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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 8,230 | $1.76M | 0.02% | +1,752+27.0% | Added |
| V Wealth Advisors LLC | 8,236 | $1.77M | 0.28% | +343+4.3% | Added |
| Fulcrum Asset Management LLP | – | $1.77M | 0.51% | – | – |
| Marks Group Wealth Management, Inc | 8,323 | $1.78M | 0.22% | +2,171+35.3% | Added |
| SeaCrest Wealth Management, LLC | 8,387 | $1.80M | 0.21% | −571−6.4% | Reduced |
| Central Bank & Trust Co | 8,417 | $1.80M | 0.29% | −54−0.6% | Reduced |
| WT Wealth Management | 8,427 | $1.81M | 0.69% | −972−10.3% | Reduced |
| CAPROCK Group, Inc. | 8,481 | $1.82M | 0.17% | −1,614−16.0% | Reduced |
| Payden & Rygel | 8,500 | $1.82M | 0.09% | +1,300+18.1% | Added |
| Caliber Wealth Management, LLC | 8,510 | $1.82M | 1.16% | +8,510 | New |
| Arvest Trust Co N A | 8,514 | $1.83M | 0.10% | +955+12.6% | Added |
| Wahed Invest LLC | 8,523 | $1.83M | 1.08% | −132−1.5% | Reduced |
| Keystone Financial Group | 8,558 | $1.83M | 0.31% | −647−7.0% | Reduced |
| Profund Advisors LLC | 8,582 | $1.84M | 0.08% | −1,600−15.7% | Reduced |
| Keeler Thomas Management LLC | 8,606 | $1.85M | 0.89% | −56−0.6% | Reduced |
| United Bank | 8,619 | $1.85M | 0.24% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 8,643 | $1.85M | 0.37% | 00.0% | Unchanged |
| AMG National Trust Bank | 8,666 | $1.86M | 0.06% | −20−0.2% | Reduced |
| Simmons Bank | 8,667 | $1.86M | 0.14% | −586−6.3% | Reduced |
| Wharton Business Group, LLC | 8,688 | $1.86M | 0.11% | +610+7.6% | Added |
| Gratus Capital LLC | 8,708 | $1.87M | 0.18% | −58−0.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 8,728 | $1.87M | 0.53% | +2,783+46.8% | Added |
| United Community Bank | 8,728 | $1.87M | 1.87% | +252+3.0% | Added |
| Baker Tilly Wealth Management, LLC | 8,787 | $1.89M | 0.21% | +823+10.3% | Added |
| Greenleaf Trust | 8,810 | $1.89M | 0.02% | +680+8.4% | Added |
| Voya Financial Advisors, Inc. | 8,577 | $1.89M | 0.22% | +2,336+37.4% | Added |
| Meiji Yasuda Life Insurance Co | 8,817 | $1.89M | 0.03% | −675−7.1% | Reduced |
| ICA Group Wealth Management, LLC | 10,118 | $1.89M | 0.36% | +10,118 | New |
| Slow Capital, Inc. | 8,868 | $1.90M | 0.36% | −5,507−38.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 10,713 | $1.91M | 0.80% | −1,570−12.8% | Reduced |
| Foresight Capital Management Advisors, Inc. | 8,942 | $1.92M | 2.14% | +301+3.5% | Added |
| WSFS Capital Management, LLC | 9,021 | $1.94M | 0.54% | +9,021 | New |
| Dynamic Advisor Solutions LLC | 9,025 | $1.94M | 0.13% | +163+1.8% | Added |
| Financial Architects, Inc | 9,055 | $1.94M | 0.28% | −472−5.0% | Reduced |
| TrimTabs Asset Management, LLC | 9,093 | $1.95M | 0.65% | −3,316−26.7% | Reduced |
| Clearstead Advisors, LLC | 9,095 | $1.95M | 0.13% | +781+9.4% | Added |
| SOA Wealth Advisors, LLC. | 9,102 | $1.95M | 0.48% | +419+4.8% | Added |
| Taylor Hoffman Wealth Management | 9,108 | $1.95M | 0.78% | 00.0% | Unchanged |
| Financial Consulate, Inc | 9,131 | $1.96M | 0.75% | −45−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 9,134 | $1.96M | 0.06% | −573−5.9% | Reduced |
| Rossmore Private Capital | 9,144 | $1.96M | 0.31% | +1,115+13.9% | Added |
| Shulman DeMeo Asset Management LLC | 9,153 | $1.96M | 0.54% | +28+0.3% | Added |
| Park Avenue Securities LLC | 9,199 | $1.97M | 0.03% | +4,065+79.2% | Added |
| Pacific Global Investment Management CO | 9,255 | $1.99M | 0.39% | −87−0.9% | Reduced |
| Mutual Advisors, LLC | 9,262 | $1.99M | 0.11% | +186+2.0% | Added |
| Balasa Dinverno & Foltz LLC | 9,328 | $2.00M | 0.13% | +1,273+15.8% | Added |
| First Horizon Advisors, Inc. | 9,342 | $2.00M | 0.11% | −5,281−36.1% | Reduced |
| Harrington Investments, INC | 9,340 | $2.00M | 1.20% | −1,796−16.1% | Reduced |
| Werlinich Asset Management, LLC | 9,345 | $2.00M | 1.53% | −300−3.1% | Reduced |
| Modus Advisors, LLC | 9,382 | $2.01M | 0.88% | +48+0.5% | Added |
| B. Riley Wealth Management, Inc. | 9,410 | $2.02M | 0.16% | +257+2.8% | Added |
| High Net Worth Advisory Group LLC | 9,424 | $2.02M | 0.73% | −200−2.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,432 | $2.02M | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,480 | $2.03M | 0.07% | −256−2.6% | Reduced |
| Coastline Trust Co | 9,520 | $2.04M | 0.25% | −158−1.6% | Reduced |
| HBK Investments L P | 9,537 | $2.04M | 0.04% | +9,537 | New |
| Weaver C. Barksdale & Associates, Inc. | 9,538 | $2.05M | 1.82% | +127+1.3% | Added |
| ForthRight Wealth Management, LLC | 9,654 | $2.07M | 1.07% | −100−1.0% | Reduced |
| Cornerstone Investment Partners, LLC | 9,658 | $2.07M | 0.12% | −810−7.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,655 | $2.07M | 0.03% | +490+5.3% | Added |
| Millennium Management LLC | 9,686 | $2.08M | 0.00% | −357,348−97.4% | Reduced |
| Soltis Investment Advisors LLC | 9,705 | $2.08M | 0.29% | +1,411+17.0% | Added |
| Moneywise, Inc. | 9,713 | $2.08M | 1.37% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10,739 | $2.09M | 2.16% | −2,180−16.9% | Reduced |
| Rockland Trust Co | 9,736 | $2.09M | 0.13% | −354−3.5% | Reduced |
| Convergence Investment Partners, LLC | 9,738 | $2.09M | 1.08% | +8,006+462.2% | Added |
| Phoenix Holdings Ltd. | 9,744 | $2.09M | 0.04% | +9,744 | New |
| Moloney Securities Asset Management, LLC | 9,764 | $2.09M | 0.41% | −15−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,774 | $2.10M | 0.00% | −12,852−56.8% | Reduced |
| Gofen & Glossberg LLC | 9,800 | $2.10M | 0.05% | −15−0.2% | Reduced |
| Stamos Capital Partners, L.P. | 9,800 | $2.10M | 0.70% | +9,800 | New |
| Aberdeen Wealth Management LLC | 9,835 | $2.11M | 1.44% | +20.0% | Added |
| Van Eck Associates Corp | 9,877 | $2.12M | 0.00% | −2,808−22.1% | Reduced |
| Schechter Investment Advisors, LLC | 9,912 | $2.13M | 0.20% | +32+0.3% | Added |
| American Assets Investment Management, LLC | 10,000 | $2.15M | 0.23% | 00.0% | Unchanged |
| Empirical Capital Management, LLC | 10,055 | $2.16M | 2.04% | +10,055 | New |
| Investmark Advisory Group LLC | 10,115 | $2.17M | 2.24% | +639+6.7% | Added |
| Advance Capital Management, Inc. | 10,121 | $2.17M | 0.26% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10,171 | $2.18M | 1.30% | +8,696+589.6% | Added |
| Deseret Mutual Benefit Administrators | 10,183 | $2.18M | 0.44% | −1,301−11.3% | Reduced |
| Vident Investment Advisory, LLC | 10,238 | $2.19M | 0.06% | −685−6.3% | Reduced |
| Money Concepts Capital Corp | 10,246 | $2.20M | 0.12% | +8,212+403.7% | Added |
| CPWM, LLC | 10,264 | $2.20M | 0.16% | +1,210+13.4% | Added |
| Fiduciary Trust Co | 10,289 | $2.21M | 0.04% | +729+7.6% | Added |
| BKD Wealth Advisors, LLC | 10,294 | $2.21M | 0.09% | −173−1.7% | Reduced |
| JLB & Associates Inc | 10,304 | $2.21M | 0.33% | +254+2.5% | Added |
| BTC Capital Management, Inc. | 10,331 | $2.22M | 0.22% | +10,331 | New |
| ACG Wealth | 10,375 | $2.23M | 0.42% | +3,810+58.0% | Added |
| EP Wealth Advisors, LLC | 10,389 | $2.23M | 0.05% | −285−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,400 | $2.23M | 0.02% | −12,978−55.5% | Reduced |
| CX Institutional | 10,415 | $2.23M | 0.18% | +8,920+596.7% | Added |
| Hutner Capital Management Inc | 10,446 | $2.24M | 1.28% | −41−0.4% | Reduced |
| Sandy Spring Bank | 10,450 | $2.24M | 0.11% | −6−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 10,462 | $2.24M | 0.05% | +3,067+41.5% | Added |
| Resources Investment Advisors, LLC. | 10,586 | $2.27M | 0.09% | +2,862+37.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,617 | $2.28M | 0.10% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,679 | $2.29M | 0.18% | +269+2.6% | Added |
| Knuff & Co LLC | 10,712 | $2.30M | 0.83% | +475+4.6% | Added |
| Chatham Capital Group, Inc. | 10,745 | $2.30M | 0.45% | +2,185+25.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,767 | $2.31M | 1.42% | −218−2.0% | Reduced |