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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 635 | $123.3K | 0.01% | −74−10.4% | Reduced |
| General Partner, Inc. | 623 | $120.6K | 0.11% | +47+8.2% | Added |
| JJJ Advisors Inc. | 614 | $118.4K | 0.03% | −75−10.9% | Reduced |
| U S Global Investors Inc | 603 | $117.0K | 0.01% | −195−24.4% | Reduced |
| Coastal Capital Group, Inc. | 599 | $116.3K | 0.03% | +359+149.6% | Added |
| Highlander Capital Management, LLC | 600 | $116.0K | 0.06% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 598 | $115.0K | 0.09% | +1+0.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 583 | $113.0K | 0.04% | +583 | New |
| TFC Financial Management | 580 | $112.6K | 0.03% | +9+1.6% | Added |
| Carolinas Wealth Consulting LLC | 569 | $110.5K | 0.02% | +109+23.7% | Added |
| JNBA Financial Advisors | 560 | $108.7K | 0.01% | +16+2.9% | Added |
| WealthPlan Investment Management, LLC | 560 | $108.6K | 0.02% | −1,375−71.1% | Reduced |
| Arlington Partners LLC | 547 | $106.1K | 0.02% | +494+932.1% | Added |
| Canton Hathaway, LLC | 530 | $103.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 528 | $102.6K | 0.01% | −1,616−75.4% | Reduced |
| SG Americas Securities, LLC | 524 | $102.0K | 0.00% | −16,535−96.9% | Reduced |
| Atlas Capital Advisors LLC | 524 | $101.7K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 522 | $101.3K | 0.02% | +147+39.2% | Added |
| Norwood Financial Corp | 520 | $100.9K | 0.16% | +20+4.0% | Added |
| Larson Financial Group LLC | 510 | $99.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 505 | $98.0K | 0.07% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 503 | $97.6K | 0.01% | +503 | New |
| Atticus Wealth Management, LLC | 497 | $96.4K | 0.04% | −384−43.6% | Reduced |
| TD Capital Management LLC | 486 | $94.3K | 0.01% | +4+0.8% | Added |
| SJS Investment Consulting Inc. | 483 | $93.7K | 0.03% | +11+2.3% | Added |
| Cassady Schiller Wealth Management, LLC | 479 | $92.9K | 0.04% | −12−2.4% | Reduced |
| Hillsdale Investment Management Inc. | 464 | $90.0K | 0.01% | −350−43.0% | Reduced |
| State of Wyoming | 458 | $88.8K | 0.03% | −409−47.2% | Reduced |
| Y.D. More Investments Ltd | 455 | $88.3K | 0.02% | +290+175.8% | Added |
| Granite FO LLC | 487 | $87.6K | 0.05% | +400+459.8% | Added |
| Centennial Bank | 450 | $87.3K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 445 | $86.3K | 0.02% | −53−10.6% | Reduced |
| Studio Investment Management LLC | 440 | $85.4K | 0.03% | +320+266.7% | Added |
| Essex Investment Management Co LLC | 439 | $85.2K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 450 | $85.0K | 0.04% | +80+21.6% | Added |
| Hanson & Doremus Investment Management | 429 | $83.0K | 0.02% | −27−5.9% | Reduced |
| Schubert & Co | 409 | $79.3K | 0.07% | +18+4.6% | Added |
| Family CFO Inc | 400 | $77.6K | 0.06% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 398 | $77.2K | 0.05% | +398 | New |
| First Personal Financial Services | 396 | $76.8K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 384 | $74.5K | 0.12% | 00.0% | Unchanged |
| One River Asset Management, LLC | 387 | $74.0K | 0.05% | −9,632−96.1% | Reduced |
| Operose Advisors LLC | 367 | $71.2K | 0.04% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 365 | $71.0K | 0.02% | −135−27.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 361 | $70.0K | 0.00% | −114−24.0% | Reduced |
| Cascade Investment Advisors, Inc. | 355 | $68.9K | 0.05% | +355 | New |
| Pension & Wealth Management Advisors, Inc. | 346 | $67.1K | 0.05% | +1+0.3% | Added |
| Blume Capital Management, Inc. | 345 | $66.9K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 339 | $65.8K | 0.02% | +147+76.6% | Added |
| Earnest Partners LLC | 338 | $65.6K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 338 | $65.6K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 314 | $60.9K | 0.01% | +4+1.3% | Added |
| Cowen Prime Advisors LLC | 327 | $59.0K | 0.02% | +27+9.0% | Added |
| Morton Brown Family Wealth, LLC | 300 | $58.2K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $58.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 293 | $56.8K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 287 | $55.6K | 0.03% | +3+1.1% | Added |
| First Financial Corp | 284 | $55.1K | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 279 | $54.1K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 278 | $53.9K | 0.03% | +41+17.3% | Added |
| Rational Advisors LLC | 257 | $49.9K | 0.00% | +11+4.5% | Added |
| Disciplined Investments, LLC | 254 | $49.2K | 0.02% | −2−0.8% | Reduced |
| Bell Investment Advisors, Inc | 248 | $48.1K | 0.01% | +10+4.2% | Added |
| M&R Capital Management Inc | 247 | $48.0K | 0.01% | +21+9.3% | Added |
| Riverview Trust Co | 221 | $42.9K | 0.04% | +62+39.0% | Added |
| Piscataqua Savings Bank | 218 | $42.3K | 0.04% | 00.0% | Unchanged |
| Gould Capital, LLC | 216 | $41.9K | 0.03% | 00.0% | Unchanged |
| Syverson Strege & Co | 215 | $41.7K | 0.02% | +154+252.5% | Added |
| GoalVest Advisory LLC | 208 | $40.4K | 0.02% | −26−11.1% | Reduced |
| BDO Wealth Advisors, LLC | 206 | $40.0K | 0.00% | −60−22.6% | Reduced |
| First Community Trust NA | 199 | $38.6K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 188 | $36.4K | 0.04% | +2+1.1% | Added |
| Johnson Midwest Financial, LLC | 187 | $36.2K | 0.05% | +2+1.1% | Added |
| Centerpoint Advisors, LLC | 183 | $36.0K | 0.02% | +123+205.0% | Added |
| Winch Advisory Services, LLC | 183 | $35.0K | 0.01% | +2+1.1% | Added |
| Front Row Advisors LLC | 175 | $34.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 170 | $33.0K | 0.01% | −1−0.6% | Reduced |
| Carderock Capital Management Inc | 167 | $32.4K | 0.01% | +167 | New |
| Joseph Group Capital Management | 165 | $32.0K | 0.03% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 164 | $31.8K | 0.03% | +2+1.2% | Added |
| Worth Asset Management, LLC | 160 | $31.0K | 0.02% | +58+56.9% | Added |
| Coston, McIsaac & Partners | 156 | $30.0K | 0.01% | +13+9.1% | Added |
| Duncker Streett & Co Inc | 154 | $29.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 143 | $27.8K | 0.01% | +1+0.7% | Added |
| DB Fitzpatrick & Co, Inc | 129 | $25.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 128 | $24.8K | 0.01% | +128 | New |
| Robbins Farley LLC | 127 | $24.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 126 | $24.4K | 0.03% | −750−85.6% | Reduced |
| Financial Freedom, LLC | 125 | $24.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 116 | $22.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 116 | $22.4K | 0.01% | +22+23.4% | Added |
| AdvisorShares Investments LLC | 115 | $22.3K | 0.01% | +23+25.0% | Added |
| Thompson Investment Management, Inc. | 109 | $21.1K | 0.00% | +109 | New |
| Pin Oak Investment Advisors Inc | 110 | $21.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 104 | $20.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 101 | $19.6K | 0.01% | +33+48.5% | Added |
| Ritter Daniher Financial Advisory LLC | 100 | $19.4K | 0.01% | +50+100.0% | Added |
| Canada Pension Plan Investment Board | 96 | $18.6K | 0.00% | +86+860.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 93 | $18.0K | 0.01% | −50−35.0% | Reduced |