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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 3,235 | $627.6K | 0.34% | +3,235 | New |
| Breakwater Capital Group | 3,235 | $627.6K | 0.26% | +104+3.3% | Added |
| Montis Financial, LLC | 3,234 | $627.4K | 0.49% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,224 | $625.3K | 0.09% | +40+1.3% | Added |
| Landmark Financial Advisors, LLC | 3,212 | $623.1K | 0.27% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,196 | $620.0K | 0.14% | +76+2.4% | Added |
| Patten & Patten Inc | 3,184 | $617.7K | 0.05% | −22−0.7% | Reduced |
| Provence Wealth Management Group | 3,165 | $614.0K | 0.41% | +948+42.8% | Added |
| Core Alternative Capital | 3,163 | $613.6K | 0.08% | −1,670−34.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,160 | $613.0K | 0.06% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,142 | $609.5K | 0.15% | −296−8.6% | Reduced |
| Kennedy Investment Group | 3,126 | $606.5K | 0.37% | −34−1.1% | Reduced |
| Little House Capital LLC | 3,113 | $603.9K | 0.28% | −96−3.0% | Reduced |
| Vigilant Capital Management, LLC | 3,107 | $603.0K | 0.05% | −104−3.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,102 | $601.7K | 0.19% | −83−2.6% | Reduced |
| Burney Co | 3,089 | $599.2K | 0.03% | −211−6.4% | Reduced |
| KWB Wealth | 3,433 | $596.8K | 0.11% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,091 | $595.0K | 0.03% | −110−3.4% | Reduced |
| Sargent Investment Group, LLC | 3,070 | $594.7K | 0.16% | +21+0.7% | Added |
| E&G Advisors, LP | 3,062 | $594.0K | 0.22% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 3,049 | $591.6K | 0.43% | +15+0.5% | Added |
| Wallace Advisory Group, LLC | 3,048 | $591.3K | 0.45% | +64+2.1% | Added |
| Gray Wealth Management Inc. | 3,047 | $591.1K | 0.32% | +139+4.8% | Added |
| STAR Financial Bank | 3,044 | $590.5K | 0.57% | −66−2.1% | Reduced |
| Weaver Consulting Group | 3,027 | $587.2K | 0.27% | −3−0.1% | Reduced |
| Magnolia Capital Management Ltd | 3,020 | $586.0K | 0.55% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 3,015 | $584.9K | 0.12% | +8+0.3% | Added |
| Formidable Asset Management, LLC | 3,012 | $584.0K | 0.12% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,009 | $583.7K | 0.18% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,006 | $583.1K | 0.13% | −102−3.3% | Reduced |
| Alliance Wealth Advisors, LLC | 3,005 | $582.9K | 0.23% | +180+6.4% | Added |
| Lumina Fund Management LLC | 3,000 | $582.0K | 0.27% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,000 | $582.0K | 0.05% | 00.0% | Unchanged |
| Strategic Equity Management | 3,000 | $582.0K | 0.21% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,998 | $581.6K | 0.13% | −3,533−54.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,993 | $580.7K | 0.09% | −12−0.4% | Reduced |
| Caxton Associates LP | 2,991 | $580.2K | 0.09% | +2,991 | New |
| Traverso Chambers Private Wealth Management, LLC | 2,987 | $579.5K | 0.16% | +10.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,975 | $577.1K | 0.09% | −192−6.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,973 | $576.7K | 0.10% | +464+18.5% | Added |
| Vance Wealth, Inc. | 2,949 | $572.1K | 0.31% | +33+1.1% | Added |
| Campbell & CO Investment Adviser LLC | 2,926 | $567.6K | 0.11% | +2,926 | New |
| Luken Investment Analytics, LLC | 2,919 | $566.3K | 0.33% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,917 | $565.9K | 0.19% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,907 | $564.0K | 0.08% | +68+2.4% | Added |
| RDA Financial Network | 2,904 | $563.3K | 0.26% | +38+1.3% | Added |
| RB Capital Management, LLC | 2,892 | $561.1K | 0.18% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,890 | $560.6K | 0.09% | +2,890 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,885 | $559.7K | 0.11% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,121 | $559.3K | 0.13% | +3,121 | New |
| Segment Wealth Management, LLC | 2,879 | $558.6K | 0.06% | +10.0% | Added |
| Mission Creek Capital Partners, Inc. | 2,877 | $558.1K | 0.19% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,870 | $557.0K | 0.25% | −4,714−62.2% | Reduced |
| Strategic Wealth Designers | 2,870 | $556.7K | 0.10% | +211+7.9% | Added |
| Mill Creek Capital Advisors, LLC | 2,865 | $555.8K | 0.02% | −379−11.7% | Reduced |
| King Wealth | 2,861 | $555.0K | 0.12% | +10.0% | Added |
| Personal Cfo Solutions, LLC | 2,855 | $553.9K | 0.11% | −41−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,846 | $552.0K | 0.21% | +94+3.4% | Added |
| Prestige Wealth Management Group LLC | 2,838 | $550.5K | 0.14% | +231+8.9% | Added |
| Ledyard National Bank | 2,834 | $549.8K | 0.06% | −17−0.6% | Reduced |
| Absher Wealth Management, LLC | 2,817 | $546.5K | 0.09% | −1,026−26.7% | Reduced |
| Cobblestone Capital Advisors LLC | 2,805 | $544.1K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,786 | $540.4K | 0.41% | −89−3.1% | Reduced |
| Register Financial Advisors LLC | 2,775 | $538.4K | 0.42% | +23+0.8% | Added |
| Kistler-Tiffany Companies, LLC | 2,764 | $536.2K | 0.10% | +153+5.9% | Added |
| WealthShield Partners, LLC | 2,755 | $534.4K | 0.09% | −168−5.7% | Reduced |
| Atlas Wealth LLC | 2,751 | $533.7K | 0.10% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,763 | $532.2K | 0.17% | −152−5.2% | Reduced |
| Sweeney & Michel, LLC | 3,174 | $531.9K | 0.28% | +3,174 | New |
| waypoint wealth counsel | 2,737 | $531.0K | 0.41% | +50+1.9% | Added |
| Mascoma Wealth Management LLC | 2,951 | $530.7K | 0.16% | −159−5.1% | Reduced |
| MidWestOne Financial Group, Inc. | 2,733 | $530.2K | 0.12% | 00.0% | Unchanged |
| Davidson Trust Co | 2,733 | $530.2K | 0.41% | +100+3.8% | Added |
| Sather Financial Group Inc | 2,726 | $528.8K | 0.05% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 2,726 | $528.8K | 0.31% | +115+4.4% | Added |
| Mechanics Financial Corp | 2,725 | $528.6K | 0.31% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,707 | $525.1K | 0.44% | +1,130+71.7% | Added |
| Clough Capital Partners L P | 2,700 | $523.8K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,699 | $523.6K | 0.33% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,697 | $523.2K | 0.35% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,695 | $522.8K | 0.07% | +50+1.9% | Added |
| Silver Oak Securities, Inc | 2,674 | $519.0K | 0.09% | +350+15.1% | Added |
| Flagship Harbor Advisors, LLC | 2,671 | $518.2K | 0.05% | +146+5.8% | Added |
| Suncoast Equity Management | 2,664 | $516.8K | 0.09% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,658 | $516.0K | 0.09% | −39−1.4% | Reduced |
| Leisure Capital Management | 2,645 | $513.1K | 0.29% | +253+10.6% | Added |
| SignalPoint Asset Management, LLC | 2,639 | $512.0K | 0.17% | −35−1.3% | Reduced |
| Winthrop Advisory Group LLC | 2,636 | $511.3K | 0.09% | +43+1.7% | Added |
| Mystic Asset Management, Inc. | 2,632 | $510.6K | 0.28% | 00.0% | Unchanged |
| Country Trust Bank | 2,629 | $510.0K | 0.01% | −27−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 2,615 | $507.3K | 0.01% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,611 | $506.5K | 0.59% | −10−0.4% | Reduced |
| Westhampton Capital, LLC | 2,610 | $506.3K | 0.33% | 00.0% | Unchanged |
| Center For Asset Management LLC | 2,608 | $506.0K | 0.49% | +1,274+95.5% | Added |
| Peavine Capital, LLC | 2,600 | $504.4K | 0.12% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 2,593 | $503.0K | 0.21% | +2,593 | New |
| Delta Financial Advisors LLC | 2,588 | $502.1K | 0.24% | +6+0.2% | Added |
| Accurate Wealth Management, LLC | 2,638 | $501.9K | 0.17% | +224+9.3% | Added |
| Journey Strategic Wealth LLC | 2,583 | $501.1K | 0.05% | −134−4.9% | Reduced |
| Roberts Glore & Co Inc | 2,582 | $500.9K | 0.17% | 00.0% | Unchanged |