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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 1,599 | $308.0K | 0.07% | +438+37.7% | Added |
| Oak Asset Management, LLC | 1,441 | $309.0K | 0.12% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 1,439 | $309.0K | 0.31% | +4+0.3% | Added |
| U S Global Investors Inc | 1,451 | $311.0K | 0.01% | +1,451 | New |
| Icapital Wealth LLC | 1,617 | $311.6K | 0.13% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,458 | $313.0K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,464 | $314.0K | 0.13% | +27+1.9% | Added |
| West Michigan Advisors, LLC | 1,464 | $314.0K | 0.22% | +506+52.8% | Added |
| Compton Capital Management Inc | 1,470 | $315.0K | 0.09% | 00.0% | Unchanged |
| MAS Advisors LLC | 1,429 | $315.0K | 0.24% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,474 | $316.0K | 0.03% | +22+1.5% | Added |
| Retirement Planning Co of New England, Inc. | 1,478 | $317.0K | 0.18% | −10−0.7% | Reduced |
| Ambassador Advisors, LLC | 1,478 | $317.0K | 0.06% | +3+0.2% | Added |
| Journey Advisory Group, LLC | 1,477 | $317.0K | 0.08% | +95+6.9% | Added |
| Compass Financial Advisors LLC | 1,481 | $318.0K | 0.35% | +169+12.9% | Added |
| Chase Investment Counsel Corp | 1,492 | $319.0K | 0.14% | −72−4.6% | Reduced |
| Enhancing Capital LLC | 1,492 | $320.0K | 0.34% | 00.0% | Unchanged |
| Capital One Financial Corp | 1,501 | $322.0K | 0.23% | −1,321−46.8% | Reduced |
| Rbo & Co LLC | 1,500 | $322.0K | 0.05% | 00.0% | Unchanged |
| SBK Financial, Inc. | 1,500 | $322.0K | 0.32% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,518 | $325.0K | 0.17% | −296−16.3% | Reduced |
| Tiemann Investment Advisors, LLC | 1,517 | $325.0K | 0.15% | +50+3.4% | Added |
| Continuum Advisory, LLC | 1,809 | $326.0K | 0.06% | +726+67.0% | Added |
| Holistic Financial Partners | 1,524 | $327.0K | 0.21% | +94+6.6% | Added |
| Quent Capital, LLC | 1,540 | $330.0K | 0.06% | −626−28.9% | Reduced |
| Boltwood Capital Management | 1,545 | $331.0K | 0.13% | −15−1.0% | Reduced |
| Inscription Capital, LLC | 1,544 | $331.0K | 0.09% | +35+2.3% | Added |
| Brandywine Oak Private Wealth LLC | 1,549 | $332.0K | 0.04% | +33+2.2% | Added |
| Prestige Wealth Management Group LLC | 1,544 | $332.0K | 0.08% | +118+8.3% | Added |
| Deuterium Capital Management, LLC | 1,555 | $333.0K | 0.43% | −1,297−45.5% | Reduced |
| Aspiriant, LLC | 1,567 | $335.0K | 0.02% | −44−2.7% | Reduced |
| Journey Strategic Wealth LLC | 1,562 | $335.0K | 0.04% | +279+21.7% | Added |
| Intrua Financial, LLC | 1,567 | $336.0K | 0.06% | +387+32.8% | Added |
| Financial Management Professionals, Inc. | 1,566 | $336.0K | 0.07% | +939+149.8% | Added |
| Hall Laurie J Trustee | 1,570 | $337.0K | 0.13% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,573 | $337.0K | 0.17% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 1,577 | $338.0K | 0.00% | −523−24.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,820 | $339.0K | 0.13% | +214+13.3% | Added |
| Carmichael Hill & Associates, Inc. | 1,582 | $339.0K | 0.17% | +501+46.3% | Added |
| Verity Asset Management, Inc. | 1,582 | $340.0K | 0.22% | −61−3.7% | Reduced |
| Becker Capital Management Inc | 1,585 | $340.0K | 0.01% | +8+0.5% | Added |
| Zhang Financial LLC | 1,583 | $340.0K | 0.06% | +465+41.6% | Added |
| Gladius Capital Management LP | 1,585 | $340.0K | 0.12% | +1,470+1,278.3% | Added |
| LexAurum Advisors, LLC | 1,588 | $341.0K | 0.11% | −49−3.0% | Reduced |
| Sage Rhino Capital LLC | 1,592 | $341.0K | 0.10% | +34+2.2% | Added |
| Kercheville Advisors, LLC | 1,601 | $343.0K | 0.16% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,600 | $343.0K | 0.06% | +3+0.2% | Added |
| TCI Wealth Advisors, Inc. | 1,598 | $343.0K | 0.05% | +194+13.8% | Added |
| Platform Technology Partners | 1,602 | $344.0K | 0.17% | −36−2.2% | Reduced |
| Herold Advisors, Inc. | 1,614 | $346.3K | 0.12% | +1,614 | New |
| Carter Financial Group, INC. | 1,617 | $347.0K | 0.47% | +1,617 | New |
| Wealth Effects LLC | 1,622 | $348.0K | 0.16% | +133+8.9% | Added |
| Abacus Planning Group, Inc. | 1,624 | $348.0K | 0.09% | +145+9.8% | Added |
| MBL Wealth, LLC | 1,628 | $349.0K | 0.09% | +1,628 | New |
| WMS Partners, LLC | 1,632 | $350.0K | 0.05% | +1,632 | New |
| CWA Asset Management Group, LLC | 1,643 | $352.0K | 0.03% | +292+21.6% | Added |
| WC Walker & Associates, Inc. | 1,872 | $353.0K | 0.18% | +1+0.1% | Added |
| CWS Financial Advisors, LLC | 1,648 | $353.0K | 0.13% | +177+12.0% | Added |
| NovaPoint Capital, LLC | 1,650 | $354.0K | 0.13% | −28−1.7% | Reduced |
| Pluribus Labs, LLC | 1,653 | $355.0K | 1.41% | −28−1.7% | Reduced |
| Pearl River Capital, LLC | 1,662 | $356.0K | 0.10% | −521−23.9% | Reduced |
| Avestar Capital, LLC | 1,663 | $357.0K | 0.07% | +59+3.7% | Added |
| WESPAC Advisors, LLC | 1,667 | $358.0K | 0.39% | −347−17.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,734 | $358.0K | 0.05% | +726+72.0% | Added |
| Wealth Management Associates, Inc. | 1,670 | $358.3K | 0.20% | +3+0.2% | Added |
| Essex LLC | 1,675 | $359.0K | 0.10% | −49−2.8% | Reduced |
| M. Kraus & Co | 1,688 | $362.0K | 0.12% | +12+0.7% | Added |
| Vigilare Wealth Management | 1,704 | $365.0K | 0.30% | +2+0.1% | Added |
| Industrial Alliance Investment Management Inc. | 1,701 | $365.0K | 0.01% | +1,701 | New |
| Security National Bank of So Dak | 1,708 | $366.0K | 0.25% | −40−2.3% | Reduced |
| Colonial River Wealth Management, LLC | 1,713 | $367.0K | 0.21% | −518−23.2% | Reduced |
| Kings Point Capital Management | 1,714 | $368.0K | 0.03% | −225−11.6% | Reduced |
| Pinnacle Family Advisors, LLC | 1,714 | $368.0K | 0.20% | +7+0.4% | Added |
| Golden State Equity Partners | 1,729 | $371.0K | 0.19% | +326+23.2% | Added |
| Certified Advisory Corp | 1,739 | $373.0K | 0.08% | +2+0.1% | Added |
| Brewin Dolphin Ltd | 1,746 | $374.0K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,763 | $378.0K | 0.24% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,778 | $381.0K | 0.04% | +1+0.1% | Added |
| Vicus Capital | 1,780 | $382.0K | 0.04% | −183−9.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,783 | $382.0K | 0.14% | −73−3.9% | Reduced |
| Creative Financial Designs Inc | 1,780 | $382.0K | 0.06% | −19−1.1% | Reduced |
| Bill Few Associates, Inc. | 1,795 | $385.0K | 0.21% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,796 | $385.0K | 0.31% | +1,796 | New |
| Cladis Investment Advisory, LLC | 1,797 | $385.5K | 0.31% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,808 | $388.0K | 0.38% | +1,808 | New |
| M&G Investment Management Ltd | 1,818 | $389.0K | 0.00% | −297−14.0% | Reduced |
| Legacy Bridge, LLC | 1,817 | $390.0K | 0.23% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,817 | $390.0K | 0.00% | +1,817 | New |
| Schrum Private Wealth Management LLC | 2,070 | $391.0K | 0.39% | +4+0.2% | Added |
| Trust Co of Kansas | 1,825 | $391.0K | 0.21% | −10−0.5% | Reduced |
| Platte River Wealth Advisors, LLC | 1,835 | $394.0K | 0.14% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,837 | $394.0K | 0.31% | +1,837 | New |
| Aspire Capital Advisors LLC | 1,840 | $395.0K | 0.38% | +1,840 | New |
| Joel Isaacson & Co., LLC | 2,121 | $397.0K | 0.03% | −11−0.5% | Reduced |
| Abacus Wealth Partners, LLC | 1,855 | $397.8K | 0.18% | +4+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 1,862 | $399.0K | 0.11% | −52−2.7% | Reduced |
| Unio Capital LLC | 1,861 | $399.0K | 0.17% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,863 | $400.0K | 0.24% | −861−31.6% | Reduced |
| Caerus Investment Advisors, LLC | 2,206 | $400.0K | 0.48% | +204+10.2% | Added |
| Greenwood Gearhart Inc | 1,864 | $400.0K | 0.05% | −52−2.7% | Reduced |