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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 4,111 | $797.5K | 0.58% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 4,110 | $797.3K | 0.88% | −200−4.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,105 | $796.0K | 0.25% | −16−0.4% | Reduced |
| Liberty Wealth Management LLC | 4,095 | $794.5K | 0.16% | +4,095 | New |
| Signet Financial Management, LLC | 4,095 | $794.3K | 0.13% | +28+0.7% | Added |
| Proequities, Inc. | 4,086 | $792.7K | 0.06% | +88+2.2% | Added |
| Barr E S & Co | 4,077 | $790.9K | 0.07% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,048 | $785.2K | 0.03% | +377+10.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,022 | $780.3K | 0.02% | −349−8.0% | Reduced |
| Ignite Planners, LLC | 4,101 | $780.2K | 0.32% | −28−0.7% | Reduced |
| Elk River Wealth Management, LLC | 4,014 | $778.7K | 0.18% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,004 | $776.8K | 0.01% | −1,676−29.5% | Reduced |
| Kanawha Capital Management LLC | 3,993 | $774.6K | 0.07% | −149−3.6% | Reduced |
| Americana Partners, LLC | 3,978 | $771.7K | 0.12% | +3,978 | New |
| Altus Wealth Group LLC | 3,975 | $771.1K | 0.52% | −100−2.5% | Reduced |
| Drive Wealth Management, LLC | 3,974 | $770.9K | 0.32% | +203+5.4% | Added |
| Royal Capital Wealth Management, LLC | 3,969 | $770.0K | 0.78% | +569+16.7% | Added |
| Wealth Advisory Solutions, LLC | 3,920 | $760.4K | 0.20% | −19,636−83.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,967 | $756.1K | 0.32% | +1,089+37.8% | Added |
| Profit Investment Management, LLC | 3,893 | $755.2K | 0.50% | −344−8.1% | Reduced |
| Tobam | 3,883 | $753.0K | 0.05% | −238−5.8% | Reduced |
| Patten Group, Inc. | 3,869 | $750.6K | 0.23% | +238+6.6% | Added |
| Chicago Partners Investment Group LLC | 3,809 | $746.1K | 0.04% | −17−0.4% | Reduced |
| Diamant Asset Management, Inc. | 3,841 | $745.1K | 0.61% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,803 | $737.8K | 0.10% | 00.0% | Unchanged |
| S&CO Inc | 3,795 | $736.0K | 0.06% | −335−8.1% | Reduced |
| West Michigan Advisors, LLC | 3,790 | $735.2K | 0.42% | +2,407+174.0% | Added |
| Field & Main Bank | 3,785 | $734.2K | 0.44% | +195+5.4% | Added |
| Kingfisher Capital LLC | 3,783 | $733.8K | 0.19% | +2+0.1% | Added |
| Jeppson Wealth Management, LLC | 3,779 | $733.1K | 0.32% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,777 | $732.6K | 0.85% | −180−4.5% | Reduced |
| Tradewinds, LLC. | 3,771 | $731.6K | 0.44% | +3,771 | New |
| Resonant Capital Advisors, LLC | 3,768 | $731.0K | 0.08% | +291+8.4% | Added |
| Tilt Investment Management Holdings, PBC | 3,880 | $726.8K | 0.54% | +495+14.6% | Added |
| Valley National Advisers Inc | 3,708 | $726.0K | 0.13% | −89−2.3% | Reduced |
| Curbstone Financial Management Corp | 3,732 | $724.0K | 0.18% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,725 | $722.6K | 0.18% | −425−10.2% | Reduced |
| Morse Asset Management, Inc | 3,711 | $720.0K | 0.24% | +3,711 | New |
| AXS Investments LLC | 3,707 | $719.1K | 0.24% | −115−3.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,686 | $715.0K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,752 | $713.9K | 0.09% | +651+21.0% | Added |
| Summit Trail Advisors, LLC | 3,679 | $713.7K | 0.03% | +1,028+38.8% | Added |
| Wilkinson Global Asset Management LLC | 3,677 | $713.3K | 0.06% | −350−8.7% | Reduced |
| Maltin Wealth Management, Inc. | 3,670 | $711.9K | 0.51% | −28−0.8% | Reduced |
| Claro Advisors LLC | 3,661 | $710.1K | 0.21% | +33+0.9% | Added |
| Sterling Financial Planning, Inc. | 3,655 | $709.1K | 0.38% | +131+3.7% | Added |
| Liberty Capital Management, Inc. | 3,654 | $708.8K | 0.23% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,649 | $708.0K | 0.42% | −462−11.2% | Reduced |
| Atlas Private Wealth Management | 3,645 | $707.1K | 0.43% | +108+3.1% | Added |
| Thomasville National Bank | 3,632 | $704.6K | 0.07% | +189+5.5% | Added |
| Terra Nova Asset Management LLC | 3,629 | $704.0K | 0.69% | −84−2.3% | Reduced |
| SFMG, LLC | 3,617 | $701.7K | 0.08% | +107+3.0% | Added |
| BCJ Capital Management, LLC | 3,604 | $699.1K | 0.07% | +1,159+47.4% | Added |
| Pflug Koory, LLC | 3,598 | $698.0K | 0.38% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 3,597 | $697.8K | 0.46% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 3,592 | $696.8K | 0.53% | +10.0% | Added |
| Summit Asset Management, LLC | 3,579 | $694.4K | 0.19% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,576 | $693.8K | 0.27% | +11+0.3% | Added |
| Versant Capital Management, Inc | 3,571 | $692.7K | 0.23% | +18+0.5% | Added |
| Marble Harbor Investment Counsel, LLC | 3,568 | $692.2K | 0.09% | +238+7.1% | Added |
| Baker Ellis Asset Management LLC | 3,560 | $690.6K | 0.12% | −50−1.4% | Reduced |
| Pathway Financial Advisors LLC | 3,560 | $690.6K | 0.23% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,557 | $690.0K | 0.30% | +2,179+158.1% | Added |
| Trinity Financial Advisors LLC | 3,556 | $689.9K | 0.42% | −524−12.8% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $689.8K | 0.64% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 3,546 | $688.0K | 0.49% | +111+3.2% | Added |
| Kolinsky Wealth Management, LLC | 3,525 | $684.0K | 0.73% | −32−0.9% | Reduced |
| Covenant Partners, LLC | 3,519 | $682.7K | 0.26% | −669−16.0% | Reduced |
| Family Legacy, Inc. | 3,519 | $682.6K | 0.29% | −20−0.6% | Reduced |
| Archer Investment Corp | 3,720 | $681.4K | 0.25% | +238+6.8% | Added |
| Live Oak Investment Partners | – | $679.5K | 0.60% | – | – |
| Summit X, LLC | 3,483 | $675.4K | 0.17% | +90+2.7% | Added |
| Busey Wealth Management | 3,479 | $674.9K | 0.03% | −53−1.5% | Reduced |
| Morris Retirement Advisors, LLC | 3,477 | $674.4K | 0.49% | +10.0% | Added |
| Powers Advisory Group, LLC | 3,460 | $671.1K | 0.47% | +69+2.0% | Added |
| Nicolet Bankshares Inc | 3,449 | $669.1K | 0.22% | +193+5.9% | Added |
| Harvest Fund Management Co., Ltd | 3,449 | $669.0K | 0.15% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,445 | $668.3K | 0.02% | −123−3.4% | Reduced |
| Virtue Capital Management, LLC | 3,861 | $666.2K | 0.11% | −1,916−33.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,434 | $666.2K | 0.14% | +3,434 | New |
| Roble, Belko & Company, Inc | 3,432 | $666.0K | 0.14% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,426 | $664.6K | 0.02% | +51+1.5% | Added |
| First Nebraska Trust Co | 3,424 | $664.2K | 0.08% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,423 | $664.0K | 0.04% | +276+8.8% | Added |
| First International Bank & Trust | 3,412 | $661.9K | 0.22% | −214−5.9% | Reduced |
| Montecito Bank & Trust | 3,404 | $660.3K | 0.16% | −199−5.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,402 | $660.0K | 0.24% | −157−4.4% | Reduced |
| GM Advisory Group, Inc. | 3,395 | $658.6K | 0.06% | −65−1.9% | Reduced |
| First Commonwealth Financial Corp | 3,359 | $651.6K | 0.23% | −147−4.2% | Reduced |
| Chesapeake Asset Management LLC | 3,356 | $651.0K | 0.60% | +3,356 | New |
| Dover Advisors, LLC | 3,346 | $649.1K | 0.62% | +408+13.9% | Added |
| Cornerstone Capital, Inc. | 3,332 | $646.4K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,329 | $645.8K | 0.18% | +24+0.7% | Added |
| Viawealth, LLC | 3,308 | $641.7K | 0.51% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 3,301 | $640.4K | 0.00% | −29,372−89.9% | Reduced |
| Parkside Financial Bank & Trust | 3,282 | $636.7K | 0.17% | +49+1.5% | Added |
| Successful Portfolios LLC | 3,276 | $635.5K | 0.40% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,268 | $634.0K | 0.62% | +169+5.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,260 | $632.4K | 0.20% | +3,260 | New |
| Douglas Lane & Associates, LLC | 3,245 | $629.5K | 0.01% | −243−7.0% | Reduced |