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 |
|---|---|---|---|---|---|
| Thrive Capital Management, LLC | 2,140 | $409.0K | 0.26% | +793+58.9% | Added |
| Investment Advisory Services Inc | 2,103 | $407.9K | 0.20% | +12+0.6% | Added |
| 3Chopt Investment Partners, LLC | 2,101 | $407.6K | 0.22% | +496+30.9% | Added |
| Two Sigma Advisers, LP | 2,100 | $407.4K | 0.00% | +2,100 | New |
| Syntegra Private Wealth Group, LLC | 2,087 | $404.9K | 0.07% | +2,087 | New |
| Ridgecrest Wealth Partners, LLC | 2,082 | $403.9K | 0.29% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,066 | $401.0K | 0.18% | −1,330−39.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,067 | $401.0K | 0.14% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,065 | $400.6K | 0.07% | −78−3.6% | Reduced |
| Traphagen Investment Advisors LLC | 2,065 | $400.6K | 0.06% | −205−9.0% | Reduced |
| Walker Financial Services, Inc. | 2,079 | $399.9K | 0.41% | 00.0% | Unchanged |
| Darrow Company, Inc. | 2,059 | $399.6K | 0.37% | −35−1.7% | Reduced |
| SRB Corp | 2,058 | $399.2K | 0.03% | −517−20.1% | Reduced |
| Forza Wealth Management, LLC | 2,057 | $399.0K | 0.21% | +374+22.2% | Added |
| Fortis Group Advisors, LLC | 2,219 | $399.0K | 0.12% | +2,219 | New |
| Cutler Investment Counsel LLC | 2,044 | $396.5K | 0.06% | −200−8.9% | Reduced |
| Beaton Management Co. Inc. | 2,043 | $396.0K | 0.27% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,037 | $395.2K | 0.05% | −51−2.4% | Reduced |
| First Western Trust Bank | 2,033 | $394.4K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,032 | $394.2K | 0.03% | −400−16.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,026 | $393.0K | 0.10% | +272+15.5% | Added |
| Lane & Associates LLC | 2,024 | $392.5K | 0.35% | −64−3.1% | Reduced |
| Howe & Rusling Inc | 2,023 | $392.4K | 0.05% | +5+0.2% | Added |
| Gateway Wealth Partners, LLC | 2,021 | $392.1K | 0.06% | +100+5.2% | Added |
| McIlrath & Eck, LLC | 2,020 | $391.9K | 0.09% | +92+4.8% | Added |
| Gilman Hill Asset Management, LLC | 2,018 | $391.5K | 0.08% | −1,203−37.3% | Reduced |
| Investment Partners, Ltd. | 2,012 | $390.4K | 0.20% | +10+0.5% | Added |
| Latitude Advisors, LLC | 2,008 | $389.5K | 0.28% | +272+15.7% | Added |
| Sittner & Nelson, LLC | 2,008 | $389.5K | 0.22% | +241+13.6% | Added |
| Stony Point Wealth Management Inc. | 2,007 | $389.3K | 0.20% | −79−3.8% | Reduced |
| Caerus Investment Advisors, LLC | 2,006 | $389.1K | 0.45% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 2,005 | $388.9K | 0.11% | +13+0.7% | Added |
| Drake & Associates, LLC | 2,004 | $388.8K | 0.19% | −123−5.8% | Reduced |
| Stokes Family Office, LLC | 2,001 | $388.2K | 0.05% | +137+7.3% | Added |
| Rice Partnership, LLC | 2,000 | $388.0K | 0.12% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $388.0K | 0.04% | +2,000 | New |
| Smithfield Trust Co | 1,993 | $387.0K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,994 | $386.8K | 0.18% | +1,994 | New |
| Red Wave Investments LLC | 1,993 | $386.6K | 0.16% | −19−0.9% | Reduced |
| First City Capital Management, Inc. | 2,150 | $386.6K | 0.23% | −140−6.1% | Reduced |
| Journey Advisory Group, LLC | 1,990 | $386.0K | 0.06% | +144+7.8% | Added |
| Merriman Wealth Management, LLC | 1,984 | $384.9K | 0.02% | +34+1.7% | Added |
| Hamilton Capital, LLC | 1,984 | $384.9K | 0.02% | +525+36.0% | Added |
| Strategy Asset Managers LLC | 1,983 | $384.7K | 0.09% | −174−8.1% | Reduced |
| Bray Capital Advisors | 1,968 | $381.8K | 0.11% | +8+0.4% | Added |
| Wealth Management Associates, Inc. | 1,965 | $381.1K | 0.24% | −100−4.8% | Reduced |
| PFS Partners, LLC | 1,963 | $380.9K | 0.37% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,950 | $378.3K | 0.22% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,944 | $377.0K | 0.06% | +5+0.3% | Added |
| KRS Capital Management, LLC | 1,941 | $376.5K | 0.42% | −750−27.9% | Reduced |
| Davis R M Inc | 1,936 | $376.0K | 0.01% | −230−10.6% | Reduced |
| American Trust | 1,930 | $374.4K | 0.03% | +57+3.0% | Added |
| Heartland Bank & Trust Co | 1,924 | $373.2K | 0.28% | +1,924 | New |
| Oversea-Chinese Banking CORP Ltd | 1,923 | $373.0K | 0.02% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,920 | $372.5K | 0.05% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 1,918 | $372.1K | 0.21% | +10+0.5% | Added |
| Evoke Wealth, LLC | 1,918 | $372.0K | 0.01% | −64−3.2% | Reduced |
| 180 Wealth Advisors, LLC | 1,914 | $371.2K | 0.09% | −73−3.7% | Reduced |
| Buckley Wealth Management, LLC | 1,900 | $368.6K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $368.6K | 0.22% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 1,900 | $368.6K | 0.26% | +39+2.1% | Added |
| MONECO Advisors, LLC | 1,899 | $368.3K | 0.11% | +1,899 | New |
| Schrum Private Wealth Management LLC | 1,896 | $367.8K | 0.42% | −38−2.0% | Reduced |
| Platform Technology Partners | 1,895 | $367.5K | 0.18% | −38−2.0% | Reduced |
| Staley Capital Advisers Inc | 1,881 | $365.0K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,074 | $364.5K | 0.15% | +2,074 | New |
| Castleview Partners, LLC | 1,877 | $364.1K | 0.32% | +24+1.3% | Added |
| Lester Murray Antman dba SimplyRich | 1,879 | $364.0K | 0.14% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,875 | $364.0K | 0.14% | +75+4.2% | Added |
| NEIRG Wealth Management, LLC | 1,875 | $363.7K | 0.06% | +1,875 | New |
| N.E.W. Advisory Services LLC | 1,874 | $363.5K | 0.05% | +20+1.1% | Added |
| Corton Capital Inc. | 1,864 | $361.6K | 0.25% | +1,864 | New |
| Creative Financial Designs Inc | 1,863 | $361.4K | 0.05% | −18−1.0% | Reduced |
| Texas Capital Bancshares Inc | 1,861 | $361.0K | 0.23% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,860 | $360.8K | 0.03% | +107+6.1% | Added |
| West Family Investments, Inc. | 1,854 | $359.7K | 0.14% | +175+10.4% | Added |
| Gillespie Robinson & Grimm Inc | 1,849 | $358.7K | 0.03% | +1,849 | New |
| Bill Few Associates, Inc. | 1,845 | $357.9K | 0.20% | +300+19.4% | Added |
| Sompo Asset Management Co., Ltd. | 1,840 | $356.9K | 0.08% | +50+2.8% | Added |
| SRS Capital Advisors, Inc. | 1,840 | $356.9K | 0.05% | −94−4.9% | Reduced |
| Legacy Bridge, LLC | 1,839 | $356.7K | 0.25% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,835 | $356.0K | 0.14% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,833 | $355.6K | 0.23% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,828 | $354.6K | 0.35% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,822 | $353.6K | 0.09% | −110−5.7% | Reduced |
| HFR Wealth Management, LLC | 1,820 | $353.0K | 0.10% | −116−6.0% | Reduced |
| KCS Wealth Advisory | 1,819 | $352.9K | 0.13% | −1,011−35.7% | Reduced |
| Callan Family Office, LLC | 1,814 | $351.9K | 0.09% | +1,814 | New |
| Secure Asset Management, LLC | 1,810 | $351.2K | 0.12% | +12+0.7% | Added |
| Cladis Investment Advisory, LLC | 1,799 | $349.0K | 0.31% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,792 | $347.6K | 0.03% | −100−5.3% | Reduced |
| Fortress Wealth Group, LLC | 1,791 | $347.5K | 0.25% | +1,791 | New |
| FLC Capital Advisors | 1,791 | $347.4K | 0.11% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,789 | $347.2K | 0.05% | −254−12.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,778 | $344.9K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,778 | $344.9K | 0.01% | −10,976−86.1% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 1,769 | $343.2K | 0.20% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,768 | $343.2K | 0.23% | −250−12.4% | Reduced |
| Wealth Advisors, Inc. | 1,781 | $342.7K | 0.16% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,761 | $341.8K | 0.02% | −34,800−95.2% | Reduced |