Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 2,267 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,243 institutionsQ2 2022: 2,152 institutionsQ3 2022: 2,131 institutionsQ4 2022: 2,237 institutionsQ1 2023: 2,267 institutionsQ2 2023: 2,258 institutionsQ3 2023: 2,210 institutionsQ4 2023: 2,269 institutionsQ1 2024: 2,220 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2023: $100.1B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,220$76.3B
Q4 20232,269$80.8B
Q3 20232,210$78.9B
Q2 20232,258$91.0B
Q1 20232,267$100.1B
Q4 20222,237$89.6B
Q3 20222,131$83.8B
Q2 20222,152$95.3B
Q1 20222,243$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fulcrum Equity Management1,257$243.9K0.23%+1,257New
Clear Creek Financial Management, LLC1,257$243.9K0.05%+1,257New
Symphony Financial, Ltd. Co.1,277$244.1K0.06%−23−1.8%Reduced
Mirabella Financial Services LLP1,260$244.4K0.05%+1,260New
Charles Schwab Trust Co1,263$245.1K0.03%+1,263New
Key Financial Inc1,266$245.6K0.09%00.0%Unchanged
Madison Wealth Partners, Inc1,267$245.7K0.12%+8+0.6%Added
Derbend Asset Management1,267$245.8K0.18%+11+0.9%Added
BFT Financial Group, LLC1,276$247.6K0.04%+1,276New
Heartwood Wealth Advisors LLC1,284$249.1K0.04%+131+11.4%Added
Abacus Planning Group, Inc.1,285$249.3K0.06%+35+2.8%Added
Blue Barn Wealth, LLC1,286$249.5K0.15%−200−13.5%Reduced
Hudock, Inc.1,291$250.6K0.06%+7+0.5%Added
Tiemann Investment Advisors, LLC1,292$250.6K0.14%−55−4.1%Reduced
Chapin Davis, Inc.1,294$251.0K0.13%+1,294New
Wealth Effects LLC1,298$251.8K0.13%00.0%Unchanged
New Republic Capital, LLC1,300$252.1K0.19%+1,300New
Angeles Wealth Management, LLC1,300$252.2K0.04%+9+0.7%Added
Saxon Interests, Inc.1,302$252.6K0.14%+1,302New
Arthur M. Cohen & Associates, LLC1,303$252.8K0.07%00.0%Unchanged
FSM Wealth Advisors, LLC1,307$253.5K0.15%+9+0.7%Added
WBH Advisory Inc1,314$254.9K0.03%+1,314New
Northern Oak Wealth Management Inc1,318$255.7K0.03%+1,318New
626 Financial, LLC1,318$255.8K0.17%−395−23.1%Reduced
Apexium Financial, LP1,319$255.8K0.03%+1,319New
Aveo Capital Partners, LLC1,323$256.6K0.03%−5−0.4%Reduced
Horizon Family Wealth, Inc.1,325$257.0K0.27%+49+3.8%Added
Petra Financial Advisors Inc1,326$257.2K0.25%+1,326New
Independent Solutions Wealth Management, LLC1,326$257.2K0.08%−18−1.3%Reduced
Quantum Financial Advisors, LLC1,330$258.0K0.08%00.0%Unchanged
Oak Hill Wealth Advisors, LLC1,333$258.7K0.10%00.0%Unchanged
Northwest Wealth Management, LLC1,335$259.0K0.10%+168+14.4%Added
Newbridge Financial Services Group, Inc.1,336$259.2K0.14%−109−7.5%Reduced
Wedge Capital Management L L P1,337$259.4K0.00%+6+0.5%Added
Halbert Hargrove Global Advisors, LLC1,340$259.9K0.02%+186+16.1%Added
Wealth Quarterback LLC1,341$260.2K0.22%−47−3.4%Reduced
Shufro Rose & Co LLC1,350$261.9K0.02%−753−35.8%Reduced
Regents of the University of California1,350$261.9K0.05%00.0%Unchanged
NBW Capital LLC1,353$262.5K0.06%+166+14.0%Added
ELCO Management Co., LLC1,355$262.9K0.19%00.0%Unchanged
Bluesphere Advisors, LLC1,358$263.4K0.22%−233−14.6%Reduced
WealthPLAN Partners, LLC1,358$263.5K0.03%−577−29.8%Reduced
Epic Trust Investment Advisors, LLC1,358$263.6K0.33%+170+14.3%Added
Aspen Grove Capital, LLC1,359$263.7K0.12%+1,359New
E Fund Management Co., Ltd.1,360$264.0K0.02%−48−3.4%Reduced
Auxano Advisors, LLC1,363$264.4K0.11%00.0%Unchanged
Diversified, LLC1,364$264.5K0.09%+8+0.6%Added
Vestor Capital, LLC1,368$265.0K0.03%−62−4.3%Reduced
LWM Advisory Services, LLC1,368$265.4K0.28%+25+1.9%Added
Geller Advisors LLC1,371$266.0K0.04%+1,371New
LBMC Investment Advisors, LLC1,373$266.4K0.03%+12+0.9%Added
Dillon & Associates Inc1,388$269.0K0.05%+86+6.6%Added
Gill Capital Partners, LLC1,392$270.0K0.12%00.0%Unchanged
Bedel Financial Consulting, Inc.1,394$270.4K0.07%−27−1.9%Reduced
Southland Equity Partners LLC1,396$270.8K0.11%+36+2.6%Added
Carl P. Sherr & Co., LLC1,398$271.1K0.19%+1+0.1%Added
Quad-Cities Investment Group, LLC1,401$271.7K0.19%+4+0.3%Added
Mezzasalma Advisors, LLC1,403$272.2K0.19%00.0%Unchanged
Summit Financial Group Inc1,404$272.4K0.11%00.0%Unchanged
Becker Capital Management Inc1,405$272.6K0.01%+45+3.3%Added
Braun-Bostich & Associates Inc.1,407$272.9K0.65%+64+4.8%Added
Tucker Asset Management LLC1,408$273.2K0.08%+146+11.6%Added
Holistic Financial Partners1,409$273.3K0.21%+173+14.0%Added
Providence Wealth Advisors, LLC1,389$274.5K0.20%00.0%Unchanged
Colonial River Wealth Management, LLC1,416$274.7K0.16%−532−27.3%Reduced
Buffington Mohr McNeal1,419$275.3K0.06%00.0%Unchanged
Clear Street Markets LLC1,432$278.0K0.08%−2,433−62.9%Reduced
Wealthsource Partners, LLC1,439$279.2K0.02%+1+0.1%Added
EHP Funds Inc.1,440$279.3K0.06%−20,000−93.3%Reduced
Centurion Wealth Management LLC1,441$279.5K0.14%+10+0.7%Added
Capital Advisors Inc1,442$279.7K0.01%−24−1.6%Reduced
Maven Securities LTD1,443$279.9K0.04%−597−29.3%Reduced
ING Groep NV1,447$280.7K0.00%+1,447New
Garden State Investment Advisory Services LLC1,450$281.2K0.14%+3+0.2%Added
Glassman Wealth Services1,452$281.7K0.05%+109+8.1%Added
Hall Laurie J Trustee1,450$282.0K0.12%−50−3.3%Reduced
Brandywine Oak Private Wealth LLC1,454$282.1K0.03%−27−1.8%Reduced
FSB Premier Wealth Management, Inc.1,455$282.3K0.16%+1,455New
Sunburst Financial Group, LLC1,458$282.8K0.10%−91−5.9%Reduced
Harvey Investment Co LLC1,458$283.0K0.04%00.0%Unchanged
Alpha Family Trust1,465$284.2K0.23%00.0%Unchanged
Folger Nolan Fleming Douglas Capital Management, Inc1,471$285.0K0.03%−512−25.8%Reduced
Perfromance Wealth Partners, LLC1,470$285.2K0.01%−51−3.4%Reduced
Sanders Morris Harris LLC1,470$285.2K0.10%+1,470New
Fortitude Advisory Group L.L.C.1,471$285.3K0.22%+29+2.0%Added
Compass Financial Advisors LLC1,477$286.5K0.36%+4+0.3%Added
Means Investment Co., Inc.1,478$286.7K0.05%+15+1.0%Added
Berkeley Capital Partners, LLC1,495$289.9K0.11%+5+0.3%Added
Rbo & Co LLC1,500$291.0K0.05%00.0%Unchanged
Dodge & Cox1,500$291.0K0.00%+1,500New
Renasant Bank1,505$292.0K0.23%+1,505New
CWS Financial Advisors, LLC1,505$292.0K0.12%+255+20.4%Added
Teza Capital Management LLC1,506$292.1K0.06%−2,379−61.2%Reduced
Delphia (USA) Inc.1,510$292.9K0.36%+1,510New
Everhart Financial Group, Inc.1,515$293.9K0.13%+284+23.1%Added
Davidson Investment Advisors1,518$294.5K0.02%00.0%Unchanged
Essex LLC1,703$296.0K0.09%00.0%Unchanged
EPG Wealth Management LLC1,533$297.3K0.09%+4+0.3%Added
Coyle Financial Counsel LLC1,535$297.8K0.14%+5+0.3%Added
Brown, Lisle/Cummings, Inc.1,535$297.8K0.15%+100+7.0%Added