United Parcel Service Inc

UPS

Exchange: NYSE
Industry: Trucking & Courier Services (No Air)
SEC CIK: 0001090727

SEC filings (opens in a new tab)

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 2022

Institutional positions in United Parcel Service Inc as of Mar 31, 2022. 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: 2,243; +37 vs. Q4 2021
Shares held: 513.4M; +9.33M (+1.9%) vs. Q4 2021
Total value: $110.0B; +$2.03B (+1.9%) vs. Q4 2021
New holders: 158; 1,002 more added
Sold out: 121; 797 more reduced

29 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: 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.

Institutional holdersQ1 2022: 2,243 institutions

Value heldQ1 2022: $110.0B

Institutions holding UPS and their total value by quarter
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 2022

Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2021.

Institutions holding UPS in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Karlinski Andrew C	2	$0	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	44	$0	0.00%	+44	New
CFS Investment Advisory Services, LLC	45,466	$0	0.00%	+45,466	New
Core Wealth Advisors, Inc.	5	$1.00K	0.00%	−26−83.9%	Reduced
Transamerica Financial Advisors, Inc.	4	$1.00K	0.04%	00.0%	Unchanged
Insight Financial Services	5	$1.00K	0.00%	00.0%	Unchanged
PFG Private Wealth Management, LLC	5	$1.00K	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	2	$1.00K	0.00%	+2	New
KB Financial Partners, LLC	8	$2.00K	0.00%	−8−50.0%	Reduced
Endurance Wealth Management, Inc.	10	$2.00K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	10	$2.00K	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	7	$2.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	8	$2.00K	0.00%	+8	New
Pacifica Partners Inc.	15	$3.00K	0.00%	00.0%	Unchanged
Emerson Wealth Management, LLC	14	$3.00K	0.00%	+4+40.0%	Added
Advanced Research Investment Solutions, LLC	12	$3.00K	0.00%	00.0%	Unchanged
James Investment Research Inc	16	$3.00K	0.00%	+16	New
St. James Investment Advisors, LLC	20	$4.00K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	24	$5.00K	0.01%	−25−51.0%	Reduced
Focused Wealth Management, Inc	23	$5.00K	0.00%	−9−28.1%	Reduced
Lowe Wealth Advisors, LLC	25	$5.00K	0.00%	00.0%	Unchanged
Red Cedar Capital, LLC	24	$5.00K	0.00%	+1+4.3%	Added
Activest Wealth Management	25	$5.00K	0.00%	00.0%	Unchanged
Sandy Cove Advisors, LLC	25	$5.00K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	26	$6.00K	0.00%	00.0%	Unchanged
Eukles Asset Management	30	$6.00K	0.00%	00.0%	Unchanged
Newton One Investments LLC	29	$6.00K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	31	$6.00K	0.01%	00.0%	Unchanged
Retirement Group, LLC	27	$6.00K	0.00%	+14+107.7%	Added
O'Dell Group, LLC	31	$7.00K	0.00%	00.0%	Unchanged
Baldrige Asset Management LLC	31	$7.00K	0.00%	00.0%	Unchanged
West Financial Advisors, LLC	35	$8.00K	0.00%	−165−82.5%	Reduced
Financial Enhancement Group LLC	37	$8.00K	0.00%	+37	New
Estabrook Capital Management	40	$8.58K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	41	$9.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	41	$9.00K	0.01%	00.0%	Unchanged
Hoey Investments, Inc	45	$10.0K	0.00%	00.0%	Unchanged
Hoese & Co LLP	46	$10.0K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	50	$11.0K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	52	$11.0K	0.00%	+1+2.0%	Added
Ritter Daniher Financial Advisory, LLC	50	$11.0K	0.01%	00.0%	Unchanged
Strategic Asset Management, LLC	53	$11.0K	0.02%	+5+10.4%	Added
Costello Asset Management, INC	50	$11.0K	0.01%	+50	New
Thomas J. Herzfeld Advisors, Inc.	58	$12.0K	0.00%	+13+28.9%	Added
MBM Wealth Consultants, LLC	62	$13.0K	0.01%	−201−76.4%	Reduced
Rocky Mountain Advisers, LLC	60	$13.0K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	60	$13.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	59	$13.0K	0.00%	+59	New
Carroll Investors, Inc	75	$16.0K	0.01%	−193−72.0%	Reduced
Migdal Insurance & Financial Holdings Ltd.	73	$16.0K	0.00%	−46−38.7%	Reduced
Moser Wealth Advisors, LLC	79	$17.0K	0.01%	00.0%	Unchanged
Sage Private Wealth Group, LLC	80	$17.0K	0.02%	00.0%	Unchanged
Freedman Financial Associates, Inc.	80	$17.0K	0.01%	+80	New
Laurel Wealth Planning LLC	85	$18.0K	0.01%	00.0%	Unchanged
Evolution Advisers, Inc.	89	$19.0K	0.01%	00.0%	Unchanged
WR Wealth Planners, LLC	93	$19.9K	0.01%	+93	New
Disciplined Investments, LLC	99	$21.0K	0.01%	−59−37.3%	Reduced
Investment Research & Advisory Group, Inc.	100	$21.0K	0.01%	00.0%	Unchanged
Stephens Consulting, LLC	102	$21.9K	0.02%	00.0%	Unchanged
AllSquare Wealth Management LLC	104	$22.0K	0.01%	+4+4.0%	Added
Oliver Lagore Vanvalin Investment Group	103	$22.0K	0.01%	+103	New
Riggs Asset Managment Co. Inc.	109	$23.0K	0.01%	+34+45.3%	Added
Cornerstone Management, Inc.	116	$24.9K	0.01%	00.0%	Unchanged
Pacific Center for Financial Services	116	$25.0K	0.01%	+1+0.9%	Added
First Community Trust NA	120	$26.0K	0.02%	00.0%	Unchanged
Cordant, Inc.	121	$26.0K	0.02%	+121	New
Win Advisors, Inc	123	$26.0K	0.01%	+123	New
Robbins Farley LLC	127	$27.0K	0.02%	−75−37.1%	Reduced
Curi Capital	126	$27.0K	0.00%	−9−6.7%	Reduced
Worth Asset Management, LLC	151	$27.0K	0.02%	+151	New
DB Fitzpatrick & Co, Inc	129	$28.0K	0.03%	00.0%	Unchanged
Kelly Financial Services LLC	139	$29.7K	0.01%	+1+0.7%	Added
IMA Wealth, Inc.	142	$30.0K	0.01%	00.0%	Unchanged
Johnson Midwest Financial, LLC	138	$30.0K	0.04%	+1+0.7%	Added
Cyrus J. Lawrence, LLC	140	$30.0K	0.01%	+140	New
Crewe Advisors LLC	143	$31.0K	0.01%	+143	New
PrairieView Partners, LLC	150	$32.0K	0.00%	−297−66.4%	Reduced
Arcadia Investment Management Corp	150	$32.0K	0.01%	00.0%	Unchanged
Steward Financial Group LLC	150	$32.0K	0.03%	00.0%	Unchanged
Bivin & Associates, Inc.	150	$32.0K	0.03%	00.0%	Unchanged
Cordasco Financial Network	155	$33.0K	0.02%	00.0%	Unchanged
Kelly Lawrence W & Associates Inc	165	$35.0K	0.01%	00.0%	Unchanged
Joseph Group Capital Management	165	$35.0K	0.04%	00.0%	Unchanged
Life Planning Partners, Inc	167	$36.0K	0.04%	00.0%	Unchanged
Rise Advisors, LLC	171	$37.0K	0.03%	−4−2.3%	Reduced
Greenwood Capital Associates LLC	178	$38.0K	0.01%	−45,717−99.6%	Reduced
Providence Capital Advisors, LLC	269	$38.0K	0.01%	−1−0.4%	Reduced
Bogart Wealth, LLC	177	$38.0K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	176	$38.0K	0.01%	+86+95.6%	Added
Front Row Advisors LLC	185	$40.0K	0.02%	−6−3.1%	Reduced
Duncker Streett & Co Inc	185	$40.0K	0.01%	00.0%	Unchanged
PSI Advisors, LLC	186	$40.0K	0.02%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	187	$40.0K	0.02%	+59+46.1%	Added
JJJ Advisors Inc.	191	$41.0K	0.01%	+36+23.2%	Added
Rational Advisors LLC	192	$41.0K	0.00%	+72+60.0%	Added
Simplex Trading, LLC	200	$42.0K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	198	$42.0K	0.00%	+12+6.5%	Added
Rockbridge Investment Management, LCC	204	$42.2K	0.01%	00.0%	Unchanged
Okabena Investment Services Inc	212	$45.0K	0.02%	00.0%	Unchanged
McCarthy Asset Management, Inc.	210	$45.0K	0.03%	00.0%	Unchanged