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 |
|---|---|---|---|---|---|
| Washington Trust Co | 6,686 | $1.43M | 0.06% | +561+9.2% | Added |
| Traynor Capital Management, Inc. | 6,719 | $1.44M | 0.19% | +435+6.9% | Added |
| Focus Financial Network, Inc. | 6,719 | $1.44M | 0.10% | −13,440−66.7% | Reduced |
| Wrapmanager Inc | 6,772 | $1.45M | 0.39% | +149+2.2% | Added |
| Checchi Capital Advisers, LLC | 6,772 | $1.45M | 0.15% | +430+6.8% | Added |
| Diligent Investors, LLC | 6,785 | $1.46M | 0.42% | −231−3.3% | Reduced |
| Bollard Group LLC | 6,797 | $1.46M | 0.05% | +51+0.8% | Added |
| Ethic Inc. | 6,809 | $1.46M | 0.10% | −12,468−64.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 6,837 | $1.47M | 0.15% | −539−7.3% | Reduced |
| Davidson Capital Management Inc. | 6,872 | $1.47M | 0.55% | +551+8.7% | Added |
| First Farmers & Merchants Bank / Trust | 6,898 | $1.48M | 1.58% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 6,896 | $1.48M | 0.36% | +48+0.7% | Added |
| Strengthening Families & Communities, LLC | 6,908 | $1.48M | 0.91% | −144−2.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 6,911 | $1.48M | 0.57% | +343+5.2% | Added |
| Ativo Capital Management LLC | 6,937 | $1.49M | 0.76% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,948 | $1.49M | 0.26% | +359+5.4% | Added |
| Hartford Financial Management Inc. | 7,000 | $1.50M | 0.36% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 7,003 | $1.50M | 0.09% | +836+13.6% | Added |
| Wright Investors Service Inc | 7,047 | $1.51M | 0.38% | −2,091−22.9% | Reduced |
| American National Insurance Co | 7,045 | $1.51M | 0.41% | −1,625−18.7% | Reduced |
| Symmetry Partners, LLC | 7,056 | $1.51M | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,094 | $1.52M | 0.12% | −1,093−13.4% | Reduced |
| TFG Advisers LLC | 7,100 | $1.52M | 0.70% | +14+0.2% | Added |
| AXS Investments LLC | 7,107 | $1.52M | 0.61% | −9,127−56.2% | Reduced |
| Private Portfolio Partners LLC | 7,116 | $1.53M | 0.38% | −659−8.5% | Reduced |
| SNS Financial Group, LLC | 7,123 | $1.53M | 0.18% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,134 | $1.53M | 0.30% | +184+2.6% | Added |
| Perigon Wealth Management, LLC | 7,152 | $1.53M | 0.11% | −614−7.9% | Reduced |
| Natixis Investment Managers International | 7,161 | $1.53M | 0.03% | +7,161 | New |
| Highland Capital Management, LLC | 7,172 | $1.54M | 0.09% | +40+0.6% | Added |
| SeaBridge Investment Advisors LLC | 7,178 | $1.54M | 0.46% | −2,587−26.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 7,182 | $1.54M | 0.87% | +15+0.2% | Added |
| Parsons Capital Management Inc | 7,200 | $1.54M | 0.12% | +578+8.7% | Added |
| Little House Capital LLC | 7,229 | $1.55M | 0.79% | +3,624+100.5% | Added |
| MSH Capital Advisors LLC | 7,240 | $1.55M | 0.64% | +396+5.8% | Added |
| 44 Wealth Management LLC | 7,244 | $1.55M | 0.56% | +1,459+25.2% | Added |
| Essex Financial Services, Inc. | 7,279 | $1.56M | 0.15% | −762−9.5% | Reduced |
| Lincoln Capital LLC | 7,290 | $1.56M | 0.37% | −398−5.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 7,290 | $1.56M | 0.34% | −76−1.0% | Reduced |
| AdvisorNet Financial, Inc | 7,300 | $1.57M | 0.10% | +536+7.9% | Added |
| Benjamin Edwards Inc | 7,309 | $1.57M | 0.46% | +5,921+426.6% | Added |
| AIMZ Investment Advisors, LLC | 7,325 | $1.57M | 0.65% | −400−5.2% | Reduced |
| Eqis Capital Management, Inc. | 7,342 | $1.57M | 0.14% | +3,009+69.4% | Added |
| Eldridge Investment Advisors, Inc. | 7,360 | $1.58M | 0.53% | +30.0% | Added |
| Aevitas Wealth Management, Inc. | 7,362 | $1.58M | 0.97% | −418−5.4% | Reduced |
| Global Retirement Partners, LLC | 9,070 | $1.58M | 0.12% | +9,070 | New |
| Summit Financial, LLC | 7,371 | $1.58M | 0.12% | +920+14.3% | Added |
| D.B. Root & Company, LLC | 7,417 | $1.59M | 0.59% | +177+2.4% | Added |
| Lavaca Capital LLC | 7,416 | $1.59M | 0.68% | +588+8.6% | Added |
| HighTower Trust Services, LTA | 7,421 | $1.59M | 0.15% | −24−0.3% | Reduced |
| Change Path, LLC | 7,421 | $1.59M | 0.08% | +151+2.1% | Added |
| Csenge Advisory Group | 7,460 | $1.60M | 0.13% | +331+4.6% | Added |
| International Assets Investment Management, LLC | 7,488 | $1.61M | 0.29% | +98+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,506 | $1.61M | 0.81% | −349−4.4% | Reduced |
| Hancock Whitney Corp | 7,547 | $1.62M | 0.06% | −111−1.4% | Reduced |
| Cornerstone Capital, Inc. | 7,552 | $1.62M | 0.18% | +775+11.4% | Added |
| Equitable Holdings, Inc. | 7,568 | $1.62M | 0.03% | +75+1.0% | Added |
| Tradewinds Capital Management, LLC | 7,576 | $1.63M | 0.26% | −52−0.7% | Reduced |
| FORA Capital, LLC | 7,395 | $1.63M | 0.29% | +6,007+432.8% | Added |
| Dynamic Technology Lab Private Ltd | 7,596 | $1.63M | 0.19% | +7,596 | New |
| Morse Asset Management, Inc | 7,606 | $1.63M | 0.41% | +5,381+241.8% | Added |
| First United Bank Trust | 7,610 | $1.63M | 0.64% | −21−0.3% | Reduced |
| Abbrea Capital, LLC | 7,633 | $1.64M | 0.23% | +250+3.4% | Added |
| Sawtooth Solutions, LLC | 7,651 | $1.64M | 0.20% | −895−10.5% | Reduced |
| Game Plan Financial Advisors, LLC | 7,689 | $1.65M | 0.98% | +5,643+275.8% | Added |
| Hilltop Holdings Inc. | 7,702 | $1.65M | 0.19% | −2,686−25.9% | Reduced |
| Constitution Capital LLC | 7,710 | $1.65M | 0.91% | −100−1.3% | Reduced |
| SevenBridge Financial Group, LLC | 7,742 | $1.66M | 0.58% | −34−0.4% | Reduced |
| Dean Investment Associates, LLC | 7,752 | $1.66M | 0.30% | −1,616−17.3% | Reduced |
| Caldwell Trust Co | 7,767 | $1.67M | 0.20% | +251+3.3% | Added |
| Duff & Phelps Investment Management Co | 7,773 | $1.67M | 0.02% | +100+1.3% | Added |
| Trust Co of Virginia | 7,791 | $1.67M | 0.18% | +85+1.1% | Added |
| Hodges Capital Management Inc. | 7,803 | $1.67M | 0.13% | +482+6.6% | Added |
| Burleson & Company, LLC | 7,808 | $1.68M | 0.27% | +9+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 7,848 | $1.68M | 0.18% | −43−0.5% | Reduced |
| Virtue Capital Management, LLC | 7,861 | $1.69M | 0.27% | −645−7.6% | Reduced |
| Carson Advisory Inc. | 7,876 | $1.69M | 1.68% | −206−2.5% | Reduced |
| Siena Capital LLC | 7,965 | $1.71M | 0.96% | −3,919−33.0% | Reduced |
| Amplius Wealth Advisors, LLC | 7,966 | $1.71M | 0.26% | −13−0.2% | Reduced |
| Azzad Asset Management Inc | 7,964 | $1.71M | 0.25% | +409+5.4% | Added |
| Fundamentun, LLC | 7,968 | $1.71M | 0.28% | +799+11.1% | Added |
| Maltin Wealth Management, Inc. | 7,967 | $1.71M | 1.13% | +4,034+102.6% | Added |
| American National Bank | 7,975 | $1.71M | 0.34% | −555−6.5% | Reduced |
| Baldwin Brothers Inc | 7,980 | $1.71M | 0.18% | −17−0.2% | Reduced |
| Hexagon Capital Partners LLC | 7,978 | $1.71M | 0.45% | +132+1.7% | Added |
| Forefront Wealth Management Inc. | 7,986 | $1.71M | 1.69% | +7,986 | New |
| Tokio Marine Asset Management Co Ltd | 7,992 | $1.71M | 0.14% | −1,590−16.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.72M | 0.56% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 8,027 | $1.72M | 0.97% | +96+1.2% | Added |
| Wolff Wiese Magana LLC | 8,039 | $1.72M | 1.16% | +47+0.6% | Added |
| Bigelow Investment Advisors, LLC | 8,058 | $1.73M | 0.81% | +164+2.1% | Added |
| Alan B. Lancz & Associates, Inc. | 8,070 | $1.73M | 1.53% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 8,097 | $1.74M | 0.27% | −119−1.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,105 | $1.74M | 0.34% | +1,766+27.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,110 | $1.74M | 0.09% | −98−1.2% | Reduced |
| Silvant Capital Management LLC | 8,125 | $1.74M | 0.33% | −152−1.8% | Reduced |
| Spears Abacus Advisors LLC | 8,147 | $1.75M | 0.13% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 8,164 | $1.75M | 0.83% | −49−0.6% | Reduced |
| Assenagon Asset Management S.A. | 8,225 | $1.76M | 0.01% | −44,070−84.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,233 | $1.76M | 0.61% | −404−4.7% | Reduced |