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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 89 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 86 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 85 | $16.0K | 0.00% | −906−91.4% | Reduced |
| Citizens National Bank Trust Department | 80 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 80 | $15.5K | 0.02% | +80 | New |
| Fortis Capital Advisors, LLC | 75 | $14.5K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 73 | $14.2K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 71 | $13.8K | 0.00% | −71−50.0% | Reduced |
| American State Bank (Iowa) | 70 | $13.6K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 61 | $13.1K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 64 | $12.5K | 0.00% | +11+20.8% | Added |
| BOK Financial Private Wealth, Inc. | 63 | $12.2K | 0.00% | −52−45.2% | Reduced |
| MBM Wealth Consultants, LLC | 61 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 60 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 60 | $11.6K | 0.00% | +48+400.0% | Added |
| Dakota Community Bank & Trust NA | 60 | $11.6K | 0.07% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 58 | $11.3K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 57 | $11.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $10.3K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 52 | $10.1K | 0.01% | +19+57.6% | Added |
| Carolina Wealth Advisors, LLC | 50 | $9.70K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 48 | $9.31K | 0.02% | +48 | New |
| Resources Management Corp | 246 | $9.00K | 0.00% | −49,708−99.5% | Reduced |
| Legend Financial Advisors, Inc. | 46 | $8.92K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 45 | $8.73K | 0.06% | −5,642−99.2% | Reduced |
| Hoey Investments, Inc | 45 | $8.73K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 43 | $8.24K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $7.76K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 38 | $7.37K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 214 | $7.11K | 0.31% | +40+23.0% | Added |
| Baldrige Asset Management LLC | 38 | $7.00K | 0.00% | +7+22.6% | Added |
| Lam Group, Inc. | 34 | $6.60K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 32 | $6.21K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 29 | $5.63K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $5.43K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 28 | $5.43K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $4.95K | 0.00% | +26 | New |
| Lowe Wealth Advisors, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 25 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $4.74K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $4.68K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 24 | $4.57K | 0.00% | +24 | New |
| New England Capital Financial Advisors LLC | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 22 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 21 | $4.07K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 16 | $3.10K | 0.00% | +11+220.0% | Added |
| James Investment Research Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $2.13K | 0.00% | +11 | New |
| Iron Horse Wealth Management, LLC | 11 | $2.13K | 0.00% | +11 | New |
| Kozak & Associates, Inc. | 11 | $2.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.94K | 0.00% | +3+42.9% | Added |
| 25 LLC | 9 | $1.57K | 0.00% | +9 | New |
| Koesten, Hirschmann & Crabtree, INC. | 6 | $1.21K | 0.00% | +4+200.0% | Added |
| Retirement Group, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $970 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 5 | $969 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 10,475 | $0 | 0.00% | +10,475 | New |
| Quilter Plc | 11,330 | – | – | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8,313 | – | – | +436+5.5% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −196,525−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −185,889−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −168,782−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −96,557−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −94,734−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −61,521−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −50,064−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −43,330−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,485−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −122,695−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −16,067−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,283−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,672−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −7,981−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,784−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −3,422−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −2,714−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Aletheian Wealth Advisors LLC | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |