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 |
|---|---|---|---|---|---|
| Greenwood Gearhart Inc | 1,762 | $341.8K | 0.04% | −93−5.0% | Reduced |
| Vicus Capital | 1,751 | $339.8K | 0.04% | +96+5.8% | Added |
| Univest Financial Corp | 1,751 | $339.7K | 0.11% | +2+0.1% | Added |
| Petrus Trust Company, LTA | 1,750 | $339.5K | 0.04% | +1,750 | New |
| Simplicity Wealth,LLC | 1,749 | $339.3K | 0.23% | −3−0.2% | Reduced |
| L2 Asset Management, LLC | 1,745 | $338.5K | 0.20% | +75+4.5% | Added |
| Accel Wealth Management | 1,743 | $338.2K | 0.14% | −102−5.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,737 | $337.0K | 0.21% | +33+1.9% | Added |
| Vigilare Wealth Management | 1,737 | $336.9K | 0.19% | +2+0.1% | Added |
| MA Private Wealth | 1,731 | $335.9K | 0.08% | −1,091−38.7% | Reduced |
| Sage Rhino Capital LLC | 1,730 | $335.6K | 0.10% | +133+8.3% | Added |
| Spotlight Asset Group, Inc. | 2,026 | $335.0K | 0.33% | +2,026 | New |
| Rosenberg Matthew Hamilton | 1,722 | $334.0K | 0.11% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 1,718 | $333.0K | 0.18% | +95+5.9% | Added |
| M. Kraus & Co | 1,716 | $332.9K | 0.12% | −17−1.0% | Reduced |
| Salomon & Ludwin, LLC | 1,713 | $332.3K | 0.04% | −36−2.1% | Reduced |
| Wellington Shields & Co., LLC | 1,705 | $330.8K | 0.07% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,701 | $330.0K | 0.33% | 00.0% | Unchanged |
| Trust Co of Kansas | 1,695 | $329.0K | 0.21% | −70−4.0% | Reduced |
| Lodestone Wealth Management LLC | 1,693 | $328.4K | 0.25% | +1+0.1% | Added |
| NovaPoint Capital, LLC | 1,691 | $328.0K | 0.13% | −133−7.3% | Reduced |
| Peak Planning Group, LLC | 1,687 | $327.3K | 0.27% | −12−0.7% | Reduced |
| WD Rutherford LLC | 1,685 | $326.9K | 0.23% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,683 | $326.5K | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 1,682 | $326.3K | 0.04% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 1,679 | $325.7K | 0.13% | +81+5.1% | Added |
| Verity Asset Management, Inc. | 1,674 | $324.7K | 0.19% | −21−1.2% | Reduced |
| West Bancorporation Inc | 1,673 | $324.5K | 0.25% | −70−4.0% | Reduced |
| TNF LLC | 1,804 | $324.4K | 0.15% | −88−4.7% | Reduced |
| ASB Consultores, LLC | 1,658 | $321.6K | 0.13% | −4−0.2% | Reduced |
| Aspiriant, LLC | 1,656 | $321.2K | 0.02% | +93+6.0% | Added |
| Fort Sheridan Advisors LLC | 1,650 | $320.1K | 0.08% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,649 | $319.9K | 0.17% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,630 | $316.2K | 0.00% | +1,630 | New |
| Reitz Capital Advisors LLC | 1,629 | $316.0K | 0.29% | −225−12.1% | Reduced |
| Chartwell Investment Partners, LLC | 1,631 | $316.0K | 0.01% | −43,297−96.4% | Reduced |
| Semus Wealth Partners LLC | 1,627 | $315.6K | 0.34% | +205+14.4% | Added |
| Beaumont Financial Advisors, LLC | 1,623 | $314.9K | 0.03% | +20+1.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,618 | $314.0K | 0.26% | −94−5.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,806 | $314.0K | 0.08% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,617 | $313.7K | 0.21% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,615 | $313.3K | 0.23% | +1,335+476.8% | Added |
| Osborne Partners Capital Management, LLC | 1,614 | $313.1K | 0.02% | −30−1.8% | Reduced |
| LexAurum Advisors, LLC | 1,609 | $312.2K | 0.10% | −19−1.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,607 | $311.8K | 0.19% | +14+0.9% | Added |
| Sax Wealth Advisors, LLC | 1,604 | $311.2K | 0.07% | −1−0.1% | Reduced |
| German American Bancorp, Inc. | 1,603 | $311.0K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,602 | $310.7K | 0.04% | +128+8.7% | Added |
| Kercheville Advisors, LLC | 1,601 | $310.6K | 0.21% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 1,597 | $309.8K | 0.04% | +60+3.9% | Added |
| Transparent Wealth Partners LLC | 1,595 | $309.4K | 0.23% | +14+0.9% | Added |
| Abacus Wealth Partners, LLC | 1,759 | $309.2K | 0.10% | +1,759 | New |
| Encompass Wealth Advisors, LLC | 1,592 | $308.8K | 0.11% | −317−16.6% | Reduced |
| Chilton Investment Co LLC | 1,591 | $308.6K | 0.01% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,591 | $308.6K | 0.13% | +130+8.9% | Added |
| Quent Capital, LLC | 1,589 | $307.5K | 0.05% | +34+2.2% | Added |
| Laird Norton Trust Company, LLC | 1,576 | $305.7K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,751 | $304.3K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,555 | $301.7K | 0.09% | −50−3.1% | Reduced |
| Clear Harbor Asset Management, LLC | 1,554 | $301.5K | 0.03% | +1,554 | New |
| Pacific Sage Partners, LLC | 1,552 | $301.1K | 0.10% | +6+0.4% | Added |
| Boltwood Capital Management | 1,551 | $300.9K | 0.11% | +66+4.4% | Added |
| Aire Advisors, LLC | 1,546 | $300.1K | 0.08% | −50−3.1% | Reduced |
| Baker Boyer National Bank | 1,547 | $300.1K | 0.12% | −556−26.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,535 | $297.8K | 0.15% | +100+7.0% | Added |
| Coyle Financial Counsel LLC | 1,535 | $297.8K | 0.14% | +5+0.3% | Added |
| EPG Wealth Management LLC | 1,533 | $297.3K | 0.09% | +4+0.3% | Added |
| Essex LLC | 1,703 | $296.0K | 0.09% | 00.0% | Unchanged |
| Davidson Investment Advisors | 1,518 | $294.5K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,515 | $293.9K | 0.13% | +284+23.1% | Added |
| Delphia (USA) Inc. | 1,510 | $292.9K | 0.36% | +1,510 | New |
| Teza Capital Management LLC | 1,506 | $292.1K | 0.06% | −2,379−61.2% | Reduced |
| CWS Financial Advisors, LLC | 1,505 | $292.0K | 0.12% | +255+20.4% | Added |
| Renasant Bank | 1,505 | $292.0K | 0.23% | +1,505 | New |
| Rbo & Co LLC | 1,500 | $291.0K | 0.05% | 00.0% | Unchanged |
| Dodge & Cox | 1,500 | $291.0K | 0.00% | +1,500 | New |
| Berkeley Capital Partners, LLC | 1,495 | $289.9K | 0.11% | +5+0.3% | Added |
| Means Investment Co., Inc. | 1,478 | $286.7K | 0.05% | +15+1.0% | Added |
| Compass Financial Advisors LLC | 1,477 | $286.5K | 0.36% | +4+0.3% | Added |
| Fortitude Advisory Group L.L.C. | 1,471 | $285.3K | 0.22% | +29+2.0% | Added |
| Sanders Morris Harris LLC | 1,470 | $285.2K | 0.10% | +1,470 | New |
| Perfromance Wealth Partners, LLC | 1,470 | $285.2K | 0.01% | −51−3.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,471 | $285.0K | 0.03% | −512−25.8% | Reduced |
| Alpha Family Trust | 1,465 | $284.2K | 0.23% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,458 | $283.0K | 0.04% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,458 | $282.8K | 0.10% | −91−5.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,455 | $282.3K | 0.16% | +1,455 | New |
| Brandywine Oak Private Wealth LLC | 1,454 | $282.1K | 0.03% | −27−1.8% | Reduced |
| Hall Laurie J Trustee | 1,450 | $282.0K | 0.12% | −50−3.3% | Reduced |
| Glassman Wealth Services | 1,452 | $281.7K | 0.05% | +109+8.1% | Added |
| Garden State Investment Advisory Services LLC | 1,450 | $281.2K | 0.14% | +3+0.2% | Added |
| ING Groep NV | 1,447 | $280.7K | 0.00% | +1,447 | New |
| Maven Securities LTD | 1,443 | $279.9K | 0.04% | −597−29.3% | Reduced |
| Capital Advisors Inc | 1,442 | $279.7K | 0.01% | −24−1.6% | Reduced |
| Centurion Wealth Management LLC | 1,441 | $279.5K | 0.14% | +10+0.7% | Added |
| EHP Funds Inc. | 1,440 | $279.3K | 0.06% | −20,000−93.3% | Reduced |
| Wealthsource Partners, LLC | 1,439 | $279.2K | 0.02% | +1+0.1% | Added |
| Clear Street Markets LLC | 1,432 | $278.0K | 0.08% | −2,433−62.9% | Reduced |
| Buffington Mohr McNeal | 1,419 | $275.3K | 0.06% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,416 | $274.7K | 0.16% | −532−27.3% | Reduced |