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
- 2,267
- +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
- 982 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 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $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 |
|---|---|---|---|---|---|
| AMF Pensionsforsakring AB | 197,998 | $38.5M | 0.39% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 196,752 | $38.2M | 2.59% | +2,416+1.2% | Added |
| American International Group, Inc. | 190,760 | $37.0M | 0.24% | +712+0.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 188,800 | $36.6M | 1.35% | +1,777+1.0% | Added |
| Candriam Luxembourg S.C.A. | 204,959 | $36.6M | 0.25% | +11,090+5.7% | Added |
| USS Investment Management Ltd | 186,840 | $36.2M | 0.50% | +2,157+1.2% | Added |
| Cetera Advisor Networks LLC | 186,545 | $36.2M | 0.27% | +25,680+16.0% | Added |
| National Bank of Canada | 183,958 | $35.7M | 0.10% | +35,623+24.0% | Added |
| Keybank National Association | 183,757 | $35.6M | 0.17% | −2,979−1.6% | Reduced |
| D.A. Davidson & Co. | 181,891 | $35.3M | 0.40% | +10,909+6.4% | Added |
| Teacher Retirement System of Texas | 181,415 | $35.2M | 0.24% | +2,251+1.3% | Added |
| Marathon Asset Mgmt Ltd | 181,104 | $35.1M | 0.98% | −27,463−13.2% | Reduced |
| Trillium Asset Management, LLC | 193,825 | $35.1M | 1.03% | −2,273−1.2% | Reduced |
| Raymond James Trust N.A. | 180,654 | $35.0M | 1.11% | +3,440+1.9% | Added |
| Brown Advisory Inc | 179,798 | $34.9M | 0.06% | +13,716+8.3% | Added |
| Virginia Retirement Systems Et Al | 178,572 | $34.6M | 0.36% | +76,772+75.4% | Added |
| Delta Asset Management LLC | 177,658 | $34.5M | 3.62% | −115−0.1% | Reduced |
| Dearborn Partners LLC | 177,393 | $34.4M | 1.35% | +3,760+2.2% | Added |
| EP Wealth Advisors, LLC | 170,773 | $34.4M | 0.68% | +155,236+999.1% | Added |
| London & Capital Asset Management Ltd | 174,336 | $33.8M | 3.18% | −22,878−11.6% | Reduced |
| DnB Asset Management AS | 173,857 | $33.7M | 0.21% | +1,024+0.6% | Added |
| Westshore Wealth, LLC | 173,685 | $33.7M | 17.70% | −823−0.5% | Reduced |
| Nexus Investment Management ULC | 170,085 | $33.0M | 3.64% | −375−0.2% | Reduced |
| Xponance, Inc. | 169,564 | $32.9M | 0.48% | +2,749+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 168,510 | $32.7M | 0.11% | +4,424+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 166,597 | $32.3M | 0.08% | +15,989+10.6% | Added |
| Mercer Global Advisors Inc | 165,776 | $32.2M | 0.15% | −6,649−3.9% | Reduced |
| Alpha Cubed Investments, LLC | 165,401 | $32.1M | 2.32% | −1,322−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 163,647 | $31.7M | 0.48% | +12,063+8.0% | Added |
| First Manhattan Co | 162,613 | $31.5M | 0.12% | −7,746−4.5% | Reduced |
| Sabal Trust CO | 160,945 | $31.2M | 2.18% | +1,655+1.0% | Added |
| Klingenstein Fields & Co LP | 160,698 | $31.2M | 1.56% | −2,240−1.4% | Reduced |
| Umb Bank N A | 159,905 | $31.0M | 0.50% | +609+0.4% | Added |
| KCM Investment Advisors LLC | 155,868 | $30.2M | 1.22% | −1,931−1.2% | Reduced |
| Saturna Capital CORP | 154,182 | $29.9M | 0.58% | +30,041+24.2% | Added |
| Vontobel Holding Ltd. | 152,750 | $29.6M | 0.28% | −6,545−4.1% | Reduced |
| Texas Permanent School Fund | 151,734 | $29.4M | 0.29% | +47,741+45.9% | Added |
| Capital Investment Advisors, LLC | 150,695 | $29.2M | 0.86% | +335+0.2% | Added |
| Manning & Napier Group, LLC | 149,997 | $29.1M | 0.34% | −547−0.4% | Reduced |
| Factory Mutual Insurance Co | 147,300 | $28.6M | 0.45% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 146,526 | $28.4M | 0.12% | +5,094+3.6% | Added |
| Payden & Rygel | 145,110 | $28.1M | 1.67% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 143,864 | $27.9M | 1.65% | +420.0% | Added |
| Allianz Asset Management GmbH | 143,123 | $27.8M | 0.06% | −121,275−45.9% | Reduced |
| Baker Avenue Asset Management, LP | 142,232 | $27.6M | 1.49% | −442−0.3% | Reduced |
| Clarkston Capital Partners, LLC | 141,285 | $27.4M | 0.51% | −1,835−1.3% | Reduced |
| Parsec Financial Management, Inc. | 136,501 | $26.5M | 1.12% | −3,553−2.5% | Reduced |
| Professional Advisory Services Inc | 133,931 | $26.0M | 4.05% | +490.0% | Added |
| Stephens Inc | 133,511 | $25.9M | 0.50% | +4,656+3.6% | Added |
| AQR Capital Management LLC | 134,744 | $25.8M | 0.06% | −35,436−20.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 132,725 | $25.7M | 0.68% | +7,422+5.9% | Added |
| RSM US Wealth Management LLC | 132,636 | $25.7M | 0.91% | +6,916+5.5% | Added |
| Calamos Advisors LLC | 131,785 | $25.6M | 0.13% | −16,412−11.1% | Reduced |
| Utah Retirement Systems | 131,018 | $25.4M | 0.37% | +400+0.3% | Added |
| Donald L. Hagan, LLC | 130,526 | $25.3M | 13.97% | −6,065−4.4% | Reduced |
| Stock Yards Bank & Trust Co | 130,295 | $25.3M | 0.97% | +2,761+2.2% | Added |
| Scotia Capital Inc. | 129,990 | $25.2M | 0.18% | −3,055−2.3% | Reduced |
| Madison Asset Management, LLC | 129,478 | $25.1M | 0.38% | +76,665+145.2% | Added |
| IFM Investors Pty Ltd | 128,807 | $25.0M | 0.38% | +3,769+3.0% | Added |
| Prio Wealth Limited Partnership | 127,112 | $24.7M | 0.94% | +303+0.2% | Added |
| Martingale Asset Management L P | 125,393 | $24.3M | 0.47% | −78,876−38.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 123,723 | $24.0M | 0.21% | +358+0.3% | Added |
| First Long Island Investors, LLC | 122,821 | $23.8M | 2.42% | −1,472−1.2% | Reduced |
| Jennison Associates LLC | 121,820 | $23.6M | 0.02% | +7,557+6.6% | Added |
| Synovus Financial Corp | 120,991 | $23.5M | 0.26% | −1,245−1.0% | Reduced |
| Westpac Banking Corp | 119,337 | $23.2M | 0.31% | −17,047−12.5% | Reduced |
| Public Employees Retirement Association of Colorado | 119,315 | $23.1M | 0.12% | −2,910−2.4% | Reduced |
| Washington Trust Advisors, Inc. | 118,724 | $23.0M | 2.34% | −642−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 118,719 | $23.0M | 0.11% | +1,757+1.5% | Added |
| Axxcess Wealth Management, LLC | 118,342 | $23.0M | 1.81% | −447−0.4% | Reduced |
| Birch Hill Investment Advisors LLC | 117,599 | $22.8M | 1.42% | −80,161−40.5% | Reduced |
| Bridgewater Associates, LP | 117,376 | $22.8M | 0.14% | +117,376 | New |
| Pinnacle Financial Partners Inc | 116,740 | $22.6M | 0.61% | +7,695+7.1% | Added |
| Lazard Asset Management LLC | 116,438 | $22.6M | 0.03% | −1,185−1.0% | Reduced |
| Marcum Wealth, LLC | 115,076 | $22.3M | 2.79% | +1,899+1.7% | Added |
| Wade G W & Inc | 114,802 | $22.3M | 0.86% | +951+0.8% | Added |
| New York Life Investment Management LLC | 114,730 | $22.3M | 0.25% | −350.0% | Reduced |
| Oregon Public Employees Retirement Fund | 112,990 | $21.9M | 0.27% | −4,847−4.1% | Reduced |
| Yousif Capital Management, LLC | 112,088 | $21.7M | 0.28% | −4,081−3.5% | Reduced |
| Kestra Advisory Services, LLC | 111,946 | $21.7M | 0.24% | −17,289−13.4% | Reduced |
| Achmea Investment Management B.V. | 111,082 | $21.5M | 0.62% | +12,547+12.7% | Added |
| ProShare Advisors LLC | 110,994 | $21.5M | 0.07% | +17,371+18.6% | Added |
| Macquarie Group Ltd | 110,175 | $21.4M | 0.03% | −63,989−36.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 109,382 | $21.2M | 0.06% | +39,838+57.3% | Added |
| Marco Investment Management LLC | 108,335 | $21.0M | 2.37% | +571+0.5% | Added |
| State of Alaska, Department of Revenue | 107,871 | $20.9M | 0.25% | −1,525−1.4% | Reduced |
| Neuberger Berman Group LLC | 106,891 | $20.7M | 0.02% | −75,936−41.5% | Reduced |
| Fidelity National Financial, Inc. | 106,701 | $20.7M | 0.79% | 00.0% | Unchanged |
| Everett Harris & Co | 106,192 | $20.6M | 0.33% | −205−0.2% | Reduced |
| Financial Counselors Inc | 106,042 | $20.6M | 0.44% | +1,170+1.1% | Added |
| Bryn Mawr Trust Co | 106,037 | $20.6M | 0.91% | −721−0.7% | Reduced |
| Huntington National Bank | 105,545 | $20.5M | 0.20% | +14,401+15.8% | Added |
| Stewart & Patten Co LLC | 105,007 | $20.4M | 3.45% | −79−0.1% | Reduced |
| Mutual of America Capital Management LLC | 104,514 | $20.3M | 0.24% | +173+0.2% | Added |
| MML Investors Services, LLC | 103,713 | $20.1M | 0.14% | +2,314+2.3% | Added |
| Grimes & Company, Inc. | 103,090 | $20.0M | 0.82% | +1,896+1.9% | Added |
| CIBC World Markets Inc. | 102,927 | $20.0M | 0.07% | +1,628+1.6% | Added |
| Brinker Capital Investments, LLC | 102,520 | $19.9M | 0.26% | +17,270+20.3% | Added |
| Orion Portfolio Solutions, LLC | 102,520 | $19.9M | 0.26% | +88,644+638.8% | Added |
| Atria Investments LLC | 101,730 | $19.7M | 0.37% | +2,334+2.3% | Added |