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 |
|---|---|---|---|---|---|
| Gray Wealth Management Inc. | 2,849 | $611.0K | 0.31% | −21−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,852 | $612.0K | 0.11% | −100−3.4% | Reduced |
| Davidson Trust Co | 2,854 | $612.0K | 0.46% | +18+0.6% | Added |
| King Wealth | 2,858 | $613.0K | 0.12% | −323−10.2% | Reduced |
| RDA Financial Network | 2,857 | $613.0K | 0.26% | +68+2.4% | Added |
| Roberts Glore & Co Inc | 2,865 | $614.0K | 0.18% | −233−7.5% | Reduced |
| First International Bank & Trust | 2,863 | $614.0K | 0.21% | +5+0.2% | Added |
| Eudaimonia Advisors LLC | 2,873 | $616.0K | 0.35% | −32−1.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,876 | $617.0K | 0.51% | +90+3.2% | Added |
| Weaver Consulting Group | 2,882 | $618.0K | 0.30% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2,891 | $620.0K | 0.34% | +82+2.9% | Added |
| ASB Consultores, LLC | 2,891 | $620.0K | 0.26% | +264+10.0% | Added |
| M Holdings Securities, Inc. | 2,889 | $620.0K | 0.05% | +2,889 | New |
| Westhampton Capital, LLC | 2,900 | $622.0K | 0.40% | +55+1.9% | Added |
| WealthShield Partners, LLC | 2,902 | $622.0K | 0.10% | +356+14.0% | Added |
| Knights of Columbus Asset Advisors LLC | 2,911 | $624.0K | 0.05% | +89+3.2% | Added |
| Aptus Capital Advisors, LLC | 2,916 | $625.0K | 0.02% | +1,414+94.1% | Added |
| Corrigan Financial, Inc. | 2,917 | $625.6K | 0.20% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,917 | $626.0K | 0.84% | +2,917 | New |
| Indiana Trust & Investment Management CO | 2,929 | $628.0K | 0.30% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,933 | $629.0K | 0.62% | +37+1.3% | Added |
| San Luis Wealth Advisors LLC | 2,962 | $635.0K | 0.31% | +2,962 | New |
| Landmark Financial Advisors, LLC | 3,367 | $639.0K | 0.31% | +25+0.7% | Added |
| Highland Private Wealth Management | 2,981 | $640.0K | 0.09% | +217+7.9% | Added |
| River & Mercantile Investments Ltd | 2,980 | $640.0K | 0.14% | +2,980 | New |
| Jeppson Wealth Management, LLC | 2,996 | $642.0K | 0.30% | −91−2.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,000 | $643.0K | 0.05% | −10.0% | Reduced |
| Lumina Fund Management LLC | 3,000 | $643.0K | 0.26% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $643.0K | 0.53% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 3,009 | $645.0K | 0.18% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,016 | $647.0K | 0.10% | +649+27.4% | Added |
| Advisors Capital Management, LLC | 3,027 | $649.0K | 0.02% | +138+4.8% | Added |
| McGuire Investment Group, LLC | 3,030 | $650.0K | 0.12% | +4+0.1% | Added |
| Lake Street Financial LLC | 3,029 | $650.0K | 0.12% | +345+12.9% | Added |
| Premier Asset Management LLC | 3,048 | $654.0K | 0.20% | −6,839−69.2% | Reduced |
| Archer Investment Corp | 3,050 | $654.1K | 0.23% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,054 | $655.0K | 0.29% | +3,054 | New |
| Blueprint Investment Partners LLC | 3,060 | $656.0K | 0.17% | +424+16.1% | Added |
| Hudson Capital Management LLC | 3,064 | $657.0K | 0.26% | −1,012−24.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,062 | $657.0K | 0.18% | −70−2.2% | Reduced |
| Beaumont Financial Partners, LLC | 3,065 | $657.0K | 0.05% | +924+43.2% | Added |
| Newman Dignan & Sheerar, Inc. | 3,072 | $659.0K | 0.21% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,078 | $660.0K | 0.09% | +32+1.1% | Added |
| Formidable Asset Management, LLC | 3,088 | $662.0K | 0.13% | +98+3.3% | Added |
| Octavia Wealth Advisors, LLC | 3,091 | $663.0K | 0.15% | +119+4.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,097 | $665.0K | 0.17% | −283−8.4% | Reduced |
| Vigilant Capital Management, LLC | 3,107 | $666.0K | 0.05% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,113 | $668.0K | 0.56% | +2+0.1% | Added |
| Sargent Investment Group, LLC | 3,130 | $671.0K | 0.17% | +92+3.0% | Added |
| Cornerstone Advisory, LLC | 3,133 | $672.0K | 0.10% | +32+1.0% | Added |
| First Nebraska Trust Co | 3,141 | $673.6K | 0.08% | −250−7.4% | Reduced |
| Selective Wealth Management, Inc. | 3,142 | $674.0K | 0.24% | +112+3.7% | Added |
| Capital Analysts, LLC | 3,159 | $677.0K | 0.04% | −225−6.6% | Reduced |
| Center for Financial Planning, Inc. | 3,163 | $678.0K | 0.14% | −141−4.3% | Reduced |
| E&G Advisors, LP | 3,162 | $678.0K | 0.19% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,839 | $681.0K | 0.09% | +144+3.9% | Added |
| Minot Wealth Management LLC | 3,176 | $681.0K | 0.15% | +88+2.8% | Added |
| Paloma Partners Management Co | 3,179 | $682.0K | 0.05% | −1,634−33.9% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 3,190 | $684.0K | 0.08% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,197 | $686.0K | 0.25% | −964−23.2% | Reduced |
| AlphaMark Advisors, LLC | 3,210 | $688.0K | 0.25% | +3,060+2,040.0% | Added |
| Tocqueville Asset Management L.P. | 3,215 | $689.0K | 0.01% | −580−15.3% | Reduced |
| Credit Agricole S A | 3,213 | $689.0K | 0.02% | +2,227+225.9% | Added |
| MA Private Wealth | 3,227 | $692.0K | 0.13% | +12+0.4% | Added |
| Kore Private Wealth LLC | 3,226 | $692.0K | 0.09% | +130+4.2% | Added |
| Sun Life Financial INC | 3,245 | $694.0K | 0.03% | −353−9.8% | Reduced |
| Red Wave Investments LLC | 3,245 | $696.0K | 0.25% | +950+41.4% | Added |
| Steel Peak Wealth Management LLC | 3,251 | $697.0K | 0.04% | +2,274+232.8% | Added |
| Richwood Investment Advisors, LLC | 3,258 | $699.0K | 0.62% | +490+17.7% | Added |
| Powers Advisory Group, LLC | 3,262 | $700.0K | 0.49% | +18+0.6% | Added |
| Parkside Financial Bank & Trust | 3,265 | $700.0K | 0.19% | +100+3.2% | Added |
| Stevens Capital Management LP | 3,267 | $701.0K | 0.15% | +3,267 | New |
| Sterling Financial Planning, Inc. | 3,277 | $703.0K | 0.44% | −420−11.4% | Reduced |
| Burney Co | 3,284 | $704.0K | 0.03% | −214−6.1% | Reduced |
| Evoke Wealth, LLC | 3,291 | $706.0K | 0.02% | −207−5.9% | Reduced |
| Principal Street Partners, LLC | 3,302 | $708.0K | 0.16% | +476+16.8% | Added |
| Mascoma Wealth Management LLC | 3,300 | $708.0K | 0.23% | +2,770+522.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,940 | $709.0K | 0.49% | −76−1.9% | Reduced |
| Wealthsource Partners, LLC | 3,322 | $713.0K | 0.05% | −560−14.4% | Reduced |
| SFMG, LLC | 3,331 | $714.0K | 0.07% | −59−1.7% | Reduced |
| Mirova | 3,330 | $714.0K | 0.10% | −3−0.1% | Reduced |
| Successful Portfolios LLC | 3,336 | $715.0K | 0.41% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,344 | $717.0K | 0.21% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,353 | $719.0K | 0.16% | +3,353 | New |
| AMJ Financial Wealth Management | 3,357 | $720.0K | 0.29% | +28+0.8% | Added |
| Erste Asset Management GmbH | 3,273 | $720.7K | 0.01% | +908+38.4% | Added |
| Montis Financial, LLC | 3,371 | $723.0K | 0.56% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 3,374 | $723.0K | 0.15% | +266+8.6% | Added |
| Absher Wealth Management, LLC | 3,373 | $723.0K | 0.12% | +343+11.3% | Added |
| Royal Capital Wealth Management, LLC | 3,381 | $725.0K | 0.71% | −10.0% | Reduced |
| Summit X, LLC | 3,390 | $726.0K | 0.18% | +73+2.2% | Added |
| DeDora Capital, Inc. | 3,391 | $727.0K | 0.29% | +3,391 | New |
| Wealth Management Solutions, LLC | 3,396 | $728.0K | 0.38% | −388−10.3% | Reduced |
| Souders Financial Advisors | 3,422 | $734.0K | 0.21% | +3,422 | New |
| ERTS Wealth Advisors, LLC | 3,426 | $735.0K | 0.21% | −126−3.5% | Reduced |
| Bellecapital International Ltd. | 3,443 | $738.0K | 0.23% | +3,443 | New |
| Roble, Belko & Company, Inc | 3,444 | $739.0K | 0.14% | +13+0.4% | Added |
| Baker Ellis Asset Management LLC | 3,460 | $742.0K | 0.13% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,473 | $745.0K | 0.57% | −174−4.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,480 | $746.0K | 0.06% | 00.0% | Unchanged |