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 |
|---|---|---|---|---|---|
| Biechele Royce Advisors | 53,212 | $11.4M | 4.55% | −309−0.6% | Reduced |
| Vantage Investment Partners, LLC | 53,235 | $11.4M | 0.57% | +332+0.6% | Added |
| Hantz Financial Services, Inc. | 53,261 | $11.4M | 0.34% | +1,835+3.6% | Added |
| Summit Financial Wealth Advisors, LLC | 53,560 | $11.5M | 2.32% | +5,154+10.6% | Added |
| Lowe Brockenbrough & Co Inc | 53,577 | $11.5M | 0.85% | −600−1.1% | Reduced |
| Grace & White Inc | 53,690 | $11.5M | 2.17% | −1,300−2.4% | Reduced |
| Venturi Wealth Management, LLC | 53,961 | $11.6M | 0.89% | +484+0.9% | Added |
| O'Shares Investment Advisers, LLC | 54,158 | $11.6M | 0.92% | +3,024+5.9% | Added |
| Elo Mutual Pension Insurance Co | 54,549 | $11.7M | 0.34% | −380−0.7% | Reduced |
| Miramar Capital, LLC | 54,932 | $11.8M | 3.23% | +10,613+23.9% | Added |
| Mastrapasqua Asset Management Inc | 54,962 | $11.8M | 1.32% | −3,145−5.4% | Reduced |
| Eagle Ridge Investment Management | 55,118 | $11.8M | 1.26% | −206−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55,231 | $11.8M | 0.03% | +8,024+17.0% | Added |
| Hamel Associates, Inc. | 55,604 | $11.9M | 4.24% | −2,590−4.5% | Reduced |
| DuPont Capital Management Corp | 55,684 | $11.9M | 0.48% | −12,020−17.8% | Reduced |
| Congress Wealth Management LLC | 55,837 | $12.0M | 0.26% | +1,350+2.5% | Added |
| Daiwa Securities Group Inc. | 54,360 | $12.0M | 0.08% | +4,237+8.5% | Added |
| Maryland State Retirement & Pension System | 56,027 | $12.0M | 0.32% | +436+0.8% | Added |
| Meeder Asset Management Inc | 56,140 | $12.0M | 0.59% | +47,842+576.5% | Added |
| Lee Danner & Bass Inc | 56,185 | $12.0M | 1.03% | −285−0.5% | Reduced |
| FDx Advisors, Inc. | 56,275 | $12.1M | 0.41% | −4,115−6.8% | Reduced |
| Signaturefd, LLC | 56,282 | $12.1M | 0.36% | +626+1.1% | Added |
| Congress Asset Management Co | 56,923 | $12.2M | 0.10% | +983+1.8% | Added |
| Country Club Bank | 55,785 | $12.3M | 1.07% | +55,785 | New |
| B. Metzler seel. Sohn & Co. AG | 57,427 | $12.3M | 0.16% | +9,464+19.7% | Added |
| Mark Stevens | 57,609 | $12.4M | 1.38% | −3,947−6.4% | Reduced |
| Bokf, NA | 58,230 | $12.5M | 0.21% | −2,351−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 58,354 | $12.5M | 0.13% | −731−1.2% | Reduced |
| Covington Capital Management | 58,371 | $12.5M | 0.45% | +4,992+9.4% | Added |
| First National Trust Co | 58,586 | $12.6M | 0.65% | +1,414+2.5% | Added |
| Churchill Management Corp | 58,601 | $12.6M | 0.22% | −961−1.6% | Reduced |
| Ameritas Advisory Services, LLC | 58,983 | $12.7M | 0.46% | +503+0.9% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 59,400 | $12.7M | 0.00% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 59,744 | $12.8M | 0.92% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 60,000 | $12.9M | 0.15% | −115,000−65.7% | Reduced |
| Cornerstone Advisors, LLC | 60,000 | $12.9M | 0.76% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 60,192 | $12.9M | 1.32% | +233+0.4% | Added |
| Stonegate Investment Group, LLC | 60,330 | $12.9M | 0.42% | −12,684−17.4% | Reduced |
| Securian Asset Management, Inc | 60,551 | $13.0M | 0.25% | −871−1.4% | Reduced |
| Isthmus Partners, LLC | 61,566 | $13.2M | 2.17% | +832+1.4% | Added |
| Noesis Capital Mangement Corp | 61,749 | $13.2M | 3.19% | −3,481−5.3% | Reduced |
| Linscomb & Williams, Inc. | 61,988 | $13.3M | 0.64% | +1,227+2.0% | Added |
| Willis Investment Counsel | 62,185 | $13.3M | 0.71% | +11,900+23.7% | Added |
| Wesbanco Bank Inc | 62,211 | $13.3M | 0.51% | +92+0.1% | Added |
| Lynch & Associates | 62,645 | $13.4M | 3.25% | −136−0.2% | Reduced |
| Boston Common Asset Management, LLC | 62,835 | $13.5M | 0.58% | −22,693−26.5% | Reduced |
| StrategIQ Financial Group, LLC | 63,161 | $13.5M | 1.47% | +118+0.2% | Added |
| Wilkins Investment Counsel Inc | 63,652 | $13.7M | 3.08% | −635−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 63,918 | $13.7M | 0.27% | +2,326+3.8% | Added |
| First National Bank of Omaha | 63,937 | $13.7M | 0.70% | −1,046−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 64,154 | $13.8M | 0.19% | +38,600+151.1% | Added |
| Steward Partners Investment Advisory, LLC | 65,088 | $14.0M | 0.22% | −4,528−6.5% | Reduced |
| 9258 Wealth Management, LLC | 65,241 | $14.0M | 3.25% | −826−1.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 65,507 | $14.0M | 1.52% | +163+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 65,972 | $14.1M | 0.67% | +54,917+496.8% | Added |
| CCM Investment Advisers LLC | 66,194 | $14.2M | 1.94% | +2,754+4.3% | Added |
| Galvin, Gaustad & Stein, LLC | 66,308 | $14.2M | 1.28% | −928−1.4% | Reduced |
| Gradient Investments LLC | 66,619 | $14.3M | 0.37% | +1,633+2.5% | Added |
| Segall Bryant & Hamill, LLC | 67,208 | $14.4M | 0.14% | −532−0.8% | Reduced |
| Mayar Capital Ltd. | 67,659 | $14.5M | 12.77% | −6,141−8.3% | Reduced |
| J.W. Cole Advisors, Inc. | 68,251 | $14.6M | 0.98% | +358+0.5% | Added |
| Norinchukin Bank, The | 68,341 | $14.7M | 0.20% | +5,523+8.8% | Added |
| Welch & Forbes LLC | 68,654 | $14.7M | 0.23% | +2,867+4.4% | Added |
| Telos Capital Management, Inc. | 68,772 | $14.7M | 1.92% | −1,039−1.5% | Reduced |
| Great Lakes Advisors, LLC | 69,892 | $15.0M | 0.25% | +52,806+309.1% | Added |
| Lockheed Martin Investment Management Co | 70,526 | $15.1M | 0.83% | +49,230+231.2% | Added |
| TCTC Holdings, LLC | 71,256 | $15.3M | 0.63% | +170+0.2% | Added |
| Hartford Investment Management Co | 71,452 | $15.3M | 0.40% | −5,138−6.7% | Reduced |
| Stack Financial Management, Inc | 71,974 | $15.4M | 1.24% | +2,854+4.1% | Added |
| Guyasuta Investment Advisors Inc | 72,222 | $15.5M | 1.06% | −940−1.3% | Reduced |
| Federated Hermes, Inc. | 72,706 | $15.6M | 0.04% | +28,702+65.2% | Added |
| Cullinan Associates Inc | 72,929 | $15.6M | 0.82% | −1,379−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 73,163 | $15.7M | 1.25% | +184+0.3% | Added |
| Bridgeway Capital Management, LLC | 73,263 | $15.7M | 0.30% | −1,450−1.9% | Reduced |
| Squarepoint Ops LLC | 73,539 | $15.8M | 0.12% | +35,173+91.7% | Added |
| Stillwater Capital Advisors, LLC | 74,140 | $15.9M | 2.55% | −1,201−1.6% | Reduced |
| Adviser Investments LLC | 74,541 | $16.0M | 1.03% | +368+0.5% | Added |
| Lathrop Investment Management Corp | 74,843 | $16.1M | 3.39% | +1,123+1.5% | Added |
| Citizens Financial Group Inc | 75,046 | $16.1M | 0.56% | −1,337−1.8% | Reduced |
| Verity & Verity, LLC | 75,592 | $16.2M | 2.25% | +557+0.7% | Added |
| Tredje AP-fonden | 76,929 | $16.5M | 0.34% | +8,000+11.6% | Added |
| Employees Retirement System of Texas | 77,000 | $16.5M | 0.20% | +23,000+42.6% | Added |
| Madison Asset Management, LLC | 77,022 | $16.5M | 0.24% | +3,897+5.3% | Added |
| Blue Chip Partners, Inc. | 77,649 | $16.7M | 2.07% | −17,267−18.2% | Reduced |
| Investment House LLC | 79,411 | $17.0M | 1.24% | +4,795+6.4% | Added |
| Fisher Asset Management, LLC | 79,482 | $17.0M | 0.01% | +4,703+6.3% | Added |
| Brinker Capital Investments, LLC | 79,806 | $17.1M | 0.26% | +509+0.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 80,000 | $17.2M | 0.22% | +10,000+14.3% | Added |
| Nissay Asset Management Corp | 80,226 | $17.2M | 0.15% | +1,856+2.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 80,258 | $17.2M | 0.28% | +73,858+1,154.0% | Added |
| Heritage Investors Management Corp | 80,984 | $17.4M | 0.70% | −1,696−2.1% | Reduced |
| Jacobs & Co | 81,711 | $17.5M | 1.94% | −1,369−1.6% | Reduced |
| Candriam Luxembourg S.C.A. | 81,863 | $17.6M | 0.12% | −15,318−15.8% | Reduced |
| Waypoint Wealth Partners Inc. | 81,865 | $17.6M | 6.42% | +70.0% | Added |
| Richard C. Young & CO., LTD. | 82,947 | $17.8M | 2.27% | −285−0.3% | Reduced |
| Doyle Wealth Management | 83,310 | $17.9M | 1.29% | +91+0.1% | Added |
| CIBC Asset Management Inc | 83,718 | $18.0M | 0.06% | −4,936−5.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 83,907 | $18.0M | 2.75% | −541−0.6% | Reduced |
| Iowa State Bank | 84,399 | $18.1M | 4.20% | −778−0.9% | Reduced |
| Texas Yale Capital Corp. | 84,746 | $18.2M | 0.99% | −65−0.1% | Reduced |