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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 1,871 | $401.0K | 0.09% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,869 | $401.0K | 0.05% | +11+0.6% | Added |
| Dana Investment Advisors, Inc. | 1,870 | $401.0K | 0.02% | +86+4.8% | Added |
| Retirement Guys Formula LLC | 1,872 | $402.0K | 0.27% | −674−26.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,882 | $403.0K | 0.14% | −10−0.5% | Reduced |
| Staley Capital Advisers Inc | 1,880 | $403.0K | 0.02% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,880 | $403.0K | 0.05% | +500+36.2% | Added |
| Crestwood Advisors Group LLC | 1,882 | $404.0K | 0.01% | −126−6.3% | Reduced |
| West Coast Financial LLC | 1,888 | $405.0K | 0.06% | −124−6.2% | Reduced |
| Smithfield Trust Co | 1,918 | $405.0K | 0.03% | +26+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,887 | $405.0K | 0.04% | +37+2.0% | Added |
| Perfromance Wealth Partners, LLC | 1,891 | $406.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,895 | $406.0K | 0.10% | +13+0.7% | Added |
| CoreCap Advisors, LLC | 1,896 | $407.0K | 0.03% | +363+23.7% | Added |
| TCWP LLC | 1,905 | $408.0K | 0.07% | +90+5.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,908 | $409.0K | 0.10% | +3+0.2% | Added |
| National Wealth Management Group, LLC | 1,916 | $410.9K | 0.40% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,922 | $412.0K | 0.20% | −274−12.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,923 | $412.0K | 0.45% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,927 | $413.0K | 0.10% | +7+0.4% | Added |
| Stony Point Wealth Management Inc. | 1,923 | $413.0K | 0.22% | +75+4.1% | Added |
| Perennial Investment Advisors, LLC | 1,932 | $414.0K | 0.13% | −737−27.6% | Reduced |
| Investment Partners, Ltd. | 1,928 | $414.0K | 0.18% | +7+0.4% | Added |
| Bray Capital Advisors | 1,940 | $416.0K | 0.11% | +6+0.3% | Added |
| Accuvest Global Advisors | 1,950 | $418.0K | 0.21% | +1,950 | New |
| Benedict Financial Advisors Inc | 1,958 | $420.0K | 0.11% | +11+0.6% | Added |
| Investment Advisory Services Inc | 1,958 | $420.0K | 0.23% | +11+0.6% | Added |
| PFS Partners, LLC | 1,963 | $421.0K | 0.36% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,971 | $422.0K | 0.26% | −329,827−99.4% | Reduced |
| DF Dent & Co Inc | 1,967 | $422.0K | 0.00% | −250−11.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 1,966 | $422.0K | 0.04% | +305+18.4% | Added |
| Leavell Investment Management, Inc. | 1,972 | $423.0K | 0.03% | +104+5.6% | Added |
| Sather Financial Group Inc | 1,979 | $424.0K | 0.04% | +360+22.2% | Added |
| Verus Capital Partners, LLC | 2,329 | $425.0K | 0.07% | +2,329 | New |
| Vista Capital Partners, Inc. | 1,985 | $426.0K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,999 | $429.0K | 0.03% | −140−6.5% | Reduced |
| Rice Partnership, LLC | 2,000 | $429.0K | 0.12% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,000 | $429.0K | 0.25% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 2,000 | $429.0K | 0.57% | +2,000 | New |
| Stokes Family Office, LLC | 2,003 | $430.0K | 0.06% | +172+9.4% | Added |
| Braun-Bostich & Associates Inc. | 2,012 | $431.0K | 0.93% | −3,490−63.4% | Reduced |
| St. Johns Investment Management Company, LLC | 2,016 | $432.0K | 0.23% | +1,782+761.5% | Added |
| N.E.W. Advisory Services LLC | 2,546 | $433.0K | 0.08% | −90−3.4% | Reduced |
| Laird Norton Trust Company, LLC | 2,026 | $434.0K | 0.04% | −5−0.2% | Reduced |
| TRUE Private Wealth Advisors | 2,368 | $435.0K | 0.06% | −13−0.5% | Reduced |
| Gryphon Financial Partners LLC | 2,031 | $435.0K | 0.09% | −11−0.5% | Reduced |
| LVM Capital Management Ltd | 2,028 | $435.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,029 | $435.0K | 0.21% | +105+5.5% | Added |
| FinTrust Capital Advisors, LLC | 2,035 | $436.0K | 0.10% | +171+9.2% | Added |
| McIlrath & Eck, LLC | 2,040 | $437.0K | 0.13% | −9−0.4% | Reduced |
| Enterprise Financial Services Corp | 2,043 | $438.0K | 0.07% | −133−6.1% | Reduced |
| Beaton Management Co. Inc. | 2,043 | $438.0K | 0.27% | −35−1.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,043 | $438.0K | 0.31% | +21+1.0% | Added |
| Aua Capital Management, LLC | 2,041 | $438.0K | 0.24% | +210+11.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 2,051 | $440.0K | 0.17% | +4+0.2% | Added |
| HFR Wealth Management, LLC | 2,056 | $441.0K | 0.12% | −96−4.5% | Reduced |
| Wellington Shields & Co., LLC | 2,055 | $441.0K | 0.15% | +150+7.9% | Added |
| Univest Financial Corp | 2,063 | $442.0K | 0.12% | −35−1.7% | Reduced |
| West Family Investments, Inc. | 2,060 | $442.0K | 0.13% | +99+5.0% | Added |
| West Bancorporation Inc | 2,065 | $443.0K | 0.27% | +1,876+992.6% | Added |
| Crescent Grove Advisors, LLC | 2,080 | $446.0K | 0.04% | +173+9.1% | Added |
| Vista Investment Management | 2,085 | $447.0K | 0.24% | +83+4.1% | Added |
| Gouws Capital LLC | 2,090 | $448.0K | 0.36% | +105+5.3% | Added |
| Round Table Services, LLC | 2,098 | $450.0K | 0.08% | +100+5.0% | Added |
| Atlas Brown,Inc. | 2,101 | $451.0K | 0.18% | +2+0.1% | Added |
| Sofos Investments, Inc. | 1,749 | $453.0K | 0.04% | +679+63.5% | Added |
| Jones Financial Companies LLLP | 2,116 | $454.0K | 0.00% | +88+4.3% | Added |
| Cobblestone Capital Advisors LLC | 2,125 | $456.0K | 0.03% | −300−12.4% | Reduced |
| Allen Capital Group, LLC | 2,128 | $456.0K | 0.09% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,123 | $456.0K | 0.09% | +2,123 | New |
| Baystate Wealth Management LLC | 2,133 | $457.0K | 0.04% | +2+0.1% | Added |
| Van Hulzen Asset Management, LLC | 2,133 | $457.0K | 0.05% | +41+2.0% | Added |
| Neo Ivy Capital Management | 2,138 | $458.0K | 0.41% | +615+40.4% | Added |
| TNF LLC | 2,452 | $459.0K | 0.21% | −18−0.7% | Reduced |
| Davis R M Inc | 2,147 | $460.0K | 0.01% | +695+47.9% | Added |
| Measured Wealth Private Client Group, LLC | 2,150 | $461.0K | 0.17% | +183+9.3% | Added |
| Quad-Cities Investment Group, LLC | 2,155 | $462.0K | 0.30% | +3+0.1% | Added |
| Navellier & Associates Inc | 2,157 | $463.0K | 0.08% | +96+4.7% | Added |
| QVR LLC | 2,164 | $464.0K | 1.85% | +2,164 | New |
| Choice Wealth Advisors, LLC | 2,391 | $465.0K | 0.37% | −492−17.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,167 | $465.0K | 0.20% | −109−4.8% | Reduced |
| Advisors Management Group Inc | 2,167 | $465.0K | 0.16% | +2+0.1% | Added |
| Somerset Trust Co | 2,168 | $465.0K | 0.18% | +108+5.2% | Added |
| Aire Advisors, LLC | 2,177 | $467.0K | 0.17% | +147+7.2% | Added |
| Summit Trail Advisors, LLC | 2,180 | $468.0K | 0.04% | +746+52.0% | Added |
| Skba Capital Management LLC | 2,200 | $472.0K | 0.09% | +50+2.3% | Added |
| Machina Capital S.A.S. | 2,200 | $472.0K | 1.04% | +2,200 | New |
| Ti-Trust, Inc | 2,201 | $472.0K | 0.43% | +2,201 | New |
| Great Diamond Partners, LLC | 2,211 | $474.0K | 0.13% | +70+3.3% | Added |
| Cozad Asset Management Inc | 2,217 | $475.0K | 0.07% | +1,100+98.5% | Added |
| 180 Wealth Advisors, LLC | 2,509 | $478.0K | 0.10% | −14−0.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,232 | $479.0K | 0.38% | +2,232 | New |
| Etfidea, LLC | 2,234 | $479.1K | 0.21% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,240 | $480.0K | 0.20% | −1,100−32.9% | Reduced |
| Leisure Capital Management | 2,238 | $480.0K | 0.24% | +33+1.5% | Added |
| Thrive Wealth Management, LLC | 2,241 | $481.0K | 0.14% | +5+0.2% | Added |
| Cutler Investment Counsel LLC | 2,244 | $481.0K | 0.07% | +2,244 | New |
| McRae Capital Management Inc | 2,247 | $482.0K | 0.11% | +100+4.7% | Added |
| Mystic Asset Management, Inc. | 2,253 | $483.0K | 0.26% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,250 | $483.0K | 0.09% | +200+9.8% | Added |