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
- 2,243
- +37 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
- 158
- 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 |
|---|---|---|---|---|---|
| HC Financial Advisors Inc | 215 | $46.0K | 0.03% | 00.0% | Unchanged |
| Gould Capital, LLC | 227 | $49.0K | 0.04% | −81−26.3% | Reduced |
| West Oak Capital, LLC | 227 | $49.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 227 | $49.0K | 0.02% | +227 | New |
| RWM Asset Management, LLC | 245 | $53.0K | 0.01% | −13−5.0% | Reduced |
| Westside Investment Management, Inc. | 251 | $53.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 245 | $53.0K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 278 | $53.0K | 0.03% | +278 | New |
| Northern Oak Wealth Management Inc | 250 | $54.0K | 0.01% | −475−65.5% | Reduced |
| Citizens National Bank Trust Department | 300 | $54.0K | 0.02% | −25−7.7% | Reduced |
| Vectors Research Management, LLC | 255 | $55.0K | 0.01% | −25−8.9% | Reduced |
| M&R Capital Management Inc | 267 | $57.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 268 | $57.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 280 | $60.0K | 0.02% | −60−17.6% | Reduced |
| Financial Perspectives, Inc | 293 | $62.8K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 300 | $64.0K | 0.05% | −16−5.1% | Reduced |
| Cowen Prime Advisors LLC | 300 | $64.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 301 | $65.0K | 0.02% | −36−10.7% | Reduced |
| BDO Wealth Advisors, LLC | 306 | $66.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 316 | $68.0K | 0.05% | −71−18.3% | Reduced |
| Arlington Partners LLC | 317 | $68.0K | 0.02% | −30−8.6% | Reduced |
| Operose Advisors LLC | 318 | $68.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 324 | $69.0K | 0.01% | −33−9.2% | Reduced |
| First Financial Corp | 327 | $70.0K | 0.04% | −32−8.9% | Reduced |
| Earnest Partners LLC | 338 | $72.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 346 | $74.0K | 0.08% | +25+7.8% | Added |
| Tarbox Family Office, Inc. | 350 | $75.0K | 0.02% | −2,528−87.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 350 | $75.0K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 351 | $75.0K | 0.09% | +351 | New |
| Cascade Investment Advisors, Inc. | 355 | $76.1K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 357 | $77.0K | 0.02% | +7+2.0% | Added |
| Leelyn Smith, LLC | 371 | $80.0K | 0.02% | +10+2.8% | Added |
| HBC Financial Services, PLLC | 445 | $81.0K | 0.06% | −72−13.9% | Reduced |
| Macroview Investment Management LLC | 384 | $82.0K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 382 | $82.0K | 0.02% | +382 | New |
| Compagnie Lombard Odier SCmA | 390 | $84.0K | 0.00% | −210−35.0% | Reduced |
| FAI Wealth Management | 400 | $85.0K | 0.07% | 00.0% | Unchanged |
| Family CFO Inc | 400 | $86.0K | 0.09% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 408 | $88.0K | 0.03% | +408 | New |
| TSFG, LLC | 416 | $89.0K | 0.03% | +1+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 445 | $95.0K | 0.03% | −1,800−80.2% | Reduced |
| Eagle Bay Advisors LLC | 446 | $95.0K | 0.08% | −529−54.3% | Reduced |
| First Personal Financial Services | 451 | $97.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 468 | $100.0K | 0.07% | +468 | New |
| Global Financial Private Client, LLC | 490 | $101.3K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 475 | $102.0K | 0.06% | +20+4.4% | Added |
| Larson Financial Group LLC | 487 | $104.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 496 | $106.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 501 | $107.0K | 0.01% | −109−17.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 497 | $107.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 500 | $107.0K | 0.07% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $107.0K | 0.16% | +500 | New |
| Norwood Financial Corp | 500 | $108.0K | 0.16% | 00.0% | Unchanged |
| Tacita Capital Inc | 505 | $108.0K | 0.06% | +85+20.2% | Added |
| American Research & Management Co. | 513 | $110.0K | 0.02% | −212−29.2% | Reduced |
| Addison Advisors LLC | 518 | $111.0K | 0.06% | +474+1,077.3% | Added |
| Blume Capital Management, Inc. | 524 | $112.0K | 0.04% | +85+19.4% | Added |
| Plante Moran Financial Advisors, LLC | 529 | $113.0K | 0.02% | −156−22.8% | Reduced |
| Hanson & Doremus Investment Management | 528 | $113.0K | 0.02% | +74+16.3% | Added |
| Baron Financial Group, LLC | 530 | $113.7K | 0.07% | 00.0% | Unchanged |
| Monolith Advisors | 532 | $114.0K | 0.09% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 535 | $115.0K | 0.02% | −618−53.6% | Reduced |
| Institutional & Family Asset Management, LLC | 536 | $115.0K | 0.02% | −4−0.7% | Reduced |
| Sierra Capital LLC | 548 | $118.0K | 0.02% | −31−5.4% | Reduced |
| Carolinas Wealth Consulting LLC | 550 | $118.0K | 0.03% | −17−3.0% | Reduced |
| Delos Wealth Advisors, LLC | 548 | $118.0K | 0.12% | +474+640.5% | Added |
| TFC Financial Management | 567 | $122.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 584 | $125.0K | 0.01% | +164+39.0% | Added |
| Rock Creek Group, LP | 599 | $128.0K | 0.02% | −212−26.1% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 599 | $128.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 599 | $128.5K | 0.02% | +79+15.2% | Added |
| Highlander Capital Management, LLC | 600 | $129.0K | 0.06% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 600 | $129.0K | 0.08% | +600 | New |
| First Command Financial Services, Inc. | 609 | $131.0K | 0.02% | −217−26.3% | Reduced |
| First Command Bank | 609 | $131.0K | 0.02% | −217−26.3% | Reduced |
| Howe & Rusling Inc | 624 | $134.0K | 0.02% | +3+0.5% | Added |
| Hillsdale Investment Management Inc. | 623 | $134.0K | 0.01% | +263+73.1% | Added |
| Canton Hathaway, LLC | 630 | $135.0K | 0.04% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 630 | $135.0K | 0.03% | +50+8.6% | Added |
| Raffa Wealth Management, LLC | 636 | $136.4K | 0.05% | −67−9.5% | Reduced |
| IAG Wealth Partners, LLC | 665 | $143.0K | 0.04% | +25+3.9% | Added |
| MCF Advisors LLC | 669 | $143.0K | 0.01% | +669 | New |
| Lenox Wealth Advisors, LLC | 755 | $144.0K | 0.02% | +8+1.1% | Added |
| JNBA Financial Advisors | 678 | $145.0K | 0.02% | −93−12.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 674 | $145.0K | 0.08% | −23−3.3% | Reduced |
| Paladin Advisory Group, LLC | 709 | $146.0K | 0.12% | +709 | New |
| Missouri Trust & Investment Co | 685 | $147.0K | 0.09% | −35−4.9% | Reduced |
| Future Financial Wealth Managment LLC | 700 | $150.0K | 0.12% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 707 | $152.0K | 0.15% | +527+292.8% | Added |
| Toth Financial Advisory Corp | 720 | $154.0K | 0.02% | +11+1.6% | Added |
| TD Ameritrade Investment Management, LLC | 730 | $157.0K | 0.00% | +56+8.3% | Added |
| Ellevest, Inc. | 755 | $162.0K | 0.01% | −164−17.8% | Reduced |
| Tevis Investment Management | 761 | $164.0K | 0.15% | +187+32.6% | Added |
| Sound Income Strategies, LLC | 768 | $165.0K | 0.02% | +55+7.7% | Added |
| Tucker Asset Management LLC | 777 | $166.6K | 0.05% | +46+6.3% | Added |
| Salem Investment Counselors Inc | 779 | $167.0K | 0.01% | +112+16.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 792 | $170.0K | 0.15% | +18+2.3% | Added |
| LSV Asset Management | 800 | $172.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 843 | $181.0K | 0.02% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 869 | $186.0K | 0.00% | 00.0% | Unchanged |