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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.

Q1 2022 vs. Q4 2021

How the institutions holding United Parcel Service Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of UPS: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2,235292,242+36
Shares505.2M1.06M513.4M+9.33M (+1.9%)
Value$108.2B$226.8M$110.0B+$2.03B (+1.9%)

29 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (157)

Institutions that held United Parcel Service Inc at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 157 by value.

Institutions new to UPS in Q1 2022
InstitutionSharesValue% of portfolio
BBR Partners, LLC678,437$145.5M13.72%
Iat Reinsurance Co Ltd.272,300$58.4M4.24%
Ardevora Asset Management LLP261,800$56.1M0.73%
Amalgamated Financial Corp.203,444$43.6M0.35%
Achmea Investment Management B.V.113,555$24.4M0.63%
Country Club Bank55,785$12.3M1.07%
Capital Fund Management S.A.51,859$11.1M0.30%
ClariVest Asset Management LLC50,495$10.8M0.43%
Oakview Capital Management, L.P.45,154$9.68M4.28%
Shellback Capital, LP40,000$8.58M1.14%
Borer Denton & Associates, Inc.35,471$7.61M3.19%
Atria Wealth Solutions, Inc.27,784$5.96M0.10%
Beacon Harbor Wealth Advisors, Inc.26,749$5.74M1.87%
WBI Investments26,213$5.62M0.91%
EHP Funds Inc.22,910$4.91M0.82%
IronBridge Private Wealth, LLC19,016$4.08M2.52%
McDonald Partners LLC18,814$4.04M0.88%
Signature Wealth Management Group17,247$3.70M1.67%
Two Sigma Securities, LLC15,670$3.36M0.47%
Meritage Portfolio Management13,563$2.91M0.18%
Concentric Capital Strategies, LP12,600$2.70M1.03%
L.M. Kohn & Company11,495$2.47M0.95%
Autus Asset Management, LLC11,173$2.40M0.36%
Bowling Portfolio Management LLC11,112$2.38M0.51%
Eudaimonia Partners, LLC11,014$2.36M0.40%
BTC Capital Management, Inc.10,331$2.22M0.22%
Empirical Capital Management, LLC10,055$2.16M2.04%
Stamos Capital Partners, L.P.9,800$2.10M0.70%
Phoenix Holdings Ltd.9,744$2.09M0.04%
HBK Investments L P9,537$2.04M0.04%
WSFS Capital Management, LLC9,021$1.94M0.54%
ICA Group Wealth Management, LLC10,118$1.89M0.36%
Caliber Wealth Management, LLC8,510$1.82M1.16%
Forefront Wealth Management Inc.7,986$1.71M1.69%
Dynamic Technology Lab Private Ltd7,596$1.63M0.19%
Global Retirement Partners, LLC9,070$1.58M0.12%
Natixis Investment Managers International7,161$1.53M0.03%
New Century Advisors, LLC6,420$1.38M1.16%
Wolverine Asset Management LLC6,196$1.33M0.02%
Fund Management at Engine No. 1 LLC6,172$1.32M0.33%
Human Investing LLC5,553$1.19M0.26%
Ergoteles LLC5,420$1.16M0.04%
Oak Thistle LLC4,985$1.07M0.56%
swisspartners Ltd.4,600$986.0K0.78%
Mendel Money Management4,451$955.0K0.47%
W.G. Shaheen & Associates DBA Whitney & Co4,268$915.0K0.14%
Cohen Capital Management, Inc.4,250$911.0K0.16%
GoalVest Advisory LLC4,244$910.0K0.51%
Wealth Advisory Solutions, LLC4,020$862.0K0.18%
Tudor Investment Corp Et Al4,017$861.0K0.02%
Van Leeuwen & Company, LLC3,850$826.0K0.61%
Zeke Capital Advisors, LLC3,768$808.0K0.04%
Donoghue Forlines LLC3,632$779.0K0.17%
LMR Partners LLP3,618$776.0K0.01%
K.J. Harrison & Partners Inc3,525$756.0K0.12%
Hengehold Capital Management LLC3,503$751.0K0.10%
Bellecapital International Ltd.3,443$738.0K0.23%
Souders Financial Advisors3,422$734.0K0.21%
DeDora Capital, Inc.3,391$727.0K0.29%
World Equity Group, Inc.3,353$719.0K0.16%
Stevens Capital Management LP3,267$701.0K0.15%
XTX Topco Ltd3,054$655.0K0.29%
River & Mercantile Investments Ltd2,980$640.0K0.14%
San Luis Wealth Advisors LLC2,962$635.0K0.31%
NuWave Investment Management, LLC2,917$626.0K0.84%
M Holdings Securities, Inc.2,889$620.0K0.05%
Exane Derivatives2,739$587.4K0.17%
Boothbay Fund Management, LLC2,550$547.0K0.02%
Caisse de Depot Et Placement du Quebec2,500$536.0K0.00%
Red Cedar Investment Management, LLC2,427$520.0K0.07%
Buckingham Strategic Partners2,418$520.0K0.05%
Virtu Financial LLC2,420$519.0K0.04%
First Western Trust Bank2,340$515.0K0.03%
Strategy Asset Managers LLC2,338$501.0K0.11%
Trustmark National Bank Trust Department2,324$499.0K0.04%
Aaron Wealth Advisors105,299$491.0K0.01%
Silver Oak Securities, Inc2,538$485.0K0.10%
Cutler Investment Counsel LLC2,244$481.0K0.07%
Adamsbrown Wealth Consultants LLC2,232$479.0K0.38%
Machina Capital S.A.S.2,200$472.0K1.04%
Ti-Trust, Inc2,201$472.0K0.43%
QVR LLC2,164$464.0K1.85%
Cahill Financial Advisors Inc2,123$456.0K0.09%
Enlightenment Research, LLC2,000$429.0K0.57%
Verus Capital Partners, LLC2,329$425.0K0.07%
Accuvest Global Advisors1,950$418.0K0.21%
Aspire Capital Advisors LLC1,840$395.0K0.38%
Astoria Portfolio Advisors LLC.1,837$394.0K0.31%
Bridgewater Associates, LP1,817$390.0K0.00%
Simplicity Wealth,LLC1,808$388.0K0.38%
Hazlett, Burt & Watson, Inc.1,796$385.0K0.31%
Industrial Alliance Investment Management Inc.1,701$365.0K0.01%
WMS Partners, LLC1,632$350.0K0.05%
MBL Wealth, LLC1,628$349.0K0.09%
Carter Financial Group, INC.1,617$347.0K0.47%
Herold Advisors, Inc.1,614$346.3K0.12%
U S Global Investors Inc1,451$311.0K0.01%
Grant/GrossMendelsohn, LLC1,527$291.0K0.15%
WealthPlan Investment Management, LLC1,616$290.0K0.02%
Cowen and Company, LLC1,335$286.0K0.03%

Sold out (121)

Institutions that held United Parcel Service Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 121 by value.

Institutions that sold out of UPS in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Scopus Asset Management, L.P.406,800$87.2M
ING Groep NV248,820$53.3M
Advisors Asset Management, Inc.238,023$51.0M
Ceredex Value Advisors LLC210,936$45.2M
Moore Capital Management, LP136,759$29.3M
Quinn Opportunity Partners LLC110,830$23.8M
Godsey & Gibb Associates94,563$20.3M
Connor, Clark & Lunn Investment Management Ltd.91,976$19.7M
Balyasny Asset Management LLC80,111$17.2M
Zenyatta Capital Management LP80,000$17.1M
Voloridge Investment Management, LLC62,387$13.4M
Nan Shan Life Insurance Co., Ltd.50,000$10.7M
Impala Asset Management LLC49,000$10.5M
Capitolis Advisors LLC45,967$9.85M
Connectus Wealth, LLC28,734$6.16M
Beach Investment Counsel Inc21,876$4.69M
Twinbeech Capital LP19,958$4.28M
Point72 Asset Management, L.P.15,907$3.41M
ExodusPoint Capital Management, LP15,548$3.33M
Bluefin Capital Management, LLC15,000$3.21M
L & S Advisors Inc14,313$3.07M
HRT Financial LP14,276$3.06M
Quantbot Technologies LP12,588$2.70M
Dymon Asia Capital (Singapore) Pte. Ltd.11,807$2.53M
True North Advisors, LLC11,328$2.43M
Pensionfund DSM Netherlands10,500$2.25M
Cinctive Capital Management LP8,133$1.74M
Ziegler Capital Management, LLC7,970$1.71M
Shepherd Kaplan Krochuk, LLC7,876$1.69M
Edgestream Partners, L.P.7,042$1.51M
Meridian Financial Partners LLC7,047$1.44M
Manhattan West Asset Management, LLC6,178$1.32M
Herbst Group, LLC5,900$1.26M
Lombard Odier Asset Management (Switzerland) SA5,866$1.26M
Gyon Technologies Capital Management, LP5,676$1.22M
MBB Public Markets I LLC5,674$1.22M
Baader Bank INC5,300$1.14M
Vanguard Capital Wealth Advisors5,210$1.12M
Silicon Valley Community Foundation5,185$1.11M
Mirabella Financial Services LLP5,031$1.08M
Engine No. 1 LLC4,990$1.07M
Advisor Resource Council4,876$1.04M
Peterson Wealth Management4,853$1.04M
Echo Street Capital Management LLC4,409$945.0K
Duality Advisers, LP4,208$902.0K
Lebenthal Global Advisors, LLC4,032$864.0K
Pendal Group Limited3,627$777.0K
Graham Capital Management, L.P.3,448$739.0K
Key Client Fiduciary Advisors, LLC3,353$719.0K
CenterStar Asset Management, LLC–$701.0K
Thrive Capital Management, LLC3,216$689.0K
WealthCare Investment Partners, LLC3,012$646.0K
EPG Wealth Management LLC2,986$640.0K
Diametric Capital, LP2,920$626.0K
Chemistry Wealth Management LLC2,779$596.0K
Hamilton Capital, LLC2,309$495.0K
Narwhal Capital Management2,297$492.0K
Aries Wealth Management2,216$475.0K
Financial Sense Advisors, Inc.2,125$456.0K
Jefferies Group LLC2,103$450.8K
Park Circle Co2,000$429.0K
Advisors Preferred, LLC1,990$425.0K
Hancock Whitney Investment Services Inc.1,737$375.0K
Prelude Capital Management, LLC1,708$366.0K
Polar Asset Management Partners Inc.1,672$358.0K
BSW Wealth Partners1,576$338.0K
Walleye Capital LLC1,573$337.0K
Transparent Wealth Partners LLC1,532$328.0K
Frisch Financial Group, Inc.1,469$315.0K
Angeles Investment Advisors, LLC1,314$282.0K
DBK Financial Counsel, LLC1,310$281.0K
Yorktown Management & Research Co Inc1,250$268.0K
Circle Wealth Management, LLC1,220$262.0K
Elm Advisors, LLC1,200$257.0K
Buckingham Capital Management, Inc.1,162$249.0K
Biltmore Family Office, LLC1,156$248.0K
Mitchell McLeod Pugh & Williams Inc1,153$247.0K
Goodwin Investment Advisory1,114$239.0K
Affinity Capital Advisors, LLC1,106$237.0K
Buckley Wealth Management, LLC1,100$236.0K
Delphia (USA) Inc.1,082$232.0K
Bridgefront Capital, LLC1,079$231.0K
Avaii Wealth Management, LLC1,062$228.0K
Sonora Investment Management Group, LLC1,063$228.0K
Index Fund Advisors, Inc.1,058$227.0K
Capital Advisors Inc1,045$224.0K
Telemus Capital, LLC1,044$224.0K
Arcus Capital Partners, LLC1,046$224.0K
KC Investment Advisors, LLC1,024$219.0K
Mattern Wealth Management LLC993$213.0K
Banco Santander, S.A.976$209.0K
Game Creek Capital, LP975$209.0K
BlackDiamond Wealth Management Inc.952$204.0K
MONECO Advisors, LLC881$201.0K
Old North State Trust, LLC767$164.0K
Chilton Capital Management LLC717$154.0K
Paragon Capital Management Ltd542$116.0K
Wagner Wealth Management, LLC531$114.0K
Total Clarity Wealth Management, Inc.500$107.0K
Equitec Proprietary Markets, LLC463$99.0K

Not filed for Q1 2022 yet (29)

Institutions that held United Parcel Service Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPS in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Biltmore Capital Advisors LLC748,949$160.5M
Andra AP-fonden68,700$14.7M
Country Club Trust Company, n.a.57,831$12.4M
Tdam USA Inc.28,417$6.09M
Heritage Way Advisors, LLC25,294$5.42M
Columbia Asset Management23,432$5.02M
Carroll Financial Associates, Inc.12,836$2.76M
Ascension Asset Management LLC9,416$2.02M
NEXT Financial Group, Inc8,669$1.86M
Vivid Financial Management, Inc.8,423$1.80M
HawsGoodwin Investment Management LLC8,025$1.72M
Ascendant Capital Management, LLC7,500$1.61M
Pantheon Investment Group, LLC7,049$1.51M
Resource Management, LLC5,998$1.29M
Clear Perspective Advisors, LLC5,417$1.16M
JBJ Investment Partners, LLC4,928$1.06M
Harbour Investments, Inc.4,496$964.0K
Legg Mason Asset Management (Japan) Co., Ltd.3,804$815.0K
First Midwest Bank Trust Division3,681$789.0K
Quest Capital Management Inc3,219$690.0K
MD Financial Management Inc.2,516$539.0K
Grace Capital2,300$493.0K
Weybosset Research & Management LLC2,150$461.0K
Truehand, Inc1,500$322.0K
Crescent Capital Consulting, LLC1,073$316.0K
Johanson Financial Advisors, Inc.1,323$284.0K
Reilly Financial Advisors, LLC627$134.0K
Bell Investment Advisors, Inc191$41.0K
Castle Financial & Retirement Planning Associates, Inc.5$1.00K