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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 44,012 | $8.37M | 1.17% | −432−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42,971 | $8.34M | 0.36% | +4,003+10.3% | Added |
| Glenview Trust Co | 42,927 | $8.33M | 0.25% | −72−0.2% | Reduced |
| Wealthfront Advisers LLC | 42,924 | $8.33M | 0.04% | +5,217+13.8% | Added |
| Headinvest, LLC | 42,825 | $8.31M | 1.82% | −851−1.9% | Reduced |
| Sigma Planning Corp | 42,567 | $8.26M | 0.27% | −480−1.1% | Reduced |
| Keystone Financial Planning, Inc. | 42,499 | $8.24M | 2.80% | +978+2.4% | Added |
| Dean Investment Associates, LLC | 42,192 | $8.18M | 1.31% | +6,278+17.5% | Added |
| Motley Fool Wealth Management, LLC | 42,179 | $8.18M | 0.51% | −778−1.8% | Reduced |
| Massmutual Trust Co FSB | 42,125 | $8.17M | 0.31% | +90+0.2% | Added |
| Agf Management Ltd | 42,005 | $8.15M | 0.06% | +10,737+34.3% | Added |
| Waterfront Wealth Inc. | 41,757 | $8.10M | 2.65% | +40.0% | Added |
| Zions Bancorporation, N.A. | 41,707 | $8.09M | 0.70% | +15,831+61.2% | Added |
| Haverford Financial Services, Inc. | 41,690 | $8.09M | 2.53% | +10,962+35.7% | Added |
| Borer Denton & Associates, Inc. | 41,570 | $8.06M | 3.35% | +2,321+5.9% | Added |
| Snowden Capital Advisors LLC | 41,477 | $8.05M | 0.31% | +23,076+125.4% | Added |
| Mattern Capital Management, LLC | 41,420 | $8.04M | 1.42% | +1,647+4.1% | Added |
| Soltis Investment Advisors LLC | 41,390 | $8.03M | 1.02% | +17,557+73.7% | Added |
| Gotham Asset Management, LLC | 41,331 | $8.02M | 0.19% | −18,284−30.7% | Reduced |
| Sand Hill Global Advisors, LLC | 41,311 | $8.01M | 0.43% | −159−0.4% | Reduced |
| Inlet Private Wealth, LLC | 40,553 | $7.87M | 2.05% | −200−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 40,299 | $7.82M | 1.86% | −185−0.5% | Reduced |
| Boston Common Asset Management, LLC | 40,135 | $7.79M | 0.16% | −3,077−7.1% | Reduced |
| Riverview Capital Advisers, LLC | 40,100 | $7.78M | 3.35% | −135−0.3% | Reduced |
| Tompkins Financial Corp | 40,087 | $7.78M | 1.27% | +696+1.8% | Added |
| Holocene Advisors, LP | 40,078 | $7.77M | 0.04% | +40,078 | New |
| CX Institutional | 40,055 | $7.76M | 0.41% | +36,557+1,045.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,064 | $7.74M | 0.10% | +16,703+71.5% | Added |
| Sky Investment Group LLC | 39,742 | $7.71M | 1.76% | +335+0.9% | Added |
| CMG Global Holdings, LLC | 39,727 | $7.71M | 6.99% | −30.0% | Reduced |
| Lockheed Martin Investment Management Co | 39,296 | $7.62M | 0.43% | −26,450−40.2% | Reduced |
| Garland Capital Management Inc | 39,198 | $7.60M | 5.17% | −1,238−3.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 39,145 | $7.59M | 0.32% | +12,551+47.2% | Added |
| Eliot Finkel Investment Counsel, LLC | 39,080 | $7.58M | 4.83% | −170−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 39,055 | $7.58M | 0.04% | +39,055 | New |
| Griffin Asset Management, Inc. | 38,988 | $7.56M | 1.06% | +4,911+14.4% | Added |
| GQG Partners LLC | 38,933 | $7.55M | 0.02% | +2,321+6.3% | Added |
| Greenwood Capital Associates LLC | 38,611 | $7.49M | 1.08% | −1,102−2.8% | Reduced |
| Red Door Wealth Management, LLC | 38,474 | $7.46M | 2.34% | +170.0% | Added |
| Kingsview Wealth Management, LLC | 38,433 | $7.46M | 0.31% | −1,090−2.8% | Reduced |
| Bokf, NA | 38,165 | $7.40M | 0.15% | −22,006−36.6% | Reduced |
| Whittier Trust Co | 38,141 | $7.40M | 0.13% | −966−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 38,132 | $7.40M | 0.13% | −6,577−14.7% | Reduced |
| Albion Financial Group | 37,903 | $7.35M | 0.67% | −28−0.1% | Reduced |
| Bank of New Hampshire | 37,890 | $7.35M | 2.21% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 37,781 | $7.33M | 0.33% | +9,723+34.7% | Added |
| Stratos Wealth Partners, LTD. | 37,760 | $7.33M | 0.20% | −4,939−11.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 37,294 | $7.23M | 1.33% | +12,484+50.3% | Added |
| Naples Global Advisors, LLC | 37,179 | $7.21M | 0.90% | −93−0.2% | Reduced |
| Pallas Capital Advisors LLC | 36,668 | $7.18M | 0.67% | +3,110+9.3% | Added |
| CIBC World Markets Corp | 36,906 | $7.16M | 0.12% | −48,896−57.0% | Reduced |
| Eastover Investment Advisors LLC | 36,711 | $7.12M | 3.98% | −362−1.0% | Reduced |
| EagleClaw Capital Managment, LLC | 36,640 | $7.11M | 1.68% | −300−0.8% | Reduced |
| Sowell Financial Services LLC | 36,560 | $7.09M | 0.55% | −32,837−47.3% | Reduced |
| Sequoia Financial Advisors, LLC | 36,373 | $7.06M | 0.16% | +965+2.7% | Added |
| Ostrum Asset Management | 36,276 | $7.04M | 0.61% | +36,276 | New |
| Atria Wealth Solutions, Inc. | 36,198 | $7.02M | 0.10% | +331+0.9% | Added |
| Avantax Advisory Services, Inc. | 36,106 | $7.00M | 0.09% | +2,679+8.0% | Added |
| Davy Global Fund Management Ltd | 35,937 | $6.97M | 1.34% | −853−2.3% | Reduced |
| Kesler, Norman & Wride, LLC | 35,861 | $6.96M | 1.75% | +1,657+4.8% | Added |
| Rowland & Co Investment Counsel | 35,648 | $6.92M | 1.68% | +647+1.8% | Added |
| Assetmark, Inc | 35,628 | $6.91M | 0.03% | +6,397+21.9% | Added |
| Bard Financial Services, Inc. | 35,450 | $6.88M | 0.55% | 00.0% | Unchanged |
| PDS Planning, Inc | 35,306 | $6.85M | 0.94% | +1,070+3.1% | Added |
| North Star Investment Management Corp. | 35,241 | $6.84M | 0.56% | +2,404+7.3% | Added |
| Wambolt & Associates, LLC | 35,178 | $6.81M | 2.42% | −90.0% | Reduced |
| Farmers & Merchants Investments Inc | 35,055 | $6.80M | 0.27% | −274−0.8% | Reduced |
| Iams Wealth Management, LLC | 35,546 | $6.79M | 5.65% | +2,052+6.1% | Added |
| Cetera Advisors LLC | 34,649 | $6.72M | 0.11% | −647−1.8% | Reduced |
| Good Life Advisors, LLC | 34,418 | $6.68M | 0.85% | +755+2.2% | Added |
| Dorsey & Whitney Trust CO LLC | 34,403 | $6.67M | 0.61% | +300+0.9% | Added |
| tru Independence LLC | 34,242 | $6.64M | 2.14% | −1,349−3.8% | Reduced |
| HB Wealth Management, LLC | 34,229 | $6.64M | 0.12% | −4,297−11.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,993 | $6.59M | 0.10% | −2,367−6.5% | Reduced |
| Sawtooth Solutions, LLC | 33,842 | $6.57M | 0.17% | +25,323+297.3% | Added |
| New Mexico Educational Retirement Board | 33,762 | $6.55M | 0.33% | −1,100−3.2% | Reduced |
| Birch Capital Management, LLC | 33,714 | $6.54M | 4.21% | −93−0.3% | Reduced |
| Columbia Asset Management | 33,537 | $6.51M | 1.48% | +2,139+6.8% | Added |
| Baxter Bros Inc | 33,235 | $6.45M | 1.01% | −357−1.1% | Reduced |
| E. Ohman J:or Asset Management AB | 33,211 | $6.44M | 0.25% | +1,800+5.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 33,184 | $6.44M | 1.95% | +2,246+7.3% | Added |
| Martin Capital Partners, LLC | 33,096 | $6.42M | 2.67% | +820+2.5% | Added |
| Advisory Services Network, LLC | 32,990 | $6.40M | 0.18% | +176+0.5% | Added |
| Boston Research & Management Inc | 32,966 | $6.39M | 1.91% | +288+0.9% | Added |
| Galvin, Gaustad & Stein, LLC | 32,935 | $6.39M | 0.63% | −27,367−45.4% | Reduced |
| Advisor Partners II, LLC | 32,885 | $6.38M | 0.35% | +4,809+17.1% | Added |
| Metropolitan Life Insurance Co | 32,644 | $6.33M | 0.33% | −9,568−22.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 32,551 | $6.31M | 0.38% | +32,551 | New |
| Motco | 32,454 | $6.30M | 0.43% | +584+1.8% | Added |
| Banque Cantonale Vaudoise | 32,445 | $6.29M | 0.31% | −3,045−8.6% | Reduced |
| Zacks Investment Management | 32,229 | $6.25M | 0.08% | +3,378+11.7% | Added |
| Murphy Pohlad Asset Management LLC | 32,179 | $6.24M | 2.59% | +430+1.4% | Added |
| TrinityPoint Wealth, LLC | 31,997 | $6.21M | 1.33% | −126−0.4% | Reduced |
| Woodstock Corp | 31,931 | $6.19M | 0.79% | +340+1.1% | Added |
| Legacy Advisors, LLC | 31,815 | $6.17M | 1.14% | +1,919+6.4% | Added |
| D L Carlson Investment Group Inc | 31,773 | $6.16M | 1.40% | +31,773 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,717 | $6.15M | 3.09% | +680+2.2% | Added |
| Principal Street Partners, LLC | 31,440 | $6.10M | 1.54% | +4,791+18.0% | Added |
| Northwest Bancshares, Inc. | 31,344 | $6.08M | 1.17% | +947+3.1% | Added |
| Loomis Sayles & Co L P | 31,304 | $6.07M | 0.01% | +429+1.4% | Added |