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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 23,025 | $4.47M | 0.00% | −1,438−5.9% | Reduced |
| Azimuth Capital Investment Management LLC | 23,023 | $4.47M | 0.22% | −135−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,941 | $4.45M | 0.11% | +66+0.3% | Added |
| Tilson Financial Group, Inc. | 22,894 | $4.44M | 3.63% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 22,194 | $4.43M | 0.36% | +949+4.5% | Added |
| Alberta Investment Management Corp | 22,800 | $4.42M | 0.04% | −44,196−66.0% | Reduced |
| Summitry LLC | 22,781 | $4.42M | 0.30% | +1,046+4.8% | Added |
| KMG Fiduciary Partners, LLC | 22,779 | $4.42M | 0.63% | +5,714+33.5% | Added |
| Park National Corp | 22,753 | $4.41M | 0.20% | +363+1.6% | Added |
| North Star Asset Management Inc | 22,703 | $4.40M | 0.26% | −729−3.1% | Reduced |
| Heritage Trust Co | 22,641 | $4.39M | 0.69% | +2,285+11.2% | Added |
| Bridgeworth, LLC | 22,583 | $4.38M | 0.55% | −30.0% | Reduced |
| GSB Wealth Management, LLC | 22,519 | $4.37M | 1.43% | −96−0.4% | Reduced |
| Madison Wealth Management | 22,493 | $4.36M | 0.94% | −419−1.8% | Reduced |
| Hoylecohen, LLC | 22,427 | $4.35M | 0.41% | +90+0.4% | Added |
| Antonetti Capital Management LLC | 22,414 | $4.35M | 6.31% | −150−0.7% | Reduced |
| Veritable, L.P. | 22,379 | $4.34M | 0.07% | +509+2.3% | Added |
| Sterling Investment Advisors, Ltd. | 22,356 | $4.34M | 1.46% | +351+1.6% | Added |
| Sheets Smith Wealth Management | 22,241 | $4.31M | 0.66% | +30.0% | Added |
| Brookmont Capital Management | 22,235 | $4.31M | 2.71% | +61+0.3% | Added |
| Ellsworth Advisors, LLC | 22,027 | $4.27M | 1.51% | +1,448+7.0% | Added |
| Laffer Tengler Investments | 22,009 | $4.27M | 1.16% | +943+4.5% | Added |
| Arkadios Wealth Advisors | 22,006 | $4.27M | 0.51% | +192+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 24,539 | $4.27M | 0.08% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 21,923 | $4.25M | 0.37% | +21,923 | New |
| Industrial Alliance Investment Management Inc. | 21,875 | $4.24M | 0.12% | +19,908+1,012.1% | Added |
| Parallel Advisors, LLC | 21,563 | $4.18M | 0.14% | +1,966+10.0% | Added |
| Commonwealth Retirement Investments LLC | 21,518 | $4.17M | 2.48% | +299+1.4% | Added |
| Roundview Capital LLC | 21,499 | $4.17M | 0.44% | +226+1.1% | Added |
| Physicians Financial Services, Inc. | 21,419 | $4.16M | 1.76% | +115+0.5% | Added |
| Vinva Investment Management Ltd | 21,736 | $4.15M | 0.35% | +21,736 | New |
| Princeton Global Asset Management LLC | 21,348 | $4.14M | 1.19% | +2,202+11.5% | Added |
| Monument Capital Management | 21,343 | $4.14M | 1.39% | +1,444+7.3% | Added |
| Farmers Trust Co | 21,013 | $4.08M | 0.90% | −6,229−22.9% | Reduced |
| Putnam Investments LLC | 20,819 | $4.04M | 0.01% | +84+0.4% | Added |
| Jefferies Financial Group Inc. | 20,786 | $4.03M | 0.09% | +15,826+319.1% | Added |
| Freestone Capital Holdings, LLC | 20,633 | $4.00M | 0.18% | −262−1.3% | Reduced |
| Perkins Coie Trust Co | 20,625 | $4.00M | 1.20% | −22−0.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 20,558 | $3.99M | 2.74% | +621+3.1% | Added |
| Avitas Wealth Management LLC | 20,550 | $3.99M | 0.78% | +818+4.1% | Added |
| Adams Asset Advisors, LLC | 20,422 | $3.96M | 0.53% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 20,355 | $3.95M | 0.19% | −398−1.9% | Reduced |
| Empirical Finance, LLC | 20,168 | $3.91M | 0.37% | +997+5.2% | Added |
| Fort Washington Investment Advisors Inc | 20,058 | $3.89M | 0.03% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 20,054 | $3.89M | 2.81% | +50.0% | Added |
| Old Point Trust & Financial Services N A | 20,019 | $3.88M | 1.70% | +795+4.1% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $3.88M | 0.95% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 20,000 | $3.88M | 3.17% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 19,959 | $3.87M | 0.20% | +4,276+27.3% | Added |
| Bessemer Group Inc | 19,929 | $3.87M | 0.01% | +429+2.2% | Added |
| Palisade Asset Management, LLC | 19,922 | $3.86M | 0.47% | −101−0.5% | Reduced |
| Hudson Capital Management LLC | 19,900 | $3.86M | 1.53% | +925+4.9% | Added |
| Courier Capital LLC | 19,840 | $3.85M | 0.43% | −241−1.2% | Reduced |
| Consolidated Planning Corp | 19,621 | $3.81M | 0.99% | +1,051+5.7% | Added |
| New England Research & Management, Inc. | 19,587 | $3.80M | 2.23% | −125−0.6% | Reduced |
| Ossiam | 19,522 | $3.79M | 0.08% | −3,357−14.7% | Reduced |
| Girard Partners Ltd. | 19,505 | $3.78M | 0.42% | −2,914−13.0% | Reduced |
| Marietta Wealth Management, LLC | 19,452 | $3.77M | 0.80% | −39−0.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 19,384 | $3.76M | 0.11% | −11,395−37.0% | Reduced |
| Investment Management of Virginia LLC | 19,384 | $3.76M | 0.71% | −260−1.3% | Reduced |
| Signature Wealth Management Group | 19,271 | $3.74M | 1.77% | +938+5.1% | Added |
| Chapman Investment Management, LLC | 19,196 | $3.72M | 3.06% | −1,464−7.1% | Reduced |
| Anderson Hoagland & Co | 19,170 | $3.72M | 0.53% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 19,164 | $3.72M | 0.50% | +102+0.5% | Added |
| Horizon Investments, LLC | 19,312 | $3.71M | 0.11% | −3,239−14.4% | Reduced |
| Members Capital Advisors Inc | 19,097 | $3.70M | 2.68% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,055 | $3.70M | 0.15% | +3,088+19.3% | Added |
| Arvest Trust Co N A | 19,009 | $3.69M | 0.23% | +883+4.9% | Added |
| Bridges Investment Management Inc | 19,008 | $3.69M | 0.13% | +680+3.7% | Added |
| Millennium Capital Advisors, LLC | 18,972 | $3.68M | 3.29% | +290+1.6% | Added |
| DFPG Investments, LLC | 18,949 | $3.68M | 0.39% | +7,053+59.3% | Added |
| Cardinal Capital Management | 18,821 | $3.65M | 0.76% | +11+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 18,786 | $3.64M | 0.26% | −539−2.8% | Reduced |
| Marion Wealth Management | 18,722 | $3.63M | 1.35% | +20.0% | Added |
| Twin Lakes Capital Management, LLC | 18,703 | $3.63M | 2.71% | +30.0% | Added |
| Hussman Strategic Advisors, Inc. | 18,600 | $3.61M | 0.57% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 18,588 | $3.61M | 1.12% | −793−4.1% | Reduced |
| Sumitomo Life Insurance Co | 18,531 | $3.60M | 0.30% | −119−0.6% | Reduced |
| Montag A & Associates Inc | 18,514 | $3.59M | 0.23% | +242+1.3% | Added |
| Beverly Hills Private Wealth, LLC | 18,413 | $3.57M | 1.11% | +2,693+17.1% | Added |
| Aspire Private Capital, LLC | 18,392 | $3.57M | 1.18% | +60+0.3% | Added |
| Boyar Asset Management Inc. | 18,355 | $3.56M | 2.75% | +246+1.4% | Added |
| Northcape Wealth Management, LLC | 18,330 | $3.56M | 1.29% | +5,710+45.2% | Added |
| Fortis Advisors, LLC | 18,183 | $3.53M | 2.30% | +70.0% | Added |
| Argonautica Private Wealth Management, Inc | 18,172 | $3.53M | 1.78% | −2,564−12.4% | Reduced |
| Radnor Capital Management, LLC | 18,113 | $3.51M | 0.92% | +1,533+9.2% | Added |
| Cary Street Partners Asset Management LLC | 18,066 | $3.50M | 0.66% | −250−1.4% | Reduced |
| We Are One Seven, LLC | 17,990 | $3.49M | 0.22% | +1,084+6.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 17,973 | $3.49M | 0.16% | −13,175−42.3% | Reduced |
| Eudaimonia Partners, LLC | 17,910 | $3.47M | 0.84% | −448−2.4% | Reduced |
| Meritage Portfolio Management | 17,891 | $3.47M | 0.26% | +466+2.7% | Added |
| Exencial Wealth Advisors, LLC | 17,783 | $3.45M | 0.18% | +1,039+6.2% | Added |
| Tiaa, FSB | 17,739 | $3.44M | 0.01% | −43−0.2% | Reduced |
| Wedbush Securities Inc | 17,721 | $3.44M | 0.17% | −508−2.8% | Reduced |
| Cypress Capital Group | 17,679 | $3.43M | 0.53% | +3,864+28.0% | Added |
| McDonald Partners LLC | 17,654 | $3.42M | 1.11% | +33+0.2% | Added |
| Kennon-Green & Company, LLC | 17,593 | $3.41M | 3.23% | +88+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 17,501 | $3.40M | 1.23% | +53+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,480 | $3.39M | 2.26% | +415+2.4% | Added |
| Legacy CG, LLC | 17,469 | $3.39M | 1.71% | +241+1.4% | Added |