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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 31,154 | $6.04M | 0.63% | −80−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 31,126 | $6.04M | 0.63% | −2,278−6.8% | Reduced |
| CWA Asset Management Group, LLC | 30,795 | $5.97M | 0.44% | +1,117+3.8% | Added |
| Bridge Creek Capital Management LLC | 30,787 | $5.97M | 2.24% | −265−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 30,681 | $5.95M | 0.28% | +15,535+102.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 30,487 | $5.91M | 2.06% | +30,487 | New |
| Ascent Wealth Partners, LLC | 30,775 | $5.91M | 1.19% | +510+1.7% | Added |
| Fusion Capital, LLC | 30,389 | $5.89M | 3.37% | −140.0% | Reduced |
| Wright Investors Service Inc | 30,372 | $5.89M | 1.67% | −725−2.3% | Reduced |
| Rench Wealth Management, Inc. | 30,208 | $5.86M | 2.81% | +619+2.1% | Added |
| Mather Group, LLC. | 30,154 | $5.85M | 0.10% | +1,264+4.4% | Added |
| Cohen Klingenstein LLC | 30,060 | $5.83M | 0.27% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 29,885 | $5.80M | 0.02% | −36,296−54.8% | Reduced |
| Lido Advisors, LLC | 29,850 | $5.79M | 0.08% | +7,897+36.0% | Added |
| Sepio Capital, LP | 29,751 | $5.77M | 0.53% | −1,224−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 29,571 | $5.74M | 0.06% | −4,736−13.8% | Reduced |
| Associated Banc-Corp | 29,516 | $5.73M | 0.23% | +3,233+12.3% | Added |
| Horrell Capital Management, Inc. | 29,514 | $5.72M | 1.79% | +184+0.6% | Added |
| Peloton Wealth Strategists | 29,500 | $5.72M | 2.61% | −80−0.3% | Reduced |
| Venture Visionary Partners LLC | 29,461 | $5.72M | 0.36% | +5,662+23.8% | Added |
| Ashton Thomas Private Wealth, LLC | 29,284 | $5.68M | 0.50% | +4,030+16.0% | Added |
| Canal Capital Management, LLC | 29,242 | $5.67M | 1.25% | +1,526+5.5% | Added |
| Stolper Co | 29,150 | $5.66M | 2.42% | +41+0.1% | Added |
| Community Bank, N.A. | 29,133 | $5.65M | 0.76% | +745+2.6% | Added |
| Icon Wealth Partners, LLC | 29,061 | $5.64M | 0.61% | +29,061 | New |
| Vision Capital Management, Inc. | 28,988 | $5.62M | 1.02% | −1,439−4.7% | Reduced |
| Westfield Capital Management Co LP | 28,887 | $5.60M | 0.04% | +28,887 | New |
| Coldstream Capital Management Inc | 28,857 | $5.60M | 0.19% | +611+2.2% | Added |
| Bourne Lent Asset Management Inc | 28,748 | $5.58M | 2.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 28,564 | $5.54M | 0.33% | −3,196−10.1% | Reduced |
| Stokes Capital Advisors, LLC | 28,518 | $5.53M | 1.88% | +226+0.8% | Added |
| Capital Investment Counsel, Inc | 28,427 | $5.51M | 1.26% | −700−2.4% | Reduced |
| Argyle Capital Management Inc. | 28,328 | $5.50M | 1.93% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 28,000 | $5.43M | 0.25% | −60,000−68.2% | Reduced |
| Keating Investment Counselors Inc | 27,625 | $5.36M | 2.03% | −165−0.6% | Reduced |
| Ethic Inc. | 27,618 | $5.36M | 0.22% | +17,869+183.3% | Added |
| Cyndeo Wealth Partners, LLC | 27,528 | $5.34M | 0.58% | −487−1.7% | Reduced |
| Atwater Malick LLC | 27,449 | $5.32M | 2.50% | +808+3.0% | Added |
| Culbertson A N & Co Inc | 27,441 | $5.32M | 1.09% | +412+1.5% | Added |
| Sovereign Financial Group, Inc. | 27,384 | $5.31M | 1.97% | −996−3.5% | Reduced |
| Globeflex Capital L P | 27,228 | $5.28M | 0.64% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 27,059 | $5.25M | 1.21% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 27,058 | $5.25M | 0.19% | +6,706+33.0% | Added |
| William Allan, LLC | 27,040 | $5.25M | 4.17% | −48−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 26,957 | $5.23M | 0.25% | +1,617+6.4% | Added |
| Metis Global Partners, LLC | 26,903 | $5.22M | 0.33% | +7,266+37.0% | Added |
| NewSquare Capital LLC | 26,903 | $5.22M | 0.62% | +2,104+8.5% | Added |
| Boston Private Wealth LLC | 26,819 | $5.20M | 0.07% | −2,286−7.9% | Reduced |
| Clark Capital Management Group, Inc. | 26,769 | $5.19M | 0.06% | 00.0% | Unchanged |
| Farmers National Bank | 26,701 | $5.18M | 1.83% | +523+2.0% | Added |
| Bogart Wealth, LLC | 26,649 | $5.17M | 0.35% | +3,072+13.0% | Added |
| Opus Investment Management Inc | 26,600 | $5.16M | 1.86% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 26,585 | $5.16M | 0.40% | −26−0.1% | Reduced |
| Schwartz Investment Counsel Inc | 26,482 | $5.14M | 0.22% | −100,000−79.1% | Reduced |
| McDaniel Terry & Co | 26,419 | $5.13M | 0.56% | −118−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,275 | $5.10M | 0.31% | −3,611−12.1% | Reduced |
| Everence Capital Management Inc | 26,175 | $5.08M | 0.42% | −1,360−4.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,086 | $5.06M | 0.20% | +500+2.0% | Added |
| Schulhoff & Co Inc | 26,065 | $5.06M | 2.35% | −75−0.3% | Reduced |
| Benin Management CORP | 26,005 | $5.04M | 1.91% | +90+0.3% | Added |
| Prudential PLC | 25,972 | $5.04M | 0.06% | −46,047−63.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 25,969 | $5.04M | 0.41% | −258−1.0% | Reduced |
| Shell Asset Management Co | 25,953 | $5.04M | 0.21% | +76+0.3% | Added |
| Bragg Financial Advisors, Inc | 25,852 | $5.02M | 0.30% | +1,748+7.3% | Added |
| National Asset Management, Inc. | 25,714 | $4.99M | 0.13% | −7,312−22.1% | Reduced |
| Bleakley Financial Group, LLC | 25,708 | $4.99M | 0.17% | +2,520+10.9% | Added |
| Vise Technologies, Inc. | 25,535 | $4.95M | 1.31% | +5,027+24.5% | Added |
| Northwest Investment Counselors, LLC | 25,416 | $4.93M | 1.37% | −10.0% | Reduced |
| Vaughan David Investments LLC | 25,321 | $4.91M | 0.15% | −252−1.0% | Reduced |
| Westover Capital Advisors, LLC | 25,304 | $4.91M | 1.82% | −109−0.4% | Reduced |
| Leuthold Group, LLC | 25,115 | $4.87M | 0.64% | −513−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 25,101 | $4.87M | 0.32% | −2,042−7.5% | Reduced |
| Hallmark Capital Management Inc | 24,998 | $4.85M | 0.44% | +15+0.1% | Added |
| Vestcor Inc | 24,948 | $4.84M | 0.18% | −65−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,866 | $4.82M | 0.56% | +15,833+175.3% | Added |
| Ieq Capital, LLC | 24,836 | $4.82M | 0.11% | +3,961+19.0% | Added |
| Independent Investors Inc | 24,811 | $4.81M | 1.19% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 24,808 | $4.81M | 1.73% | +84+0.3% | Added |
| Fosun International Ltd | 24,804 | $4.81M | 0.45% | +463+1.9% | Added |
| Illinois Municipal Retirement Fund | 24,778 | $4.81M | 0.10% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 24,770 | $4.81M | 0.13% | −4,633−15.8% | Reduced |
| Laurel Wealth Advisors LLC | 24,678 | $4.79M | 1.02% | +1,617+7.0% | Added |
| Cypress Wealth Services, LLC | 24,596 | $4.77M | 1.40% | −2,695−9.9% | Reduced |
| Pitcairn Co | 24,509 | $4.75M | 0.44% | +12,990+112.8% | Added |
| Bowen Hanes & Co Inc | 24,494 | $4.75M | 0.16% | +900+3.8% | Added |
| Foster Victor Wealth Advisors, LLC | 24,852 | $4.74M | 0.57% | +1,266+5.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,336 | $4.72M | 0.24% | −3,320−12.0% | Reduced |
| City Holding Co | 24,196 | $4.69M | 0.84% | +605+2.6% | Added |
| King Luther Capital Management Corp | 23,880 | $4.63M | 0.02% | −1,392−5.5% | Reduced |
| Princeton Capital Management LLC | 23,848 | $4.63M | 1.98% | −2,080−8.0% | Reduced |
| Brady Family Wealth, LLC | 23,806 | $4.62M | 1.82% | −70−0.3% | Reduced |
| Jane Street Group, LLC | 23,779 | $4.61M | 0.01% | +2,816+13.4% | Added |
| Corbyn Investment Management Inc | 23,668 | $4.59M | 1.84% | −6,449−21.4% | Reduced |
| Horan Capital Advisors, LLC. | 23,582 | $4.57M | 1.89% | +135+0.6% | Added |
| Graham Capital Management, L.P. | 23,547 | $4.57M | 0.16% | +23,547 | New |
| Papp L Roy & Associates | 23,545 | $4.57M | 0.62% | +152+0.6% | Added |
| Verdence Capital Advisors LLC | 23,391 | $4.54M | 0.55% | +3,056+15.0% | Added |
| Kovitz Investment Group Partners, LLC | 23,158 | $4.49M | 0.08% | −482−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 23,152 | $4.49M | 0.14% | +8,888+62.3% | Added |
| Sawyer & Company, Inc | 23,580 | $4.49M | 2.42% | −228−1.0% | Reduced |