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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 867 | $186.0K | 0.03% | +58+7.2% | Added |
| Bellwether Advisors, LLC | 874 | $187.0K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 875 | $188.0K | 0.11% | +27+3.2% | Added |
| Fairfield Financial Advisors, LTD | 885 | $189.8K | 0.07% | +885 | New |
| Ahrens Investment Partners LLC | 884 | $190.0K | 0.06% | +254+40.3% | Added |
| Cutler Group LP | 896 | $192.0K | 0.02% | −204−18.5% | Reduced |
| Beacon Capital Management, LLC | 901 | $193.0K | 0.05% | +901 | New |
| Bellevue Asset Management, LLC | 904 | $196.0K | 0.12% | +1+0.1% | Added |
| Lee Financial Co | 912 | $196.0K | 0.04% | +88+10.7% | Added |
| State of Wyoming | 930 | $199.0K | 0.10% | +272+41.3% | Added |
| Welch Group, LLC | 934 | $200.0K | 0.01% | −80−7.9% | Reduced |
| Monetary Management Group Inc | 931 | $200.0K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 938 | $201.0K | 0.01% | −117−11.1% | Reduced |
| Beacon Financial Advisory LLC | 937 | $201.0K | 0.10% | +1+0.1% | Added |
| Drive Wealth Management, LLC | 936 | $201.0K | 0.17% | +936 | New |
| Atticus Wealth Management, LLC | 941 | $202.0K | 0.07% | +151+19.1% | Added |
| Janney Capital Management LLC | 940 | $202.0K | 0.01% | +940 | New |
| Northwest Wealth Management, LLC | 944 | $202.0K | 0.10% | +944 | New |
| Parkside Advisors LLC | 946 | $203.0K | 0.06% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 955 | $205.0K | 0.06% | +955 | New |
| Calamos Wealth Management LLC | 963 | $207.0K | 0.02% | +963 | New |
| Insight Wealth Partners, LLC | 970 | $208.0K | 0.15% | −352−26.6% | Reduced |
| Concorde Asset Management, LLC | 970 | $208.0K | 0.14% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 970 | $208.0K | 0.05% | +970 | New |
| Roman Butler Fullerton & Co | 976 | $209.0K | 0.10% | −4,201−81.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 975 | $209.0K | 0.03% | −25−2.5% | Reduced |
| HCR Wealth Advisors | 974 | $209.0K | 0.03% | −20−2.0% | Reduced |
| Resource Planning Group | 973 | $209.0K | 0.15% | +2+0.2% | Added |
| Wealth Architects, LLC | 977 | $210.0K | 0.04% | −213−17.9% | Reduced |
| Parisi Gray Wealth Management | 979 | $210.0K | 0.09% | 00.0% | Unchanged |
| Private Ocean, LLC | 977 | $210.0K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 981 | $210.0K | 0.01% | +981 | New |
| PRW Wealth Management LLC | 983 | $211.0K | 0.09% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 994 | $213.0K | 0.03% | +994 | New |
| New Jersey Better Educational Savings Trust | 1,000 | $214.0K | 0.52% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,000 | $214.0K | 0.22% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,000 | $214.0K | 0.17% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 999 | $214.0K | 0.24% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 996 | $214.0K | 0.05% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 1,002 | $215.0K | 0.02% | +14+1.4% | Added |
| HHM Wealth Advisors, LLC | 1,006 | $216.0K | 0.05% | −315−23.8% | Reduced |
| Philadelphia Trust Co | 1,009 | $216.0K | 0.02% | +1,009 | New |
| Krilogy Financial LLC | 1,010 | $217.0K | 0.02% | 00.0% | Unchanged |
| Camden National Bank | 1,010 | $217.0K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,020 | $219.0K | 0.06% | −253−19.9% | Reduced |
| Providence Wealth Advisors, LLC | 1,059 | $219.0K | 0.14% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,020 | $219.0K | 0.05% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,028 | $220.0K | 0.18% | +24+2.4% | Added |
| RBF Capital, LLC | 1,000 | $220.0K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,032 | $221.0K | 0.07% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 1,034 | $221.8K | 0.08% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,036 | $222.0K | 0.16% | 00.0% | Unchanged |
| Karn, Couzens & Associates, Inc. | 1,036 | $222.0K | 0.14% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,040 | $223.0K | 0.21% | +50+5.1% | Added |
| Summit Financial Strategies, Inc. | 1,043 | $224.0K | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,043 | $224.0K | 0.03% | +100+10.6% | Added |
| Peachtree Investment Partners, LLC | 1,047 | $225.0K | 0.10% | −277−20.9% | Reduced |
| Legacy Capital Partners, Inc. | 1,050 | $225.0K | 0.07% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,049 | $225.0K | 0.02% | +10+1.0% | Added |
| Integral Investment Advisors, Inc. | 1,055 | $226.0K | 0.14% | +1,055 | New |
| Cable Hill Partners, LLC | 1,057 | $227.0K | 0.15% | −250−19.1% | Reduced |
| Ami Investment Management Inc | 1,057 | $227.0K | 0.10% | −100−8.6% | Reduced |
| Gradient Capital Advisors, LLC | 1,059 | $227.0K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,058 | $227.0K | 0.08% | +14+1.3% | Added |
| Crumly & Associates Inc. | 1,057 | $227.0K | 0.09% | +1,057 | New |
| Ipswich Investment Management Co., Inc. | 1,065 | $228.0K | 0.06% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,258 | $229.0K | 0.18% | +111+9.7% | Added |
| Asset Dedication, LLC | 1,069 | $229.0K | 0.03% | +54+5.3% | Added |
| Geller Advisors LLC | 1,069 | $229.0K | 0.04% | +1,069 | New |
| New England Asset Management Inc | 1,074 | $230.0K | 0.00% | −840−43.9% | Reduced |
| Ifrah Financial Services, Inc. | 1,073 | $230.0K | 0.06% | +10+0.9% | Added |
| Ballast Advisors LLC | 1,073 | $230.0K | 0.09% | +11+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,080 | $231.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,079 | $231.0K | 0.05% | +8+0.7% | Added |
| Wealth Advisors, Inc. | 1,080 | $232.0K | 0.08% | −20−1.8% | Reduced |
| 1776 Wealth LLC | 1,080 | $232.0K | 0.13% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,087 | $233.0K | 0.01% | −87−7.4% | Reduced |
| Unionview, LLC | 1,087 | $233.0K | 0.22% | −2−0.2% | Reduced |
| Fermata Advisors, LLC | 1,081 | $233.0K | 0.09% | +35+3.3% | Added |
| Salomon & Ludwin, LLC | 1,085 | $233.0K | 0.03% | +105+10.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,088 | $233.0K | 0.06% | +134+14.0% | Added |
| IPG Investment Advisors LLC | 1,088 | $233.0K | 0.04% | +1,088 | New |
| Point72 Hong Kong Ltd | 1,097 | $235.0K | 0.02% | +1,097 | New |
| Essex Investment Management Co LLC | 1,101 | $236.0K | 0.03% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,100 | $236.0K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 1,100 | $236.0K | 0.11% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 1,100 | $236.0K | 0.13% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,100 | $236.0K | 0.21% | +70+6.8% | Added |
| Resurgent Financial Advisors LLC | 1,101 | $236.0K | 0.15% | +1,101 | New |
| Keel Point, LLC | 1,105 | $237.0K | 0.04% | −91−7.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,106 | $237.0K | 0.05% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,110 | $238.0K | 0.07% | +103+10.2% | Added |
| Tranquility Partners, LLC | 1,113 | $239.0K | 0.11% | +147+15.2% | Added |
| Veracity Capital LLC | 1,115 | $239.0K | 0.10% | +1,115 | New |
| WMG Financial Advisors, LLC | 1,118 | $240.0K | 0.18% | −287−20.4% | Reduced |
| Bedel Financial Consulting, Inc. | 1,121 | $240.0K | 0.08% | −60−5.1% | Reduced |
| JB Capital LLC | 1,117 | $240.0K | 0.02% | +4+0.4% | Added |
| Gsa Capital Partners LLP | 1,119 | $240.0K | 0.03% | +1,119 | New |
| Saxon Interests, Inc. | 1,124 | $241.0K | 0.13% | +1,124 | New |
| Gillespie Robinson & Grimm Inc | 1,131 | $243.0K | 0.02% | −49−4.2% | Reduced |