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
- 2,242
- +36 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
- 157
- 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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 13,792 | $2.96M | 0.33% | +1,535+12.5% | Added |
| Castellan Group, LLC | 13,841 | $2.97M | 2.06% | +5,692+69.8% | Added |
| Wakefield Asset Management LLLP | 13,858 | $2.97M | 1.07% | −305−2.2% | Reduced |
| Garner Asset Management Corp | 13,911 | $2.98M | 1.20% | +55+0.4% | Added |
| Cresset Asset Management, LLC | 13,918 | $2.98M | 0.03% | −1,679−10.8% | Reduced |
| Exeter Financial, LLC | 13,954 | $2.99M | 1.62% | −1,376−9.0% | Reduced |
| Sowell Financial Services LLC | 14,818 | $2.99M | 0.52% | −49,054−76.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,963 | $3.00M | 0.07% | −222−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 14,055 | $3.01M | 0.33% | −129−0.9% | Reduced |
| Shoker Investment Counsel, Inc. | 14,078 | $3.02M | 1.50% | −58−0.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 15,619 | $3.04M | 0.42% | +2,076+15.3% | Added |
| Mengis Capital Management, Inc. | 14,162 | $3.04M | 0.58% | +778+5.8% | Added |
| Stonebridge Capital Advisors LLC | 14,202 | $3.05M | 0.33% | +175+1.2% | Added |
| Seeyond | 14,233 | $3.05M | 0.30% | −329−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 14,264 | $3.06M | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14,293 | $3.07M | 0.47% | −10.0% | Reduced |
| United Asset Strategies, Inc. | 14,320 | $3.07M | 0.39% | −14−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 14,337 | $3.08M | 0.18% | +3,917+37.6% | Added |
| Skylands Capital, LLC | 14,380 | $3.08M | 0.37% | 00.0% | Unchanged |
| Advisory Services & Investments, LLC | 14,382 | $3.08M | 2.50% | +40+0.3% | Added |
| Exencial Wealth Advisors, LLC | 14,385 | $3.08M | 0.16% | −236−1.6% | Reduced |
| Cooke & Bieler LP | 14,390 | $3.09M | 0.03% | −18,460−56.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,429 | $3.09M | 1.90% | +20+0.1% | Added |
| Jacobi Capital Management LLC | 14,491 | $3.11M | 0.37% | +400+2.8% | Added |
| Great Valley Advisor Group, Inc. | 14,511 | $3.11M | 0.18% | +1,375+10.5% | Added |
| Moody National Bank Trust Division | 14,526 | $3.12M | 0.10% | −1,764−10.8% | Reduced |
| Western Wealth Management, LLC | 14,524 | $3.12M | 0.15% | +11,305+351.2% | Added |
| Bell Bank | 14,531 | $3.12M | 0.35% | +70.0% | Added |
| New England Research & Management, Inc. | 14,580 | $3.13M | 1.62% | −300−2.0% | Reduced |
| Mechanics Bank Trust Department | 14,581 | $3.13M | 0.48% | −214−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 14,588 | $3.13M | 0.19% | +1,117+8.3% | Added |
| TownSquare Capital, LLC | 14,611 | $3.13M | 0.08% | +4,069+38.6% | Added |
| Cohen Investment Advisors LLC | 14,623 | $3.14M | 2.33% | −271−1.8% | Reduced |
| WealthTrust Asset Management, LLC | 14,706 | $3.15M | 2.25% | −414−2.7% | Reduced |
| Shorepoint Capital Partners LLC | 14,747 | $3.16M | 1.32% | −281−1.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 14,778 | $3.17M | 2.38% | −482−3.2% | Reduced |
| Aull & Monroe Investment Management Corp | 14,796 | $3.17M | 1.43% | −150−1.0% | Reduced |
| Bonness Enterprises Inc | 14,950 | $3.21M | 1.48% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 15,011 | $3.22M | 2.61% | +91+0.6% | Added |
| Lincoln National Corp | 15,050 | $3.23M | 0.07% | +467+3.2% | Added |
| Paradigm Asset Management Co LLC | 15,274 | $3.28M | 0.86% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 15,309 | $3.28M | 0.60% | +12,049+369.6% | Added |
| Northcape Wealth Management, LLC | 15,337 | $3.29M | 0.96% | +287+1.9% | Added |
| Wedbush Securities Inc | 15,339 | $3.29M | 0.15% | +652+4.4% | Added |
| Zullo Investment Group, Inc. | 15,346 | $3.29M | 1.71% | +43+0.3% | Added |
| Venture Visionary Partners LLC | 15,428 | $3.31M | 0.22% | +1,855+13.7% | Added |
| GSB Wealth Management, LLC | 15,433 | $3.31M | 0.97% | +1,917+14.2% | Added |
| American Portfolios Advisors | 15,527 | $3.33M | 0.11% | +127+0.8% | Added |
| Rehmann Capital Advisory Group | 15,651 | $3.36M | 0.32% | +468+3.1% | Added |
| Two Sigma Securities, LLC | 15,670 | $3.36M | 0.47% | +15,670 | New |
| Harbour Investment Management LLC | 15,714 | $3.37M | 1.64% | −325−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 15,793 | $3.39M | 0.02% | −132−0.8% | Reduced |
| Canandaigua National Corp | 15,869 | $3.40M | 0.52% | −699−4.2% | Reduced |
| Sculati Wealth Management, LLC | 15,872 | $3.40M | 1.66% | +268+1.7% | Added |
| Spire Wealth Management | 15,878 | $3.40M | 0.09% | −781−4.7% | Reduced |
| Radnor Capital Management, LLC | 15,930 | $3.42M | 0.86% | +320+2.0% | Added |
| Auxier Asset Management | 16,107 | $3.45M | 0.55% | −399−2.4% | Reduced |
| South State Corp. | 16,205 | $3.48M | 0.28% | +176+1.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,243 | $3.48M | 2.22% | +372+2.3% | Added |
| Searle & Co. | 16,250 | $3.48M | 1.29% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.49M | 1.68% | 00.0% | Unchanged |
| Legacy CG, LLC | 16,311 | $3.50M | 2.27% | +189+1.2% | Added |
| Sunbelt Securities, Inc. | 16,027 | $3.53M | 0.65% | −6,059−27.4% | Reduced |
| AlphaCrest Capital Management LLC | 16,603 | $3.56M | 0.20% | +2,250+15.7% | Added |
| Monument Capital Management | 16,645 | $3.57M | 1.16% | −584−3.4% | Reduced |
| Ellsworth Advisors, LLC | 18,830 | $3.59M | 1.26% | +2,216+13.3% | Added |
| Fayez Sarofim & Co | 16,735 | $3.59M | 0.01% | +67+0.4% | Added |
| Intrepid Capital Management Inc | 16,790 | $3.60M | 2.14% | 00.0% | Unchanged |
| Assetmark, Inc | 16,842 | $3.61M | 0.02% | +12,273+268.6% | Added |
| Miller Investment Management, LP | 16,859 | $3.62M | 0.57% | 00.0% | Unchanged |
| Alta Capital Management LLC | 16,924 | $3.63M | 0.21% | +642+3.9% | Added |
| Pavion Blue Capital, LLC | 16,926 | $3.63M | 2.13% | −307−1.8% | Reduced |
| NEIRG Wealth Management, LLC | 16,962 | $3.64M | 0.71% | −907−5.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 17,025 | $3.65M | 0.81% | +737+4.5% | Added |
| Verdence Capital Advisors LLC | 17,152 | $3.68M | 0.42% | +1,012+6.3% | Added |
| Oak Harbor Wealth Partners, LLC | 17,223 | $3.69M | 1.21% | −9−0.1% | Reduced |
| PFG Advisors | 17,243 | $3.70M | 0.38% | +513+3.1% | Added |
| Signature Wealth Management Group | 17,247 | $3.70M | 1.67% | +17,247 | New |
| IFP Advisors, Inc | 30,584 | $3.71M | 0.05% | +18,889+161.5% | Added |
| Pure Financial Advisors, Inc. | 17,391 | $3.73M | 0.17% | +20.0% | Added |
| We Are One Seven, LLC | 17,698 | $3.80M | 0.41% | +335+1.9% | Added |
| Cypress Asset Management Inc | 17,736 | $3.80M | 1.12% | −2,325−11.6% | Reduced |
| Motley Fool Wealth Management, LLC | 17,873 | $3.83M | 0.18% | −120−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,876 | $3.83M | 0.26% | +1,600+9.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 17,934 | $3.85M | 0.02% | −7,738−30.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,942 | $3.85M | 0.39% | −219−1.2% | Reduced |
| Beech Hill Advisors, Inc. | 17,961 | $3.85M | 1.57% | −40−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 17,967 | $3.85M | 0.34% | −3,067−14.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,671 | $3.88M | 0.05% | −3,639−16.3% | Reduced |
| Ieq Capital, LLC | 18,100 | $3.88M | 0.09% | +6,047+50.2% | Added |
| Parallel Advisors, LLC | 17,700 | $3.90M | 0.15% | +3,220+22.2% | Added |
| Jackson Wealth Management, LLC | 18,316 | $3.93M | 0.55% | −553−2.9% | Reduced |
| Snowden Capital Advisors LLC | 18,369 | $3.94M | 0.16% | +8,696+89.9% | Added |
| Marietta Wealth Management, LLC | 18,396 | $3.94M | 0.82% | +562+3.2% | Added |
| Cardinal Capital Management | 18,400 | $3.95M | 0.80% | +309+1.7% | Added |
| NewSquare Capital LLC | 18,427 | $3.95M | 0.42% | +2,095+12.8% | Added |
| Fortis Advisors, LLC | 18,432 | $3.95M | 2.17% | +50.0% | Added |
| Millennium Capital Advisors, LLC | 18,443 | $3.96M | 3.19% | +115+0.6% | Added |
| Stanley-Laman Group, Ltd. | 18,480 | $3.96M | 0.55% | +2,522+15.8% | Added |
| Aspire Private Capital, LLC | 18,519 | $3.97M | 1.27% | −33−0.2% | Reduced |