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 |
|---|---|---|---|---|---|
| SWS Partners | 13,444 | $2.61M | 0.97% | −944−6.6% | Reduced |
| Arden Trust Co | 13,436 | $2.61M | 0.47% | −2,844−17.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,432 | $2.61M | 0.18% | +1,823+15.7% | Added |
| BTC Capital Management, Inc. | 13,401 | $2.60M | 0.30% | −135−1.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,384 | $2.60M | 0.78% | +193+1.5% | Added |
| Integrated Advisors Network LLC | 13,365 | $2.59M | 0.16% | +478+3.7% | Added |
| Trust Co of Vermont | 13,358 | $2.59M | 0.18% | +336+2.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 13,348 | $2.59M | 2.24% | −100−0.7% | Reduced |
| Forte Capital LLC | 13,299 | $2.58M | 0.39% | −35−0.3% | Reduced |
| Knuff & Co LLC | 13,218 | $2.56M | 1.02% | +13,124+13,961.7% | Added |
| Canandaigua National Bank & Trust Co | 13,154 | $2.55M | 0.43% | +13,154 | New |
| AMG National Trust Bank | 13,102 | $2.54M | 0.09% | −18−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 13,101 | $2.54M | 0.30% | −2,432−15.7% | Reduced |
| Institute for Wealth Management, LLC. | 13,010 | $2.52M | 0.49% | −206−1.6% | Reduced |
| Arrow Financial Corp | 12,993 | $2.52M | 0.33% | −93−0.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 12,948 | $2.51M | 1.63% | +12,848+12,848.0% | Added |
| Eqis Capital Management, Inc. | 12,935 | $2.51M | 0.28% | +8,403+185.4% | Added |
| Bailard, Inc. | 12,866 | $2.50M | 0.09% | −221−1.7% | Reduced |
| SkyOak Wealth, LLC | 12,866 | $2.50M | 0.76% | −572−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,850 | $2.49M | 0.28% | −161−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 12,787 | $2.48M | 0.14% | +51+0.4% | Added |
| Rockland Trust Co | 12,651 | $2.45M | 0.15% | −1,205−8.7% | Reduced |
| Nomura Holdings Inc | 12,642 | $2.45M | 0.02% | −4,987−28.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,634 | $2.45M | 0.02% | +289+2.3% | Added |
| Tealwood Asset Management Inc | 12,632 | $2.45M | 1.25% | −222−1.7% | Reduced |
| ProVise Management Group, LLC | 12,567 | $2.44M | 0.23% | −341−2.6% | Reduced |
| First Dallas Securities Inc. | 12,566 | $2.44M | 1.44% | −1,625−11.5% | Reduced |
| Benedetti & Gucer, Inc. | 12,515 | $2.43M | 1.39% | −16−0.1% | Reduced |
| Rossmore Private Capital | 12,503 | $2.43M | 0.38% | −250−2.0% | Reduced |
| Cypress Capital, LLC | 12,447 | $2.41M | 0.76% | +518+4.3% | Added |
| Howland Capital Management LLC | 12,432 | $2.41M | 0.15% | −35−0.3% | Reduced |
| Park Avenue Securities LLC | 12,385 | $2.40M | 0.04% | +1,647+15.3% | Added |
| Azzad Asset Management Inc | 12,371 | $2.40M | 0.34% | +227+1.9% | Added |
| Richard Bernstein Advisors LLC | 12,349 | $2.40M | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12,318 | $2.39M | 1.25% | +581+5.0% | Added |
| Terry L. Blaker | 12,317 | $2.39M | 0.21% | +728+6.3% | Added |
| Auto-Owners Insurance Co | 12,300 | $2.39M | 0.08% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 12,276 | $2.38M | 1.50% | −58−0.5% | Reduced |
| Banque Pictet & Cie SA | 12,268 | $2.38M | 0.02% | −650−5.0% | Reduced |
| Old National Bancorp | 12,232 | $2.37M | 0.07% | −17−0.1% | Reduced |
| Wealth Alliance | 12,222 | $2.37M | 0.38% | +1,214+11.0% | Added |
| Clearstead Advisors, LLC | 12,188 | $2.36M | 0.17% | +3,492+40.2% | Added |
| Perigon Wealth Management, LLC | 12,152 | $2.36M | 0.13% | +288+2.4% | Added |
| Mountain Capital Investment Advisors, Inc | 12,278 | $2.35M | 1.03% | +654+5.6% | Added |
| Northeast Financial Consultants Inc | 12,044 | $2.34M | 0.15% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,043 | $2.34M | 0.10% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 11,986 | $2.33M | 0.28% | +6,033+101.3% | Added |
| Investment Management Corp of Ontario | 11,945 | $2.32M | 0.10% | −3,930−24.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,932 | $2.31M | 0.87% | −13−0.1% | Reduced |
| Mengis Capital Management, Inc. | 11,903 | $2.31M | 0.49% | −1,028−7.9% | Reduced |
| L.M. Kohn & Company | 11,880 | $2.30M | 0.96% | −348−2.8% | Reduced |
| Am Investment Strategies LLC | 11,863 | $2.30M | 0.79% | +22+0.2% | Added |
| Cooke & Bieler LP | 11,856 | $2.30M | 0.02% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 11,840 | $2.30M | 0.83% | −245−2.0% | Reduced |
| Gifford Fong Associates | 11,800 | $2.29M | 0.60% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,667 | $2.26M | 0.24% | −1,417−10.8% | Reduced |
| BerganKDV Wealth Management, LLC | 11,641 | $2.26M | 0.23% | +97+0.8% | Added |
| Financial Partners Group, LLC | 11,638 | $2.26M | 1.18% | +107+0.9% | Added |
| Central Trust Co | 11,588 | $2.25M | 0.07% | −58−0.5% | Reduced |
| Mutual Advisors, LLC | 11,489 | $2.23M | 0.09% | +226+2.0% | Added |
| CAPROCK Group, Inc. | 11,425 | $2.22M | 0.17% | +2,048+21.8% | Added |
| Pensionfund Sabic | 11,400 | $2.21M | 0.77% | −600−5.0% | Reduced |
| Slow Capital, Inc. | 11,396 | $2.21M | 0.41% | +1,910+20.1% | Added |
| Excalibur Management Corp | 11,367 | $2.21M | 1.14% | −113−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 11,359 | $2.20M | 0.25% | +1,630+16.8% | Added |
| Hunter Associates Investment Management LLC | 11,232 | $2.18M | 0.47% | −1,100−8.9% | Reduced |
| Loudon Investment Management, LLC | 11,207 | $2.17M | 1.51% | +56+0.5% | Added |
| Hedges Asset Management LLC | 11,200 | $2.17M | 1.84% | −228−2.0% | Reduced |
| Capstone Investment Advisors, LLC | 11,138 | $2.16M | 0.07% | −5,516−33.1% | Reduced |
| Arjuna Capital | 11,119 | $2.16M | 0.85% | −10,179−47.8% | Reduced |
| Beacon Investment Advisors LLC | 11,112 | $2.16M | 1.57% | +203+1.9% | Added |
| Commerzbank Aktiengesellschaft | 11,101 | $2.15M | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,093 | $2.15M | 0.12% | +1,452+15.1% | Added |
| Private Trust Co NA | 11,089 | $2.15M | 0.29% | +731+7.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.13M | 1.61% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,424 | $2.13M | 0.97% | +140+1.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 10,956 | $2.13M | 1.16% | −74−0.7% | Reduced |
| Global Retirement Partners, LLC | 12,080 | $2.12M | 0.11% | +1,237+11.4% | Added |
| BKD Wealth Advisors, LLC | 10,934 | $2.12M | 0.07% | −44−0.4% | Reduced |
| Zurich Insurance Group Ltd | 10,900 | $2.11M | 0.03% | +10,900 | New |
| Caliber Wealth Management, LLC | 10,889 | $2.11M | 1.58% | +658+6.4% | Added |
| Hilltop Holdings Inc. | 10,872 | $2.11M | 0.29% | +1,353+14.2% | Added |
| Cornerstone Investment Partners, LLC | 10,777 | $2.09M | 0.14% | −12−0.1% | Reduced |
| Deane Retirement Strategies, Inc. | 10,741 | $2.08M | 1.15% | +43+0.4% | Added |
| Exos TFP Holdings LLC | 10,710 | $2.08M | 0.52% | +5,602+109.7% | Added |
| Gabelli Funds LLC | 10,675 | $2.07M | 0.02% | −550−4.9% | Reduced |
| Neville Rodie & Shaw Inc | 10,560 | $2.05M | 0.19% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,554 | $2.05M | 0.05% | +1,305+14.1% | Added |
| Modus Advisors, LLC | 10,538 | $2.04M | 0.94% | +60+0.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,537 | $2.04M | 1.44% | −50−0.5% | Reduced |
| Cantor Fitzgerald, L. P. | 10,507 | $2.04M | 0.04% | −68,801−86.8% | Reduced |
| Horan Securities, Inc. | 10,505 | $2.04M | 1.05% | +148+1.4% | Added |
| Sandy Spring Bank | 10,287 | $2.00M | 0.11% | −83−0.8% | Reduced |
| Norway Savings Bank | 10,282 | $1.99M | 1.01% | −40−0.4% | Reduced |
| Convergence Investment Partners, LLC | 10,258 | $1.99M | 1.17% | +20.0% | Added |
| WSFS Capital Management, LLC | 10,255 | $1.99M | 0.21% | +41+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 10,176 | $1.97M | 0.21% | 00.0% | Unchanged |
| Intrua Financial, LLC | 11,702 | $1.97M | 0.41% | +8,469+262.0% | Added |
| Wimmer Associates 1, LLC | 11,665 | $1.97M | 1.26% | −616−5.0% | Reduced |
| United Community Bank | 10,141 | $1.97M | 1.86% | +145+1.5% | Added |