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 |
|---|---|---|---|---|---|
| Oakview Capital Management, L.P. | 101,446 | $19.7M | 8.25% | −943−0.9% | Reduced |
| Man Group plc | – | $19.5M | 0.07% | – | – |
| Brookstone Capital Management | 100,362 | $19.4M | 0.38% | +72,413+259.1% | Added |
| Godsey & Gibb Associates | 99,359 | $19.3M | 2.26% | +1,058+1.1% | Added |
| Investment House LLC | 98,202 | $19.1M | 1.57% | +462+0.5% | Added |
| AE Wealth Management LLC | 97,540 | $18.9M | 0.12% | +8,026+9.0% | Added |
| Harvest Portfolios Group Inc. | 97,256 | $18.9M | 0.93% | +5,903+6.5% | Added |
| Gulf International Bank (UK) Ltd | 94,480 | $18.3M | 0.38% | −28,000−22.9% | Reduced |
| Deprince Race & Zollo Inc | 94,069 | $18.2M | 0.42% | −51,457−35.4% | Reduced |
| Osher Van de Voorde Investment Management | 93,379 | $18.1M | 5.02% | −2,776−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 91,795 | $17.8M | 0.34% | −1,054−1.1% | Reduced |
| Bartlett & Co. LLC | 91,795 | $17.8M | 0.34% | −1,054−1.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 91,530 | $17.8M | 1.35% | −364−0.4% | Reduced |
| Southern Capital Advisors, LLC | 91,424 | $17.7M | 13.13% | −255−0.3% | Reduced |
| Texas Yale Capital Corp. | 91,321 | $17.7M | 0.90% | −200−0.2% | Reduced |
| Private Advisor Group, LLC | 91,267 | $17.7M | 0.17% | −5,328−5.5% | Reduced |
| Daymark Wealth Partners, LLC | 91,001 | $17.7M | 2.34% | −772−0.8% | Reduced |
| Blue Chip Partners, Inc. | 90,463 | $17.5M | 2.08% | +3,874+4.5% | Added |
| NorthCrest Asset Manangement, LLC | 90,077 | $17.5M | 0.73% | +87,917+4,070.2% | Added |
| Unigestion Holding SA | 90,838 | $17.4M | 0.94% | +968+1.1% | Added |
| Zevin Asset Management LLC | 89,304 | $17.3M | 3.53% | −8,259−8.5% | Reduced |
| Pinnacle Associates Ltd | 89,125 | $17.3M | 0.35% | −494−0.6% | Reduced |
| Franklin Street Advisors Inc | 88,742 | $17.2M | 1.57% | +5,820+7.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 88,718 | $17.2M | 2.57% | +1,743+2.0% | Added |
| Gradient Investments LLC | 87,835 | $17.0M | 0.46% | +3,867+4.6% | Added |
| Greatmark Investment Partners, Inc. | 87,627 | $17.0M | 3.03% | −1,707−1.9% | Reduced |
| Verity & Verity, LLC | 87,218 | $16.9M | 2.16% | +3,549+4.2% | Added |
| Charter Trust Co | 87,023 | $16.9M | 1.34% | −150.0% | Reduced |
| Abn Amro Investment Solutions | 86,565 | $16.8M | 0.35% | +86,565 | New |
| Mayflower Financial Advisors, LLC | 86,291 | $16.7M | 2.20% | +604+0.7% | Added |
| Czech National Bank | 85,977 | $16.7M | 0.41% | +560+0.7% | Added |
| United Capital Financial Advisers, LLC | 85,924 | $16.7M | 0.09% | −59,899−41.1% | Reduced |
| Armstrong Advisory Group, Inc | 85,753 | $16.6M | 1.97% | +51+0.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 85,534 | $16.6M | 3.67% | +463+0.5% | Added |
| Fisher Asset Management, LLC | 85,207 | $16.5M | 0.01% | +3,684+4.5% | Added |
| TD Waterhouse Canada Inc. | 79,675 | $16.4M | 0.17% | +2,220+2.9% | Added |
| Commerce Bank | 82,857 | $16.1M | 0.13% | −5,807−6.5% | Reduced |
| Miramar Capital, LLC | 82,825 | $16.1M | 4.13% | +1,362+1.7% | Added |
| Mayar Capital Ltd. | 82,794 | $16.1M | 13.43% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 82,784 | $16.1M | 2.21% | −606−0.7% | Reduced |
| Evercore Wealth Management, LLC | 82,216 | $15.9M | 0.32% | +37,902+85.5% | Added |
| Waypoint Wealth Partners Inc. | 81,858 | $15.9M | 5.66% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 81,622 | $15.8M | 0.68% | −781−0.9% | Reduced |
| Iowa State Bank | 81,512 | $15.8M | 3.96% | −4,663−5.4% | Reduced |
| Kornitzer Capital Management Inc | 81,221 | $15.8M | 0.31% | −1,181−1.4% | Reduced |
| Nissay Asset Management Corp | 81,025 | $15.7M | 0.14% | −3,330−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 80,965 | $15.7M | 0.29% | +898+1.1% | Added |
| Public Sector Pension Investment Board | 80,295 | $15.6M | 0.12% | −10,442−11.5% | Reduced |
| Janney Capital Management LLC | 80,199 | $15.6M | 1.17% | +23,888+42.4% | Added |
| LGT Group Foundation | 80,049 | $15.5M | 0.45% | +2,856+3.7% | Added |
| Willis Investment Counsel | 79,754 | $15.5M | 1.01% | +236+0.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 79,000 | $15.3M | 0.21% | −1,000−1.3% | Reduced |
| Mackenzie Financial Corp | 78,816 | $15.3M | 0.02% | +265+0.3% | Added |
| Jacobs & Co | 77,957 | $15.1M | 1.87% | −560−0.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 77,930 | $15.1M | 0.31% | +227+0.3% | Added |
| Addenda Capital Inc. | 77,230 | $15.0M | 0.62% | −781−1.0% | Reduced |
| StrategIQ Financial Group, LLC | 76,974 | $14.9M | 1.72% | −350.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 76,503 | $14.8M | 0.02% | +6,833+9.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 75,833 | $14.7M | 0.27% | +2,215+3.0% | Added |
| Biechele Royce Advisors | 75,354 | $14.6M | 5.44% | +12,177+19.3% | Added |
| Adviser Investments LLC | 74,902 | $14.5M | 0.35% | −161−0.2% | Reduced |
| Independent Advisor Alliance | 73,779 | $14.3M | 0.69% | +53+0.1% | Added |
| 1832 Asset Management L.P. | 73,758 | $14.3M | 0.03% | +1,531+2.1% | Added |
| Stack Financial Management, Inc | 73,737 | $14.3M | 1.74% | +654+0.9% | Added |
| Lathrop Investment Management Corp | 73,689 | $14.3M | 3.04% | −637−0.9% | Reduced |
| Telos Capital Management, Inc. | 72,735 | $14.1M | 1.97% | −1,141−1.5% | Reduced |
| United Bank | 72,453 | $14.1M | 1.80% | +9,548+15.2% | Added |
| Welch & Forbes LLC | 72,380 | $14.0M | 0.24% | −1,419−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 71,549 | $13.9M | 0.02% | +41,673+139.5% | Added |
| Guyasuta Investment Advisors Inc | 71,377 | $13.8M | 1.07% | −499−0.7% | Reduced |
| Hendershot Investments Inc. | 70,434 | $13.7M | 2.30% | −2,626−3.6% | Reduced |
| TCTC Holdings, LLC | 70,272 | $13.6M | 0.55% | −97−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 70,197 | $13.6M | 0.22% | +5,000+7.7% | Added |
| Logan Capital Management Inc | 69,935 | $13.6M | 0.66% | +2,924+4.4% | Added |
| Cetera Investment Advisers | 69,862 | $13.6M | 0.12% | +4,426+6.8% | Added |
| Teachers Retirement System of the State of Kentucky | 69,652 | $13.5M | 0.14% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 69,562 | $13.5M | 0.54% | +9,251+15.3% | Added |
| J.W. Cole Advisors, Inc. | 69,340 | $13.5M | 0.96% | −78−0.1% | Reduced |
| Captrust Financial Advisors | 69,306 | $13.4M | 0.06% | +8,120+13.3% | Added |
| Peapack Gladstone Financial Corp | 69,883 | $13.4M | 0.26% | +4,741+7.3% | Added |
| CCM Investment Advisers LLC | 68,725 | $13.3M | 1.89% | +5,753+9.1% | Added |
| Stillwater Capital Advisors, LLC | 68,447 | $13.3M | 2.58% | −832−1.2% | Reduced |
| Abner Herrman & Brock LLC | 68,039 | $13.2M | 1.99% | −8,720−11.4% | Reduced |
| Segall Bryant & Hamill, LLC | 67,607 | $13.1M | 0.14% | +1,062+1.6% | Added |
| Rafferty Asset Management, LLC | 67,180 | $13.0M | 0.09% | +4,511+7.2% | Added |
| Beese Fulmer Investment Management, Inc. | 67,155 | $13.0M | 1.49% | +909+1.4% | Added |
| United Services Automobile Association | 66,747 | $12.9M | 0.42% | −164,704−71.2% | Reduced |
| Formuepleje A/S | 66,240 | $12.8M | 0.94% | +272+0.4% | Added |
| British Columbia Investment Management Corp | 65,247 | $12.7M | 0.13% | +354+0.5% | Added |
| 9258 Wealth Management, LLC | 65,039 | $12.6M | 2.55% | +92+0.1% | Added |
| Noesis Capital Mangement Corp | 64,977 | $12.6M | 3.19% | +2,605+4.2% | Added |
| Integrated Wealth Concepts LLC | 64,978 | $12.6M | 0.26% | +30,490+88.4% | Added |
| Colony Group LLC | 64,433 | $12.5M | 0.19% | −2,138−3.2% | Reduced |
| Congress Asset Management Co | 64,133 | $12.4M | 0.12% | +2,642+4.3% | Added |
| Wesbanco Bank Inc | 63,096 | $12.2M | 0.53% | +1,590+2.6% | Added |
| Linscomb & Williams, Inc. | 63,068 | $12.2M | 0.64% | −2,028−3.1% | Reduced |
| Isthmus Partners, LLC | 63,056 | $12.2M | 1.72% | +2,276+3.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,812 | $12.2M | 0.14% | +12,988+26.1% | Added |
| Congress Wealth Management LLC | 62,666 | $12.2M | 0.29% | +3,446+5.8% | Added |
| Lynch & Associates | 62,544 | $12.1M | 3.18% | −224−0.4% | Reduced |