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 |
|---|---|---|---|---|---|
| Davidson Investment Advisors | 5,324 | $1.14M | 0.08% | −72,033−93.1% | Reduced |
| Archford Capital Strategies, LLC | 5,798 | $1.14M | 0.25% | +473+8.9% | Added |
| 1st Source Bank | 5,330 | $1.14M | 0.07% | +286+5.7% | Added |
| Stiles Financial Services Inc | 5,367 | $1.15M | 0.58% | +1,109+26.0% | Added |
| Wolff Financial Management LLC | 5,372 | $1.15M | 0.46% | +4+0.1% | Added |
| Barden Capital Management, Inc. | 5,372 | $1.15M | 1.13% | +159+3.1% | Added |
| MTM Investment Management, LLC | 5,387 | $1.16M | 0.56% | +28+0.5% | Added |
| First Hawaiian Bank | 5,396 | $1.16M | 0.04% | −31−0.6% | Reduced |
| Probity Advisors, Inc. | 5,413 | $1.16M | 0.24% | −636−10.5% | Reduced |
| First Affirmative Financial Network | 5,412 | $1.16M | 1.11% | +226+4.4% | Added |
| Ergoteles LLC | 5,420 | $1.16M | 0.04% | +5,420 | New |
| LVW Advisors, LLC | 5,443 | $1.17M | 0.20% | −55−1.0% | Reduced |
| Allred Capital Management, LLC | 5,442 | $1.17M | 0.62% | +203+3.9% | Added |
| Sentry Investment Management LLC | 5,449 | $1.17M | 0.37% | −1,329−19.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,466 | $1.17M | 0.09% | +3,904+249.9% | Added |
| FRG Family Wealth Advisors LLC | 5,480 | $1.18M | 0.23% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,479 | $1.18M | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,499 | $1.18M | 0.35% | −1,777−24.4% | Reduced |
| LCNB Corp | 5,498 | $1.18M | 0.55% | +36+0.7% | Added |
| Intrust Bank NA | 5,510 | $1.18M | 0.15% | +135+2.5% | Added |
| Loveless Wealth Management LLC | 5,540 | $1.19M | 0.67% | −170−3.0% | Reduced |
| GYL Financial Synergies, LLC | 5,541 | $1.19M | 0.28% | +740+15.4% | Added |
| Strategic Blueprint, LLC | 5,542 | $1.19M | 0.14% | +3,788+216.0% | Added |
| ProVise Management Group, LLC | 5,550 | $1.19M | 0.11% | +720+14.9% | Added |
| Human Investing LLC | 5,553 | $1.19M | 0.26% | +5,553 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,568 | $1.19M | 0.01% | +700+14.4% | Added |
| Legacy Wealth Asset Management, LLC | 5,631 | $1.21M | 0.43% | +44+0.8% | Added |
| DT Investment Partners, LLC | 5,659 | $1.21M | 0.16% | +481+9.3% | Added |
| Fernwood Investment Management, LLC | 5,663 | $1.21M | 0.43% | 00.0% | Unchanged |
| Old Port Advisors | 5,898 | $1.22M | 0.41% | +247+4.4% | Added |
| Affinity Wealth Management LLC | 6,406 | $1.22M | 0.25% | +904+16.4% | Added |
| Quadrant Capital Group LLC | 5,744 | $1.23M | 0.15% | +596+11.6% | Added |
| IFG Advisory, LLC | 5,783 | $1.24M | 0.13% | −396−6.4% | Reduced |
| Hyman Charles D | 5,797 | $1.24M | 0.08% | +639+12.4% | Added |
| Meyer Handelman Co | 5,800 | $1.24M | 0.05% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 5,810 | $1.25M | 1.13% | +145+2.6% | Added |
| Brighton Jones LLC | 5,810 | $1.25M | 0.06% | +377+6.9% | Added |
| Nixon Peabody Trust Co | 5,835 | $1.25M | 0.43% | −697−10.7% | Reduced |
| NBT Bank N A | 5,839 | $1.25M | 0.17% | −230−3.8% | Reduced |
| Trexquant Investment LP | 5,850 | $1.25M | 0.06% | −17,955−75.4% | Reduced |
| Mission Wealth Management, LP | 5,862 | $1.26M | 0.06% | +466+8.6% | Added |
| Washburn Capital Management, Inc. | 5,864 | $1.26M | 0.82% | −806−12.1% | Reduced |
| Bank of Hawaii | 5,892 | $1.26M | 0.07% | −53−0.9% | Reduced |
| Regal Investment Advisors LLC | 5,921 | $1.27M | 0.12% | +1,008+20.5% | Added |
| Investors Research Corp | 5,964 | $1.28M | 0.36% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,964 | $1.28M | 0.15% | +286+5.0% | Added |
| Gleason Group, Inc. | 5,967 | $1.28M | 0.38% | +43+0.7% | Added |
| Brown Capital Management LLC | 5,982 | $1.28M | 0.01% | −85−1.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,011 | $1.29M | 0.28% | −50−0.8% | Reduced |
| Engineers Gate Manager LP | 6,030 | $1.29M | 0.05% | −13,232−68.7% | Reduced |
| Sargent Bickham Lagudis LLC | 6,058 | $1.30M | 0.10% | +5,415+842.1% | Added |
| Harbor Investment Advisory, LLC | 6,076 | $1.30M | 0.17% | +72+1.2% | Added |
| TCM Advisors, LLC | – | $1.31M | 1.21% | – | – |
| Alaethes Wealth LLC | 6,099 | $1.31M | 0.83% | +124+2.1% | Added |
| American National Registered Investment Advisor, Inc. | 6,139 | $1.32M | 0.47% | −139−2.2% | Reduced |
| Meitav Dash Investments Ltd | 6,085 | $1.32M | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,162 | $1.32M | 0.10% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 6,172 | $1.32M | 0.33% | +6,172 | New |
| Argent Advisors, Inc. | 6,185 | $1.33M | 0.71% | +729+13.4% | Added |
| Wolverine Asset Management LLC | 6,196 | $1.33M | 0.02% | +6,196 | New |
| Nwam LLC | 6,199 | $1.33M | 0.10% | −964−13.5% | Reduced |
| Waldron Private Wealth LLC | 6,234 | $1.34M | 0.07% | +104+1.7% | Added |
| Founders Financial Alliance, LLC | 6,237 | $1.34M | 0.59% | −556−8.2% | Reduced |
| Wealth Alliance | 6,254 | $1.34M | 0.27% | +1,433+29.7% | Added |
| Regent Investment Management LLC | 6,261 | $1.34M | 0.31% | −25−0.4% | Reduced |
| Brown Miller Wealth Management, LLC | 6,262 | $1.34M | 0.78% | +227+3.8% | Added |
| Wintrust Investments LLC | 6,271 | $1.34M | 0.13% | +30+0.5% | Added |
| Mather Group, LLC. | 6,277 | $1.35M | 0.03% | +4,530+259.3% | Added |
| Teza Capital Management LLC | 6,282 | $1.35M | 0.51% | +4,449+242.7% | Added |
| Corsicana & Co. | 6,295 | $1.35M | 0.87% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6,299 | $1.35M | 0.84% | +170+2.8% | Added |
| Trustcore Financial Services, LLC | 6,331 | $1.36M | 0.12% | +902+16.6% | Added |
| Pegasus Partners Ltd. | 6,377 | $1.37M | 0.24% | −225−3.4% | Reduced |
| Financial Advocates Investment Management | 6,395 | $1.37M | 0.09% | −13,971−68.6% | Reduced |
| First Financial Bank - Trust Division | 6,394 | $1.37M | 0.15% | −428−6.3% | Reduced |
| Marshall Financial Group LLC | 6,417 | $1.38M | 0.56% | −13−0.2% | Reduced |
| New Century Advisors, LLC | 6,420 | $1.38M | 1.16% | +6,420 | New |
| Bangor Savings Bank | 6,441 | $1.38M | 0.15% | +768+13.5% | Added |
| Northstar Group, Inc. | 6,446 | $1.38M | 0.33% | +36+0.6% | Added |
| Berkshire Asset Management LLC | 6,451 | $1.38M | 0.09% | +122+1.9% | Added |
| Avantax Planning Partners, Inc. | 6,448 | $1.38M | 0.05% | +951+17.3% | Added |
| Trust Investment Advisors | 6,456 | $1.38M | 1.13% | +100+1.6% | Added |
| Darwin Advisors, LLC | 6,464 | $1.39M | 0.23% | −1,860−22.3% | Reduced |
| Royal Fund Management, LLC | 6,504 | $1.39M | 0.20% | −309−4.5% | Reduced |
| SRB Corp | 6,526 | $1.40M | 0.08% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 6,538 | $1.40M | 0.24% | −737−10.1% | Reduced |
| Guardian Capital Advisors LP | 7,475 | $1.40M | 0.14% | +189+2.6% | Added |
| Mountain Capital Investment Advisors, Inc | 7,374 | $1.41M | 0.66% | −17−0.2% | Reduced |
| Quantinno Capital Management LP | 6,573 | $1.41M | 0.22% | +4,122+168.2% | Added |
| Cavalier Investments, LLC | 6,588 | $1.41M | 0.37% | −1,270−16.2% | Reduced |
| Teamwork Financial Advisors, LLC | 6,592 | $1.41M | 0.26% | +1,799+37.5% | Added |
| NN Investment Partners Holdings N.V. | 6,598 | $1.42M | 0.01% | −56,434−89.5% | Reduced |
| Carmel Capital Partners, LLC | 6,602 | $1.42M | 1.18% | +105+1.6% | Added |
| Boston Family Office LLC | 6,608 | $1.42M | 0.10% | +1,792+37.2% | Added |
| Trail Ridge Investment Advisors, LLC | 6,624 | $1.42M | 0.87% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,629 | $1.42M | 0.15% | +1,956+41.9% | Added |
| Montag A & Associates Inc | 6,633 | $1.42M | 0.08% | +40+0.6% | Added |
| Diversified Trust Co | 6,646 | $1.43M | 0.05% | +1,947+41.4% | Added |
| Centiva Capital, LP | 6,649 | $1.43M | 0.08% | −1,391−17.3% | Reduced |
| Independent Financial Group, LLC | 6,658 | $1.43M | 0.12% | +277+4.3% | Added |