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 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 2,358 | $484.0K | 0.23% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,538 | $485.0K | 0.10% | +2,538 | New |
| US Asset Management LLC | 2,268 | $486.0K | 0.45% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 2,273 | $487.0K | 0.35% | +6+0.3% | Added |
| Old Mission Investment Co LLC | 2,280 | $489.0K | 0.18% | −15−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,290 | $491.0K | 0.07% | −1,280−35.9% | Reduced |
| Bluesphere Advisors, LLC | 2,289 | $491.0K | 0.42% | −210−8.4% | Reduced |
| Aaron Wealth Advisors | 105,299 | $491.0K | 0.01% | +105,299 | New |
| Sutton Wealth Advisors Inc. | 2,290 | $491.1K | 0.17% | +16+0.7% | Added |
| Cambridge Trust Co | 2,302 | $493.0K | 0.02% | −43−1.8% | Reduced |
| Silverlake Wealth Management LLC | 2,303 | $493.9K | 0.28% | −228−9.0% | Reduced |
| Cabot Wealth Management Inc | 2,305 | $494.0K | 0.07% | −222−8.8% | Reduced |
| Adirondack Trust Co | 2,311 | $496.0K | 0.23% | +261+12.7% | Added |
| NCM Capital Management, LLC | 2,317 | $497.0K | 0.31% | +25+1.1% | Added |
| Accurate Wealth Management, LLC | 2,321 | $498.0K | 0.22% | +122+5.5% | Added |
| Trustmark National Bank Trust Department | 2,324 | $499.0K | 0.04% | +2,324 | New |
| SignalPoint Asset Management, LLC | 2,337 | $501.0K | 0.16% | −115−4.7% | Reduced |
| Renasant Bank | 2,337 | $501.0K | 0.34% | +303+14.9% | Added |
| Strategy Asset Managers LLC | 2,338 | $501.0K | 0.11% | +2,338 | New |
| Tower Wealth Partners, Inc. | 2,344 | $503.0K | 0.55% | +714+43.8% | Added |
| GW Henssler & Associates Ltd | 2,348 | $504.0K | 0.03% | −650−21.7% | Reduced |
| Windsor Group LTD | 2,639 | $504.0K | 0.09% | +12+0.5% | Added |
| Crossvault Capital Management LLC | 2,373 | $509.0K | 0.16% | −100−4.0% | Reduced |
| Baker Boyer National Bank | 2,386 | $512.0K | 0.25% | −25−1.0% | Reduced |
| Graypoint LLC | 2,399 | $514.0K | 0.05% | +920+62.2% | Added |
| Fort Sheridan Advisors LLC | 2,400 | $515.0K | 0.15% | −60−2.4% | Reduced |
| Garrison Bradford & Associates Inc | 2,400 | $515.0K | 0.50% | 00.0% | Unchanged |
| Marks Wealth, LLC | 2,400 | $515.0K | 0.16% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,402 | $515.0K | 0.07% | +138+6.1% | Added |
| First Western Trust Bank | 2,340 | $515.0K | 0.03% | +2,340 | New |
| David Loasby | 2,706 | $517.0K | 0.07% | +1,300+92.5% | Added |
| Virtu Financial LLC | 2,420 | $519.0K | 0.04% | +2,420 | New |
| Bank Ozk | 2,424 | $520.0K | 0.22% | +67+2.8% | Added |
| Red Cedar Investment Management, LLC | 2,427 | $520.0K | 0.07% | +2,427 | New |
| Buckingham Strategic Partners | 2,418 | $520.0K | 0.05% | +2,418 | New |
| Wealthspire Advisors, LLC | 2,438 | $523.0K | 0.01% | −4,138−62.9% | Reduced |
| NTV Asset Management LLC | 2,473 | $530.0K | 0.09% | +16+0.7% | Added |
| Founders Capital Management, LLC | 2,475 | $531.0K | 0.11% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 2,485 | $533.0K | 0.25% | −2,265−47.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,487 | $533.0K | 0.25% | −47−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,496 | $536.0K | 0.01% | +120+5.1% | Added |
| Caisse de Depot Et Placement du Quebec | 2,500 | $536.0K | 0.00% | +2,500 | New |
| Roosevelt Investment Group LLC | 2,503 | $537.0K | 0.03% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,503 | $537.0K | 0.37% | +632+33.8% | Added |
| Personal Cfo Solutions, LLC | 2,508 | $538.0K | 0.11% | +117+4.9% | Added |
| First City Capital Management, Inc. | 2,515 | $539.0K | 0.30% | +155+6.6% | Added |
| CoreFirst Bank & Trust | 2,522 | $541.0K | 0.37% | −100−3.8% | Reduced |
| Pacitti Group Inc. | 2,528 | $542.0K | 0.36% | +2+0.1% | Added |
| SRS Capital Advisors, Inc. | 2,527 | $542.0K | 0.07% | +104+4.3% | Added |
| Cahaba Wealth Management, Inc. | 3,022 | $543.0K | 0.07% | +421+16.2% | Added |
| blooom, inc. | 2,448 | $543.0K | 0.44% | +42+1.7% | Added |
| IMS Capital Management | 2,535 | $544.0K | 0.29% | −98−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,536 | $544.0K | 0.05% | −92−3.5% | Reduced |
| BCJ Capital Management, LLC | 2,535 | $544.0K | 0.05% | +34+1.4% | Added |
| Andesa Financial Management Inc. | 2,536 | $545.0K | 0.29% | +50+2.0% | Added |
| Cohen & Steers, Inc. | 2,547 | $546.0K | 0.00% | −31−1.2% | Reduced |
| Cadence Bank NA | 2,552 | $547.0K | 0.15% | +42+1.7% | Added |
| Boothbay Fund Management, LLC | 2,550 | $547.0K | 0.02% | +2,550 | New |
| Cannon Financial Strategists, Inc. | 2,561 | $549.2K | 0.20% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,566 | $550.0K | 0.02% | −46,484−94.8% | Reduced |
| Delta Financial Advisors LLC | 2,565 | $550.0K | 0.23% | +5+0.2% | Added |
| KRS Capital Management, LLC | 2,568 | $550.0K | 0.60% | +373+17.0% | Added |
| Bank of Nova Scotia Trust Co | 2,592 | $556.0K | 0.05% | −58−2.2% | Reduced |
| Ledyard National Bank | 2,593 | $556.0K | 0.06% | +275+11.9% | Added |
| Peavine Capital, LLC | 2,600 | $558.0K | 0.11% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,602 | $558.0K | 0.04% | +52+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,604 | $558.0K | 0.13% | +386+17.4% | Added |
| Winthrop Advisory Group LLC | 2,604 | $559.0K | 0.12% | +328+14.4% | Added |
| Thoroughbred Financial Services, LLC | 2,612 | $560.0K | 0.09% | +590+29.2% | Added |
| Austin Asset Management Co Inc | 2,616 | $561.0K | 0.18% | −28−1.1% | Reduced |
| Titus Wealth Management | 2,629 | $564.0K | 0.25% | −142−5.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,633 | $565.0K | 0.15% | −94−3.4% | Reduced |
| Secure Asset Management, LLC | 2,645 | $567.0K | 0.26% | −898−25.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,654 | $569.0K | 0.17% | +10.0% | Added |
| Arete Wealth Advisors, LLC | 2,677 | $574.0K | 0.05% | −97−3.5% | Reduced |
| Mechanics Financial Corp | 2,675 | $574.0K | 0.29% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,675 | $574.0K | 0.13% | +35+1.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,229 | $575.0K | 0.02% | +7+0.2% | Added |
| First Citizens Bank & Trust Co | 2,683 | $575.0K | 0.02% | +102+4.0% | Added |
| RB Capital Management, LLC | 2,689 | $577.0K | 0.19% | +81+3.1% | Added |
| Barings LLC | 2,694 | $578.0K | 0.02% | −1,983−42.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,697 | $579.0K | 0.31% | −50−1.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,698 | $579.0K | 0.11% | −35−1.3% | Reduced |
| Meristem Family Wealth, LLC | 2,733 | $586.0K | 0.06% | −292−9.7% | Reduced |
| MidWestOne Financial Group, Inc. | 2,733 | $586.0K | 0.13% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,735 | $586.0K | 0.34% | +256+10.3% | Added |
| Wedmont Private Capital | 2,858 | $586.0K | 0.13% | +889+45.1% | Added |
| Exane Derivatives | 2,739 | $587.4K | 0.17% | +2,739 | New |
| Eidelman Virant Capital | 2,750 | $589.0K | 0.32% | −1,375−33.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,747 | $589.0K | 0.11% | +4+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 2,752 | $590.0K | 0.17% | +221+8.7% | Added |
| Detalus Advisors, LLC | 2,761 | $592.0K | 0.31% | −100−3.5% | Reduced |
| Opus Capital Group, LLC | 2,762 | $592.0K | 0.12% | +625+29.2% | Added |
| Weatherly Asset Management L. P. | 2,774 | $595.0K | 0.07% | −25−0.9% | Reduced |
| Vance Wealth, Inc. | 2,780 | $596.0K | 0.75% | −95−3.3% | Reduced |
| Next Level Private LLC | 2,779 | $596.0K | 0.48% | 00.0% | Unchanged |
| Accel Wealth Management | 2,892 | $598.0K | 0.31% | +21+0.7% | Added |
| SC&H Financial Advisors, Inc. | 2,800 | $600.0K | 0.29% | +100+3.7% | Added |
| Chicago Partners Investment Group LLC | 3,502 | $603.0K | 0.05% | +529+17.8% | Added |
| Nicolet Bankshares Inc | 2,844 | $610.0K | 0.13% | +377+15.3% | Added |