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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 60,432 | $12.1M | 0.08% | +4,826+8.7% | Added |
| Steward Partners Investment Advisory, LLC | 62,282 | $12.1M | 0.19% | +425+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 62,163 | $12.1M | 0.52% | +656+1.1% | Added |
| NewEdge Wealth, LLC | 62,073 | $12.0M | 0.46% | +3,043+5.2% | Added |
| TownSquare Capital, LLC | 61,839 | $12.0M | 0.26% | +4,337+7.5% | Added |
| Hartford Investment Management Co | 61,646 | $12.0M | 0.41% | +8,670+16.4% | Added |
| Woodmont Investment Counsel LLC | 61,618 | $12.0M | 1.29% | +2,021+3.4% | Added |
| LVM Capital Management Ltd | 61,453 | $11.9M | 1.65% | +615+1.0% | Added |
| Wilkins Investment Counsel Inc | 61,195 | $11.9M | 3.12% | −892−1.4% | Reduced |
| Securian Asset Management, Inc | 60,436 | $11.7M | 0.31% | +410+0.7% | Added |
| Sigma Investment Counselors Inc | 60,320 | $11.7M | 0.91% | −149−0.2% | Reduced |
| SYSTM Wealth Solutions LLC | 60,068 | $11.7M | 1.79% | −4,202−6.5% | Reduced |
| Gilbert & Cook, Inc. | 59,526 | $11.5M | 1.99% | −81−0.1% | Reduced |
| Romano Brothers and Company | 59,711 | $11.5M | 1.78% | −844−1.4% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $11.5M | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 58,712 | $11.5M | 0.58% | −1,013−1.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 58,730 | $11.4M | 3.08% | +2,267+4.0% | Added |
| Vantage Investment Partners, LLC | 58,419 | $11.3M | 1.55% | +2,245+4.0% | Added |
| Maryland State Retirement & Pension System | 58,199 | $11.3M | 0.25% | +343+0.6% | Added |
| First National Bank of Omaha | 58,027 | $11.3M | 0.68% | −7,205−11.0% | Reduced |
| Mastrapasqua Asset Management Inc | 57,959 | $11.2M | 1.38% | +420+0.7% | Added |
| Andra AP-fonden | 57,783 | $11.2M | 0.29% | +4,983+9.4% | Added |
| Kentucky Retirement Systems | 57,705 | $11.2M | 0.41% | +166+0.3% | Added |
| Stonebridge Capital Advisors LLC | 57,488 | $11.2M | 1.27% | +42,526+284.2% | Added |
| Hamel Associates, Inc. | 57,201 | $11.1M | 3.84% | +272+0.5% | Added |
| Eagle Ridge Investment Management | 56,831 | $11.0M | 1.24% | +1,555+2.8% | Added |
| Cullinan Associates Inc | 56,448 | $11.0M | 0.64% | +5,103+9.9% | Added |
| Elo Mutual Pension Insurance Co | 56,235 | $10.9M | 0.35% | −420−0.7% | Reduced |
| CapWealth Advisors, LLC | 55,843 | $10.8M | 1.35% | −8,484−13.2% | Reduced |
| Bank of Nova Scotia | 55,834 | $10.8M | 0.03% | −10,089−15.3% | Reduced |
| First National Trust Co | 55,657 | $10.8M | 0.57% | −1,007−1.8% | Reduced |
| NFJ Investment Group, LLC | 55,497 | $10.8M | 0.29% | 00.0% | Unchanged |
| PGGM Investments | 55,393 | $10.7M | 0.18% | −40,946−42.5% | Reduced |
| Hantz Financial Services, Inc. | 54,614 | $10.6M | 0.29% | −230.0% | Reduced |
| FDx Advisors, Inc. | 60,472 | $10.5M | 0.46% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 54,175 | $10.5M | 0.49% | +3,876+7.7% | Added |
| Ibex Wealth Advisors | 54,018 | $10.5M | 2.72% | +8,842+19.6% | Added |
| Great Lakes Advisors, LLC | 53,911 | $10.5M | 0.10% | −26,458−32.9% | Reduced |
| Grace & White Inc | 53,690 | $10.4M | 2.00% | 00.0% | Unchanged |
| Bell Bank | 53,660 | $10.4M | 1.10% | +5,090+10.5% | Added |
| Capital Management Corp | 53,516 | $10.4M | 2.38% | −10,034−15.8% | Reduced |
| BancorpSouth Bank | 53,140 | $10.3M | 0.95% | +884+1.7% | Added |
| Anchor Investment Management, LLC | 53,131 | $10.3M | 1.40% | −296−0.6% | Reduced |
| Citizens Financial Group Inc | 53,046 | $10.3M | 0.38% | −146−0.3% | Reduced |
| Lee Danner & Bass Inc | 53,039 | $10.3M | 0.95% | −1,475−2.7% | Reduced |
| Stonegate Investment Group, LLC | 52,990 | $10.3M | 0.39% | −7,150−11.9% | Reduced |
| Venturi Wealth Management, LLC | 52,746 | $10.2M | 0.84% | +332+0.6% | Added |
| Evergreen Capital Management LLC | 52,637 | $10.2M | 0.46% | +1,843+3.6% | Added |
| FIL Ltd | 52,296 | $10.1M | 0.01% | −18,901−26.5% | Reduced |
| MAI Capital Management | 51,942 | $10.1M | 0.16% | −1,955−3.6% | Reduced |
| Executive Wealth Management, LLC | 51,920 | $10.1M | 1.12% | +360+0.7% | Added |
| Signaturefd, LLC | 51,605 | $10.0M | 0.27% | −1,647−3.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,341 | $9.96M | 0.13% | −39,900−43.7% | Reduced |
| Argent Trust Co | 51,264 | $9.94M | 0.63% | +4,479+9.6% | Added |
| Edgar Lomax Co | 51,065 | $9.91M | 0.64% | +51,065 | New |
| CWM, LLC | 50,753 | $9.85M | 0.07% | +4,794+10.4% | Added |
| Summit Financial Wealth Advisors, LLC | 50,657 | $9.83M | 2.33% | +806+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 50,485 | $9.79M | 1.02% | +287+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 50,315 | $9.76M | 0.79% | +123+0.2% | Added |
| Tredje AP-fonden | 50,291 | $9.76M | 0.15% | +6,328+14.4% | Added |
| Northeast Investment Management | 50,266 | $9.75M | 0.59% | −1,032−2.0% | Reduced |
| FORA Capital, LLC | 49,960 | $9.69M | 0.97% | +31,831+175.6% | Added |
| Intact Investment Management Inc. | 49,900 | $9.68M | 0.40% | −600−1.2% | Reduced |
| Country Club Bank | 50,488 | $9.65M | 0.79% | +493+1.0% | Added |
| Prospera Financial Services Inc | 49,484 | $9.60M | 0.39% | +16,375+49.5% | Added |
| Toroso Investments, LLC | 49,444 | $9.59M | 0.32% | +9,680+24.3% | Added |
| Norinchukin Bank, The | 49,414 | $9.59M | 0.19% | +1,410+2.9% | Added |
| Koshinski Asset Management, Inc. | 49,351 | $9.57M | 0.94% | +1,299+2.7% | Added |
| Hendley & Co Inc | 49,305 | $9.56M | 4.29% | −1,445−2.8% | Reduced |
| CSM Advisors, LLC | 48,120 | $9.34M | 0.81% | +48,120 | New |
| Visionary Wealth Advisors | 48,055 | $9.32M | 0.79% | +1,504+3.2% | Added |
| Pacer Advisors, Inc. | 47,884 | $9.29M | 0.04% | +44,503+1,316.3% | Added |
| JustInvest LLC | 47,579 | $9.23M | 0.32% | +13,705+40.5% | Added |
| Tufton Capital Management | 47,491 | $9.21M | 1.99% | +321+0.7% | Added |
| Louisiana State Employees Retirement System | 47,400 | $9.20M | 0.23% | +200+0.4% | Added |
| Wealthcare Advisory Partners LLC | 47,325 | $9.18M | 0.39% | +162+0.3% | Added |
| XML Financial, LLC | 46,897 | $9.10M | 1.11% | +747+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 46,845 | $9.09M | 0.09% | +13,537+40.6% | Added |
| Olstein Capital Management, L.P. | 46,000 | $8.92M | 1.40% | −4,000−8.0% | Reduced |
| La Banque Postale Asset Management SA | 45,976 | $8.92M | 0.23% | −2,372−4.9% | Reduced |
| Spinnaker Trust | 45,837 | $8.89M | 0.67% | +1,317+3.0% | Added |
| Pathstone Family Office, LLC | 44,378 | $8.88M | 0.14% | −11,803−21.0% | Reduced |
| Tamar Securities, LLC | 45,287 | $8.79M | 2.53% | −1,358−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 44,846 | $8.70M | 0.14% | −5,153−10.3% | Reduced |
| Johnson Investment Counsel Inc | 44,831 | $8.70M | 0.12% | +173+0.4% | Added |
| Tower Bridge Advisors | 44,633 | $8.66M | 0.71% | −7,405−14.2% | Reduced |
| Advocate Group LLC | 44,516 | $8.64M | 1.89% | +4,449+11.1% | Added |
| Live Oak Private Wealth LLC | 44,512 | $8.63M | 1.79% | +894+2.0% | Added |
| Hennessy Advisors Inc | 44,500 | $8.63M | 0.64% | +4,900+12.4% | Added |
| Oppenheimer & Co Inc | 44,473 | $8.63M | 0.18% | −390−0.9% | Reduced |
| MainStreet Investment Advisors LLC | 43,882 | $8.51M | 0.94% | +361+0.8% | Added |
| Builder Investment Group Inc | 43,866 | $8.51M | 3.71% | +6,087+16.1% | Added |
| HBK Sorce Advisory LLC | 43,852 | $8.51M | 0.39% | −40,118−47.8% | Reduced |
| Vident Investment Advisory, LLC | 43,632 | $8.46M | 0.27% | +3,319+8.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,618 | $8.46M | 0.19% | −5,000−10.3% | Reduced |
| Flputnam Investment Management Co | 43,606 | $8.46M | 0.28% | +5,744+15.2% | Added |
| Crossmark Global Holdings, Inc. | 43,534 | $8.45M | 0.20% | −13,697−23.9% | Reduced |
| Mark Stevens | 43,411 | $8.42M | 1.08% | −2,378−5.2% | Reduced |
| Amica Mutual Insurance Co | 43,356 | $8.41M | 0.94% | +10,390+31.5% | Added |
| ClariVest Asset Management LLC | 43,287 | $8.40M | 0.38% | −1,400−3.1% | Reduced |