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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,556 | $689.8K | 0.64% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,556 | $689.9K | 0.42% | −524−12.8% | Reduced |
| Catalyst Financial Partners LLC | 3,557 | $690.0K | 0.30% | +2,179+158.1% | Added |
| Baker Ellis Asset Management LLC | 3,560 | $690.6K | 0.12% | −50−1.4% | Reduced |
| Pathway Financial Advisors LLC | 3,560 | $690.6K | 0.23% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,568 | $692.2K | 0.09% | +238+7.1% | Added |
| Versant Capital Management, Inc | 3,571 | $692.7K | 0.23% | +18+0.5% | Added |
| IFG Advisors, LLC | 3,576 | $693.8K | 0.27% | +11+0.3% | Added |
| Summit Asset Management, LLC | 3,579 | $694.4K | 0.19% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 3,592 | $696.8K | 0.53% | +10.0% | Added |
| Corrado Advisors, LLC | 3,597 | $697.8K | 0.46% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,598 | $698.0K | 0.38% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,604 | $699.1K | 0.07% | +1,159+47.4% | Added |
| SFMG, LLC | 3,617 | $701.7K | 0.08% | +107+3.0% | Added |
| Terra Nova Asset Management LLC | 3,629 | $704.0K | 0.69% | −84−2.3% | Reduced |
| Thomasville National Bank | 3,632 | $704.6K | 0.07% | +189+5.5% | Added |
| Atlas Private Wealth Management | 3,645 | $707.1K | 0.43% | +108+3.1% | Added |
| Grandview Asset Management LLC | 3,649 | $708.0K | 0.42% | −462−11.2% | Reduced |
| Liberty Capital Management, Inc. | 3,654 | $708.8K | 0.23% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,655 | $709.1K | 0.38% | +131+3.7% | Added |
| Claro Advisors LLC | 3,661 | $710.1K | 0.21% | +33+0.9% | Added |
| Maltin Wealth Management, Inc. | 3,670 | $711.9K | 0.51% | −28−0.8% | Reduced |
| Wilkinson Global Asset Management LLC | 3,677 | $713.3K | 0.06% | −350−8.7% | Reduced |
| Summit Trail Advisors, LLC | 3,679 | $713.7K | 0.03% | +1,028+38.8% | Added |
| Wedmont Private Capital | 3,752 | $713.9K | 0.09% | +651+21.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,686 | $715.0K | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 3,707 | $719.1K | 0.24% | −115−3.0% | Reduced |
| Morse Asset Management, Inc | 3,711 | $720.0K | 0.24% | +3,711 | New |
| Glen Eagle Advisors, LLC | 3,725 | $722.6K | 0.18% | −425−10.2% | Reduced |
| Curbstone Financial Management Corp | 3,732 | $724.0K | 0.18% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,708 | $726.0K | 0.13% | −89−2.3% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,880 | $726.8K | 0.54% | +495+14.6% | Added |
| Resonant Capital Advisors, LLC | 3,768 | $731.0K | 0.08% | +291+8.4% | Added |
| Tradewinds, LLC. | 3,771 | $731.6K | 0.44% | +3,771 | New |
| First Affirmative Financial Network | 3,777 | $732.6K | 0.85% | −180−4.5% | Reduced |
| Jeppson Wealth Management, LLC | 3,779 | $733.1K | 0.32% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 3,783 | $733.8K | 0.19% | +2+0.1% | Added |
| Field & Main Bank | 3,785 | $734.2K | 0.44% | +195+5.4% | Added |
| West Michigan Advisors, LLC | 3,790 | $735.2K | 0.42% | +2,407+174.0% | Added |
| S&CO Inc | 3,795 | $736.0K | 0.06% | −335−8.1% | Reduced |
| Hengehold Capital Management LLC | 3,803 | $737.8K | 0.10% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,841 | $745.1K | 0.61% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,809 | $746.1K | 0.04% | −17−0.4% | Reduced |
| Patten Group, Inc. | 3,869 | $750.6K | 0.23% | +238+6.6% | Added |
| Tobam | 3,883 | $753.0K | 0.05% | −238−5.8% | Reduced |
| Profit Investment Management, LLC | 3,893 | $755.2K | 0.50% | −344−8.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,967 | $756.1K | 0.32% | +1,089+37.8% | Added |
| Wealth Advisory Solutions, LLC | 3,920 | $760.4K | 0.20% | −19,636−83.4% | Reduced |
| Royal Capital Wealth Management, LLC | 3,969 | $770.0K | 0.78% | +569+16.7% | Added |
| Drive Wealth Management, LLC | 3,974 | $770.9K | 0.32% | +203+5.4% | Added |
| Altus Wealth Group LLC | 3,975 | $771.1K | 0.52% | −100−2.5% | Reduced |
| Americana Partners, LLC | 3,978 | $771.7K | 0.12% | +3,978 | New |
| Kanawha Capital Management LLC | 3,993 | $774.6K | 0.07% | −149−3.6% | Reduced |
| Wealthspire Advisors, LLC | 4,004 | $776.8K | 0.01% | −1,676−29.5% | Reduced |
| Elk River Wealth Management, LLC | 4,014 | $778.7K | 0.18% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,101 | $780.2K | 0.32% | −28−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,022 | $780.3K | 0.02% | −349−8.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,048 | $785.2K | 0.03% | +377+10.3% | Added |
| Barr E S & Co | 4,077 | $790.9K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 4,086 | $792.7K | 0.06% | +88+2.2% | Added |
| Signet Financial Management, LLC | 4,095 | $794.3K | 0.13% | +28+0.7% | Added |
| Liberty Wealth Management LLC | 4,095 | $794.5K | 0.16% | +4,095 | New |
| Community Bank & Trust, Waco, Texas | 4,105 | $796.0K | 0.25% | −16−0.4% | Reduced |
| Trustco Bank Corp N Y | 4,110 | $797.3K | 0.88% | −200−4.6% | Reduced |
| S.A. Mason LLC | 4,111 | $797.5K | 0.58% | 00.0% | Unchanged |
| Vista Investment Management | 4,112 | $797.8K | 0.42% | +330+8.7% | Added |
| Continuum Advisory, LLC | 4,118 | $798.8K | 0.14% | +99+2.5% | Added |
| SC&H Financial Advisors, Inc. | 4,120 | $799.3K | 0.29% | +4,120 | New |
| SRN Advisors, LLC | 4,185 | $799.7K | 0.73% | +1,015+32.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,128 | $800.8K | 0.13% | −60−1.4% | Reduced |
| Greenwich Wealth Management LLC | 4,136 | $802.0K | 0.09% | +17+0.4% | Added |
| LVW Advisors, LLC | 4,148 | $804.6K | 0.16% | −662−13.8% | Reduced |
| Salvus Wealth Management, LLC | 4,183 | $811.5K | 0.66% | +85+2.1% | Added |
| Geneos Wealth Management Inc. | 4,189 | $812.6K | 0.05% | −1,084−20.6% | Reduced |
| Verus Capital Partners, LLC | 4,191 | $813.1K | 0.13% | +472+12.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,192 | $813.2K | 0.66% | −757−15.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,196 | $814.0K | 0.11% | −419−9.1% | Reduced |
| IVC Wealth Advisors LLC | 4,207 | $816.0K | 0.58% | −1,499−26.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,219 | $819.3K | 0.07% | +4,219 | New |
| Dividend Assets Capital, LLC | 4,720 | $820.0K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 4,247 | $823.8K | 0.09% | +1,284+43.3% | Added |
| Cohen Capital Management, Inc. | 4,250 | $824.5K | 0.17% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,861 | $827.6K | 0.26% | −349−6.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,282 | $830.7K | 0.08% | −133−3.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,283 | $830.9K | 0.50% | −9−0.2% | Reduced |
| True Wealth Design, LLC | 4,284 | $831.1K | 0.35% | +4,247+11,478.4% | Added |
| Simon Quick Advisors, LLC | 4,293 | $832.9K | 0.09% | +488+12.8% | Added |
| Concord Wealth Partners | 4,294 | $833.1K | 0.24% | +1,048+32.3% | Added |
| Aptus Capital Advisors, LLC | 4,303 | $835.4K | 0.02% | −9,280−68.3% | Reduced |
| Cookson Peirce & Co Inc | 4,318 | $838.0K | 0.05% | +1,798+71.3% | Added |
| Asset Allocation & Management Company, LLC | 4,342 | $842.0K | 0.34% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,344 | $842.7K | 0.02% | +99+2.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,344 | $842.7K | 0.17% | +292+7.2% | Added |
| McKinley Capital Management LLC /Delaware | 4,406 | $854.7K | 0.11% | +4,406 | New |
| Annex Advisory Services, LLC | 4,410 | $855.5K | 0.05% | −23−0.5% | Reduced |
| Souders Financial Advisors | 4,439 | $861.1K | 0.18% | +4,439 | New |
| WestHill Financial Advisors, Inc. | 4,444 | $862.1K | 0.26% | −99−2.2% | Reduced |
| V-Square Quantitative Management LLC | 4,445 | $862.3K | 0.79% | +4,445 | New |
| Investors Asset Management of Georgia Inc | 4,447 | $862.7K | 0.46% | −50−1.1% | Reduced |
| Cim, LLC | 4,468 | $866.7K | 0.17% | +4,468 | New |