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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ETF Managers Group, LLC | 4,152 | $914.0K | 0.02% | +105+2.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,268 | $915.0K | 0.14% | +4,268 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,280 | $918.0K | 0.17% | −425−9.0% | Reduced |
| MKT Advisors LLC | 5,060 | $918.0K | 0.69% | +380+8.1% | Added |
| Amica Retiree Medical Trust | 4,335 | $930.0K | 0.87% | −2,972−40.7% | Reduced |
| Balentine LLC | 4,337 | $930.0K | 0.03% | +446+11.5% | Added |
| Financial Advisory Service, Inc. | 4,343 | $931.0K | 0.09% | +1,014+30.5% | Added |
| Savant Capital, LLC | 4,349 | $933.0K | 0.03% | +388+9.8% | Added |
| IVC Wealth Advisors LLC | 4,362 | $935.0K | 0.61% | −197−4.3% | Reduced |
| SBB Research Group LLC | 4,360 | $935.0K | 0.20% | +33+0.8% | Added |
| DAGCO, Inc. | 4,915 | $937.0K | 0.43% | −108−2.2% | Reduced |
| Segment Wealth Management, LLC | 4,374 | $938.0K | 0.10% | −186−4.1% | Reduced |
| apricus wealth, LLC | 4,932 | $939.0K | 0.77% | −2,788−36.1% | Reduced |
| Glen Eagle Advisors, LLC | 4,381 | $939.6K | 0.25% | +5+0.1% | Added |
| Harrison & Co Wealth Management, LLC | 4,386 | $941.0K | 0.82% | −34−0.8% | Reduced |
| Axiom Financial Strategies, LLC | 5,251 | $943.0K | 0.48% | −26−0.5% | Reduced |
| Profit Investment Management, LLC | 4,403 | $943.0K | 0.58% | +100+2.3% | Added |
| IHT Wealth Management, LLC | 4,425 | $949.0K | 0.07% | +107+2.5% | Added |
| Ontario Teachers Pension Plan Board | 4,434 | $951.0K | 0.01% | −3,960−47.2% | Reduced |
| Signet Financial Management, LLC | 4,447 | $954.0K | 0.16% | −27−0.6% | Reduced |
| Mendel Money Management | 4,451 | $955.0K | 0.47% | +4,451 | New |
| Grandview Asset Management LLC | 4,494 | $964.0K | 0.41% | +182+4.2% | Added |
| Cooper Financial Group | 4,504 | $966.0K | 0.37% | +16+0.4% | Added |
| Perpetual Investment Management Ltd | 4,511 | $968.0K | 0.12% | +270+6.4% | Added |
| Jag Capital Management, LLC | 5,720 | $972.0K | 0.10% | −351−5.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,538 | $973.0K | 0.14% | −202−4.3% | Reduced |
| WestHill Financial Advisors, Inc. | 4,539 | $973.0K | 0.28% | +10.0% | Added |
| Oakworth Capital, Inc. | 4,554 | $977.0K | 0.08% | −414−8.3% | Reduced |
| Eads & Heald Wealth Management | 4,555 | $977.0K | 0.45% | −85−1.8% | Reduced |
| Palumbo Wealth Management LLC | 4,567 | $979.0K | 0.63% | +91+2.0% | Added |
| Laidlaw Wealth Management LLC | 4,564 | $979.0K | 0.16% | +2,409+111.8% | Added |
| Terry L. Blaker | 4,574 | $981.0K | 0.08% | −454−9.0% | Reduced |
| Krane Funds Advisors LLC | 4,578 | $982.0K | 0.04% | +513+12.6% | Added |
| Core Alternative Capital | 4,591 | $985.0K | 0.26% | +3,802+481.9% | Added |
| swisspartners Ltd. | 4,600 | $986.0K | 0.78% | +4,600 | New |
| NorthRock Partners, LLC | 4,617 | $990.0K | 0.09% | +419+10.0% | Added |
| Verition Fund Management LLC | 4,639 | $995.0K | 0.02% | −605−11.5% | Reduced |
| JFS Wealth Advisors, LLC | 4,660 | $999.0K | 0.09% | +127+2.8% | Added |
| Elk River Wealth Management, LLC | 4,664 | $1.00M | 0.22% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 5,509 | $1.00M | 0.65% | −10.0% | Reduced |
| Banque Pictet & Cie SA | 4,675 | $1.00M | 0.01% | −20.0% | Reduced |
| Lyell Wealth Management, LP | 4,680 | $1.00M | 0.13% | +137+3.0% | Added |
| Legacy Financial Advisors, Inc. | 4,700 | $1.01M | 0.23% | +46+1.0% | Added |
| Dividend Assets Capital, LLC | 4,704 | $1.01M | 0.19% | −174−3.6% | Reduced |
| Evermay Wealth Management LLC | 4,718 | $1.01M | 0.17% | +50+1.1% | Added |
| Principle Wealth Partners LLC | 4,717 | $1.01M | 0.11% | +261+5.9% | Added |
| City State Bank | 4,746 | $1.02M | 0.61% | −54−1.1% | Reduced |
| Leonteq Securities AG | 4,747 | $1.02M | 0.04% | −3,045−39.1% | Reduced |
| Ropes Wealth Advisors LLC | 4,757 | $1.02M | 0.18% | −655−12.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,764 | $1.02M | 0.19% | −136−2.8% | Reduced |
| Latitude Advisors, LLC | 4,767 | $1.02M | 0.23% | +2,673+127.7% | Added |
| Peoples Financial Services Corp. | 4,775 | $1.02M | 0.44% | +2,580+117.5% | Added |
| Moneta Group Investment Advisors LLC | 4,779 | $1.02M | 0.04% | +1,383+40.7% | Added |
| Walter & Keenan Financial Consulting Co | 4,790 | $1.03M | 0.35% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,790 | $1.03M | 0.04% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 4,792 | $1.03M | 0.01% | −162,309−97.1% | Reduced |
| Intellectus Partners, LLC | 4,803 | $1.03M | 0.31% | −309−6.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,804 | $1.03M | 0.48% | +204+4.4% | Added |
| NVWM, LLC | 4,808 | $1.03M | 0.33% | +153+3.3% | Added |
| Wealth Management Partners, LLC | 5,000 | $1.03M | 0.74% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,795 | $1.03M | 0.12% | +334+6.1% | Added |
| Rothschild Investment Corp | 4,827 | $1.03M | 0.08% | −11−0.2% | Reduced |
| Pettee Investors, Inc. | 4,840 | $1.04M | 0.46% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 4,880 | $1.05M | 0.38% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,908 | $1.05M | 0.02% | +268+5.8% | Added |
| First National Bank of South Miami | 4,914 | $1.05M | 0.64% | −101−2.0% | Reduced |
| Redmond Asset Management, LLC | 4,934 | $1.06M | 0.32% | −1,160−19.0% | Reduced |
| Ossiam | 4,940 | $1.06M | 0.03% | −2,541−34.0% | Reduced |
| Southeast Asset Advisors Inc. | 4,945 | $1.06M | 0.14% | 00.0% | Unchanged |
| Strategic Wealth Designers | 4,984 | $1.07M | 0.25% | +156+3.2% | Added |
| Oak Thistle LLC | 4,985 | $1.07M | 0.56% | +4,985 | New |
| Range Financial Group LLC | 5,004 | $1.07M | 0.69% | +172+3.6% | Added |
| Orion Portfolio Solutions, LLC | 5,018 | $1.08M | 0.04% | +372+8.0% | Added |
| Buttonwood Financial Advisors Inc. | 5,025 | $1.08M | 0.97% | −152−2.9% | Reduced |
| Lumature Wealth Partners, LLC | 5,031 | $1.08M | 0.43% | +900+21.8% | Added |
| Kovack Advisors, Inc. | 5,037 | $1.08M | 0.11% | −335−6.2% | Reduced |
| ZWJ Investment Counsel Inc | 5,035 | $1.08M | 0.06% | 00.0% | Unchanged |
| Western Financial Corporation | 5,037 | $1.08M | 0.63% | +567+12.7% | Added |
| American Trust | 5,036 | $1.08M | 0.07% | +2,680+113.8% | Added |
| Sendero Wealth Management, LLC | 5,051 | $1.08M | 0.50% | −1,334−20.9% | Reduced |
| Smith, Moore & Co. | 5,058 | $1.08M | 0.15% | +129+2.6% | Added |
| VeraBank, N.A. | 5,080 | $1.09M | 0.56% | −26−0.5% | Reduced |
| 55I, LLC | 5,097 | $1.09M | 0.03% | −43−0.8% | Reduced |
| Community Trust & Investment Co | 5,100 | $1.09M | 0.10% | 00.0% | Unchanged |
| Ar Asset Management Inc | 5,100 | $1.09M | 0.28% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,113 | $1.10M | 0.17% | +161+3.3% | Added |
| CPR Investments Inc. | 5,125 | $1.10M | 0.91% | −15−0.3% | Reduced |
| LifeGuide Financial Advisors, LLC | 5,144 | $1.10M | 0.85% | −100−1.9% | Reduced |
| Annex Advisory Services, LLC | 5,155 | $1.11M | 0.08% | +125+2.5% | Added |
| Shelton Capital Management | 5,192 | $1.11M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,215 | $1.12M | 0.23% | +1,003+23.8% | Added |
| Mitchell Sinkler & Starr | 5,220 | $1.12M | 0.35% | −100−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 5,233 | $1.12M | 0.41% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 5,244 | $1.12M | 0.41% | −16−0.3% | Reduced |
| JT Stratford LLC | 5,267 | $1.13M | 0.33% | −240−4.4% | Reduced |
| Solitude Financial Services | 5,283 | $1.13M | 0.71% | −300−5.4% | Reduced |
| Triangle Securities Wealth Management | 5,294 | $1.14M | 0.38% | −214−3.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,307 | $1.14M | 0.90% | −8−0.2% | Reduced |
| Marino, Stram & Associates LLC | 5,307 | $1.14M | 0.36% | +121+2.3% | Added |
| Paragon Financial Partners, Inc. | 5,323 | $1.14M | 0.99% | +4+0.1% | Added |