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 |
|---|---|---|---|---|---|
| Baker Boyer National Bank | 1,547 | $300.1K | 0.12% | −556−26.4% | Reduced |
| Aire Advisors, LLC | 1,546 | $300.1K | 0.08% | −50−3.1% | Reduced |
| Boltwood Capital Management | 1,551 | $300.9K | 0.11% | +66+4.4% | Added |
| Pacific Sage Partners, LLC | 1,552 | $301.1K | 0.10% | +6+0.4% | Added |
| Clear Harbor Asset Management, LLC | 1,554 | $301.5K | 0.03% | +1,554 | New |
| Quadrant Private Wealth Management, LLC | 1,555 | $301.7K | 0.09% | −50−3.1% | Reduced |
| AlphaStar Capital Management, LLC | 1,751 | $304.3K | 0.03% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,576 | $305.7K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,589 | $307.5K | 0.05% | +34+2.2% | Added |
| Chilton Investment Co LLC | 1,591 | $308.6K | 0.01% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,591 | $308.6K | 0.13% | +130+8.9% | Added |
| Encompass Wealth Advisors, LLC | 1,592 | $308.8K | 0.11% | −317−16.6% | Reduced |
| Abacus Wealth Partners, LLC | 1,759 | $309.2K | 0.10% | +1,759 | New |
| Transparent Wealth Partners LLC | 1,595 | $309.4K | 0.23% | +14+0.9% | Added |
| Invictus Private Wealth, LLC | 1,597 | $309.8K | 0.04% | +60+3.9% | Added |
| Kercheville Advisors, LLC | 1,601 | $310.6K | 0.21% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,602 | $310.7K | 0.04% | +128+8.7% | Added |
| German American Bancorp, Inc. | 1,603 | $311.0K | 0.05% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,604 | $311.2K | 0.07% | −1−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,607 | $311.8K | 0.19% | +14+0.9% | Added |
| LexAurum Advisors, LLC | 1,609 | $312.2K | 0.10% | −19−1.2% | Reduced |
| Osborne Partners Capital Management, LLC | 1,614 | $313.1K | 0.02% | −30−1.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,615 | $313.3K | 0.23% | +1,335+476.8% | Added |
| Icapital Wealth LLC | 1,617 | $313.7K | 0.21% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,806 | $314.0K | 0.08% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,618 | $314.0K | 0.26% | −94−5.5% | Reduced |
| Beaumont Financial Advisors, LLC | 1,623 | $314.9K | 0.03% | +20+1.2% | Added |
| Semus Wealth Partners LLC | 1,627 | $315.6K | 0.34% | +205+14.4% | Added |
| Chartwell Investment Partners, LLC | 1,631 | $316.0K | 0.01% | −43,297−96.4% | Reduced |
| Reitz Capital Advisors LLC | 1,629 | $316.0K | 0.29% | −225−12.1% | Reduced |
| Balyasny Asset Management LLC | 1,630 | $316.2K | 0.00% | +1,630 | New |
| Aspire Capital Advisors LLC | 1,649 | $319.9K | 0.17% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,650 | $320.1K | 0.08% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,656 | $321.2K | 0.02% | +93+6.0% | Added |
| ASB Consultores, LLC | 1,658 | $321.6K | 0.13% | −4−0.2% | Reduced |
| TNF LLC | 1,804 | $324.4K | 0.15% | −88−4.7% | Reduced |
| West Bancorporation Inc | 1,673 | $324.5K | 0.25% | −70−4.0% | Reduced |
| Verity Asset Management, Inc. | 1,674 | $324.7K | 0.19% | −21−1.2% | Reduced |
| Innovis Asset Management LLC | 1,679 | $325.7K | 0.13% | +81+5.1% | Added |
| Montag & Caldwell, LLC | 1,682 | $326.3K | 0.04% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,683 | $326.5K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 1,685 | $326.9K | 0.23% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,687 | $327.3K | 0.27% | −12−0.7% | Reduced |
| NovaPoint Capital, LLC | 1,691 | $328.0K | 0.13% | −133−7.3% | Reduced |
| Lodestone Wealth Management LLC | 1,693 | $328.4K | 0.25% | +1+0.1% | Added |
| Trust Co of Kansas | 1,695 | $329.0K | 0.21% | −70−4.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,701 | $330.0K | 0.33% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,705 | $330.8K | 0.07% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,713 | $332.3K | 0.04% | −36−2.1% | Reduced |
| M. Kraus & Co | 1,716 | $332.9K | 0.12% | −17−1.0% | Reduced |
| Chase Investment Counsel Corp | 1,718 | $333.0K | 0.18% | +95+5.9% | Added |
| Rosenberg Matthew Hamilton | 1,722 | $334.0K | 0.11% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 2,026 | $335.0K | 0.33% | +2,026 | New |
| Sage Rhino Capital LLC | 1,730 | $335.6K | 0.10% | +133+8.3% | Added |
| MA Private Wealth | 1,731 | $335.9K | 0.08% | −1,091−38.7% | Reduced |
| Vigilare Wealth Management | 1,737 | $336.9K | 0.19% | +2+0.1% | Added |
| Key Client Fiduciary Advisors, LLC | 1,737 | $337.0K | 0.21% | +33+1.9% | Added |
| Advus Financial Partners, LLC | 1,739 | $337.4K | 0.14% | +66+3.9% | Added |
| Accel Wealth Management | 1,743 | $338.2K | 0.14% | −102−5.5% | Reduced |
| L2 Asset Management, LLC | 1,745 | $338.5K | 0.20% | +75+4.5% | Added |
| Simplicity Wealth,LLC | 1,749 | $339.3K | 0.23% | −3−0.2% | Reduced |
| Petrus Trust Company, LTA | 1,750 | $339.5K | 0.04% | +1,750 | New |
| Univest Financial Corp | 1,751 | $339.7K | 0.11% | +2+0.1% | Added |
| Vicus Capital | 1,751 | $339.8K | 0.04% | +96+5.8% | Added |
| Greenwood Gearhart Inc | 1,762 | $341.8K | 0.04% | −93−5.0% | Reduced |
| Money Concepts Capital Corp | 1,761 | $341.8K | 0.02% | −34,800−95.2% | Reduced |
| Wealth Advisors, Inc. | 1,781 | $342.7K | 0.16% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,768 | $343.2K | 0.23% | −250−12.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 1,769 | $343.2K | 0.20% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,778 | $344.9K | 0.01% | −10,976−86.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,778 | $344.9K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,789 | $347.2K | 0.05% | −254−12.4% | Reduced |
| FLC Capital Advisors | 1,791 | $347.4K | 0.11% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,791 | $347.5K | 0.25% | +1,791 | New |
| Goelzer Investment Management, Inc. | 1,792 | $347.6K | 0.03% | −100−5.3% | Reduced |
| Cladis Investment Advisory, LLC | 1,799 | $349.0K | 0.31% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,810 | $351.2K | 0.12% | +12+0.7% | Added |
| Callan Family Office, LLC | 1,814 | $351.9K | 0.09% | +1,814 | New |
| KCS Wealth Advisory | 1,819 | $352.9K | 0.13% | −1,011−35.7% | Reduced |
| HFR Wealth Management, LLC | 1,820 | $353.0K | 0.10% | −116−6.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,822 | $353.6K | 0.09% | −110−5.7% | Reduced |
| Strait & Sound Wealth Management LLC | 1,828 | $354.6K | 0.35% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,833 | $355.6K | 0.23% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,835 | $356.0K | 0.14% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,839 | $356.7K | 0.25% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,840 | $356.9K | 0.05% | −94−4.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,840 | $356.9K | 0.08% | +50+2.8% | Added |
| Bill Few Associates, Inc. | 1,845 | $357.9K | 0.20% | +300+19.4% | Added |
| Gillespie Robinson & Grimm Inc | 1,849 | $358.7K | 0.03% | +1,849 | New |
| West Family Investments, Inc. | 1,854 | $359.7K | 0.14% | +175+10.4% | Added |
| WMS Partners, LLC | 1,860 | $360.8K | 0.03% | +107+6.1% | Added |
| Texas Capital Bancshares Inc | 1,861 | $361.0K | 0.23% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,863 | $361.4K | 0.05% | −18−1.0% | Reduced |
| Corton Capital Inc. | 1,864 | $361.6K | 0.25% | +1,864 | New |
| N.E.W. Advisory Services LLC | 1,874 | $363.5K | 0.05% | +20+1.1% | Added |
| NEIRG Wealth Management, LLC | 1,875 | $363.7K | 0.06% | +1,875 | New |
| Lester Murray Antman dba SimplyRich | 1,879 | $364.0K | 0.14% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,875 | $364.0K | 0.14% | +75+4.2% | Added |
| Castleview Partners, LLC | 1,877 | $364.1K | 0.32% | +24+1.3% | Added |
| Fidelis Capital Partners, LLC | 2,074 | $364.5K | 0.15% | +2,074 | New |