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 |
|---|---|---|---|---|---|
| Providence Wealth Advisors, LLC | 1,389 | $274.5K | 0.20% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,409 | $273.3K | 0.21% | +173+14.0% | Added |
| Tucker Asset Management LLC | 1,408 | $273.2K | 0.08% | +146+11.6% | Added |
| Braun-Bostich & Associates Inc. | 1,407 | $272.9K | 0.65% | +64+4.8% | Added |
| Becker Capital Management Inc | 1,405 | $272.6K | 0.01% | +45+3.3% | Added |
| Summit Financial Group Inc | 1,404 | $272.4K | 0.11% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,403 | $272.2K | 0.19% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,401 | $271.7K | 0.19% | +4+0.3% | Added |
| Carl P. Sherr & Co., LLC | 1,398 | $271.1K | 0.19% | +1+0.1% | Added |
| Southland Equity Partners LLC | 1,396 | $270.8K | 0.11% | +36+2.6% | Added |
| Bedel Financial Consulting, Inc. | 1,394 | $270.4K | 0.07% | −27−1.9% | Reduced |
| Gill Capital Partners, LLC | 1,392 | $270.0K | 0.12% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,388 | $269.0K | 0.05% | +86+6.6% | Added |
| LBMC Investment Advisors, LLC | 1,373 | $266.4K | 0.03% | +12+0.9% | Added |
| Geller Advisors LLC | 1,371 | $266.0K | 0.04% | +1,371 | New |
| LWM Advisory Services, LLC | 1,368 | $265.4K | 0.28% | +25+1.9% | Added |
| Vestor Capital, LLC | 1,368 | $265.0K | 0.03% | −62−4.3% | Reduced |
| Diversified, LLC | 1,364 | $264.5K | 0.09% | +8+0.6% | Added |
| Auxano Advisors, LLC | 1,363 | $264.4K | 0.11% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,360 | $264.0K | 0.02% | −48−3.4% | Reduced |
| Aspen Grove Capital, LLC | 1,359 | $263.7K | 0.12% | +1,359 | New |
| Epic Trust Investment Advisors, LLC | 1,358 | $263.6K | 0.33% | +170+14.3% | Added |
| WealthPLAN Partners, LLC | 1,358 | $263.5K | 0.03% | −577−29.8% | Reduced |
| Bluesphere Advisors, LLC | 1,358 | $263.4K | 0.22% | −233−14.6% | Reduced |
| ELCO Management Co., LLC | 1,355 | $262.9K | 0.19% | 00.0% | Unchanged |
| NBW Capital LLC | 1,353 | $262.5K | 0.06% | +166+14.0% | Added |
| Shufro Rose & Co LLC | 1,350 | $261.9K | 0.02% | −753−35.8% | Reduced |
| Regents of the University of California | 1,350 | $261.9K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,341 | $260.2K | 0.22% | −47−3.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,340 | $259.9K | 0.02% | +186+16.1% | Added |
| Wedge Capital Management L L P | 1,337 | $259.4K | 0.00% | +6+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,336 | $259.2K | 0.14% | −109−7.5% | Reduced |
| Northwest Wealth Management, LLC | 1,335 | $259.0K | 0.10% | +168+14.4% | Added |
| Oak Hill Wealth Advisors, LLC | 1,333 | $258.7K | 0.10% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,330 | $258.0K | 0.08% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,326 | $257.2K | 0.08% | −18−1.3% | Reduced |
| Petra Financial Advisors Inc | 1,326 | $257.2K | 0.25% | +1,326 | New |
| Horizon Family Wealth, Inc. | 1,325 | $257.0K | 0.27% | +49+3.8% | Added |
| Aveo Capital Partners, LLC | 1,323 | $256.6K | 0.03% | −5−0.4% | Reduced |
| Apexium Financial, LP | 1,319 | $255.8K | 0.03% | +1,319 | New |
| 626 Financial, LLC | 1,318 | $255.8K | 0.17% | −395−23.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,318 | $255.7K | 0.03% | +1,318 | New |
| WBH Advisory Inc | 1,314 | $254.9K | 0.03% | +1,314 | New |
| FSM Wealth Advisors, LLC | 1,307 | $253.5K | 0.15% | +9+0.7% | Added |
| Arthur M. Cohen & Associates, LLC | 1,303 | $252.8K | 0.07% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,302 | $252.6K | 0.14% | +1,302 | New |
| Angeles Wealth Management, LLC | 1,300 | $252.2K | 0.04% | +9+0.7% | Added |
| New Republic Capital, LLC | 1,300 | $252.1K | 0.19% | +1,300 | New |
| Wealth Effects LLC | 1,298 | $251.8K | 0.13% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,294 | $251.0K | 0.13% | +1,294 | New |
| Tiemann Investment Advisors, LLC | 1,292 | $250.6K | 0.14% | −55−4.1% | Reduced |
| Hudock, Inc. | 1,291 | $250.6K | 0.06% | +7+0.5% | Added |
| Blue Barn Wealth, LLC | 1,286 | $249.5K | 0.15% | −200−13.5% | Reduced |
| Abacus Planning Group, Inc. | 1,285 | $249.3K | 0.06% | +35+2.8% | Added |
| Heartwood Wealth Advisors LLC | 1,284 | $249.1K | 0.04% | +131+11.4% | Added |
| BFT Financial Group, LLC | 1,276 | $247.6K | 0.04% | +1,276 | New |
| Derbend Asset Management | 1,267 | $245.8K | 0.18% | +11+0.9% | Added |
| Madison Wealth Partners, Inc | 1,267 | $245.7K | 0.12% | +8+0.6% | Added |
| Key Financial Inc | 1,266 | $245.6K | 0.09% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,263 | $245.1K | 0.03% | +1,263 | New |
| Mirabella Financial Services LLP | 1,260 | $244.4K | 0.05% | +1,260 | New |
| Symphony Financial, Ltd. Co. | 1,277 | $244.1K | 0.06% | −23−1.8% | Reduced |
| Clear Creek Financial Management, LLC | 1,257 | $243.9K | 0.05% | +1,257 | New |
| Fulcrum Equity Management | 1,257 | $243.9K | 0.23% | +1,257 | New |
| Wealthquest Corp | 1,254 | $243.3K | 0.03% | −120−8.7% | Reduced |
| Keystone Wealth Services, LLC | 1,254 | $243.2K | 0.10% | +10+0.8% | Added |
| Grey Street Capital, LLC | 1,252 | $242.9K | 0.17% | +1,252 | New |
| Nichols & Pratt Advisers LLP | 1,250 | $242.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,248 | $242.2K | 0.02% | +32+2.6% | Added |
| XTX Topco Ltd | 1,246 | $241.7K | 0.05% | +1,246 | New |
| Meeder Asset Management Inc | 1,246 | $241.6K | 0.02% | −1,956−61.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,244 | $241.3K | 0.09% | 00.0% | Unchanged |
| First PREMIER Bank | 1,243 | $241.0K | 0.07% | −75−5.7% | Reduced |
| Northside Capital Management, LLC | 1,242 | $240.9K | 0.06% | −375−23.2% | Reduced |
| Aua Capital Management, LLC | 1,236 | $239.8K | 0.16% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,236 | $239.8K | 0.02% | +1,236 | New |
| Berger Financial Group, Inc | 1,233 | $239.1K | 0.03% | +68+5.8% | Added |
| Resurgent Financial Advisors LLC | 1,230 | $238.6K | 0.16% | −884−41.8% | Reduced |
| Aurora Private Wealth, Inc. | 1,228 | $238.0K | 0.25% | +1,228 | New |
| Nadler Financial Group, Inc. | 1,226 | $237.8K | 0.04% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,219 | $236.6K | 0.09% | +22+1.8% | Added |
| Wealth Architects, LLC | 1,217 | $236.1K | 0.04% | +6+0.5% | Added |
| Opal Wealth Advisors, LLC | 1,214 | $235.5K | 0.14% | +17+1.4% | Added |
| Financial Planning & Information Services, Inc. | 1,210 | $234.7K | 0.05% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $234.5K | 0.22% | 00.0% | Unchanged |
| Credit Agricole S A | 1,205 | $233.8K | 0.01% | −481−28.5% | Reduced |
| Stephens Investment Management Group LLC | 1,203 | $233.4K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,202 | $233.2K | 0.06% | +8+0.7% | Added |
| Lifestyle Asset Management, Inc. | 1,202 | $233.2K | 0.16% | +46+4.0% | Added |
| Capital Advisors, Ltd. LLC | 1,201 | $233.0K | 0.04% | +46+4.0% | Added |
| Tranquility Partners, LLC | 1,201 | $233.0K | 0.11% | +1,201 | New |
| Trust Co | 1,199 | $232.6K | 0.04% | −51−4.1% | Reduced |
| Philadelphia Trust Co | 1,194 | $232.0K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,196 | $231.9K | 0.01% | +1,196 | New |
| RW Investment Management LLC | 1,193 | $231.4K | 0.06% | +1,193 | New |
| Shakespeare Wealth Management, Inc. | 1,190 | $230.8K | 0.08% | 00.0% | Unchanged |
| Mayport, LLC | 1,188 | $230.4K | 0.14% | +1,188 | New |
| Avaii Wealth Management, LLC | 1,185 | $229.9K | 0.20% | +1,185 | New |
| CIC Wealth, LLC | 1,182 | $229.3K | 0.09% | +30+2.6% | Added |
| Old North State Trust, LLC | 1,180 | $229.0K | 0.16% | +35+3.1% | Added |