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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,011 | $196.1K | 0.03% | −160−13.7% | Reduced |
| Ballast Advisors LLC | 1,032 | $200.2K | 0.08% | +1,032 | New |
| Milestone Investment Advisors LLC | 1,034 | $200.6K | 0.06% | +1,034 | New |
| WealthCare Investment Partners, LLC | 1,036 | $201.0K | 0.12% | +1,036 | New |
| Indie Asset Partners, LLC | 1,038 | $201.3K | 0.24% | −199−16.1% | Reduced |
| Garrison Point Advisors, LLC | 1,040 | $201.8K | 0.15% | +1,040 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,040 | $201.9K | 0.05% | +1,040 | New |
| Institutional & Family Asset Management, LLC | 1,042 | $202.1K | 0.03% | +101+10.7% | Added |
| Doliver Advisors, LP | 1,046 | $202.9K | 0.06% | +1,046 | New |
| Kooman & Associates | 1,046 | $203.0K | 0.11% | +1,046 | New |
| MV Capital Management, Inc. | 1,047 | $203.1K | 0.03% | +112+12.0% | Added |
| Ssi Investment Management LLC | 1,049 | $203.5K | 0.01% | −270−20.5% | Reduced |
| CNB Bank | 1,049 | $203.5K | 0.12% | +224+27.2% | Added |
| Sonora Investment Management Group, LLC | 1,053 | $204.2K | 0.02% | −146−12.2% | Reduced |
| Cable Hill Partners, LLC | 1,054 | $204.5K | 0.03% | +1,054 | New |
| True Capital Management | 1,057 | $205.0K | 0.14% | +1,057 | New |
| Trilogy Capital Inc. | 1,057 | $205.0K | 0.01% | +1,057 | New |
| Bard Associates Inc | 1,064 | $206.4K | 0.09% | +1,064 | New |
| Meredith Wealth Planning | 1,066 | $206.8K | 0.17% | +1,066 | New |
| Gradient Capital Advisors, LLC | 1,067 | $207.0K | 0.09% | +1,067 | New |
| Camden National Bank | 1,069 | $207.4K | 0.04% | +1,069 | New |
| Relyea Zuckerberg Hanson LLC | 1,070 | $207.6K | 0.05% | +1,070 | New |
| Tempus Wealth Planning, LLC | 1,073 | $208.1K | 0.10% | −84−7.3% | Reduced |
| JB Capital LLC | 1,075 | $208.4K | 0.02% | +1,075 | New |
| Veracity Capital LLC | 1,077 | $208.9K | 0.10% | +1,077 | New |
| WNY Asset Management, LLC | 1,078 | $209.0K | 0.05% | +1,078 | New |
| Fort, L.P. | 1,079 | $209.3K | 0.54% | +1,079 | New |
| Narus Financial Partners, LLC | 1,087 | $210.8K | 0.11% | +1,087 | New |
| Ambassador Advisors, LLC | 1,239 | $211.0K | 0.05% | +1,239 | New |
| Mirador Capital Partners LP | 1,088 | $211.0K | 0.05% | +1,088 | New |
| Edmond de Rothschild Holding S.A. | 1,088 | $211.1K | 0.00% | −663−37.9% | Reduced |
| 1776 Wealth LLC | 1,088 | $211.1K | 0.13% | +1,088 | New |
| Carmichael Hill & Associates, Inc. | 1,091 | $211.6K | 0.11% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,092 | $211.8K | 0.05% | +1,092 | New |
| Global Financial Private Client, LLC | 1,100 | $213.1K | 0.11% | +56+5.4% | Added |
| Ami Investment Management Inc | 1,100 | $213.3K | 0.10% | +1,100 | New |
| Wills Financial Group, Inc. | 1,100 | $213.4K | 0.11% | +1,100 | New |
| All Terrain Financial Advisors, LLC | 1,100 | $213.4K | 0.10% | +1,100 | New |
| Hixon Zuercher, LLC | 1,100 | $213.4K | 0.13% | +1,100 | New |
| HHM Wealth Advisors, LLC | 1,104 | $214.2K | 0.04% | +104+10.4% | Added |
| Five Oceans Advisors | 1,112 | $215.7K | 0.14% | +1,112 | New |
| Global Assets Advisory, LLC | 1,112 | $215.9K | 0.22% | +1,112 | New |
| Clean Yield Group | 1,121 | $217.5K | 0.09% | −10−0.9% | Reduced |
| Sound Income Strategies, LLC | 1,125 | $218.3K | 0.02% | −20−1.7% | Reduced |
| Tevis Investment Management | 1,126 | $218.4K | 0.22% | +1,126 | New |
| Independent Wealth Network Inc. | 1,128 | $218.9K | 0.14% | +1,128 | New |
| Wealth Dimensions Group, Ltd. | 1,133 | $219.8K | 0.09% | +1,133 | New |
| Crewe Advisors LLC | 1,133 | $219.8K | 0.03% | −126−10.0% | Reduced |
| Ascent Group, LLC | 1,133 | $219.8K | 0.02% | +1,133 | New |
| Farther Finance Advisors, LLC | 1,136 | $220.3K | 0.06% | −6−0.5% | Reduced |
| Welch Group, LLC | 1,139 | $221.0K | 0.01% | +1,139 | New |
| Holderness Investments Co | 1,142 | $221.5K | 0.09% | +1,142 | New |
| Jacobsen Capital Management | 1,143 | $221.7K | 0.12% | +1,143 | New |
| RMB Capital Management, LLC | 1,145 | $222.1K | 0.01% | +1,145 | New |
| Fulcrum Capital LLC | 1,151 | $223.3K | 0.06% | +1,151 | New |
| Bond & Devick Financial Network, Inc. | 1,151 | $223.3K | 0.14% | +1,151 | New |
| Edge Capital Group, LLC | 1,151 | $223.3K | 0.01% | −73−6.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,153 | $223.7K | 0.04% | −225−16.3% | Reduced |
| Planning Center, Inc. | 1,178 | $225.0K | 0.06% | −30−2.5% | Reduced |
| Equitable Trust Co | 1,160 | $225.0K | 0.02% | +1,160 | New |
| Private Capital Management LLC | 1,164 | $225.9K | 0.07% | +1,164 | New |
| West Branch Capital LLC | 1,169 | $226.7K | 0.13% | +2+0.2% | Added |
| Garrett Investment Advisors LLC | 1,175 | $227.9K | 0.04% | −50−4.1% | Reduced |
| Act Wealth Management, LLC | 1,179 | $228.7K | 0.14% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,180 | $229.0K | 0.16% | +35+3.1% | Added |
| CIC Wealth, LLC | 1,182 | $229.3K | 0.09% | +30+2.6% | Added |
| Avaii Wealth Management, LLC | 1,185 | $229.9K | 0.20% | +1,185 | New |
| Mayport, LLC | 1,188 | $230.4K | 0.14% | +1,188 | New |
| Shakespeare Wealth Management, Inc. | 1,190 | $230.8K | 0.08% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,193 | $231.4K | 0.06% | +1,193 | New |
| Cassaday & Co Wealth Management LLC | 1,196 | $231.9K | 0.01% | +1,196 | New |
| Philadelphia Trust Co | 1,194 | $232.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 1,199 | $232.6K | 0.04% | −51−4.1% | Reduced |
| Tranquility Partners, LLC | 1,201 | $233.0K | 0.11% | +1,201 | New |
| Capital Advisors, Ltd. LLC | 1,201 | $233.0K | 0.04% | +46+4.0% | Added |
| Lifestyle Asset Management, Inc. | 1,202 | $233.2K | 0.16% | +46+4.0% | Added |
| Ellis Investment Partners, LLC | 1,202 | $233.2K | 0.06% | +8+0.7% | Added |
| Stephens Investment Management Group LLC | 1,203 | $233.4K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,205 | $233.8K | 0.01% | −481−28.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $234.5K | 0.22% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,210 | $234.7K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,214 | $235.5K | 0.14% | +17+1.4% | Added |
| Wealth Architects, LLC | 1,217 | $236.1K | 0.04% | +6+0.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,219 | $236.6K | 0.09% | +22+1.8% | Added |
| Nadler Financial Group, Inc. | 1,226 | $237.8K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,228 | $238.0K | 0.25% | +1,228 | New |
| Resurgent Financial Advisors LLC | 1,230 | $238.6K | 0.16% | −884−41.8% | Reduced |
| Berger Financial Group, Inc | 1,233 | $239.1K | 0.03% | +68+5.8% | Added |
| Aua Capital Management, LLC | 1,236 | $239.8K | 0.16% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,236 | $239.8K | 0.02% | +1,236 | New |
| Northside Capital Management, LLC | 1,242 | $240.9K | 0.06% | −375−23.2% | Reduced |
| First PREMIER Bank | 1,243 | $241.0K | 0.07% | −75−5.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,244 | $241.3K | 0.09% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,246 | $241.6K | 0.02% | −1,956−61.1% | Reduced |
| XTX Topco Ltd | 1,246 | $241.7K | 0.05% | +1,246 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,248 | $242.2K | 0.02% | +32+2.6% | Added |
| Nichols & Pratt Advisers LLP | 1,250 | $242.5K | 0.02% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 1,252 | $242.9K | 0.17% | +1,252 | New |
| Keystone Wealth Services, LLC | 1,254 | $243.2K | 0.10% | +10+0.8% | Added |
| Wealthquest Corp | 1,254 | $243.3K | 0.03% | −120−8.7% | Reduced |