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 |
|---|---|---|---|---|---|
| Act Wealth Management, LLC | 1,179 | $228.7K | 0.14% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 1,175 | $227.9K | 0.04% | −50−4.1% | Reduced |
| West Branch Capital LLC | 1,169 | $226.7K | 0.13% | +2+0.2% | Added |
| Private Capital Management LLC | 1,164 | $225.9K | 0.07% | +1,164 | New |
| Equitable Trust Co | 1,160 | $225.0K | 0.02% | +1,160 | New |
| Planning Center, Inc. | 1,178 | $225.0K | 0.06% | −30−2.5% | Reduced |
| Acorn Financial Advisory Services Inc | 1,153 | $223.7K | 0.04% | −225−16.3% | Reduced |
| Edge Capital Group, LLC | 1,151 | $223.3K | 0.01% | −73−6.0% | Reduced |
| Fulcrum Capital LLC | 1,151 | $223.3K | 0.06% | +1,151 | New |
| Bond & Devick Financial Network, Inc. | 1,151 | $223.3K | 0.14% | +1,151 | New |
| RMB Capital Management, LLC | 1,145 | $222.1K | 0.01% | +1,145 | New |
| Jacobsen Capital Management | 1,143 | $221.7K | 0.12% | +1,143 | New |
| Holderness Investments Co | 1,142 | $221.5K | 0.09% | +1,142 | New |
| Welch Group, LLC | 1,139 | $221.0K | 0.01% | +1,139 | New |
| Farther Finance Advisors, LLC | 1,136 | $220.3K | 0.06% | −6−0.5% | Reduced |
| Crewe Advisors LLC | 1,133 | $219.8K | 0.03% | −126−10.0% | Reduced |
| Ascent Group, LLC | 1,133 | $219.8K | 0.02% | +1,133 | New |
| Wealth Dimensions Group, Ltd. | 1,133 | $219.8K | 0.09% | +1,133 | New |
| Independent Wealth Network Inc. | 1,128 | $218.9K | 0.14% | +1,128 | New |
| Tevis Investment Management | 1,126 | $218.4K | 0.22% | +1,126 | New |
| Sound Income Strategies, LLC | 1,125 | $218.3K | 0.02% | −20−1.7% | Reduced |
| Clean Yield Group | 1,121 | $217.5K | 0.09% | −10−0.9% | Reduced |
| Global Assets Advisory, LLC | 1,112 | $215.9K | 0.22% | +1,112 | New |
| Five Oceans Advisors | 1,112 | $215.7K | 0.14% | +1,112 | New |
| HHM Wealth Advisors, LLC | 1,104 | $214.2K | 0.04% | +104+10.4% | Added |
| Wills Financial Group, Inc. | 1,100 | $213.4K | 0.11% | +1,100 | New |
| All Terrain Financial Advisors, LLC | 1,100 | $213.4K | 0.10% | +1,100 | New |
| Hixon Zuercher, LLC | 1,100 | $213.4K | 0.13% | +1,100 | New |
| Ami Investment Management Inc | 1,100 | $213.3K | 0.10% | +1,100 | New |
| Global Financial Private Client, LLC | 1,100 | $213.1K | 0.11% | +56+5.4% | Added |
| Cedar Brook Financial Partners, LLC | 1,092 | $211.8K | 0.05% | +1,092 | New |
| Carmichael Hill & Associates, Inc. | 1,091 | $211.6K | 0.11% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,088 | $211.1K | 0.00% | −663−37.9% | Reduced |
| 1776 Wealth LLC | 1,088 | $211.1K | 0.13% | +1,088 | New |
| Mirador Capital Partners LP | 1,088 | $211.0K | 0.05% | +1,088 | New |
| Ambassador Advisors, LLC | 1,239 | $211.0K | 0.05% | +1,239 | New |
| Narus Financial Partners, LLC | 1,087 | $210.8K | 0.11% | +1,087 | New |
| Fort, L.P. | 1,079 | $209.3K | 0.54% | +1,079 | New |
| WNY Asset Management, LLC | 1,078 | $209.0K | 0.05% | +1,078 | New |
| Veracity Capital LLC | 1,077 | $208.9K | 0.10% | +1,077 | New |
| JB Capital LLC | 1,075 | $208.4K | 0.02% | +1,075 | New |
| Tempus Wealth Planning, LLC | 1,073 | $208.1K | 0.10% | −84−7.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,070 | $207.6K | 0.05% | +1,070 | New |
| Camden National Bank | 1,069 | $207.4K | 0.04% | +1,069 | New |
| Gradient Capital Advisors, LLC | 1,067 | $207.0K | 0.09% | +1,067 | New |
| Meredith Wealth Planning | 1,066 | $206.8K | 0.17% | +1,066 | New |
| Bard Associates Inc | 1,064 | $206.4K | 0.09% | +1,064 | New |
| True Capital Management | 1,057 | $205.0K | 0.14% | +1,057 | New |
| Trilogy Capital Inc. | 1,057 | $205.0K | 0.01% | +1,057 | New |
| Cable Hill Partners, LLC | 1,054 | $204.5K | 0.03% | +1,054 | New |
| Sonora Investment Management Group, LLC | 1,053 | $204.2K | 0.02% | −146−12.2% | Reduced |
| Ssi Investment Management LLC | 1,049 | $203.5K | 0.01% | −270−20.5% | Reduced |
| CNB Bank | 1,049 | $203.5K | 0.12% | +224+27.2% | Added |
| MV Capital Management, Inc. | 1,047 | $203.1K | 0.03% | +112+12.0% | Added |
| Kooman & Associates | 1,046 | $203.0K | 0.11% | +1,046 | New |
| Doliver Advisors, LP | 1,046 | $202.9K | 0.06% | +1,046 | New |
| Institutional & Family Asset Management, LLC | 1,042 | $202.1K | 0.03% | +101+10.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,040 | $201.9K | 0.05% | +1,040 | New |
| Garrison Point Advisors, LLC | 1,040 | $201.8K | 0.15% | +1,040 | New |
| Indie Asset Partners, LLC | 1,038 | $201.3K | 0.24% | −199−16.1% | Reduced |
| WealthCare Investment Partners, LLC | 1,036 | $201.0K | 0.12% | +1,036 | New |
| Milestone Investment Advisors LLC | 1,034 | $200.6K | 0.06% | +1,034 | New |
| Ballast Advisors LLC | 1,032 | $200.2K | 0.08% | +1,032 | New |
| Plante Moran Financial Advisors, LLC | 1,011 | $196.1K | 0.03% | −160−13.7% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 992 | $192.4K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 967 | $187.6K | 0.10% | −1,319−57.7% | Reduced |
| Asset Dedication, LLC | 954 | $187.0K | 0.02% | −6−0.6% | Reduced |
| Eagle Bay Advisors LLC | 961 | $186.5K | 0.10% | −103−9.7% | Reduced |
| Westside Investment Management, Inc. | 946 | $183.5K | 0.05% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 929 | $180.1K | 0.09% | +929 | New |
| Paradigm Asset Management Co LLC | 924 | $179.2K | 0.05% | −50−5.1% | Reduced |
| Toth Financial Advisory Corp | 919 | $178.3K | 0.03% | +152+19.8% | Added |
| Beacon Capital Management, LLC | 916 | $177.7K | 0.05% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 908 | $176.1K | 0.08% | +15+1.7% | Added |
| Tfo-TDC, LLC | 869 | $168.6K | 0.04% | +867+43,350.0% | Added |
| Lee Financial Co | 866 | $168.1K | 0.03% | +35+4.2% | Added |
| Covestor Ltd | 855 | $166.0K | 0.14% | +22+2.6% | Added |
| Horizon Bancorp Inc | 849 | $165.0K | 0.11% | −23−2.6% | Reduced |
| Bellwether Advisors, LLC | 850 | $164.9K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 845 | $163.9K | 0.09% | +88+11.6% | Added |
| Rock Creek Group, LP | 841 | $163.1K | 0.02% | +245+41.1% | Added |
| MCF Advisors LLC | 840 | $162.9K | 0.02% | +268+46.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 807 | $156.7K | 0.13% | +4+0.5% | Added |
| Kenfarb & Co. | 800 | $155.2K | 0.14% | −200−20.0% | Reduced |
| Rise Advisors, LLC | 743 | $144.2K | 0.11% | +221+42.3% | Added |
| Fairfield Financial Advisors, LTD | 751 | $143.5K | 0.06% | −76−9.2% | Reduced |
| Avalon Trust Co | 740 | $143.5K | 0.01% | +740 | New |
| Paladin Advisory Group, LLC | 733 | $142.3K | 0.12% | +733 | New |
| Capula Management Ltd | 701 | $136.0K | 0.01% | −115,458−99.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 699 | $135.7K | 0.09% | +2+0.3% | Added |
| Wolverine Asset Management LLC | 697 | $135.2K | 0.00% | −3,334−82.7% | Reduced |
| Missouri Trust & Investment Co | 685 | $132.9K | 0.09% | 00.0% | Unchanged |
| TSFG, LLC | 667 | $129.0K | 0.05% | +2+0.3% | Added |
| Atlantic Trust, LLC | 654 | $126.9K | 0.04% | −18−2.7% | Reduced |
| First Command Bank | 650 | $126.1K | 0.01% | +59+10.0% | Added |
| First Command Financial Services, Inc. | 650 | $126.1K | 0.01% | +59+10.0% | Added |
| Webster Bank, N. A. | 649 | $125.9K | 0.02% | −194−23.0% | Reduced |
| Raffa Wealth Management, LLC | 641 | $124.3K | 0.05% | +5+0.8% | Added |
| West Oak Capital, LLC | 641 | $124.3K | 0.06% | +475+286.1% | Added |
| IAG Wealth Partners, LLC | 640 | $124.2K | 0.03% | 00.0% | Unchanged |