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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 11,212 | $2.32M | 0.17% | −650−5.5% | Reduced |
| Norway Savings Bank | 10,808 | $2.32M | 1.05% | −70−0.6% | Reduced |
| Apollon Wealth Management, LLC | 10,831 | $2.32M | 0.17% | −2,072−16.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,206 | $2.33M | 0.95% | +80+0.7% | Added |
| Pitcairn Co | 10,903 | $2.34M | 0.20% | −220−2.0% | Reduced |
| Cypress Capital, LLC | 10,911 | $2.34M | 0.29% | +275+2.6% | Added |
| Capital Insight Partners, LLC | 10,941 | $2.35M | 0.48% | −512−4.5% | Reduced |
| Gabelli Funds LLC | 10,950 | $2.35M | 0.02% | −150−1.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,000 | $2.36M | 1.81% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 11,007 | $2.36M | 0.43% | −8,208−42.7% | Reduced |
| Cornerstone Wealth Management, LLC | 11,014 | $2.36M | 0.23% | −188−1.7% | Reduced |
| Eudaimonia Partners, LLC | 11,014 | $2.36M | 0.40% | +11,014 | New |
| Bowling Portfolio Management LLC | 11,112 | $2.38M | 0.51% | +11,112 | New |
| Independence Bank of Kentucky | 11,119 | $2.38M | 0.94% | +347+3.2% | Added |
| Howland Capital Management LLC | 11,125 | $2.39M | 0.13% | −55−0.5% | Reduced |
| Frontier Wealth Management LLC | 12,728 | $2.39M | 0.03% | +104+0.8% | Added |
| Autus Asset Management, LLC | 11,173 | $2.40M | 0.36% | +11,173 | New |
| GAM Holding AG | 11,227 | $2.41M | 0.12% | −4,034−26.4% | Reduced |
| Gamble Jones Investment Counsel | 11,228 | $2.41M | 0.15% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 11,300 | $2.42M | 0.01% | −25,400−69.2% | Reduced |
| Private Trust Co NA | 11,304 | $2.42M | 0.38% | +25+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 11,304 | $2.42M | 0.67% | −1,018−8.3% | Reduced |
| Quilter Plc | 11,330 | $2.43M | 0.07% | −5,800−33.9% | Reduced |
| Logan Capital Management Inc | 11,342 | $2.43M | 0.12% | −77−0.7% | Reduced |
| Alps Advisors Inc | 11,400 | $2.44M | 0.03% | −1,836−13.9% | Reduced |
| Excalibur Management Corp | 11,411 | $2.45M | 1.06% | −1,144−9.1% | Reduced |
| Hedges Asset Management LLC | 11,428 | $2.45M | 1.90% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 11,433 | $2.45M | 0.39% | +3,240+39.5% | Added |
| Transcend Wealth Collective, LLC | 11,468 | $2.46M | 0.22% | +547+5.0% | Added |
| Stone Point Wealth LLC | 11,936 | $2.46M | 1.38% | +2,701+29.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 11,481 | $2.46M | 0.73% | +502+4.6% | Added |
| Belpointe Asset Management LLC | 11,491 | $2.46M | 0.15% | −1,187−9.4% | Reduced |
| L.M. Kohn & Company | 11,495 | $2.47M | 0.95% | +11,495 | New |
| Metis Global Partners, LLC | 11,510 | $2.47M | 0.30% | +5,165+81.4% | Added |
| IBM Retirement Fund | 11,527 | $2.47M | 0.35% | −523−4.3% | Reduced |
| Trust Co of Vermont | 11,632 | $2.50M | 0.17% | −1,238−9.6% | Reduced |
| People's United Financial, Inc. | 11,649 | $2.50M | 0.07% | −3,452−22.9% | Reduced |
| Optimum Investment Advisors | 11,667 | $2.50M | 1.05% | −10.0% | Reduced |
| Loudon Investment Management, LLC | 11,679 | $2.50M | 1.65% | −1,200−9.3% | Reduced |
| Old National Bancorp | 11,684 | $2.51M | 0.09% | +675+6.1% | Added |
| Gifford Fong Associates | 11,800 | $2.53M | 0.46% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11,811 | $2.53M | 0.11% | +501+4.4% | Added |
| Fulton Bank, N.A. | 11,826 | $2.54M | 0.12% | −330−2.7% | Reduced |
| Rafferty Asset Management, LLC | 11,877 | $2.55M | 0.02% | −7,205−37.8% | Reduced |
| Sterneck Capital Management, LLC | 11,957 | $2.56M | 1.54% | −1,639−12.1% | Reduced |
| SWS Partners | 11,938 | $2.57M | 1.68% | +80+0.7% | Added |
| Ally Financial Inc. | 12,000 | $2.57M | 0.30% | −2,000−14.3% | Reduced |
| Cox Capital Mgt LLC | 12,001 | $2.57M | 1.62% | +142+1.2% | Added |
| Patriot Investment Management Inc. | 12,028 | $2.58M | 0.22% | −471−3.8% | Reduced |
| Decatur Capital Management, Inc. | 12,034 | $2.58M | 1.50% | +1,214+11.2% | Added |
| Chicago Trust Co NA | 12,075 | $2.59M | 0.56% | +1,563+14.9% | Added |
| Cary Street Partners Asset Management LLC | 12,089 | $2.59M | 0.52% | +762+6.7% | Added |
| Granite Investment Partners, LLC | 12,093 | $2.59M | 0.09% | −30−0.2% | Reduced |
| Am Investment Strategies LLC | 12,129 | $2.60M | 0.69% | −77−0.6% | Reduced |
| Court Place Advisors, LLC | 12,235 | $2.62M | 0.85% | −1,300−9.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 13,799 | $2.63M | 2.35% | +432+3.2% | Added |
| IndexIQ Advisors LLC | 12,317 | $2.64M | 0.09% | +105+0.9% | Added |
| Smith, Salley & Associates | 12,392 | $2.66M | 0.20% | +247+2.0% | Added |
| Benedetti & Gucer, Inc. | 12,408 | $2.66M | 1.78% | −369−2.9% | Reduced |
| Arabesque Asset Management Ltd | 12,538 | $2.69M | 0.93% | +210+1.7% | Added |
| Mill Capital Management, LLC | 12,551 | $2.69M | 0.26% | +10,551+527.6% | Added |
| Geneos Wealth Management Inc. | 12,558 | $2.69M | 0.12% | +1,047+9.1% | Added |
| GHP Investment Advisors, Inc. | 12,578 | $2.70M | 0.18% | +629+5.3% | Added |
| Carnegie Capital Asset Management, LLC | 12,590 | $2.70M | 0.10% | +3,407+37.1% | Added |
| Concentric Capital Strategies, LP | 12,600 | $2.70M | 1.03% | +12,600 | New |
| Monarch Capital Management Inc | 12,604 | $2.70M | 0.71% | +826+7.0% | Added |
| Forte Capital LLC | 12,618 | $2.71M | 0.34% | 00.0% | Unchanged |
| Laffer Tengler Investments | 12,616 | $2.71M | 0.82% | −800−6.0% | Reduced |
| Schnieders Capital Management LLC | 12,619 | $2.71M | 0.64% | +298+2.4% | Added |
| Kiley Juergens Wealth Management, LLC | 12,674 | $2.72M | 1.31% | +63+0.5% | Added |
| Camden Capital, LLC | 12,672 | $2.72M | 0.59% | +407+3.3% | Added |
| Worldquant Millennium Advisors LLC | 12,703 | $2.72M | 0.07% | −58,707−82.2% | Reduced |
| Cordatus Wealth Management LLC | 12,824 | $2.75M | 0.97% | −168−1.3% | Reduced |
| Cigna Investments Inc | 12,852 | $2.76M | 0.34% | −3,689−22.3% | Reduced |
| Integrated Wealth Concepts LLC | 12,865 | $2.76M | 0.08% | +2,061+19.1% | Added |
| CWM, LLC | 12,942 | $2.78M | 0.02% | +3,660+39.4% | Added |
| Wimmer Associates 1, LLC | 13,150 | $2.82M | 1.57% | −15−0.1% | Reduced |
| Veriti Management LLC | 13,238 | $2.84M | 0.34% | +1,393+11.8% | Added |
| Arrow Financial Corp | 13,238 | $2.84M | 0.34% | +2,425+22.4% | Added |
| Truvestments Capital LLC | 13,253 | $2.84M | 1.56% | +312+2.4% | Added |
| Northeast Financial Consultants Inc | 13,292 | $2.85M | 0.17% | +11,063+496.3% | Added |
| Wetherby Asset Management Inc | 13,297 | $2.85M | 0.16% | +689+5.5% | Added |
| Addison Capital Co | 13,316 | $2.86M | 1.36% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 13,338 | $2.86M | 0.79% | −649−4.6% | Reduced |
| Bristlecone Advisors, LLC | 13,435 | $2.88M | 0.35% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 13,456 | $2.89M | 0.09% | +1,188+9.7% | Added |
| Bridges Investment Management Inc | 13,464 | $2.89M | 0.09% | +382+2.9% | Added |
| Nomura Holdings Inc | 13,910 | $2.89M | 0.02% | −4,242−23.4% | Reduced |
| Institute for Wealth Management, LLC. | 13,485 | $2.89M | 0.47% | +105+0.8% | Added |
| Pensionfund Sabic | 13,500 | $2.90M | 0.72% | −3,500−20.6% | Reduced |
| Tealwood Asset Management Inc | 13,545 | $2.90M | 1.23% | −155−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,542 | $2.90M | 0.11% | +403+3.1% | Added |
| Altium Wealth Management LLC | 13,553 | $2.91M | 0.19% | +1,008+8.0% | Added |
| Meritage Portfolio Management | 13,563 | $2.91M | 0.18% | +13,563 | New |
| Mitchell & Pahl Private Wealth, LLC | 13,582 | $2.91M | 1.86% | +103+0.8% | Added |
| Waller Financial Planning Group, Inc | 13,594 | $2.92M | 0.77% | −721−5.0% | Reduced |
| Cypress Capital Group | 13,600 | $2.92M | 0.36% | +2,141+18.7% | Added |
| Central Trust Co | 13,649 | $2.93M | 0.08% | +1,345+10.9% | Added |
| Zions Bancorporation, N.A. | 13,684 | $2.94M | 0.26% | +3,707+37.2% | Added |
| BFSG, LLC | 13,701 | $2.94M | 0.47% | +18+0.1% | Added |