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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 2,294 | $445.0K | 0.09% | +366+19.0% | Added |
| Aries Wealth Management | 2,296 | $445.4K | 0.18% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 2,300 | $446.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,301 | $446.4K | 0.00% | +171+8.0% | Added |
| TCWP LLC | 2,304 | $447.0K | 0.08% | −23−1.0% | Reduced |
| GenTrust, LLC | 2,312 | $448.5K | 0.03% | +2,312 | New |
| First National Advisers, LLC | 2,318 | $450.0K | 0.51% | −70−2.9% | Reduced |
| Gryphon Financial Partners LLC | 2,320 | $450.0K | 0.10% | −13−0.6% | Reduced |
| Founders Capital Management | 2,325 | $451.0K | 0.34% | −85−3.5% | Reduced |
| TRUE Private Wealth Advisors | 2,352 | $456.2K | 0.07% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,358 | $457.4K | 0.24% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,361 | $457.9K | 0.02% | −2,079−46.8% | Reduced |
| Morningstar Investment Management LLC | 2,365 | $459.0K | 0.07% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,368 | $459.4K | 0.03% | +104+4.6% | Added |
| NCM Capital Management, LLC | 2,369 | $460.0K | 0.34% | −8−0.3% | Reduced |
| McRae Capital Management Inc | 2,388 | $463.2K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,390 | $463.6K | 0.10% | +282+13.4% | Added |
| Atlas Brown,Inc. | 2,396 | $464.8K | 0.21% | +153+6.8% | Added |
| Garrison Bradford & Associates Inc | 2,400 | $466.0K | 0.58% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,401 | $466.0K | 0.07% | +41+1.7% | Added |
| First Citizens Bank & Trust Co | 2,405 | $466.5K | 0.01% | −521−17.8% | Reduced |
| Richard W. Paul & Associates, LLC | 2,410 | $467.6K | 0.22% | +144+6.4% | Added |
| Transatlantique Private Wealth LLC | 2,418 | $469.1K | 0.26% | +106+4.6% | Added |
| Proficio Capital Partners LLC | 2,421 | $469.7K | 0.07% | +32+1.3% | Added |
| Old Mission Investment Co LLC | 2,425 | $470.4K | 0.18% | −9−0.4% | Reduced |
| Elevated Capital Advisors, LLC | 2,429 | $471.2K | 0.17% | +39+1.6% | Added |
| Silverlake Wealth Management LLC | 2,430 | $471.3K | 0.29% | +2+0.1% | Added |
| Great Diamond Partners, LLC | 2,433 | $472.0K | 0.14% | −82−3.3% | Reduced |
| Somerset Trust Co | 2,435 | $472.4K | 0.20% | +12+0.5% | Added |
| Reynders McVeigh Capital Management, LLC | 2,437 | $473.0K | 0.03% | +370+17.9% | Added |
| Warren Averett Asset Management, LLC | 2,443 | $473.9K | 0.02% | −46−1.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,443 | $474.0K | 0.16% | +14+0.6% | Added |
| Concord Asset Management, LLC | 2,448 | $474.9K | 0.19% | +2,448 | New |
| Spirit of America Management Corp | 2,450 | $475.3K | 0.11% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 2,455 | $476.3K | 0.10% | +281+12.9% | Added |
| Washington Trust Bank | 2,459 | $477.0K | 0.05% | −4−0.2% | Reduced |
| New Hampshire Trust | 2,462 | $477.6K | 0.13% | −40−1.6% | Reduced |
| Navellier & Associates Inc | 2,466 | $478.4K | 0.10% | +65+2.7% | Added |
| Gallacher Capital Management LLC | 2,467 | $478.7K | 0.29% | −386−13.5% | Reduced |
| NTV Asset Management LLC | 2,470 | $479.2K | 0.09% | +3+0.1% | Added |
| Founders Capital Management, LLC | 2,475 | $480.1K | 0.12% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,477 | $480.4K | 0.05% | +275+12.5% | Added |
| Global Trust Asset Management, LLC | 2,483 | $481.8K | 0.23% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,485 | $482.1K | 0.09% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,487 | $482.5K | 0.16% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,496 | $482.8K | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,490 | $483.0K | 0.05% | −99−3.8% | Reduced |
| Krilogy Financial LLC | 2,493 | $483.7K | 0.04% | +1,049+72.6% | Added |
| Cambridge Trust Co | 2,501 | $485.2K | 0.02% | +108+4.5% | Added |
| Pacitti Group Inc. | 2,513 | $487.6K | 0.36% | −180−6.7% | Reduced |
| Richwood Investment Advisors, LLC | 2,516 | $488.1K | 0.49% | −191−7.1% | Reduced |
| Cape Investment Advisory, Inc. | 2,538 | $492.3K | 0.30% | +2,538 | New |
| Donoghue Forlines LLC | 2,539 | $492.5K | 0.18% | −2,665−51.2% | Reduced |
| Certified Advisory Corp | 2,539 | $492.6K | 0.09% | +539+27.0% | Added |
| Allstate Corp | 2,544 | $493.5K | 0.04% | −27,493−91.5% | Reduced |
| Skba Capital Management LLC | 2,550 | $494.7K | 0.09% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 2,554 | $495.5K | 0.39% | +59+2.4% | Added |
| Austin Asset Management Co Inc | 2,556 | $495.9K | 0.16% | +25+1.0% | Added |
| Clifford Group, LLC | 2,572 | $498.9K | 0.60% | +200+8.4% | Added |
| Adirondack Trust Co | 2,574 | $499.3K | 0.25% | +8+0.3% | Added |
| Indiana Trust & Investment Management CO | 2,575 | $499.5K | 0.27% | −204−7.3% | Reduced |
| Fairfield, Bush & Co. | 2,575 | $499.5K | 0.18% | +2,575 | New |
| LMG Wealth Partners, LLC | 2,577 | $499.9K | 0.16% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,578 | $500.1K | 0.02% | +172+7.1% | Added |
| Roberts Glore & Co Inc | 2,582 | $500.9K | 0.17% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,582 | $500.9K | 0.17% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,583 | $501.1K | 0.05% | −134−4.9% | Reduced |
| Accurate Wealth Management, LLC | 2,638 | $501.9K | 0.17% | +224+9.3% | Added |
| Delta Financial Advisors LLC | 2,588 | $502.1K | 0.24% | +6+0.2% | Added |
| Ogorek Anthony Joseph | 2,593 | $503.0K | 0.21% | +2,593 | New |
| Peavine Capital, LLC | 2,600 | $504.4K | 0.12% | 00.0% | Unchanged |
| Center For Asset Management LLC | 2,608 | $506.0K | 0.49% | +1,274+95.5% | Added |
| Westhampton Capital, LLC | 2,610 | $506.3K | 0.33% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,611 | $506.5K | 0.59% | −10−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 2,615 | $507.3K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 2,629 | $510.0K | 0.01% | −27−1.0% | Reduced |
| Mystic Asset Management, Inc. | 2,632 | $510.6K | 0.28% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,636 | $511.3K | 0.09% | +43+1.7% | Added |
| SignalPoint Asset Management, LLC | 2,639 | $512.0K | 0.17% | −35−1.3% | Reduced |
| Leisure Capital Management | 2,645 | $513.1K | 0.29% | +253+10.6% | Added |
| Opus Capital Group, LLC | 2,658 | $516.0K | 0.09% | −39−1.4% | Reduced |
| Suncoast Equity Management | 2,664 | $516.8K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,671 | $518.2K | 0.05% | +146+5.8% | Added |
| Silver Oak Securities, Inc | 2,674 | $519.0K | 0.09% | +350+15.1% | Added |
| Weatherly Asset Management L. P. | 2,695 | $522.8K | 0.07% | +50+1.9% | Added |
| Eudaimonia Advisors LLC | 2,697 | $523.2K | 0.35% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $523.6K | 0.33% | 00.0% | Unchanged |
| Clough Capital Partners L P | 2,700 | $523.8K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,707 | $525.1K | 0.44% | +1,130+71.7% | Added |
| Mechanics Financial Corp | 2,725 | $528.6K | 0.31% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,726 | $528.8K | 0.05% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 2,726 | $528.8K | 0.31% | +115+4.4% | Added |
| Davidson Trust Co | 2,733 | $530.2K | 0.41% | +100+3.8% | Added |
| MidWestOne Financial Group, Inc. | 2,733 | $530.2K | 0.12% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,951 | $530.7K | 0.16% | −159−5.1% | Reduced |
| waypoint wealth counsel | 2,737 | $531.0K | 0.41% | +50+1.9% | Added |
| Sweeney & Michel, LLC | 3,174 | $531.9K | 0.28% | +3,174 | New |
| Elgethun Capital Management | 2,763 | $532.2K | 0.17% | −152−5.2% | Reduced |
| Atlas Wealth LLC | 2,751 | $533.7K | 0.10% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,755 | $534.4K | 0.09% | −168−5.7% | Reduced |