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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 1,140 | $244.0K | 0.17% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 1,146 | $245.0K | 0.14% | −300−20.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,142 | $245.0K | 0.04% | −7−0.6% | Reduced |
| West Branch Capital LLC | 1,145 | $245.0K | 0.12% | +6+0.5% | Added |
| Sittner & Nelson, LLC | 1,143 | $245.0K | 0.14% | +120+11.7% | Added |
| Hudock, Inc. | 1,149 | $246.0K | 0.07% | −18−1.5% | Reduced |
| Gould Asset Management LLC | 1,145 | $246.0K | 0.07% | +1,145 | New |
| Independent Wealth Network Inc. | 1,146 | $246.0K | 0.16% | +1,146 | New |
| Modera Wealth Management, LLC | 1,150 | $247.0K | 0.01% | −5,746−83.3% | Reduced |
| Appleton Partners Inc | 1,150 | $247.0K | 0.02% | −16−1.4% | Reduced |
| CFM Wealth Partners LLC | 1,152 | $247.0K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,154 | $247.0K | 0.01% | +11+1.0% | Added |
| Knightsbridge Asset Management, LLC | 1,158 | $248.0K | 0.08% | +1,158 | New |
| CVA Family Office, LLC | 1,160 | $249.0K | 0.06% | +270+30.3% | Added |
| Mezzasalma Advisors, LLC | 1,165 | $250.0K | 0.16% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,170 | $251.0K | 0.06% | +7+0.6% | Added |
| Fieldpoint Private Securities, LLC | 1,172 | $251.0K | 0.05% | +90+8.3% | Added |
| Act Wealth Management, LLC | 1,179 | $253.0K | 0.14% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,180 | $253.0K | 0.09% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,200 | $258.0K | 0.07% | −400−25.0% | Reduced |
| Bickling Financial Services, Inc. | 1,205 | $258.0K | 0.13% | +7+0.6% | Added |
| Holderness Investments Co | 1,205 | $258.0K | 0.09% | +185+18.1% | Added |
| Covestor Ltd | 1,202 | $258.0K | 0.18% | +676+128.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,209 | $259.0K | 0.31% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,209 | $259.0K | 0.15% | +1,209 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,212 | $260.0K | 0.00% | +590+94.9% | Added |
| Alera Investment Advisors, LLC | 1,209 | $260.0K | 0.06% | +1,209 | New |
| Walker Financial Services, Inc. | 1,217 | $261.0K | 0.24% | +1,217 | New |
| Southland Equity Partners LLC | 1,220 | $261.6K | 0.11% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,221 | $262.0K | 0.13% | +173+16.5% | Added |
| Redmont Wealth Advisors LLC | 1,227 | $263.0K | 0.28% | 00.0% | Unchanged |
| Old Mission Capital LLC | 1,226 | $263.0K | 0.01% | +1,226 | New |
| Golden State Wealth Management, LLC | 1,233 | $264.0K | 0.05% | −2,033−62.2% | Reduced |
| Madison Wealth Partners, Inc | 1,229 | $264.0K | 0.15% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,233 | $264.0K | 0.02% | +112+10.0% | Added |
| Traphagen Investment Advisors LLC | 1,240 | $265.9K | 0.04% | −85−6.4% | Reduced |
| Trust Co | 1,240 | $266.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 1,242 | $266.0K | 0.13% | +50+4.2% | Added |
| Nadler Financial Group, Inc. | 1,247 | $267.0K | 0.04% | −42−3.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,247 | $267.4K | 0.13% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 1,250 | $268.0K | 0.20% | 00.0% | Unchanged |
| Wealthquest Corp | 1,254 | $268.0K | 0.04% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,250 | $268.1K | 0.09% | +150+13.6% | Added |
| L2 Asset Management, LLC | 1,254 | $269.0K | 0.17% | +202+19.2% | Added |
| Wedge Capital Management L L P | 1,256 | $269.0K | 0.00% | +1,256 | New |
| Demars Financial Group, LLC | 1,260 | $270.0K | 0.14% | −101−7.4% | Reduced |
| Tiedemann Advisors, LLC | 1,264 | $271.0K | 0.01% | +82+6.9% | Added |
| Horizon Family Wealth, Inc. | 1,262 | $271.0K | 0.27% | +1,262 | New |
| Opal Wealth Advisors, LLC | 1,267 | $272.0K | 0.24% | −295−18.9% | Reduced |
| Sanders Morris Harris LLC | 1,270 | $272.0K | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 1,269 | $272.0K | 0.02% | +1,269 | New |
| Vestor Capital, LLC | 1,275 | $273.0K | 0.03% | −50−3.8% | Reduced |
| Keystone Wealth Services, LLC | 1,277 | $274.0K | 0.11% | +5+0.4% | Added |
| Planning Center, Inc. | 1,282 | $275.0K | 0.79% | −35−2.7% | Reduced |
| Aveo Capital Partners, LLC | 1,286 | $276.0K | 0.05% | +72+5.9% | Added |
| Berger Financial Group, Inc | 1,292 | $277.0K | 0.04% | −24,806−95.0% | Reduced |
| Spreng Capital Management, Inc. | 1,291 | $277.0K | 0.17% | −149−10.3% | Reduced |
| BT Wealth Management LLC | 1,294 | $278.0K | 0.07% | −71−5.2% | Reduced |
| KCS Wealth Advisory | 1,295 | $278.0K | 0.13% | +23+1.8% | Added |
| Aurora Private Wealth, Inc. | 1,297 | $278.0K | 0.11% | +78+6.4% | Added |
| Pinnacle Bancorp, Inc. | 1,299 | $279.0K | 0.10% | −30−2.3% | Reduced |
| Dillon & Associates Inc | 1,302 | $279.0K | 0.05% | −6−0.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,303 | $279.0K | 0.06% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,300 | $279.0K | 0.17% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,312 | $281.0K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,317 | $282.0K | 0.12% | −118−8.2% | Reduced |
| Ssi Investment Management LLC | 1,319 | $283.0K | 0.02% | −14−1.1% | Reduced |
| Seelaus Asset Management LLC | 1,321 | $283.0K | 0.17% | +2+0.2% | Added |
| Edge Capital Group, LLC | 1,319 | $283.0K | 0.02% | +5+0.4% | Added |
| Prentice Wealth Management LLC | 1,319 | $284.0K | 0.14% | +28+2.2% | Added |
| Glassman Wealth Services | 1,325 | $284.0K | 0.05% | +213+19.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,327 | $285.0K | 0.18% | −78−5.6% | Reduced |
| Fairhaven Wealth Management, LLC | 1,330 | $285.0K | 0.12% | +1+0.1% | Added |
| German American Bancorp, Inc. | 1,334 | $286.0K | 0.04% | +72+5.7% | Added |
| Cowen and Company, LLC | 1,335 | $286.0K | 0.03% | +1,335 | New |
| Angeles Wealth Management, LLC | 1,332 | $286.0K | 0.05% | +1,332 | New |
| First PREMIER Bank | 1,337 | $287.0K | 0.08% | −200−13.0% | Reduced |
| Warren Averett Asset Management, LLC | 1,345 | $288.0K | 0.02% | −7−0.5% | Reduced |
| Calton & Associates, Inc. | 1,347 | $289.0K | 0.09% | −203−13.1% | Reduced |
| Advus Financial Partners, LLC | 1,350 | $289.6K | 0.15% | +1,350 | New |
| Regents of the University of California | 1,350 | $290.0K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,616 | $290.0K | 0.02% | +263+19.4% | Added |
| Osborne Partners Capital Management, LLC | 1,351 | $290.0K | 0.02% | +103+8.3% | Added |
| WealthPlan Investment Management, LLC | 1,616 | $290.0K | 0.02% | +1,616 | New |
| ELCO Management Co., LLC | 1,355 | $291.0K | 0.20% | +200+17.3% | Added |
| Grant/GrossMendelsohn, LLC | 1,527 | $291.0K | 0.15% | +1,527 | New |
| Derbend Asset Management | 1,362 | $292.0K | 0.29% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,363 | $292.0K | 0.03% | +9+0.7% | Added |
| Clean Yield Group | 1,371 | $294.0K | 0.11% | +18+1.3% | Added |
| Indie Asset Partners, LLC | 1,372 | $294.0K | 0.22% | +56+4.3% | Added |
| Private Capital Group, LLC | 1,371 | $294.0K | 0.07% | +151+12.4% | Added |
| Elgethun Capital Management | 1,382 | $296.0K | 0.10% | −209−13.1% | Reduced |
| WD Rutherford LLC | 1,380 | $296.0K | 0.17% | +75+5.7% | Added |
| Summit Financial Group Inc | 1,402 | $301.0K | 0.10% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,421 | $304.0K | 0.16% | +431+43.5% | Added |
| E Fund Management Co., Ltd. | 1,423 | $305.0K | 0.01% | −184−11.4% | Reduced |
| Affinity Investment Advisors, LLC | 1,424 | $305.0K | 0.12% | +165+13.1% | Added |
| WBH Advisory Inc | 1,607 | $306.0K | 0.04% | +200+14.2% | Added |
| Acorn Financial Advisory Services Inc | 1,428 | $306.0K | 0.06% | +51+3.7% | Added |
| Insight Advisors, LLC | 1,437 | $308.0K | 0.09% | −20−1.4% | Reduced |