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
- 2,266
- +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
- 981 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 |
|---|---|---|---|---|---|
| Decatur Capital Management, Inc. | 10,124 | $1.96M | 1.48% | −1,909−15.9% | Reduced |
| Wrapmanager Inc | 10,093 | $1.96M | 0.60% | +1,383+15.9% | Added |
| Hudson Canyon Capital Management | 10,043 | $1.95M | 1.63% | +93+0.9% | Added |
| Intrust Bank NA | 10,005 | $1.94M | 0.25% | +2,625+35.6% | Added |
| Redwood Investment Management, LLC | 9,999 | $1.94M | 0.21% | +321+3.3% | Added |
| American Assets Investment Management, LLC | 10,000 | $1.94M | 0.22% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 9,978 | $1.94M | 1.44% | −56−0.6% | Reduced |
| Balentine LLC | 9,977 | $1.94M | 0.07% | +369+3.8% | Added |
| Twin Capital Management Inc | 9,934 | $1.93M | 0.26% | −638−6.0% | Reduced |
| Apollon Wealth Management, LLC | 9,918 | $1.92M | 0.12% | −842−7.8% | Reduced |
| ForthRight Wealth Management, LLC | 9,917 | $1.92M | 0.88% | +104+1.1% | Added |
| Advance Capital Management, Inc. | 9,871 | $1.91M | 0.34% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9,822 | $1.91M | 0.50% | +338+3.6% | Added |
| Aberdeen Wealth Management LLC | 9,793 | $1.90M | 1.42% | +20.0% | Added |
| Proquility Private Wealth Partners, LLC | 9,776 | $1.90M | 0.75% | −1,150−10.5% | Reduced |
| Matrix Trust Co | 9,724 | $1.89M | 0.51% | +9,724 | New |
| McKinley Carter Wealth Services, Inc. | 9,718 | $1.89M | 0.15% | +643+7.1% | Added |
| Phoenix Wealth Advisors | 9,710 | $1.88M | 1.17% | −65−0.7% | Reduced |
| Moneywise, Inc. | 9,701 | $1.88M | 1.22% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,683 | $1.88M | 0.20% | −342−3.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 9,578 | $1.86M | 1.74% | −460−4.6% | Reduced |
| TrimTabs Asset Management, LLC | 9,572 | $1.86M | 1.00% | +1,240+14.9% | Added |
| IHT Wealth Management, LLC | 9,534 | $1.85M | 0.11% | +155+1.7% | Added |
| Caldwell Trust Co | 9,502 | $1.84M | 0.26% | −164−1.7% | Reduced |
| High Net Worth Advisory Group LLC | 9,499 | $1.84M | 0.75% | 00.0% | Unchanged |
| Wahed Invest LLC | 9,478 | $1.84M | 0.79% | +14+0.1% | Added |
| Mitchell Sinkler & Starr | 9,465 | $1.84M | 0.54% | +2,091+28.4% | Added |
| Fundamentun, LLC | 9,455 | $1.83M | 0.31% | +343+3.8% | Added |
| Werlinich Asset Management, LLC | 9,405 | $1.82M | 1.60% | +45+0.5% | Added |
| Fayez Sarofim & Co | 9,306 | $1.81M | 0.01% | −546−5.5% | Reduced |
| Access Financial Services, Inc. | 9,190 | $1.78M | 1.08% | −689−7.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,184 | $1.78M | 0.56% | +32+0.3% | Added |
| Q Capital Solutions | 9,180 | $1.78M | 2.13% | +1,075+13.3% | Added |
| SPC Financial, Inc. | 9,171 | $1.78M | 0.20% | +9,171 | New |
| Compton Wealth Advisory Group, LLC | 9,161 | $1.78M | 0.61% | +3,833+71.9% | Added |
| Ameritas Investment Partners, Inc. | 9,082 | $1.76M | 0.07% | +20.0% | Added |
| LGT Fund Management Co Ltd. | 9,000 | $1.75M | 0.74% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 8,985 | $1.74M | 1.06% | −13−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 8,968 | $1.74M | 0.43% | −100−1.1% | Reduced |
| Nilsine Partners, LLC | 8,956 | $1.74M | 0.27% | +8,956 | New |
| Stoneridge Investment Partners LLC | 8,950 | $1.74M | 0.92% | −407−4.3% | Reduced |
| Financial Consulate, Inc | 8,946 | $1.74M | 0.61% | +57+0.6% | Added |
| Moloney Securities Asset Management, LLC | 8,944 | $1.74M | 0.32% | −77−0.9% | Reduced |
| Savant Capital, LLC | 8,929 | $1.73M | 0.03% | +2,585+40.7% | Added |
| Cigna Investments Inc | 8,912 | $1.73M | 0.35% | −194−2.1% | Reduced |
| Summit Financial, LLC | 8,908 | $1.73M | 0.15% | −273−3.0% | Reduced |
| Ingalls & Snyder LLC | 8,910 | $1.73M | 0.09% | +233+2.7% | Added |
| Equitable Holdings, Inc. | 8,877 | $1.72M | 0.03% | +1,908+27.4% | Added |
| G&S Capital LLC | 8,874 | $1.72M | 0.76% | +8,874 | New |
| Csenge Advisory Group | 8,860 | $1.72M | 0.12% | +1,482+20.1% | Added |
| Fund Management at Engine No. 1 LLC | 8,851 | $1.72M | 0.35% | +817+10.2% | Added |
| Chicago Trust Co NA | 8,850 | $1.72M | 0.43% | −1,708−16.2% | Reduced |
| Corundum Group, Inc. | 8,819 | $1.71M | 0.81% | +2,331+35.9% | Added |
| Petredis Investment Advisors LLC | 8,799 | $1.71M | 0.27% | −128−1.4% | Reduced |
| Pacific Global Investment Management CO | 8,798 | $1.71M | 0.37% | −183−2.0% | Reduced |
| Level Four Advisory Services, LLC | 8,791 | $1.71M | 0.11% | +3,385+62.6% | Added |
| Red Cedar Investment Management, LLC | 8,755 | $1.70M | 0.26% | +6,067+225.7% | Added |
| Royal Fund Management, LLC | 8,730 | $1.69M | 0.26% | +1,473+20.3% | Added |
| IMS Capital Management | 8,637 | $1.68M | 1.00% | +30.0% | Added |
| First Horizon Advisors, Inc. | 8,614 | $1.67M | 0.06% | −471−5.2% | Reduced |
| Applied Capital LLC | 8,586 | $1.67M | 1.65% | −298−3.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 8,577 | $1.66M | 0.51% | +596+7.5% | Added |
| Independent Financial Group, LLC | 8,515 | $1.65M | 0.13% | +334+4.1% | Added |
| Cornerstone Wealth Management, LLC | 8,514 | $1.65M | 0.16% | +8,514 | New |
| Trust Co of Virginia | 8,493 | $1.65M | 0.18% | +618+7.8% | Added |
| Schechter Investment Advisors, LLC | 8,472 | $1.64M | 0.15% | −853−9.1% | Reduced |
| Wolff Wiese Magana LLC | 8,451 | $1.64M | 1.33% | +119+1.4% | Added |
| Paralel Advisors LLC | 8,445 | $1.64M | 0.09% | +222+2.7% | Added |
| First Bank & Trust | 8,425 | $1.63M | 0.43% | +3,710+78.7% | Added |
| Banco Santander, S.A. | 8,421 | $1.63M | 0.02% | +8,421 | New |
| Gratus Capital LLC | 8,398 | $1.63M | 0.13% | −684−7.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,493 | $1.63M | 0.25% | +9,493 | New |
| AFS Financial Group, LLC | 8,386 | $1.63M | 1.09% | +40.0% | Added |
| Gries Financial LLC | 8,329 | $1.62M | 0.48% | −859−9.3% | Reduced |
| Belpointe Asset Management LLC | 8,312 | $1.61M | 0.09% | −1,272−13.3% | Reduced |
| DF Dent & Co Inc | 8,311 | $1.61M | 0.02% | +882+11.9% | Added |
| Group One Trading, L.P. | 8,286 | $1.61M | 0.08% | +8,286 | New |
| Carson Advisory Inc. | 8,183 | $1.59M | 1.41% | −512−5.9% | Reduced |
| ICA Group Wealth Management, LLC | 8,182 | $1.59M | 0.38% | +353+4.5% | Added |
| Transamerica Financial Advisors, Inc. | 8,178 | $1.59M | 0.21% | +252+3.2% | Added |
| Raleigh Capital Management Inc. | 8,167 | $1.58M | 0.78% | +4,180+104.8% | Added |
| Connectus Wealth, LLC | 8,081 | $1.57M | 0.04% | +1,198+17.4% | Added |
| Spears Abacus Advisors LLC | 8,076 | $1.57M | 0.14% | −71−0.9% | Reduced |
| Fiduciary Trust Co | 8,071 | $1.57M | 0.03% | −501−5.8% | Reduced |
| Davidson Capital Management Inc. | 8,065 | $1.56M | 0.95% | +1,014+14.4% | Added |
| Pearl River Capital, LLC | 8,061 | $1.56M | 0.25% | +8,061 | New |
| Parsons Capital Management Inc | 8,060 | $1.56M | 0.13% | +685+9.3% | Added |
| Voya Financial Advisors, Inc. | 8,154 | $1.56M | 0.19% | −521−6.0% | Reduced |
| Bigelow Investment Advisors, LLC | 8,032 | $1.56M | 0.90% | −231−2.8% | Reduced |
| Amplius Wealth Advisors, LLC | 8,027 | $1.56M | 0.22% | +138+1.7% | Added |
| RFG Advisory, LLC | 8,026 | $1.56M | 0.08% | −438−5.2% | Reduced |
| Financial Architects, Inc | 8,013 | $1.55M | 0.25% | −7−0.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.55M | 0.61% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 7,991 | $1.55M | 0.14% | −762−8.7% | Reduced |
| HighTower Trust Services, LTA | 8,488 | $1.54M | 0.15% | +200+2.4% | Added |
| Silvant Capital Management LLC | 7,923 | $1.54M | 0.10% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 7,903 | $1.53M | 0.19% | +2,683+51.4% | Added |
| Benjamin Edwards Inc | 7,866 | $1.53M | 0.37% | −389−4.7% | Reduced |
| Coppell Advisory Solutions LLC | 7,977 | $1.52M | 0.52% | +1,366+20.7% | Added |
| Coppell Advisory Solutions Corp. | 7,977 | $1.52M | 0.52% | +1,366+20.7% | Added |