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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 3,479 | $746.0K | 0.09% | +1,527+78.2% | Added |
| Family Legacy, Inc. | 3,484 | $747.0K | 0.31% | −33−0.9% | Reduced |
| Childress Capital Advisors, LLC | 3,483 | $747.0K | 0.26% | +582+20.1% | Added |
| Acropolis Investment Management, LLC | 3,481 | $747.0K | 0.07% | +926+36.2% | Added |
| Stableford Capital II LLC | 3,889 | $749.0K | 0.32% | −322−7.6% | Reduced |
| NTB Financial Corp | 3,497 | $750.0K | 0.54% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,497 | $750.0K | 0.33% | +9+0.3% | Added |
| Greenwich Wealth Management LLC | 3,498 | $750.0K | 0.08% | +36+1.0% | Added |
| Field & Main Bank | 3,500 | $751.0K | 0.45% | +540+18.2% | Added |
| Hengehold Capital Management LLC | 3,503 | $751.0K | 0.10% | +3,503 | New |
| K.J. Harrison & Partners Inc | 3,525 | $756.0K | 0.12% | +3,525 | New |
| Douglas Lane & Associates, LLC | 3,540 | $759.0K | 0.01% | +32+0.9% | Added |
| FourThought Financial, LLC | 3,561 | $763.0K | 0.10% | −16−0.4% | Reduced |
| Defined Wealth Management, LLC | 3,556 | $763.0K | 0.67% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,560 | $763.0K | 0.24% | +1,204+51.1% | Added |
| Reuter James Wealth Management, LLC | 3,580 | $768.0K | 0.31% | −150−4.0% | Reduced |
| McAdam, LLC | 3,583 | $768.0K | 0.07% | +31+0.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,592 | $770.0K | 0.58% | −124−3.3% | Reduced |
| Corrado Advisors, LLC | 3,597 | $771.0K | 0.47% | −50−1.4% | Reduced |
| Ocean Capital Management, LLC | 3,563 | $771.0K | 0.31% | +1,405+65.1% | Added |
| Founders Capital Management | 3,610 | $774.0K | 0.50% | 00.0% | Unchanged |
| LMR Partners LLP | 3,618 | $776.0K | 0.01% | +3,618 | New |
| Pflug Koory, LLC | 3,623 | $777.0K | 0.39% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,139 | $778.0K | 0.03% | +472+12.9% | Added |
| Thomasville National Bank | 3,632 | $779.0K | 0.08% | −427−10.5% | Reduced |
| Northstar Advisory Group, LLC | 3,634 | $779.0K | 0.50% | +78+2.2% | Added |
| Donoghue Forlines LLC | 3,632 | $779.0K | 0.17% | +3,632 | New |
| Proequities, Inc. | 3,670 | $787.0K | 0.06% | −1,681−31.4% | Reduced |
| Ancora Advisors, LLC | 3,680 | $789.0K | 0.02% | −1,258−25.5% | Reduced |
| Patten Group, Inc. | 3,689 | $791.0K | 0.22% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,715 | $797.0K | 0.05% | +487+15.1% | Added |
| Keudell/Morrison Wealth Management | 3,722 | $798.0K | 0.33% | −12−0.3% | Reduced |
| Heritage Wealth Advisors | 3,741 | $802.0K | 0.04% | −8−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 3,743 | $803.0K | 0.19% | +809+27.6% | Added |
| Diamant Asset Management, Inc. | 3,750 | $804.0K | 0.62% | −225−5.7% | Reduced |
| Country Trust Bank | 3,756 | $806.0K | 0.02% | −835−18.2% | Reduced |
| Zeke Capital Advisors, LLC | 3,768 | $808.0K | 0.04% | +3,768 | New |
| Kingfisher Capital LLC | 3,776 | $810.0K | 0.21% | +2+0.1% | Added |
| Foster & Motley Inc | 3,790 | $813.0K | 0.06% | +2,146+130.5% | Added |
| Level Four Advisory Services, LLC | 3,795 | $814.0K | 0.06% | +2,097+123.5% | Added |
| RFG Advisory, LLC | 3,815 | $818.0K | 0.05% | +1,427+59.8% | Added |
| Valley National Advisers Inc | 3,835 | $822.0K | 0.16% | +130+3.5% | Added |
| Community Bank & Trust, Waco, Texas | 3,832 | $822.0K | 0.24% | +259+7.2% | Added |
| Sunflower Bank, N.A. | 3,834 | $822.0K | 0.11% | +344+9.9% | Added |
| Grove Bank & Trust | 3,836 | $823.0K | 0.16% | +53+1.4% | Added |
| Brightworth | 3,849 | $825.0K | 0.08% | −100−2.5% | Reduced |
| Liberty Capital Management, Inc. | 3,850 | $826.0K | 0.24% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 3,850 | $826.0K | 0.61% | +3,850 | New |
| Dakota Wealth Management | 3,857 | $827.0K | 0.07% | +153+4.1% | Added |
| Nations Financial Group Inc, | 3,859 | $828.0K | 0.10% | +386+11.1% | Added |
| Liberty Wealth Management LLC | 3,879 | $832.0K | 0.30% | – | – |
| Carl P. Sherr & Co., LLC | 3,883 | $833.0K | 0.56% | −6−0.2% | Reduced |
| GraniteShares Advisors LLC | 3,893 | $834.0K | 0.45% | −204−5.0% | Reduced |
| Concord Wealth Partners | 3,887 | $834.0K | 0.22% | +92+2.4% | Added |
| Bailard, Inc. | 3,894 | $835.0K | 0.03% | +33+0.9% | Added |
| Claro Advisors LLC | 3,907 | $837.0K | 0.30% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 3,903 | $837.0K | 0.67% | +1,982+103.2% | Added |
| Montecito Bank & Trust | 3,904 | $838.0K | 0.16% | −199−4.9% | Reduced |
| HM Payson & Co | 3,920 | $841.0K | 0.02% | −574−12.8% | Reduced |
| First Commonwealth Financial Corp | 3,925 | $841.0K | 0.27% | −95−2.4% | Reduced |
| Terra Nova Asset Management LLC | 3,930 | $843.0K | 0.78% | +190+5.1% | Added |
| Ferguson Wellman Capital Management, Inc | 3,941 | $845.0K | 0.03% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 3,942 | $845.0K | 0.65% | +125+3.3% | Added |
| Menard Financial Group LLC | 3,945 | $846.0K | 0.83% | +364+10.2% | Added |
| Longfellow Investment Management Co LLC | 3,944 | $846.0K | 0.14% | +1,798+83.8% | Added |
| Pinnacle Private Wealth, LLC | 3,954 | $848.0K | 0.26% | +25+0.6% | Added |
| West Paces Advisors Inc. | 3,957 | $848.6K | 0.26% | +1,225+44.8% | Added |
| Maryland Capital Management | 3,977 | $853.0K | 0.05% | +185+4.9% | Added |
| Tudor Investment Corp Et Al | 4,017 | $861.0K | 0.02% | +4,017 | New |
| Qtron Investments LLC | 4,018 | $862.0K | 0.19% | +1,340+50.0% | Added |
| Wealth Advisory Solutions, LLC | 4,020 | $862.0K | 0.18% | +4,020 | New |
| Robertson Stephens Wealth Management, LLC | 4,030 | $864.0K | 0.07% | −1,164−22.4% | Reduced |
| Wilkinson Global Asset Management LLC | 4,027 | $864.0K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,049 | $868.0K | 0.06% | +1,078+36.3% | Added |
| Investors Asset Management of Georgia Inc | 4,052 | $869.0K | 0.44% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 4,073 | $873.0K | 0.18% | −56−1.4% | Reduced |
| Meridian Wealth Management, LLC | 4,068 | $873.0K | 0.10% | +10+0.2% | Added |
| EverSource Wealth Advisors, LLC | 4,072 | $873.0K | 0.22% | +536+15.2% | Added |
| Forum Financial Management, LP | 4,092 | $877.0K | 0.04% | +462+12.7% | Added |
| Kanawha Capital Management LLC | 4,100 | $879.0K | 0.08% | −3−0.1% | Reduced |
| Northwest Bancshares, Inc. | 4,098 | $879.0K | 0.17% | +136+3.4% | Added |
| Altus Wealth Group LLC | 4,109 | $881.0K | 0.72% | +97+2.4% | Added |
| Barr E S & Co | 4,115 | $883.0K | 0.06% | −462−10.1% | Reduced |
| OmniStar Financial Group, Inc. | 4,142 | $888.0K | 0.88% | −171−4.0% | Reduced |
| Hirtle Callaghan & Co LLC | 4,145 | $889.0K | 0.04% | +3,129+308.0% | Added |
| Busey Wealth Management | 4,164 | $893.0K | 0.04% | −595−12.5% | Reduced |
| Lantz Financial LLC | 4,164 | $893.0K | 0.36% | −152−3.5% | Reduced |
| Lakeview Capital Partners, LLC | 4,175 | $895.0K | 0.46% | −103−2.4% | Reduced |
| CRA Financial Services, LLC | 4,173 | $895.0K | 0.27% | −80−1.9% | Reduced |
| S&CO Inc | 4,190 | $898.0K | 0.06% | 00.0% | Unchanged |
| Covenant Partners, LLC | 4,188 | $898.0K | 0.36% | 00.0% | Unchanged |
| Corundum Group, Inc. | 4,196 | $900.0K | 0.84% | +1,691+67.5% | Added |
| Capital Square, LLC | 4,204 | $901.0K | 0.64% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,205 | $902.0K | 0.56% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,211 | $903.0K | 0.06% | +588+16.2% | Added |
| Essex Savings Bank | 4,214 | $904.0K | 0.30% | +1,106+35.6% | Added |
| Trustco Bank Corp N Y | 4,238 | $909.0K | 0.90% | −37−0.9% | Reduced |
| GoalVest Advisory LLC | 4,244 | $910.0K | 0.51% | +4,244 | New |
| S&T Bank | 4,250 | $911.0K | 0.14% | +137+3.3% | Added |
| Cohen Capital Management, Inc. | 4,250 | $911.0K | 0.16% | +4,250 | New |