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 |
|---|---|---|---|---|---|
| Staley Capital Advisers Inc | 1,881 | $365.0K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 1,895 | $367.5K | 0.18% | −38−2.0% | Reduced |
| Schrum Private Wealth Management LLC | 1,896 | $367.8K | 0.42% | −38−2.0% | Reduced |
| MONECO Advisors, LLC | 1,899 | $368.3K | 0.11% | +1,899 | New |
| Buckley Wealth Management, LLC | 1,900 | $368.6K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $368.6K | 0.22% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,900 | $368.6K | 0.26% | +39+2.1% | Added |
| 180 Wealth Advisors, LLC | 1,914 | $371.2K | 0.09% | −73−3.7% | Reduced |
| Evoke Wealth, LLC | 1,918 | $372.0K | 0.01% | −64−3.2% | Reduced |
| Wealth Management Solutions, LLC | 1,918 | $372.1K | 0.21% | +10+0.5% | Added |
| Vista Capital Partners, Inc. | 1,920 | $372.5K | 0.05% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,923 | $373.0K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,924 | $373.2K | 0.28% | +1,924 | New |
| American Trust | 1,930 | $374.4K | 0.03% | +57+3.0% | Added |
| Davis R M Inc | 1,936 | $376.0K | 0.01% | −230−10.6% | Reduced |
| KRS Capital Management, LLC | 1,941 | $376.5K | 0.42% | −750−27.9% | Reduced |
| Shepherd Financial Partners LLC | 1,944 | $377.0K | 0.06% | +5+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,950 | $378.3K | 0.22% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,963 | $380.9K | 0.37% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,965 | $381.1K | 0.24% | −100−4.8% | Reduced |
| Bray Capital Advisors | 1,968 | $381.8K | 0.11% | +8+0.4% | Added |
| Strategy Asset Managers LLC | 1,983 | $384.7K | 0.09% | −174−8.1% | Reduced |
| Hamilton Capital, LLC | 1,984 | $384.9K | 0.02% | +525+36.0% | Added |
| Merriman Wealth Management, LLC | 1,984 | $384.9K | 0.02% | +34+1.7% | Added |
| Journey Advisory Group, LLC | 1,990 | $386.0K | 0.06% | +144+7.8% | Added |
| First City Capital Management, Inc. | 2,150 | $386.6K | 0.23% | −140−6.1% | Reduced |
| Red Wave Investments LLC | 1,993 | $386.6K | 0.16% | −19−0.9% | Reduced |
| RIA Advisory Group LLC | 1,994 | $386.8K | 0.18% | +1,994 | New |
| Smithfield Trust Co | 1,993 | $387.0K | 0.02% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,000 | $388.0K | 0.12% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $388.0K | 0.04% | +2,000 | New |
| Stokes Family Office, LLC | 2,001 | $388.2K | 0.05% | +137+7.3% | Added |
| Drake & Associates, LLC | 2,004 | $388.8K | 0.19% | −123−5.8% | Reduced |
| Benedict Financial Advisors Inc | 2,005 | $388.9K | 0.11% | +13+0.7% | Added |
| Caerus Investment Advisors, LLC | 2,006 | $389.1K | 0.45% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 2,007 | $389.3K | 0.20% | −79−3.8% | Reduced |
| Sittner & Nelson, LLC | 2,008 | $389.5K | 0.22% | +241+13.6% | Added |
| Latitude Advisors, LLC | 2,008 | $389.5K | 0.28% | +272+15.7% | Added |
| Investment Partners, Ltd. | 2,012 | $390.4K | 0.20% | +10+0.5% | Added |
| Gilman Hill Asset Management, LLC | 2,018 | $391.5K | 0.08% | −1,203−37.3% | Reduced |
| McIlrath & Eck, LLC | 2,020 | $391.9K | 0.09% | +92+4.8% | Added |
| Gateway Wealth Partners, LLC | 2,021 | $392.1K | 0.06% | +100+5.2% | Added |
| Howe & Rusling Inc | 2,023 | $392.4K | 0.05% | +5+0.2% | Added |
| Lane & Associates LLC | 2,024 | $392.5K | 0.35% | −64−3.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,026 | $393.0K | 0.10% | +272+15.5% | Added |
| Two Sigma Securities, LLC | 2,032 | $394.2K | 0.03% | −400−16.4% | Reduced |
| First Western Trust Bank | 2,033 | $394.4K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,037 | $395.2K | 0.05% | −51−2.4% | Reduced |
| Beaton Management Co. Inc. | 2,043 | $396.0K | 0.27% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 2,044 | $396.5K | 0.06% | −200−8.9% | Reduced |
| Fortis Group Advisors, LLC | 2,219 | $399.0K | 0.12% | +2,219 | New |
| Forza Wealth Management, LLC | 2,057 | $399.0K | 0.21% | +374+22.2% | Added |
| SRB Corp | 2,058 | $399.2K | 0.03% | −517−20.1% | Reduced |
| Darrow Company, Inc. | 2,059 | $399.6K | 0.37% | −35−1.7% | Reduced |
| Walker Financial Services, Inc. | 2,079 | $399.9K | 0.41% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,065 | $400.6K | 0.06% | −205−9.0% | Reduced |
| Lake Street Financial LLC | 2,065 | $400.6K | 0.07% | −78−3.6% | Reduced |
| AlphaMark Advisors, LLC | 2,066 | $401.0K | 0.18% | −1,330−39.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,067 | $401.0K | 0.14% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,082 | $403.9K | 0.29% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,087 | $404.9K | 0.07% | +2,087 | New |
| Two Sigma Advisers, LP | 2,100 | $407.4K | 0.00% | +2,100 | New |
| 3Chopt Investment Partners, LLC | 2,101 | $407.6K | 0.22% | +496+30.9% | Added |
| Investment Advisory Services Inc | 2,103 | $407.9K | 0.20% | +12+0.6% | Added |
| Thrive Capital Management, LLC | 2,140 | $409.0K | 0.26% | +793+58.9% | Added |
| Detalus Advisors, LLC | 2,111 | $409.5K | 0.20% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,118 | $410.9K | 0.30% | −470−18.2% | Reduced |
| Allen Capital Group, LLC | 2,128 | $412.8K | 0.08% | +2,128 | New |
| Cornell Pochily Investment Advisors, Inc. | 2,135 | $414.1K | 0.18% | +55+2.6% | Added |
| Alpha Financial Partners, LLC | 2,145 | $416.1K | 0.47% | +139+6.9% | Added |
| Alera Investment Advisors, LLC | 2,151 | $417.3K | 0.10% | +2,151 | New |
| BLB&B Advisors, LLC | 2,163 | $419.6K | 0.03% | +336+18.4% | Added |
| DuPont Capital Management Corp | 2,164 | $419.8K | 0.02% | −1,897−46.7% | Reduced |
| Salem Investment Counselors Inc | 2,164 | $419.8K | 0.02% | +561+35.0% | Added |
| Cornerstone Advisory, LLC | 2,169 | $420.8K | 0.08% | +40+1.9% | Added |
| Enterprise Financial Services Corp | 2,173 | $421.5K | 0.28% | −23−1.0% | Reduced |
| Atomi Financial Group, Inc. | 2,190 | $424.8K | 0.24% | +2,190 | New |
| Keel Point, LLC | 2,195 | $425.7K | 0.06% | +7+0.3% | Added |
| Cohen & Steers, Inc. | 2,194 | $426.0K | 0.00% | +406+22.7% | Added |
| First Heartland Consultants, Inc. | 2,198 | $426.4K | 0.06% | +162+8.0% | Added |
| Versor Investments LP | 2,200 | $426.8K | 0.06% | +400+22.2% | Added |
| Ti-Trust, Inc | 2,201 | $427.0K | 0.40% | 00.0% | Unchanged |
| Bank Ozk | 2,203 | $427.4K | 0.21% | −59−2.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,210 | $428.7K | 0.13% | −42−1.9% | Reduced |
| Cahaba Wealth Management, Inc. | 2,211 | $428.9K | 0.05% | −11−0.5% | Reduced |
| M Holdings Securities, Inc. | 2,215 | $430.0K | 0.04% | −167−7.0% | Reduced |
| MBL Wealth, LLC | 2,226 | $431.8K | 0.07% | +2,226 | New |
| Titleist Asset Management, LLC | 2,233 | $433.2K | 0.09% | +2,233 | New |
| Leavell Investment Management, Inc. | 2,237 | $434.0K | 0.03% | −50−2.2% | Reduced |
| O'Rourke & Company, Inc | 2,235 | $434.0K | 0.33% | +4+0.2% | Added |
| Tradition Wealth Management, LLC | 2,241 | $435.0K | 0.05% | +1,047+87.7% | Added |
| American National Bank | 2,245 | $435.5K | 0.08% | −3,072−57.8% | Reduced |
| Leonteq Securities AG | 2,251 | $436.7K | 0.04% | −3,299−59.4% | Reduced |
| US Asset Management LLC | 2,256 | $438.0K | 0.45% | −12−0.5% | Reduced |
| Balboa Wealth Partners | 2,268 | $440.0K | 0.17% | −19−0.8% | Reduced |
| Financial Management Professionals, Inc. | 2,274 | $441.0K | 0.09% | +190+9.1% | Added |
| Curi Capital | 2,274 | $441.0K | 0.06% | +6+0.3% | Added |
| Point72 Middle East FZE | 2,274 | $441.1K | 0.02% | +759+50.1% | Added |
| Cozad Asset Management Inc | 2,280 | $442.3K | 0.06% | 00.0% | Unchanged |
| Etfidea, LLC | 2,284 | $443.1K | 0.19% | 00.0% | Unchanged |