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 |
|---|---|---|---|---|---|
| Marion Wealth Management | 18,548 | $3.98M | 1.94% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 18,644 | $4.00M | 0.02% | +11,171+149.5% | Added |
| McDonald Partners LLC | 18,814 | $4.04M | 0.88% | +18,814 | New |
| Arden Trust Co | 18,822 | $4.04M | 0.79% | −494−2.6% | Reduced |
| Intersect Capital LLC | 18,864 | $4.05M | 0.78% | +168+0.9% | Added |
| Princeton Global Asset Management LLC | 18,895 | $4.05M | 1.13% | +5,006+36.0% | Added |
| Lido Advisors, LLC | 18,980 | $4.07M | 0.08% | +419+2.3% | Added |
| IronBridge Private Wealth, LLC | 19,016 | $4.08M | 2.52% | +19,016 | New |
| Vestcor Inc | 19,072 | $4.09M | 0.14% | +10,083+112.2% | Added |
| Members Capital Advisors Inc | 19,097 | $4.10M | 2.63% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 19,116 | $4.10M | 0.53% | −148−0.8% | Reduced |
| Bank of the West | 19,114 | $4.10M | 0.42% | +2,587+15.7% | Added |
| Strategic Wealth Advisors Group, LLC | 19,889 | $4.14M | 0.16% | +2,630+15.2% | Added |
| Artemis Investment Management LLP | 19,350 | $4.14M | 0.03% | −20,267−51.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 19,406 | $4.16M | 0.60% | +1,900+10.9% | Added |
| Aigen Investment Management, LP | 19,519 | $4.19M | 0.72% | −8,790−31.1% | Reduced |
| Legacy Advisors, LLC | 19,529 | $4.19M | 0.81% | +14,517+289.6% | Added |
| South Dakota Investment Council | 19,588 | $4.20M | 0.08% | −9,957−33.7% | Reduced |
| Twin Lakes Capital Management, LLC | 19,621 | $4.21M | 2.37% | +158+0.8% | Added |
| Sumitomo Life Insurance Co | 19,629 | $4.21M | 0.10% | −291−1.5% | Reduced |
| Interval Partners, LP | 19,737 | $4.23M | 0.32% | −16,203−45.1% | Reduced |
| Investment Management of Virginia LLC | 19,875 | $4.26M | 0.75% | −1,244−5.9% | Reduced |
| Stonnington Group, LLC | 22,351 | $4.26M | 1.02% | −1,650−6.9% | Reduced |
| Brookstone Capital Management | 22,364 | $4.27M | 0.08% | +87+0.4% | Added |
| Heritage Trust Co | 19,930 | $4.27M | 0.60% | +189+1.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 19,975 | $4.28M | 0.05% | +2,000+11.1% | Added |
| Advanced Asset Management Advisors Inc | 20,000 | $4.29M | 0.94% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 20,016 | $4.29M | 2.76% | +628+3.2% | Added |
| Palisade Asset Management, LLC | 20,023 | $4.29M | 0.49% | +1,388+7.4% | Added |
| Strategic Advisors LLC | 20,044 | $4.30M | 0.75% | −2,491−11.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,134 | $4.32M | 0.17% | +180+0.9% | Added |
| Courier Capital LLC | 20,314 | $4.36M | 0.44% | −1,643−7.5% | Reduced |
| Putnam Investments LLC | 20,324 | $4.36M | 0.01% | −20,919−50.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 20,402 | $4.38M | 1.54% | +130+0.6% | Added |
| Capstone Investment Advisors, LLC | 20,507 | $4.40M | 0.10% | +19,835+2,951.6% | Added |
| Roundview Capital LLC | 20,528 | $4.40M | 0.45% | +401+2.0% | Added |
| Inlet Private Wealth, LLC | 20,587 | $4.42M | 1.10% | +417+2.1% | Added |
| Summitry LLC | 20,614 | $4.42M | 0.26% | −768−3.6% | Reduced |
| Perkins Coie Trust Co | 20,624 | $4.42M | 1.37% | −236−1.1% | Reduced |
| Old Point Trust & Financial Services N A | 20,663 | $4.43M | 1.81% | −102−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 20,666 | $4.43M | 0.95% | −254−1.2% | Reduced |
| Plimoth Trust Co LLC | 20,703 | $4.44M | 1.18% | −3,785−15.5% | Reduced |
| Girard Partners Ltd. | 20,725 | $4.44M | 0.49% | +686+3.4% | Added |
| Azimuth Capital Management LLC | 20,768 | $4.45M | 0.19% | −495−2.3% | Reduced |
| Surevest, LLC | 20,871 | $4.48M | 1.08% | −5,192−19.9% | Reduced |
| Everence Capital Management Inc | 20,945 | $4.49M | 0.34% | +3,220+18.2% | Added |
| Johnson Financial Group, Inc. | 21,045 | $4.51M | 0.32% | +4,342+26.0% | Added |
| Sterling Investment Advisors, Ltd. | 21,176 | $4.54M | 1.29% | −474−2.2% | Reduced |
| Physicians Financial Services, Inc. | 21,194 | $4.54M | 1.74% | +200+1.0% | Added |
| Madison Wealth Management | 21,361 | $4.58M | 0.97% | +280+1.3% | Added |
| Holloway Wealth Management, LLC | – | $4.62M | 1.32% | – | – |
| Kentucky Retirement Systems Insurance Trust Fund | 21,522 | $4.62M | 0.41% | +2,311+12.0% | Added |
| Brookmont Capital Management | 21,529 | $4.62M | 2.77% | +31+0.1% | Added |
| Vise Technologies, Inc. | 21,581 | $4.63M | 1.74% | −10,399−32.5% | Reduced |
| Kinneret Advisory, LLC | 21,661 | $4.64M | 0.51% | +485+2.3% | Added |
| Cubist Systematic Strategies, LLC | 21,714 | $4.66M | 0.04% | −6,059−21.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,758 | $4.67M | 0.41% | +5,112+30.7% | Added |
| Hoylecohen, LLC | 21,869 | $4.69M | 0.40% | +1,046+5.0% | Added |
| Bowen Hanes & Co Inc | 21,976 | $4.71M | 0.14% | −50−0.2% | Reduced |
| Adams Asset Advisors, LLC | 22,079 | $4.74M | 0.70% | −600−2.6% | Reduced |
| Horan Capital Advisors, LLC. | 22,120 | $4.74M | 1.91% | +36+0.2% | Added |
| Sheets Smith Wealth Management | 22,338 | $4.79M | 0.66% | +30.0% | Added |
| Atwater Malick LLC | 22,359 | $4.79M | 2.32% | +1,156+5.5% | Added |
| Bridgeworth, LLC | 22,370 | $4.80M | 1.10% | −36,384−61.9% | Reduced |
| Tiaa, FSB | 22,577 | $4.82M | 0.02% | +446+2.0% | Added |
| Veritable, L.P. | 22,467 | $4.82M | 0.07% | +26+0.1% | Added |
| Northwest Investment Counselors, LLC | 22,565 | $4.84M | 1.28% | −241−1.1% | Reduced |
| Antonetti Capital Management LLC | 22,574 | $4.84M | 4.55% | +107+0.5% | Added |
| Farmers National Bank | 22,759 | $4.88M | 1.69% | −309−1.3% | Reduced |
| Freestone Capital Holdings, LLC | 22,781 | $4.89M | 0.20% | +4,275+23.1% | Added |
| EHP Funds Inc. | 22,910 | $4.91M | 0.82% | +22,910 | New |
| Buckingham Strategic Wealth, LLC | 22,944 | $4.92M | 0.10% | +35+0.2% | Added |
| Hallmark Capital Management Inc | 23,007 | $4.93M | 0.41% | +146+0.6% | Added |
| Canal Capital Management, LLC | 23,013 | $4.93M | 1.33% | +999+4.5% | Added |
| Twin Capital Management Inc | 23,207 | $4.98M | 0.54% | +310+1.4% | Added |
| Papp L Roy & Associates | 23,282 | $4.99M | 0.62% | −1,296−5.3% | Reduced |
| HB Wealth Management, LLC | 23,363 | $5.01M | 0.09% | +9,911+73.7% | Added |
| Fort Washington Investment Advisors Inc | 23,421 | $5.02M | 0.03% | +475+2.1% | Added |
| North Star Asset Management Inc | 23,458 | $5.03M | 0.28% | +75+0.3% | Added |
| King Luther Capital Management Corp | 23,500 | $5.04M | 0.02% | −629−2.6% | Reduced |
| Sawyer & Company, Inc | 23,579 | $5.06M | 2.27% | +69+0.3% | Added |
| Valeo Financial Advisors, LLC | 23,838 | $5.11M | 0.27% | +1,263+5.6% | Added |
| Bessemer Group Inc | 23,898 | $5.13M | 0.01% | +5,720+31.5% | Added |
| Bayesian Capital Management, LP | 24,144 | $5.18M | 0.77% | +4,400+22.3% | Added |
| Avantax Advisory Services, Inc. | 24,181 | $5.19M | 0.07% | +85+0.4% | Added |
| Clark Capital Management Group, Inc. | 24,395 | $5.23M | 0.06% | −3,174−11.5% | Reduced |
| Park National Corp | 24,444 | $5.24M | 0.22% | −1,018−4.0% | Reduced |
| City Holding Co | 24,487 | $5.25M | 0.85% | −86−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 24,507 | $5.26M | 0.43% | −1,190−4.6% | Reduced |
| Gladstone Institutional Advisory LLC | 24,678 | $5.29M | 0.36% | +11,623+89.0% | Added |
| Pathstone Family Office, LLC | 19,680 | $5.30M | 0.12% | −1,852−8.6% | Reduced |
| LGT Fund Management Co Ltd. | 25,742 | $5.32M | 0.71% | +16,742+186.0% | Added |
| Semmax Financial Advisors Inc. | 24,885 | $5.34M | 2.10% | +2,074+9.1% | Added |
| Community Bank, N.A. | 24,909 | $5.34M | 0.66% | −460−1.8% | Reduced |
| Coldstream Capital Management Inc | 24,941 | $5.35M | 0.18% | −707−2.8% | Reduced |
| Keating Investment Counselors Inc | 24,943 | $5.35M | 2.29% | −185−0.7% | Reduced |
| Associated Banc-Corp | 25,037 | $5.37M | 0.21% | −136−0.5% | Reduced |
| Greenline Partners, LLC | 25,095 | $5.38M | 1.01% | +563+2.3% | Added |
| Comerica Securities,inc. | 25,143 | $5.39M | 0.36% | +1,862+8.0% | Added |
| O'Shaughnessy Asset Management, LLC | 25,194 | $5.40M | 0.09% | +12,623+100.4% | Added |