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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 17,466 | $3.39M | 0.98% | +17,466 | New |
| Vaughan Nelson Investment Management, L.P. | 17,345 | $3.37M | 0.04% | −3,205−15.6% | Reduced |
| Strategic Advisors LLC | 17,328 | $3.36M | 0.68% | −502−2.8% | Reduced |
| United Asset Strategies, Inc. | 17,309 | $3.36M | 0.44% | −20−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 17,172 | $3.33M | 0.15% | −165−1.0% | Reduced |
| Kinneret Advisory, LLC | 17,131 | $3.32M | 0.43% | −920−5.1% | Reduced |
| Quantinno Capital Management LP | 17,125 | $3.32M | 0.22% | +3,606+26.7% | Added |
| Pavion Blue Capital, LLC | 17,017 | $3.30M | 2.03% | −99−0.6% | Reduced |
| South Dakota Investment Council | 17,008 | $3.30M | 0.07% | −2,282−11.8% | Reduced |
| Greenline Partners, LLC | 16,989 | $3.30M | 0.63% | −3,125−15.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.28M | 1.78% | 00.0% | Unchanged |
| Miller Investment Management, LP | 16,859 | $3.27M | 0.54% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 16,839 | $3.27M | 2.83% | +9+0.1% | Added |
| Smith, Salley & Associates | 16,811 | $3.26M | 0.26% | +66+0.4% | Added |
| Wharton Business Group, LLC | 16,813 | $3.26M | 0.20% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 16,800 | $3.26M | 1.64% | −495−2.9% | Reduced |
| Sage Capital Advisors,llc | 16,756 | $3.25M | 1.24% | +6,157+58.1% | Added |
| Brooks, Moore & Associates, Inc. | 16,640 | $3.23M | 2.32% | +780+4.9% | Added |
| Moody National Bank Trust Division | 16,528 | $3.21M | 0.27% | +25+0.2% | Added |
| Stanley-Laman Group, Ltd. | 16,481 | $3.20M | 0.57% | −274−1.6% | Reduced |
| Sculati Wealth Management, LLC | 16,474 | $3.20M | 1.70% | +571+3.6% | Added |
| Shorepoint Capital Partners LLC | 16,471 | $3.20M | 0.91% | −181−1.1% | Reduced |
| Stamos Capital Partners, L.P. | 16,400 | $3.18M | 0.82% | +1,050+6.8% | Added |
| Monarch Capital Management Inc | 16,227 | $3.15M | 0.97% | +532+3.4% | Added |
| Allworth Financial LP | 16,209 | $3.14M | 0.03% | +437+2.8% | Added |
| Shelton Capital Management | 16,205 | $3.14M | 0.13% | +11,584+250.7% | Added |
| Nicholas Hoffman & Company, LLC. | 16,204 | $3.14M | 0.28% | −674−4.0% | Reduced |
| Sunbelt Securities, Inc. | 16,414 | $3.14M | 0.50% | −152−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 16,160 | $3.13M | 0.26% | +1,781+12.4% | Added |
| Pathway Financial Advisers, LLC | 15,955 | $3.10M | 1.24% | +496+3.2% | Added |
| Lincoln National Corp | 15,942 | $3.09M | 0.06% | +612+4.0% | Added |
| Auxier Asset Management | 15,917 | $3.09M | 0.53% | −194−1.2% | Reduced |
| Cypress Asset Management Inc | 15,903 | $3.09M | 1.07% | −228−1.4% | Reduced |
| Zullo Investment Group, Inc. | 15,720 | $3.05M | 1.90% | +165+1.1% | Added |
| Alta Capital Management LLC | 15,687 | $3.04M | 0.22% | +815+5.5% | Added |
| Jacobi Capital Management LLC | 15,662 | $3.04M | 0.36% | −64−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 15,652 | $3.04M | 0.54% | −266−1.7% | Reduced |
| Mill Capital Management, LLC | 15,590 | $3.02M | 0.31% | +3,140+25.2% | Added |
| Phoenix Holdings Ltd. | 15,567 | $3.02M | 0.07% | +3,996+34.5% | Added |
| Ballentine Partners, LLC | 15,501 | $3.01M | 0.08% | +1,152+8.0% | Added |
| Schnieders Capital Management LLC | 15,471 | $3.00M | 0.67% | +217+1.4% | Added |
| Charter Research & Investment Group, Inc. | 15,469 | $3.00M | 2.63% | +239+1.6% | Added |
| Palouse Capital Management, Inc. | 15,436 | $2.99M | 2.02% | −4,063−20.8% | Reduced |
| Silvercrest Asset Management Group LLC | 15,357 | $2.98M | 0.02% | −399−2.5% | Reduced |
| PFG Advisors | 15,313 | $2.97M | 0.25% | −1,429−8.5% | Reduced |
| Marks Group Wealth Management, Inc | 15,274 | $2.96M | 0.38% | +1,724+12.7% | Added |
| South State Corp. | 15,249 | $2.96M | 0.27% | −72−0.5% | Reduced |
| Harbour Investment Management LLC | 15,238 | $2.96M | 1.64% | +49+0.3% | Added |
| Advisors Capital Management, LLC | 15,238 | $2.96M | 0.08% | −50.0% | Reduced |
| Shoker Investment Counsel, Inc. | 15,218 | $2.95M | 1.29% | −40.0% | Reduced |
| StoneX Group Inc. | 15,131 | $2.94M | 0.32% | +3,279+27.7% | Added |
| Wetherby Asset Management Inc | 15,086 | $2.93M | 0.17% | +848+6.0% | Added |
| Pinkerton Retirement Specialists, LLC | 15,085 | $2.93M | 0.55% | +464+3.2% | Added |
| Rehmann Capital Advisory Group | 15,027 | $2.92M | 0.27% | −404−2.6% | Reduced |
| Comerica Securities,inc. | 15,027 | $2.92M | 0.21% | −8,859−37.1% | Reduced |
| JLB & Associates Inc | 14,956 | $2.90M | 0.44% | +2,460+19.7% | Added |
| Bonness Enterprises Inc | 14,950 | $2.90M | 1.29% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,901 | $2.89M | 0.10% | +7,783+109.3% | Added |
| Independence Bank of Kentucky | 14,886 | $2.89M | 1.26% | +786+5.6% | Added |
| 44 Wealth Management LLC | 14,789 | $2.87M | 0.97% | +845+6.1% | Added |
| Meiji Yasuda Life Insurance Co | 14,761 | $2.86M | 0.06% | +90+0.6% | Added |
| Exeter Financial, LLC | 15,007 | $2.86M | 1.43% | +34+0.2% | Added |
| Greenleaf Trust | 14,718 | $2.86M | 0.03% | +1,305+9.7% | Added |
| Truvestments Capital LLC | 14,704 | $2.85M | 1.52% | +163+1.1% | Added |
| Mechanics Bank Trust Department | 14,698 | $2.85M | 0.48% | −170−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 14,629 | $2.84M | 0.18% | +441+3.1% | Added |
| Easterly Investment Partners LLC | 14,504 | $2.81M | 0.25% | +1,840+14.5% | Added |
| Cohen Investment Advisors LLC | 14,423 | $2.80M | 2.21% | −274−1.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,412 | $2.80M | 0.46% | +2,290+18.9% | Added |
| Advisory Services & Investments, LLC | 14,406 | $2.79M | 2.54% | +67+0.5% | Added |
| Veriti Management LLC | 14,369 | $2.79M | 0.33% | +511+3.7% | Added |
| Trustmark National Bank Trust Department | 14,244 | $2.76M | 0.25% | +2,749+23.9% | Added |
| Garner Asset Management Corp | 14,203 | $2.75M | 1.31% | +143+1.0% | Added |
| Jackson Wealth Management, LLC | 14,196 | $2.75M | 2.07% | +14,196 | New |
| Investmark Advisory Group LLC | 14,164 | $2.75M | 2.02% | +1,485+11.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,148 | $2.74M | 1.72% | +171+1.2% | Added |
| Two Sigma Investments, LP | 14,120 | $2.74M | 0.01% | +14,120 | New |
| Skylands Capital, LLC | 14,030 | $2.72M | 0.40% | −50−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 14,017 | $2.72M | 0.16% | +1,561+12.5% | Added |
| Ally Financial Inc. | 14,000 | $2.72M | 0.40% | 00.0% | Unchanged |
| Searle & Co. | 15,050 | $2.71M | 0.89% | −1,200−7.4% | Reduced |
| Addison Capital Co | 13,924 | $2.70M | 2.04% | −85−0.6% | Reduced |
| Ontario Teachers Pension Plan Board | 13,892 | $2.69M | 0.03% | −2,063−12.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,890 | $2.69M | 0.10% | −1,286−8.5% | Reduced |
| Trust Co of Toledo NA | 13,852 | $2.69M | 0.48% | −562−3.9% | Reduced |
| Chatham Capital Group, Inc. | 13,849 | $2.69M | 0.60% | +35+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 13,835 | $2.68M | 0.07% | −128−0.9% | Reduced |
| Cresset Asset Management, LLC | 13,819 | $2.68M | 0.05% | +516+3.9% | Added |
| Moors & Cabot, Inc. | 13,812 | $2.68M | 0.18% | −2,177−13.6% | Reduced |
| Horst & Graben Wealth Management LLC | 13,767 | $2.67M | 0.66% | +12+0.1% | Added |
| BFSG, LLC | 13,694 | $2.66M | 0.49% | −12−0.1% | Reduced |
| Camden Capital, LLC | 13,671 | $2.65M | 0.39% | +156+1.2% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.64M | 0.75% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 13,556 | $2.63M | 1.17% | −10−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 13,525 | $2.62M | 0.06% | +824+6.5% | Added |
| Change Path, LLC | 13,515 | $2.62M | 0.13% | +2,788+26.0% | Added |
| Aull & Monroe Investment Management Corp | 13,511 | $2.62M | 1.33% | −250−1.8% | Reduced |
| Van Eck Associates Corp | 13,458 | $2.61M | 0.01% | +2,254+20.1% | Added |
| Bristlecone Advisors, LLC | 13,455 | $2.61M | 0.29% | −40.0% | Reduced |
| JT Stratford LLC | 13,452 | $2.61M | 0.75% | +3,205+31.3% | Added |