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 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 25,655 | $5.50M | 1.16% | −9,600−27.2% | Reduced |
| Xcel Wealth Management, LLC | 25,739 | $5.52M | 1.51% | −12,845−33.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 25,745 | $5.52M | 0.24% | −1,777−6.5% | Reduced |
| Independent Investors Inc | 25,811 | $5.54M | 1.23% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 25,830 | $5.54M | 0.11% | +15,166+142.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,922 | $5.56M | 0.30% | −1,544−5.6% | Reduced |
| Wolverine Trading, LLC | 25,297 | $5.57M | 0.16% | +23,160+1,083.8% | Added |
| Winton Group Ltd | 26,028 | $5.58M | 0.29% | +4,574+21.3% | Added |
| Farmers Trust Co | 26,051 | $5.59M | 1.20% | −90.0% | Reduced |
| Benin Management CORP | 26,115 | $5.60M | 1.72% | −25−0.1% | Reduced |
| Arjuna Capital | 26,153 | $5.61M | 2.34% | +3,222+14.1% | Added |
| WBI Investments | 26,213 | $5.62M | 0.91% | +26,213 | New |
| Murphy Pohlad Asset Management LLC | 26,241 | $5.63M | 2.27% | +2,530+10.7% | Added |
| Arkadios Wealth Advisors | 26,400 | $5.66M | 0.74% | −337−1.3% | Reduced |
| National Asset Management, Inc. | 26,506 | $5.69M | 0.19% | −8,834−25.0% | Reduced |
| Chapman Investment Management, LLC | 26,622 | $5.71M | 3.04% | −2,404−8.3% | Reduced |
| William Allan, LLC | 26,637 | $5.71M | 4.31% | +1,803+7.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 26,749 | $5.74M | 1.87% | +26,749 | New |
| Schulhoff & Co Inc | 26,800 | $5.75M | 2.42% | −191−0.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 26,819 | $5.75M | 1.73% | −2,562−8.7% | Reduced |
| Toroso Investments, LLC | 26,868 | $5.76M | 0.17% | +3,259+13.8% | Added |
| Kesler, Norman & Wride, LLC | 26,973 | $5.79M | 1.29% | +684+2.6% | Added |
| Zacks Investment Management | 26,980 | $5.79M | 0.08% | +3,600+15.4% | Added |
| Advisor Partners LLC | 27,062 | $5.80M | 0.36% | +1,982+7.9% | Added |
| Culbertson A N & Co Inc | 27,288 | $5.85M | 1.10% | +625+2.3% | Added |
| Peapack Gladstone Financial Corp | 27,252 | $5.85M | 0.11% | +1,667+6.5% | Added |
| Vaughan David Investments LLC | 27,293 | $5.85M | 0.17% | −290−1.1% | Reduced |
| McDaniel Terry & Co | 27,399 | $5.88M | 0.64% | +10.0% | Added |
| Boenning & Scattergood, Inc. | 27,490 | $5.90M | 0.95% | +80.0% | Added |
| Westover Capital Advisors, LLC | 27,495 | $5.90M | 1.84% | −870−3.1% | Reduced |
| Stolper Co | 27,509 | $5.90M | 2.50% | −54−0.2% | Reduced |
| Princeton Capital Management LLC | 27,658 | $5.93M | 1.84% | −16,736−37.7% | Reduced |
| Jane Street Group, LLC | 27,742 | $5.95M | 0.01% | −300,330−91.5% | Reduced |
| Pallas Capital Advisors LLC | 31,684 | $5.96M | 0.76% | +1,176+3.9% | Added |
| Atria Wealth Solutions, Inc. | 27,784 | $5.96M | 0.10% | +27,784 | New |
| FIL Ltd | 27,921 | $5.99M | 0.01% | +11,863+73.9% | Added |
| BTR Capital Management Inc | 28,050 | $6.02M | 0.74% | −206−0.7% | Reduced |
| JustInvest LLC | 28,078 | $6.02M | 0.29% | +5,660+25.2% | Added |
| Rench Wealth Management, Inc. | 28,113 | $6.03M | 2.74% | −144−0.5% | Reduced |
| Banque Cantonale Vaudoise | 28,143 | $6.04M | 0.26% | +2,491+9.7% | Added |
| Fusion Capital, LLC | 28,180 | $6.04M | 3.17% | +1,288+4.8% | Added |
| Sovereign Financial Group, Inc. | 28,687 | $6.15M | 2.28% | −1,098−3.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,723 | $6.16M | 2.87% | +1,803+6.7% | Added |
| Martin Capital Partners, LLC | 28,742 | $6.16M | 2.81% | +1,083+3.9% | Added |
| Bourne Lent Asset Management Inc | 28,748 | $6.17M | 1.93% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 28,928 | $6.20M | 2.02% | −1,500−4.9% | Reduced |
| Colony Group LLC | 29,085 | $6.24M | 0.09% | +11,208+62.7% | Added |
| Saturna Capital CORP | 29,092 | $6.24M | 0.13% | +16,670+134.2% | Added |
| Kingsview Wealth Management, LLC | 29,273 | $6.28M | 0.28% | +1,227+4.4% | Added |
| Boston Private Wealth LLC | 29,281 | $6.28M | 0.08% | −757−2.5% | Reduced |
| Horrell Capital Management, Inc. | 29,340 | $6.29M | 2.05% | −300−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 29,374 | $6.30M | 0.28% | +5,883+25.0% | Added |
| Sigma Planning Corp | 29,392 | $6.30M | 0.19% | −12,259−29.4% | Reduced |
| Fosun International Ltd | 29,526 | $6.33M | 0.55% | +4,339+17.2% | Added |
| Capital Investment Counsel, Inc | 29,567 | $6.34M | 1.32% | −910−3.0% | Reduced |
| Griffin Asset Management, Inc. | 29,786 | $6.39M | 0.83% | +336+1.1% | Added |
| Stokes Capital Advisors, LLC | 29,848 | $6.40M | 1.87% | −719−2.4% | Reduced |
| Cypress Wealth Services, LLC | 29,870 | $6.41M | 1.75% | +386+1.3% | Added |
| Cohen Klingenstein LLC | 30,060 | $6.45M | 0.27% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 30,315 | $6.50M | 2.72% | −265−0.9% | Reduced |
| Barrett Asset Management, LLC | 30,445 | $6.53M | 0.27% | −90−0.3% | Reduced |
| Evergreen Capital Management LLC | 30,459 | $6.53M | 0.27% | −13,171−30.2% | Reduced |
| Miller Howard Investments Inc | 30,456 | $6.53M | 0.23% | +1,491+5.1% | Added |
| Advisory Services Network, LLC | 30,463 | $6.53M | 0.19% | −2,834−8.5% | Reduced |
| Ascent Wealth Partners, LLC | 30,833 | $6.61M | 1.24% | −62−0.2% | Reduced |
| NewEdge Wealth, LLC | 31,053 | $6.66M | 0.30% | +4,331+16.2% | Added |
| Bridge Creek Capital Management LLC | 31,102 | $6.67M | 2.22% | +345+1.1% | Added |
| Woodstock Corp | 31,223 | $6.70M | 0.78% | −1,613−4.9% | Reduced |
| Integrated Advisors Network LLC | 31,467 | $6.75M | 0.40% | +1,133+3.7% | Added |
| Corient Capital Partners, LLC | 31,698 | $6.80M | 0.45% | +4,985+18.7% | Added |
| Good Life Advisors, LLC | 31,737 | $6.81M | 0.85% | +10,058+46.4% | Added |
| Icon Wealth Partners, LLC | 31,879 | $6.84M | 0.68% | +6,033+23.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,609 | $6.86M | 0.50% | +18,719+145.2% | Added |
| Captrust Financial Advisors | 32,115 | $6.89M | 0.04% | +4,098+14.6% | Added |
| Naples Global Advisors, LLC | 32,154 | $6.90M | 0.80% | +409+1.3% | Added |
| Cerity Partners LLC | 85,968 | $6.91M | 0.11% | +28,008+48.3% | Added |
| Johnson Investment Counsel Inc | 32,294 | $6.93M | 0.09% | +608+1.9% | Added |
| Birch Capital Management, LLC | 32,352 | $6.94M | 4.27% | +972+3.1% | Added |
| Opus Investment Management Inc | 32,400 | $6.95M | 1.07% | 00.0% | Unchanged |
| Boston Research & Management Inc | 32,428 | $6.95M | 2.02% | −1,250−3.7% | Reduced |
| Siemens Fonds Invest GmbH | 32,713 | $7.02M | 0.57% | +192+0.6% | Added |
| Agf Investments Inc. | 32,926 | $7.06M | 0.05% | −8,340−20.2% | Reduced |
| Swarthmore Group Inc | 33,001 | $7.08M | 1.81% | −8,048−19.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 33,081 | $7.09M | 0.16% | −3,303−9.1% | Reduced |
| E. Ohman J:or Asset Management AB | 33,311 | $7.14M | 0.24% | −1,400−4.0% | Reduced |
| Murphy Capital Management Inc | 33,725 | $7.23M | 0.84% | +357+1.1% | Added |
| TrinityPoint Wealth, LLC | 33,790 | $7.25M | 1.31% | +2,631+8.4% | Added |
| Moors & Cabot, Inc. | 33,797 | $7.25M | 0.45% | +3,047+9.9% | Added |
| Wambolt & Associates, LLC | 35,174 | $7.27M | 2.65% | −10.0% | Reduced |
| North Star Investment Management Corp. | 33,923 | $7.28M | 0.57% | −26−0.1% | Reduced |
| Spectrum Management Group, LLC | 34,028 | $7.30M | 1.16% | +9,915+41.1% | Added |
| Patten & Patten Inc | 34,189 | $7.33M | 0.54% | −450−1.3% | Reduced |
| Allstate Corp | 34,200 | $7.33M | 0.20% | −22,726−39.9% | Reduced |
| Baxter Bros Inc | 34,385 | $7.37M | 1.11% | −19−0.1% | Reduced |
| Rowland & Co Investment Counsel | 34,584 | $7.42M | 1.72% | +668+2.0% | Added |
| Sepio Capital, LP | 34,750 | $7.45M | 0.65% | −353−1.0% | Reduced |
| PDS Planning, Inc | 35,018 | $7.51M | 1.32% | +419+1.2% | Added |
| Cetera Advisors LLC | 35,145 | $7.54M | 0.15% | +89+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 35,148 | $7.54M | 0.43% | +2,987+9.3% | Added |
| Bard Financial Services, Inc. | 35,200 | $7.55M | 0.61% | +1,250+3.7% | Added |