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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 2,764 | $536.2K | 0.10% | +153+5.9% | Added |
| Register Financial Advisors LLC | 2,775 | $538.4K | 0.42% | +23+0.8% | Added |
| Alliance Wealth Advisors, LLC | 2,786 | $540.4K | 0.41% | −89−3.1% | Reduced |
| Cobblestone Capital Advisors LLC | 2,805 | $544.1K | 0.04% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,817 | $546.5K | 0.09% | −1,026−26.7% | Reduced |
| Ledyard National Bank | 2,834 | $549.8K | 0.06% | −17−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 2,838 | $550.5K | 0.14% | +231+8.9% | Added |
| Wealth Alliance Advisory Group, LLC | 2,846 | $552.0K | 0.21% | +94+3.4% | Added |
| Personal Cfo Solutions, LLC | 2,855 | $553.9K | 0.11% | −41−1.4% | Reduced |
| King Wealth | 2,861 | $555.0K | 0.12% | +10.0% | Added |
| Mill Creek Capital Advisors, LLC | 2,865 | $555.8K | 0.02% | −379−11.7% | Reduced |
| Strategic Wealth Designers | 2,870 | $556.7K | 0.10% | +211+7.9% | Added |
| Accuvest Global Advisors | 2,870 | $557.0K | 0.25% | −4,714−62.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,877 | $558.1K | 0.19% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,879 | $558.6K | 0.06% | +10.0% | Added |
| NWF Advisory Services Inc. | 3,121 | $559.3K | 0.13% | +3,121 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,885 | $559.7K | 0.11% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,890 | $560.6K | 0.09% | +2,890 | New |
| RB Capital Management, LLC | 2,892 | $561.1K | 0.18% | 00.0% | Unchanged |
| RDA Financial Network | 2,904 | $563.3K | 0.26% | +38+1.3% | Added |
| Thoroughbred Financial Services, LLC | 2,907 | $564.0K | 0.08% | +68+2.4% | Added |
| Corrigan Financial, Inc. | 2,917 | $565.9K | 0.19% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 2,919 | $566.3K | 0.33% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,926 | $567.6K | 0.11% | +2,926 | New |
| Vance Wealth, Inc. | 2,949 | $572.1K | 0.31% | +33+1.1% | Added |
| Guardian Wealth Advisors, LLC | 2,973 | $576.7K | 0.10% | +464+18.5% | Added |
| Strategic Wealth Partners, Ltd. | 2,975 | $577.1K | 0.09% | −192−6.1% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,987 | $579.5K | 0.16% | +10.0% | Added |
| Caxton Associates LP | 2,991 | $580.2K | 0.09% | +2,991 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,993 | $580.7K | 0.09% | −12−0.4% | Reduced |
| Blueprint Investment Partners LLC | 2,998 | $581.6K | 0.13% | −3,533−54.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,000 | $582.0K | 0.05% | 00.0% | Unchanged |
| Strategic Equity Management | 3,000 | $582.0K | 0.21% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 3,000 | $582.0K | 0.27% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,005 | $582.9K | 0.23% | +180+6.4% | Added |
| Center for Financial Planning, Inc. | 3,006 | $583.1K | 0.13% | −102−3.3% | Reduced |
| Harbour Capital Advisors, LLC | 3,009 | $583.7K | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,012 | $584.0K | 0.12% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 3,015 | $584.9K | 0.12% | +8+0.3% | Added |
| Magnolia Capital Management Ltd | 3,020 | $586.0K | 0.55% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,027 | $587.2K | 0.27% | −3−0.1% | Reduced |
| STAR Financial Bank | 3,044 | $590.5K | 0.57% | −66−2.1% | Reduced |
| Gray Wealth Management Inc. | 3,047 | $591.1K | 0.32% | +139+4.8% | Added |
| Wallace Advisory Group, LLC | 3,048 | $591.3K | 0.45% | +64+2.1% | Added |
| Choice Wealth Advisors, LLC | 3,049 | $591.6K | 0.43% | +15+0.5% | Added |
| E&G Advisors, LP | 3,062 | $594.0K | 0.22% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,070 | $594.7K | 0.16% | +21+0.7% | Added |
| Krane Funds Advisors LLC | 3,091 | $595.0K | 0.03% | −110−3.4% | Reduced |
| KWB Wealth | 3,433 | $596.8K | 0.11% | 00.0% | Unchanged |
| Burney Co | 3,089 | $599.2K | 0.03% | −211−6.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,102 | $601.7K | 0.19% | −83−2.6% | Reduced |
| Vigilant Capital Management, LLC | 3,107 | $603.0K | 0.05% | −104−3.2% | Reduced |
| Little House Capital LLC | 3,113 | $603.9K | 0.28% | −96−3.0% | Reduced |
| Kennedy Investment Group | 3,126 | $606.5K | 0.37% | −34−1.1% | Reduced |
| ERTS Wealth Advisors, LLC | 3,142 | $609.5K | 0.15% | −296−8.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $613.0K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 3,163 | $613.6K | 0.08% | −1,670−34.6% | Reduced |
| Provence Wealth Management Group | 3,165 | $614.0K | 0.41% | +948+42.8% | Added |
| Patten & Patten Inc | 3,184 | $617.7K | 0.05% | −22−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 3,196 | $620.0K | 0.14% | +76+2.4% | Added |
| Landmark Financial Advisors, LLC | 3,212 | $623.1K | 0.27% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,224 | $625.3K | 0.09% | +40+1.3% | Added |
| Montis Financial, LLC | 3,234 | $627.4K | 0.49% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,235 | $627.6K | 0.26% | +104+3.3% | Added |
| Golden State Equity Partners | 3,235 | $627.6K | 0.34% | +3,235 | New |
| Douglas Lane & Associates, LLC | 3,245 | $629.5K | 0.01% | −243−7.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,260 | $632.4K | 0.20% | +3,260 | New |
| River Street Advisors LLC | 3,268 | $634.0K | 0.62% | +169+5.5% | Added |
| Successful Portfolios LLC | 3,276 | $635.5K | 0.40% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,282 | $636.7K | 0.17% | +49+1.5% | Added |
| Brookfield Asset Management Inc. | 3,301 | $640.4K | 0.00% | −29,372−89.9% | Reduced |
| Viawealth, LLC | 3,308 | $641.7K | 0.51% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,329 | $645.8K | 0.18% | +24+0.7% | Added |
| Cornerstone Capital, Inc. | 3,332 | $646.4K | 0.08% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,346 | $649.1K | 0.62% | +408+13.9% | Added |
| Chesapeake Asset Management LLC | 3,356 | $651.0K | 0.60% | +3,356 | New |
| First Commonwealth Financial Corp | 3,359 | $651.6K | 0.23% | −147−4.2% | Reduced |
| GM Advisory Group, Inc. | 3,395 | $658.6K | 0.06% | −65−1.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,402 | $660.0K | 0.24% | −157−4.4% | Reduced |
| Montecito Bank & Trust | 3,404 | $660.3K | 0.16% | −199−5.5% | Reduced |
| First International Bank & Trust | 3,412 | $661.9K | 0.22% | −214−5.9% | Reduced |
| Capital Analysts, LLC | 3,423 | $664.0K | 0.04% | +276+8.8% | Added |
| First Nebraska Trust Co | 3,424 | $664.2K | 0.08% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,426 | $664.6K | 0.02% | +51+1.5% | Added |
| Roble, Belko & Company, Inc | 3,432 | $666.0K | 0.14% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,434 | $666.2K | 0.14% | +3,434 | New |
| Virtue Capital Management, LLC | 3,861 | $666.2K | 0.11% | −1,916−33.2% | Reduced |
| Ancora Advisors, LLC | 3,445 | $668.3K | 0.02% | −123−3.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,449 | $669.0K | 0.15% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,449 | $669.1K | 0.22% | +193+5.9% | Added |
| Powers Advisory Group, LLC | 3,460 | $671.1K | 0.47% | +69+2.0% | Added |
| Morris Retirement Advisors, LLC | 3,477 | $674.4K | 0.49% | +10.0% | Added |
| Busey Wealth Management | 3,479 | $674.9K | 0.03% | −53−1.5% | Reduced |
| Summit X, LLC | 3,483 | $675.4K | 0.17% | +90+2.7% | Added |
| Live Oak Investment Partners | – | $679.5K | 0.60% | – | – |
| Archer Investment Corp | 3,720 | $681.4K | 0.25% | +238+6.8% | Added |
| Family Legacy, Inc. | 3,519 | $682.6K | 0.29% | −20−0.6% | Reduced |
| Covenant Partners, LLC | 3,519 | $682.7K | 0.26% | −669−16.0% | Reduced |
| Kolinsky Wealth Management, LLC | 3,525 | $684.0K | 0.73% | −32−0.9% | Reduced |
| Retirement Guys Formula LLC | 3,546 | $688.0K | 0.49% | +111+3.2% | Added |