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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 7,813 | $1.52M | 0.21% | −256−3.2% | Reduced |
| Duff & Phelps Investment Management Co | 7,803 | $1.51M | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,795 | $1.51M | 0.09% | −320−3.9% | Reduced |
| Nations Financial Group Inc, | 7,773 | $1.51M | 0.16% | +1,321+20.5% | Added |
| Ocean Capital Management, LLC | 7,742 | $1.50M | 0.76% | +1,018+15.1% | Added |
| Brown Miller Wealth Management, LLC | 7,733 | $1.50M | 0.89% | +254+3.4% | Added |
| Dakota Wealth Management | 7,731 | $1.50M | 0.10% | −1,295−14.3% | Reduced |
| Symmetry Partners, LLC | 7,703 | $1.49M | 0.08% | 00.0% | Unchanged |
| Old Port Advisors | 7,758 | $1.49M | 0.54% | +583+8.1% | Added |
| Coastal Investment Advisors, Inc. | 7,682 | $1.49M | 0.36% | −41−0.5% | Reduced |
| Hexagon Capital Partners LLC | 7,678 | $1.49M | 0.42% | +110+1.5% | Added |
| TFG Advisers LLC | 7,666 | $1.49M | 0.72% | +329+4.5% | Added |
| Financial Advisory Service, Inc. | 7,660 | $1.49M | 0.16% | +237+3.2% | Added |
| SevenBridge Financial Group, LLC | 7,585 | $1.47M | 0.41% | −30−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 7,583 | $1.47M | 0.25% | −380−4.8% | Reduced |
| Harrington Investments, INC | 7,563 | $1.47M | 1.01% | −16−0.2% | Reduced |
| Highland Capital Management, LLC | 7,533 | $1.46M | 0.11% | +447+6.3% | Added |
| Boston Family Office LLC | 7,496 | $1.45M | 0.12% | −180−2.3% | Reduced |
| Lakewood Asset Management LLC | 7,466 | $1.45M | 1.20% | +26+0.3% | Added |
| MSH Capital Advisors LLC | 7,448 | $1.44M | 0.62% | −64−0.9% | Reduced |
| Private Portfolio Partners LLC | 7,431 | $1.44M | 0.39% | −208−2.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,420 | $1.44M | 1.49% | 00.0% | Unchanged |
| AIA Group Ltd | 7,414 | $1.44M | 0.08% | −1,112−13.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,406 | $1.44M | 0.50% | +4+0.1% | Added |
| Taylor Hoffman Wealth Management | 7,384 | $1.43M | 0.78% | −724−8.9% | Reduced |
| Arnhold LLC | 7,370 | $1.43M | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,370 | $1.43M | 0.12% | +364+5.2% | Added |
| Centaurus Financial, Inc. | 7,367 | $1.43M | 0.11% | +583+8.6% | Added |
| Legacy Capital Wealth Partners, LLC | 7,365 | $1.43M | 0.39% | +7,365 | New |
| Lincoln Capital LLC | 7,340 | $1.42M | 0.39% | −4−0.1% | Reduced |
| AIMZ Investment Advisors, LLC | 7,325 | $1.42M | 0.64% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,316 | $1.42M | 0.42% | −200−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 7,284 | $1.41M | 0.14% | +220+3.1% | Added |
| V Wealth Advisors LLC | 7,282 | $1.41M | 0.26% | −98−1.3% | Reduced |
| PFG Investments, LLC | 7,271 | $1.41M | 0.29% | +7,271 | New |
| Waldron Private Wealth LLC | 7,223 | $1.40M | 0.07% | +182+2.6% | Added |
| Argent Advisors, Inc. | 7,195 | $1.40M | 0.67% | +424+6.3% | Added |
| D.B. Root & Company, LLC | 7,193 | $1.40M | 0.55% | +413+6.1% | Added |
| Mission Wealth Management, LP | 7,173 | $1.39M | 0.06% | −726−9.2% | Reduced |
| Constitution Capital LLC | 7,163 | $1.39M | 0.84% | −321−4.3% | Reduced |
| Paragon Private Wealth Management, LLC | 7,157 | $1.39M | 1.17% | −77−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 7,153 | $1.39M | 0.32% | +1,606+29.0% | Added |
| Erste Asset Management GmbH | 7,246 | $1.38M | 0.03% | +289+4.2% | Added |
| Fortem Financial Group, LLC | 7,134 | $1.38M | 0.90% | +1,395+24.3% | Added |
| First Financial Bank - Trust Division | 7,115 | $1.38M | 0.15% | −33−0.5% | Reduced |
| Bank of Hawaii | 7,115 | $1.38M | 0.08% | +36+0.5% | Added |
| Northwest & Ethical Investments L.P. | 7,088 | $1.38M | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 7,077 | $1.37M | 0.06% | −369−5.0% | Reduced |
| Abbrea Capital, LLC | 7,068 | $1.37M | 0.23% | +190+2.8% | Added |
| Alaethes Wealth LLC | 7,044 | $1.37M | 0.80% | +186+2.7% | Added |
| Founders Financial Securities LLC | 7,040 | $1.37M | 0.20% | +52+0.7% | Added |
| SNS Financial Group, LLC | 7,031 | $1.36M | 0.18% | +48+0.7% | Added |
| Old Second National Bank of Aurora | 7,031 | $1.36M | 0.40% | −179−2.5% | Reduced |
| Noble Family Wealth, LLC | 7,030 | $1.36M | 0.47% | +7,030 | New |
| Bollard Group LLC | 7,025 | $1.36M | 0.05% | +61+0.9% | Added |
| Private Wealth Strategies, L.L.C. | 7,020 | $1.36M | 0.34% | +56+0.8% | Added |
| Raab & Moskowitz Asset Management LLC | 7,019 | $1.36M | 0.50% | −1,222−14.8% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.36M | 0.35% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6,988 | $1.36M | 0.12% | +209+3.1% | Added |
| Regal Investment Advisors LLC | 6,983 | $1.35M | 0.12% | +582+9.1% | Added |
| Syntal Capital Partners, LLC | 6,980 | $1.35M | 0.50% | +94+1.4% | Added |
| Patrick Mauro Investment Advisor, INC. | 6,960 | $1.35M | 0.84% | −4,021−36.6% | Reduced |
| Affinity Wealth Management LLC | 6,953 | $1.35M | 0.32% | −111−1.6% | Reduced |
| First United Bank Trust | 6,953 | $1.35M | 0.63% | +92+1.3% | Added |
| DT Investment Partners, LLC | 7,393 | $1.35M | 0.16% | +407+5.8% | Added |
| 1st Source Bank | 6,926 | $1.34M | 0.09% | −78−1.1% | Reduced |
| PYA Waltman Capital, LLC | 6,910 | $1.34M | 0.67% | +2,011+41.0% | Added |
| Quadrant Capital Group LLC | 6,909 | $1.34M | 0.14% | +875+14.5% | Added |
| Ipswich Investment Management Co., Inc. | 6,904 | $1.34M | 0.37% | +119+1.8% | Added |
| Washington Trust Co | 6,883 | $1.34M | 0.06% | +20+0.3% | Added |
| Acadian Asset Management LLC | 6,881 | $1.33M | 0.01% | −13,964−67.0% | Reduced |
| Carmel Capital Partners, LLC | 6,839 | $1.33M | 0.78% | +243+3.7% | Added |
| Chesapeake Wealth Management | 6,836 | $1.33M | 0.55% | +1,210+21.5% | Added |
| Western Wealth Management, LLC | 6,836 | $1.33M | 0.12% | +20+0.3% | Added |
| WT Wealth Management | 6,781 | $1.32M | 0.57% | −743−9.9% | Reduced |
| Guardian Capital Advisors LP | 6,905 | $1.31M | 0.15% | −65−0.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,751 | $1.31M | 0.46% | +217+3.3% | Added |
| Redmond Asset Management, LLC | 6,748 | $1.31M | 0.45% | +748+12.5% | Added |
| Barden Capital Management, Inc. | 6,748 | $1.31M | 1.25% | +79+1.2% | Added |
| First County Bank | 6,736 | $1.31M | 0.64% | +2,129+46.2% | Added |
| Spire Wealth Management | 6,736 | $1.31M | 0.05% | +3,036+82.1% | Added |
| Goldstone Financial Group, LLC | 6,723 | $1.30M | 0.43% | +6,723 | New |
| Strategic Blueprint, LLC | 6,717 | $1.30M | 0.13% | +308+4.8% | Added |
| TCM Advisors, LLC | – | $1.30M | 1.17% | – | – |
| Pegasus Partners Ltd. | 6,668 | $1.29M | 0.20% | +582+9.6% | Added |
| Central Bank & Trust Co | 6,644 | $1.29M | 0.23% | +946+16.6% | Added |
| Trust Investment Advisors | 6,625 | $1.29M | 1.15% | +43+0.7% | Added |
| Family Asset Management, LLC | 6,612 | $1.28M | 0.94% | +6,612 | New |
| Essex Financial Services, Inc. | 6,601 | $1.28M | 0.13% | −427−6.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,601 | $1.28M | 0.15% | +800+13.8% | Added |
| Williams Jones Wealth Management, LLC. | 6,597 | $1.28M | 0.02% | −820−11.1% | Reduced |
| TKG Advisors, LLC | 6,584 | $1.28M | 0.80% | +6,584 | New |
| W.H. Cornerstone Investments Inc. | 6,564 | $1.27M | 1.16% | +590+9.9% | Added |
| Stonnington Group, LLC | 6,620 | $1.26M | 0.33% | −74−1.1% | Reduced |
| Simmons Bank | 6,514 | $1.26M | 0.11% | −755−10.4% | Reduced |
| Diligent Investors, LLC | 6,461 | $1.25M | 0.39% | −49−0.8% | Reduced |
| Wintrust Investments LLC | 6,456 | $1.25M | 0.16% | −20−0.3% | Reduced |
| Traynor Capital Management, Inc. | 6,436 | $1.25M | 0.19% | +617+10.6% | Added |
| Capital Asset Advisory Services LLC | 6,418 | $1.25M | 0.09% | −348−5.1% | Reduced |
| Northstar Group, Inc. | 6,415 | $1.24M | 0.32% | +5+0.1% | Added |