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 |
|---|---|---|---|---|---|
| CPR Investments Inc. | 5,000 | $970.0K | 0.93% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,114 | $968.6K | 0.72% | +10.0% | Added |
| Herold Advisors, Inc. | 4,977 | $965.4K | 0.33% | +2,247+82.3% | Added |
| Moneta Group Investment Advisors LLC | 4,975 | $965.0K | 0.02% | +909+22.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,951 | $960.4K | 0.16% | +609+14.0% | Added |
| Lumature Wealth Partners, LLC | 4,951 | $960.4K | 0.54% | +9+0.2% | Added |
| Valmark Advisers, Inc. | 4,951 | $960.4K | 0.02% | −5−0.1% | Reduced |
| apricus wealth, LLC | 4,949 | $960.1K | 0.88% | −179−3.5% | Reduced |
| Dana Investment Advisors, Inc. | 4,948 | $959.8K | 0.05% | +2,113+74.5% | Added |
| LifeGuide Financial Advisors, LLC | 4,944 | $959.1K | 0.77% | −150−2.9% | Reduced |
| Capital Insight Partners, LLC | 4,940 | $958.3K | 0.23% | −325−6.2% | Reduced |
| Strategic Investment Solutions, Inc. | 4,937 | $957.8K | 0.19% | −252−4.9% | Reduced |
| Nwam LLC | 4,933 | $957.0K | 0.10% | −2,531−33.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,922 | $955.0K | 0.01% | +3,683+297.3% | Added |
| Virtus ETF Advisers LLC | 4,917 | $953.8K | 0.52% | +251+5.4% | Added |
| Advisors Management Group Inc | 4,907 | $952.0K | 0.30% | −48−1.0% | Reduced |
| Ropes Wealth Advisors LLC | 4,902 | $950.9K | 0.17% | −171−3.4% | Reduced |
| NVWM, LLC | 4,895 | $949.6K | 0.32% | +136+2.9% | Added |
| City State Bank | 4,885 | $948.0K | 0.54% | −25−0.5% | Reduced |
| DeDora Capital, Inc. | 4,876 | $945.9K | 0.40% | −162−3.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,860 | $942.8K | 0.73% | −41−0.8% | Reduced |
| Pettee Investors, Inc. | 4,840 | $938.9K | 0.45% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 4,831 | $937.1K | 0.98% | −504−9.4% | Reduced |
| Rothschild Investment Corp | 4,829 | $937.0K | 0.08% | +8+0.2% | Added |
| Occidental Asset Management, LLC | 4,826 | $936.2K | 0.23% | +903+23.0% | Added |
| Mork Capital Management, LLC | 4,820 | $935.0K | 0.76% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,807 | $933.0K | 0.38% | −46−0.9% | Reduced |
| Deseret Mutual Benefit Administrators | 4,784 | $928.0K | 0.37% | +48+1.0% | Added |
| EverSource Wealth Advisors, LLC | 4,774 | $926.3K | 0.12% | −61−1.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,762 | $923.8K | 0.00% | −12,523−72.5% | Reduced |
| David Loasby | 4,892 | $922.5K | 0.11% | +1,681+52.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,715 | $914.7K | 0.52% | +274+6.2% | Added |
| HM Payson & Co | 4,700 | $911.8K | 0.02% | +282+6.4% | Added |
| Meitav Dash Investments Ltd | 4,750 | $908.6K | 0.02% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 4,675 | $907.0K | 0.16% | +681+17.1% | Added |
| West Paces Advisors Inc. | 4,671 | $906.1K | 0.28% | +46+1.0% | Added |
| Kovack Advisors, Inc. | 4,671 | $906.1K | 0.12% | +193+4.3% | Added |
| MRP Capital Investments, LLC | 4,670 | $905.9K | 0.99% | +1,783+61.8% | Added |
| Human Investing LLC | 4,658 | $903.6K | 0.22% | −159−3.3% | Reduced |
| Mendel Money Management | 4,652 | $902.4K | 0.49% | +163+3.6% | Added |
| Capital Advisors Wealth Management, LLC | 4,645 | $901.2K | 0.25% | +86+1.9% | Added |
| McAdam, LLC | 4,627 | $897.5K | 0.08% | +1,075+30.3% | Added |
| SageView Advisory Group, LLC | 4,622 | $896.6K | 0.06% | −348−7.0% | Reduced |
| MTM Investment Management, LLC | 4,620 | $896.3K | 0.46% | +20.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,615 | $895.0K | 0.93% | +4,615 | New |
| Patton Albertson Miller Group, LLC | 4,612 | $894.7K | 0.16% | −1,148−19.9% | Reduced |
| Triangle Securities Wealth Management | 4,602 | $892.7K | 0.32% | −173−3.6% | Reduced |
| Credential Qtrade Securities Inc. | 4,593 | $891.0K | 0.06% | +38+0.8% | Added |
| Diversified Trust Co | 4,591 | $890.6K | 0.03% | −3,414−42.6% | Reduced |
| Evermay Wealth Management LLC | 4,589 | $890.1K | 0.18% | −150−3.2% | Reduced |
| Lyell Wealth Management, LP | 4,570 | $886.5K | 0.12% | −200−4.2% | Reduced |
| Thrive Wealth Management, LLC | 4,567 | $886.0K | 0.23% | +439+10.6% | Added |
| Meridian Wealth Advisors, LLC | 4,565 | $885.6K | 0.22% | +104+2.3% | Added |
| Longfellow Investment Management Co LLC | 4,545 | $881.7K | 0.20% | +601+15.2% | Added |
| Principle Wealth Partners LLC | 4,527 | $878.2K | 0.09% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,527 | $878.0K | 0.34% | +60+1.3% | Added |
| DAGCO, Inc. | 4,523 | $877.4K | 0.47% | −47−1.0% | Reduced |
| Acropolis Investment Management, LLC | 4,518 | $876.4K | 0.07% | +404+9.8% | Added |
| Oakworth Capital, Inc. | 4,517 | $876.3K | 0.08% | 00.0% | Unchanged |
| SBB Research Group LLC | 4,506 | $874.2K | 1.23% | +39+0.9% | Added |
| Harbor Investment Advisory, LLC | 4,504 | $873.7K | 0.13% | −1,366−23.3% | Reduced |
| Greenland Capital Management LP | 4,500 | $873.0K | 0.10% | +4,500 | New |
| Imprint Wealth LLC | 4,491 | $871.2K | 0.57% | +4,491 | New |
| Darwin Advisors, LLC | 4,504 | $870.6K | 0.24% | −101−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 4,486 | $870.2K | 0.28% | +482+12.0% | Added |
| Cim, LLC | 4,468 | $866.7K | 0.17% | +4,468 | New |
| Investors Asset Management of Georgia Inc | 4,447 | $862.7K | 0.46% | −50−1.1% | Reduced |
| V-Square Quantitative Management LLC | 4,445 | $862.3K | 0.79% | +4,445 | New |
| WestHill Financial Advisors, Inc. | 4,444 | $862.1K | 0.26% | −99−2.2% | Reduced |
| Souders Financial Advisors | 4,439 | $861.1K | 0.18% | +4,439 | New |
| Annex Advisory Services, LLC | 4,410 | $855.5K | 0.05% | −23−0.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 4,406 | $854.7K | 0.11% | +4,406 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,344 | $842.7K | 0.17% | +292+7.2% | Added |
| Forum Financial Management, LP | 4,344 | $842.7K | 0.02% | +99+2.3% | Added |
| Asset Allocation & Management Company, LLC | 4,342 | $842.0K | 0.34% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,318 | $838.0K | 0.05% | +1,798+71.3% | Added |
| Aptus Capital Advisors, LLC | 4,303 | $835.4K | 0.02% | −9,280−68.3% | Reduced |
| Concord Wealth Partners | 4,294 | $833.1K | 0.24% | +1,048+32.3% | Added |
| Simon Quick Advisors, LLC | 4,293 | $832.9K | 0.09% | +488+12.8% | Added |
| True Wealth Design, LLC | 4,284 | $831.1K | 0.35% | +4,247+11,478.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,283 | $830.9K | 0.50% | −9−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 4,282 | $830.7K | 0.08% | −133−3.0% | Reduced |
| Lakeview Capital Partners, LLC | 4,861 | $827.6K | 0.26% | −349−6.7% | Reduced |
| Cohen Capital Management, Inc. | 4,250 | $824.5K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 4,247 | $823.8K | 0.09% | +1,284+43.3% | Added |
| Dividend Assets Capital, LLC | 4,720 | $820.0K | 0.17% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,219 | $819.3K | 0.07% | +4,219 | New |
| IVC Wealth Advisors LLC | 4,207 | $816.0K | 0.58% | −1,499−26.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,196 | $814.0K | 0.11% | −419−9.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,192 | $813.2K | 0.66% | −757−15.3% | Reduced |
| Verus Capital Partners, LLC | 4,191 | $813.1K | 0.13% | +472+12.7% | Added |
| Geneos Wealth Management Inc. | 4,189 | $812.6K | 0.05% | −1,084−20.6% | Reduced |
| Salvus Wealth Management, LLC | 4,183 | $811.5K | 0.66% | +85+2.1% | Added |
| LVW Advisors, LLC | 4,148 | $804.6K | 0.16% | −662−13.8% | Reduced |
| Greenwich Wealth Management LLC | 4,136 | $802.0K | 0.09% | +17+0.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,128 | $800.8K | 0.13% | −60−1.4% | Reduced |
| SRN Advisors, LLC | 4,185 | $799.7K | 0.73% | +1,015+32.0% | Added |
| SC&H Financial Advisors, Inc. | 4,120 | $799.3K | 0.29% | +4,120 | New |
| Continuum Advisory, LLC | 4,118 | $798.8K | 0.14% | +99+2.5% | Added |
| Vista Investment Management | 4,112 | $797.8K | 0.42% | +330+8.7% | Added |