduced |
| Wells Fargo & Company | 7,785,883 | $1.51B | 0.47% | +298,568+4.0% | Added |
| Invesco Ltd. | 8,112,102 | $1.57B | 0.44% | +193,374+2.4% | Added |
| Ameriprise Financial Inc | 9,055,582 | $1.76B | 0.58% | −920,989−9.2% | Reduced |
| Northern Trust Corp | 9,089,168 | $1.76B | 0.35% | −16,576−0.2% | Reduced |
| Geode Capital Management, LLC | 13,202,727 | $2.56B | 0.33% | +414,934+3.2% | Added |
| Charles Schwab Investment Management Inc | 14,943,616 | $2.88B | 0.87% | +10,134,386+210.7% | Added |
| Bank of America Corp | 17,225,519 | $3.34B | 0.38% | +850,838+5.2% | Added |
| FMR LLC | 17,540,945 | $3.40B | 0.31% | −1,128,593−6.0% | Reduced |
| JPMorgan Chase & Co | 20,661,793 | $4.01B | 0.52% | −3,376,484−14.0% | Reduced |
| State Street Corp | 27,996,807 | $5.43B | 0.31% | −486,079−1.7% | Reduced |
| BlackRock Inc. | 55,606,759 | $10.8B | 0.32% | −2,295,362−4.0% | Reduced |
| Vanguard Group Inc | 67,315,527 | $13.1B | 0.33% | −250,899−0.4% | Reduced |
| Quilter Plc | 11,330 | – | – | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8,313 | – | – | +436+5.5% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −196,525−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −185,889−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −168,782−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −96,557−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −94,734−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −61,521−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −50,064−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −43,330−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,485−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −122,695−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −16,067−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,283−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,672−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −7,981−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,784−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −3,422−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −2,714−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Aletheian Wealth Advisors LLC | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |