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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 6,375 | $1.24M | 0.25% | −40−0.6% | Reduced |
| Reuter James Wealth Management, LLC | 6,370 | $1.24M | 0.86% | +1,493+30.6% | Added |
| Meridian Wealth Management, LLC | 6,368 | $1.24M | 0.11% | +484+8.2% | Added |
| Stiles Financial Services Inc | 6,352 | $1.23M | 0.66% | +312+5.2% | Added |
| Ronald Blue Trust, Inc. | 7,071 | $1.23M | 0.02% | −3,782−34.8% | Reduced |
| San Luis Wealth Advisors LLC | 6,311 | $1.22M | 0.47% | +6,311 | New |
| Ritholtz Wealth Management | 6,308 | $1.22M | 0.06% | +2,111+50.3% | Added |
| Hyman Charles D | 6,300 | $1.22M | 0.08% | +455+7.8% | Added |
| Winton Group Ltd | 6,246 | $1.21M | 0.07% | +6,246 | New |
| Aspen Wealth Strategies, LLC | 6,243 | $1.21M | 0.94% | −12−0.2% | Reduced |
| Foster & Motley Inc | 6,216 | $1.21M | 0.10% | −173−2.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,200 | $1.20M | 0.78% | 00.0% | Unchanged |
| Perpetual Ltd | 6,191 | $1.20M | 0.01% | +6,191 | New |
| Buckingham Strategic Partners | 6,185 | $1.20M | 0.08% | −382−5.8% | Reduced |
| Marino, Stram & Associates LLC | 6,177 | $1.20M | 0.36% | +390+6.7% | Added |
| Marshall Financial Group LLC | 6,176 | $1.20M | 0.43% | −17−0.3% | Reduced |
| Gleason Group, Inc. | 6,166 | $1.20M | 0.34% | +53+0.9% | Added |
| Sweet Financial Partners, LLC | 6,144 | $1.19M | 0.33% | +1,794+41.2% | Added |
| Colonial Trust Advisors | 6,101 | $1.18M | 0.14% | −114−1.8% | Reduced |
| Berkshire Asset Management LLC | 6,097 | $1.18M | 0.07% | +6,097 | New |
| Legacy Financial Advisors, Inc. | 6,069 | $1.18M | 0.24% | +557+10.1% | Added |
| Tradewinds Capital Management, LLC | 6,033 | $1.17M | 0.37% | −38−0.6% | Reduced |
| Wealth Management Partners, LLC | 6,020 | $1.17M | 0.82% | +1,020+20.4% | Added |
| Bremer Bank National Association | 6,020 | $1.17M | 0.23% | 00.0% | Unchanged |
| Cooper Financial Group | 6,004 | $1.16M | 0.31% | −131−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,994 | $1.16M | 0.13% | −5−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 5,985 | $1.16M | 0.41% | −97−1.6% | Reduced |
| Brown Capital Management LLC | 5,982 | $1.16M | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5,970 | $1.16M | 0.10% | −202−3.3% | Reduced |
| IFP Advisors, Inc | 9,847 | $1.15M | 0.06% | −8,478−46.3% | Reduced |
| Johnson Financial Group, Inc. | 5,950 | $1.15M | 0.08% | +1,316+28.4% | Added |
| Financial Advocates Investment Management | 5,924 | $1.15M | 0.09% | +138+2.4% | Added |
| Colonial Trust Co | 5,921 | $1.15M | 0.29% | +394+7.1% | Added |
| Pettyjohn, Wood & White, Inc | 5,916 | $1.15M | 0.28% | −10−0.2% | Reduced |
| WBI Investments | 5,874 | $1.14M | 0.23% | −5,580−48.7% | Reduced |
| LCNB Corp | 5,862 | $1.14M | 0.51% | −97−1.6% | Reduced |
| Lindbrook Capital, LLC | 5,835 | $1.13M | 0.13% | −323−5.2% | Reduced |
| Laidlaw Wealth Management LLC | 5,831 | $1.13M | 0.23% | +4,020+222.0% | Added |
| Gouws Capital LLC | 5,826 | $1.13M | 1.01% | +911+18.5% | Added |
| NBT Bank N A | 5,823 | $1.13M | 0.17% | −100−1.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 5,801 | $1.13M | 1.08% | +21+0.4% | Added |
| Meyer Handelman Co | 5,800 | $1.13M | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 5,789 | $1.12M | 0.29% | −100−1.7% | Reduced |
| World Equity Group, Inc. | 21,369 | $1.12M | 0.19% | +17,568+462.2% | Added |
| Park Place Capital Corp | 5,737 | $1.11M | 0.31% | +1,359+31.0% | Added |
| Byrne Asset Management LLC | 5,693 | $1.10M | 0.79% | −538−8.6% | Reduced |
| Jag Capital Management, LLC | 5,683 | $1.10M | 0.14% | −619−9.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,675 | $1.10M | 0.08% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,675 | $1.10M | 1.14% | −200−3.4% | Reduced |
| IFG Advisory, LLC | 5,646 | $1.10M | 0.10% | +83+1.5% | Added |
| Lavaca Capital LLC | 5,684 | $1.09M | 0.25% | −421−6.9% | Reduced |
| Archford Capital Strategies, LLC | 5,744 | $1.09M | 0.23% | +302+5.5% | Added |
| Alpha DNA Investment Management LLC | 5,596 | $1.09M | 0.56% | −123−2.2% | Reduced |
| Grove Bank & Trust | 5,594 | $1.09M | 0.23% | +1,544+38.1% | Added |
| Allred Capital Management, LLC | 5,588 | $1.08M | 0.57% | +173+3.2% | Added |
| Boyd Watterson Asset Management LLC | 5,587 | $1.08M | 0.44% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 5,585 | $1.08M | 1.37% | +801+16.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,575 | $1.08M | 0.09% | +744+15.4% | Added |
| Fiduciary Group LLC | 5,548 | $1.08M | 0.14% | −57−1.0% | Reduced |
| Focus Financial Network, Inc. | 5,525 | $1.07M | 0.07% | −45−0.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,423 | $1.05M | 0.79% | −31−0.6% | Reduced |
| Palumbo Wealth Management LLC | 5,418 | $1.05M | 0.70% | −258−4.5% | Reduced |
| Wolff Financial Management LLC | 5,391 | $1.05M | 0.36% | +5+0.1% | Added |
| Amica Retiree Medical Trust | 5,365 | $1.04M | 1.10% | +1,401+35.3% | Added |
| Robertson Stephens Wealth Management, LLC | 5,339 | $1.04M | 0.08% | +3,302+162.1% | Added |
| Paloma Partners Management Co | 5,333 | $1.03M | 0.23% | +5,333 | New |
| Harbour Investments, Inc. | 5,330 | $1.03M | 0.06% | +110+2.1% | Added |
| Coastline Trust Co | 5,328 | $1.03M | 0.15% | −95−1.8% | Reduced |
| First National Bank of South Miami | 5,323 | $1.03M | 0.82% | −331−5.9% | Reduced |
| Range Financial Group LLC | 5,316 | $1.03M | 0.67% | −160−2.9% | Reduced |
| Essex Savings Bank | 5,311 | $1.03M | 0.36% | +76+1.5% | Added |
| De Burlo Group Inc | 5,274 | $1.02M | 0.20% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,269 | $1.02M | 0.14% | +125+2.4% | Added |
| Phillips Wealth Planners LLC | 5,581 | $1.02M | 1.34% | +192+3.6% | Added |
| Xcel Wealth Management, LLC | 5,233 | $1.02M | 0.36% | −74−1.4% | Reduced |
| Heritage Wealth Advisors | 5,196 | $1.01M | 0.06% | −5−0.1% | Reduced |
| Founders Financial Alliance, LLC | 5,199 | $1.01M | 0.50% | −386−6.9% | Reduced |
| Keudell/Morrison Wealth Management | 5,187 | $1.01M | 0.30% | +327+6.7% | Added |
| Chicago Capital, LLC | 5,184 | $1.01M | 0.05% | −220−4.1% | Reduced |
| VeraBank, N.A. | 5,166 | $1.00M | 0.47% | −70−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,150 | $999.1K | 0.01% | −396−7.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 5,127 | $994.6K | 0.38% | +62+1.2% | Added |
| Intellectus Partners, LLC | 5,122 | $993.6K | 0.31% | +130+2.6% | Added |
| Eads & Heald Wealth Management | 5,115 | $992.0K | 0.49% | −10−0.2% | Reduced |
| Lantz Financial LLC | 5,100 | $989.3K | 0.41% | +452+9.7% | Added |
| Compass Wealth Management LLC | 5,099 | $989.2K | 0.31% | +1,303+34.3% | Added |
| Ar Asset Management Inc | 5,100 | $989.0K | 0.27% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,094 | $988.2K | 0.20% | −144−2.7% | Reduced |
| FRG Family Wealth Advisors LLC | 5,080 | $985.5K | 0.23% | −225−4.2% | Reduced |
| CRA Financial Services, LLC | 5,071 | $983.7K | 0.29% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,066 | $982.8K | 0.05% | −193−3.7% | Reduced |
| Fernwood Investment Management, LLC | 5,063 | $982.2K | 0.38% | 00.0% | Unchanged |
| Bangor Savings Bank | 5,048 | $979.3K | 0.12% | −335−6.2% | Reduced |
| Peoples Financial Services Corp. | 5,047 | $979.1K | 0.46% | −41−0.8% | Reduced |
| Capital Square, LLC | 5,190 | $978.8K | 0.91% | +41+0.8% | Added |
| Southeast Asset Advisors Inc. | 5,016 | $973.1K | 0.15% | +71+1.4% | Added |
| Pittenger & Anderson Inc | 5,009 | $971.7K | 0.05% | +378+8.2% | Added |
| Main Street Financial Solutions, LLC | 5,003 | $970.9K | 0.14% | +308+6.6% | Added |
| Solitude Financial Services | 5,000 | $970.0K | 0.62% | −200−3.8% | Reduced |
| Community Trust & Investment Co | 5,000 | $970.0K | 0.08% | 00.0% | Unchanged |