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 |
|---|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | 2,582 | $500.9K | 0.17% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,578 | $500.1K | 0.02% | +172+7.1% | Added |
| LMG Wealth Partners, LLC | 2,577 | $499.9K | 0.16% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,575 | $499.5K | 0.27% | −204−7.3% | Reduced |
| Fairfield, Bush & Co. | 2,575 | $499.5K | 0.18% | +2,575 | New |
| Adirondack Trust Co | 2,574 | $499.3K | 0.25% | +8+0.3% | Added |
| Clifford Group, LLC | 2,572 | $498.9K | 0.60% | +200+8.4% | Added |
| Austin Asset Management Co Inc | 2,556 | $495.9K | 0.16% | +25+1.0% | Added |
| Kades & Cheifetz LLC | 2,554 | $495.5K | 0.39% | +59+2.4% | Added |
| Skba Capital Management LLC | 2,550 | $494.7K | 0.09% | 00.0% | Unchanged |
| Allstate Corp | 2,544 | $493.5K | 0.04% | −27,493−91.5% | Reduced |
| Certified Advisory Corp | 2,539 | $492.6K | 0.09% | +539+27.0% | Added |
| Donoghue Forlines LLC | 2,539 | $492.5K | 0.18% | −2,665−51.2% | Reduced |
| Cape Investment Advisory, Inc. | 2,538 | $492.3K | 0.30% | +2,538 | New |
| Richwood Investment Advisors, LLC | 2,516 | $488.1K | 0.49% | −191−7.1% | Reduced |
| Pacitti Group Inc. | 2,513 | $487.6K | 0.36% | −180−6.7% | Reduced |
| Cambridge Trust Co | 2,501 | $485.2K | 0.02% | +108+4.5% | Added |
| Krilogy Financial LLC | 2,493 | $483.7K | 0.04% | +1,049+72.6% | Added |
| Bank of Nova Scotia Trust Co | 2,490 | $483.0K | 0.05% | −99−3.8% | Reduced |
| Sun Life Financial INC | 2,496 | $482.8K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,487 | $482.5K | 0.16% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,485 | $482.1K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,483 | $481.8K | 0.23% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,477 | $480.4K | 0.05% | +275+12.5% | Added |
| Founders Capital Management, LLC | 2,475 | $480.1K | 0.12% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,470 | $479.2K | 0.09% | +3+0.1% | Added |
| Gallacher Capital Management LLC | 2,467 | $478.7K | 0.29% | −386−13.5% | Reduced |
| Navellier & Associates Inc | 2,466 | $478.4K | 0.10% | +65+2.7% | Added |
| New Hampshire Trust | 2,462 | $477.6K | 0.13% | −40−1.6% | Reduced |
| Washington Trust Bank | 2,459 | $477.0K | 0.05% | −4−0.2% | Reduced |
| TBH Global Asset Management, LLC | 2,455 | $476.3K | 0.10% | +281+12.9% | Added |
| Spirit of America Management Corp | 2,450 | $475.3K | 0.11% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 2,448 | $474.9K | 0.19% | +2,448 | New |
| Redhawk Wealth Advisors, Inc. | 2,443 | $474.0K | 0.16% | +14+0.6% | Added |
| Warren Averett Asset Management, LLC | 2,443 | $473.9K | 0.02% | −46−1.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,437 | $473.0K | 0.03% | +370+17.9% | Added |
| Somerset Trust Co | 2,435 | $472.4K | 0.20% | +12+0.5% | Added |
| Great Diamond Partners, LLC | 2,433 | $472.0K | 0.14% | −82−3.3% | Reduced |
| Silverlake Wealth Management LLC | 2,430 | $471.3K | 0.29% | +2+0.1% | Added |
| Elevated Capital Advisors, LLC | 2,429 | $471.2K | 0.17% | +39+1.6% | Added |
| Old Mission Investment Co LLC | 2,425 | $470.4K | 0.18% | −9−0.4% | Reduced |
| Proficio Capital Partners LLC | 2,421 | $469.7K | 0.07% | +32+1.3% | Added |
| Transatlantique Private Wealth LLC | 2,418 | $469.1K | 0.26% | +106+4.6% | Added |
| Richard W. Paul & Associates, LLC | 2,410 | $467.6K | 0.22% | +144+6.4% | Added |
| First Citizens Bank & Trust Co | 2,405 | $466.5K | 0.01% | −521−17.8% | Reduced |
| Garrison Bradford & Associates Inc | 2,400 | $466.0K | 0.58% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,401 | $466.0K | 0.07% | +41+1.7% | Added |
| Atlas Brown,Inc. | 2,396 | $464.8K | 0.21% | +153+6.8% | Added |
| CVA Family Office, LLC | 2,390 | $463.6K | 0.10% | +282+13.4% | Added |
| McRae Capital Management Inc | 2,388 | $463.2K | 0.13% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 2,369 | $460.0K | 0.34% | −8−0.3% | Reduced |
| GW Henssler & Associates Ltd | 2,368 | $459.4K | 0.03% | +104+4.6% | Added |
| Morningstar Investment Management LLC | 2,365 | $459.0K | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,361 | $457.9K | 0.02% | −2,079−46.8% | Reduced |
| 360 Financial, Inc. | 2,358 | $457.4K | 0.24% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,352 | $456.2K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management | 2,325 | $451.0K | 0.34% | −85−3.5% | Reduced |
| Gryphon Financial Partners LLC | 2,320 | $450.0K | 0.10% | −13−0.6% | Reduced |
| First National Advisers, LLC | 2,318 | $450.0K | 0.51% | −70−2.9% | Reduced |
| GenTrust, LLC | 2,312 | $448.5K | 0.03% | +2,312 | New |
| TCWP LLC | 2,304 | $447.0K | 0.08% | −23−1.0% | Reduced |
| Jones Financial Companies LLLP | 2,301 | $446.4K | 0.00% | +171+8.0% | Added |
| First Pacific Advisors, LP | 2,300 | $446.2K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 2,296 | $445.4K | 0.18% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,294 | $445.0K | 0.09% | +366+19.0% | Added |
| Etfidea, LLC | 2,284 | $443.1K | 0.19% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,280 | $442.3K | 0.06% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,274 | $441.1K | 0.02% | +759+50.1% | Added |
| Curi Capital | 2,274 | $441.0K | 0.06% | +6+0.3% | Added |
| Financial Management Professionals, Inc. | 2,274 | $441.0K | 0.09% | +190+9.1% | Added |
| Balboa Wealth Partners | 2,268 | $440.0K | 0.17% | −19−0.8% | Reduced |
| US Asset Management LLC | 2,256 | $438.0K | 0.45% | −12−0.5% | Reduced |
| Leonteq Securities AG | 2,251 | $436.7K | 0.04% | −3,299−59.4% | Reduced |
| American National Bank | 2,245 | $435.5K | 0.08% | −3,072−57.8% | Reduced |
| Tradition Wealth Management, LLC | 2,241 | $435.0K | 0.05% | +1,047+87.7% | Added |
| Leavell Investment Management, Inc. | 2,237 | $434.0K | 0.03% | −50−2.2% | Reduced |
| O'Rourke & Company, Inc | 2,235 | $434.0K | 0.33% | +4+0.2% | Added |
| Titleist Asset Management, LLC | 2,233 | $433.2K | 0.09% | +2,233 | New |
| MBL Wealth, LLC | 2,226 | $431.8K | 0.07% | +2,226 | New |
| M Holdings Securities, Inc. | 2,215 | $430.0K | 0.04% | −167−7.0% | Reduced |
| Cahaba Wealth Management, Inc. | 2,211 | $428.9K | 0.05% | −11−0.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,210 | $428.7K | 0.13% | −42−1.9% | Reduced |
| Bank Ozk | 2,203 | $427.4K | 0.21% | −59−2.6% | Reduced |
| Ti-Trust, Inc | 2,201 | $427.0K | 0.40% | 00.0% | Unchanged |
| Versor Investments LP | 2,200 | $426.8K | 0.06% | +400+22.2% | Added |
| First Heartland Consultants, Inc. | 2,198 | $426.4K | 0.06% | +162+8.0% | Added |
| Cohen & Steers, Inc. | 2,194 | $426.0K | 0.00% | +406+22.7% | Added |
| Keel Point, LLC | 2,195 | $425.7K | 0.06% | +7+0.3% | Added |
| Atomi Financial Group, Inc. | 2,190 | $424.8K | 0.24% | +2,190 | New |
| Enterprise Financial Services Corp | 2,173 | $421.5K | 0.28% | −23−1.0% | Reduced |
| Cornerstone Advisory, LLC | 2,169 | $420.8K | 0.08% | +40+1.9% | Added |
| Salem Investment Counselors Inc | 2,164 | $419.8K | 0.02% | +561+35.0% | Added |
| DuPont Capital Management Corp | 2,164 | $419.8K | 0.02% | −1,897−46.7% | Reduced |
| BLB&B Advisors, LLC | 2,163 | $419.6K | 0.03% | +336+18.4% | Added |
| Alera Investment Advisors, LLC | 2,151 | $417.3K | 0.10% | +2,151 | New |
| Alpha Financial Partners, LLC | 2,145 | $416.1K | 0.47% | +139+6.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,135 | $414.1K | 0.18% | +55+2.6% | Added |
| Allen Capital Group, LLC | 2,128 | $412.8K | 0.08% | +2,128 | New |
| CoreFirst Bank & Trust | 2,118 | $410.9K | 0.30% | −470−18.2% | Reduced |
| Detalus Advisors, LLC | 2,111 | $409.5K | 0.20% | 00.0% | Unchanged |