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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.

Institutional holdersQ1 2023: 2,266 institutions
Q1 2021: 1,966 institutionsQ2 2021: 2,018 institutionsQ3 2021: 1,984 institutionsQ4 2021: 2,235 institutionsQ1 2022: 2,242 institutionsQ2 2022: 2,151 institutionsQ3 2022: 2,130 institutionsQ4 2022: 2,236 institutionsQ1 2023: 2,266 institutionsQ2 2023: 2,257 institutionsQ3 2023: 2,209 institutionsQ4 2023: 2,268 institutionsQ1 2024: 2,219 institutionsQ2 2024: 2,182 institutionsQ3 2024: 2,169 institutionsQ4 2024: 2,293 institutionsQ1 2025: 2,202 institutionsQ2 2025: 2,116 institutionsQ3 2025: 1,950 institutionsQ4 2025: 2,125 institutionsQ1 2026: 2,120 institutionsQ2 2026: 2,147 institutions
Value heldQ1 2023: $100.1B
Q1 2021: $84.2BQ2 2021: $104.6BQ3 2021: $91.7BQ4 2021: $108.2BQ1 2022: $110.0BQ2 2022: $95.3BQ3 2022: $83.8BQ4 2022: $89.6BQ1 2023: $100.1BQ2 2023: $91.0BQ3 2023: $78.9BQ4 2023: $80.8BQ1 2024: $76.3BQ2 2024: $71.0BQ3 2024: $69.9BQ4 2024: $64.8BQ1 2025: $55.4BQ2 2025: $50.4BQ3 2025: $39.4BQ4 2025: $50.2BQ1 2026: $49.4BQ2 2026: $57.3B
Institutions holding UPS and their total value by quarter
QuarterHoldersValue
Q2 20262,147$57.3B
Q1 20262,120$49.4B
Q4 20252,125$50.2B
Q3 20251,950$39.4B
Q2 20252,116$50.4B
Q1 20252,202$55.4B
Q4 20242,293$64.8B
Q3 20242,169$69.9B
Q2 20242,182$71.0B
Q1 20242,219$76.3B
Q4 20232,268$80.8B
Q3 20232,209$78.9B
Q2 20232,257$91.0B
Q1 20232,266$100.1B
Q4 20222,236$89.6B
Q3 20222,130$83.8B
Q2 20222,151$95.3B
Q1 20222,242$110.0B
Q4 20212,235$108.2B
Q3 20211,984$91.7B
Q2 20212,018$104.6B
Q1 20211,966$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.

Institutions holding UPS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
WealthBridge Capital Management, LLC0$00.00%−2,353−100.0%Sold out
Adamsbrown Wealth Consultants LLC0$00.00%−2,253−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−2,242−100.0%Sold out
Engineers Gate Manager LP0$00.00%−2,237−100.0%Sold out
Andesa Financial Management Inc.0$00.00%−2,176−100.0%Sold out
Crestwood Advisors Group LLC0$00.00%−2,123−100.0%Sold out
FIDELIS iM, LLC0$00.00%−2,000−100.0%Sold out
GAM Holding AG0$00.00%−1,854−100.0%Sold out
Goldstein Advisors, LLC0$00.00%−1,849−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,826−100.0%Sold out
Insight Advisors, LLC0$00.00%−1,804−100.0%Sold out
Duality Advisers, LP0$00.00%−1,743−100.0%Sold out
Caas Capital Management LP0$00.00%−1,710−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−1,670−100.0%Sold out
S&T Bank0$00.00%−1,639−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−1,621−100.0%Sold out
Grant/GrossMendelsohn, LLC0$00.00%−1,527−100.0%Sold out
Garda Capital Partners LP0$00.00%−1,539−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−1,512−100.0%Sold out
Private Capital Management, LLC0$00.00%−1,479−100.0%Sold out
Core Wealth Partners LLC0$00.00%−15,720−100.0%Sold out
Capital International Inc0$00.00%−1,348−100.0%Sold out
MQS Management LLC0$00.00%−1,347−100.0%Sold out
Argent Capital Management LLC0$00.00%−1,342−100.0%Sold out
First Interstate Bank0$00.00%−1,325−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−1,327−100.0%Sold out
Resource Planning Group0$00.00%−1,291−100.0%Sold out
Appleton Partners Inc0$00.00%−1,282−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,282−100.0%Sold out
Hamilton Wealth, LLC0$00.00%−1,238−100.0%Sold out
Carroll Investors, Inc0$00.00%−1,198−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−1,209−100.0%Sold out
Firethorn Wealth Partners, LLC0$00.00%−1,166−100.0%Sold out
B&D White Capital Company, LLC0$00.00%−1,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−849−100.0%Sold out
Tandem Wealth Advisors LLC0$00.00%−818−100.0%Sold out
Leelyn Smith, LLC0$00.00%−768−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−549−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−540−100.0%Sold out
EWG Elevate Inc.0$00.00%−536−100.0%Sold out
Affiance Financial, LLC0$00.00%−524−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−400−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−368−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−335−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−282−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−279−100.0%Sold out
QVR LLC0$00.00%−240−100.0%Sold out
WFA of San Diego, LLC0$00.00%−223−100.0%Sold out
RWM Asset Management, LLC0$00.00%−222−100.0%Sold out
Red Tortoise LLC0$00.00%−197−100.0%Sold out
Simplex Trading, LLC0$00.00%−200−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−176−100.0%Sold out
Madden Securities Corp0$00.00%−165−100.0%Sold out
Win Advisors, Inc0$00.00%−160−100.0%Sold out
Cyrus J. Lawrence, LLC0$00.00%−125−100.0%Sold out
My Personal CFO, LLC0$00.00%−107−100.0%Sold out
Laurel Wealth Planning LLC0$00.00%−85−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−75−100.0%Sold out
Sageworth Trust Co0$00.00%−14−100.0%Sold out
Islay Capital Management, LLC0$00.00%−7−100.0%Sold out
PEAK6 Investments LLC0$00.00%−4−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−29−100.0%Sold out
Personal Capital Advisors Corp––––Not filed
CFO4Life, L.P.––––Not filed
Comerica Bank––––Not filed
ARGI Investment Services, LLC––––Not filed
Seeyond––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Boenning & Scattergood, Inc.––––Not filed
True Signal LP––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Allstate Investment Management Co––––Not filed
Bank of the West––––Not filed
Burleson & Company, LLC––––Not filed
Canandaigua National Corp––––Not filed
Gofen & Glossberg LLC––––Not filed
Gamble Jones Investment Counsel––––Not filed
Ascension Asset Management LLC––––Not filed
Momentum Advisors, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed
YorkBridge Wealth Partners, LLC––––Not filed
Keystone Financial Group––––Not filed
Aevitas Wealth Management, Inc.––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Regent Investment Management LLC––––Not filed
Perpetual Investment Management Ltd––––Not filed
Probity Advisors, Inc.––––Not filed
Zeke Capital Advisors, LLC––––Not filed
swisspartners Ltd.––––Not filed
Harrison & Co Wealth Management, LLC––––Not filed
Cribstone Capital Management, LLC––––Not filed
Gallagher Benefit Services, Inc.––––Not filed
F3Logic, LLC––––Not filed
Titleist Asset Management, Ltd.––––Not filed
Selective Wealth Management, Inc.––––Not filed
Ipsen Advisor Group LLC––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
WC Walker & Associates, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed