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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 35,293 | $7.57M | 0.63% | −769−2.1% | Reduced |
| Whittier Trust Co | 35,332 | $7.58M | 0.13% | −666−1.9% | Reduced |
| Borer Denton & Associates, Inc. | 35,471 | $7.61M | 3.19% | +35,471 | New |
| Motco | 35,672 | $7.65M | 0.50% | −721−2.0% | Reduced |
| Waterfront Wealth Inc. | 41,253 | $7.72M | 2.73% | +40.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,065 | $7.73M | 0.41% | −3,446−8.7% | Reduced |
| Amica Mutual Insurance Co | 36,074 | $7.74M | 0.91% | −21,861−37.7% | Reduced |
| EagleClaw Capital Managment, LLC | 36,140 | $7.75M | 1.78% | −125−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 36,189 | $7.76M | 0.29% | +791+2.2% | Added |
| Dorsey & Whitney Trust CO LLC | 36,365 | $7.80M | 0.68% | +49+0.1% | Added |
| Red Door Wealth Management, LLC | 36,425 | $7.81M | 2.62% | +60.0% | Added |
| Sequoia Financial Advisors, LLC | 36,446 | $7.82M | 0.20% | −245−0.7% | Reduced |
| Eastover Investment Advisors LLC | 36,494 | $7.83M | 4.13% | +3,016+9.0% | Added |
| tru Independence LLC | 36,823 | $7.90M | 2.14% | +450+1.2% | Added |
| Tamar Securities, LLC | 37,048 | $7.95M | 2.22% | −1,487−3.9% | Reduced |
| Atlantic Union Bankshares Corp | 37,384 | $8.02M | 0.70% | +74+0.2% | Added |
| Albion Financial Group | 37,518 | $8.05M | 0.68% | −1,476−3.8% | Reduced |
| Bank of New Hampshire | 38,158 | $8.18M | 1.99% | 00.0% | Unchanged |
| Argent Trust Co | 38,181 | $8.19M | 0.50% | +1,126+3.0% | Added |
| Morgan Dempsey Capital Management LLC | 38,226 | $8.20M | 2.44% | −463−1.2% | Reduced |
| Vision Capital Management, Inc. | 38,252 | $8.20M | 1.35% | +1,406+3.8% | Added |
| WESPAC Advisors SoCal, LLC | 38,365 | $8.23M | 2.54% | −430−1.1% | Reduced |
| Visionary Wealth Advisors | 38,631 | $8.29M | 0.67% | +3,181+9.0% | Added |
| Flputnam Investment Management Co | 38,662 | $8.29M | 0.26% | +23,874+161.4% | Added |
| Mattern Capital Management, LLC | 38,682 | $8.30M | 1.48% | +449+1.2% | Added |
| Crossmark Global Holdings, Inc. | 38,753 | $8.31M | 0.19% | −63−0.2% | Reduced |
| Pacer Advisors, Inc. | 38,898 | $8.34M | 0.07% | −490−1.2% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 38,945 | $8.35M | 4.93% | −1,440−3.6% | Reduced |
| Horizon Investments, LLC | 39,686 | $8.44M | 0.24% | +4,091+11.5% | Added |
| Sky Investment Group LLC | 39,466 | $8.46M | 1.79% | −358−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 39,485 | $8.47M | 2.08% | −713−1.8% | Reduced |
| CMG Global Holdings, LLC | 39,672 | $8.51M | 6.94% | −140.0% | Reduced |
| Garland Capital Management Inc | 39,735 | $8.52M | 5.64% | −220−0.6% | Reduced |
| Tompkins Financial Corp | 39,858 | $8.55M | 1.20% | +314+0.8% | Added |
| Shellback Capital, LP | 40,000 | $8.58M | 1.14% | +40,000 | New |
| XML Financial, LLC | 40,174 | $8.62M | 1.02% | +70+0.2% | Added |
| Riverview Capital Advisers, LLC | 40,300 | $8.64M | 3.98% | −38−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 40,327 | $8.65M | 0.14% | −1,370−3.3% | Reduced |
| Donaldson Capital Management, LLC | 40,751 | $8.74M | 0.40% | −4,186−9.3% | Reduced |
| Louisiana State Employees Retirement System | 46,000 | $8.76M | 0.21% | +300+0.7% | Added |
| Olstein Capital Management, L.P. | 41,000 | $8.79M | 1.10% | −8,500−17.2% | Reduced |
| Hennessy Advisors Inc | 41,200 | $8.84M | 0.46% | +13,500+48.7% | Added |
| Dowling & Yahnke LLC | 41,214 | $8.84M | 0.38% | +384+0.9% | Added |
| Live Oak Private Wealth LLC | 41,305 | $8.86M | 1.71% | +1,365+3.4% | Added |
| Evercore Wealth Management, LLC | 41,375 | $8.87M | 0.16% | −805−1.9% | Reduced |
| Sand Hill Global Advisors, LLC | 41,597 | $8.92M | 0.49% | +652+1.6% | Added |
| Spinnaker Trust | 41,863 | $8.98M | 0.61% | −1,355−3.1% | Reduced |
| New Mexico Educational Retirement Board | 42,362 | $9.09M | 0.34% | −2,100−4.7% | Reduced |
| Davy Global Fund Management Ltd | 42,801 | $9.18M | 1.50% | −3,073−6.7% | Reduced |
| Richard Bernstein Advisors LLC | 42,878 | $9.20M | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 42,922 | $9.21M | 0.50% | −824−1.9% | Reduced |
| Massmutual Trust Co FSB | 42,960 | $9.21M | 0.35% | −1,083−2.5% | Reduced |
| Prospera Financial Services Inc | 42,988 | $9.22M | 0.39% | +3,429+8.7% | Added |
| Shell Asset Management Co | 43,228 | $9.27M | 0.22% | −2,084−4.6% | Reduced |
| Wealthfront Advisers LLC | 43,315 | $9.29M | 0.04% | +6,187+16.7% | Added |
| Corbyn Investment Management Inc | 43,625 | $9.36M | 3.07% | −272−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 43,877 | $9.41M | 0.09% | −2,745−5.9% | Reduced |
| Capital Management Corp | 44,168 | $9.47M | 2.03% | +1,797+4.2% | Added |
| CIBC World Markets Corp | 44,337 | $9.51M | 0.07% | −21,654−32.8% | Reduced |
| Metropolitan Life Insurance Co | 44,340 | $9.51M | 0.34% | −72,016−61.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 44,386 | $9.52M | 0.35% | +5,338+13.7% | Added |
| Kestra Private Wealth Services, LLC | 44,489 | $9.54M | 0.47% | −1,795−3.9% | Reduced |
| Headinvest, LLC | 44,687 | $9.58M | 1.83% | −320−0.7% | Reduced |
| De Burlo Group Inc | 44,874 | $9.62M | 1.79% | +39,370+715.3% | Added |
| Hunter Associates Investment Management LLC | 45,100 | $9.67M | 3.11% | −100−0.2% | Reduced |
| Oakview Capital Management, L.P. | 45,154 | $9.68M | 4.28% | +45,154 | New |
| MainStreet Investment Advisors LLC | 45,272 | $9.71M | 0.91% | −611−1.3% | Reduced |
| MAI Capital Management | 45,904 | $9.85M | 0.17% | −7,977−14.8% | Reduced |
| Beacon Financial Group | 45,255 | $9.86M | 1.32% | −160−0.4% | Reduced |
| Cetera Investment Advisers | 46,121 | $9.89M | 0.14% | −160−0.3% | Reduced |
| Intact Investment Management Inc. | 46,200 | $9.91M | 0.25% | −5,300−10.3% | Reduced |
| Wealthcare Advisory Partners LLC | 46,245 | $9.92M | 0.60% | −2,777−5.7% | Reduced |
| Stratos Wealth Partners, LTD. | 46,318 | $9.93M | 0.22% | +10,529+29.4% | Added |
| Kentucky Retirement Systems | 46,477 | $9.97M | 0.41% | +2,606+5.9% | Added |
| Glenview Trust Co | 46,742 | $10.0M | 0.33% | −385−0.8% | Reduced |
| Two Sigma Investments, LP | 47,201 | $10.1M | 0.03% | −374,728−88.8% | Reduced |
| Tufton Capital Management | 47,439 | $10.2M | 1.64% | −1,288−2.6% | Reduced |
| Resources Management Corp | 47,505 | $10.2M | 1.42% | +71+0.1% | Added |
| Oppenheimer & Co Inc | 47,660 | $10.2M | 0.18% | −110.0% | Reduced |
| Koshinski Asset Management, Inc. | 48,188 | $10.3M | 0.85% | +318+0.7% | Added |
| KBC Group NV | 48,436 | $10.4M | 0.04% | −2,634−5.2% | Reduced |
| BancorpSouth Bank | 49,179 | $10.5M | 1.31% | +493+1.0% | Added |
| Chartwell Investment Partners, LLC | 50,211 | $10.8M | 0.36% | −3,640−6.8% | Reduced |
| Gotham Asset Management, LLC | 50,462 | $10.8M | 0.34% | −22,040−30.4% | Reduced |
| ClariVest Asset Management LLC | 50,495 | $10.8M | 0.43% | +50,495 | New |
| Hendley & Co Inc | 50,550 | $10.8M | 3.69% | −45−0.1% | Reduced |
| Gilbert & Cook, Inc. | 50,699 | $10.9M | 1.76% | −2,993−5.6% | Reduced |
| Regentatlantic Capital LLC | 50,703 | $10.9M | 0.31% | +2,236+4.6% | Added |
| Addenda Capital Inc. | 50,776 | $10.9M | 0.45% | +2,654+5.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 50,850 | $10.9M | 0.97% | +3,867+8.2% | Added |
| ARGI Investment Services, LLC | 50,921 | $10.9M | 0.33% | −76−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 50,947 | $10.9M | 1.26% | +7,298+16.7% | Added |
| Teachers Retirement System of the State of Kentucky | 51,474 | $11.0M | 0.11% | −2,240−4.2% | Reduced |
| Capital Fund Management S.A. | 51,859 | $11.1M | 0.30% | +51,859 | New |
| Executive Wealth Management, LLC | 51,952 | $11.1M | 1.21% | +281+0.5% | Added |
| Hendershot Investments Inc. | 52,206 | $11.2M | 1.71% | +1,196+2.3% | Added |
| Ibex Wealth Advisors | 52,450 | $11.2M | 2.15% | +11,176+27.1% | Added |
| Northeast Investment Management | 52,473 | $11.3M | 0.59% | +491+0.9% | Added |
| Anchor Investment Management, LLC | 52,694 | $11.3M | 1.43% | −225−0.4% | Reduced |
| Prudential PLC | 52,988 | $11.4M | 0.16% | +2,334+4.6% | Added |